is this the right way to track partner signups?

i'm trying to connect forum signups to a partner onboarding flow, and i'm not sure if i should do it before approval or after.

The goal is to make sure people who come from one of our partner pages land in the right group and get the right follow-up. Is this the right way to do it, or should i be looking at a different setup?

Comments

  • For business tracking, do the attribution first and the group assignment after approval. That keeps your reporting cleaner because you won't count accounts that never finish onboarding. If you need the handoff to happen automatically, use the user creation flow plus a group assignment step after the account is approved.

  • Thanks, that helps. I was mixing up tracking and access control, which is probably why it felt messy.