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Adam Broetje
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March 18, 2014 at 11:00 am
I am having trouble deciphering the instructions for how the Affiliate Tracking is supposed to work.
In talking with the Infusionsoft team, they said that somehow a “Product” needs to be passed from EE over to Infusionsoft. The Product needs to be setup in Infusionsoft to have a commission program associated with it. Are they overcomplicating this?
How do we setup EE to pass the proper Affiliate information back to Infusionsoft or is this a part of the integration plugin that is already configured?
The documentation we found on it is light and we’re looking for a few more details on the EE setup for this:
https://eventespresso.com/wiki/infusionsoft-addon/#affiliate_tracking
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Seth Shoultes
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March 18, 2014 at 11:45 am
When someone registers for an event in EE, it automatically creates a new product based on the users selections (such as time and price options). When you use the “Modified redirect link” method, the system should automatically append the referral partner ID to the order.
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Adam Broetje
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March 18, 2014 at 12:32 pm
Thanks Seth. Though I feel like I’m missing something obvious here:
Here’s what I’m doing:
1) Generating the referral tracking link in Infusionsoft and giving it to a referral partner.
2) The referral partner advertises it and a potential registrant clicks the link, generating the cookie for the registrant and placing them on our website.
3) When they click “register”, I am linking to the “modified redirect” url so that the cookie is referenced and the URL becomes http://www.example.com?affiliate=1234
Questions:
1) Is this the right process?
2) How does it work for offline payments (check, invoice)?
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Seth Shoultes
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March 19, 2014 at 2:41 pm
I covered this in your support token thread, but just wanted to post it here for future reference:
Can you please verify that your affiliate id is active? I also noticed that you are using ODM and ODM2 in your affiliate URL. You might want to verify that the ODM2 affiliate account exists and that it is not overriding the primary affiliate ID.
Thanks!
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Adam Broetje
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March 21, 2014 at 4:05 pm
For future reference, here is a simplified process of what the “right” way to run this tracking is:
1) If you want to use tracking links with your URL, you need to first follow the instructions here: http://ug.infusionsoft.com/article/AA-00713/0/Customize-the-URL-for-referral-tracking-links.html
2) Create a Referral partner in Infusionsoft and assign them a Commission Program. Be sure they are “Active”.
3) Generate a link for the Referral Partner in Infusionsoft.
4) Log into their Partner Center and get the link.
5) On your website, use the “modified redirect” method whenever you link to your registration page
6) When a potential attendee clicks on the referral link, they are taken to the website and cookied. If they click on the registration link, they will see the Affiliate ID number in the URL.
7) Upon completed registration, the EE Plugin sends the customer info, order and product to Infusionsoft and tracks the Affiliate sale.
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Adam Broetje
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March 21, 2014 at 4:06 pm
If that process doesn’t work, look into the caching of your site. Anyone using Varnish (such as WP Engine) will have to manually add exceptions for Event Espresso pages on your site. The standard ones we needed were:
/register/
/event-registration/
/thank-you/
/referral.html
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Lorenzo Orlando Caum
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March 21, 2014 at 4:43 pm
Thanks for sharing the solution!
BTW: if you need to test something on WP Engine with caching off, you can use your staging site.
It does not have caching running.
—
Lorenzo
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Seth Shoultes
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March 21, 2014 at 6:46 pm
Thanks, Adam!!
We’ll add these details to our documentation.
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