Scope
This guide covers daily operation for Affiliates & Referrals. Availability depends on your tenant package, role and configured providers.
Purpose
Coordinate partners, commissions, payouts and attributable acquisition.
Manage referrals, outcomes, commissions and payout status.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Manage referrals, outcomes, commissions and payout status.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Calculate eligible commission from validated conversion context.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review partner contribution, conversion and reconciliation.
Verify the result
Review partner contribution, conversion and reconciliation. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Require traceable terms, approval and payout ownership. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.