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How do I set up an influencer cooperation?

In this article you learn how to set up a tracked influencer cooperation in three steps: add the influencer, create the cooperation with its commission and create the tracking link with the short URL and discount code.

Written by Dennis Rudolf

A tracked cooperation needs three things in Tracify: the influencer, the cooperation with its date, placement and commission, and the tracking link the influencer shares. You create all three in a row, each dialog leads to the next.

In this article

💡 Tip: Many influencers or cooperations at once? Import them from a CSV or Excel file: How do I import influencers and cooperations?


1. Add the influencer

  1. In the dashboard, open Influencers › Influencers and click Add Influencer.

  2. Enter the Name as it should appear in Tracify and, optionally, the Contact Email.

  3. Under Connect Profiles, enter the username of the influencer on every platform they post for you, for example the Instagram handle without the @. The platforms you fill in here are the placements you can choose for the cooperation.

  4. Click Create. With Create & Add Another the dialog stays open for the next influencer.

ℹ️ Note: If the influencer already exists, skip this step. Hover over the influencer in the table and click the handshake icon, which opens the cooperation dialog with the influencer preselected.


2. Create the cooperation

  1. Click Create Cooperation on the Influencers or the Cooperations page, or the handshake icon next to the influencer.

  2. Fill in the cooperation:

Field

What to enter

Influencer

The influencer the cooperation belongs to

Cooperation Name

A name you recognize later, for example "Summer launch reel"

Labels (optional)

Keywords to group cooperations, separated by commas

Date

The day the posting goes live. You can change it later if the date moves.

Placement

The format of the posting, for example Instagram Story or YouTube Video. The list shows the platforms of the influencer.

Fixed commission

The fixed fee of the cooperation, counted as ad spend on the date of the cooperation. Enter 0 if there is none.

Variable commission per order

A fee per attributed order, as a percentage of the order value (%) or a fixed amount (€), counted as ad spend on the date of the order. Enter 0 if there is none.

  1. Click Create & Generate Link. The cooperation is saved and the link dialog opens. With Create you save the cooperation without a link and create it later with Create Link in the Links column of the Cooperations table.

💡 Tip: Create one cooperation per posting, for example one for the story and one for the reel. Each gets its own tracking link, so you see which posting performed.


3. Create the tracking link

  1. Check that the correct Influencer and Cooperation are selected.

  2. Fill in the link:

Field

What to enter

Link Title

A name for the link, for example "Story link" or "Bio link". Useful when a cooperation has several links.

Target URL

The page the influencer should send people to, starting with https://. The page has to have the Tracify tracking, otherwise the click cannot be attributed.

Existing UTM Parameters (optional)

UTM parameters you want to keep in the link, for example utm_source=influencer&utm_medium=story. Join several with &.

Discount Code (optional)

The code the influencer shares. It is used for reporting, see below, and is not applied in the checkout automatically.

  1. Click Create Link. Tracify adds its tracking parameters to the target URL and creates a short URL, for example trfy.eu/abc12.

  2. Copy the short URL and send it to the influencer. It is the better choice for stories and bios, because it is short and keeps the tracking parameters safe from third-party shorteners.

Later you find the links again by clicking the number in the Links column of the Influencers or Cooperations table. With the copy icon next to the number you copy the short URL of a cooperation with one link directly. A cooperation can have several links, for example one for the story and one for the bio. The results of all links count for the cooperation.

⚠️ Important: The influencer has to use the link exactly as generated. If the tracking parameters are removed or the link is shortened again, the clicks and orders are not attributed to the cooperation.


How discount codes are reported

Tracify does not attribute orders based on the discount code. An order is attributed to the influencer only if the customer clicked the tracking link before the purchase. If a customer redeems the code without clicking the link, the order is attributed to its other touchpoints, for example Direct or Organic.

The code is used for reporting. In the Influencer Overview, the tab Influencer Discount Codes shows the orders and the revenue in which each code was used, attributed according to the selected preset. These orders can come from any channel, not only from clicks on the link.


Common questions

Where do the commissions show up?

As ad spend of the influencer channel in the Marketing Overview and the Influencer Overview, and in the columns Fixed Commissions and Variable Commissions of the Influencers and Cooperations tables. ROAS and CAC of an influencer are calculated with them.

What happens if I use the same discount code for two cooperations?

The redemptions of the code are reported for the cooperation with the latest date. If cooperation A is on August 1 and cooperation B on August 14, all redemptions from August 14 on count for B. Use one code per cooperation to keep the report clear.

Can I change the cooperation or the link afterwards?

Yes, date, commission, target URL and discount code can be changed at any time: How do I edit or delete influencers, cooperations and links?

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