Instances

Understand how we manage Instances

What is an Instance?

Instances are like invisible helpers that remember who users and what they’re doing on your sites. They keep track shopping journey without users noticing, making everything feel personal and smooth. Think of an instances as a digital notebook that followers a customer from generating links, landing, browsing and buying.

Why are they important?

Why are instances important? They connect user actions to rewards and campaigns, helping you, the partner understand your Insiders and customers better while things secure and efficient.

  • Marketing Teams: See how campaigns perform in real-time, (ex. which campaigns perform the best ).

  • Finance Teams: Track reward eligibilities accurately ensuring payouts match actual behaviours.

  • Developers: Easy accessible APIs to manage user states server-side without complex code.

Instances start automatically can be upgrades as users sign-in or sign-up

Team

Benefit

Example

Marketing

Track user journeys

See how many browsers become buyers in a campaign.

Finance

Accurate auditing

Instances log actions for reward calculations.

Developers

Auto-management

Instance extend via APIs without manual coding.

How it Works?

Instances begin either from our app, the /share endpoint or when they visit your site and last until they leave or log out. Cashin handles everything automatically: creating, updating and cleaning instance. They are three types: anonymous (for anonymous browsing), signup (post registration) and authenticated (after login) making sure the data flows securely.

  • Example: A shopper browses anonymously, (temporary instance tracks interests). They signup, and it upgrades seamlessly to authenticate for rewards.

  • Endpoint: /partner/v1/instance/validate to check status

How Instances connect to Ground Truth

"Ground Truth" means the real, verified facts about a user and the basis on many of our core features, like their identity, instance journey or past buys. Instance links to this by starting anonymously and upgrading with login or signup info, pulling in verified data from CashIn's secure database. This creates a reliable picture without guessing.

  • Example: A instance starts with basic browsing data (ground truth: anonymous). After sign-in, it connects to purchase history (ground truth: verified user).

  • For Finance: Ensures rewards are based on real, auditable actions.

How Instances connect to Campaigns

We track campaigns in multiple ways, such as through the Cashin Magic links, (businessurl/user-code/campaign-slug) or through instances. For example, if a user clicks a shared deal, the instances links them to that campaign for rewards.

For example, Instances spots a referral code in the URL, determines the user (via login or anonymously), and applies the right campaign discount. If a campaign-slug isn’t identified, then we the code provided by the user to find the most optimized reward that suits their order.

Teams

Benefits

Example

Marketing

Precise targeting

Instances match users to campaigns for personalized promos and tracks their behaviour.

Finance

Reward accuracy

Only qualified users (per instance data) get payouts.

Developers

Simple Linking

Pass instance ID to APIs for auto-matching and authenticating.