impact.com's Customer Status Mapping gives you access to information like what percentage of sales your partners drive comes from customers that have never shopped with you before. You can also see data like your program's new customer rate or the number of frequent purchasers you have.
Warning
Adding customer status mapping to your event types will alter your tracking code and can lead to disruptions in your program while you configure this setting. Work with your CSM throughout this process to keep issues to a minimum.
impact.com does not control, have input on, or have any way to identify what visitors to your site are new customers, frequent shoppers, etc. impact.com only receives conversion data after a purchase happens. Therefore, your team must create the identifying logic to dynamically identify customers visiting your web store and tag them with their proper CustomerStatus.
This value, when passed with the conversion data as customerStatus={-the dynamic value-}, will be sent to impact.com via your Universal Tracking Tag (UTT). We'll update your UTT later. For now, after you have implemented this logic on your end, you can configure customer status mapping values in impact.com.
The customer status mappings of "new" and "existing" will work by default when submitting conversions but not when performing payout modifications. If you want to modify payouts by customer status, you need to configure these mappings manually.
These must identically match the programming logic set up on your website/servers, including spacing and case sensitivity. impact.com only receives conversion data—the platform has no insights into what determines if a customer is New or not before the conversion data is tracked.
From the left navigation bar, select
[Menu] → Settings.On the right, under Tracking, select Event Types.
Next to the program to which you want to add customer status mapping, select
[Drop-down menu] → View/Edit.At the bottom, select Show advanced settings.
Next to Customer Status Mapping, select
[Edit].Next to the customer values you want to use, enter the values your identity logic uses for each customer status.
Select Save.
Don't see this setting? Reach out to your CSM (or create a support ticket) to get it added to your account.
After you configure your customer status mapping values in impact.com, you will then update your tracking code via the impact.com UI.
Do not update any other part of your tracking code at this time. Check-in with your CSM or impact.com support if you need to update any other part of your tracking code.
Before you swap out and test your existing tracking code, you will need to update it on impact.com.
From the left navigation bar, select
[Menu] → Settings.On the right, under Tracking, select Event Types.
Next to the program you edited in the previous section, select
[Drop-down menu]→ Tracking Code.On the right, under Optional Values, select
[Unchecked box] Customer Status.customerStatus: "A Status here"should appear in your Universal Tracking Tag (UTT) after checking the box.
Don't close out of your session yet; you will need to complete a successful test for your changes to save.
Your tracking tag will be successfully updated after you complete a successful test. To perform the test, perform the following steps:
Under your UTT, select Copy.
Replace any instances of your old tracking code with this new one.
Back in impact.com, select Continue to Testing.
Complete a conversion on your site.
Refer to the Test details section in the Test an Event Type article for more information.
Verify your rest results back in impact.com.
Refer to the Test results section in the Test an Event Type article for more information.
Once your tracking code passes testing, you can now begin adding payout adjustments to your template terms relating to customer statuses.
Want to test the pixel in a staging environment first? See the Testing in a staging environment section in the Test an Event Type article to see how.
You can add partner payout adjustments or partner payout groups based on customer statuses after you successfully implement them into your tracking code. These would adjust or add to what partners are paid, based on the terms with which they drive actions (e.g., higher payouts for New customers).
If you pay your partners a percentage of online sales as a commission, impact.com recommends using Payout Groups to set the final payout percentage instead of trying to adjust the payout percentage using Payout Adjustments.
Payout Groups
You will look to add a Payout Group if you want to completely change the Default Payout to Partners based on Customer Status.
Add a payout group to existing template terms
Payout groups are usually added when you create a template term, but you can also add them to existing terms and always switch out contracts later.
From the left navigation bar, select Contracts → Template Terms.
Next to the template terms you want to change, in the Actions column, select
[Drop-down menu] → Modify Terms.Next to Event Type, select the event type this template term will be for.
Next to Payout Groups,
[Toggle on] on Set up customized payout groups.To add payout groups one at a time, select Add New.
Select the payout group Rules from the first drop-down menu.
Select how the rule should apply to your payout group from the second drop-down menu.
Select the value applicable in relation to the payout rule you selected (e.g., if you select currency as a rule, you’ll have to select the type of currency the payout should be in)
In the Payout section, select the payout metric (e.g., percentage or fixed) and the value in relation to the order.
Select Add.
To create another group, select Add new again.
You should create a new group for each Customer Status for which you are wanting to modify the payout. If you add more than one rule per Payout Group, all the rules will need to match in order for that Payout Group to apply.
Select Next.
Choose when the modifications will begin for active contracts on that template term.
Select if partners can opt to begin the new terms before the Modification Start Date.
Optionally, add any comments you want partners to read regarding the changes.
Select Save.
Payout adjustments
These are individual, customizable statements that can adjust the payout for the action based on very specific conditions, including Customer Status. Payout Adjustments adjust the commissions earned from the Default Payout (or Payout Groups, should they exist) by an amount or percentage.
Add payout adjustments to existing terms
From the left navigation bar, select Contracts → Template Terms.
Next to the template terms you want to change, in the Actions column, select
[Drop-down menu] → Modify Terms.Next to Payout Adjustments,
[Toggle on] on Adjust payouts based on specific conditions.Set up payout adjustments based on customer status.
See the image below for an example setup where partners that drive
Newcustomers get a 10% payout increase but drivingExistingcustomers lowers the payout by 50%.
At the bottom of the screen, select Next.
Choose when the modifications will begin for active contracts on that template term.
Select Next.
Optionally, add any comments you want partners to read regarding the changes.
Select Save.
Example Scenario
Wile E Coyote drives an anvil sale ($100) for your brand which results in a NEW customer. The default payout of the contract is 10% of the sale, which would result in a $10 commission for Wile E Coyote.
However, you want to reward your partners for driving NEW customers to your brand and you decide to increase the payouts your partners receive for bringing new customers by 5% and experiment with Payout Groups and Payout Adjustments.
First, you decide to set up a Payout Group in your contract with a 15% of item sale amount payout (5% more than the default payout).
Wile E Coyote will now receive 15% of $100 which results in a $15 commission.
Secondly, you disable the payout group, and then decide to set up a Payout Adjustment to increase payouts for new customers by 5%.
Wile E Coyote will now receive his Default Payout of 10% ($10) plus an additional 5% on the commission received. $10 + 5% = $10.50 commission received.
Wile E Coyote will now receive his Default Payout of 10% ($10) plus an additional 5% on the commission received. $10 + 5% = $10.50 commission received.
There are 3 reports where you can view customer status data:
New vs. Return Customer Report
The New vs. Return Customer Report will show you data on actions created by New, Existing, and Re-Engaged customers throughout your chosen date range. Actions, action cost, and revenue created by each kind of customer is aggregated by the partner that drove the action.
Performance by Day by Customer Status Report
The Performance by Day by Customer Status Report combines data presented in the New vs. Return Customer and Performance by Day reports. Action, action cost, and revenue data is first aggregated by day, then is further drilled down by customer status in the report.
Advanced Action Listing
The Advanced Action Listing will provide you with many different data points about every action driven within your chosen date range. To see which customer status (if any) is associated with the actions presented in this report, select the Show filter, then tick the
[Unchecked box] Customer Status box, and finally select 
[Search].