Run through this list once. Each step links to a detailed article.
1. Create your workspace
Sign up at traaaction.com, then pick a workspace slug. This becomes the root of your partner portal (yourslug.traaaction.com or your own custom domain).
2. Add your Stripe webhook
Traaaction listens for four Stripe events: checkout.session.completed, invoice.paid, charge.refunded, customer.subscription.deleted. Without them, commissions cannot be created or clawed back. See the Developer category.
3. Include tracClickId in checkout metadata
Every Stripe Checkout session must carry tracClickId in its metadata. This is how Traaaction attributes the sale to the partner who drove the click.
4. Create your first mission
Pick a reward type (sale, lead, or recurring) and a reward value (flat or percentage). Set the hold period — defaults are 3 days for leads and 30 days for sales/recurring.
5. Turn on the portal
In Dashboard → Portal, toggle portal_enabled. Optionally add a welcome message and a custom domain via CNAME.
6. Invite partners
Share the portal URL, or embed the iframe snippet provided in the portal settings. Partners sign up with a 6-digit email code and start sharing tracked links.
7. Watch commissions flow
Commissions move through PENDING → PROCEED → COMPLETE. Refunds cascade automatically. Pay out in bulk from the Payouts page.