Sales attribution overview

sales attribution in roster is the process of attributing a sale (aka an order or conversion) to one of the ambassadors in your roster account there are two attribution types in roster referred order attribution, and personal order attribution this document describes both attribution types and rules employed by roster to make attribution decisions when processing orders sent to roster attribution eligibility before diving into the details of the two attrition types in roster, it's important to understand a key eligibility requirement an ambassador must be active in a program at the time the order was created to be eligible for attribution in roster by way of example, let's suppose that alice is a contact in a brand's roster account but isn't currently in any of their programs if a customer were to make a purchase having clicked her referral link that is still on her instagram bio, roster wouldn't attribute the referral to alice because she isn't in a program likewise, if alice were to make a purchase on the brand's website, the order wouldn't be attributed as a personal order for the same reason attribution types personal orders attribution personal order attribution, also referred to simply as purchases, is an order made by one of your ambassadors (or by somebody using an ambassador's personal or reward code ) personal orders are not eligible for referral rewards, although some brands offer some form of loyalty reward, which is currently outside the scope of roster there are two methods roster uses to identify personal orders matching email the email address on the order matches the email address of an ambassador for example, an order placed by a customer with the email alice\@example com is attributed as a personal order to an ambassador whose email is alice\@example com reward code a discount code used on the order is a personal discount code or reward discount code assigned to an ambassador in the program for example, one of your ambassadors, alice, receives a 50% off discount code for unlocking a milestone and gives it to a friend, who uses it to make a purchase referred order attribution referred order attribution, also referred to simply as a referral, is an order made by one of your customers and attributed to the word of mouth efforts of one of your ambassadors referrals are eligible for referral rewards and contribute to your programs' referred order revenue, a key indicator of the value your programs are bringing to your brand there are three methods roster uses to identify referred orders referral links (aka smart links) a purchase was made with an ambassador's referral link for example, alice puts her referral link on her instagram bio and a follower clicks the link and makes a purchase within the attribution window shareable discount codes a purchase was made with an ambassador's shareable code for example, alice is given the code alice20 and a friend makes a purchase with her code recurring orders a purchase was made by a customer who was previously referred by the ambassador, and the purchase is made within the eligibility window as defined in the program's referral settings for example, bob initially clicked on alice's referral link two months ago, and now makes another purchase but without clicking her link or using her code if alice is in a program with recurring referrals enabled, she will get a referral for bob's purchase sales attribution logic (version 2 2) the following list describes the logical hierarchy used by roster to attribute an order to an ambassador rule 1 personal order via email address if the customer making the purchase is also an ambassador in an active program at the time the order was placed attribution type personal order attribution method email address rule 2 personal order via reward code else if the order has a discount code that is assigned to an ambassador, as either a personal discount code or a reward discount code, and the ambassador was in an active program at the time the order was placed, and the discount code was active at the time the order was placed attribution type personal order attribution method reward code rule 3 referred order via referral link else if the order was made from an ambassador's referral link and the ambassador was in an active program at the time the order was placed, and the order was placed within the referral link's attribution window attribution type referred order attribution method referral link see docid\ uwop1nebkqwrk6caqzrkv below for when a customer clicks on two different ambassadors' referral links rule 4 referred order via shareable code else if the order has a discount code that is assigned to an ambassador as a shareable discount code, and the ambassador was in an active program at the time the order was placed, and the discount code was active at the time the order was placed attribution type referred order attribution method shareable code rule 5 referred order via recurring order else if the customer was previously referred by an ambassador in roster, and that ambassador was in an active program with recurring rewards enabled at the time the order was placed, and the order was placed within the eligibility window defined in the program's referral settings attribution type referred order attribution method recurring order if an order doesn't match any of the above five rules, then no attribution is assigned to the order last click attribution roster uses last click attribution in the case where a customer clicks on multiple ambassadors' referral links before making a purchase consequently, roster doesn't split attribution across multiple ambassadors for example, given charlie is a customer (and isn't an ambassador for the brand) and clicked on alice's referral link on tuesday, but before making any purchases, clicked on bob's referral link on thursday, followed by making a purchase, then the attribution would go to bob, as his link was the last link clicked before making a purchase sales attribution triggers the following is a high level overview of the logic that triggers roster to process (or re process) an order for attribution trigger order processing attribution processing new order yes yes order status changed to cancelled yes yes order sub total or total changed yes yes order financial status changed to partially refunded or refunded yes yes order's referral id or discount code changes yes yes order fulfillment status is changed yes no order source is changed (e g from webhook to web pixel) yes no order external order id or external order number is changed yes no