UpPromote: Affiliate marketing
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  • About UpPromote: Affiliate & Referral Marketing
  • UpPromote Changelog
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  • Basic knowledge
    • Affiliate Marketing Definition
    • Basic terms
    • Merchant roles in Affiliate Marketing
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  • Build and Management
    • Affiliate registration page
      • Add Registration form to Storefront
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          • Commission rate on order value
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      • Auto-discounts for customers with the affiliate link
      • New customer commission
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      • Exclude self-referrals
      • Auto-tier commission
    • Affiliates
      • Approve/Deny/Delete an affiliate
      • Affiliate profile
      • Import/Export affiliates
      • Connect Customers
      • Connect Products
    • Referrals
      • ‼️Tracking types and priority
      • Referral list & details
      • Approve/deny a referral order
      • Manually add referral
      • How to get Order ID
      • Refunded/Cancelled Orders
      • Customer journey
    • Payments
      • Set up payment methods
      • Affiliate's payment details not specified
      • Export invoice
        • EU format invoice
      • Manual payouts
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        • Store Credits process
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      • Customer Referral
        • Add Referral signup form to store pages
      • Multi-level Marketing
      • Refer-a-friend
      • Marketplace listing
        • UpPromote Marketplace Terms & Conditions for Merchants
    • Affiliate Communication
      • Email notification to affiliates
        • Automatic email templates
        • Bulk email
        • Use Merchant email as the sender's email
      • In-app chat with affiliates
  • ⚙️Settings
    • General settings
      • Contact email
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      • Favicon
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      • Auto-activate affiliates
      • Auto approve orders
      • Record pending orders as referrals
    • Affiliate link settings
      • Default affiliate link
      • Custom Link
        • Allow affiliates to customize their own link
        • Auto-create custom link
      • Shorten affiliate links with Bit.ly
      • Add UTM parameters to affiliate link
    • Affiliate coupon settings
      • Auto-generate coupon
      • Allow affiliates to enter their preferred coupon code while registering
    • Integrations
      • Integration - Page builder
      • Integrations - Email services
      • Integrations - Subscription/payment apps
      • Integration - Helpdesk for affiliates
        • Tawk.to chat integration
        • Tidio chat integration
        • Chatra chat integration
        • Crisp chat integration
      • Integrations - Shopify functions
      • Integrations for affiliates
      • Other integrations
    • Fraud detection
      • Fraud protection - Affiliate signups
      • Fraud protection - Sales & commission
    • Advance settings
      • Message bar
      • Connect multiple stores
      • Staff accounts
    • Profile settings
      • Activity log
    • Interface translation and Registration form translation
    • Affiliate admin settings
      • Affiliate guide page
      • Affiliate guide template
      • Affiliate login page
      • Common Custom CSS codes to customize the affiliate account
      • Multi-language for affiliate admin
    • Tax documents
      • Require W-9 form submission
      • Generate 1099-NEC forms
  • Guide for affiliate
    • Affiliate Admin
      • Affiliate Admin - Dashboard
        • Contact merchants via MooseDesk widget
      • Affiliate Admin - Commissions
      • Affiliate Admin - Payment
      • Affiliate Admin - Network
      • Affiliate Admin - Marketing tools
      • Affiliate Admin - Settings
        • How can affiliates update their payment details?
        • Submit W-9 form
        • Download 1099-NEC forms
    • Affiliate guide & tips for success
      • Quick guide for Affiliates to get started
        • Getting started
        • Promotion resources
        • Start promoting
        • Track your performance
      • Tips for Affiliate success
        • Tips for success (part 1): Attract customers for better conversion
        • Tips for success (part 2): Improve your earnings and more
    • Guide for Beginners of Affiliate Marketing
      • Guide for Beginners of Affiliate Marketing
    • How to refer UpPromote: Affiliate Marketing?
  • UpPromote Marketplace
    • How do I get started as an UpPromote affiliate?
    • Marketplace account guide
      • Home
      • Find offers
      • Find products
      • My offers
      • Commissions
      • Settings
    • Marketplace affiliate ranking
    • UpPromote Marketplace Terms & Conditions
  • Work with Affiliates
    • Analytics
    • Where can affiliates find resources to promote a merchant's shop?
  • Recruit affiliates
    • Tips to recruit more affiliates
    • 6 Free Influencer Outreach Templates - Email & Direct Message
  • Pricing plans
    • Pricing details
    • What's in the Growth plan?
    • What's in the Professional plan?
    • What's in the Enterprise plan?
    • Approve/deny up to 200/300/600 referral orders per month
    • Pricing FAQs
    • UpPromote's refund policies
  • Privacy Policy
    • Privacy Policy
  • Best practices
    • Best practices to grow your Affiliate campaign
    • Create affiliate landing pages to optimize your affiliate campaign
    • Affiliate landing page example
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On this page
  • Referral Status:
  • Referral Commission Overview:
  • Referral Details:
  • Tracking Types:
  1. Build and Management
  2. Referrals

Referral list & details

PreviousTracking types and priorityNextApprove/deny a referral order

Last updated 1 month ago

Referral Status:

There are 4 different statuses for referrals. Upon your decision and action, the status will be shown accordingly.

  1. Pending: This is the default status when the referral is recorded. In this stage, you can choose to approve or deny the order upon review.

  2. Approved: Once you click approve, the referral will change to an Approved status. In this way, this referral will be included in the payment on the Payouts tab so you can process the payment later.

  3. Deny: Once you click deny, the referral will change to the Denied status. In this way, the referral will be denied, and you will not need to pay for it.

  4. Paid: Once the referral is successfully marked as paid, it will automatically change to paid status.

For the first 2 statuses (Approved and Denied), you can undo (in case you change your mind) in this tab.

Referral Commission Overview:

You can also view the referral commission breakdown in the referral list. Hover into the commission value to see overview:

Referral Details:

To review the order and check the needed information, you can always have a look at the order details. The information will be synced directly from your Shopify admin and the commission will be calculated and shown to you as well.

If you want to check any order deeply, you can click on the referral ID, and it will redirect you to the referral details page.

Each referral has Order timeline. You can view order events (refunded, cancelled) that are attached to the referral IDs.

You can also navigate to other referrals by clicking on the referral ID of the event.

Tracking Types:

Once a referral is recorded within our app, it will come along with its tracking type (method). If you want to check and see how the order is tracked, you can hover over this icon.

If you want to check the data for your analytic purposes, you can click on the Tracking Type filter.

If you click on View details on Conversion, you will see the of the order.

customer journey