# Referly

## Docs

- [Affiliates and referral links](https://www.referly.so/docs/api-reference/affiliate-links.md): How affiliates and referral links relate in the Referly API: the affiliateLinks array, the deprecated link field, slug rules, tracking URLs, and the endpoints for creating and managing links.
- [Create an Affiliate](https://www.referly.so/docs/api-reference/affiliates/create.md): Creates an affiliate in your program and gives them their first referral link.
- [Delete Affiliates](https://www.referly.so/docs/api-reference/affiliates/delete.md): Permanently deletes an affiliate from the program, along with the records that cascade from them (their affiliate links, referrals, sales and commissions). This cannot be undone.
- [Get Affiliate(s)](https://www.referly.so/docs/api-reference/affiliates/get.md): Returns a single affiliate when `id` or `email` is supplied, or every affiliate in the program when neither is. Looking up an affiliate that does not exist returns `null` with a 200, not a 404.
- [Update Affiliate](https://www.referly.so/docs/api-reference/affiliates/update.md): Updates an affiliate identified by `affiliateId` or `emailAddress`.
- [Authentication](https://www.referly.so/docs/api-reference/authentication.md): Generate an API key from your dashboard and authorize your Referly API requests with a Bearer token.
- [Coupons and promotional codes](https://www.referly.so/docs/api-reference/coupons-and-promotional-codes.md): How coupons and promotional codes work together in the Referly API: discount types and durations, assigning codes to affiliates, auto-generated code structures, promo-code sale attribution, redemption limits, and errors.
- [Create a Coupon](https://www.referly.so/docs/api-reference/coupons/create.md): Creates a coupon — the discount definition that promotional codes are built on.
- [Delete a Coupon](https://www.referly.so/docs/api-reference/coupons/delete.md): Permanently deletes a coupon **and every promotional code attached to it**. Any code your affiliates are already sharing stops working immediately. This cannot be undone — set `valid` to `false` with [Update a Coupon](/api-reference/coupons/update) if you only want to stop new redemptions.
- [Get Coupons](https://www.referly.so/docs/api-reference/coupons/get.md): Returns coupons for your program. A coupon defines the discount itself — how much comes off, in what currency, and for how long. The codes customers actually type at checkout are [promotional codes](/api-reference/promotional-codes/get), which each point at a coupon.
- [Update a Coupon](https://www.referly.so/docs/api-reference/coupons/update.md): Updates a coupon identified by `couponId`, and fires the `coupon.updated` webhook.
- [Referly API Reference](https://www.referly.so/docs/api-reference/introduction.md): The Referly REST API lets you read and write affiliates, referrals, sales, links, coupons, and promotional codes, and attribute commissions from your own systems.
- [Create an Affiliate Link](https://www.referly.so/docs/api-reference/links/create.md): Creates an additional referral link for an existing affiliate. An affiliate can own any number of links, which is useful for running separate campaigns under one affiliate.
- [Delete Affiliate Link](https://www.referly.so/docs/api-reference/links/delete.md): Permanently deletes an affiliate link, identified by either `id` or its `link` slug.
- [Get Affiliate Link(s)](https://www.referly.so/docs/api-reference/links/get.md): Returns affiliate links for your program, each enriched with its click, referral and sale counts, the revenue it has generated, and a ready-to-share full URL for every base URL configured on your program.
- [Update Affiliate Link](https://www.referly.so/docs/api-reference/links/update.md): Renames an affiliate link's slug. Identify the link with either `id` or its current `link` slug, and give the new slug as `newLink`.
- [Create a Promotional Code](https://www.referly.so/docs/api-reference/promotional-codes/create.md): Creates a promotional code against an existing coupon. `couponId` is always required — the coupon supplies the discount.
- [Delete a Promotional Code](https://www.referly.so/docs/api-reference/promotional-codes/delete.md): Permanently deletes a promotional code. Any customer who tries to use it at checkout after this will be rejected. Sales already recorded against the code keep their history.
- [Get Promotional Codes](https://www.referly.so/docs/api-reference/promotional-codes/get.md): Returns promotional codes for your program. A promotional code is the string a customer types at checkout; it inherits its discount from the [coupon](/api-reference/coupons/get) it belongs to, and can be assigned to an affiliate so redemptions are credited to them.
- [Update a Promotional Code](https://www.referly.so/docs/api-reference/promotional-codes/update.md): Updates a promotional code identified by `promotionalCodeId`, and fires the `promotional_code.updated` webhook.
- [Create a Referral](https://www.referly.so/docs/api-reference/referrals/create.md): Records a new referral — someone an affiliate sent your way who has now signed up.
- [Delete Referrals](https://www.referly.so/docs/api-reference/referrals/delete.md): Permanently deletes a referral and the sales that cascade from it. This cannot be undone.
- [Get Referral(s)](https://www.referly.so/docs/api-reference/referrals/get.md): Returns referrals for your program. Supply `id` to fetch one referral, `affiliateId` / `affiliateEmail` to list everything a given affiliate referred, or `externalId` to look a referral up by the ID it has in your own system. With no parameters, every referral in the program is returned.
- [Update Referral](https://www.referly.so/docs/api-reference/referrals/update.md): Updates a referral identified by `referralId`, and fires the `referral.updated` webhook.
- [Create a Sale](https://www.referly.so/docs/api-reference/sales/create.md): Records a sale and pays out the resulting commission.
- [Delete Sale](https://www.referly.so/docs/api-reference/sales/delete.md): Permanently deletes a sale and the commissions that cascade from it. This cannot be undone.
- [Get Sale(s)](https://www.referly.so/docs/api-reference/sales/get.md): Returns sales for your program. Filter by a single sale with `id`, by the affiliate who earned it, by the referral it belongs to, or by the IDs the sale has in your own system (`saleExternalId` and `saleExternalInvoiceId`). With no parameters, every sale in the program is returned.
- [Refund Sale](https://www.referly.so/docs/api-reference/sales/refund.md): Marks a sale as refunded and reverses the commission attached to it.
- [Update Sale](https://www.referly.so/docs/api-reference/sales/update.md): Updates a sale identified by `saleId`, and fires the `sale.updated` webhook.
- [Zapier OAuth Integration](https://www.referly.so/docs/api-reference/zapier/oauth.md): The Referly Zapier OAuth flow: authorization URL and parameters, exchanging the code for an access token, testing a connection, token lifetime, the Zapier resource endpoints, and error responses.
- [Referly Developer Documentation](https://www.referly.so/docs/developer-documentation.md): Install affiliate tracking, report conversions from your server, receive webhooks, and integrate Referly with your stack.
- [Authentication](https://www.referly.so/docs/developer-documentation/api/authentication.md): Authenticate Referly REST API requests with a bearer token. Generate an API key in your dashboard, set the Authorization header, handle 401 and 403 errors, and rotate keys safely.
- [Errors](https://www.referly.so/docs/developer-documentation/api/errors.md): Error responses and what they mean.
- [Rate limits](https://www.referly.so/docs/developer-documentation/api/rate-limits.md): Request limits and the headers that report them.
- [Core concepts](https://www.referly.so/docs/developer-documentation/getting-started/core-concepts.md): How Referly models affiliate marketing: programs, affiliates, links, coupons, clicks, referrals, sales, commissions, and payouts — plus attribution rules and commission calculation.
- [Glossary](https://www.referly.so/docs/developer-documentation/getting-started/glossary.md): A-Z definitions of Referly terms for developers: program ID, affiliate link, click ID, referral, sale, commission plan, payout batch, coupon, promotional code, webhook, and every status value.
- [Introduction](https://www.referly.so/docs/developer-documentation/getting-started/introduction.md): Start building with Referly: browser tracking, server-side conversion reporting, the REST API base URL and bearer-token authentication, rate limits, webhooks, and platform integrations.
- [Quickstart](https://www.referly.so/docs/developer-documentation/getting-started/quickstart.md): Install Referly affiliate tracking, verify a click is attributed, and record your first sale from your server or the browser — with troubleshooting for the common failures.
- [Make](https://www.referly.so/docs/developer-documentation/integrations/make.md): Authenticate and build scenarios.
- [Integrations overview](https://www.referly.so/docs/developer-documentation/integrations/overview.md): Every way to connect Referly to your stack: Stripe, Shopify, WooCommerce, Paddle, Chargebee and Polar connections, Zapier and Make, the REST API, the Universal integration, and postback URLs — with how attribution flows through each.
- [Payment provider webhooks](https://www.referly.so/docs/developer-documentation/integrations/payment-provider-webhooks.md): How Referly ingests events from payment platforms.
- [Postback URLs](https://www.referly.so/docs/developer-documentation/integrations/postback-url.md): Forward conversions to an affiliate's own systems.
- [Shopify app](https://www.referly.so/docs/developer-documentation/integrations/shopify-app.md): How the Shopify app tracks orders.
- [Stripe app](https://www.referly.so/docs/developer-documentation/integrations/stripe-app.md): How the Referly Stripe app connects and what it reads.
- [Universal integration](https://www.referly.so/docs/developer-documentation/integrations/universal.md): Connect a platform Referly doesn't support directly.
- [WooCommerce plugin](https://www.referly.so/docs/developer-documentation/integrations/woocommerce.md): How the WordPress plugin reports sales.
- [Zapier](https://www.referly.so/docs/developer-documentation/integrations/zapier.md): Authenticate and trigger Zaps.
- [Data model](https://www.referly.so/docs/developer-documentation/reference/data-model.md): Reference for the Referly data model: programs, affiliates, links, clicks, referrals, sales, commissions, payouts, coupons and promotional codes, their key fields, identifiers, and relationships.
- [Statuses and enums](https://www.referly.so/docs/developer-documentation/reference/statuses-and-enums.md): Every Referly status and enum value: affiliate status, referral status, sale status, commission approval and hold reasons, payout and payout batch status, payment methods, reward types, tracking method, and source enums.
- [Tracking parameters](https://www.referly.so/docs/developer-documentation/reference/tracking-parameters.md): Reference for every Referly tracking parameter: referral parameters, rsubID external click ID, UTM parameters, gclid and other ad click IDs, cross-domain _plg_ref and _plg_cid, storage keys, and server-side attribution fields.
- [Capture endpoints](https://www.referly.so/docs/developer-documentation/server-side/capture-endpoints.md): Reference for Referly's public capture endpoints — add-click, capture-email, capture-sale, add-to-cart, and program config. Request fields, responses, and when to call them from your own code.
- [Idempotency](https://www.referly.so/docs/developer-documentation/server-side/idempotency.md): Retry Referly sale reporting without creating duplicate commissions. How externalId and externalInvoiceId deduplicate sales, what a duplicate request returns, and how to verify a sale landed.
- [Server-side tracking overview](https://www.referly.so/docs/developer-documentation/server-side/overview.md): Track affiliate conversions from your backend with the Referly API. Learn when to report sales server-side, how to capture and store the click ID, which identifiers Referly accepts, and how to avoid duplicate commissions.
- [Report a sale](https://www.referly.so/docs/developer-documentation/server-side/reporting-sales.md): Record an affiliate sale from your server with the Referly API. Covers the POST /v1/sales fields, attribution identifiers, commission overrides, tax and shipping deductions, refunds, and error handling.
- [Attribution and the cookie window](https://www.referly.so/docs/developer-documentation/tracking/attribution.md): How Referly attributes affiliate conversions: click-based attribution, last-click-wins precedence, the cookie window and its 60-day default, sliding expiry, Safari ITP limits, and moving the click ID server-side for long sales cycles.
- [Click data](https://www.referly.so/docs/developer-documentation/tracking/click-data.md): Every field Referly records on a tracked click - click ID, affiliate and link IDs, landing URL, UTMs, ad click IDs, referrer type, device, browser, OS, IP address and geolocation - plus when clicks are created, deduplicated, and tied to conversions.
- [Cookies and storage](https://www.referly.so/docs/developer-documentation/tracking/cookies-and-storage.md): What the Referly affiliate tracker stores in the browser: cookie names, attributes, domain scoping across subdomains, the localStorage fallback, cookie window duration, and how to inspect or clear tracking data when debugging.
- [Cross-domain tracking](https://www.referly.so/docs/developer-documentation/tracking/cross-domain-tracking.md): Carry affiliate attribution across multiple domains with Referly. Approve your domains, install the snippet on each, and links are decorated automatically so referrals survive the move between sites.
- [Debug mode](https://www.referly.so/docs/developer-documentation/tracking/debug-mode.md): Turn on Referly tracking debug logs to troubleshoot affiliate attribution. Where the Enable Debug Logging setting lives, how to read the console output, common failure signatures, and the network and storage checks that go with it.
- [External click IDs](https://www.referly.so/docs/developer-documentation/tracking/external-click-ids.md): How Referly captures the rsubID external click ID from affiliate network traffic, stores it per program in the browser, records it on the click, and returns it on conversion through the postback URL extClickid macro for network reconciliation.
- [Install the snippet](https://www.referly.so/docs/developer-documentation/tracking/install-the-snippet.md): Install the Referly affiliate tracking script on your website. Copy the snippet, add it site-wide to the head tag, and verify clicks are recorded. Includes Next.js, Google Tag Manager, and WordPress examples.
- [Events](https://www.referly.so/docs/developer-documentation/tracking/javascript-api/events.md): Reference for the Referly tracking script browser events: affiliate_id_ready and affiliate_referral_ready. When each fires, what detail they carry, their ordering, and how to listen without missing them.
- [Globals](https://www.referly.so/docs/developer-documentation/tracking/javascript-api/globals.md): Reference for the Referly tracking script globals: window.affiliateRef and window.affiliateId, their types and lifecycle, when they are safe to read, and why getPushLapAffiliateInfo is the preferred way to read them.
- [JavaScript API reference](https://www.referly.so/docs/developer-documentation/tracking/javascript-api/reference.md): Reference for the Referly tracking script JavaScript API: load the snippet, then call createPushLapEmail, createPushLapSale, pushLapTrackAddToCart, and getPushLapAffiliateInfo from the browser to record referrals, sales, and cart events.
- [URL parameters](https://www.referly.so/docs/developer-documentation/tracking/url-parameters.md): How Referly reads affiliate referral codes from URL parameters. Covers the ref parameter and its 38 alternatives, changing your tracking parameter, last-click precedence, rsubID, and the UTM and ad click IDs captured with every click.
- [UTMs and ad click IDs](https://www.referly.so/docs/developer-documentation/tracking/utm-and-ad-click-ids.md): How Referly captures UTM parameters and ad platform click IDs (gclid, gbraid, wbraid, fbclid, msclkid, ttclid, twclid, li_fat_id) from affiliate referral link URLs, stores them on the click, and makes UTMs available as analytics breakdown dimensions.
- [Event types](https://www.referly.so/docs/developer-documentation/webhooks/event-types.md): All fifteen Referly webhook event types and what triggers them: affiliate.created, referral.updated, sale.created, sale.deleted, coupon and promocode events, plus which ones your integration actually needs.
- [Webhooks introduction](https://www.referly.so/docs/developer-documentation/webhooks/introduction.md): Referly webhooks push affiliate, referral, sale, coupon, and promo code events to your server in real time. Learn the delivery flow, payload envelope, endpoint requirements, and how to write a signed, idempotent handler.
- [Manage endpoints](https://www.referly.so/docs/developer-documentation/webhooks/managing-endpoints.md): Create, edit, disable, and delete Referly webhook endpoints. Covers the signing secret and rotation, subscribing to event types, Active vs Disabled, and how to structure endpoints per system, environment, and program.
- [Payload structure](https://www.referly.so/docs/developer-documentation/webhooks/payload-structure.md): Reference for the JSON structure of Referly webhook payloads: the event and body envelope, svix headers, and every field on sale, referral, affiliate, coupon, and promo code events, with full examples.
- [Retries and logs](https://www.referly.so/docs/developer-documentation/webhooks/retries-and-logs.md): How Referly retries failed webhook deliveries, how to read the delivery log and per-attempt responses, how to resend a message, and how to debug timeouts, signature failures, and unreachable endpoints.
- [Test and replay](https://www.referly.so/docs/developer-documentation/webhooks/testing.md): Test Referly webhooks with the Testing tab, develop locally through an ngrok or Cloudflare tunnel, replay real failed deliveries, and sign requests locally for automated handler tests.
- [Verify signatures](https://www.referly.so/docs/developer-documentation/webhooks/verifying-signatures.md): Verify Referly webhook signatures with the svix libraries or a manual HMAC-SHA256 check. Covers the signing secret, svix headers, raw body handling, replay protection, and secret rotation.
- [Referly Help Center](https://www.referly.so/docs/help-center.md): Set up your affiliate program, recruit and manage affiliates, and pay commissions. Guides for everything Referly does.
- [Portal access issues](https://www.referly.so/docs/help-center/affiliates/access-issues.md): Can't sign in to your Referly affiliate portal? Fix verification codes that don't arrive, invalid credential errors, and the account status screens that block access — and know who to contact.
- [Marketing assets](https://www.referly.so/docs/help-center/affiliates/assets.md): Find and download the banners, images, videos, brand colours and swipe copy your affiliate program shares with you. How the Marketing Assets page, folders and downloads work in the Referly affiliate portal.
- [Cash payouts](https://www.referly.so/docs/help-center/affiliates/cash-payouts.md): Set up how you get paid as an affiliate: choose Wise, a local bank account, PayPal, or manual bank transfer, add your payout details, and connect a bank account for Referly payouts.
- [Submit content](https://www.referly.so/docs/help-center/affiliates/content-rewards.md): Get paid for content you post about a brand. How to find content reward campaigns, connect your social account, submit a post or proof, track views, and see when your reward is approved in the Referly affiliate portal.
- [Contests](https://www.referly.so/docs/help-center/affiliates/contests.md): Compete for prizes in an affiliate contest. How Referly contests work: prizes by position, countdowns, how often winners are picked, qualifying, viewing winners and getting a cash prize paid.
- [Invoice details](https://www.referly.so/docs/help-center/affiliates/invoice-details.md): Add the billing and tax details that appear on your affiliate payout invoices: entity type, billing address, EU VAT number with VIES verification, Tax ID, and how VAT is applied.
- [Join a program](https://www.referly.so/docs/help-center/affiliates/join-a-program.md): Find affiliate programs on the Referly marketplace, read the listing and commission plan, estimate your earnings, and join — plus what happens after you apply and what to do if you're declined.
- [Leaderboards](https://www.referly.so/docs/help-center/affiliates/leaderboards.md): See where you rank against other affiliates. How the Referly affiliate leaderboard works: ranking criteria, time periods, your position, rank movement, hidden names and public leaderboards.
- [My programs](https://www.referly.so/docs/help-center/affiliates/my-programs.md): See every affiliate program you've joined in one place. Switch between programs from your portal sidebar, or use the My Programs page in the Referly Influencer dashboard to track earnings, grab links, and join new programs.
- [My team](https://www.referly.so/docs/help-center/affiliates/my-team.md): Build an affiliate team in Referly. Invite other affiliates with your recruitment link, see your Level 1 and Level 2 downline, and earn a share of what the people you recruited make.
- [Non-cash payouts](https://www.referly.so/docs/help-center/affiliates/non-cash-payouts.md): How affiliates receive non-cash rewards in Referly: set your non-cash rewards email, find and copy earned coupon codes, check redemption, and see store credits across your programs.
- [Notifications](https://www.referly.so/docs/help-center/affiliates/notifications.md): Manage your Referly affiliate notifications. Use the bell to catch up on new referrals, commissions and announcements, and turn individual email and in-app notifications on or off in your settings.
- [Complete onboarding](https://www.referly.so/docs/help-center/affiliates/onboarding.md): Complete your Referly affiliate onboarding step by step: profile and categories, website and socials, payout method, invoice details, program questions, and the summary — plus how to edit it all later.
- [How you get paid](https://www.referly.so/docs/help-center/affiliates/payouts.md): How affiliates get paid in Referly: from referral to reward to payout, reward and payout statuses, your Payouts page, holding periods, minimums, and payout schedules.
- [Performance bonuses](https://www.referly.so/docs/help-center/affiliates/performance-bonuses.md): Earn extra on top of commission by hitting a target. How performance bonuses work in the Referly affiliate portal: goals, progress tracking, date windows, and when the bonus is paid.
- [The affiliate portal](https://www.referly.so/docs/help-center/affiliates/portal-overview.md): Get to know your Referly affiliate portal and your Influencer dashboard: navigation, dashboard metrics, reward and payout statuses, switching between programs, and settings.
- [Postback URL](https://www.referly.so/docs/help-center/affiliates/postback-url.md): Send Referly referral and sale events straight into your own tracker. Set up your affiliate postback URL, pass your click ID with rsubID, and use macros to send commission, sale and referral data.
- [Your profile](https://www.referly.so/docs/help-center/affiliates/profile.md): Manage your Referly affiliate profile and settings: photo and name, change your email, payout method, invoice and VAT details, notifications, categories, and applying a change to all your programs.
- [Your promo codes](https://www.referly.so/docs/help-center/affiliates/promo-codes.md): Find, copy and create your personal promo code as a Referly affiliate. Learn how discount codes get credited to you, what the redemption and expiry labels mean, and how to make your own code.
- [Your referral links](https://www.referly.so/docs/help-center/affiliates/referral-links.md): Find, copy and share your Referly referral link as an affiliate. Learn about landing pages, short links, QR codes, custom link names, deep links, tracking tags and how clicks get credited to you.
- [Join a program](https://www.referly.so/docs/help-center/affiliates/sign-up.md): Sign up and apply.
- [Connect and verify your social accounts](https://www.referly.so/docs/help-center/affiliates/social-accounts.md): Add and verify your website, YouTube, X, Instagram, TikTok and LinkedIn accounts in your Referly affiliate portal to get the Verified badge, show real follower counts, and get into more programs.
- [Agency billing](https://www.referly.so/docs/help-center/agencies/billing.md): How agency plans and client billing work.
- [Manage client programs](https://www.referly.so/docs/help-center/agencies/client-programs.md): Run programs on behalf of your clients.
- [Custom domain](https://www.referly.so/docs/help-center/agencies/custom-domain.md): Serve client portals from your domain.
- [Feature access and usage limits](https://www.referly.so/docs/help-center/agencies/feature-access.md): Control what each client program can do.
- [Agencies overview](https://www.referly.so/docs/help-center/agencies/overview.md): How Referly agency accounts work: run affiliate programs for multiple clients from one dashboard, create client programs, control feature access and usage limits, set plans and billing, and white label everything under your own brand and domain.
- [Payment exemptions](https://www.referly.so/docs/help-center/agencies/payment-exemption.md): Let a client program bypass its own billing.
- [White label](https://www.referly.so/docs/help-center/agencies/white-label.md): Remove Referly branding.
- [Add-ons](https://www.referly.so/docs/help-center/billing/add-ons.md): Gamification, engagement, marketplace, and recruiting add-ons.
- [API access](https://www.referly.so/docs/help-center/billing/api-access.md): Which plans can use the API.
- [Invoices](https://www.referly.so/docs/help-center/billing/invoices.md): Find and download your invoices.
- [Plans and features](https://www.referly.so/docs/help-center/billing/plans-and-features.md): Compare Referly plans and features: Indie, Startup, Business, Agency, and Enterprise pricing, affiliate and referral limits, team seats, free trial limits, and which features unlock on each plan.
- [Manage your subscription](https://www.referly.so/docs/help-center/billing/subscription.md): Change, pause, or cancel your plan.
- [Target an audience](https://www.referly.so/docs/help-center/engage/announcements/audience.md): Send a Referly announcement to every affiliate or filter it to a group by status, group, country, or commission plan. Combine filters, check the audience size, and preview recipients.
- [Announcements overview](https://www.referly.so/docs/help-center/engage/announcements/overview.md): Broadcast pop-up announcements to your affiliates inside their portal with Referly. Learn how the editor works, campaign vs automation delivery, scheduling, targeting, and tracking results.
- [Pop-up settings](https://www.referly.so/docs/help-center/engage/announcements/types.md): Design a Referly announcement pop-up: choose a style variant and position, add an image or icon, write the title and message, set the call-to-action button, and add a countdown timer.
- [Organise assets in folders](https://www.referly.so/docs/help-center/engage/assets/folders.md): Keep your affiliate marketing asset library tidy with folders. Create and nest folders, move assets between them, and give affiliates a clear structure to browse in their portal.
- [Marketing assets overview](https://www.referly.so/docs/help-center/engage/assets/overview.md): Give your affiliates the banners, links, videos, brand colours, and files they need to promote you. A tour of the Referly Marketing Assets library, folders, asset types, and visibility controls.
- [Asset types](https://www.referly.so/docs/help-center/engage/assets/types.md): The six Referly marketing asset types explained — General, Banner, Colour scheme, Accordion, Link, and Video. What each holds, how to build it, and how affiliates see it.
- [Auto-generate codes](https://www.referly.so/docs/help-center/engage/coupons/auto-generated-codes.md): Auto-generate a unique coupon code for every affiliate in Referly. Build codes from an affiliate's name, your coupon name, a prefix, and random characters, and limit generation to specific groups.
- [Connect a coupon source](https://www.referly.so/docs/help-center/engage/coupons/connect-a-source.md): Connect Stripe, Shopify, WooCommerce, or Polar as your coupon source in Referly so the codes you create work at checkout and every redemption is tracked to the right affiliate.
- [Create a coupon](https://www.referly.so/docs/help-center/engage/coupons/create.md): Create a coupon in Referly: choose your source, set a percentage or flat-rate discount, pick a duration, add redemption limits, and Referly builds it on Stripe, Shopify, WooCommerce, or Polar for you.
- [Coupons overview](https://www.referly.so/docs/help-center/engage/coupons/overview.md): Learn how coupons work in Referly. Let affiliates promote a discount code instead of a link, connect Stripe, Shopify, WooCommerce, or Polar, sync existing codes, and track sales by coupon.
- [Promotional codes](https://www.referly.so/docs/help-center/engage/coupons/promotional-codes.md): Learn how promotional codes work in Referly: the actual codes customers type at checkout. Add one or more codes to a coupon and tie each one to a specific affiliate or customer.
- [Restrict a code](https://www.referly.so/docs/help-center/engage/coupons/restrictions.md): Restrict a coupon code in Referly. Limit it to specific products, require a minimum order, allow first-time customers only, cap total redemptions, or set an expiry date so discounts apply exactly where you want.
- [Sync coupons](https://www.referly.so/docs/help-center/engage/coupons/sync.md): Sync existing discount codes from Stripe, Shopify, WooCommerce, or Polar into Referly. Import all your coupons or pick specific ones so you can assign and track them without recreating them.
- [Emails your affiliates receive](https://www.referly.so/docs/help-center/engage/emails/affiliate-emails.md): See every automated email Referly sends to your affiliates: welcome, approval, decline, new referral, commission, and bonus emails. Turn each on or off, preview, edit, or send a test.
- [Custom email builder](https://www.referly.so/docs/help-center/engage/emails/custom-email-builder.md): Customize Referly's affiliate emails with the built-in email builder. Edit text, buttons, and images, insert personalization variables, change the subject line, preview on mobile, and save your own template.
- [Email marketing integrations](https://www.referly.so/docs/help-center/engage/emails/integrations.md): Connect Klaviyo, Mailchimp, MailerLite, or Brevo to Referly to automatically sync your affiliates into an email list. Add your API key, pick a list, and keep new affiliates flowing in.
- [Email settings overview](https://www.referly.so/docs/help-center/engage/emails/overview.md): Control the automated emails Referly sends to your affiliates and to you. Turn emails on or off, send tests, customize content, use your own sending domain, track opens and clicks, and sync affiliates to your email marketing tool.
- [Send from your own domain](https://www.referly.so/docs/help-center/engage/emails/sending-domain.md): Send Referly's affiliate emails from your own domain. Add your domain, install the DNS records, verify it, and set your sending address and sender name for better deliverability and trust.
- [Track opens and clicks](https://www.referly.so/docs/help-center/engage/emails/tracking.md): See how your affiliate emails perform. Referly tracks opens and clicks automatically, with open and click rates, a Sent-Opened-Clicked funnel, date ranges, and recent recipients for each email.
- [Emails you receive](https://www.referly.so/docs/help-center/engage/emails/your-emails.md): See the emails Referly sends to you as the program owner: new affiliate sign-ups, referrals, sales, payouts, weekly summary, and chat messages. Turn each notification on or off.
- [Message groups](https://www.referly.so/docs/help-center/engage/messages/groups.md): Create group chats to message many affiliates at once in Referly. Add members individually or bind a group to your affiliate groups so it stays in sync, then edit, mute, or delete it.
- [Messages overview](https://www.referly.so/docs/help-center/engage/messages/overview.md): Chat with your affiliates one-to-one or in groups directly inside Referly. Learn how Messages works: the layout, starting conversations, filters, and the composer.
- [Share assets and bonuses from chat](https://www.referly.so/docs/help-center/engage/messages/share-assets-and-bonuses.md): Share marketing assets and performance bonuses directly inside a Referly chat. Send a banner, link, or reward from the message composer so affiliates can grab it without leaving the conversation.
- [Target an audience](https://www.referly.so/docs/help-center/engage/popups-banners/audience.md): Choose which affiliates trigger a Referly pop-up or banner: all affiliates, specific affiliates, or affiliate groups, so referred shoppers only see the message meant for their referrer.
- [Install the embed](https://www.referly.so/docs/help-center/engage/popups-banners/install.md): Install the Referly tracking script to enable pop-ups and banners on your site. Copy the embed snippet, add it before the closing body tag on every page, then publish.
- [Pop-ups and banners overview](https://www.referly.so/docs/help-center/engage/popups-banners/overview.md): Show tailored pop-ups and banners to shoppers referred by your affiliates. Learn the pop-up vs banner types, the Setup and Design tabs, merge variables, statuses, and setup.
- [Triggers and position](https://www.referly.so/docs/help-center/engage/popups-banners/triggers.md): Set when a Referly pop-up or banner appears: page load with a delay or exit intent, how often a visitor sees it, which pages it shows on, and where it sits on the screen.
- [Customise the widget](https://www.referly.so/docs/help-center/engage/widget/customize.md): Customize the Referly referral widget: set its colors and position, choose which pages it shows on, add your header text and a coupon, configure the invitation popup, and rewrite any of its wording — all with a live preview.
- [Email verification](https://www.referly.so/docs/help-center/engage/widget/email-verification.md): How email verification works in the Referly referral widget: customers confirm their email with a six-digit code to reach their referral link and earnings, when it's required, and how to troubleshoot a missing code.
- [Install the widget](https://www.referly.so/docs/help-center/engage/widget/install.md): Install the Referly referral widget on your site: add the tracking script and widget script, choose direct install or Google Tag Manager, turn on auto-register to identify logged-in users, and open the widget from your own button.
- [Referral widget overview](https://www.referly.so/docs/help-center/engage/widget/overview.md): Learn what the Referly referral widget is and how it works: an embeddable floating button that turns your customers into affiliates so they can grab their referral link, share it, invite friends, and track earnings inside your product.
- [Create a campaign](https://www.referly.so/docs/help-center/gamify/content-rewards/campaigns.md): Create a content reward campaign in Referly: set the reward, schedule, budget, submission rules, and audience, then publish it for your affiliates to enter.
- [Social metrics or manual review](https://www.referly.so/docs/help-center/gamify/content-rewards/criteria.md): Choose how content reward submissions qualify in Referly: automatic social metrics like views and likes, or manual review of proof. Learn both options.
- [Content rewards overview](https://www.referly.so/docs/help-center/gamify/content-rewards/overview.md): Content rewards let you pay affiliates and creators for posts and videos about your brand. Learn how campaigns, submissions, and payouts work in Referly.
- [Revert a paid reward](https://www.referly.so/docs/help-center/gamify/content-rewards/revert.md): Undo a content reward in Referly by changing a submission's status. Learn what happens to paid and unpaid payouts when you revert an approval.
- [Review submissions](https://www.referly.so/docs/help-center/gamify/content-rewards/submissions.md): Review content reward submissions in Referly: check the post or proof, then approve or reject each entry. Learn the review panel, statuses, and bulk actions.
- [Create a contest](https://www.referly.so/docs/help-center/gamify/contests/create.md): Create an affiliate contest in Referly: name it, choose participants, pick the ranking metric, set cash or non-cash prizes, schedule the end date and winner frequency, then publish.
- [Contests overview](https://www.referly.so/docs/help-center/gamify/contests/overview.md): Run a time-boxed affiliate contest with prizes. Learn how contests differ from the leaderboard, what you configure, the draft-to-completed lifecycle, and where to find them.
- [Pick winners](https://www.referly.so/docs/help-center/gamify/contests/winners.md): See how affiliate contest winners are picked automatically at the end of each period, how cash and non-cash prizes are awarded, and where to view the winners.
- [Choose ranking criteria](https://www.referly.so/docs/help-center/gamify/leaderboards/criteria.md): Choose what your affiliate leaderboard ranks by: number of referrals, revenue, sales, earnings, or conversion rate. Learn what each metric measures and when to use it.
- [Leaderboards overview](https://www.referly.so/docs/help-center/gamify/leaderboards/overview.md): Rank your affiliates by performance with a Referly leaderboard. See where to find it, how ranking criteria and time windows work, who can view it, and how contests fit in.
- [Publish a leaderboard](https://www.referly.so/docs/help-center/gamify/leaderboards/public.md): Publish your affiliate leaderboard as a branded public page anyone can view. Learn how to share it, control privacy, and turn the public page on or off.
- [Create a milestone](https://www.referly.so/docs/help-center/gamify/milestones/create.md): Add an affiliate milestone in Referly: set a referral or revenue goal and choose the commission plan affiliates upgrade to when they reach it.
- [Milestones overview](https://www.referly.so/docs/help-center/gamify/milestones/overview.md): Affiliate milestones automatically upgrade affiliates to higher commission plans when they hit referral or revenue goals. Learn how milestones work in Referly.
- [Gamification overview](https://www.referly.so/docs/help-center/gamify/overview.md): Referly's gamification tools reward affiliates for progress, performance, and content. Meet milestones, performance bonuses, content rewards, leaderboards, and contests.
- [Create a performance bonus](https://www.referly.so/docs/help-center/gamify/performance-bonuses/create.md): Create a performance bonus in Referly: set the goal (referrals, conversions, or revenue), the cash reward, who can earn it, and publish it to your affiliates.
- [Performance bonuses overview](https://www.referly.so/docs/help-center/gamify/performance-bonuses/overview.md): Performance bonuses pay affiliates a fixed cash reward automatically when they hit a referral, conversion, or revenue goal. Learn how they work in Referly.
- [Award a bonus retroactively](https://www.referly.so/docs/help-center/gamify/performance-bonuses/retroactive.md): When you create a performance bonus that affiliates already qualify for, Referly can pay them right away. Learn how retroactive awarding works.
- [Conditional rules](https://www.referly.so/docs/help-center/getting-started/commissions/conditional-rules.md): Learn how conditional rules in a Referly commission plan work. Pay a different rate based on order amount, product, coupon used, landing page, or statement description, with examples for each scenario.
- [Non-cash rewards](https://www.referly.so/docs/help-center/getting-started/commissions/non-cash-rewards.md): Reward affiliates with coupons or credits instead of cash in Referly. Learn how to switch a commission plan to Non-Cash, set up a coupon or credit reward, choose when affiliates earn it, cap earnings, and fulfil each reward at payout.
- [Commission plans overview](https://www.referly.so/docs/help-center/getting-started/commissions/overview.md): How Referly decides what each affiliate earns: the read-only Base Commission Plan versus custom commission plans, every setting inside a plan, how plans are assigned at the program, group, affiliate, and customer levels, and which pricing tiers include custom plans.
- [Product-based commissions](https://www.referly.so/docs/help-center/getting-started/commissions/product-based.md): Restrict your Referly base commission plan to specific products, or use a custom commission plan with Product conditions to pay a different rate per product, service, or Shopify collection.
- [Migrate from CSV](https://www.referly.so/docs/help-center/getting-started/migrate/csv.md): Import affiliates, customers, and sales into Referly from a CSV. A step-by-step guide to uploading your spreadsheet and mapping every column, with all the settings and nuances of the mapping stage explained.
- [Migrate from Dub](https://www.referly.so/docs/help-center/getting-started/migrate/dub.md): Import your Dub Partners affiliates, referred customers, and sales into Referly with a Dub API key. Step-by-step guide to creating the key in Dub, connecting, and every import setting.
- [Migrate from FirstPromoter](https://www.referly.so/docs/help-center/getting-started/migrate/firstpromoter.md): Step-by-step guide to migrating from FirstPromoter to Referly: create your FirstPromoter API key, find your Account ID, connect the account, choose which affiliate, referral, and sales fields to import, and run each import in the right order.
- [Migration overview](https://www.referly.so/docs/help-center/getting-started/migrate/overview.md): Move your affiliates, referred customers, and sales into Referly from a CSV file or another affiliate platform like Rewardful, FirstPromoter, PartnerStack, Tapfiliate, Tolt, Partnero, Trackdesk, or Dub.
- [Migrate from Partnero](https://www.referly.so/docs/help-center/getting-started/migrate/partnero.md): Import your affiliates, referred customers, and past sales from Partnero into Referly with a Partnero API key. Step-by-step guide to creating the key in Partnero, connecting, choosing what to import, and every field setting.
- [Migrate from PartnerStack](https://www.referly.so/docs/help-center/getting-started/migrate/partnerstack.md): Import your partners, referred customers, and sales from PartnerStack into Referly with your PartnerStack API key. Step-by-step guide to finding the key, connecting, choosing what to import, every field setting, and tracking each import.
- [Migrate from Rewardful](https://www.referly.so/docs/help-center/getting-started/migrate/rewardful.md): Import your affiliates, referred customers, and sales from Rewardful into Referly using your Rewardful API secret. Step-by-step guide to connecting, choosing what to import, and every field setting.
- [Migrate from Tapfiliate](https://www.referly.so/docs/help-center/getting-started/migrate/tapfiliate.md): Import your affiliates, referred customers, and past sales from Tapfiliate into Referly with your Tapfiliate API key. Step-by-step guide to finding the key, connecting, and every field setting.
- [Migrate from Tolt](https://www.referly.so/docs/help-center/getting-started/migrate/tolt.md): Import your affiliates, referred customers, and sales from Tolt into Referly using your Tolt API key and program ID. Step-by-step guide to finding both credentials in Tolt, connecting, and every import setting.
- [Migrate from Trackdesk](https://www.referly.so/docs/help-center/getting-started/migrate/trackdesk.md): Import your affiliates, referred customers, and past sales from Trackdesk into Referly using your Trackdesk API key and tenant ID. Step-by-step guide to finding both credentials, connecting, and every field setting.
- [Add affiliates manually](https://www.referly.so/docs/help-center/getting-started/recruit/add-affiliates-manually.md): Create an affiliate account yourself in Referly: add their name and email, assign a group or commission plan, and activate them instantly. Learn how adding an affiliate manually differs from sending an invitation.
- [Ask application questions](https://www.referly.so/docs/help-center/getting-started/recruit/application-questions.md): Collect extra details from affiliates during sign-up in Referly. Add a custom onboarding step with Short Text, Long Text, Dropdown, Multiple Choice, and Image Upload questions, mark them required or editable, and see every answer on the affiliate's detail page.
- [Manually approve or decline applications](https://www.referly.so/docs/help-center/getting-started/recruit/approve-or-decline.md): Review who joins your Referly program. Turn off automatic approval on the base commission plan, apply it to all plans or set it per custom plan, see the affiliate's pending screen, and approve or decline applications from the affiliate's detail page.
- [Invite affiliates](https://www.referly.so/docs/help-center/getting-started/recruit/invite-affiliates.md): Invite affiliates to your Referly program by email. Learn the invitation form fields, how to assign an invite to an affiliate group or a commission plan, the invitation email, the Invited status, and why no promo code or sales are tracked until the affiliate accepts.
- [Let affiliates sign up](https://www.referly.so/docs/help-center/getting-started/recruit/let-affiliates-sign-up.md): Share your Referly sign-up link so affiliates can join on their own. Learn the general sign-up link, special links for a commission plan or affiliate group, the default group, and how affiliates log in with an email code or Google.
- [Setting up your affiliate or referral program](https://www.referly.so/docs/help-center/getting-started/set-up-program/affiliate-program-setup.md): Create your Referly affiliate or referral program with the onboarding wizard: business type, program goal, website, name, subdomain, logo, and commission structure.
- [Setting up your branding](https://www.referly.so/docs/help-center/getting-started/set-up-program/branding.md): Brand your Referly affiliate portal, dashboard, emails, and social-share previews: upload your main logo, dashboard and collapsed logos, favicon, and email logo, set your text and primary colors, and save your changes.
- [Welcome to Referly](https://www.referly.so/docs/help-center/getting-started/welcome.md): What Referly is and how its pieces fit together: your program, tracking, affiliates, customers and sales, rewards, and payouts, plus the engagement, gamification, growth, and integration layers on top.
- [Affiliate managers overview](https://www.referly.so/docs/help-center/grow/affiliate-managers/overview.md): Find and contact experienced affiliate program managers on Referly to help grow your program — browse by category and commission rate, view profiles, and reach out.
- [Invite an influencer](https://www.referly.so/docs/help-center/grow/influencer-discovery/invite.md): Invite a creator from Referly's Influencer Discovery into your program: pick their affiliate group or commission plan, add an optional signing bonus, write your first message, and track whether they accept.
- [How the match score works](https://www.referly.so/docs/help-center/grow/influencer-discovery/match-score.md): Understand Referly's influencer match score: a 0–100 estimate of program fit built from category match, proven revenue, conversion rate, audience size, geographic fit, verified socials, and recent activity.
- [Influencer discovery overview](https://www.referly.so/docs/help-center/grow/influencer-discovery/overview.md): Find and recruit creators with Referly's Influencer Discovery: search a network of vetted, revenue-proven affiliates, read their match score, save your shortlist, and invite them to your program.
- [Saved, invited, and recruited](https://www.referly.so/docs/help-center/grow/influencer-discovery/pipeline.md): Track creators through Referly's recruiting pipeline: save shortlists into folders, follow invited and declined outreach, and see who accepted and became an affiliate.
- [Search and filter](https://www.referly.so/docs/help-center/grow/influencer-discovery/search.md): Narrow Referly's influencer directory with search, category, platform, country, audience-size and revenue filters, then sort by best match, GMV, audience, conversion rate, or ROI.
- [Marketplace licenses](https://www.referly.so/docs/help-center/grow/marketplace/licenses.md): A marketplace license lets you publish your Referly listing and unlocks the Grow tools — Influencer Discovery, affiliate managers, and the affiliate newsletter. Learn what it includes and how to get one.
- [Build your listing](https://www.referly.so/docs/help-center/grow/marketplace/listing.md): Build your Referly Marketplace listing: add branding, product details, the reward affiliates earn, a listing body and FAQs, then preview and publish to get discovered.
- [Marketplace overview](https://www.referly.so/docs/help-center/grow/marketplace/overview.md): List your affiliate program on the Referly Marketplace so affiliates discover and join you. Learn where your listing appears, how affiliates browse and join, and what drives your ranking.
- [Visibility and boosts](https://www.referly.so/docs/help-center/grow/marketplace/visibility.md): Understand and improve your Referly Marketplace ranking: the visibility score, its five criteria, and how to earn a manual boost with a review or case study.
- [Brevo](https://www.referly.so/docs/help-center/integrations/brevo.md): Sync affiliates and referrals to Brevo.
- [Cal.com](https://www.referly.so/docs/help-center/integrations/cal-com.md): Connect Cal.com to Referly so bookings are credited to the referring affiliate. Covers Cal Referral Tracking for free meetings and Cal Payment Tracking for paid ones, including the embed namespace, the metadata referlyAff embed edit, and the Booking Created and Booking Paid webhook.
- [Calendly](https://www.referly.so/docs/help-center/integrations/calendly.md): Connect Calendly to Referly so booked meetings are credited to the referring affiliate. Add the tracking script, redirect invitees to your own thank-you page with event details, and record bookings and Calendly payments as referrals.
- [Chargebee](https://www.referly.so/docs/help-center/integrations/chargebee.md): Connect Chargebee to Referly to track affiliate clicks, subscriptions, trials, renewals, and refunds. Step-by-step custom field, webhook, and API key setup for drop-in checkout, payment links, and the Chargebee API.
- [Ecwid](https://www.referly.so/docs/help-center/integrations/ecwid.md): Track Ecwid store sales in Referly with two snippets — a storefront tracking script and order confirmation page code. Step-by-step setup, testing, and what the integration can and can't track.
- [Klaviyo](https://www.referly.so/docs/help-center/integrations/klaviyo.md): Connect Klaviyo to Referly to sync affiliates into a Klaviyo list automatically. Step-by-step setup, private API key scopes, verification checklist, limitations, and troubleshooting.
- [Mailchimp](https://www.referly.so/docs/help-center/integrations/mailchimp.md): Sync affiliates and referrals to Mailchimp.
- [Mailerlite](https://www.referly.so/docs/help-center/integrations/mailerlite.md): Sync affiliates and referrals to Mailerlite.
- [Make](https://www.referly.so/docs/help-center/integrations/make.md): Connect Referly to Make (Integromat): all 22 modules, what Make can and can't track, step-by-step scenario setup, passing the affiliate ID from your site, a full field reference, operations and limits, and troubleshooting.
- [Manual Bank account payouts](https://www.referly.so/docs/help-center/integrations/manual-bank-payouts.md): Pay affiliates by manual bank transfer in Referly: collect bank details, export a batch CSV, make the transfers in your own bank, and mark the batch as paid. Setup, reconciliation, and troubleshooting.
- [Memberstack](https://www.referly.so/docs/help-center/integrations/memberstack.md): Connect Memberstack to Referly: add the tracking script, create the pushlapaffiliateid custom field, pass the referral into Memberstack, connect Stripe, and add the member.updated webhook to credit affiliates for member sign-ups and paid memberships.
- [Integrations overview](https://www.referly.so/docs/help-center/integrations/overview.md): Connect Referly to your payment provider and website. Overview of every Referly integration — Stripe, Shopify, WooCommerce, Paddle, Chargebee, Polar, Zapier, Make — and where to find them in your dashboard.
- [Paddle](https://www.referly.so/docs/help-center/integrations/paddle.md): Connect Paddle Billing to Referly to track affiliate clicks, transactions, subscription renewals, and refunds. Step-by-step API key setup, checkout custom data snippet, sandbox testing, and what the integration can and can't track.
- [PayPal](https://www.referly.so/docs/help-center/integrations/paypal.md): Connect PayPal to Referly to pay affiliate commissions instantly. Step-by-step setup: PayPal Business account, enabling Payouts, Client ID and Secret, automatic payouts, fees, and troubleshooting.
- [Pickaxe](https://www.referly.so/docs/help-center/integrations/pickaxe.md): Connect Pickaxe to Referly so paid portal subscriptions are credited to the referring affiliate. Add the tracking script to your Pickaxe Design tab header code and connect Stripe, and renewals, refunds and cancellations are tracked automatically.
- [Polar](https://www.referly.so/docs/help-center/integrations/polar.md): Connect Polar to Referly to track affiliate clicks, orders, subscriptions, discount code sales, and refunds. Step-by-step access token, webhook, and checkout setup for payment links, embedded checkout, and the Checkout API.
- [Referly Payouts](https://www.referly.so/docs/help-center/integrations/referly-payouts.md): Let Referly pay your affiliates for you in 178 countries. Setup, adding a card or bank account, automatic payouts, what affiliates connect, fees, invoices, and troubleshooting.
- [Shopify](https://www.referly.so/docs/help-center/integrations/shopify.md): Connect Shopify to Referly to track affiliate clicks, paid orders, discount-code sales, repeat customers, and refunds. Step-by-step app install, theme script setup, and what the integration can and can't track.
- [Stripe](https://www.referly.so/docs/help-center/integrations/stripe.md): Connect Stripe to Referly to track referred customers, subscriptions, trials, renewals, coupon sales, and refunds automatically. Step-by-step setup, test-mode walkthrough, and what the integration can and can't track.
- [Stripe Buy Button](https://www.referly.so/docs/help-center/integrations/stripe/buy-button.md): Track affiliate referrals through an embedded Stripe Buy Button in Referly. Install the tracking script and snippet, connect Stripe, set client-reference-id on the button, and verify attribution end to end.
- [Stripe coupon codes](https://www.referly.so/docs/help-center/integrations/stripe/coupon-codes.md): Track affiliate referrals with Stripe coupon and promotion codes in Referly. Connect Stripe, auto-generate or sync codes, assign them to affiliates, and pay commission when customers redeem them.
- [Stripe Payment Links](https://www.referly.so/docs/help-center/integrations/stripe/payment-links.md): Track affiliate referrals through Stripe Payment Links in Referly. Install the tracking script and the payment links snippet, connect Stripe, and pass client_reference_id on every buy.stripe.com link.
- [Stripe Pricing Table](https://www.referly.so/docs/help-center/integrations/stripe/pricing-table.md): Track affiliate referrals through an embedded Stripe Pricing Table in Referly. Install the tracking script and snippet, connect Stripe, set client-reference-id on the table, and verify attribution end to end.
- [Stripe Session API](https://www.referly.so/docs/help-center/integrations/stripe/session-api.md): Track affiliate referrals through Stripe Checkout Sessions in Referly. Install the tracking script, connect Stripe, pass client_reference_id or pushLapAffiliateId metadata, and test attribution end to end.
- [Universal forms integration](https://www.referly.so/docs/help-center/integrations/universal.md): Track affiliate referrals from any form on any website with Referlys universal forms integration. Add the tracking script and form capture script to record sign-ups as referred customers, and pair it with a payment integration or the API to track sales.
- [Wise](https://www.referly.so/docs/help-center/integrations/wise.md): Connect Wise to Referly to pay affiliate commissions in multiple currencies. Step-by-step setup: Wise Business account, API key, balance top-up, connecting, paying a batch, fees, and troubleshooting.
- [Local bank account payouts (powered by Wise)](https://www.referly.so/docs/help-center/integrations/wise-local-bank.md): Pay affiliates directly into their local bank account through your connected Wise account. Setup, the bank details affiliates must supply per currency, paying a batch, fees, and troubleshooting.
- [WooCommerce](https://www.referly.so/docs/help-center/integrations/woocommerce.md): Connect WooCommerce to Referly to track affiliate clicks, sign-ups, orders, coupon sales, and refunds. Step-by-step WordPress plugin install, REST API key setup for product-based commission, and what the integration can and can't track.
- [WordPress](https://www.referly.so/docs/help-center/integrations/wordpress.md): Track affiliate referrals and sales on WordPress with Referly. Install the tracking script via WPCode, your theme, a child theme, or Google Tag Manager, avoid caching and consent issues, and point WooCommerce or Stripe checkouts at the right setup.
- [Zapier](https://www.referly.so/docs/help-center/integrations/zapier.md): Connect Referly to Zapier: all nine triggers and actions, what Zapier can and can't track, step-by-step setup, passing the affiliate ID from your site, a full field reference, limits, and troubleshooting.
- [The affiliate detail view](https://www.referly.so/docs/help-center/manage/affiliates/affiliate-detail.md): Everything on a Referly affiliate's detail page — profile, status, performance, tabs for activity, audience, payouts, promo codes, answers, assets, and the actions you can take on one affiliate.
- [Ban or deactivate an affiliate](https://www.referly.so/docs/help-center/manage/affiliates/ban-or-deactivate.md): Deactivate an affiliate to pause them (reversible) or ban them to remove them for good in Referly. Learn the difference, plus how to reactivate and how to act in bulk.
- [Bulk actions](https://www.referly.so/docs/help-center/manage/affiliates/bulk-actions.md): Act on many Referly affiliates at once: change their commission plan or group, message, export, give a bonus, approve, reactivate, deactivate, decline, ban, or delete — all in one step.
- [Change an affiliate's commission plan](https://www.referly.so/docs/help-center/manage/affiliates/change-commission-plan.md): Move a Referly affiliate onto a different commission plan from their detail page or in bulk. Learn what changes for future vs existing referrals and how to set a custom rate.
- [Filters and columns](https://www.referly.so/docs/help-center/manage/affiliates/filters-and-columns.md): Search, filter, sort, and customize columns on your Referly affiliates list — filter by status, source, plan, group, country, and performance ranges, and add metrics like EPC and conversion rates.
- [Give a bonus](https://www.referly.so/docs/help-center/manage/affiliates/give-a-bonus.md): Award a one-off cash bonus to a Referly affiliate, or to a whole selection at once. Enter an amount, pick a reason, and it lands in their rewards as a commission.
- [Affiliate groups](https://www.referly.so/docs/help-center/manage/affiliates/groups.md): Organize your Referly affiliates into groups with their own commission plans, landing pages, and promo codes. Learn to create groups, assign affiliates, and track group performance.
- [Import affiliates](https://www.referly.so/docs/help-center/manage/affiliates/import.md): Add affiliates to Referly in bulk from a CSV file or another platform. Learn the required fields, how to map and run the import, and why affiliates go first.
- [Affiliates overview](https://www.referly.so/docs/help-center/manage/affiliates/overview.md): Get to know the Affiliates area in Referly: read your affiliate list, understand each column, and find your way to searching, filtering, bulk actions, groups, and importing.
- [Affiliate statuses](https://www.referly.so/docs/help-center/manage/affiliates/statuses.md): What each affiliate status means in Referly — active, pending, invited, declined, deactivated, and banned — and how affiliates move between them.
- [Affiliate acquisition](https://www.referly.so/docs/help-center/manage/analytics/affiliate-acquisition.md): See where your affiliates come from in Referly: track affiliate sign ups and portal page visits, break them down by source and country, and follow the onboarding funnel to see how new affiliates get set up.
- [Conversion funnel](https://www.referly.so/docs/help-center/manage/analytics/conversion-funnel.md): Follow visitors from click to sale with Referly's conversion funnel: see your overall conversion rate, where people drop off between steps, and switch the middle step between referrals and add-to-carts.
- [Date ranges and granularity](https://www.referly.so/docs/help-center/manage/analytics/date-ranges.md): Set the time period for your Referly analytics with presets or a custom range, and understand how chart granularity — hourly, daily, weekly, or monthly — changes with the period you choose.
- [Analytics overview](https://www.referly.so/docs/help-center/manage/analytics/overview.md): Get to know the Analytics area in Referly: switch between Program Performance and Affiliate Acquisition, set your time period, filter your data, and read your charts and breakdowns.
- [Performance](https://www.referly.so/docs/help-center/manage/analytics/performance.md): Read the Program Performance tab in Referly: track clicks, referrals, revenue, and commission over time, and break every metric down by affiliate, group, link, traffic source, country, and device.
- [Add a sale](https://www.referly.so/docs/help-center/manage/customers/add-a-sale.md): Manually record a sale against a referred customer in Referly so their affiliate earns commission. Enter the order amount and optionally override the commission rate.
- [Change a customer's commission plan](https://www.referly.so/docs/help-center/manage/customers/change-commission-plan.md): Override the commission plan for a single referred customer in Referly. Choose a new plan for that customer's future sales without affecting past transactions or other customers.
- [Import customers](https://www.referly.so/docs/help-center/manage/customers/import.md): Bulk import referred customers into Referly from a CSV or another affiliate platform. Map your columns, link each customer to their affiliate by email, and run the import.
- [Notes](https://www.referly.so/docs/help-center/manage/customers/notes.md): Keep a private note against a referred customer in Referly. Add, edit, and save internal notes, and see at a glance which customers have a note from the Notes column.
- [Customers overview](https://www.referly.so/docs/help-center/manage/customers/overview.md): See every customer your affiliates referred in Referly. Understand the Customers table columns, how customers get added, their status, and what you can do from the screen.
- [Customer statuses](https://www.referly.so/docs/help-center/manage/customers/statuses.md): Understand Referly's customer statuses — Active, Submitted, and Rejected. Learn what each means for commissions and how to accept, reject, or reactivate referred customers.
- [Payout batch statuses](https://www.referly.so/docs/help-center/manage/payouts/batch-statuses.md): What each Referly payout batch status means — Preparing, Ready, Charging, Sent to Wise, Sending to affiliate, Paid, Failed, and No transactions — and what to do next.
- [Payout batches](https://www.referly.so/docs/help-center/manage/payouts/batches.md): Understand payout batches in Referly — how earnings are grouped, how to read the batches table, and how to review, pay, export, and manage batches in bulk.
- [Custom bank account fields](https://www.referly.so/docs/help-center/manage/payouts/custom-bank-fields.md): Collect extra banking details from affiliates paid by bank transfer in Referly — add custom bank account fields like branch name, SWIFT, or IBAN with required options.
- [Export payouts](https://www.referly.so/docs/help-center/manage/payouts/export.md): Export a Referly payout batch as a CSV formatted for Wise, PayPal, or bank transfer, pay affiliates in your provider, then mark the batch as paid.
- [Failed payouts](https://www.referly.so/docs/help-center/manage/payouts/failed-payouts.md): Find out why a Referly payout failed and how to fix it — read the failure reason, resolve the cause, and retry the payout batch.
- [Minimum payout amount](https://www.referly.so/docs/help-center/manage/payouts/minimum-amount.md): Set a minimum payout amount in Referly so affiliates are only paid once their cash earnings reach a threshold, reducing small-transfer fees.
- [Payouts overview](https://www.referly.so/docs/help-center/manage/payouts/overview.md): Learn how payouts work in Referly: how commissions become payable, self-managed vs Referly-handled payouts, payout methods, batches, schedules, and where to manage everything.
- [Payout methods](https://www.referly.so/docs/help-center/manage/payouts/payout-methods.md): Learn the affiliate payout methods in Referly: Wise, PayPal, manual bank transfer, Referly Payouts, and automatic delivery of coupons and credits.
- [Holding period and frequency](https://www.referly.so/docs/help-center/manage/payouts/schedule.md): Set how long Referly holds affiliate commissions and how often payout batches are created — holding period, payout frequency, and automated payout scheduling.
- [Manage payouts yourself or let Referly handle them](https://www.referly.so/docs/help-center/manage/payouts/self-managed-vs-referly.md): Compare managing affiliate payouts yourself with Wise, PayPal, or bank transfer against letting Referly pay your affiliates in 178 countries with tax-compliant invoicing.
- [Tax and invoices](https://www.referly.so/docs/help-center/manage/payouts/tax-and-invoices.md): Set your legal entity details, add and verify an EU VAT number, generate self-billing invoices, and handle VAT and NL tax exports for affiliate payouts in Referly.
- [Approve or decline a reward](https://www.referly.so/docs/help-center/manage/rewards/approve-or-decline.md): Review affiliate rewards before they're paid in Referly. Turn automatic reward approval on or off, apply it across commission plans, and accept or decline rewards one at a time or in bulk.
- [Bonuses and content rewards](https://www.referly.so/docs/help-center/manage/rewards/bonuses.md): Understand non-sale rewards in Referly — bonuses, milestone and performance rewards, contest prizes, and content rewards. See how they appear in the Rewards list, how to filter for them, and how they're approved and paid.
- [How a reward was calculated](https://www.referly.so/docs/help-center/manage/rewards/calculation.md): See exactly how Referly worked out a reward amount. Open a reward's Calculation tab to read the step-by-step trace from sale to Final Commission, and understand the commission-plan factors behind it.
- [Why a reward is on hold](https://www.referly.so/docs/help-center/manage/rewards/holds.md): Understand why a reward is On Hold in Referly — manual approval settings, fraud prevention (self-referral, email or IP match), a deactivated or banned affiliate, or a manual hold — and how to clear it.
- [Import sales](https://www.referly.so/docs/help-center/manage/rewards/import.md): Import historical sales and their affiliate rewards into Referly from a CSV or another affiliate platform. Learn the import order, required CSV columns, field mapping, and what happens after importing.
- [Rewards overview](https://www.referly.so/docs/help-center/manage/rewards/overview.md): Learn how the Rewards page in Referly works: review every commission your affiliates earn, read each column, understand reward and payout statuses, filter and search, and approve, pay, refund, or export rewards.
- [Refunds](https://www.referly.so/docs/help-center/manage/rewards/refunds.md): See what happens to affiliate rewards when a sale is refunded in Referly — the reward is voided and marked Refunded, kept out of payouts, and the refund window that blocks refunding rewards already paid.
- [API keys](https://www.referly.so/docs/help-center/settings/advanced/api-keys.md): Create and manage Referly API keys from Settings, Advanced, API Keys: generate a key, copy it safely, understand program scope and request limits, and delete a key when an integration changes.
- [Webhooks](https://www.referly.so/docs/help-center/settings/advanced/webhooks.md): Set up Referly webhooks from Settings, Advanced, Webhooks: create an endpoint, choose which affiliate, referral, sale, coupon, and promo code events to receive, protect your signing secret, send test events, and read delivery logs and retries.
- [Bot protection](https://www.referly.so/docs/help-center/settings/portal/bot-protection.md): Stop fake and automated affiliate sign-ups in Referly. Turn on reCAPTCHA bot protection to add an 'I'm not a robot' check to your affiliate portal login and sign-up pages.
- [Contact widget](https://www.referly.so/docs/help-center/settings/portal/contact-widget.md): Add a contact widget to your Referly affiliate portal. Choose the button style and position, write a greeting, and give affiliates a booking link, email address, and Discord invite.
- [Custom code](https://www.referly.so/docs/help-center/settings/portal/custom-code.md): Add your own CSS and JavaScript to your Referly affiliate portal. Restyle the portal, add analytics or a chat widget, and learn which code is blocked for security.
- [Custom domain](https://www.referly.so/docs/help-center/settings/portal/custom-domain.md): Serve your Referly affiliate portal from your own domain. Add a custom domain, create the CNAME or A record at your DNS provider, verify it, and go live at partners.yourbrand.com.
- [Affiliate portal languages](https://www.referly.so/docs/help-center/settings/portal/languages.md): Show your Referly affiliate portal in your affiliates' language. Set a default language, turn built-in languages on or off, and upload your own custom translation for any language.
- [Setting up login and sign up for affiliates](https://www.referly.so/docs/help-center/settings/portal/login-and-sign-up.md): Set up your affiliate login and sign-up pages in Referly: choose one of four page styles, customize the logo, title, subtitle, background, and carousel images, preview desktop and mobile, and see which styles need the Business plan.
- [Affiliate custom questions](https://www.referly.so/docs/help-center/settings/portal/onboarding.md): Add custom questions to your Referly affiliate onboarding. Create a custom step, pick Short Text, Long Text, Dropdown, Multiple Choice or Image Upload, set required and editable, and read every answer.
- [Shared customer data](https://www.referly.so/docs/help-center/settings/portal/shared-customer-data.md): Control what your affiliates can see about referred customers in Referly. Turn customer email, name, tracking data, and revenue sharing on or off, and mask what you don't want shared.
- [Ask affiliates to connect their social media](https://www.referly.so/docs/help-center/settings/portal/social-connections.md): Turn on the social media step in your affiliate portal onboarding, choose which platforms affiliates connect and verify, then filter and sort affiliates by audience size and platform and read their audience demographics and geography.
- [Social login](https://www.referly.so/docs/help-center/settings/portal/social-login.md): Let affiliates sign in and sign up with Google in Referly. Turn on social login, add your Google OAuth Client ID and Secret, set the authorized redirect URL, and choose the account-picker option.
- [Affiliate groups](https://www.referly.so/docs/help-center/settings/program/affiliate-groups.md): Create affiliate groups in Referly to give segments of affiliates their own commission plans, landing pages, and promo codes. Covers the Default group, group sign-up links, per-group stats, and how to edit or delete a group safely.
- [Automated short links](https://www.referly.so/docs/help-center/settings/program/automated-short-links.md): Give every affiliate a short, branded link automatically in Referly. Compare Referly short links on refurl.link or a custom domain with Shopify URL redirect short links, and choose the right type for your program.
- [Cross-domain tracking](https://www.referly.so/docs/help-center/settings/program/cross-domain-tracking.md): Preserve affiliate attribution across multiple domains in Referly. Add approved domains so referral tracking survives when visitors move from your marketing site to a checkout on another domain.
- [Fraud prevention](https://www.referly.so/docs/help-center/settings/program/fraud-prevention.md): Stop affiliates from referring themselves in Referly. Turn on self-referral detection, choose email and IP address matching, and decide whether flagged rewards are held for review or rejected automatically.
- [General program settings](https://www.referly.so/docs/help-center/settings/program/general.md): Set up your Referly affiliate program on the General settings page: program name, affiliate portal subdomain, landing page URLs, base commission plan, recurring and tiered rates, auto-approve settings, currency, and tax and shipping deductions.
- [Multi-level commissions](https://www.referly.so/docs/help-center/settings/program/multi-level-commissions.md): Set up multi-level commissions in Referly so affiliates earn on sales made by affiliates they recruited. Covers the enable switch, Level 0, Level 1 and Level 2 upline rates, how the rate is calculated, and what it costs you.
- [Email and in-app notifications](https://www.referly.so/docs/help-center/settings/program/notifications.md): Choose which emails and in-app toasts Referly sends you about your affiliate program — new sales, referrals, sign-ups, payout batches, weekly summaries, and chat messages.
- [Payout settings](https://www.referly.so/docs/help-center/settings/program/payout-settings.md): Configure how and when affiliates get paid in Referly: Wise, PayPal and bank payout methods, Referly-managed payouts, automated payout schedules, holding period, and minimum payout amount.
- [Referly short links](https://www.referly.so/docs/help-center/settings/program/referly-short-links.md): Set up Referly-hosted short links for your affiliates using refurl.link or your own branded custom domain. Includes adding a domain, the CNAME DNS records, and verifying it.
- [Shopify short links](https://www.referly.so/docs/help-center/settings/program/shopify-short-links.md): Create affiliate short links on your own Shopify store domain using Shopify URL redirects. Covers connecting Shopify, choosing landing pages, auto-applying discount codes, and re-syncing redirects.
- [Tax management](https://www.referly.so/docs/help-center/settings/program/tax-management.md): Set the legal entity, address, and EU VAT number Referly uses on affiliate self-billing invoices, require invoice details from affiliates, and download Netherlands ICP and BTW tax reports.
- [Tracking methods](https://www.referly.so/docs/help-center/settings/program/tracking-methods.md): Choose how Referly attributes referrals to affiliates — unique affiliate links, coupon codes at checkout, or both. Includes when to use each method and the integration needed for automated coupon tracking.
- [Invitations](https://www.referly.so/docs/help-center/settings/team/invitations.md): Track pending Referly team invitations under Settings, Team, Invitations: see who you have invited, the role they will get, resend an invitation with a fresh 7-day link, revoke an invite before it is accepted, and see what happens when someone joins.
- [Team members](https://www.referly.so/docs/help-center/settings/team/members.md): Manage your Referly team from Settings, Team, Members: understand the Account Owner, Admin, and Member roles, check your plan's seat limit, invite teammates by email, change roles, control which affiliate programs a member can access, and remove people.

## OpenAPI Specs

- [openapi](https://www.referly.so/docs/api-reference/openapi.json)