> 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).

# 转化撤销详解

如果被推荐的好友购买了商品，但随后又退货，你会希望撤销该转化。本文将教你如何设置转化撤销。

#### 设置你的转化撤销计划

1. 从左侧导航中，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. 创建新规则并选择 **好友退回购买款项** 作为规则触发条件。参见第 1 步的 [配置你的倡导者计划](/brand/zh/what-would-you-like-to-learn-about/advocate-program/getting-started-with-advocate/configure-your-advocate-program.md) ，了解如何创建规则。
3. 填写完所需信息并选择 **下一步**后，选择好友或倡导者需要执行的操作，并为该操作命名。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FcqEZbfcFFxhrq0GzxTKY%2FScreenshot%202026-05-15%20at%2016.28.40.png?alt=media&amp;token=2943b8a1-0a3c-4823-8583-a9b80febdf56" alt="" width="375"><figcaption></figcaption></figure></div>

1. 你还可以选择设置你的 *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，当一次符合条件的购买触发转化但随后发生退款时，程序规则将撤销该转化。请注意，推荐转化只能在转化后的 30 天内被撤销。
3. 完成选择后，最后一步是检查你设置的规则和操作条件，如果你对设置满意，请选择 **保存** 位于右下角的。

{% hint style="info" %}
**示例：**

1. Hazel Nutt 推荐 Carrie Oakey。
2. 由于该计划的设置方式，只有当 Carrie Oakey 购买金额超过 1000 美元后，该推荐才会转化。
3. Carrie Oakey 进行了 1100 美元的购买，推荐双方都获得了奖励。
4. 之后，Carrie Oakey 退回了该购买。
5. impact.com 撤销了该转化，该推荐将不会计入计费。
   {% endhint %}

#### 编辑“仅首次”再次转化

如果你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并发生转化撤销时，如果他们之后再次被推荐，他们将无法通过首次检查。

你可以编辑规则条件，以允许用户在再次转化时获得奖励。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中、第二次推荐的 JSONata 编辑器里使用；如果第一次推荐被撤销，则在“仅首次”计划下可获得奖励：

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

用于撤销的 mutation 是 `retractReferralConversion`.

#### 跟踪转化撤销指标

当转化被撤销时，它将不再计入以下指标：

* *已转化推荐*
* *推荐转化*
* *成功推荐人*

此外，当转化被撤销时，该推荐的状态会恢复为 *已开始*，并显示撤销日期。

被撤销的推荐将出现在你的 *推荐动态。*

1. 从左侧导航中，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] → 报告 → 推荐动态**.

一个 *推荐动态* 的示例如下：

被撤销的推荐也会出现在客户倡导者的 *参与者资料*中。进一步了解 [倡导者参与者资料](/brand/zh/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/advocate-participant-profiles-explained.md).


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