Create Payout Groups

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Payout Groups allow you to set rules on partner payouts for actions they drive, and they are included in your template terms. If a payout group's condition is met, it will apply the payout change at the same level (order or item) as the template term's default payout.

Only 1 payout group can apply at a time. Customized payout groups work best when they're mutually exclusive, so if payout groups have overlapping conditions, place the more specific payout group criteria at the top (e.g., "Customer Status is New & Order Total ≥ $200"), and the more common criteria near the bottom (e.g., "Order Total ≥ $200").

Add a payout group to a template term

Warning: Adding additional payout rules might require some technical knowledge. If you want to configure additional payout rules, contact support.

Payout groups are usually added when you create a template term, but you can always switch out contracts later.

1. From the left navigation bar, select [Engage] → Contracts → Template Terms.
2. In the upper-right, select Create Template Term.
3. Next to Event Type, from the [Drop-down menu], select the event type this template term applies to.
4. Next to Payout Groups, toggle [Toggle on] Set up customized payout groups.
5. To add a payout group, select Add new.
6. Set up the payout group's payout rules using the [Drop-down menu] and fields.

   • Optionally, select [Add another] to create a second rule within the same payout group.
   • If you add multiple rules to 1 payout group, all rules must apply for the payout group to apply.
7. Enter the Payout amount, and if given the option, specify Limits on payable items.

   • If you don't see the Limits toggle in the modal, contact support to request that the feature be added to your account.

   
8. In the lower-right corner of the modal, select Add to save the payout group.
9. To create another payout group, select Add new. If you create multiple groups, you can select and drag them around to change their rank.

How ranking works

Your payout groups are evaluated from top to bottom, and the first group whose conditions match the conversion applies — all lower-ranked groups are skipped. Place your most specific conditions at the top and broader or catch-all conditions at the bottom.

For example, a group targeting New Customers with an order total greater than $200 must sit above a group targeting New Customers only. If the broader group ranks first, it matches every new customer order before the more specific rule gets a chance to apply.

1. Continue creating your template term.

Note: When setting up a payout group using the Referral URL parameter, you can use the wildcard option to match despite any former or following characters. For example, use *facebook* to match for any Referral URL coming from Facebook.

Combine payout group criteria

• Commas in your payout group criteria will not combine the two criteria (e.g., Item Category is ACME, Anvils will be interpreted as Item Category is ACME OR Anvils). You can get around this by placing quotation marks around your rule containing a comma (Item Category is "ACME,Anvils").

Payout groups based on location

When configuring payout groups based on geographic location, you'll have to choose the correct data source. You can distinguish between where a click originated and where the customer actually resides.

Requirement	Recommended Parameter	Data Source
Payout group based on shipping address	Customer Country/Region	Data passed via your tracking pixel at checkout.
Payout group based on click location	Referral Derived Country/Region	The user's IP address at the moment of the click.