Referral orders
This page will show you how to manage conversions, track their order statuses, and review order details.
How a referral order is recorded
A referral order is recorded when a customer completes a purchase using an affiliate link.
A referral order is also recorded when a customer applies an affiliate coupon at checkout.
Once recorded, the order is attributed to the corresponding affiliate and shown in the Conversions > Referral orders tab.
Referral orders status
Each conversion in the app can have one of the following statuses:
Pending The referral order has been recorded but has not been approved yet.
Approved The order has been approved, but a payout has not been generated for it yet.
Unpaid A payout has been generated for the order, but the commission has not been paid yet.
Paid The commission for this order has been successfully paid to the affiliate.
Denied The order was rejected, and no commission will be issued.
Add/Import referral orders
Manually add referral orders or bulk import referral orders for affiliates when orders are not tracked automatically. This ensures affiliate commissions are recorded accurately, even for orders created outside the standard referral flow.
Add referral orders
The Add order feature allows you to manually assign referral orders to affiliates when an order is not tracked automatically, for example, when customers forget to use an affiliate link or affiliate coupon to place their orders.
You can assign an existing order from your store to an affiliate using the order number, or manually add a fixed commission amount and total sales value. This is useful for handling offline sales or special cases, while still keeping all affiliate commissions managed in one place.
Import referral orders
You can quickly migrate existing conversion data from another app without manual setup by bulk importing it into our app. You can import up to 250 referral orders per file into your programs.
Upload your CSV file (Order Number, Affiliate Email, Order Total, Affiliate Commission, and Order Status columns are required)
Click Import orders
Approve/Deny referral orders
Approve orders manually
By default, when an affiliate order is recorded, the respective commission status will be pending and needs to be reviewed manually.
To manually approve a commission, you must click this Approve button. The commission status will then become Approved.
You are also allowed to update the status of multiple referral orders at once to save time, helping you manage commission approvals quickly
Approve orders automatically
You will find this feature in Settings > General
After turning on Auto-approve order, you can choose when referral orders should be approved:
Immediately Referral orders will be approved as soon as they are recorded.
After a specified number of days Referral orders will be approved automatically after the number of days you set (for example, 30 days).
We recommend setting the approval delay to match your store’s refund or return policy. This helps reduce the risk of paying affiliate commissions for orders that may later be refunded or canceled.
Deny referral orders
To manually deny a commission, you must click this Deny button. The commission status will then become Denied.
After you approve or deny a commission, if you change your mind, you can always switch it to the other status by selecting the order. It's possible as long as the order's payout hasn't been made.
Referral orders details
Check the commission detail
You must go to Conversions > Referral orders and click on the order number.
This is especially helpful when you are running complex affiliate programs with multiple commission rules. Viewing commission details allows you to see exactly which commission rate was applied to each order, making it easier to verify calculations and adjust settings when needed.
Adjust commission
With this feature, you can fine-tune the commission amounts of orders manually.
You must first go to Conversions > Referral orders and click on the order number, then enter the desired adjusted amount in Merchant adjustment.
Please enter a positive value to increase the commission and a negative value to decrease the commission.
Export referral orders
Seamlessly export conversion data to analyze, optimize, and strategize effectively, empowering you to make data-driven decisions for your affiliate program's success.
You must go to Conversions > Referral orders > Export.
You can choose to export either All conversions or just Filtered conversions.
Tracking pending referral orders
By default, referral orders are tracked only after the order is marked as paid in Shopify. However, if you want to track referral orders as soon as they are created and still in a pending payment state, you can enable the tracking pending referral orders option.
Depending on your demand, you can decide whether to enable this feature or not. If you want full control over the tracking process of orders, enabling this feature can be useful to ensure you always have a comprehensive view of referral orders.
You must go to Settings > Advanced.
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