Set up recurring order tracking

in this guide we'll walk through the steps to set up recurring order tracking docid\ zeuo dm8fic3mnyf6cxvs for a program, including setting the window of time for which repeat orders are eligible for recurring rewards video walkthrough video transcript this is a transcript from the loom video walkthrough step by step instructions enable recurring order tracking in program settings log into your roster account navigate to the program settings of the ambassador program where you want to enable recurring order tracking click on the referrals tab click edit for the reward type you want to enable recurring tracking for referral commissions, and/or referral points toggle the recurring rewards option to on specify the recurring order window in days (e g , 180 days) for a lifetime window, set a very high number click save test the recurring order tracking initial order make an initial purchase using the ambassador’s referral link or shareable code navigate to the linked store add an item to the cart apply the ambassador’s shareable code during checkout complete the purchase verify the order in roster go to the all orders tab check that the order is queued for attribution processing confirm that the order is attributed to the ambassador after processing test the recurring order tracking repeat order make a second purchase as the same customer within the recurring order window use the same email address as the initial purchase do not use a referral link or shareable code if you used a referral link to make the initial purchase, be sure to make the second purchase in an incognito browser window so that the second purchase doesn't include the ambassador's referral link id, which has an attribution window of 30 days verify the recurring order in roster go to the all orders tab check that the order is queued for attribution processing confirm that the recurring order is attributed to the ambassador once processed monitor and manage recurring order tracking use roster’s reporting tools to view orders attributed through recurring rewards analyze ambassador performance for recurring purchases adjust the recurring order window in program settings if needed, e g shorten the window for time limited offers consider extending the window if ambassadors are responding well to recurring rewards next steps recurring order tracking faqs docid\ g9kvxlj5wxfrsantvqrgq referral rewards guide docid\ zi7osharmlsz6bs20vnjh need help? if you have any questions or need assistance, reach out to our support team at support\@getroster com mailto\ support\@getroster com