Launch Checklist

Use this checklist before opening your program to partners.

Tracking

• Browser tracking is installed on every public landing page.
• A test referral click creates the refp_id cookie on your domain.
• Lead tracking fires after sign-up and does not block the auth flow.
• Sale tracking fires only after payment confirmation.
• Organic visitors without refp_id do not create referred conversions.

Integrations

• Stripe or Shopify is connected in the Refport dashboard if you use those payment systems.
• Test-mode payment events appear in Refport before you switch to live traffic.
• Stripe Checkout metadata or Shopify storefront correlation is present where required.
• Refund behavior matches your commission policy.

Embedded portal

• Your server generates embed tokens only for authenticated users.
• Embed tokens are generated per page load or session and are not cached across users.
• The hosted iframe or custom React portal shows the partner referral link.
• Payout, earnings, and conversion data match the Refport dashboard for a test partner.

Partner program

• Commission rules, currency, attribution window, and payout threshold are configured.
• Program branding is visible in the partner-facing portal.
• At least one internal test partner can enroll and copy their link.
• Your support team knows where partners should go for their referral dashboard.

Go live

1. Complete one referral click, lead, sale, and refund test in a non-production payment mode.
2. Repeat the same flow in production with a low-value payment.
3. Invite a small pilot group of partners.
4. Review conversion and commission data before scaling invitations.

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