Gravity Forms affiliate tracking with Refficks

What it gives you

• Somebody who arrives through a partner's link and then sends the form is tied to that partner. When they later pay, through any payment connection Refficks receives, the sale is credited to the partner who sent them.

What it does not

• A form on its own pays nobody: it is recorded as a lead, never as a new account, so it does not qualify a referral reward that waits for an account. A partner is paid when that person pays, and the payment has to reach Refficks from a connection that names the same email.
• A visitor who has not accepted cookies, or whose browser sends Global Privacy Control, is not named.
• Use email as the name in the query string, not name: WordPress reserves some names and answers a page with them as not found.

Steps

These are the steps as they read inside Refficks. Where one says “below”, it means this guide's page in Refficks, where your own script, addresses and checks are.

1. 1. Put the Refficks script on every page

   Paste the snippet into the head of every page of your site, including the page people land on after the form.

   Your copy of the Refficks script, with your own key in it, is on the Integrations page in Refficks.

2. 2. Send people to your thank-you page with their email

   In WordPress, open the form's Settings → Confirmations, set the confirmation type to Redirect and enter your thank-you page's address.

   In "Pass Field Data Via Query String", enter email= and then choose your email field from Insert Merge Tag, so it reads like email={Email:2}.

3. 3. Name the person on that page

   Paste the code below on the thank-you page, after the Refficks script and before any analytics. It reads the email from the address, takes it back out of the address at once, and tells Refficks who sent the form.

   <script>
     (function () {
       var params = new URLSearchParams(location.search);
       var email = params.get("email");
       if (!email) return;
       [
         "email",
       ].forEach(function (name) { params.delete(name); });
       var rest = params.toString();
       history.replaceState(history.state, "", location.pathname + (rest ? "?" + rest : "") + location.hash);
       (function say(tries) {
         if (!window.refficks) return tries < 40 && setTimeout(function () { say(tries + 1); }, 250);
         window.refficks.lead({ email: email });
       })(0);
     })();
   </script>

   Copy

4. 4. Send a test entry

   Open your site through any partner's link, copied from their page under Partners, and send the form. The checks on this guide in Refficks turn green as each part is seen.

Sources

• Gravity Forms: Configuring confirmations
• Gravity Forms: Using confirmation query strings

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