If you are using an external affiliate network/software such as Everflow, Cake, Voluum or Tune to manage your affiliates, you can still will typically want to use the CRM’s affiliate system to track facilitate the tracking of clicks, lead leads and sales . You can also place into that software. Placing the conversion pixels/postbacks within the affiliate profile for easier managementmakes it much easier for you to manage your affiliates within your CRM.
The sections below will walk you through setting up and testing an external affiliate network/software.
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CRM Setup
First, create an affiliate profile named as the affiliate software you are using.
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| Affiliate Pixels |
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Website Setup
Follow the relevant instructions below depending on if you are using the Funnel Builder or Direct API:
CheckoutChamp funnel builder
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As long as the affId and passed values are inside the URL, these will be stored to the click and also the lead or sale that occurs.
Direct API
Send the full url encoded tracking link into the requestUri on the first Import Click call that is generating the session. This API call should be made when the customer lands on that first page of the funnel. The response from this API request will return a sessionId. Pass this sessionId on all subsequent API calls for the customer so they are all connected to the same session containing the affiliate parameters. Please view our Suggested API Flow article for more information on using the Import Click API.
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If your affiliate software requires a transactionId, clickId, cid, etc. to be sent back to them on the conversion pixel/postback, then they will likely need you to place a script on the page that the customers will be landing on. This script would be reaching out to the affiliate software to acquire the needed ID, and including that ID on the conversion pixel/postback helps the affiliate software link the sale to a click. If you are using the CheckoutChamp funnel builder - You can place this script at the top of the page’s HTML, or within the Custom Tracking Code at the funnel level or global level. If you are using Direct API or CheckoutChamp’s form-code - This script should occur before the Import Click API is called, this way you can include the ID within the requestUri - which is the parameter the CRM will read that value from. |
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Testing
As long as you follow the instructions above and the instructions inside the pixel article, you should be able to see the pixel details on your test orders in the CRM and also the conversions on the affiliate software side. If you are having any difficulties getting pixels to fire, you can follow our Troubleshooting CPA Pixels article to see what might be missing from the configuration.
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Reporting
When viewing the Affiliate Report, the sales will will be displayed under each affiliate profile that you have created.
You can click the green arrow next to each source to expand and see all of the publisher values who contributed to the data being displayed. Each publisher can then be expanded once more to view the sub affiliate values that have been passed in within the date range.
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On the Order Details and Transaction Details report, you can filter by a publisherId and/or subAffiliateId after you select the main affiliate profile on the “Affiliate” filter.
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Publishers
The Publishers tab on the affiliate profile shows all publisher values received for this affiliate.
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Disabled Publishers can be re-enabled.
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