This article will cover:

  • What are Referrals?

  • What is the Referral Channel?

  • How to Create New Sources within the Referral Channel

  • How to Create a New Campaign

  • How to Add a Referring Domain to a Campaign



What are Referrals?


Referrals are the websites or applications that have referred customers to your website through a link. Referrals do not include paid media campaigns, organic search or social media.



What is The Referral Channel?

 

The Referral Channel is a client-defined collection of Sources that have referred consumers to your website – typically comprised of PR placements, blogs, etc. 


Within the Referral Channel is a Source called Referrals, which is created and managed by the Journey system. (What you see in the user interface that’s labeled “Referrals” is what we refer to here as “System Managed Referrals Source.”) Referrals, or the System Managed Referrals Source, is used to capture customer journey touches that come from a valid referrer website but that cannot be attributed to a paid or organic campaign. 


To view the System Managed Referrals Source, follow these steps:


To view the System Managed Referrals Source, follow these steps:

  1. Click on Channels from the main navigation  

  2. Click on Channels from the sub navigation

  3. Click on the Referral Channel Name

  4. Click on the Referrals Source Name

 

How to Create New Sources within the Referral Channel

 

In some cases, you may want to create a new Source to track specific (typically high) referral traffic. For example, if a blogger decides to write a review about your product and includes a link back to your website, this blog can end up driving a large amount of traffic and conversions. To effectively track and report on that, it’s helpful to break it out from the System Managed Referrals Source. When you create a new Source in cases like this, you will manage the new Source as its own entity and have the ability to view it separately in reporting.


Please note: it is important to review the Referrer Report periodically, on a weekly or at least a monthly basis. This will allow you to validate new or unknown traffic sources, identify issues in campaign configuration and data collection, and determine which websites or applications are referring traffic to your website – all of which will help you determine which Sources you may want to break out from the System Managed Referrals Source.


Once you’ve determined a referral website or application that you’d like to break out and report on separately from the System Managed Referrals Source, follow the steps below to create a new Source:


  1. Click on Action Menu Icon

  2. Navigate down to Sources

  3. Click the Add Button

  4. Name this website or application

  5. Associate it to the Channel called Referral 

  6. Leave the Status as Active

  7. Leave the Connection Type blank



How to Create a New Campaign


The Journey solution is built on the premise that multiple Campaigns can be connected with each Source. This allows you to properly manage and report on the effectiveness of individual Campaigns in driving traffic to your site. 


In order to effectively track clicks, conversions, etc., a Source must have at least one Campaign associated with it. Traffic can only be directly attributed to a Campaign under a Source (not the Source itself.)


From the new Source card that appears, create a Campaign by following these steps:

 

  1. Click on the Campaigns tab

  2. Click Add Campaign

  3. Associate this Source to the Site Objective

  4. Assign a Media Type of Referral

  5. Select the CPA Price Format

  6. Leave the Payout amount as $0

  7. Leave the Status as Active

 


How to Add a Referring Domain to a Campaign


A Referring Domain is the tracking component of a Campaign that is used to identify which Source Campaign the traffic should be attributed to (if not the System Managed Referrals Source.) If Campaign Unique Links are not being used, you will add a new Referring Domain every time you set up a new Campaign. 


From the Campaign card, add a new Referring Domain to an existing Campaign by following these steps: 


  1. Click on the Referrer Mapping tab

  2. Click Add 

  3. Type in the Referrer Domain as seen in the Referrer Report

  4. Check the Active tick box

  5. Click Update

 

Please note: you should follow these steps every time you set up a new Campaign. These steps can also be followed any time you want to add a new Referring Domain to an existing Campaign. 



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