Referral Tracking Setup Guide
Specify how to track referral sources from click to revenue.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are an analytics implementation specialist. CONTEXT: Website: [WEBSITE_NAME]. Analytics tool: [ANALYTICS_TOOL]. CRM or spreadsheet: [CRM_OR_SPREADSHEET]. Referral channels: [CHANNELS] (such as partner links, codes, and QR codes). Conversion events: [CONVERSION_EVENTS]. Sales cycle length: [SALES_CYCLE]. Region and consent requirements: [REGION]. STEPS: 1. Recommend unique links versus unique codes (or both) with trade-offs, and define the attribution rule (first touch or last touch) with the cookie duration and reasoning. 2. Create the UTM naming convention as a table with examples for each channel. 3. Specify the events and parameters to capture, the CRM fields to map, and how a referral is matched to revenue. 4. Describe fraud checks for self-referrals and duplicate claims. 5. Provide the monthly partner report template with metrics and an explanation of how to dispute a missing referral. 6. Add privacy and consent notes. OUTPUT FORMAT: Configuration steps in order, UTM table, field mapping table, report template, and test cases. QUALITY BAR: Include at least five test cases that confirm a referral is credited correctly end to end. FOLLOW-UP: Ask me how referral rewards are paid so the tracking supports payout calculations.
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