Difference between revisions of "Offerit Configuration Admin"

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* The '''Postback''' options allow you to further configure postback actions.
 
* The '''Postback''' options allow you to further configure postback actions.
 
* The '''Security''' options configure who can access secure areas of your Offerit commission.  Be careful editing these settings, as you can easily lock yourself out
 
* The '''Security''' options configure who can access secure areas of your Offerit commission.  Be careful editing these settings, as you can easily lock yourself out
* The '''Surfer''' options set tracking options, as well as signup form settings.
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* The '''Visitor''' options set tracking options, as well as signup form settings.
 
<!-- [[File:Config admin sections.png|Available Configuration Admin Sections]] -->
 
<!-- [[File:Config admin sections.png|Available Configuration Admin Sections]] -->
  
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=== Misc ===
 
=== Misc ===
  
* General Settings - Set options that do not fit neatly into the other configuration categories, such as creating popups for severe notifications, automatic logins, limiting the recording of surfer stats, etc.
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* General Settings - Set options that do not fit neatly into the other configuration categories, such as creating popups for severe notifications, automatic logins, limiting the recording of visitor stats, etc.
  
 
=== Notifications ===
 
=== Notifications ===
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* Document Upload - sets restrictions on uploading certain extension types, as well as what IPs can upload documents.
 
* Document Upload - sets restrictions on uploading certain extension types, as well as what IPs can upload documents.
  
=== Surfer ===
+
=== Visitor ===
  
 
* Cookie Settings - Set a cookie hostname, when it expires, and how long to keep cookies.
 
* Cookie Settings - Set a cookie hostname, when it expires, and how long to keep cookies.
 
* Tracking - Choose a method of tracking visitor countries; each country tracking method requires supporting software to make it work.
 
* Tracking - Choose a method of tracking visitor countries; each country tracking method requires supporting software to make it work.
 
* Signup Form - Edit settings applicable to the customer signup form.
 
* Signup Form - Edit settings applicable to the customer signup form.

Revision as of 09:24, 16 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

The Offerit configuration admin works in conjunction with the Offerit configuration file, allowing clients a great deal of flexibility in customizing their Offerit. The configuration file is stored in the Offerit directory on your server as includes/config.php.

The Configuration Admin

Several tabs let you find configuration options:

  • The Project Settings options are the primary Offerit settings. Some options can't be edited; if you need these options changed, please submit a ticket
  • The Affiliates options set affiliate defaults, requirements, postbacks, and other various affiliate settings.
  • The Cronjobs options change how Offerit does scheduled tasks.
  • The Display options set default displays for various areas in Offerit.
  • The Email options tell Offerit when to send emails. Offerit only sends email if you enter a subject in any of the fields.
  • The Fraud options allow you to set a point-based system that records suspicious activity by affiliates.
  • The Logging options change what Offerit logs.
  • The Misc options contain additional settings that do not fit into the other categories.
  • The Notifications options contain settings for ignoring admin notifications.
  • The Postback options allow you to further configure postback actions.
  • The Security options configure who can access secure areas of your Offerit commission. Be careful editing these settings, as you can easily lock yourself out
  • The Visitor options set tracking options, as well as signup form settings.

Configuration Options

The following is a breakdown of categories and sub-categories that you can find your configuration admin settings in.

You'll find the following settings in the Offerit Configuration Admin.

Project Settings

The Configuration Admin's "Project Settings" section contains settings that base settings that apply to your Offerit install. The important settings in this section include:

  • Project - Allows you to configure the name of your Offerit install, as well as domain and time zone.
    • PROJECT_NAME / NICE_NAME - Used on various Offerit templates to print the name of your Offerit. For example: NICE_NAME is used to name the news section on customers.php. You can change these to anything.
    • PROJECT_HOSTNAME - Your commissions's domain. If you change this, you should setup an Apache virtual host for the hold value so that your old links continue to work. Warning: setting this to a bad value will break Offerit.
  • Affiliate Analytics
    • TRACK_AFFILIATE_GOOGLE_ANALYTICS - Turn on if you want to track the affiliate area using Google Analytics software.
    • GOOGLE_ANALYTICS_PROPERTY_ID - If the above option has been turned on, you will need to provide your Web Property ID, or UA number, which has been given to you by Google.
  • Period Configuration - Change how long pay periods are, as well as payout delays and if you automatically store payments.
    • STORE_PAYMENTS_BY_PERIOD - If there are missing historical payments that need to be built, this option will store them as if they were built normally.
    • PAYOUT_AUTOSTORE - Stores payments immediately after they are formed. This prevents you from needing to manually store payments, so you can always see what needs to be paid to your affiliates.

Affiliates

  • Signup - Configure settings that take place when affiliates sign up for your commission.
  • Account Changes - Set whether verification is required when affiliates change their account settings.
  • Payment Settings - Sets requirements and limitations on affiliate payouts.
    • FORCE_PV_MIN - If the affiliate's desired payout is less than your PayVia minimum, Offerit will automatically use the PayVia minimum when storing payments.
    • UPDATE_PV_MIN - If the affiliate's desired payout is less than your PayVia minimum, Offerit will automatically change the affiliate's payout to the PayVia minimum.
    • For the following four settings, your changes will only apply to the settings for new signups on the main display page, creatives page, stats page, and account page. In Offerit version 4.0.74 or greater, there is an option to force this value to overwrite the current value for all affiliates.
      • REQUIRE_PAYOUT_APPROVAL
      • DEFAULT_PAYVIA
      • AFFILIATE_JOIN_PAYMENT
  • Tiers - Include or exclude certain statistics when counting tiered sales.
  • Creatives - Enable or disable creative date limitations.
  • Link Codes - Choose if you want to use a default Commission ID when none is selected.
  • Postbacks - Allow affiliates to receive postbacks regarding customer activity.
  • Custom Flags - Define what you want Flags (found in the Affiliates Admin) to mean.
  • Offer Partner - Choose which transactions pay out to offer partners.

Cronjobs

  • General Settings - Set how long you want to store certain actions, as well as how many times to retry failed postbacks.
  • Standard Cron Runtimes - Set how often you want your crons to run.

Display

  • Template Settings - Choose what messages will be displayed on your pages.
  • Admin Display - Choose what will be displayed in your admin reports.
    • REPORTS_DELETED_PAYOUTS - Displays all deleted payouts in Offerit.
    • REPORTS_DELETED_OFFERS - Displays all deleted offers in Offerit.
  • Stats Settings - Change how manual sales are displayed, as well as global stats for creatives.
  • Creative Settings - Choose if or how you want to limit certain creatives.
  • Error Display - Choose if you want to forgo your custom error page, or who you don't want to display it for.
  • Offerit Help Display - Choose if you want to disable any help boxes or tool tips on the Admin pages.

Emails

  • General settings - Sets preferences for automatically sent emails.
  • For more information, please see our Offerit Email Configuration article.

Fraud

  • Detection Settings - Choose if you want to enable fraud detection and set point values for certain activity.

Logging

  • Global Log Settings - Choose error logs are created, as well as their size.
  • Global Logging - Decide what actions you want to be logged.
  • Tracking Logging - Decide what tracking actions will be logged.

Misc

  • General Settings - Set options that do not fit neatly into the other configuration categories, such as creating popups for severe notifications, automatic logins, limiting the recording of visitor stats, etc.

Notifications

This sections allows you to ignore admin notifications for specific error categories. You can also choose what admin username these notifications are sent to.

Postback

  • Global Postback Settings - Set an alternate response for failed or successful postbacks.
  • Admin Postback - Set a URL and a time delay to post all admin actions.
  • Affiliate Account Postback - Set URLs to post affiliate signups and account changes to. You can also set time delays for these postbacks.
  • Customer Account Postback - Set a time delay for postback URLs that were set in the Offers Admin.

Security

  • Admin IPs - A comma separated list of IPs that are allowed to access the admin area. This is separate from/in addition to the restrictions based on user type.
  • Data Encryption - Choose whether you want to protect certain data by using encryption.
  • Document Upload - sets restrictions on uploading certain extension types, as well as what IPs can upload documents.

Visitor

  • Cookie Settings - Set a cookie hostname, when it expires, and how long to keep cookies.
  • Tracking - Choose a method of tracking visitor countries; each country tracking method requires supporting software to make it work.
  • Signup Form - Edit settings applicable to the customer signup form.