Difference between revisions of "Payvia Dump Formats"

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{{Offerit Manual
 
{{Offerit Manual
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| show_payments_admin_section = true
 
}}
 
}}
  
[[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.
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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]]
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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 ==
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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]]
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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 ==
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== 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]]
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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.)
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[[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 ===
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[[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]]
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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

Latest revision as of 11:45, 23 August 2012

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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