What are tracking plans?
Tracking plans allow you to monitor sales generated by influencers using discount codes or affiliate links. They work with platforms like Amazon Ads, Shopify, WooCommerce, BigCommerce, and Magento, or via Agnostic Sales Tracking (AST) settings.
Once your tracking plan is set up, Upfluence automatically generates discount codes and links for each creator in your Campaign, helping you track performance and manage commissions with ease.
1. How to set up a tracking plan
You can set this up during or after campaign creation:
Option 1: During campaign setup
Go to Step 2 – Information > Track orders & sales performance
Toggle the tracking feature on and follow the setup steps
Option 2: After campaign creation
Go to Campaign Settings > Track orders & sales performance
Toggle the feature on and start creating your tracking plan
To create a new tracking plan:
Go to Campaign > Settings > Sales & activity tracking
Click + New tracking plan
Set up Plan details:
Plan name: Choose something unique and recognizable
Tracking provider: Select your platform (e.g., Shopify, Amazon Ads)
Set up Code parameters:
Discount value: Set a % or fixed discount
Code pattern: Customize how codes are structured (e.g.,
{{username}}10OFF)Code preview: See how the code will appear
Set up Link parameters:
Click-through URL (optional): Redirect users to a specific page. If disabled, links go to the store homepage
UTM parameters (optional): Add tracking for Google Analytics. Can hit on + Insert variable to pick variables
Track affiliate link clicks (Shopify only): Enable short links and click tracking
Link preview: See how the link will appear to influencers
Set up Limits:
Discount code usage:
Limit total uses (e.g., 1 use only)
Limit to one use per customer
Set a minimum purchase requirement (Shopify only): Set a required cart value or item quantity
Select specific products or categories (optional): Restrict the discount code to certain products.
Active date (optional): Add start and end dates of the tracking plan (discount)
Click Create to save your plan and link it to the campaign. If you’re updating an existing campaign, don’t forget to click Update Campaign afterward.
When codes and links are generated
You can decide when Upfluence should create codes and links:
Option 1: When I Approve creators’ application to my campaign
Option 2: When creators are added to my campaign
You can also choose whether creators can access their performance data:
Visibility ON: Influencers can download their sales reports via the creator portal
Visibility OFF: The download button will be disabled
2. Changing the linked tracking plan before launch
If you ever need to update the tracking plan before your campaign goes live, here’s how to do it:
Go to Campaign > Settings and select a new tracking plan from the drop-down menu.
Click Update Campaign to link the new plan.
Important Notes:
Do not link the same tracking plan to multiple campaigns to avoid tracking errors.
Once outreach starts, you can NOT change the tracking plan. Contact support via live chat if changes are needed before sales are recorded.
3. Tracking sales performance
Option 1: From the campaign
Go to the Performance tab in your campaign.
Open the Conversions section to view sales attributed to each influencer.
Check detailed reports on sales, discount code usage, and affiliate link conversions.
🔗 More details: How to track and manage Campaign sales results
Option 2: From the Reporting app
You can also use the dedicated Reporting app to view performance dashboards.
4. Tracking affiliate link clicks
You can monitor affiliate link activity directly in your Campaign or Community view.
Columns available:
Total Clicks: Total number of clicks on each creator’s short link so you can compare traffic.
Conversion Rate (CVR):
Number of Sales / Number of Clicks(in %) to spot efficiency and understand who turns traffic into buyers.Earnings Per Click (EPC):
Total Generated Sales Value / Number of Clicks(expressed in your sales currency), to estimate value per visit and compare ROI across creators.
Frequently asked questions
1. What is the difference between Shopify affiliate links and Shopify discount codes?
Shopify affiliate links and discount codes function the same way in Upfluence.
Affiliate links: URLs that automatically apply a discount at checkout when clicked.
Discount codes: Customers manually enter the code at checkout.
Both methods ensure accurate sales tracking as long as a valid Upfluence-generated code is used during checkout.
2. What is the difference between affiliate links and click tracking links?
Affiliate links: Track sales and clicks; apply discounts automatically
Tracking links: Track clicks only, used to measure traffic
📌 Upfluence AST (Agnostic Sales Tracking) affiliate links do not require a discount code, offering more flexibility.
3. Why don’t I see affiliate links when I create my discount offer?
Affiliate links are unavailable for WooCommerce, Magento, and BigCommerce due to platform limitations.
💡 Solution: Use Upfluence Agnostic Sales Tracking (AST) as a workaround.
4. Can I add the same tracking plan to different campaigns?
Technically, yes, but it is not recommended due to sales tracking issues.
If an influencer participates in multiple campaigns using the same tracking plan, sales data will be recorded for both campaigns simultaneously, risking duplicate payments.
5. Can I set up active dates for WooCommerce discount codes?
No, WooCommerce does not support active date settings for discount codes. You must update them manually in WooCommerce. For more capacity limitations, please check CMS Integration Capabilities.
6. What should I do if a discount code didn't generate?
Follow these troubleshooting steps:
Check for missing profile information
Ensure the influencer's first name, last name, and email are filled in.
Update missing details and click "Retry" to generate the code.
Verify social media variables
If the discount code setup includes a social media username, but the influencer has no linked social account, the system may fail.
Contact our support team via Live Chat and provide url of the missing social media to resolve this.
If the issue persists
Send a screenshot of the error and the Campaign URL to the Upfluence support team for further investigation.
7. Do archived campaigns continue to track sales?
Yes, Upfluence continues tracking sales from archived campaigns.
8. Are Upfluence-generated affiliate and tracked links permanent?
The validity depends on the tracking plan settings. If the tracking plan had an expiration date, links will stop working accordingly.
9. Can I use the same discount code for an influencer in multiple Shopify stores?
Yes, if the stores are completely separate integrations.
No, if they are part of the same Shopify integration, as the system prevents duplicate codes.
10. Can multiple influencers use the same discount code in a Campaign?
No, your CMS cannot differentiate sales between influencers if they share the same discount code, so Upfluence cannot either.
Each influencer must have a unique discount code for accurate tracking.
11. Can I track affiliate links via Zapier if my CMS isn’t integrated with Upfluence?
No, Zapier does not support affiliate link tracking.
Solution: Use Upfluence AST to track sales even if your CMS isn’t directly integrated.
12. Why do random letters get added to discount codes?
If a discount code already exists in your store, Upfluence automatically adds an random character to create a unique code.
Solution:
Change the existing code in your store.
Manually edit the discount code in Upfluence to match your preferred format.
13. If an influencer releases a promo code and gets sales from different countries, how would it show in Upfluence?
All sales are tracked, regardless of the country of purchase.
Every single order completed through a generated coupon code will be tracked and included in the performance tab without differentiation by country.
14. Can I track sales in Shopify without offering a discount?
Yes, but Shopify requires a discount code for tracking.
Solution: Use Upfluence AST, which allows tracking without discounts.
15. Can you ensure that a discount code doesn’t end up on a third-party website?
Unfortunately, it's not possible to prevent a discount code from ending up on a third-party website, as controlling people's behavior is beyond our capability.
One solution to consider is using the Upfluence Agnostic Tracking (AST) system, which strictly tracks the sales of those who clicked through your links, offering a more controlled tracking environment.
16. What happens if I change the code generation setting?
Switching to “When creators are added”: Codes will be generated for all existing creators without one.
Switching to “When I approve”: New creators won’t receive codes until approved.