Adding a customer, recording a sale, and changing customer attribution

  • Created
There are reasons why link tracking might fail and a customer was not created in PartnerStack as a result.
When this happens, you may want to add in those missed referrals to keep tracking accurate and reward your partners.
Important note: If you're adding in a customer and rely on tracking subscriptions or recurring transactions, you will need to ensure the provider_key is added. Please see Tracking manually added subscriptions and recurring transactions for more information.

 

Add a customer

To add a customer into PartnerStack, follow these steps:

1. Navigate to Performance & Rewards > Referrals on the left-hand side menu and click on Add Customer.

 

2. In the window that opens, add the customer information and select the partner you want to attribute the customer to. Once completed, click on 'Submit Referral'

 

customerpopup.png

This will also create the customer/referral on the partner's dashboard. 

If you are adding in a missed subscription, make sure that you add the customer_key when creating the customer. As long as it matches the customer_key that you are passing us through your integrated payment provider, the subscription will track.

 

Important note: If you're adding in a customer and rely on tracking subscriptions or recurring transactions, you will need to ensure the provider_key is added. Please see Tracking manually added subscriptions and recurring transactions for more information.

 

Record a sale 

Once the customer has been created, you can record a sale so the partner gets rewarded for the customer's purchase. 

You can also use these steps if sales for an already existing customer were not tracked through PartnerStack for any reason.

1. Navigate to the Referrals tab on the left-hand side menu and search for and select the customer you want to record a sale for. 

This will open the customer's details:

customersale.png

 

2. Select the 'Purchases' tab on the customer page and click on 'Record a sale'. 

customerpurchase.png

3. Record the transaction amount for the customer: 

transaction.png

If your offers generate rewards based on product keys, make sure you include the product_key while adding the transaction or no reward will generate for your partner.

Not sure if your offers rely on product_keys? Reach out to your Customer Success Manager or email Support@PartnerStack.com.

 4. To complete recording the sale, click on the check-mark. 

If you are rewarding on transactions, any relevant rewards will generate for your partner after the sale is recorded.

 

Tracking manually added subscriptions and recurring transactions

When adding in missed subscriptions or reoccurring transactions, it is important to know whether your integrated payment method is a payment webhook.

If it is, in order for subscriptions or recurring transactions to track moving forward, the customer needs to have the provider_key attached. Transactions will not track until the provider_key is attached to the customer. 

There are three ways you can ensure the provider_key is attached to the customer:

1. API: You can send a customer_create or customer_update event via API

2. Import: You can import the customer with the provider_key. To learn more about importing, see Universal Importer. To import a customer with a provider_key, you would want to use the Customer import with the provider_key column added. 

3. In your payment provider: Changing some information in the customer's profile within your payment provider will send a customer_create or update event.

 

Integrated with payment webhooks and not sure if your customers provider_key has been added successfully? Reach out to Support@PartnerStack.com

 

Changing customer attribution

In some cases, you may find a customer has been attributed to an incorrect partner. If you need to change the customer's attributed partner, we have two options:

1) Delete the existing customer and adding a new one following the steps found in Add a customer, above.

2) Reaching out to your Customer Success Manager or emailing Support@PartnerStack.com and having us change the attribution on your behalf.

We recommend option #1, as it can be done immediately. 

 

To delete the existing customer, follow these steps:
1. Locate the customer on your referrals Referral tab and click on their name. 

2. On the 'Detailed Info' tab, select the trash bin icon at the bottom of the page:

customersale.png

This will remove the customer entirely (including removing it from the incorrect partners' dashboard). Transactions will no longer track on deleted customers. 

3. You can then follow the steps found in Add a customer and select the correct partner you want to attribute to. 

4. If the customer has made purchases, follow the steps in Record a sale to ensure that your partner earns the correct rewards.

 

Get started

Questions or issues? Reach out to Support@PartnerStack.com.

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