How to Add, Edit or Remove Affiliate Conversions

In your brand portal, to access Conversion information, click on the Conversions tab.

Adding a Conversion

Occasionally, an affiliate may reach out to let you know they referred a customer, but the sale is not showing up in their dashboard. This typically happens if the customer failed to use the affiliate's link or coupon code correctly at checkout, or if the affiliate failed to properly set up their promotion.

If the affiliate provides valid proof of the referral, you may wish to manually credit them for the sale.  Here is a step-by-step guide on how to manually add a missing conversion.

General Process

Before proceeding with platform-specific instructions, follow these initial steps to access the manual conversion tool:

1. Log in to your Inflektion dashboard.
2. Navigate to the Conversions menu on the left-hand navigation menu.
3. In the top right corner of the Conversions page, click the purple +Add Conversion button.

Important Note on Permissions: The +Add Conversion button will only be visible if your user account has the appropriate administrative permissions. If you do not see this button, please reach out to your account administrator to request access.

A Note on Processing Time: It can take up to 5–10 minutes for the credited sale to appear in the affiliate's dashboard. The Inflektion system intentionally runs a background validation check to ensure that no other affiliate has already received credit for this exact order. If the conversion still does not show up after 10 minutes, please reach out to support.

For Shopify Brands

If your Inflektion account is integrated with a Shopify store, manually adding a conversion is quick and simply relies on your Shopify order URLs.

1. Click the +Add Conversion button. A modal window will appear.
2. Open a new browser tab and log into your Shopify Admin dashboard.
3. Navigate to the specific order that the affiliate is requesting credit for.
4. Copy the full URL from your browser's address bar (e.g., https://admin.shopify.com/store/your-store-name/orders/1234567890).
5. Return to Inflektion and paste that complete URL into the Shopify Admin Order URL field.
6. In the Select Partner dropdown, search for and choose the affiliate who should receive credit for the sale.
7. (Optional) If your platform setup requires advanced tracking configurations, you can click Add Postback Options to manually input parameters.
8. Click the Add Conversion button at the bottom.

For Non-Shopify Brands

If you use a custom integration or an e-commerce platform other than Shopify, the manual conversion form will require you to input the specific transaction details.

1. Click the +Add Conversion button. The manual entry form will appear.
2. Unique Order ID: Enter the order number or unique identifier for the purchase. This is required to ensure that duplicate credits are not accidentally awarded to multiple affiliates for the exact same sale.
3. Customer Email Address: Enter the buyer's email address. This is used by the system to perform email-based attribution.
4. Purchase Amount: Enter the total dollar amount of the purchase.
5. Select Partner: Use the dropdown menu to choose the affiliate who should be credited.

Advanced Settings

Click on Advanced Settings to reveal additional attribution fields. While optional, filling these out ensures your tracking and commission payouts remain completely accurate.  If you utilize SKU-based rules, you must enter the product information here.

• Select Event: The default event type is "Purchase." If you are tracking a different action, use the dropdown to change it (e.g., App Conversion, App Account Created, App Trial Started, or Checkout Initiated).
• Coupon Code: If a specific promotional code was used during checkout, enter it here.
• Postback Parameters: If you use custom tracking parameters (ADV1, ADV2, etc.), enter them in these designated fields.
• Products Purchased (Crucial for SKU-based attribution): If your affiliate program uses SKU-based attribution, meaning different products yield different commission rates, you must enter the product details so the system can calculate the affiliate's commission properly. If left blank, the affiliate may not be credited the correct amount.
  1. Click +Add Product.
  2. Enter the product's SKU.
  3. Enter the QTY (Quantity) of the items purchased.
  4. Enter the Price Each. Note: Enter the price for a single unit, not the total sum. For example, if the customer bought 4 units at $25 each, type "25" in this field.  Also, ensure that this price is net of any discounts (i.e. the price actually paid, not the MSRP).
  5. If the customer bought multiple different items, click +Add More to add additional SKUs and repeat the process.

Once all necessary information is entered, click the Add Conversion button at the bottom of the form to submit.

Deleting a Conversion

To delete a conversion:

1. Click the Trash icon next to the conversion you want to remove.
   

2. Confirm the deletion when prompted.

Note: Deleting a conversion will cancel any associated commission that has not already been paid. 

Editing a Conversion

If you need to update the sale amount for a specific conversion (e.g., due to a partial refund), you can do so by clicking the Edit button next to the conversion.

This will allow you to update the Gross Sale Amount, which can be useful when adjusting commissions based on the actual revenue received.

Note:

• Editing the gross sale amount will recalculate any revshare-based commission that hasn’t yet been paid.

• It will not affect partners on a CPA contract, as their commission is not based on sale amount.

Additional Features:

• Filter by Date: Use the date selector at the top left to view conversions within a specific timeframe.
• Filter by Partner: Choose a partner from the dropdown to display their associated conversions.
• Export Conversions: Click Export Conversions to download a CSV file of the current list.
• Choose Conversion Events to include in view 
  

For further assistance, please contact our support team.