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Offer Goals

Overview and Setup

A surfer's click can lead to different events that you may want to track with Trackfinity. The default events that can be tracked are:

  • conversion - the initial transaction for a customer
  • continuity - any transaction after the initial (commonly used in recurring subscription models).

For any other events that you want to track, Trackfinity allows you to define custom events called "Offer Goals". One common example of a Goal is a free signup or registration. To enable goal usage for your network, you will first need to open Configuation > Project Settings, and check the "Enable Offer Goals" config to be on.

Setting up custom goal tracking for an offer is simple and easy and happens in these three steps:

  • Choose a Goal Reporting Column that the goal stat will fit into, or create a new one
  • Add the Goal details
  • Enable the goal for your offer(s) and set commission if needed

Goal Reporting Columns

The section displays all goal columns that have been set up. If you do not see an existing column that fits the goal, click the Add New Column button to create one. This will open a pop-up where you can set the name of the column and the type of data that will be stored in it:

  • Column Name - The name of the column that should display in your Reporting Admin.
  • Enabled - This setting controls whether or not the goal can be used, and displayed in reporting.
  • Display Revenue - Select this setting if the goal has revenue associated that should be displayed in reporting
  • Admin Only - Enable this setting if the goal should not appear in affiliate reports
  • Notify Type - If a type is chosen, Trackfinity will send notifications to affiliates as if the goal transaction is the type specified.

Adding a Goal

After you've chosen an appropriate reporting column for this goal, go to Manage Goals to view existing goals. To add a new one, click the Add New Goal button top right and specify the following details:

  • Goal Name - The name of the Goal or event you want to track.
  • Goal slug - The value that you will pass in the postback to your install in parameter "goal_slug" to indicate what type of event you are reporting.
  • Reporting Column - The Reporting Column you chose or created in the previous setup step.

Enabling a Goal for an Offer

To enable goals for an offer, go to Manage Offers and locate the respective offer. From the actions dropdown choose Edit Offer Details and scroll down to the Goal Details section on the page. From here you can enable either a Conversion Goal or a Click Goal.

You will need to specify the following details:

  • Commission Type - The structure for payouts to affiliates. Possible values: "% of CPS" for revenue share; "$ per CPA" - for flat amounts per Goal.
  • Commission Amount - Either the percentage or dollar amount for the chosen Commission Type
  • Revenue Type - This field lets you specify how you are going to report the network revenue for these Goals if needed. - These are the available options:
  • From URL - With this option you will pass the network revenue in either "amount" or "revenue" parameter when reporting - a goal event to your install.
  • $ Flat - This option will add another input to the form, "Revenue Amount", which lets you specify the network revenue - for these Goal Events as a flat amount. If this option is used, the "Revenue Amount" specified will always be used - even if you include "amount" or "revenue" when reporting the goal event to your install.
  • % of CPS - You can use this option if your network revenue is a percentage of the Goal amount. This option is commonly - used in revshare models (ex: shopping cart sales). If chosen, you will see another input added to the form, "Revenue - Amount", which lets you specify your network revenue percentage of the Goal "amount" reported.
  • Revenue Amount - This field will only appear if you choose "$ Flat" or "% of CPS" for "Revenue Type".
  • Affiliate Referral Payout - Whether or not affiliate referral payouts should occur for these Goals
  • Affiliate Manager Payout - Whether or not affiliate manager payouts should occur for these Goals
  • Offer Partner Payout - Whether or not offer partner payouts should occur for these Goals

Note

Make sure to click Save Changes at the top or bottom of the form when finished!

Enabling Goals on Multiple Offers

If you need to add a goal to multiple offers, you can do this by going to Manage Goals and clicking Manage Offers from the Actions dropdown for the goal. This will take you to a page listing all offers that have been assigned this goal. Select an offer from the dropdown and click Add to add it to the list.

Reporting Goals to Trackfinity

The way you report goals to your Trackfinity install depends on the offer's Conversion Type setting. You can check the conversion type of your Landing Page by going to Manage Offers and locating the desired offer. Use Edit button in the Landing Pages column.

Pixels

Here is an example on how to build a pixel that can be used for tracking goals. When this pixel is loaded, the goal will be reported to Trackfinity:

<iframe src='http://yourtrackingdomain.com/signup/process_pixel.php?oid={OFFERID}&goal_slug={GOAL_SLUG}&subscription_id={SUBSCRIPTION_ID}&orderid={ORDERID}' height=1 width=1></iframe>

You will need to replace the following place holders in the example above:

  • {OFFERID} - the offerid that the goal is for
  • {GOAL_SLUG} - the Goal Slug defined when adding the goal in the admin
  • {SUBSCRIPTION_ID} - the customer ID from your system so that Trackfinity can put this goal in the same customer record as - their other events. By default this parameter is required. To make the "subscription_id" parameter not required for - your pixels, you can turn off the configuration "Require Subscription Ids for Goals" in the Config Admin -> Project - Settings tab in left side navigation -> Offer Settings section.
  • {ORDERID} - (optional) the transaction or event ID from your system. Sending this will help Trackfinity ensure that if the same pixel loads multiple times, we will only record the event once. To make the "orderid" parameter require for your pixels, you can turn on the configuration "Require Order Ids for Goals" in the Config Admin -> Project Settings tab in left side navigation -> Offer Settings section.

Postbacks

For information on how to report goals via postback, please see Postback Examples.