Affiliates Tracking

Overview

Affiliates Tracking connects marketing links, attendee discounts, referral attribution, and reward rules. It is used when the event wants to understand which campaigns drove registrations or when affiliates should receive a tracked reward.

Dashboard route

• /ems/manage/affiliates-tracking?id=:eventId

Feature settings

Input or control	What it changes	Before saving
Enable affiliates and tracking	Allows attendee rego to capture affiliate attribution, campaign UTM data, and linked affiliate discounts.	Confirm the event has a tracking policy before turning on.
Affiliate cookie lifetime (days)	Sets how long attribution persists after someone opens an affiliate link. Accepts 1-365 days.	Default is 7 days. Match the campaign promise and privacy expectations.
Feature badges	Show whether campaigns, reward tables, and affiliates are active for the event.	Disabled badges mean records may exist but tracking is not enabled.
Floating save bar	Saves settings, campaigns, reward tables, and affiliates; or reverts all to the last loaded state.	Revert if a campaign code, reward rule, or affiliate code was changed by mistake.

Campaign controls

Input or control	What it changes	Before saving
Add campaign	Creates a campaign record.	Use one campaign per channel or initiative.
Campaign title	Staff-visible campaign name.	Required. Use a name that finance and marketing can recognize.
Campaign code	Stable code used in campaign links and UTM defaults.	Required and must be unique among campaigns.
Landing path	Optional attendee-facing path the campaign link opens.	Leave blank to use the default public event page.
UTM source	Identifies who or what sent traffic.	Examples: instagram, newsletter, creator-collab.
UTM medium	Identifies the channel type.	Examples: affiliate, social, email, qr.
UTM campaign	Identifies the overall promotion.	Usually matches the campaign code.
UTM content	Optional creative, placement, or variant label.	Examples: story-set-01, hero-banner, bio-link.
UTM term	Optional keyword, audience segment, or batch label.	Use only when reporting needs the extra dimension.
Notes	Internal campaign context.	Record owner, launch dates, or where the link will be posted.
Active	Makes the campaign usable for share links.	Inactivate old campaigns instead of deleting audit context.
Campaign share link	Generated link targeting the attendee-facing rego site.	Save the event slug first if the link cannot be generated.

Reward table controls

Input or control	What it changes	What each option means
Add reward table	Creates a reusable reward setup that affiliates can link to.	Use one table for each reward policy.
Table title	Required name for the reward table.	Titles must be unique.
Reward system	Chooses automatic reward behavior.	No automatic reward tracks only. Conversion milestones unlocks rewards at thresholds. Commission payout calculates commission and collects payout method choices.
Reward label	Categorizes the reward.	Kickback, Merch, Service, or Other. Use the label that matches the published affiliate terms.
Reward details	Optional description of the reward.	Use attendee/affiliate-facing wording where appropriate.
Active	Enables the reward table for use.	Keep inactive until finance or marketing approves it.
Notes	Internal reward-table context.	Record owner, agreement, or settlement notes.

Conversion reward settings

Input or control	What it changes	Before saving
Progress mode	Chooses how conversion progress is measured.	Sales amount uses currency thresholds. Custom points uses points from sales-per-point or item rules.
Sales amount per point	Converts sales totals into points when Progress mode is Custom points.	Required if points mode has no per-item point rules.
Add target	Adds a milestone.	Conversion reward tables need at least one milestone.
Milestone threshold	Sales amount or point count required to unlock the milestone.	Match the selected progress mode.
Milestone title	Name of the unlocked reward.	Keep it understandable in emails or toasts.
Milestone reward label	Categorizes that specific milestone.	Kickback, Merch, Service, or Other.
Milestone reward details	Adds details for that milestone.	Explain what the affiliate receives.
Milestone description	Adds a longer description.	Use for fulfillment or qualification notes.
Add rule	Adds a per-item point rule.	Use when some tiers or add-ons should count more than others.
Item type	Chooses the item source for a point rule.	Rego tier uses tier options. Add-on uses add-on options.
Item	Selects the specific tier or add-on.	If no items are available, configure Rego Config first.
Points	Points awarded for that item.	Must be above zero to be retained.

Commission reward settings

Input or control	What it changes	Before saving
Commission percent	Percentage used to calculate affiliate commission.	Required and must be greater than zero for commission reward tables.
Allowed payout methods	Checkboxes generated from event payment providers.	At least one payout method is required for commission reward tables.
No payout methods available	The event has no payment providers to offer as payout methods.	Add providers in Payments Config before enabling commission rewards.

Affiliate controls

Input or control	What it changes	Before saving
Add affiliate	Creates a username-linked affiliate record.	Confirm the user identity and agreement before creating the record.
Username	Connects the affiliate to an account.	Enter without @; every affiliate needs a username.
Tracking code	Code used in affiliate links and attribution.	Required and must be unique.
Attendee discount type	Chooses affiliate discount calculation.	Flat amount subtracts a fixed PHP amount. Percent subtracts a percentage and cannot exceed 100%.
Attendee discount value	Optional discount given to attendees using the affiliate link.	Leave blank for tracking-only affiliates.
Reward table	Links one reusable reward table.	No automatic reward means attribution is tracked without reward automation.
Notes	Internal affiliate context.	Record agreement terms, owner, or payout follow-up.
Active	Makes the affiliate code usable.	Activate only after reward and discount settings are reviewed.
Applies to gifted regos	Allows this affiliate code to discount and attribute the gifter’s gift purchase flow.	Leave off unless the affiliate agreement covers gifted rego purchases.
Applies to shop orders	Allows this affiliate code to discount and attribute Event Shop carts.	Leave off unless the affiliate agreement covers merch/shop purchases and any reward table should count shop conversion value.
Affiliate share link	Generated direct affiliate link.	Check the code and destination before giving it to the affiliate.
Campaign-specific share links	Generated links combining active campaigns with the affiliate code.	Use when a creator is sharing a specific campaign.
Payout setup display	Shows payout method/account details supplied by the attendee for commission rewards.	Review before settlement and do not share outside authorized finance staff.

Affiliate applicability is checkout-specific. Registration attribution, gifted rego attribution, and shop-order attribution may have different campaign agreements, reward tables, discount promises, and finance reporting effects. Confirm the agreement before enabling a code outside regular rego.

Validation and generated states

State or validation	Meaning	What to do
Duplicate campaign code	Two campaigns use the same code.	Rename one before saving.
Duplicate reward table title	Reward table titles conflict.	Use distinct policy names.
Conversion table needs milestones	A conversion reward table has no targets.	Add at least one target.
Points mode needs point rules or sales-to-point conversion	Points mode has no way to calculate progress.	Add sales amount per point or per-item rules.
Commission table needs payout methods	Commission rewards have no allowed payout method.	Select at least one provider from event payment providers.
Duplicate affiliate tracking code	Two affiliates use the same code.	Rename one before saving.

Flowchart context

Create an Event links here during marketing setup after coupons. Finance closeout may review affiliate results when rewards or commissions need settlement.

Common mistakes

Do not create affiliate discounts without a reward policy. Staff need to know whether the code is for tracking only, attendee discount, affiliate reward, gifted rego attribution, shop order attribution, or all of those.

Configuration saves return the durable primary result without waiting for analytics hydration, notification fan-out, or a full registration-mirror rebuild. Those secondary effects run as bounded background work. Do not repeatedly press Save because an analytics count has not refreshed yet; refresh the page once after the success state if a current report is required. If a side effect fails, use its operational log or retry path rather than rewriting the affiliate configuration.