> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/conversion-retraction-explained.md).

# 转化撤销说明

如果被推荐的好友购买了商品，但随后又退货，你会想撤回该转化。了解如何在本文中设置转化撤回。

#### 为转化撤回设置您的计划

1. 在左侧导航中，选择 ![](https://impact-1.gitbook.io/docs/emvxfLrwrlacc4y3y02Y/~gitbook/image?url=https%3A%2F%2F4048883401-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FwMLlMoFBtKJa8ptd3zaw%252Fuploads%252Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%252Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg%3Falt%3Dmedia\&width=300\&dpr=3\&quality=100\&sign=71dd50ef\&sv=2) **\[Engage] → 项目规则**.
2. 创建一条新规则并选择 **好友退款其购买款项** 作为规则触发条件。请参阅第 1 步 [配置您的推荐者计划](/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/configure-your-advocate-program.md) 以了解如何创建规则。
3. 填写完所需信息并选择了 **下一步**之后，选择好友或推荐者需要执行的操作，并为该操作命名。

<div data-with-frame="true"><figure><img src="/files/72cd72603d77d474eaee2a8facaea5c6392186e2" alt="" width="375"><figcaption></figcaption></figure></div>

1. 您也可以选择设置您的 *高级设置*。这包括添加必须满足的条件，才能触发此规则。
2. 选择 **下一步**.
   * 现在，当符合条件的购买触发转化但随后发生退款时，计划规则将撤回该转化。请注意，推荐转化只能在转化后 30 天内撤回。
3. 完成选择后，最后一步是审查您设置的规则和操作条件，如果您对设置满意，请选择 **保存** 右下角。

{% hint style="info" %}
**示例：**

1. Hazel Nutt 推荐了 Carrie Oakey。
2. 根据该计划的设置，只有在 Carrie Oakey 购买金额超过 1000 美元后，这次推荐才会转化。
3. Carrie Oakey 购买了 1100 美元的商品，推荐关系双方都获得了奖励。
4. 随后，Carrie Oakey 退还了其购买款项。
5. impact.com 撤回该转化，并且该推荐不会计入计费。
   {% endhint %}

#### 编辑“仅首次”重新转化

如果您的计划规则设置为仅在首次达成时触发，那么当参与者完成转化且发生转化撤回后，如果之后再次被推荐，他们将无法通过首次检查。

您可以编辑规则条件，以允许用户在重新转化时获得奖励。这可以通过计划规则中的 JSONata 编辑器完成。以下表达式可在计划设置期间的 JSONata 编辑器中使用，以便在第一个推荐被撤回后，第二个推荐也能在“仅首次”计划下获得奖励：

```programlisting
rule.isFirstTime = true or $not(user.referredByReferral.dateConverted) ? truegoal.isFirstTime = true or $not(user.referredByReferral.dateConverted) ? true
```

用于撤回的 mutation 是 `retractReferralConversion`.

#### 跟踪转化撤回指标

当转化被撤回时，它将不再计入以下指标：

* *已转化的推荐*
* *推荐转化*
* *成功推荐者*

此外，当转化被撤回时，该推荐的状态将恢复为 *已开始*，并显示撤回日期。

被撤回的推荐将显示在您的 *推荐动态流中。*

1. 在左侧导航中，选择 ![](https://impact-1.gitbook.io/docs/emvxfLrwrlacc4y3y02Y/~gitbook/image?url=https%3A%2F%2F4048883401-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FwMLlMoFBtKJa8ptd3zaw%252Fuploads%252Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%252Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg%3Falt%3Dmedia\&width=300\&dpr=3\&quality=100\&sign=71dd50ef\&sv=2) **\[Engage] → 报表 → 推荐动态**.

一个 *推荐动态流* 的示例可能如下所示：

被撤回的推荐也会出现在客户推荐者的 *参与者资料*。了解更多关于 [推荐者参与者资料](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/advocate-participant-profiles-explained.md).


---

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