Create and Track Sales-Attributed Orders

Overview

gaiia includes a dedicated sales order flow that lets agents create orders directly from within the platform, with automatic attribution to the agent who initiated the checkout. Combined with user-based attribution profiles, your team gets a clear, profile-level view of sales-assisted revenue without manual tagging or workarounds. In this article, we'll be covering how to create orders through the Sales order flow, how to configure attribution profiles with linked users, and how to view user attribution on individual orders and abandoned checkouts.

Note: This feature is currently in beta. To request access, contact support@gaiia.com.

Understand how sales attribution works

When an agent creates an order through the sales order flow, the resulting order or abandoned checkout is automatically attributed to the logged-in gaiia user. Attribution is derived from the authenticated user's identity — not URL parameters — so it persists across page refreshes and browser sessions.

Attribution is assigned to the user who first creates the order. If an agent begins a checkout that is later abandoned and then completed by a different user, the original agent retains attribution.

To track attributed orders at the profile level, you can add gaiia users to an attribution profile. Orders created by listed users are automatically matched to that profile, and the matched user appears in the Matched attribution profiles panel on the order detail view.

Create an order as a sales agent

Grant sales access to a user

The + New order option is visible only to users whose role includes the Orders - Create permission. To grant access, assign that permission to the relevant role.

1. Go to Admin > Roles & Permissions.
2. Open the role you want to update and enable the Orders - Create permission.

Control order visibility for agents

To view orders in gaiia, agents also need the orders.view permission. This can be configured independently of Orders - Create — for example, to allow contracted third-party sales reps to create orders without being able to view order details.

1. Go to Admin > Roles & Permissions.
2. Open the role assigned to the agent.
3. Enable or disable the orders.view permission as needed.

Place an order

1. Sign in to gaiia with a user account that has the Orders - Create permission.
2. Go to the Orders module.
3. Click + New order. Checkout opens in an embedded overlay tied to your gaiia account.
4. Complete the checkout with the customer.
5. Submit. The resulting order — or, if checkout is not completed, the abandoned order — is automatically attributed to your gaiia user.

Configure an attribution profile with linked users

Adding gaiia users to an attribution profile connects every order they create to that profile automatically. This gives you a consistent, aggregated view of sales-assisted orders without relying on URL parameters or manual data entry.

1. Go to Orders > Order attribution.
2. Click Create profile to start a new profile, or click an existing profile to edit it.
3. In the Linked user section, click + Add user and search for the gaiia user you want to add.
4. Select the user. Repeat to add additional users to the same profile.
5. Complete any remaining profile details — attribution name, type, URL parameters, promo codes — then save.

Orders and abandoned orders created by the selected users will be matched to this profile going forward.

Note: The same user can be included in multiple attribution profiles. All matching profiles will appear on the order.

View user attribution on an order

1. Open any order in the Orders module.
2. Locate the Order attribution panel on the right side of the order detail page.
3. Under Matched attribution profiles, review the Linked user field — the matched gaiia user is displayed here alongside other attribution sources such as promo codes and URL parameters.