Lead and Sales
Affiliate Lead and Sale Attribution
Affiliates can optionally include a small data payload in any hyperlinks found in their online marketing material, email content or banner ads to attribute leads and sales to a specific introducer, adviser or adviser firm.
This can be done by including a JSON Web Token as a signed and encoded parameter named token in the redirect URL.
What attribution information can be passed?
|Introducer||Optionally include an identifier and name to associate quotes and policies with an affiliate organisation|
|Adviser Firm||Attribute quotes and policies to an adviser firm by including the company details|
|Adviser||Attribute quotes and policies to a specific adviser by including the adviser name and personal details.|
The externalId field can be used to pass a unique identifier that represents the introducer, adviser or adviser firm in another system. We will store this value with and quotes and policies that are created and can include it in MI or bordereaux reports to simplify the task of reconciling leads and sales with another system.
Updated 10 months ago