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Customer experience | Sales, Customer Insights,...
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Tracking Online Referrals from Affiliates

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Posted on by 5

My company sells health insurance products. We’re developing an affiliate programme, so we’re looking for a way to track referrals from our affiliates—from the affiliate website to our sites, onto our lead gen tool, and into our CRM.

Here are some more details:

  • Our lead gen tool sits on a subdomain (app.domain.com)
  • Our CRM is Dynamics 365
  • We built our lead gen tool in Power Apps, which means we cannot host additional landing pages on app.domain.com

Can anyone recommend a third-party tool that can handle our requirements? Or has anyone tried an in-house setup using GA or cookies?

We were thinking of issuing each affiliate with a URL with special URL parameters. Some custom JS on our website would recognise the parameters and create a cookie. On our lead gen tool, a tracking snippet registers the cookie and passes information about the lead into Google Sheets. We then use Zapier to pass that information into the contact record in Dynamics.

I have the same question (0)
  • Suggested answer
    CU27031110-0 Profile Picture
    6 on at
    I’ve set up similar flows before. They need some maintenance, but they're way cheaper than a full tracking platform. One tip for scaling: find a tool with deep filtering by geo and vertical so you can see how others structure their links. I personally started using the affiliate industry source affcatalog for this it’s become my go to for daily research and finding new opportunities.
  • Suggested answer
    11manish Profile Picture
    722 on at
    Your approach is on the right track, but using Google Sheets and Zapier is not ideal for scalability, reliability, or compliance—especially in the insurance domain.
     
    A better solution is to use a native Power Platform approach. You can provide each affiliate with a unique URL containing parameters (e.g., affiliateId).
     
    When users land on your website, use JavaScript to capture these parameters and store them in a first-party cookie or local storage. Then, pass this information to your Power Apps lead generation app (via query parameters or hidden fields).
     
    Inside Microsoft Power Apps, capture the affiliate data and store it directly in Microsoft Dataverse as part of the lead or contact record. This ensures clean, secure, and real-time tracking within Microsoft Dynamics 365.
     
    You may consider third-party tools like Impact.com or PartnerStack, but they typically require custom integration.
     
    Overall, the recommended approach is:

    Affiliate URL → Website tracking (cookie) → Power Apps → Dataverse → Dynamics 365
     
    This keeps the solution simple, scalable, and compliant.

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