As an alternative to integrating your Advocate base program with Salesforce, HubSpot, or Shopify, you can use the Universal Tracking Tag (UTT). The UTT is a small JavaScript tag added to your website or landing page that tracks conversions and sends the information to impact.com. To get started, choose No integration as your integration type in the setup checklist.

Prerequisites

Use this guide to help you set up UTT tracking for Advocate when:

You already have a Performance program
You're adding a new Advocate program from the in-app prompt and checklist
You aren't using another integration—like Shopify, Salesforce, or HubSpot—to send conversion events to impact.com

Important: If your impact.com-assigned Implementation Engineer provided you with a Technical Implementation Plan, please follow the instructions provided in that document instead.

Step 1: Install the Universal Tracking Tag (UTT)

If you're a Performance client, you may already have the UTT installed—check your website before continuing.

The UTT script you must install is specific to your account. Retrieve it from your impact.com account, then install it on your website.

Find your UTT script

Sign in to your impact.com account.
From the left navigation menu, select [Menu] → Settings.
On the right, under Tracking, select General.
Copy the Universal Tracking Tag.

Add it to your website

We recommend placing the tracking tag in your website HTML rather than on a specific web page.

Go to the head tag of your website's HTML.
Paste the UTT script.

Step 2: Create & install your website referral widget

Use instant access widgets to give your customer advocates and their referred friends an easy way to interact with your Advocate program.

You’ll need to:

Set up an advocate referral widget in your program rules.
Customize the appearance of your advocate referral widget and the friend widget.
For the advocate referral widget, integrate a small code snippet into your website or landing page.

For instructions, refer to Set Up an Instant Access Widget.

Step 3: Send `CustomerEmail` with your conversion events

Your event tracking will already be set up from your Performance program. As with Performance, your Advocate program uses the trackConversion function to track purchase events on your website. This script should already be placed on the body of the confirmation page and is invoked immediately after a successful purchase event.

The event you selected in the setup checklist will be shared automatically with your Advocate program. Make sure you adjust the event itself to send us the customerEmail field—your Advocate program's tracking won't work without this. The field must include the email address of the referred friend. This email address doesn't need to be hashed.

Reversing a conversion event: Conversion events can be reversed or modified as long as the reward is still in its pending phase or hasn't been redeemed. Once a reward has been redeemed, the referral is considered locked and the reward can no longer be cancelled. Refer to Batch Modifications & Reversals Overview for more information on the process—note that you must send through the totalPostDiscount as 0 for the reward to be retracted.

Step 4: Set up your rewards & participant touchpoints

When you set up your program in the checklist, you selected a reward for your customer advocate and friends they refer. Now you'll need to finish reward setup.

Reward the customer advocate

Your customer advocate can be rewarded with cash, a coupon code for a discount or credit, or a gift card.

Cash payouts: Confirm that your impact.com account is adequately funded. Also, configure your microsite—your advocates will be sent a link to the microsite to provide their payout details.
Discounts and credits: Add coupon codes for your participants to redeem. You'll also need to set up the codes for redemption in your system.
Gift cards: Fund your Tango Card account .

Reward the referred friend

Referred friends always receive a coupon code. If you didn't add coupon codes for your customer advocates, you'll need to do so now. Make sure that the codes are set up for redemption in your system.

Step 5: Test your setup

Finally, test your setup to make sure that referrals are tracked and rewarded as you expect.