Tracking Bulk Account Creation

Quick Answer

Enterprise bulk account creation requires special tracking coordination. Email [email protected] BEFORE referring any enterprise client to ensure all accounts created through templates or bulk processes are properly attributed to you for the full 30% commission.

Overview

When enterprises create multiple accounts through Heritage Web's bulk listing service, standard cookie tracking doesn't work since accounts are created by Heritage Web staff using templates. Pre-coordination ensures you receive credit for every account and all associated revenue within the 12-month window.

The Bulk Creation Process

How Enterprises Create Multiple Accounts

Standard Individual Process:

Each professional clicks your affiliate link
Creates their own account
Cookie tracking captures attribution
You earn commission automatically

Enterprise Bulk Process:

Organization provides Excel template with all professionals
Heritage Web staff creates accounts in bulk
NO cookie tracking possible
Manual attribution required
You earn commission ONLY with pre-coordination

Why Pre-Contact is Critical

Without pre-contact:

No automatic attribution for template-created accounts
Lost commission on potentially hundreds of accounts
No way to claim attribution after creation
Missed opportunity worth thousands in commission

With pre-contact:

All bulk accounts attributed to you
Full commission on every professional
Tracking confirmed before creation
Protected commission for 12 months

Step-by-Step Tracking Process

Step 1: Initial Enterprise Contact

Identify enterprise opportunity
Have preliminary discussion with client
Confirm their interest in Heritage Web
Note approximate number of accounts needed

Step 2: Email Affiliate Team (REQUIRED)

Send email to [email protected] with:

Enterprise organization name
Contact person and role
Estimated number of professionals
Expected timeline for setup
Your affiliate ID or email

Email Template:

Subject: Enterprise Referral - [Company Name] - Pre-Attribution Request Hi Affiliate Team, I'm about to refer [Company Name] with approximately [X] professionals who need Heritage Web listings. Organization: [Full Legal Name] Contact: [Name and Title] Estimated Accounts: [Number] Timeline: [Expected setup date] My Affiliate ID: [Your ID] Please confirm attribution tracking before I make the introduction. Thank you, [Your Name]

Step 3: Wait for Confirmation

Affiliate team responds within 1-2 business days
Receive confirmation of tracking setup
Get any special instructions
Proceed with introduction only after confirmation

Step 4: Make the Introduction

Connect enterprise with Heritage Web sales team
CC [email protected] on introduction
Reference your pre-attribution confirmation
Let Heritage Web handle the sales process

Step 5: Monitor Account Creation

Heritage Web creates accounts via template
All accounts show in your Affiliate Portal
Commission calculates as accounts are created
Track bulk creation progress in your dashboard

Tracking Multiple Phases

Staggered Account Creation

Enterprises often create accounts in phases:

Phase 1 (Month 1): 10 senior attorneys

Setup fee: $1,000
Sponsors: $2,400
Your commission: $1,020

Phase 2 (Month 3): 15 additional attorneys

Additional sponsors: $3,600
Your commission: $1,080

Phase 3 (Month 6): 25 support staff profiles

Additional sponsors: $6,000
Your commission: $1,800

Important: All phases count if within 12-month window from initial account creation.

Department-by-Department Rollout

Large organizations may implement by department:

Marketing creates listings first
Sales team follows
Operations adds later
Each department's accounts attributed to you
Commission on all spending within 12 months

Verification & Reporting

Confirming Attribution

Check Affiliate Portal after bulk creation
Look for new referrals matching enterprise name
Verify account count matches expectation
Contact [email protected] if discrepancies

Tracking Commission by Enterprise

Use unique UTM parameters for each enterprise
Create custom campaign names
Monitor collective spending patterns
Export data for your own analysis

Important Notes

30-Day Retroactive Window: If you forgot to pre-contact, you have 30 days from account creation to claim attribution with client confirmation, but pre-contact is always preferred.

Template Creation Only: This process applies only to bulk template creation. If professionals create their own accounts individually, standard cookie tracking works fine.

All Revenue Counts: Once attributed, you earn 30% on everything: bulk fees, sponsors, lead purchases, pro bono subscriptions, and custom solutions.

FAQs

Q: What if the enterprise creates more accounts than originally estimated? A: All accounts created as part of the enterprise relationship are attributed to you, regardless of the final number, as long as you pre-coordinated.

Q: Can I track different departments separately? A: Yes, request separate campaign tracking for each department when you email [email protected]. This helps you analyze performance by division.

Q: What if some employees create accounts individually? A: Send them your standard affiliate link. The combination of manual attribution (bulk) and cookie tracking (individual) ensures complete coverage.

Q: How long does manual attribution take? A: Usually 3-5 business days after accounts are created. Commission appears in your dashboard once attribution is complete.