ISMS Copilot
Account & billing

PromoteKit Affiliate Tracking & Consent

ISMS Copilot uses PromoteKit to track affiliate referrals. When you visit an affiliate link, you'll see a consent banner asking to enable tracking. Accepting the banner ensures your referral is applied when you upgrade to a paid plan.

Affiliate links use the format https://ismscopilot.promotekit.com/?via=partner-slug. When you click one:

  1. The via parameter (partner slug) is captured and stored temporarily in your browser session.

  2. A consent banner appears at the bottom of the page asking for permission to enable tracking.

  3. If you click "Accept", PromoteKit sets a tracking cookie (promotekit_referral) valid for 60 days.

  4. If you click "No thanks", no tracking occurs and the referral won't be applied.

You must accept the consent banner for the referral to be recorded. Declining or ignoring the banner means the affiliate won't receive credit for your upgrade.

The banner displays: "This affiliate link uses a tracking cookie (60 days)."

You'll see it on authenticated pages (dashboard, chat threads) if you arrived via an affiliate link and haven't made a consent choice. The banner remains until you click "Accept" or "No thanks".

  • Accept: Loads the PromoteKit tracking script and stores a cookie with the affiliate's slug for 60 days.

  • No thanks: Blocks tracking entirely. Your consent choice is saved locally; the banner won't reappear for this affiliate link.

The banner only appears if you're signed in and navigating authenticated routes. If you're not signed in, the referral parameter is captured but the consent banner won't show until you log in.

How Referrals Are Passed to Stripe

When you click "Upgrade" from the top navigation or settings dialog, ISMS Copilot retrieves the stored affiliate slug and includes it in the Stripe Checkout session. Here's the flow:

  1. You click "Upgrade" to start checkout.

  2. The app reads the promotekit_referral cookie or browser variable.

  3. The referral slug is sent to Stripe Checkout as part of the session metadata.

  4. PromoteKit receives the referral data when the transaction completes, crediting the affiliate.

This happens automatically—no action needed beyond accepting the consent banner initially.

Referral data persists for 60 days. If you accept tracking today and upgrade three weeks later, the affiliate still receives credit.

Cookie & Privacy Details

PromoteKit tracking stores the following data in your browser:

  • Cookie (promotekit_referral): Contains only the affiliate's slug. Expires after 60 days.

  • Session storage (ismscopilot_promotekit_via): Temporary storage of the via parameter, cleared when you close the tab.

  • Local storage (ismscopilot_promotekit_consent): Records your consent choice ('accepted' or 'declined'). Persists across sessions.

ISMS Copilot follows GDPR requirements by requiring explicit consent before setting tracking cookies. No affiliate data is used to train AI models or shared beyond PromoteKit and Stripe for transaction attribution.

Verifying a Referral Is Applied

There's no in-app indicator showing an active referral. To confirm tracking is working:

  1. Open your browser's developer tools (F12 or right-click → Inspect).

  2. Go to the Application tab (Chrome/Edge) or Storage tab (Firefox).

  3. Under Cookies, find the domain and check for a promotekit_referral cookie.

  4. The cookie value should match the via parameter from the affiliate link.

If the cookie exists and matches the affiliate slug, the referral will be applied when you upgrade.

Affiliates can verify successful referrals in their PromoteKit dashboard at ismscopilot.promotekit.com after a transaction completes.

Troubleshooting

If your referral isn't applying or checkout fails, check these common issues:

  • You're not signed in: The banner only shows on authenticated routes. Sign in first, then revisit the affiliate link or refresh the page.

  • You already declined: Your previous "No thanks" choice is saved. Clear local storage for the site to reset consent.

  • No via parameter: Ensure the affiliate link includes ?via=partner-slug. Clean URLs (without the parameter) won't trigger tracking.

Referral Not Applied at Checkout

  • Consent declined: If you clicked "No thanks", no cookie is set. Revisit the affiliate link and click "Accept".

  • Cookie expired: The promotekit_referral cookie lasts 60 days. If you waited longer, the referral is lost.

  • Cleared cookies: Browser privacy modes or clearing cookies removes the referral. Revisit the affiliate link.

Checkout Errors

  • "Please sign in to upgrade": You're not authenticated. Sign in and try again.

  • "Failed to start checkout process": Connection issue with Stripe. Refresh the page and retry, or contact support if it persists.

  • "Payment was not completed successfully": Checkout was cancelled or failed. Check your payment method and try again.

If the PromoteKit script fails to load (network issue, ad blocker), tracking won't work. Check browser console for errors, disable ad blockers temporarily, and revisit the affiliate link.

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