Running Refersion as a service, Attribution Analytics

Refersion Agency Implementation, Building Retainer Affiliate Programs

Learn how to set up and manage Refersion affiliate programs as a retainer service for ecommerce clients. This course covers first-party tracking setup, commission structure design, affiliate recruitment workflows, and multi-store consolidation using the Growth tier API to scale across multiple client accounts.

Open the decision record for Refersion

What does running Refersion for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Starting at $199/month (per pricing tiers, if available) plus any additional setup costs from your agency.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is Refersion worth running as a client service?

The evidence supports a viable service offer for ecommerce clients, with clear value in first-party tracking. However, detailed profitability depends on agency-specific costs and client pricing, which are not modeled here.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Refersion account (with a paid plan as per pricing tiers)
  • Access to client's ecommerce platform (e.g., Shopify, WooCommerce)
  • Stripe account for payout processing
  • Webhook or API integration setup (Refersion API documentation)

People and inputs

  • Affiliate marketing expertise (to design commission structures)
  • Basic understanding of tracking and analytics
  • Time for initial setup and client onboarding

Included with the course

7 working documents for delivering this service.

  • Refersion Retainer Pricing & Tier Selection Worksheetworksheet
  • Commission Structure Template for Fashion & Beauty Brandstemplate
  • Affiliate Recruitment & Onboarding SOPsop
  • First-Party Tracking Domain Setup Checklistchecklist
  • Multi-Store Management & API Integration Guideguide
  • Monthly Affiliate Performance Reporting Templatetemplate
  • Client Onboarding & Launch Checklistchecklist

Listed by name. These documents are not yet published as individual downloads.