A: When a contact clicks through an affiliate link, their browser is "cookied". These "cookies" will be tracked when the contact submits through a Smart Form/Order Form. Upon submission of the form, either First or Last Referrer will be updated. Assuming the contact is not already in the system, both First and Last will update. If they are already in the system, whether they were imported or referred by another partner, only the Last Referrer will update.
Be sure that every page you are sending people to has a tracking script on it! If you are sending people to a WordPress page on a site with PilotPress installed you are fine. If you are sending clients to any other webpage be sure you have created and posted tracking scripts on the end pages so the partners track correctly.
Q: If Last Referrer is selected, what happens when the Last Referrer is not the partner that just set a cookie in the browser when a sale is made?
A: If the Last Referrer is not the partner that just set the cookie when a sale was made, that means another partner has become the Last Referrer. Does this make sense? Example: Partner 2 was Last Referrer, but when the contact made a purchase they were cookied by another partner. That new partner (Aff 3) became Last Referrer and is going to be paid.
Q: If Last Referrer is selected, what happens when a new cookie is set by a new partner but a sale is not made, does it still replace Last Referrer?
A: It will do nothing unless the contact submits through an order form or smart form. If they submit, then Last Referrer will be updated.
Q: If Last Referrer is selected, is there a way to simply have a “last cookie wins the sale”, meaning that the partner whose cookie is in the browser is the one who gets the sale, if there is no cookie in the browser then the sale is NOT credited to a partner?
A: Yes-ish... But you'll need to run a pay on Last Referrer program. Currently there is no way to stop Last Referrer from being updated if a contact clicks through another partner's link and opts in.
Usecase: You want to have your partners refer other partners to your two tier program before the launch starts. You want the partners to gather affiliate buzz to extend the reach of the launch.
A word on 1 and 2 tier Partner Programs
A 1 tier system means that the only time a commission is made is when someone refers your product and a sale is made.
A 2 tier system allows for the original referrer to make another, usually smaller commission whenever someone who they referred makes a referral that ends up in a sale. This of course, gives your partners an incentive to refer people who refer.
How to do this
First, decide if you want to provide an Partner Center for your partners to view their referrals and promotional materials. Then set your global rules for all your Partner Programs in this account. This is where you’ll determine if you pay off of First or Last Referrer
After this you need to go about creating your two tier Partner Program. Be sure that the products you want to have the partners promote are marked as commissionable from within the Partner Program settings.
Next, return to the Partner Management Overview page and execute steps 3 through 7. After finishing step four be sure that you also create a promo tool that points to the Partner Sign-up Form! This is how your partners will use an affiliate link to "refer" other partners! Once you have this structure set up you can continue with developing and launching your product.
A word of caution: Be sure that every page you are sending people to has a Tracking Script installed on it! If you are sending people to a WordPress page on a site with PilotPress installed you don’t need to worry about this; these pages are automatically tracked by ONTRAPORT. If you are sending clients to any other webpage, be sure you have created and posted Tracking Scripts on the end pages so the partner sales track correctly.
A: When last referrer is selected, if you re-run a commission on an open order, you must select the referrer you wish to give affiliate commission to. If you don’t, the system will re-run the commission with whichever last referrer is currently listed which may differ from the original transaction since last referrer can change.
Q: If I move a Partner from one Partner Program to another, will all their affiliate data (clicks, leads, sales, commissions) move seamlessly from one program to the other?
In other words
If Partner (Affiliate) Bob referred a sale for Product A under Partner Program A and I switch Bob from Partner Program A to Partner Program B, (and Partner Program B has a different set of products and commission setups), will Partner Bob still see the historical data for his affiliate activity that he promoted when he was in Program A?
When you move a Partner from Program A to Program B, all stats move with the Partner. That means if you move from Program B back to Program A, all stats are still there. The only thing that does change is which Subcollection the Partner appears in.
Also, if you change a Contact's Partner Program from Program A to Program B, Program A no longer shows him/her in the Partners Menu > Programs > Program A Subcollection because they are now in the Partners Menu > Programs > Program B Subcollection.
As for any open orders (payment plans/recurring subscriptions) at the contact level, those should remain the same as long as both the Product exists and the Partner exists. If the Partner is removed, all upcoming open orders will not be credited to that Partner because they were deleted.
Commission generated and Partner paid: In this case, a "clawback" will be generated in which the amount generated in commission will be retrieved from future commissions for the Partner. The "clawback" appears as a negative commission.
Commission generated and Partner NOT paid: If the Partner has not yet been paid, then the funds will simply be subtracted from the Partner's earnings, reducing the total to be paid to them, before they are paid.