Step-By-Step Guides

To get a step-by-step guide tailored to your tech stack,

choose the right attribution setup for your tech stack and
select the corresponding tab in the Step-By-Step Guides

Choosing the Right Setup for Your Tech Stack

Your technical setup is unique to your business, and Cello has tailored connection options to meet your specific requirements. This means there's a recommended setup for Cello attribution in your tech stack.

Examine the table below and choose the setup that best fits your needs. Once chosen, follow the detailed, step-by-step instructions provided in the corresponding section beneath the table.

Select Setup	Your onboarding flow & tech stack
Webhook-only Most Used	Ideal for freemium or free trial signups Uses Stripe or Chargebee as a payment gateway A Stripe/Chargebee customer account is created upon signup
Cello API & Webhook Most Used	Ideal for freemium or free trial signups Uses Stripe or Chargebee as a payment gateway A Stripe/Chargebee customer account is created only at checkout (when your customer begins paying)
Cello API-only	Event data on signups, demos, etc. is available in the backend Transaction data is also available in the backend

Step-by-Step Instructions

Webhook only

Cello API & webhook

Cello API only

This step involves storing the ucc (Unique Campaign Code) in a first-party cookie for later retrieval if a referred user doesn't sign up immediately.

You can also use the attribution library to send the UCC to the backend and attach it as a hidden field to forms when the signup form is completed.

Guide: Pre-Signup Attribution

Guide: Attribution Library

Step 2: Generate a coupon code in your Payment Gateway

Create a discount coupon code for referred users within your Payment Gateway.

Guide: Creating coupon codes in your Payment Gateway (ex. Stripe, Chargebee, etc)

Step 3: Ingest the UCC and Product User ID into the Payment Gateway

Configure your system to ingest the ucc (identifies the referrer) and ProductUserId (identifies the new referred user) into the Payment Gateway metadata when the signup form is completed.

You need to account for both scenarios: extracting the UCC from the URL or from the cookie via the getReferral() method of Cello’s attribution library. You can also add the created coupon code directly to the customer in the Payment Gateway at this point.

Guide: Capture Referral Information

Step 4: Link your webhook

Setting up a webhook allows Cello to track your specific attributed transactions and send notifications and rewards to referrers. Be sure to add your Secret from the Payment Gateway in the Cello portal for each environment.

Guide: Stripe Webhook, Chargebee Webhook

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