Run your program

Partners

• Review partner applicationsWhen a program takes applications from the web and does not approve them automatically, each applicant waits for a person on your team to decide. This article covers finding applicants, deciding, and…
• Send approved partners a welcome emailRefficks does not email a partner when you approve them. This article sets up the one automation that does: when a partner is approved, send them the built-in Welcome to the programme email with…
• Suspend, archive or end a partner's accessRefficks has three ways to stop a partner, and they stop different things. This article says what each one does to their links, codes, money and sign-in, and how to undo it. It is for merchants and…
• Answer partner queriesWhen a partner says a sale is missing or a commission looks wrong, find the sale, put it right where you always would, and tell them what you decided. For anyone who manages partners.
• Be found by partners, and find them, in the directoryRefficks has a directory with two halves. Partners can browse programs that merchants have listed and ask to join them: you list a program in it from the program's page. And merchants can browse…

Programs, signup page and portal

• Run more than one programA second program lets you give different partners different terms: a creator program beside your affiliates, a referral program for customers, a program for agencies. It also changes a few things…
• Customise your signup page and portalMake the page applicants fill in, and the portal your partners work in, look and read like your business: your questions, your words, your logo and colours, the screens partners need, and the terms…
• Use your own domain for your signup page and portalServe your signup page and your whole partner portal on a name of your own, such as partners.example.com, instead of the address Refficks gives you. Partners then apply, sign in and work there, under…
• Change your workspace's addressYour workspace's address on Refficks is made from your company name when you sign up. It is where partners apply, and it is in your signup page's link. You can change it to one you prefer. The old…

Talking to partners

• Edit the emails your partners receiveChange who your partner emails come from, rewrite any of the 19 built-in emails, switch one off, and see which emails did not arrive. For anyone who manages partners.
• Newsletters, notices and messagesThree ways to write to partners yourself: a newsletter emailed to many, a notice posted on a program's board in the portal, and a message in a two-way conversation with one partner. For anyone who…
• AutomationsAn automation is a rule you write once: when something happens to a partner, Refficks does something for you, such as sending an email or adding a tag. This article covers every trigger, the six…

Tracking and attribution

• How attribution worksAttribution is how Refficks decides which partner, if any, earned a sale. It weighs every partner touch on the customer that happened before the sale and inside the program's window, takes the…
• Set up your partner linksSettings › Partners and payouts › Partner links decides where every partner's link sends people, what the link carries, and how much the tracking script may do before a visitor agrees to cookies…
• Credit or move a saleGive a sale to the partner who earned it when Refficks could not tell, move a sale that went to the wrong partner, or record a sale no system saw. This is for owners, admins and managers who have…
• Read the attribution debuggerEvery sale in Refficks has a page called Why this conversion was attributed. It lists every partner touch Refficks weighed, which one won and why, how sure it is, and what the sale paid. This guide…
• Consent, cookies and privacy in trackingThis page is for whoever reviews privacy for a merchant: what the Refficks tracking script writes in a visitor's browser, when it writes it, what it sends, and what Refficks keeps. In short: two…

Program types

• Set up a referral programA referral program lets your own customers send their friends to you, and rewards the customer, the friend, or both. This article covers creating the program, choosing the rewards and what makes a…
• Run a creator collaborationA collaboration is a piece of paid work you agree with one or more creators: a brief, how they are paid, deadlines, what they owe you, and their answer. This article covers making creators, writing…
• Run an ambassador programAn ambassador program asks people who already like you to do things for you, such as post, review or bring a friend, and rewards them in points they spend on rewards you choose. This article covers…
• Run an agency and B2B partner programAgencies, consultants, resellers and implementation partners bring you deals rather than clicks. This article covers setting up the program, the leads they send you, the accounts they claim, the…

Insight

• Reports, exports and HistoryWhere Refficks shows how your program is doing, how to have the figures emailed to your team, how to take your data out as CSV files, and where to see who changed what. For anyone on the team…
• Read HistoryFind out who changed what in your workspace, and when; see whether Refficks support has been signed in as one of your team; and take back an approved payout run or a commission reversal. For owners…
• Intelligence, scores and recommendationsIntelligence is where Refficks says what it has noticed about your partners and what it suggests you do about it. Every night it scores each partner, looks for partners growing, stalling or worth a…