Out-of-the-box features:
- Conversion tracking
- Commission based on order amount
- Track affiliate coupon code conversions
- Supports lifetime commissions
- Auto-handle recurring commissions
- Auto-handle refunds and disputes
- Sign up for Tapfiliate. This way you get your unique Account id.
- Install our plugin from the WordPress Plugin Directory
- Go to: Settings > Tapfiliate
- In the next screen, first input ((((YOUR ACCOUNT ID)))). {{{{NO_ACCOUNT_ID_SET_MESSAGE}}}}
- Next, go to the page where you want to track a Conversion or Customer (such as a thank you page). On that page, add a new shortcode [tapfiliate …]. Replace the dots with the relevant arguments (see below), e.g amount=“10” to set an amount of 10. The different arguments are listed in the table below (sorted by precedence).
| Parameter | Explanation |
|---|---|
| amount_query_param | If your user is redirected from another website and this website adds query parameters, you can use this to retrieve the amount from the query parameter (so if the url would have query parameters such as ?amount=10 you would add amount=“amount” to the shortcode and 10 would be used as the amount). |
| external_id_query_param | If your user is redirected from another website and this website adds query parameters, you can use this to retrieve the external_id from the query parameter |
| customer_id_query_param | If your user is redirected from another website and this website adds query parameters, you can use this to retrieve the customer_id from the query parameter |
| currency_id_query_param | If your user is redirected from another website and this website adds query parameters, you can use this to retrieve the three letter ISO currency code from the query parameter |
| provider | By using a provider you automatically fetch the query parameters that are available for the provider after redirect, eg provider=“chargebee” will automatically use the “sub_id” query parameter as the customer id and the “invoice_id” as the external_id. Possible providers are: “paypal”, “moonclerk” and “chargebee”. |
| amount | This is the conversion amount (i.e. 10.50) |
| customer_id | The id of the current customer.If you have recurring /,lifetime enabled in your program, and a customer exists for the passed,customer id, the conversion will be attributed to the original referring,affiliate of that customer. Else, a new customer will be created. |
| currency | The three letter ISO currency code.Override the program’s default currency for this conversion by explicitly passing a currency code. |
| customer_type | The type of customer can be: “trial”, “customer” or “lead”. If used, only a Customer is tracked and no Conversion |
| coupons | Coupon codes take precedence over traffic driven through affiliate links. If none of the supplied coupons is associated with an affiliate, we will fall back to cookies (if any). |
| meta_data | Can be used to store additional data alongside a conversion, e.g. a lead’s name or hashed email. You add different keys the following way meta_data=“key1=value1&key2=value2” |
| commission_type | The identifier of the commission type to use. |
Paypal
Add the provider argument to your shortcode so that your shortcode looks like [tapfiliate provider=“paypal”]
Hit save.
Next, configure Paypal:
- Login to your paypal account.
- Click on the Settings gear on the upper right > Account Settings.
- On the left-side navigation column, select Website Payments.
- Locate Website Preferences and click on Update.
- Switch Auto return “On” and enter your desired Return url.
- Switch Payment data transfer “On”.
- Login to your paypal account.
Note: This guide above is intended for business PayPal accounts.
Memberful
If you are using Memberful to manage your subscriptions in your WordPress powered site, please follow the steps in our Memberful Integration Guide.
Important
Please remember to test a conversion before starting your program. This way you can verify that tracking has been set up correctly. You can create a test conversion by following the steps described here.
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