Conversion is any user-generated event deemed valuable by an offer owner. A conversion can be:
- Purchase
- Newsletter signup
- App install
- Credit card submit
- Lead information
After creating a campaign and inviting a Partner to collaborate with, the Brand’s next step is to upload the campaign’s conversions on Permate to evaluate the campaign and Partner’s performance. From there, you can determine the campaign’s success and provide corrective measures and lessons for future campaigns.
What is the Upload Conversion feature #
The Upload Conversion feature allows Brands to change conversion information in bulk or create/delete conversions.
There are 3 cases where you need to use the Update conversion feature:
- Create Conversion by using click_uuid
- Create Conversion without using click_uuid
- Update existing Conversion
📍Definition: click_uuid is the id of a click session of the end user visiting the offer landing page. For example: 1f27b485-d6f1-4324-9
Upload conversion scenarios #
There are 3 Cases when uploading conversion:
a. Create an overlay using click_UUID: File Template
- Purpose: use when you store Permate’s click_uuid in the Brand’s CRM or Google Analytics UTM variable. Therefore, Brands can add conversions to their Partners using Click_UUID
- Click_UUID:
b. Create conversion without click_UUID: File Template
- Purpose: use when a Partner reports a missing order. Brands will use this feature to add conversions to their Partners but cannot determine the Click UUID
- Mandatory information fields include:
- Partner_ID: Partner ID on Permate
- Offer_ID: is the ID of the offer on Permate
- Optional information (can be left blank), but require a title (no value required)
- Payment: The payment value for the conversion
- Sale_value: The sale value of the conversion.
- Information fields that can be added:
- Status: Format: Approved, Pending, Denied
- Event_ID: ID of the event in the offer.
c. Update existing conversion: File Template
- Purpose: allows Brand to change the conversion value previously recorded on Permate system. Changed information may include status, payout, Sale_value
- Mandatory information fields include:
- Click_UUID
- Offer_ID
- Event_ID
- Must contain one of the following information fields:
- Status: Approved, Pending, Rejected
- Payout: The payment value of that conversion
- Sale_Value: The sale value of the conversion.
- IP: the IP address of the conversion.
How to upload conversions for Brands on Permate #
Follow these steps to upload conversions on Permate:
Step 1: Hover over the Report menu on the left of the screen and select Conversion from the menu.
Step 2: Select the Update conversion tab and select the Upload button.
Step 3: From the Upload box displayed on the screen, download the available Conversion file template by selecting a frame to manually select file or drag and drop files.
Brands should reference the information under Section 2 about Upload conversion scenarios in this article to avoid uploading unsuccessful or error files. Please convert the file to csv format when uploading.
⚠️ Note: Files uploaded on Permate need to obey these rules:
- Allowed file type: csv.
- must be less than 10,000 rows.
- Header must be formatted correctly.
Step 4: Select Save to upload file on Permate.
