Convert Referrals in Bulk for Advocate

This guide shows how you can manually submit bulk conversions for referrals to an Advocate program.

1

Prepare your data

1. Create a file using the file template provided below.

2. Add your conversion data to the file using the field reference below.

3. Append any optional parameters you want to report as new columns in your file.

4. Save your file in .CSV format with an easily identifiable title and date (e.g., 2020-01-01_ConversionData.csv).

File template

CampaignId,EventTypeId,CustomerEmail,CustomerId,OrderId,EventDate,Amount
XXXXX,XXXXX,[email protected],[email protected],12345-6,2026-02-17T18:43:39Z,188.29
XXXXX,XXXXX,[email protected],[email protected],12345-7,2026-02-17T18:43:39Z,215.53

Field reference

CustomerId	The email address of the referred user.
CustomerEmail	The email address of the referred user.
EventDate	The date the order was placed in ISO 8601 format (recommended), or add NOW to use the current date.
OrderId	The unique order identifier.
Amount	The order total.
EventTypeId	Your 5-digit event type ID.
CampaignId	The 5-digit ID of the program where the event type was originally created. If the event type was created in your Performance program use the Performance program ID. The events will still make their way to your Advocate program.

2

Submit your data file via email

1. In the top-right, select [User profile] → Settings.

2. Under the Tracking section, select Event Types.

3. Hover over the event type, select [More] → View / Edit.

4. Select Returns Processing.

5. Select Automate Returns Processing (advanced).

6. Then select Email file to system SMTP server and copy your unique email address.

7. Using any email client, send an email to the unique address with your event data file as an attachment.

   • Only include the unique email address in the To: field. If you need to send this file to others, include them in the CC: line.

   • You can leave the subject field and message body blank.