
Magento 2 referral module
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£500(approx. $676)
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Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
We are in need of a standalone module that can perform the following functions
- record a selection of UTM parameters passed to visits on a dedicated page ( /landingpage?mc=GB111&v=1a&utm_campaign=xxxx&utm_source=yyy
- the parameters will be limited in number and they will be provided
- if a visitor landing on this page creates an account, these paramters should be saved against the customer as customer attributes
- if a visitor landing on this page places a guest order, these parameters should be saved against the order as order attributes
- if a visitor places an order and creates an account ... these values should be saved against both.
- visitors and visits to be saved in a custom database table that includes references to customer ID/ Order ID
- at checkout success page, if the user /session is detected as a referral, 3 "contact consent " values should be presented ( these would be hidden for non referral users) while for normal users the "newsletter" subscription should be hidden
- these are "Phone calls", "Text Message", "Email Marketing" and they should be saved in the above mentioned table
- these marketing values should NOT be treated as "subscriptions"
Data & Reporting
- Data export should be automated on a daily basis and transmitted via FTP . Additionally, data exports should be available as a manual export filtered by:
- Date
- Email
- Consent (so we can identify referrals that haven’t consented for any of the 3 levels)
Customers creating an account from this referral should be saved as a specific customer group ( if possible)
Reporting is required - reports should contain
Sales Data
- Unique Order ID
- Sales Order Data & Time
- Total Order Value (plus any subtotals that make up this total)
- Discount Value
- Product Type ( TBC)
- Customer Post Code
- Customer accepted the above 3 marketing permissions ( Y/N )
- Source - from utm
- Medium - from utm
- Campaign - from utm
- Media Code - mc parameter
Customer Data
If marketing consent is given, a customer data file will be required (CSV) to be included. These fields will included only if the relevant permission is given based on below table
Transactional ID / Order Number - n/a
Customer Title - n/a
Customer First Name - n/a
Customer Last Name
House No.
1st Line Address
2nd Line Address
Town / City
Region
Post Code
Customer Email Address
Customer Phone Number
Consent granted (Phone Call / Text Message / Email Address)
Timestamp captured for each consent confirmation
IP Address consent session
Value
- record a selection of UTM parameters passed to visits on a dedicated page ( /landingpage?mc=GB111&v=1a&utm_campaign=xxxx&utm_source=yyy
- the parameters will be limited in number and they will be provided
- if a visitor landing on this page creates an account, these paramters should be saved against the customer as customer attributes
- if a visitor landing on this page places a guest order, these parameters should be saved against the order as order attributes
- if a visitor places an order and creates an account ... these values should be saved against both.
- visitors and visits to be saved in a custom database table that includes references to customer ID/ Order ID
- at checkout success page, if the user /session is detected as a referral, 3 "contact consent " values should be presented ( these would be hidden for non referral users) while for normal users the "newsletter" subscription should be hidden
- these are "Phone calls", "Text Message", "Email Marketing" and they should be saved in the above mentioned table
- these marketing values should NOT be treated as "subscriptions"
Data & Reporting
- Data export should be automated on a daily basis and transmitted via FTP . Additionally, data exports should be available as a manual export filtered by:
- Date
- Consent (so we can identify referrals that haven’t consented for any of the 3 levels)
Customers creating an account from this referral should be saved as a specific customer group ( if possible)
Reporting is required - reports should contain
Sales Data
- Unique Order ID
- Sales Order Data & Time
- Total Order Value (plus any subtotals that make up this total)
- Discount Value
- Product Type ( TBC)
- Customer Post Code
- Customer accepted the above 3 marketing permissions ( Y/N )
- Source - from utm
- Medium - from utm
- Campaign - from utm
- Media Code - mc parameter
Customer Data
If marketing consent is given, a customer data file will be required (CSV) to be included. These fields will included only if the relevant permission is given based on below table
Transactional ID / Order Number - n/a
Customer Title - n/a
Customer First Name - n/a
Customer Last Name
House No.
1st Line Address
2nd Line Address
Town / City
Region
Post Code
Customer Email Address
Customer Phone Number
Consent granted (Phone Call / Text Message / Email Address)
Timestamp captured for each consent confirmation
IP Address consent session
Value
Daniel C.
100% (12)Projects Completed
13
Freelancers worked with
9
Projects awarded
69%
Last project
5 Mar 2025
United Kingdom
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