"After thorough research of various software, my colleagues and I chose Post Affiliate Pro. The software is very user-friendly and provides all the key functionality we need. The customer support team is extremely helpful and responds to our questions in a very timely manner."
Summary of Refersion Software
Refersion offers a robust dashboard that allows users to track affiliate performance, automate campaign approvals, manage payments, and analyze sales metrics. Key features include:
Affiliate discovery and management: Tools for finding and onboarding affiliates, managing their profiles, and tracking their sales performance.
Flexible commission structures: Ability to tailor commission rates based on various metrics (SKU, product, etc.), accommodating different affiliate types.
Comprehensive reporting: Diverse reporting options to monitor affiliate performance and campaign effectiveness.
Integrated tools for influencer marketing: Collaborations with influencer marketing platforms to expand reach and optimize brand partnerships.
Usability is a significant aspect of Refersion, with an intuitive interface that simplifies the management of affiliate programs, making it accessible even for those with limited technical skills.
Ideal User Groups for Refersion
Medium to large e-commerce brands: Companies that require a comprehensive solution to manage numerous affiliates and influencers effectively.
Beginner to professional marketers: Both novices and seasoned marketers can benefit from the platform’s user-friendly interface and extensive features.
Specific use cases: Refersion excels in scenarios such as launching new products with affiliate support, managing affiliate programs for promotional campaigns, and expanding brand awareness through influencer collaborations.
Features
Reporting
Refersion offers robust reporting capabilities designed to enhance affiliate marketing strategies. Key features include performance reports, which analyze affiliate, offer, creative, and SKU data to identify high-performing elements. Automated and custom reports provide regular performance updates and tailored insights for specific data points. Key metrics such as revenue per page, earnings per click (EPC), average order value (AOV), conversion rate, traffic to monetized content, and click-through rate (CTR) are tracked to measure success. Users can build personalized dashboards using GraphQL or REST API, enabling businesses to make data-driven decisions, optimize campaigns, and maximize revenue.
Integrations
Refersion integrates seamlessly with various platforms to enhance user workflows. E-commerce platforms such as Shopify, WooCommerce, BigCommerce, Magento, and Salesforce Commerce Cloud are supported, along with payment processors like Stripe and PayPal for efficient affiliate payments. Marketing tools such as Mailchimp, Klaviyo, and Google Analytics improve campaign management, while influencer tools like Upfluence and #paid help manage influencer partnerships. Additionally, automation via Zapier connects with thousands of apps, streamlining operations, enhancing functionality, and improving efficiency.
Mobile Apps
Refersion offers mobile app support for on-the-go management. These apps feature affiliate and campaign management, automated payments, data insights, and attribution tracking. Designed for use with Shopify, WooCommerce, and BigCommerce, they are ideal for affiliate managers, marketing teams, and e-commerce owners seeking real-time updates and adjustments. Refersion’s mobile capabilities make it an effective tool for remote affiliate marketing management.
Single Sign-On (SSO)
Refersion supports SSO, integrating with platforms like Shopify, BigCommerce, WooCommerce, Magento, and Salesforce Commerce Cloud. This feature simplifies login processes for user convenience, enhances security by reducing login attempts and entry points, and offers centralized authentication for streamlined access management.
Automation
Refersion automates various processes to save time and optimize tasks. It automatically generates unique affiliate URLs through vanity URL creation and ensures timely affiliate payouts with built-in tax form management. Communication is streamlined with automated in-app emails for affiliate engagement. Additionally, data sharing with e-commerce platforms like Shopify and WooCommerce is automated. These features reduce administrative tasks, allowing users to focus on strategic growth.
Security
Refersion employs stringent security measures, aligning with GDPR and SOC 2 standards. Data protection measures include privacy programs, risk assessments, and employee training. Affirmative consent is required for data use, with options for customer opt-out to maintain user control. Refersion also ensures adherence to GDPR rights and conducts regular audits to meet SOC 2 criteria, safeguarding user data and building trust.
API
Refersion offers a powerful API with various capabilities. Automation streamlines affiliate and conversion approval processes, while real-time reporting provides actionable insights. The API also facilitates integration with platforms such as Shopify, BigCommerce, and Amazon and supports tailored solutions through Zapier. Fraud prevention mechanisms detect and prevent affiliate fraud. These features enable businesses to optimize their affiliate strategies and integrate seamlessly with existing systems.
Deployment
Refersion supports both cloud-based and on-premises deployment options. Cloud-based deployment is cost-effective, scalable, quick to deploy, and benefits from automatic updates, though it offers less control, potential security concerns, and internet dependence. On-premises deployment offers greater control, enhanced security, and compliance benefits, though it involves higher upfront costs, maintenance responsibilities, and limited scalability. Businesses can choose the option that best aligns with their budget, control needs, and scalability requirements.
Pricing
Refersion offers four pricing plans based on the number of monthly order conversions, which are as follows:
| Pricing Plan | Price (Annually) | Monthly Order Conversions | Active Affiliates | Clicks | Refersion Marketplace Access |
|---|---|---|---|---|---|
| Starter | $79 | Up to 10 | 50 | 300 | Yes |
| Professional | $99 | Up to 50 | 200 | 1,000 | Yes |
| Business | $249 | Up to 200 | 500 | 5,000 | Yes |
| Custom | Contact for pricing | Unlimited | Unlimited | Unlimited | Yes |
Each plan includes comprehensive tracking, reporting, and recruitment tools to help manage and grow your affiliate program.
What happens if I exceed my conversion limit?
If you exceed your plan’s conversion limit, conversions will continue to be tracked, but you won’t be able to see or interact with them until the next billing cycle. You can also upgrade your plan to accommodate more conversions.
Free trial
Refersion offers a 14-day free trial for new users. During the trial, users can access all features of the platform, allowing them to explore the interface and capabilities without any financial commitment. To sign up for the free trial, users can visit the Refersion signup page.
Demo availability
Refersion provides the option to request a product demo. The demo typically includes an overview of the platform’s features, such as campaign management, automated payments, tracking, and insights into how to effectively use the platform for affiliate marketing. Users can request a demo by visiting the Refersion demo request page.
Conclusion
Strengths
Refersion is widely recognized for its robust affiliate marketing capabilities. It provides a seamless platform for businesses to manage and track affiliate programs effectively. Key strengths include:
Ease of use: Intuitive interface that simplifies onboarding and management for users, even without extensive technical skills.
Comprehensive tracking: Advanced tracking features to monitor affiliate performance, clicks, and conversions in real time.
Integration capabilities: Compatibility with popular e-commerce platforms like Shopify, WooCommerce, and BigCommerce.
Customizable affiliate programs: Offers businesses the ability to tailor their affiliate programs to fit specific needs.
Automated payments: Simplifies the payout process, saving time and reducing errors.
Weaknesses
While Refersion has many strengths, it is not without flaws. Notable weaknesses include:
Pricing model: Higher-tier plans may not be cost-effective for smaller businesses or startups.
Limited advanced features: Lacks some advanced functionalities offered by competitors, such as in-depth analytics or multi-level marketing options.
Customer support: Some users report delays in response from customer service for critical issues.
Final assessment
Features
Refersion boasts a strong set of features catering to affiliate management and tracking. Its integrations and customizable options stand out as particularly valuable for e-commerce businesses. However, the absence of some advanced features may limit its appeal to large-scale operations.
Usability
The platform is user-friendly, making it accessible to a broad range of users. Its intuitive design ensures that even those with minimal technical expertise can navigate and utilize its functionalities effectively.
Pricing
Refersion’s pricing structure may pose a barrier for small businesses. While the features justify the cost for larger companies, startups may find it challenging to allocate resources for higher-tier plans.
Alternatives
For businesses seeking alternatives, consider the following:
Tapfiliate: Offers similar affiliate management capabilities with a strong emphasis on analytics.
Post Affiliate Pro: A more affordable option with extensive customization features.
PartnerStack: Ideal for scaling businesses looking for robust partnership ecosystems.
