There may be times when you need to manually attribute a conversion to a specific affiliate. This guide explains how to retroactively add missed conversions and how to set up attribution so that all future activities from that customer are correctly tracked.
Manually add conversions that should already be attributed
In order to attribute conversions that should already be connected to the affiliate, you will need to manually create a conversion.
Navigate to your Click report and select a specific click.
Click the Create conversion button located in the opened side modal.
Fill in all required information: Conversion type, Conversion status, and Amount (if the selected conversion type is dynamic).
Create the conversion.
Correcting Misattributions: If a conversion is attributed to a different affiliate who is not supposed to be the assigned affiliate at the moment, simply change the status of that conversion to Rejected. Once rejected, you can create a new conversion with the correct attribution by following the steps above.
Add attribution for all future conversions
An admin can manually add, edit, or delete an External CID on a click directly within the Click report to ensure future tracking. You can do this by either selecting a click and modifying the External CID in its side modal, or by using the same options available directly in the associated click's column.
⚠️ Important: This method of assigning attribution for all future conversions is valid only for integrations that use an email or a unique user identifier.
Alternative method: connecting via API
Alternatively, a customer can be manually attributed for all further purchases by connecting a click with an External CID using the API (click here to go to the API documentation).
In this example, we will use a service called Postman:
Install and open Postman, then create a new POST request.
Add the following URL:
https://TENANT_ID.trackdesk.com/tracking/external-cid/v1.Replace
TENANT_IDwith your Tenant ID, which you can copy from Your Trackdesk identifiers at the top right of any Settings page.Add the following request body in the Body section (under the raw subsection):
{
"externalCid": "EXTERNAL_CID",
"revenueOriginId": "REVENUE_ORIGIN_ID",
"cid": "CLICK_ID"
}Replace these values:
EXTERNAL_CID: the email or unique identifier of the userREVENUE_ORIGIN_ID: your Revenue Origin IDCLICK_ID: the CID copied from the Click report. Ideally, this should be taken from the same click you added the manual conversion for. If that step was skipped, select the CID of the click that the affiliate referred to you.
Your Tenant ID and Revenue Origin ID can both be copied from Your Trackdesk identifiers at the top right of any Settings page.
Verifying the setup
Once your request is configured, you can run it and check if the result is present in the Click report. Under the External CID column, you will now see the email or unique identifier.
From now on, all payments from this customer will be successfully referred to the affiliate that brought the click.