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How to set up and use Upfluence’s agnostic sales tracking (AST)
How to set up and use Upfluence’s agnostic sales tracking (AST)

Track influencer-driven sales without native eCommerce integrations

Updated this week

Upfluence’s Agnostic Sales Tracking (AST) allows you to track influencer-driven sales on any website, even if you’re not using one of Upfluence’s native integrations like Amazon, Shopify, WooCommerce, BigCommerce, or Magento.

When should you use AST?

  1. You’re a Shopify user who needs to track sales without offering a discount. Learn more

  2. You use WooCommerce, BigCommerce, or Magento for discount codes but also need to generate affiliate links. Check integration capabilities

  3. You’re not using a supported integration but still want to track influencer-driven sales with Upfluence.

Important Notes:

  • AST affiliate links do not automatically apply discounts.

  • WooCommerce, BigCommerce, and Magento integrations support discount codes only—use AST to generate affiliate links with customizable UTM parameters.

Step 1: Generate and install your AST tracking script

To track orders, you need to generate and install Upfluence’s tracking scripts on your website, similar to how Google Analytics is set up.

💡 We recommend a developer complete this setup, as it requires adding scripts to your website’s HTML.

1. Generate your tracking script

  1. Go to Upfluence > Integrations > Tracking for Any Website.

  2. Click "+ Add script".

  3. Enter the following details:

    • Tracking script name: Choose a clear name for identification.

    • E-commerce platform: Select the platform your website is hosted on.

  4. Click "Generate script" to receive your custom tracking script.

💡 Copy your script to a notepad — you may need to modify some values.

2. Install your AST script

💡 Both steps below are required to track sales correctly.

Step 1: Tracking Visits

  1. Copy the first script and paste it into the <head> section of every page on your site.

  2. Some content management systems (CMS) may have a dedicated section for adding site-wide scripts.

Step 2: Tracking Orders

  1. Update the provided second script payload to make sure it matches your website's payload.

  2. Once the values have been replaced, please insert the following code and replace the values into the <body> section of your order confirmation / thank you page.

  3. This script captures order details and sends them to Upfluence.

Important:

The provided second script is not the final version you need to add to your website, your still need to Update the script payload to make sure it matches your website's payload, especially the one that corresponds to the order validation page.

We recommend that you get help from a member of your technical team if needed.

When adding this code to your website you must dynamically insert the customer's transaction information from the respective order within the code snippet. As an example, foo@bar.com" would be replaced with a real customer's email (e.g '{customerEmailAddress}' in the example below)

Below, we've provided a sample code snippet with dummy data that you can use as guide. Please use the one generated in Upfluence.


Default Payload

<script>_upf.push([ [ "order, { order_id: 1, // required order_name: "#1", // required amount: 105.45, // required currency: "USD", // required, items: [{name: 'product', amount: 105.45, currency: 'USD'}], customer: { customer_id: 1234, first_name: "foo", last_name: "bar", email: "foo@bar.com", }, } ])</script>

Example script modified for Squarespace

<script> _upf.push( ['order',{ 'order_id': {orderId}, // required 'order_name': '{orderId}', // required 'amount': {orderSubtotal}, // required 'currency': 'EUR', // required customer: { email: '{customerEmailAddress}', } }]);</script>

Not all data is required, but all is recommended. A description of each field is available at the end of this article.

Once done, you're ready to send affiliate links to influencers and track sales in Upfluence!

NOTE: We highly recommend doing a test order with an affiliate link to make sure everything's has been properly configured before sending the links to influencers. https://help.upfluence.co/en/articles/8891746-how-to-test-your-ast-tracking-setup

Step 3: Configure AST for subdomains (if applicable)

This part is optional and only concerns users that have a specific configuration.

If your "Thank you" page is hosted on a different subdomain (e.g., checkout.mywebsite.com vs. www.mywebsite.com), you must update the visitor UUID to maintain tracking.

How to update the tracking for subdomains

To do so, to make sure the visitor UUID (user identification) is persisted until the end of the checkout process, you need to make sure to forward it to the checkout page which is on your subdomain:

Step 1: Identify Links Targeting the Payment Page

First, identify all the <a> tags that target your payment page. For example, if your payment page URL is https://my-website.com/payment, look for links in your HTML like.

<a href="https://my-website.com/payment">Pay Now</a>

Step 2: Add the Data Attribute

For each link targeting the payment page, add the data-upfluence-tracking="forward" attribute. This attribute will help in tracking the visitors.

Here’s how to modify the link:

Original link:

<a href="https://my-website.com/payment">Pay Now</a>

Updated link:

<a href="https://my-website.com/payment" data-upfluence-tracking="forward">Pay Now</a>

Step 3: Test the Changes

Make sure to test it using an affiliate link and confirm you are properly tracking and attributing orders to creators. Refer to How to test your AST tracking setup.


Variable Descriptions

Transaction Data

A transaction represents the entire order that occurred, and contains the following values:

Value

Type

Required

Description

order_id

Number

Yes

Unique shopping cart order ID or transaction number used to reference the purchase that you're reporting.

order_name

String

Yes

Can be the same value than order_id

amount

Number

Yes

Total amount the customer was charged for the order.

items

Number

No

Total number of items included in the order

currency

String

Yes

The three letter currency code of the order totals that you are reporting. Example: USD, CAD, GBP.

Customer Data

A customer represents the individual customer who purchased, and contains the following values:

Value

Type

Required

Description

first_name

String

No

Customer first name

last_name

String

No

Customer last name

customer_id

Number

No

Customer ID

email

String

No

Custom email address


Frequently Asked Questions

1. Can I use GTM to inject the Upfluence Script?

Yes, you can use GTM (Google Tag Manager) to inject the Upfluence Script. However, if GTM does not inject the script in the correct place, it may fail to work as intended.

2. Regarding tracking of UTM, are there any cookies' exemptions? Are we able to track sales even if the visitor didn't accept the cookies?

Upfluence's Agnostic Sales Tracking (AST) operates with multiple tracking systems to make sure we are not missing conversions:

  1. Cookies

  2. Fingerprinting: This allows for tracking in scenarios where a visitor may not accept cookies.

  3. Local storage: if nor cookies or fingerprinting are possible, we are using local storage to keep track of users conversions.

IMPORTANT: If your “Thank you” page is under a subdomain which is not the same as your global website (i.e., www.mywebsite.com and www.checkout.mywebsite.com), you must add a specific configuration step described below. If this is not done, the “Local storage” tracking won't be possible. Please, refer to this installation guide: (Optional) Additional step for subdomains

These three tracking systems in parallels allow us to make sure we will always track conversions, no matter the browser or the device.

3. If there is a guest checkout option (enter email first), can AST still work for me?

Yes, AST (Agnostic Sales Tracking) can still work for you under the condition that you have the ability to paste the tracking script both on the checkout page (to track the orders) and across the whole website (to identify the user).

This setup ensures that AST can effectively track and attribute sales to the correct influencers.

4. If I want to use AST, but before the credit card is charged there is a 7-day trial, would there be a “pending” or “pause” on the conversion in the performance tab?

Conversions will be marked as paid because Upfluence does not have access to your backend to see trial periods or pending charges.

However, you have the option to manually reject individual conversions (sales) if necessary, such as during a trial period before the credit card is charged.

5. I’m inquiring about the feasibility of appending my own UTM parameters to the generated affiliate links (AST) to monitor details like the influencer's team affiliation and the sales channel. Is this technically achievable?

Yes, it is technically achievable. When setting up a tracking plan for AST (Agnostic Sales Tracking), you have the option to activate UTM parameters and customize them to your needs for source, medium, and campaign attribution.

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