Use short links and support-agent tools
AtomicPay supports multiple link types for campaigns, product sharing, support conversations, and upgrade flows. Using the wrong link type is one of the most common causes of campaign attribution gaps and affiliate disputes.
Use this guide when you need a cleaner share URL, when support agents need controlled links, or when an existing buyer should use an upgrade path instead of a first-purchase checkout link.
Link types in AtomicPay
| Link type | Use it when | Reporting note |
|---|---|---|
| Main or custom checkout link | Standard campaign or sales-page traffic | Uses owner or campaign UTMs. |
| Product short link | You want a cleaner share URL while keeping the intended tracking path | Still needs correct offer and checkout validation. |
| Support-agent global short link | A support agent needs a tracked link without owning campaign reporting | Should not overwrite campaign ownership by accident. |
| Affiliate link | An approved partner promotes the product | Partners should not use owner campaign links. |
| Upgrade link | An existing buyer should move to another plan, offer, or product | Not for first-time purchase traffic. |
Before creating a short or support link
- Confirm the product, plan, and offer are active.
- Decide whether the link is for campaign traffic, support, or upgrade.
- Define UTM naming before paid traffic starts.
- Confirm the checkout page is published.
- Review team roles if support agents will create or share links.
Create and use links safely
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Decide the link purpose: campaign, product share, support, or upgrade.
[Screenshot: Link purpose doc — campaign vs support vs upgrade chosen.]
- Open the product, links, or support-agent area that matches the use case.
[Screenshot: Links or support-agent area — correct section for link type.]
- Create the link with the intended UTM values when tracking matters.
[Screenshot: Link creation form — UTMs filled per naming convention.]
- Save or copy the link.
[Screenshot: Link saved — copy button with full URL visible.]
- Open the link as a buyer and confirm the correct product, offer, and checkout appear.
[Screenshot: Live checkout from new link — correct product and price.]
- Complete a test purchase or upgrade path when possible.
[Screenshot: Test purchase or upgrade — path completed successfully.]
- Review Campaigns, Sales, or Financial Overview after the first real uses.
[Screenshot: Campaigns or Sales — first use attributed correctly.]
- Document which link belongs to which team so attribution stays clean.
[Screenshot: Link registry — team, purpose, and URL documented.]
Support-agent link workflow
Support links should be managed so they help the buyer without breaking campaign or affiliate reporting.
| Step | Action |
|---|---|
| Confirm role access | Verify the agent has the right support permissions. |
| Choose link type | Use support links for conversations, not owner campaign launches. |
| Share carefully | Do not replace an affiliate or campaign link mid-investigation without reason. |
| Review sale origin | Inspect the purchase in Sales if attribution is questioned. |
| Escalate disputes | Use affiliate attribution disputes when partner credit is involved. |
What to verify before launch
| Check | Why it matters |
|---|---|
| Link opens the intended offer | Wrong links create refunds and support load. |
| Upgrade links are used only for eligible buyers | First-purchase links should not be reused for upgrades. |
| UTMs do not collide across teams | Prevents campaign attribution gaps. |
| Short links still hit published checkout | Draft checkout issues can confuse testing. |
| Funnels still work | Retest funnel paths tied to the same product. |
Best practices
- Keep owner, affiliate, support, and upgrade links in separate documentation.
- Test every link type before high-traffic launch.
- Give support agents only the access they need. See finance permissions and product access.
- Review Campaigns early in a launch to catch attribution drift.
- Prefer clear UTM conventions over ad hoc link naming.
Common mistakes
- Sending campaign traffic through a support link.
- Giving affiliates an owner campaign link instead of an affiliate tracking link.
- Using a normal checkout link for an upgrade buyer.
- Creating multiple short links with conflicting UTMs for the same campaign.
- Assuming a shorter URL means the underlying offer or checkout changed.
FAQ
What is the difference between a product short link and a support-agent global short link?
Product short links are for cleaner product sharing while keeping the intended checkout path. Support-agent global short links are for support workflows and should be managed so they do not overwrite campaign ownership.
Can support agents create upgrade links?
Only when their role and permissions allow it. Review team access before relying on support-driven upgrade flows.
Where should I check whether a link attributed correctly?
Start with Sales, then use Campaigns or Financial Overview depending on the question.
Do short links replace UTMs?
No. Short links still depend on the underlying checkout link and UTM structure. Use UTM naming conventions for consistency.