What this integration can and can’t track
Before you start
You’ll need:- A live Referly program with at least one affiliate to test with. See setting up your program if you haven’t got that far.
- A Pickaxe portal with at least one paid access group set up.
- A Stripe account already connected to Pickaxe, so you can charge for access.
- Admin access to your Pickaxe portal’s settings.
pickaxeproject.com to pickaxe.co and using both “Studio” and “Portal” for the thing you sell access to. The tab names below match their current user manual. If a label has shifted since, you’re looking for the place that holds custom header code and the place that connects Stripe.Add the Referly tracking script to your portal
Unlike some platforms, Pickaxe lets you add your own code to the pages it hosts. That’s what makes this integration so short: the script can live right where your customers actually are. Copy the script from Step 1: Tracking clicks in the instructions window. Your program’s own identifier is already filled in whereYOUR_PROGRAM_ID appears here:
Open your portal
Go to the Design tab
Find the custom code section
Paste the script and save
Where your affiliates should send traffic
The script lives on your portal, so affiliate links should point at your portal.https://your-portal-address/?ref=their-code. Your affiliates get these from their own dashboard, so they don’t need to build them by hand.
Connect Stripe to Referly
Pickaxe takes payment through Stripe, and Stripe is where Referly reads your revenue from. Without this step you’ll see clicks and nothing else. In the instructions window, go to Step 2: Connect Stripe to start tracking sales and referrals and select Connect Stripe. You’ll be sent to Stripe to authorise the connection, then returned to Referly. To check which account Pickaxe uses, open the Access tab in Pickaxe, open the access group you charge for, and look at Monetization and Upgrade, where your Stripe connection is shown. Pickaxe’s own walkthrough is How to set up monetization in Pickaxe Studio with Stripe. Referly also follows whichever Stripe mode your program is set to. If your program is in test mode, live payments won’t be recorded, and the other way round. Worth checking before you test. For more on what Referly reads from Stripe, see the Stripe integration.Test it end to end
Run a real payment through before telling affiliates the integration is live.Grab a real affiliate link
Open it in a private window
Sign up and pay for a plan
Check Referly
Check the amount and currency
How Referly decides who gets the credit
When a visitor lands on your portal through an affiliate link, Referly records the click and stores it in their browser for the length of your cookie window. It also hands that referral to Pickaxe straight away, so Pickaxe has it ready. When the visitor pays, Pickaxe attaches the referral to the Stripe payment it creates. Referly, watching your connected Stripe account, sees the payment arrive with a referral on it and credits the affiliate behind it. Because the customer is now linked to that affiliate in Stripe, every renewal, refund, and cancellation that follows is matched up too. Once someone is credited to an affiliate, that credit stays with them. Later clicks from other affiliates don’t take it over.Limitations to be aware of
- Free sign-ups aren’t recorded. Nothing reaches Referly until a payment is made, so you can’t pay affiliates per lead through this integration.
- The visitor must pay in the browser they clicked in. Clicking on a phone and paying on a laptop won’t match.
- The Stripe account has to be shared. Pickaxe and Referly must be pointed at the same one.
- Usage inside your portal is invisible. Referly sees payments, not which tools people used or how often.
- Plan upgrades appear as payments, not as plan changes, so your reports show the money rather than the movement between tiers.
- Embedded portals need testing. The tested setup is a portal hosted by Pickaxe or on your own custom domain. If you embed yours elsewhere, run the end-to-end test before relying on it.
- Ad blockers and strict privacy settings stop the tracking script for a small share of visitors, as with any affiliate tool.
Troubleshooting
Clicks are counted but no sales ever appear
Clicks are counted but no sales ever appear
Nothing is tracked at all, not even clicks
Nothing is tracked at all, not even clicks
Sales appear but aren't credited to any affiliate
Sales appear but aren't credited to any affiliate
The wrong affiliate got the credit
The wrong affiliate got the credit
Renewals aren't producing commission
Renewals aren't producing commission
I refunded a customer but the commission is still there
I refunded a customer but the commission is still there