Difference between revisions of "Payvia Dump Formats"

From Offerit
Jump to: navigation, search
(Created page with "{{Offerit Manual | show_payments_admin_section = true }} Offerit gives you the option to create your own Pay Via Types for use with compatible payment options. This allo...")
 
 
(31 intermediate revisions by 3 users not shown)
Line 3: Line 3:
 
}}
 
}}
  
[[Offerit]] gives you the option to create your own [[Pay Via Types]] for use with compatible payment options. This allows you to choose different methods of sending [[Ct#Affiliate|affiliate]] [[Ct#Payout|payouts]], as well as the option of configuring PayVia options how you want.
+
This is where you can view/edit the Smarty dump formats used to generate your stored payments.
  
[[File:Payvia_types.PNG|450px|List of PayVia Types]]
+
Every Payvia type will have a dump format associated with it. The dump format is actually just a structured Smarty template that contains a number of Smarty variables. When you go to view a payment dump in the [[Payments Admin]], [[Offerit]] will replace the variables with your affiliate's information.
  
== Creating A PayVia Type ==
+
The variables that you can use in a particular dump format vary depending on the Payvia you are using it with.  
To create a new [[Pay Via Types|PayVia type]], click on the [[Offerit Payments Admin|Payments Admin]] within the [[Offerit Commissions Admin|Commissions Admin]] you will find the . and click the "PayVia Types" tab at the top of the page. On the next page, scroll down to the bottom, enter a name into the "New PayVia Option" text box at the bottom, and click "Add".
 
  
[[File:New_payvia.PNG|450px|Adding a New PayVia Type]]
+
You can click ''Hide Un-Used Dump Formats'' to only show the dump formats currently being used by your Payvia types. To view your dump formats, go to [[Offerit Payments Admin|Payments Admin]] and click the "Dump Formats" tab to view the current available dump formats.
  
You will then be prompted to fill out a set of required fields:
+
[[File:Admin_Pay_Via_Dump_Formats.png|600px|Current Payvia Dumps]]
* '''Pay Via Type'''- The name of your new PayVia type.
 
* '''Description'''- The description of the PayVia type that your affiliates will see.
 
* '''Minimum Payout'''- A comma-separated list of available payout options that affiliates can select from.
 
* '''Cost/Bonus Per Payout'''- Allows you to set a fee to charge affiliates per payout sent, or add a bonus to affiliate payouts. You can set it to zero to disable any costs, set it to positive to charge affiliates, or set it to negative to give affiliates a bonus on each payout.
 
* '''Dump Format'''- Choose an appropriate dump format to use. For more information, please see the [[Creating and Editing PayVia Options and Dump Formats#Pay Via Dump Formats|Pay Via Dump Formats]] section of this article.
 
  
After configuring all available fields, click Save to save your changes.
 
  
== Editing Pay Via Fields ==
+
== Creating New Dump Formats ==
To edit the fields of your new PayVia option, click the "Configure Type" icon under the Actions column. The next page allows you to edit the [[Pay Via Types|PayVia type]]'s structure, as well as available fields. You can add a new field to the structure by filling out a new row and clicking Save.
 
  
[[File:Payvia_fields.PNG|450px|PayVia Fields]]
+
You can create a dump format by typing in the name under "New Dump Format Name".
  
* '''Name''': The name of the field as shown to affiliates (ex: ePassporte ID, user ID, etc.)
+
[[File:NewDumpFormat.png|371px|Current Payvia Dumps]]
* '''Type''': Choose to display a text box or a multiple choice selection
 
* '''Required''': Whether or not the field is a required field (ex: for the ePassporte ID, if it's not required, how would you pay them?)
 
* '''Minimum''': The minimum character length for the field (ex: 1)
 
* '''Maximum''': The maximum character length of the field (ex: 16)
 
* '''Unique''': Prevents multiple affiliates from using the same value for this field
 
* '''Check Function''': Validates input using this function.  Use NONE to disable validation. (ex: alnum_space_check makes sure the input is alphanumeric characters and allows spaces.)
 
  
The four Action icons next to a field let you edit, disable/enable, or change the order the options appear on the affiliate's sign-up form.
+
Once you click "add", you will be given many fields to fill in with information about your new dump format.
  
=== Pay Via Dump Formats ===
+
[[File:Admin_New_Dump_Format.png|450px|Configuring Payvia Dump Formats]]
Dump formats are used to format and display your payment after they've been stored. To view your dump formats, go to [[Offerit Payments Admin|Payments Admin]] and click the "Dump Formats" tab to view the current available dump formats.
 
  
[[File:Payvia_dumps.PNG|450px|Current Pay Via Dumps]]
+
* '''Name''': the name of the dump format.
 
 
You can create a dump format by typing in the name under "New Dump Format". Dump formats have the following sections:
 
 
 
* '''Name''': the name of the dump format
 
 
* '''Dump Header''': What fields are displayed at the top/beginning of a dump.
 
* '''Dump Header''': What fields are displayed at the top/beginning of a dump.
 
* '''Entry Header''': This is displayed before the affiliate's payment.
 
* '''Entry Header''': This is displayed before the affiliate's payment.
Line 50: Line 31:
 
* '''Dump Footer''': This is displayed at the very end of the dump.
 
* '''Dump Footer''': This is displayed at the very end of the dump.
  
[[File:Payvia_dump_format.PNG|450px|Configuring PayVia Dump Formats]]
+
All the fields that you created in the Payvia form are available here, but with different names. Starting with the name you gave the field, the name is:
 
 
All the fields that you created in the PayVia form are available here, but with different names. Starting with the name you gave the field, the name is:
 
  
* prefixed with "$affiliate.payvia."
+
* prefixed with "$affiliate.Payvia."
 
* all spaces are changed to underscores
 
* all spaces are changed to underscores
  
For example, the "User ID" field becomes <tt>{$affiliate.payvia.User_ID}</tt>.
+
For example, the "User ID" field becomes <tt>{$affiliate.Payvia.User_ID}</tt>.
  
 
The easiest way to create your own dump format is to duplicate a similar format and then make the necessary changes. [[Offerit]] currently ships with more than 20 formats, so finding a similar format should be easy.
 
The easiest way to create your own dump format is to duplicate a similar format and then make the necessary changes. [[Offerit]] currently ships with more than 20 formats, so finding a similar format should be easy.
 +
 +
=== Note: ===
 +
 +
You will not be able to edit the default dump formats in this way. With the magnifying glass icon, you can view the fields, but you can not edit them. Ifyou want to edit a default Dump format, simply duplicate the one you wish to change, and edit the duplicate. For a dump format that you have created or duplicated, you can edit these fields at any time with the pencil icon.
  
 
== See Also ==
 
== See Also ==
 
* [[Payment Dump Entry Numbers]] -- Adding entry numbers to your payment dumps
 
* [[Payment Dump Entry Numbers]] -- Adding entry numbers to your payment dumps
 
[[Category:Offerit Payments]]
 

Latest revision as of 11:45, 23 August 2012

Offerit
For Affiliates
Automatic SubIDs
Affiliate Stats Dumps
Linkcode
Link Groups
Affiliate Custom Pixels
Affiliate Host and Post
Offerit Affiliate Area
Affiliate Account Details
Affiliate Account Change Log
Affiliate Creatives
Affiliate Creatives Search
Affiliate Settings
Affiliate Custom Pixels
Affiliate Linkcodes
Affiliate Linkcode Settings
Affiliate Login History
Affiliate Messages
Affiliate Dashboard
Dashboard Key Statistics
Dashboard Statistics Summary
Affiliate Payment History
Quick Links
Affiliate Referrals Report
Affiliate Referring URL Report
Affiliate Remote Login
Affiliate Signup
Affiliate Statistic Filters
Affiliate Statistic Views
Affiliate SubIDs
Offerit Setup
Creating Admin Accounts
Tracking Domain
Edit Affiliate Text
Edit CSS Colors
Getting Started Admin
Offerit Quick-Start Guide
Tracking in Offerit
Pixel Builder
Offerit Postback Examples
Replacement Variables
Currency Exchange Rates

Admin Dashboard
The Admin Dashboard
Reporting Admin
The Reporting Admin
Track and Strack
  Report Breakdowns
Profit and Loss Report
Subscription Report
Transactions Reports
Affiliate Ratios Report
Affiliate Managers Report
Visitor Actions Report
Referral Tier Payouts Report
Referral Signup Payouts Report
Additional Commissions Report
Graphical Affiliate Comparison Report
The Single Day Comparison Report
Actual Affiliate Payments Report
Offers Admin
The Offers Admin
Offers
Offer Setup
Affiliate Referrals
Tracking Domain
Commissions
Commission Changes
Suppression Lists
Pixel Builder
ID Numbers
Offer Partner
Offer/Landing Page Redirection
Setting Rules
Admin Host and Post
Offer Post URLs
Offer Goals
Affiliates Admin
The Affiliates Admin
ID Numbers
Affiliate Managers
Affiliate Referrals
Affiliate Activation
Admin-Only Settings
Affiliate Overrides
Creating Admin Accounts
In-House Accounts
Add Manual Sale
Manual Invoice
Affiliate Documents
Affiliate Enabled Offers
Change Affiliate Status
Account Changes
Advertisers Admin
The Advertisers Admin
Account Changes
Advertiser Invoices
Generate Invoice
Advertiser Approval
Change Advertiser Status
Customers Admin
Customers Admin
Manually Adding a Customer
ID Numbers
Payments Admin
The Payments Admin
Payvia Types
Payout Periods
Payvia Dump Formats
Payment Dump Entry Numbers
Payment Dump Variables
Check Functions
Setting Rules
Payment Methods
Payza
Creatives Admin
The Creatives Admin
Add New Creatives
Add New Creative Type
Offeritcode
Code Builder
Track and Strack
Setting Rules
  Default Creative Types
Creative Types
Image Banners
Flash Banners
Dynamic Text Banners
Feeds
Mailers
Video Download
Video Embed
Page Peels
IM Popups
Footer Ads
Page Ads
Overlays
Communications Admin
The Communications Admin
Add News Item
Sending Messages
Signup Questions
Configuration Admin
The Configuration Admin
Affiliate Signup Postback URL
Edit Affiliate Text
Edit CSS Colors
REST API
General
Offerit REST API Overview
GET /service/ping
PATCH /service/set_currency_exchange_rates
Advertiser
PATCH /advertiser/edit_advertiser
POST /advertiser/add_advertiser
Affiliate
GET /affiliate/get_links
GET /affiliate/get_single_link
GET /affiliate/search
GET /affiliate/decode_trackingcode
PATCH /affiliate/edit_affiliate
PATCH /affiliate/payvia
POST /affiliate/add_affiliate
POST /affiliate/affiliate_login_ips
Config
GET /config/get_global_void_ips
GET /config/get_global_post_ips
GET /config/get_global_hostnpost_ips
POST /config/add_global_void_ip
POST /config/remove_global_void_ip
POST /config/add_global_post_ip
POST /config/remove_global_post_ip
POST /config/add_global_hostnpost_ip
POST /config/remove_global_hostnpost_ip
Creative
GET /creative/get_creatives
GET /creative/get_creative_fields
GET /creative/get_creative_rules
PATCH /creative/delete_creative
PATCH /creative/edit_creative
PATCH /creative/edit_creative_rules
PATCH /creative/undelete_creative
POST /creative/add_creative
POST /creative/add_creative_rule
POST /creative/delete_creative_rules
Customer
PATCH /customer/set_customer_details
PATCH /customer/lock
PATCH /customer/unlock
PATCH /customer/forget
GET /customer/export
Offer
GET /offer/get_conversion_caps
GET /offer/check_orderid_exists
GET /offer/get_commission_changes
GET /offer/get_details
PATCH /offer/activate_offer
PATCH /offer/edit_landing_page
PATCH /offer/edit_offer
PATCH /offer/pause_offer
PATCH /offer/set_commission_change_payouts
PATCH /offer/set_enabled_affiliates
PATCH /offer/set_offer_categories
PATCH /offer/set_offer_countries
PATCH /offer/set_offer_goals
PATCH /offer/set_offer_groups
PATCH /offer/set_offer_marketing_types
PATCH /offer/store_offer_ips
POST /offer/add_commission_change
POST /offer/add_landing_page
POST /offer/add_offer
POST /offer/add_tracking_domain
Reporting
GET /report/profitloss
GET /report/transaction
Transaction
GET /transaction/transaction_payout_preview
PATCH /transaction/transaction_update_revenue_by_orderid
PATCH /transaction/transaction_update_revenue_by_transaction_hash
POST /transaction/process_void
POST /transaction/process_chargeback
POST /transaction/process_reversal
POST /transaction/approve_pending_transaction
GET /transaction/click_detail
SOAP API (*deprecated*)
API
Add Affiliate
Add Affiliate Sale
Add Offer
Approve Transaction
Creative Types
Decode Offeritcode
Deny Transaction
Disable Affiliate Landing Page
Edit Affiliate Sale
Enable Affiliate Landing Page
Get Affiliate Stats
Get Allowed Affiliates
Get Landing Page Details
Get Offer Details
Get Offer List
Get Profit Loss Report
List Affiliate Details
List Affiliate Subaffiliates
Ping
Set Affiliate Status
Set SubAffiliate Status
Set Member Details
Record Affiliate Click
Misc.
Rules
Freeform Date
Affiliate Custom Signup
Offeritcode
Tracking in Offerit
Offerit Logos
Void Conversions Remotely

This is where you can view/edit the Smarty dump formats used to generate your stored payments.

Every Payvia type will have a dump format associated with it. The dump format is actually just a structured Smarty template that contains a number of Smarty variables. When you go to view a payment dump in the Payments Admin, Offerit will replace the variables with your affiliate's information.

The variables that you can use in a particular dump format vary depending on the Payvia you are using it with.

You can click Hide Un-Used Dump Formats to only show the dump formats currently being used by your Payvia types. To view your dump formats, go to Payments Admin and click the "Dump Formats" tab to view the current available dump formats.

Current Payvia Dumps


Creating New Dump Formats

You can create a dump format by typing in the name under "New Dump Format Name".

Current Payvia Dumps

Once you click "add", you will be given many fields to fill in with information about your new dump format.

Configuring Payvia Dump Formats

  • Name: the name of the dump format.
  • Dump Header: What fields are displayed at the top/beginning of a dump.
  • Entry Header: This is displayed before the affiliate's payment.
  • Entry: This is the affiliate's payment data.
  • Entry Footer: This is displayed after the affiliate's payment.
  • Dump Footer: This is displayed at the very end of the dump.

All the fields that you created in the Payvia form are available here, but with different names. Starting with the name you gave the field, the name is:

  • prefixed with "$affiliate.Payvia."
  • all spaces are changed to underscores

For example, the "User ID" field becomes {$affiliate.Payvia.User_ID}.

The easiest way to create your own dump format is to duplicate a similar format and then make the necessary changes. Offerit currently ships with more than 20 formats, so finding a similar format should be easy.

Note:

You will not be able to edit the default dump formats in this way. With the magnifying glass icon, you can view the fields, but you can not edit them. Ifyou want to edit a default Dump format, simply duplicate the one you wish to change, and edit the duplicate. For a dump format that you have created or duplicated, you can edit these fields at any time with the pencil icon.

See Also