eCommerce: track and record customer referrals – Knowledge Base

Summary

Set up custom URLs to track how your learners found your courses. Capture the details as custom user data for future reports.

Custom user data and eCommerce are available to all customers.

You can track the source of your users, also called your referrals, to learn how your users find your store. You can then generate reports on effective referrals, or filter your sales reports by a partner referral code, to pay any refunds to your partner.

Referral tracking requires:

setting up a custom user data field to record referral codes
creating referral codes for each partner source, like a third-party site, or a partner site

When users log in and sign up for courses via these URLs, LearnUpon records the referral code as part of their custom user data, telling you how the user reached the site.

Note: This method requires users to enable cookies in the browser. If users do not enable or accept cookies, then they can't log in to LearnUpon, and LearnUpon cannot track the referral code on their account for you.

Access permissions

Only admins with full portal permissions can set up the eCommerce features, and access custom user data fields.

See Portal setup: create admin accounts.

Create a custom user data field for referral codes

See Custom user data: set up custom fields for the how-to about custom user data fields.

Create a field with a name such as Partner Codes or Referrals.

Make sure it is not editable: you enter the referral codes yourself.

Create referral codes for your URLs

Learners access your storefront from more than one URL. Typically users find your
store front page, with a URL like

https://mydomain.learnupon.com/store

Course URLs take them directly to a specific course, for example:

https://mydomain.learnupon.com/store/87564-learnupon-overview?tab=1

Add some parameters to the URLs to allow you to track the referral.

You design your own codes: typically you create codes which are meaningful to you at a glance.

Parameter	Description	Notes
refv	The code you associate with each partner or referral source.	Any alphanumeric character, up to 255 characters long, no white spaces
reff	The custom user data field which will track the referrals.	Any alphanumeric character, up to 255 characters long, no white spaces. If your field name has a space, replace it with an underscore (_)