Feature Update: Keep track of your Customers

Last time we checked in, we had given our Conversions page a much-needed facelift. This set the foundation for us to create some pretty powerful and exciting functionalities.

Today, we’re taking the next step: Meet Customers!

The Customer is king

Customers puts customers front and center. Whether they’re a new subscriber, a new lead or a client that keeps coming back - they will now be accounted for and have a place in your Tapfiliate platform.

With Customers, we’re consolidating our recurring and lifetime commissions functionality into one new, powerful feature. You’ll get to see all customers that your affiliates referred in one clean overview.


Next to that, it’s now much easier to track recurring and lifetime commissions.

For many businesses, it makes sense to track referred customers separately from the purchases those customers make.

SaaS businesses with a free trial would track a conversion when someone signed up for their trial. Now, they can track a “trial” customer instead. When the customer enters a paid subscription, they can easily create conversions for that customer that are triggered by the customer’s payments. This follows the customer’s journey more accurately, giving better insight to an affiliate’s performance.

This also benefits businesses with long sales funnels. Now, they can track a “lead” customer as soon as a referred visitor fills out a lead form. And from there, they can connect Tapfiliate to the CRM of their choice to automatically create a conversion when the sales completed.


Customer flows

We’ve introduced three distinct customer flows that will not only map Tapfiliate on to your business, but will also help you keep track of how a customer stands within your affiliate program. Useful, isn’t it?

These are:

  • Trial → Paying → (Capped) → Canceled (recommended for subscription/SaaS)
  • Lead → Won → (Capped) → Lost (For at lead generation)
  • New → Active → (Capped) → Stopped (For eCommerce or generic use)

These flows represent the status of that customer within your affiliate program. You will have a clear view of the customer-affiliate relationship, as well as the conversions that are tied to that customer. If you’d like to know more about how to implement these flows and how they work, we’ve prepared a guide explaining more.

Put some caps on it

Additionally, this change gives you the ability to set caps.

You can set caps in one of two ways:

  • Caps on number of commissions
  • Cap of time during which the affiliate can accrue commissions that are tied to a customer.

What’s even more exciting is that you can set these from within the Tapfiliate platform!

What’s next?

Customers is mostly a very important piece to a larger puzzle. Keep an eye out - we’ve got marvelous plans in motion and can’t wait to show you what we’re up to! In the meantime, if you have any questions, feel free to reach out!