What is an attribution window in a referral program?
An attribution window is the period during which an introduction can still earn its referrer credit. It is a contract term, not a browser cookie. At SourceX, credit goes to the first valid referrer whose introduction leads to a verified company application within the window set in the terms.
What is an attribution window?
An attribution window is the period during which a referral can still earn its referrer credit. If the introduced company takes the qualifying step inside that period, the referrer is credited; if it takes the step after the period ends, the referrer normally is not.
In consumer marketing the window is often a browser cookie that lasts a set number of days. In a business referral program it is a contract term, and it can be longer, shorter or tied to a specific event. SourceX's window is set by the published program terms and the partner agreement, so this page explains the concept and does not state a number.
How does it work in a SourceX referral?
Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. Three parts of that sentence carry the weight.
- First valid referrer: if two partners introduce the same company, the earlier valid introduction is the one that counts.
- Verified company application: the company must actually apply, and SourceX must verify that the application is real, not just that someone mentioned the company.
- Within the window: the timing is measured against the period in the terms.
A partner can introduce a company by referral link, which sends the company to the application page with the partner's code attached, or by the referral form. Either way, keep your own dated record of the introduction. A signed agreement or a meeting alone does not decide credit; and a reward is paid only after the buyer pays and SourceX receives its fee.
Illustrative example
Illustrative and fictional. A fractional CFO mentions the program to the owner of a logistics software firm in March and sends the referral link after the owner agrees. The owner takes the link, but gets busy and applies weeks later. Because the application arrives through the link and is verified, the partner's code is attached to it. If a second advisor mentions the program to the same owner afterwards, the earlier valid introduction is the one the rule points to. Whether a given gap is inside the window is answered by the terms, not by the example.
Attribution window vs similar terms
| Term | What it measures | Who sets it | Typical misunderstanding |
|---|---|---|---|
| Attribution window | How long an introduction can earn credit | The program contract | Assuming it is a fixed number across programs |
| Cookie duration | How long a browser stores a tracking code | The affiliate platform | Treating it as the contractual term |
| Protection period | A stretch in which a referred company is reserved for you | The contract | Confusing it with the length of any reward stream |
| Referral credit expiration | When unused credit lapses | Program rules | Confusing it with the window for new introductions |
| Cap | A ceiling on cumulative rewards | The contract | Thinking it is a time limit |
On the last row: rewards are capped at $100,000 cumulative per referred company. That is an amount limit, not a time limit.
Why does the window matter to a partner?
It decides whether your effort is credited, so it is worth knowing before you make an introduction rather than after a dispute. The practical lessons are short.
- Introduce with the owner's permission and keep the date and message. The introduction email builder helps you prepare an owner-approved message.
- Prefer a record that is easy to prove, such as the referral link or the form, over a spoken mention.
- Do not hold an introduction back to pile up several companies. Delay can cost you credit if someone else introduces first.
- Ask the owner to tell you when the application goes in, so you can check it appears in your records.
The partner portal explainer describes what you can normally track, and the audit and reporting rights guide covers asking for evidence when a record looks wrong.
What is not decided by the window
The window concerns credit, not the deal itself. It does not make a company eligible: the baseline is a US company with 50+ full-time employees at peak (contractors excluded), several years of documented operations, rights to license the data, and an authorized sponsor. The employee count guide shows how to check headcount from public signals. It also does not decide payment timing. Rewards are 25% of the eligible platform fees SourceX actually collects, capped at $100,000 cumulative per referred company, and they become payable only after the buyer pays and SourceX receives its fee. No reward is guaranteed.
Reversal of a paid reward is a separate contract topic, covered in referral fee clawbacks. Exclusivity across programs is another, covered in exclusive vs non-exclusive agreements.
Related terms
For the wider picture, see what a referral program is and how SourceX referrals work.
Next step
Read the attribution wording in the program terms, then register as a partner so your introductions are recorded from the start.
- Step 1Share your linkSend your personal link to a company you know.
- Step 2Company appliesThe company applies itself at /apply.
- Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
- Step 4You get your rewardYour share of SourceX fees becomes payable.
Common questions
How long is the SourceX attribution window?
This page does not state a number. The window is set by the published program terms and your partner agreement, so read those for the exact period. What is stated here is the rule: credit goes to the first valid referrer whose introduction leads to a verified company application within that window.
Is an attribution window the same as a cookie window?
No. A cookie window is how long a browser keeps a tracking code, and it is set by the platform. An attribution window in a business referral program is a contract term that governs credit, and it can depend on the introduction record and a verified application rather than a browser.
What if two partners refer the same company?
The rule is first valid referrer. The earlier valid introduction that leads to a verified application inside the window gets the credit. That is why keeping a dated record of your permission-based introduction matters, and why you should not delay an introduction once the owner has agreed.
Does the window extend how long I earn a reward?
No. The window concerns whether your introduction earns credit, not how long rewards run. Rewards are limited by the amount cap per referred company and become payable only after the buyer pays and SourceX receives its fee. Check the terms for how multiple deals are treated.
What can I do if I think my credit is missing?
Check your records first: the date of your introduction, the referral link or form, and what the partner portal shows. Then ask for a written explanation from the program. Your agreement's reporting terms describe what you can request, and a short factual message with dates works best.
Related pages
- Exclusive vs non-exclusive referral agreements: which suits an independent advisor?
- How to find a private company's employee count and its peak headcount
- Referral agreement audit and reporting rights: what a partner can reasonably expect
- Referral fee clawbacks: when a paid reward can be reversed
- How SourceX US company data referrals work
- What is a partner portal, and what can a referral partner see?
Free resources
- Operational data inventory builder — List systems, record types, years held and owners.
- AI readiness assessment — Ten questions, five dimensions, a score out of 100.
- EBITDA calculator — Reported and adjusted EBITDA from net income.
- All free tools · MCP resource center
By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09
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