Referral orders
This page will show you how to manage conversions, track their order statuses, and review order details.
⭐Manage conversions
How referral orders are approved
✅ 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.
✅ 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.
Check the commission detail
You must go to Conversions > Referral orders and click on the order number.
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.
Export conversions
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.
Import conversions
You can bulk import up to 250 orders per file into your programs. This is extremely useful when you migrate from another app.
To do so, you must first contact us to enable the Import button.
Upload your CSV file (Order Number, Affiliate Email, Order Total, Affiliate Commission, and Order Status columns are required)
Click Import orders
⭐How conversions are tracked
For each conversion, you can review how the order was tracked, including whether it was attributed via an affiliate link, coupon, or other tracking methods available in the app.
Tracking pending referral orders
This feature allows you to track referral orders that are still pending in Shopify, meaning orders that haven’t been marked as paid yet.
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.
⭐Order 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.
⭐Prevent affiliate commissions for self-purchases
This function helps safeguard your affiliate program from fraudulent or suspicious activities, such as self-referrals and invalid traffic sources. You can choose to allow or prevent commissions when certain conditions are detected.
You have to move to Settings > General
We offer four types of Fraud protection:
Same Affiliate and Customer email address Prevent commissions if the affiliate and customer share the same email address, which commonly indicates self-referrals.
Same Affiliate and Customer IP address Block commissions when the affiliate and customer place an order from the same IP address.
Same Affiliate and Customer first and last name Detect and prevent commissions when the affiliate and customer have matching names.
Referral sales via Google Ads Prevent commissions for orders generated through Google Ads traffic if you do not allow affiliates to run paid ads.
When a conversion is automatically denied by Fraud Protection, it will appear in the Conversions list with a Denied status. You can hover over to see the specific reason the order was blocked
⭐Automated Shopify tags for referral orders/customers
This feature allows you to automatically assign Shopify tags to orders and customers generated through affiliate referrals, making it easy to distinguish referral activity from non-referral activity in your Shopify admin.
You will find it in Settings > General
You can choose to apply tags to:
Orders created through affiliate referrals
Customers referred by affiliates
Tags can be entered as a comma-separated list, and each tag can include dynamic variables such as: {full_name}, {email}, {phone}, {company}, {commission}, {username}
FAQ
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