Getting Started Admin - Revision history

OfferitJames at 21:12, 30 January 2013

2013-01-30T21:12:17Z

OfferitMegan: /* Branding */

2013-01-18T20:10:43Z

‎Branding

OfferitMegan: /* Offers */

2013-01-18T20:10:28Z

‎Offers

OfferitMegan: /* Payments */

2013-01-18T20:09:32Z

‎Payments

OfferitMegan: /* Payments */

2013-01-18T19:55:41Z

‎Payments

OfferitMegan: /* Getting Started Checklist */

2013-01-18T19:48:29Z

‎Getting Started Checklist

OfferitMegan: /* Security */

2013-01-18T19:44:49Z

‎Security

OfferitMegan: /* Security */

2013-01-18T19:44:39Z

‎Security

OfferitMegan: /* Affiliates and Advertisers */

2013-01-18T19:40:49Z

‎Affiliates and Advertisers

OfferitMegan: /* Affiliates and Advertisers */

2013-01-18T19:39:18Z

‎Affiliates and Advertisers

@@ Line 2: / Line 2: @@
 | show_setup_section = true
 }}
 This admin will guide you through the most important areas of Offerit, allowing you to set up and start promoting offers as quickly and easily as possible.

@@ Line 28: / Line 28: @@
 === Branding ===
 *'''Choose your logo''' - This is the logo that will appear in the header of your affiliate view.  This replaces the "Your logo here" in the top right corner of every page in the affiliate side of Offerit. Simply upload a file or enter a URL to grab a picture from. You can also visit the [[Edit_CSS_Colors#Header_Logo_Upload|Edit CSS Colors]] page to change this setting.
@@ Line 39: / Line 40: @@
 *'''Change your color scheme''' - These are the color settings that are used on the affiliate side. This link will take you to the [[Edit CSS Colors]] page, where we have picked out the main colors for you to change. When you click on a color setting, you will see a color wheel you can interact with to select the exact color you would like to use.
 **'''NOTE:''' The color changes will not be visible until you re-log into Offerit.
 === Offers ===

@@ Line 42: / Line 42: @@
 === Offers ===
 *'''Set up your Custom Domains''' - A custom domain can be used to track your offers as well as apply your brand to tracking links. For example, if you own the domain ''demo.com'', you could set up to use ''track.demo.com'' to track your offers. When adding a custom tracking domain, you need to point this domain at the Offerit servers. Visit our [[Tracking Domain]] wiki for more information. Secure custom domains (https) can also be used, however, additional set up is required. Please [http://support.offerit.com submit a ticket] and our staff will help you add them to your network.
 *'''Offer Created''' - This indicates whether an offer has been successfully created.  When you click the link on the right, you will be brought to the [[Offer Setup|Add a New Offer]] page.
 === Emails ===

@@ Line 73: / Line 73: @@
 If you are paying commissions for your offers, the Payments admin will create payment dumps to help you with paying out your affiliates. At the start of a new period, a payment dump will be created based on the affiliate commissions for the previous period.
-*'''Configure Affiliate Payment Periods''' - The default payment periods for your affiliates are the 1st to the 15th of every month and the 16th to the end of the month. This is represented in the Payments Admin as (1, 16). Each number is a day of the month that represents the start of a new period in that month. The Payments Admin describes more ways you can control when your affiliates are paid. The options you configure will be available on the Affiliate Signup page, and available for your affiliates to swap between on their [[Offerit Affiliate Defaults|Account Settings]] page.
+*'''Configure Affiliate Payment Periods''' - [[Payout Periods]] are the amount of time between affiliate payouts. The default payment periods for your affiliates are the 1st to the 15th of every month and the 16th to the end of the month.
-*'''Payment Period(s) Configured''' - This indicates if you have customized your affiliate [[Payout Periods]], or how often an affiliate is paid out.
+*'''Configure your Minimum Affiliate Payouts.''' - Affiliates can select the minimum amount they wish to be paid when payment dumps are created. This will allow affiliates with a varying number of traffic or conversions to change the frequency they receive payments. For each payment method, or [[Payvia Types|Payvia Type]], you can configure the minimum payouts available to affiliates by clicking on the pencil icon next to the payment method in the Payments Admin. The options you configure will be available on the Affiliate Signup page, and available for your affiliates to swap between on their [[Offerit Affiliate Defaults|Account Settings]] page.

@@ Line 71: / Line 71: @@
 === Payments ===
-*'''Minimum Payouts Configured''' - This indicates whether the default minimum payouts have been configured. Also on this page, you will want to set up your [[Payvia Types]], or ways you wish to pay your affiliates. The options you configure will be available on the Affiliate Signup page, and available for your affiliates to swap between on their [[Offerit Affiliate Defaults|Account Settings]] page.
+*'''Configure Affiliate Payment Periods''' - The default payment periods for your affiliates are the 1st to the 15th of every month and the 16th to the end of the month. This is represented in the Payments Admin as (1, 16). Each number is a day of the month that represents the start of a new period in that month. The Payments Admin describes more ways you can control when your affiliates are paid. The options you configure will be available on the Affiliate Signup page, and available for your affiliates to swap between on their [[Offerit Affiliate Defaults|Account Settings]] page.
 *'''Payment Period(s) Configured''' - This indicates if you have customized your affiliate [[Payout Periods]], or how often an affiliate is paid out.

@@ Line 25: / Line 25: @@
 Progress is monitored with percents throughout the checklist. Use the "Save Changes" button at the bottom of the checklist when you have made new changes. When you have completely finished, clicking the "'''I'm Finished Getting Started'''" button will leave the checklist and remove the ''Getting Started'' link from the top of the page. If you would like to put the link back on the top of the page, you can turn it back on with a setting in the [[Configuration Admin]].
 === Branding ===
@@ Line 38: / Line 39: @@
 *'''Change your color scheme''' - These are the color settings that are used on the affiliate side. This link will take you to the [[Edit CSS Colors]] page, where we have picked out the main colors for you to change. When you click on a color setting, you will see a color wheel you can interact with to select the exact color you would like to use.
 **'''NOTE:''' The color changes will not be visible until you re-log into Offerit.
 === Offers ===
@@ Line 43: / Line 45: @@
 *'''Set up your Custom Domains''' - A custom domain can be used to track your offers as well as apply your brand to tracking links. For example, if you own the domain ''demo.com'', you could set up to use ''track.demo.com'' to track your offers. When adding a custom tracking domain, you need to point this domain at the Offerit servers. Visit our [[Tracking Domain]] wiki for more information. Secure custom domains (https) can also be used, however, additional set up is required. Please [http://support.offerit.com submit a ticket] and our staff will help you add them to your network.
 *'''Offer Created''' - This indicates whether an offer has been successfully created.  When you click the link on the right, you will be brought to the [[Offer Setup|Add a New Offer]] page.
 === Emails ===
@@ Line 50: / Line 53: @@
 *'''Network Email''' - This is the email address from which all network emails will be sent. To set this, fill in your network email address in the left field and the display name for this address in the right field.
 *'''Network Reply Email''' - This is the email address that will be set as the reply-to address when an email recipient replies to a network email. Fill in your reply-to email address in the left field and the display name for this address in the right field.
 === Affiliates and Advertisers ===
@@ Line 58: / Line 62: @@
 *'''Do you want to require admins to review affiliate accounts after they sign up?''' - By default, affiliates will be marked as approved when they sign up to your network. If you select yes, affiliates will be marked as pending and an admin will have to manually approve the affiliate from the [[Affiliates Admin]] before they may log in.
 *'''Do you want advertisers that sign up to be automatically approved?''' - By default, advertisers will be marked as pending when they sign up to your network. Before they may log in, an admin must mark them as approved in the [[Advertisers Admin]]. If you select yes, advertiser accounts will not need to be reviewed by an admin after they sign up.
 === Security ===
@@ Line 63: / Line 68: @@
 *'''Do you want to restrict which IP addresses can access your network admin pages?''' - If you click yes, you can enter either a single IP address or a list of IP addresses (separated by commas) that are allowed to access admin pages. If no, then all IP addresses will be allowed.
 === Payments ===

@@ Line 62: / Line 62: @@
 Protecting who may visit your admin pages is an important step to ensure that your network is secure.
-*'''Do you want to restrict which IP addresses can access your network admin pages?'' - If you click yes, you can enter either a single IP address or a list of IP addresses (separated by commas) that are allowed to access admin pages. If no, then all IP addresses will be allowed.
+*'''Do you want to restrict which IP addresses can access your network admin pages?''' - If you click yes, you can enter either a single IP address or a list of IP addresses (separated by commas) that are allowed to access admin pages. If no, then all IP addresses will be allowed.
 === Payments ===

@@ Line 55: / Line 55: @@
 *'''Do you want your network to be a closed network?''' - If yes, new affiliates must fill in a password in order to sign up to your network. If no, signing up will not require a password.
-*'''Do you want to send verification emails to affiliates when they sign up?''' If yes, affiliates will have to click a verification link sent to their email address. This will ensure that affiliates enter a valid, working email address when they sign up. Offerit already has a verification email set up, but if you'd like to alter it, you can do so in the [[Configuration Admin]].
+*'''Do you want to send verification emails to affiliates when they sign up?''' - If yes, affiliates will have to click a verification link sent to their email address. This will ensure that affiliates enter a valid, working email address when they sign up. Offerit already has a verification email set up, but if you'd like to alter it, you can do so in the [[Configuration Admin]].
-*Do you want to require admins to review affiliate accounts after they sign up?
+*'''Do you want to require admins to review affiliate accounts after they sign up?''' - By default, affiliates will be marked as approved when they sign up to your network. If you select yes, affiliates will be marked as pending and an admin will have to manually approve the affiliate from the [[Affiliates Admin]] before they may log in.
-By default, affiliates will be marked as approved when they sign up to your network. If you select yes, affiliates will be marked as pending and an admin will have to manually approve the affiliate from the [[Affiliates Admin]] before they may log in.
+*'''Do you want advertisers that sign up to be automatically approved?''' - By default, advertisers will be marked as pending when they sign up to your network. Before they may log in, an admin must mark them as approved in the [[Advertisers Admin]]. If you select yes, advertiser accounts will not need to be reviewed by an admin after they sign up.
 === Security ===

@@ Line 52: / Line 52: @@
 === Affiliates and Advertisers ===
-*'''Automatic Advertiser Approval''' - Check the box in the actions column to allow new Advertisers that sign up to be automatically approved. If left unchecked, you will have to review and manually approve new advertisers that sign up.
+As a network admin, you may want to restrict who can sign up to your network. We have provided you with a list of settings that let you control how your affiliates and advertisers will sign up and create accounts in your network.
 === Security ===