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Refersion Integration
Updated over a month ago

Integrating Refersion with your Uscreen account is an excellent way to set up affiliate and referral programs. With Refersion, you can easily track referrals and manage affiliate commissions. The integration is compatible with both Stripe and PayPal transactions, and by using the link provided, you can enjoy an extended 30-day free trial of Refersion.


Step 1: Obtain Your Refersion API Keys

To start, you need to retrieve the necessary API keys from Refersion:

  1. Log in to Refersion: Navigate to your Refersion account.

  2. Go to Account Settings: Click on Account > Settings.

  3. Add API Tracking: Under the Tracking section, click Add Tracking and select Refersion API Tracking.

  4. Keep this tab open: You'll need this information shortly.

Step 2: Integrate Refersion with Uscreen

Now that you have your API keys, follow these steps to connect Refersion to your Uscreen account:

  1. Access Uscreen Settings: In your Uscreen dashboard, navigate to Settings > Integrations.

  2. Connect Refersion: Find the Refersion option and click Connect.

  3. Enter API Keys and Subdomain: Paste the API keys and subdomain you obtained from Refersion into the corresponding fields in Uscreen, then click Connect.

  4. Configure Affiliate Tracking: Ensure that your affiliate tracking is properly set up in Refersion to track data sent from Uscreen. Setting up SKUs (Stock Keeping Units) is recommended. You can refer to Refersion's documentation on SKUs for detailed guidance.

Refersion Tracking Settings

To use Refersion's v4 JavaScript tracking for your Uscreen site, you'll first need to enable v4 tracking in your Refersion account. You can do this by navigating to Account > Settings > Tracking and clicking the toggle option to turn on this feature.

Technical Specifications: Data Sent to Refersion

When a transaction occurs, Uscreen sends a payload of information to Refersion. Here’s what’s included:

params = {
cart_id: invoice.user.uid,
order_id: invoice.id,
currency_code: invoice.currency,
customer: {
email: invoice.user.email
},
items: [
{
name: invoice.product&.title,
price:
Money.new(invoice.original_price).to_f,
sku: "#{invoice.product&.id}-#
{invoice.product.class}",
quantity: 1
}
]
}

Commonly Asked Questions

1. How do I generate SKUs for affiliate tracking?

SKUs are constructed as {content_id OR offer_id}-{product type}. Here’s how to find these components:

  • Content ID: Go through the checkout process as a non-signed-in user. Look for a URL similar to .../orders/checkout?c=343365. The number after c= is your content_id.

  • Offer ID: For subscriptions or bundles, proceed to checkout and locate the URL, such as .../orders/customer_info?o=24229. The number after o= is your offer_id.

The product type varies based on what you are tracking:

  • Video: -video

  • Live Event: -live_event

  • Collection: -collection

  • Subscription/Bundle: -offer

Your final SKU might look like 23232-offer or 23553-video.

2. When is conversion data sent to Refersion?

Conversion data is sent to Refersion after a successful transaction, which includes:

  • Transactions with any positive amount, including those with applied discounts.

  • Trials, even if the transaction amount is $0.00.

  • Recurring orders for subscriptions, provided you are crediting affiliates for these.

This ensures all qualifying transactions are tracked and credited appropriately in your affiliate program.

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