Conversions and Events without using a Transaction ID

Offers set up

Purpose:

The purpose of this walkthrough is to show you Conversions and Events without using a Transaction ID

Pre Requisites:

WF account
aff_id,

This approach could be useful if you want to control the offers directly on the Webforce side, you define the offers to use in Webforce and the only value externally needed is the Affiliate ID. We generate here a clickless conversion, so take into consideration that you won’t see click stats on the Everflow admin.

In the offers that you want to integrate with us be sure that they have this:

Your base destination URL must include the aff_id field, other fields are optional and there is no problem if there are present (except the transaction_id). It should look like this:

Lead capture

A lead capture occurs when someone fills out the Lead form component used in the funnel pages. For generating lead conversions in Everflow is needed to provide an offer id. You can provide additionally an event id (normal event id or advertiser event id).

There are some ways to define the offer id, they are ordered by priority. It means that if you provide all/some of them the first found will be used.

In the editor, you can add a hidden input called ef_offer_id to the Lead form component. Inside put the value of the offer id you want to use.

In the admin you can go to Funnels > Edit on the desired funnel > Edit on the desired page > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin you can go to Funnels > Edit on the desired funnel > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin, you can go to Integrations and click on View configuration in the Everflow card, go to the events tab and define an offer id in the Funnel section.

Funnel checkout

Every time a successful transaction happens in a funnel check out an offer id is needed to generate an Everflow conversion. You can provide additionally an event id (normal event id or advertiser event id).

There are some ways to define the offer id, they are ordered by priority. It means that if you provide all/some of them the first found will be used.

In the editor, you can add a hidden input to the desired offer called ef_offer_id to the Checkout component. Inside put the value of the offer id you want to use.

In the admin you can go to Offers > Edit on the desired Offer > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin you can go to Funnels > Edit on the desired funnel > Edit on the desired page > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin you can go to Funnels > Edit on the desired funnel > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin, you can go to Integrations and click on View configuration in the Everflow card, go to the events tab and define an offer id in the Funnel section.

Funnel upsell

Every time a successful transaction happens in a funnel upsell an offer id is needed to generate an Everflow conversion. You can provide additionally an event id (normal event id or advertiser event id).

There are some ways to define the offer id, they are ordered by priority. It means that if you provide all/some of them the first found will be used.

In the editor, you can add a hidden input called ef_offer_id to the Upsell component. Inside put the value of the offer id you want to use.

In the admin you can go to Offers > Edit on the desired Offer > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin you can go to Funnels > Edit on the desired funnel > Edit on the desired page > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin you can go to Funnels > Edit on the desired funnel > Metadata click on the button to add a new record for the key use ef_offer_id and put in the value the id.
In the admin, you can go to Integrations and click on View configuration in the Everflow card, go to the events tab and define an offer id in the Funnel section.

Duplicated conversions and events

It can be that in some situations you want to trigger the same conversion more than once inside a funnel. For example, on your cart page and in every upsell you want to trigger the base conversion (without using events). In that scenario be sure that “Allowed duplicate conversions” is enabled in the offer.

Like the previous situation, if you want to trigger many times the same event (you have many upsells in your funnel flow and all of them with the same event id), be sure that “Allowed duplicate events” is enabled in your event.

Check List:

Log in to Webforce
aff_id,