How to Manually Attribute Sales to Affiliates

What Is Manual Sale Attribution?

Manual Sale Attribution is a feature that allows administrators to credit affiliates for sales that occurred without the use of affiliate links or in offline scenarios. This ensures affiliates receive proper recognition and compensation for their efforts, even when standard tracking methods are not applicable.

Key Use Cases

• Offline Sales: For sales made at events, conferences, or through in-person promotions.
• Untracked Sales: When a customer was referred by an affiliate but did not use an affiliate link.
• Word-of-Mouth Referrals: Sales resulting from personal recommendations where no digital tracking occurred.

How to Manually Attribute Sales to Affiliates

1. Using an Existing Transaction

If the sale is already recorded in your CRM, you can link it to an affiliate:

1. Navigate to the Affiliate Manager.
2. Select the desired affiliate and open their Commissions tab.
3. Click Add Sales Manually and choose Import Existing Transaction.
4. Enter the customer’s email address and select the relevant campaign.
5. Review and select the transaction to attribute.
6. Confirm and submit.

2. When No Transaction Exists (Offline or External Sales)

For sales not recorded in the system, such as cash transactions:

1. Go to the Affiliate Manager and select the affiliate’s profile.
2. Access the Commissions tab and click Add Sales Manually.
3. If the customer isn’t in the system, add them as a new lead.
4. Enter the sale amount. The commission will be calculated automatically based on the campaign’s default rate.
5. Optionally, provide the transaction date and a reference number.
6. Save the entry.

Note: You only need to input the revenue amount. The system calculates the commission using the default rate set for the affiliate’s campaign. For example, a $100 sale with a 20% commission rate results in a $20 affiliate payout.

3. Using Workflows and Automations

For recurring or batch attributions, automate the process:

1. In your workflow, add the Add Manual Sales For An Affiliate action.
2. Choose whether to use first or latest attribution logic.
3. Select the affiliate campaign and enter the revenue details.
4. Save the workflow to enable automatic attribution.

Benefits of Manual Sale Attribution

• Flexibility: Credit affiliates for sales from any source, online or offline.
• Accuracy: Ensure all affiliate-influenced sales are tracked and compensated.
• Custom Tracking: Attribute sales even without standard tracking tools like links or cookies.