WorkMagic's Affiliate & Influencer tracking allows you to attribute sales performance to specific affiliate partners or influencers using discount codes and URL parameters. These tracked sources appear under the Affiliate & Influencer channel in the Channel Attribution dashboard.
Adding a New Affiliate or Influencer Source
You can manually add a source when automated attribution logic cannot associate data to a known origin.
How to Add a New Source
Hover over the "Affiliate & Influencer" channel row. A “+” icon will appear next to the channel name.
Click the "+" to open the New affiliate & influencer configuration form.
Complete the required fields:
Name (required) This name will appear in the Channel Attribution dashboard.
Name must be unique. If a name already exists, an error will display.
Discount Code (required if not using URL Parameter) Used for order attribution and reflected in the customer journey.
Code: Input the exclusive code generated in Shopify or Custom-built website via Order API.
Effective Date: Start date is required.
Expiration Date: Optional. Leave blank for ongoing use.
If using a past effective date, the interface will warn: “The selected effective date is earlier than today, affecting historical attribution results. Return next Monday to view updated results for dates matching this Discount Code rule.”
URL Parameters (required if not using Discount Code) Used to identify traffic from a specific affiliate or influencer.
Click + Add parameter to define rules like
utm_medium=impactorutm_source=ellie.You can add up to 3 AND-connected conditions by clicking the “&” icon between parameters.
Hovering over “&” shows: “Click the '&' icon to add an 'AND' condition, linking two criteria within a single parameter.”
Clicking + Add parameter again adds an OR rule, meaning traffic will be attributed if any of the rules match.
Hover tip: “Add parameter” creates an OR condition between different URL rules.
Discount code, name, and promotion URL must be unique. If duplicates are found, they will be flagged in red and must be corrected.
4. Click “Confirm” to save the source.
If validation passes, a success message appears: “Affiliate & influencer added. It may take a few minutes for the data to reflect for this newly added item.”
The new source will immediately appear in the dashboard under Affiliate & Influencer.
Editing or Deleting a Source
You can modify or remove an existing affiliate or influencer at any time.
Edit a Source
Hover over the source name under Affiliate & Influencer.
Click the settings gear icon to open the Edit screen.
Make your changes, then click Save.
Delete a Source
In the Edit screen, click Delete (bottom left).
Confirm your action promptly to permanently remove the source from the attribution dashboard.
If you update the URL parameters, the changes will apply to future attributions and will not apply retroactively. If you update the discount codes, they will take effect from the selected effective date and override any overlapping data.
Customer Journey on Affiliate Order
WorkMagic will match affiliate conversions based on:
Discount code used during purchase.
Promotion URL or UTM parameters in the referral session.
If the logic matches, the purchase event in the customer journey will display the highlighted discount code used at the order level.
This makes it easy to track performance by influencer, campaign, or affiliate partner.
FAQ
Q: Can I select historical dates for attribution?
Yes, but dates beyond 29 days prior to the upcoming Sunday are disabled. Attribution updates reflecting the new rule will appear next Monday.
Q: What happens if I use the same code or name again?
You’ll receive an inline validation error. Discount codes, source names, and URLs parameter must be unique per affiliate source.