How do I add a discount value retroactively?

Before you start

In most cases, discount values will be automatically transmitted via the discValue parameter. Nevertheless, you might find yourself in a situation in which you need to add a discount values to conversions manually.

Please note that if you are using basket tracking, discount values have to be submitted as a basket position. This means you cannot handle the discount values via the conversion, i.e. change the order value. If you need to add a discount value to one or two conversions, it is recommendable to add the basket position via your admin UI. If you need to add discount values to multiple conversions, it is better to upload them using the export/import section.

If you are not using basket tracking, you can directly subtract the discount value from the order value of a conversion. This can also be done via your admin UI and the export/import tool.

Adding a discount value on basket level

Via the admin UI

Make sure you are logged in to your admin UI, click on ‘finance’ in the main navigation menu and proceed to click on ‘conversion’. You will be taken to the conversion page immediately, where you can find the basket positions. Use the filter tool to find the conversion you want to add a discount value to – for detailed instructions on how to use the filter tool, please read this article. As soon as you’ve found the conversion you were looking for, click on the icon to display the basket content. Below the content, you will find a row with empty basket values.

To add a discount value, filling in these values is basically all you have to do:

Start by giving the position a name, such as ‘discount’.
The ID is irrelevant, but you might want to use this field to register the code of the voucher.
As product category, it is recommendable to select the default category, unless the discount is related to a specific product.
Please note that for basket positions, the gross value is always the result of the product price multiplied by the product quantity. When dealing with vouchers, the product price obviously represents a negative value, which you display by putting a minus sign before the amount, for example -25.00. The quantity will be 1 in most cases.
Finally, you need to adjust the commission, by giving in a value as a fixed or as a percentaged commission.

When you are ready filling out the data related to the discount values, click on the icon on the right. Please note you have to confirm your action by clicking on the ‘save’ button in the right lower corner of the basket panel. If you want to remove the basket position again, just click on the icon.

If you have saved the conversion again, it will look more or less like this:

Uploading discount values

To upload discount values as basket positions, it is recommended you export the relevent basket positions first – for further instructions on how to export basket positions, please read the article on bulk validation. When you have exported the basket positions, identify the basket positions to which you want to add a discount value using, for example, the order ID. When you found the basket positions you need, create an extra row in your file. In the table below, you will find all the headers in your file explained, along with a brief explanation on what to fill in if you want to add a discount value.

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Header name	Explanation	Format	Delimiter	Example	Adding a discount value

Header name	Explanation	Format	Delimiter	Example	Adding a discount value
internal_conversion_ID	An identifying the transaction to which the basket position belongs.	Numeric		4376671	Make sure you copy this ID from an existing basket position.
order_ID	The ID of the order to which the basket position belongs.	Numeric		ORD123456	Make sure you copy this ID from an existing basket position.
conversion_target_ID	TheID of the conversion target of the transaction to which the basket position belongs.	Numeric		TheID of the conversion target of the transaction to which the basket position belongs.	Use the ID of the default conversion target, unless the discount value is connected to a special campaign.
conversion_target_name	The name of the transaction target related to the basket position.	Alphanumeric		Purchase	Use the name of the default conversion target, unless the discount value is connected to a special campaign.
product_basket_index	The rank of the basket position within the basket.	Numeric			This index number is generated by the system, make sure the field is left empty.
product_number	The name of the product as it was transmitted from the advertiser’s shopping system.	Alphanumeric		Socks, pullover, mobile phone	This field can be ignored.
product_ID	The ID of the product coming from the advertiser’s shopping system.	Numeric		6543	This field can be ignored.
product_currency_code	The ISO 4217 currency code in which the values of the transaction were defined.	###		EUR	Make sure you use the currency code used for all the other basket positions.
product_category_ID	The ID of the product category of the basket position.	Numeric		386	Use the ID of the default product category, unless the discount value is connected to a specific product.
product_category_name	The name of the product category of the basket position.	Alphanumeric		default	Use the name of the default product category, unless the discount value is connected to a specific product.
product_price	The of the product in the basket item.	Numeric: #.#	Period	30.00	In this field, the discount value should be added, using a minus sign.
product_quantity	The total number of products ordered for the basket position.	Numeric		1	Make sure this field is always set to 1, because it represents the factor by which the value in the previous field will be multiplied.
product_total_price	The product price multiplied by the number of products ordered for the basket position.	Numeric	Period	150.00	The total price of the product is generated by the system, make sure the field is left empty.
product_commission_fix	The fix value used for the commission calculation.	Numeric: #.#	Period	3.00	If the commission model applied to this transaction is using a fixed commission, add a corresponding negative value in this field.
product_commission_percent	The percentage value used for the commission calculation.	Numeric: #.#	Period	5.00	If the commission model applied to this transaction is using a percentaged commission, make sure the same percentage is filled out in this field.
product_commission_total	The total amount of commission attributed to the basket position.	Numeric: #.#	Period	22.50	The total commission is generated by the system, make sure the field is left empty.
product_fee_fix	If the advertiser is billed by the platform owner, this field will contain the fix value used for the calculation of the fee.	Numeric: #.#	Period	.00	If the fee model applied to this transaction is using a fixed fee, add a corresponding negative value in this field.
product_fee_percent	If the advertiser is billed by the platform owner, this field will contain percentage value used for the calculation of the fee.	Numeric: #.#	Period	3.00	If the fee model applied to this transaction is using a percentaged fee, make sure the same percentage is filled out in this field.
product_fee_total	If the advertiser is billed by the platform owner, this field will contain the fee the advertiser will have to pay for this transaction.	Numeric: #.#	Period	3.00	The total fee is generated by the system, make sure the field is left empty.
product_uniqid	An internal ID of the product in the basket position, related to the import.	Alphanumeric and printable special characters		14x66c23-084f-3784-8084-c74f08536ce6	Make sure you copy this ID from an existing basket position.
product:_checksum	An internal validation code.	Alphanumeric and printable special characters		097df04754f3524930b1f62e8296c845	This field can be ignored.

When you are done adding the basket positions with the relevant discount values, you can upload you file again using the export/import tool. For detailed instructions on uploading basket positions, please follow the instructions in this section of the article on bulk validation.

Adjusting the order value

As was already mentioned above, you can only adjust the order value directly if you do not use basket tracking. When this is not the case, you have to options: adjusting the order value via the UI directly or by exporting your conversions.

To adjust the order value via the UI directly, click on ‘finance’ in the main navigation menu and proceed to click on ‘conversions’. Find the relevant conversion using the order ID – for detailed instructions on the filter tool, please follow the instructions in this article. Once you have found your conversion, click on the icon. If you do so, a panel will appear with the order value (amount) and the commission value. Please make sure that when you adjust the commission value, you select whether the amount is a fixed value or a percentage. When you are done editing, click on ‘save’ in the lower right corner of the panel.

To adjust the order value via the conversion file, just follow the instructions related to conversion in the article on bulk validation. The relevant headers in the conversion file are the ‘conversion_order_value’, the ‘conversion_commission_rate’ and the ‘conversion_commission_type’. For further details, read the comprehensive description of the conversion file.