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The dashboard embed puts a complete Refer & Earn page inside your own app. Your users see their personal referral link, how it’s performing — clicks, signups, purchases, conversion rate — and the credits or cash they’ve earned, all without leaving your product. You paste one snippet; TrackRev renders and maintains the dashboard.

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Set it up

1

Create a programme with rewards

Create a programme that rewards referrers with credits (e.g. AI credits, free months) or cash commissions. The free / paid tier you pass in the snippet decides which credit amount each user earns.
2

Get a publishable key

In Settings → Developers, create a publishable key (pk_…). It’s browser-safe, and the Developers page shows a ready-made embed snippet.
3

Paste the snippet in your app

Drop the script into your authenticated app, filling in the signed-in user’s id, email and tier:
4

Users see their dashboard

Each user is enrolled automatically on first view and gets their own dashboard — nothing else to build. Theme and accent-color options let it match your brand; see the developer reference for every attribute.

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What your users see

  • Their referral link, ready to copy and share.
  • Performance over a selectable window (7–90 days, default 30): clicks, signups, purchases and conversion rate, with a day-by-day trend.
  • Their rewards: credits earned, delivered and pending, or cash pending and paid out — lifetime totals.
The embed composes with the referral widget: the widget is a lightweight share card for enrolling users and spreading their link, while the dashboard embed is the full analytics view. Use either on its own, or the widget on high-traffic pages and the dashboard on a dedicated “Refer & Earn” page.

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Referrers vs affiliates

TrackRev distinguishes two kinds of partner:
  • Affiliates join through your public partner join page and earn cash commissions — that’s the only mode a join-page partner has.
  • Referrers are your own users, enrolled through the widget or dashboard embed, earning credits.
The dashboard embed can bridge the two: let your credit-earning users upgrade to affiliate in-product, without ever visiting the join page or leaving your app. To enable it, open your campaign in Affiliates → Program and turn on Allow customers to become affiliates (in the credit-rewards section — the option only applies to credit campaigns; cash campaigns already pay cash, so no toggle is shown). Turning it on reveals the affiliate commission fields: set the percent of sale (or flat amount per sale) that switched affiliates earn. Once saved, users see a choice inside the embed: keep earning credits, or switch to cash. What changes for a user who switches:
  • Their future conversions earn cash at the affiliate commission you set instead of credits — everything they’ve already earned in credits is kept.
  • They get an embedded portal view: cash balance, recent commissions, payout-method setup and payout history.
  • Payouts run through your normal payout flow, and your program’s minimum payout threshold applies.
  • The switch is reversible — they can go back to earning credits at any time.
Only render the snippet to the signed-in user it belongs to — TrackRev trusts the user identity your page provides, under your API key, and in affiliate mode that includes the payout email the user sets. Details in the developer reference.