Title
Create new category
Edit page index title
Edit category
Edit link
Step-By-Step Guides
To get a step-by-step guide tailored to your tech stack,
choose the right attribution setup for your tech stack and
select the corresponding tab in the Step-By-Step Guides
Choosing the Right Setup for Your Tech Stack
Your technical setup is unique to your business, and Cello has tailored connection options to meet your specific requirements. This means there's a recommended setup for Cello attribution in your tech stack.
Examine the table below and choose the setup that best fits your needs. Once chosen, follow the detailed, step-by-step instructions provided in the corresponding section beneath the table.
Select Setup | Your onboarding flow & tech stack |
|---|---|
Webhook-only Most Used |
|
Cello API & Webhook Most Used |
|
Cello API-only |
|
Step-by-Step Instructions
Step 1: Implement the attribution library on your landing page or signup page
This step involves storing the ucc (Unique Campaign Code) in a first-party cookie for later retrieval if a referred user doesn't sign up immediately.
You can also use the attribution library to send the UCC to the backend and attach it as a hidden field to forms when the signup form is completed.
Guide: Pre-Signup Attribution
Guide: Attribution Library
Step 2: Generate a coupon code in your Payment Gateway
Create a discount coupon code for referred users within your Payment Gateway.
Guide: Creating coupon codes in your Payment Gateway (ex. Stripe, Chargebee, etc)
Step 3: Ingest the UCC and Product User ID into the Payment Gateway
Configure your system to ingest the ucc (identifies the referrer) and ProductUserId (identifies the new referred user) into the Payment Gateway metadata when the signup form is completed.
You need to account for both scenarios: extracting the UCC from the URL or from the cookie via the getReferral() method of Cello’s attribution library. You can also add the created coupon code directly to the customer in the Payment Gateway at this point.
Guide: Capture Referral Information
Step 4: Link your webhook
Setting up a webhook allows Cello to track your specific attributed transactions and send notifications and rewards to referrers. Be sure to add your Secret from the Payment Gateway in the Cello portal for each environment.
Guide: Stripe Webhook, Chargebee Webhook
Step 1: Implement the attribution library on your landing page or signup page
This step involves storing the UCC (Unique Campaign Code) in a first-party cookie for later retrieval if a referred user doesn't sign up immediately.
You can also use the attribution library to send the UCC to the backend and attach it as a hidden field to forms when the signup form is completed.
Guide: Pre-Signup Attribution
Guide: Attribution Library
Step 2: Save the UCC to your backend and relay signup events to Cello
Store the UCC in your backend when the user signs up. You can take the ucc from the cookie via getReferral() method of the attribution library.
Guides: Capture Referral Information
Step 3: Send signup events using the Cello API
When a user signs up, you need to save the Unique Campaign Code (UCC) to your backend. You can obtain the UCC from the cookie by invoking the getReferral() method from the attribution library.
Next, inform Cello of the signup event by leveraging Cello’s Generic Event API.
Guide: Cello API
Step 4: Generate a coupon code in your Payment Gateway
Create a discount coupon code for referred users within your Payment Gateway.
Guide: Creating coupon codes in your Payment Gateway (ex. Stripe, Chargebee, etc)
Step 5: Ingest the UCC and the Product User ID into the Payment Gateway
Set up ingestion of the UCC (identifies the referrer) and the Product User ID (identifies the new referred user) into the Payment Gateway metadata from your backend. You can also directly add the created coupon code to customer in the Payment Gateway.
Link for Stripe: Create customer with UCC & product user ID and attach coupon code
Link for Chargebee: Create customer with UCC & product user ID and attach coupon code
Step 6: Link your webhook
Setting up a webhook allows Cello to track your specific attributed transactions and send notifications and rewards to referrers. Be sure to add your Secret from the Payment Gateway in the Cello portal for each environment.
Guide: Stripe Webhook, Chargebee Webhook
Step 1: Implement the attribution library on your landing page or signup page
This step involves storing the UCC (Unique Campaign Code) in a first-party cookie for later retrieval if a referred user doesn't sign up immediately.
You can also use the attribution library to send the UCC to the backend and attach it as a hidden field to forms when the signup form is completed.
Guide: Pre-Signup Attribution
Guide: Attribution Library
Step 2: Save the UCC to your backend and relay signup events to Cello
Store the UCC in your backend when the user signs up. You can take the ucc from the cookie via getReferral() method of the attribution library.
Send Cello the event of the signup via Cello’s Generic Event API.
Guide: Capture Referral Information
Step 3: Generate a coupon code in your Payment Gateway
Create a discount coupon code for referred users within your Payment Gateway.
Guide: Creating coupon codes in your Payment Gateway (ex. Stripe, Chargebee, etc)
Step 4: Dispatch transaction events via the Cello API
Share the transaction details of referred accounts with Cello using Cello's Generic Event API.
Guide: Cello API