Feature update history:
14/02/25 – External CID on a click is now possible to be added, edited or deleted vi admin.
Manually add conversions that should be already attributed to the affiliate
In order to attribute conversions that should already be connected to the affiliate, you will manually create a conversion - select a click in Click report and use the Create conversion button in the opened sidemodal.
Select all required information - Conversion type, Conversion status and Amount if the selected conversion type is dynamic, and create the conversion.
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 and create a new conversion with the correct attribution according to the guide above.
How to add the attribution to an affiliate for all future conversions of the customer
An admin can manually add, edit or delete an External CID on a click in the Click report. Either select a click and add, edit or delete the External CID in it's side modal, or use the same available options directly in the associated click's column.
Alternatively a customer can be manually attributed for all further purchases by connecting a click with External CID by API.
In this example of attribution, we will be using a service called Postman.
Install and open Postman.
Create new POST request (shown in the screenshot below where it can be seen).
Add the URL https://TENANT_ID.trackdesk.com/tracking/external-cid/v1
Make sure to replace TENANT_ID with your actual tenant ID; you can find it in the bottom of the settings page.
Add the following request body (shown in the screenshot below, accessible in the Body section, subsection raw)
{
"externalCid": "REPLACE_ME",
"revenueOriginId": "REPLACE_ME",
"cid": "REPLACE_ME"
}
Adding information to the request:
externalCid - you will add the email of the user that is present in the Stripe contact.
cid - this value is copied from a Click report, ideally taken from the same click that you added the manual conversion for, or if this step was skipped, you select cid of a click that the affiliate referred to you as the click of the referred customer.
revenueOriginId and tenantId values can be found on the Settings page.
Now you can run the request and see if the result is present in the Click report.
Under the External CID column, you will now see the email.
From now on, all payments of the Stripe customer will be referred to the affiliate that brought the click.