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Install Tracking — Overview

Getting Started​

You'll need to install a Tracking to record the Conversion Event on which you will pay a Commission to a Publisher. This could be a sale, order, registration or application.

Tracking is at the core of your Campaign(s) and is the first thing you'll need to do before activating your campaign with Optimise.

Accurate and robust tracking ensures that Publishers have confidence in your Campaign/s and that the Validation of Conversions/Sales is an easy process.

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You should familiarise yourself with common Affiliate Marketing terms in our Glossary

You may already have Tracking configured for other Advertising Campaigns. Optimise Tracking is designed to sit alongside these.

Select a Tracking Method​

You should select from one of the following methods for your website:

When you logon to the Dashboard for the first time we will ask you a few questions to determine the correct solution for you.

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Optimise recommend using Server to Server (S2S) Tracking Tracking as it is the most accurate and robust form of tracking available and provides confidence to your Publishers.

Benefits​

Optimise Advertisers use our tracking technology to dive deeper into their data and gain greater insights on how customers convert. Our Insights platform enables you to:

  • Unlock your conversion funnel and optimise different Publisher channels.
  • Optionally integrate & activate Publisher technologies.
  • Mitigate the impacts of privacy tools that can prevent Conversion Tracking such as Apple ITP.
  • Capture data across all data points, journeys events and devices.
  • Build commission strategies based on any metric such as basket contents, voucher codes and many more.
  • Use our attribution modelling to unlock a deep understanding of how different channels interact with your Publishers.

We also offer:

  • A Controlled Data Exchange ensures you only share the right data with the right partners — we don’t profile and resell your customer data.
  • Fast and simple setup.
  • One click integrations with Tag Management tools such as Google Tag Manager & Ensighten.
  • A secure & robust platform tried & tested across our Global Advertiser Network.
  • An approach to data protection that is governed by our client’s obligations to their customers as well as strict regulation.
  • API Integrations with 3rd Party attribution providers.

Key Points & Considerations​

  • Ensure tags are added to any separate mobile sites.
  • Ensure conversion tracking is added mobile apps, see Mobile App Tracking.
  • Sale/Conversion confirmation tags must activate every time the post conversion thank you page loads (even if the user leaves the site and returns later on) to ensure multi-session conversions can be recorded.
  • Publishers’ sales are tracked within the conversion window/cookie duration.
  • Ensure you provide Optimise with any campaign analytics codes (e.g., utm_source) or unique URLs.
  • If you are running your campaign with more than one affiliate network you should notify Optimise of the channel to which the conversion has been attributed
  • If you are using Google Analytics see important information on campaign timeout settings.
  • Ensure your setup mitigates the impact of Apple ITP & Firefox Enhanced Tracking Protection.
  • In the interest of security, we recommend that the Universal tags should not normally be added to any payment details' pages.

Many countries and regions have laws that require Advertisers to gain a user's consent to store and share information about them. These laws vary by jurisdiction and change over time. It is your responsibility, as an Advertiser, to understand the laws that affect you and to implement consent management solutions for any data you share with Optimise.

Many websites now operate a Consent Management Platform CMP. There are a variety of CMP solutions for this so it will not be possible for Optimise make these changes or provide advice on how to make those changes. However, we can provide general guidance on best practices.

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If you are going to be working with UK Cashback/Reward publishers, ensure your consent mechanism is configured to comply with the ICO Guidance, exempting reward services from the consent requirements under PECR.

Please refer to the guidelines from the ICO below and ensure your CMP can accept the Optimise Consent signal.

https://ico.org.uk/for-organisations/advice-and-services/innovation-advice/previously-asked-questions/#pecr

This is a vital component to working with UK Cashback/Reward publishers and they may reject your Campaign if you do not conform to these guidelines.

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The Optimise Consent Signal is an automatic mechanism to notify Advertisers where the user has originated from a site that complies with a consent exemption under local legislations.

When Optimise detect a click from a Publisher with a consent exemption an additional querystring parameter will be appended to the Advertiser Landing page URL. For Example:

https://www.advertiser.com/landing-page?utm_source=optimise&consent=1

Your Consent Management Platform will need to detect the Consent flag (QueryString parameter) and configure