Difference between revisions of "Getting Started Admin"

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'''''If you have disabled the Getting Started Page, you can reenable it by unchecking "Hide Getting Started Link" in the Display section of the [[Configuration Admin]].'''''
  
 
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.
 
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.
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=== Branding ===
 
=== Branding ===
 +
There are a few quick changes you can make to brand your Network. We've made it very easy to change your color scheme and logo to give your network the look and feel you want.
  
 
*'''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.
 
*'''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.
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*'''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.  
 
*'''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.
 
**'''NOTE:''' The color changes will not be visible until you re-log into Offerit.
 
  
 
=== Offers ===
 
=== Offers ===
 +
To start sending traffic through your network, you will need to set up your Offers. Below we have provided you with links to pages that will show you how to configure your first offer and your tracking links.
  
 
*'''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.
 
*'''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.
 
*'''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 ===
 
=== Emails ===
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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.
 
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.
 +
 
  
  

Latest revision as of 16:12, 30 January 2013

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

If you have disabled the Getting Started Page, you can reenable it by unchecking "Hide Getting Started Link" in the Display section of the Configuration Admin.

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. You can find this admin from the options in the top right of every Offerit Admin page:

GettingStartedHighlight.png

You will be brought to the admin, initially at the 'checklist' tab.

GettingStartedAdmin.png

Getting Started Checklist

The Checklist will let you know what steps you have completed or have yet to complete in setting up your Affiliate Network.

Steps are labeled as follows:

CompleteIncompleteOptional.png

  • Complete - These steps or settings have already been finished or updated.
  • Incomplete - These are items that are required for affiliates to start promoting your offers, or settings we strongly recommend you change.
  • Optional - These steps do not have to be changed or edited, but you may want to consider them before going live with Offerit.

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

There are a few quick changes you can make to brand your Network. We've made it very easy to change your color scheme and logo to give your network the look and feel you want.

  • 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 page to change this setting.
    • YourLogoHere.png
    • NOTE: Logo changes will not be visible until you re-log into Offerit.
  • Choose your Network Name - This is the name of your network, displayed throughout admin and affiliate pages. Here are some examples of where your Network Name is used throughout Offerit:
    • Affiliate Dashboard:
      DashboardNetworkName.png
    • Admin side header:
      AdminNetworkName.png
    • Affiliate Signup page:
      SignupNetworkName.png
  • 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

To start sending traffic through your network, you will need to set up your Offers. Below we have provided you with links to pages that will show you how to configure your first offer and your tracking links.

  • 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 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 Add a New Offer page.

Emails

Below are settings used when your network sends out emails. These general settings are sufficient, but if you'd like, you may set more specific settings in the Configuration Admin.

  • Primary Network Email Address - Certain events may prompt your network to send an email to network email accounts. For instance, you can enable a setting to send an email whenever a conversion is reported or when an affiliate signs up to your network. This field can be a single address or, if you want network emails to be sent to multiple email accounts, a list of addresses (separated by commas).
  • 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

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.

  • 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 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

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.


Payments

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 - 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.
  • 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 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 Account Settings page.





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 "Complete Getting Started" button will leave the checklist and remove the Getting Started link from the top of the page.

PercentCompleted.png