Manual Referral Attribution

Manual attribution lets you assign sales to specific affiliates, ensuring they get proper commission credit for their referrals.

How to Add Manual Referrals

1. Go to your Affiliate Dashboard
2. Find and click on the affiliate you want to credit
3. Click the "Add Referral" button (top right)
4. Enter customer email and optional customer ID
5. Set the referral date and customer status (Lead, Trial, Customer, etc.)
6. If customer status is "Trial", "Customer" or "Active", you can add transaction details
7. Set commission type (Fixed amount or Percentage) and value
8. Choose approval status and save

Note: You cannot add transactions for customers with "Lead", "Canceled", or "Rejected" status.

How to Add Transactions to Existing Referrals

Sometimes you need to add additional sales or commissions to a referral that already exists — for example, when a customer makes a repeat purchase offline.

1. Go to your Affiliate Dashboard
2. Find and click on the affiliate
3. Click on the referral you want to add a transaction to
4. Click the "Add Transaction" button
5. Enter the transaction amount and date
6. Set the commission (fixed amount or percentage)
7. Choose the approval status:
   • Approved — Ready for payment immediately
   • Pending — Held for a specified number of days before approval
   • Manual Review — Requires your manual approval later
   • Declined — No commission will be paid

Note: If the referral was previously a "Lead" or "Trialing", adding a transaction automatically updates its status to "Customer".

What Happens When You Manually Attribute

The sale gets retroactively assigned to the chosen affiliate, updating their commission earnings, performance metrics, and dashboard statistics. The attribution becomes permanent in your records and will be included in their next payout.

When You Need Manual Attribution

Use manual attribution for offline referrals from phone calls or in-person recommendations, untracked social media referrals, technical issues, or cross-device conversions where tracking fails.

Use manual transactions for repeat purchases made offline, upsells or add-ons not tracked by your payment processor, or adjustments to existing referral commissions.

Need help with complex attribution? Contact our support team for guidance on difficult cases.