
Affiliate platforms: questions to ask before you migrate (SaaS)
A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
Read articleSimple disclosures that reduce risk without killing conversion

Affiliate tracking is usually simple technically (a parameter + a cookie). The part founders forget is the compliance surface: you’re storing an attribution signal that can be considered tracking data.
This page is not legal advice. It’s a practical checklist for what to disclose and where, plus copy/paste language you can hand to counsel for review.
In most SaaS setups, you do not need to store personal data about the affiliate’s visitor to do attribution — but you are still tracking behavior across pages and time.
Use plain language. The goal is clarity: what you store, why, and for how long.
Affiliate/referral tracking: We may use referral parameters and first-party cookies to attribute signups or purchases to an affiliate or referral partner. This helps us measure program performance and calculate commissions. Attribution identifiers may be stored for a limited period (our attribution window) and are not used to sell personal data.
Affiliate/referral tracking: If you arrive via a partner link or coupon, we may store an attribution identifier (e.g., a referral code) in a first-party cookie for up to [X] days. If you create an account or purchase, we associate that attribution identifier with your account/order so we can credit the partner.
If you have EU traffic, talk to counsel about whether affiliate attribution cookies require opt-in consent in your specific setup. Many teams treat them as analytics/marketing cookies and request consent.
It’s a practical starting point, not a legal guarantee. The goal is to make your tracking transparent so a lawyer can validate it quickly.
Tracking attribution in code but never mentioning it in the privacy policy or cookie disclosures. The fix is a short, explicit paragraph like the templates above.
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A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
Read articleA founder-friendly guide to affiliate tracking for SaaS subscriptions: which event earns commission, how to handle trials and plan changes, how recurring commissions work, and the tests that catch broken attribution.
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