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FAQ: How are referred sales tracked?
Libby Serra avatar
Written by Libby Serra
Updated over a week ago

One common question we frequently encounter at Roster pertains to how referred sales are tracked within our system. We aim to provide clarity on this matter by detailing the methods of sales addition, referral recognition, and how referred sale statistics are displayed in the Roster Brand Portal. Additionally, we'll touch upon verifying the proper functioning of your tracking pixel.

How Sales are Added:

Sales or orders can be added to the Roster system through three distinct methods, each serving a unique purpose. While the referral tracking pixel is essential for tracking referrals from share links, the other two options can complement the pixel's data by providing additional sale details it may not capture:

  • Referral Tracking Pixel: This is the fundamental method, as it is the only way to track referrals originating from share links. For Shopify users, there's good news - the tracking pixel is automatically installed in your online store when you connect it to Roster.

  • eCommerce Platform Integration: Roster seamlessly obtains order data from your connected eCommerce platform, such as Shopify. This integration streamlines the sales tracking process.

  • Custom API Integration: If you're using a POS (Point of Sale) system, you can send order data directly to Roster via a custom API integration. This method offers flexibility and allows for a more comprehensive data exchange.

How Referrals are Recognized:

A referred sale is defined as a purchase made following a Roster referral link or by using a discount code assigned to a contact within the Roster system. It's worth noting that a sale attributed to a referrer via a discount code occurs only after the discount code has been assigned to the respective individual.

Display of Referred Sale Stats in the Brand Portal:

In the Roster Brand Portal, we provide comprehensive tools to help you monitor and analyze referred sales. Here's where you can find these statistics:

  • Dashboard and Reports: The Roster Brand Portal dashboard and reports section will aggregate and display referred sales data. This allows for a quick overview of your referral program's performance.

  • Discount Rule Settings: Within the discount rule settings, you'll find detailed information about the impact of referrals on your discount codes and promotions. This insight can be crucial for optimizing your marketing strategies.

  • Individual Contact Profiles: For a granular view of referred sales tied to specific contacts, you can access this information within each individual contact's profile. This level of detail aids in understanding the effectiveness of your referral program on a per-contact basis.

Verifying Pixel Functionality:

To ensure that your tracking pixel is functioning correctly, please refer to our article on testing your pixel installation. This resource provides step-by-step instructions for verifying the accuracy of your tracking pixel setup.

In conclusion, understanding how referred sales are tracked within Roster is essential for leveraging the full potential of your referral program. By knowing the methods of sales addition, referral recognition, and where to find referred sale statistics, you can make informed decisions to optimize your program's performance. We appreciate your feedback and encourage you to share your preferences regarding retroactive discount code attribution. If you have any further questions or need assistance, please don't hesitate to reach out to our support team.

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