Affiliates Admin

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Revision as of 11:55, 3 January 2013 by OfferitMegan (talk | contribs) (Affiliate Action Icons)

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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 Affiliates Admin is a group of features in Offerit that allow you to manage your affiliates, view their statistics, edit their permissions and details, and get other essential information. The trash can icon allows you to delete an affiliate, and you can restore that affiliate using the green arrow icon, which appears only for deleted affiliates.

The Offerit Affiliates Admin

Searching For Affiliates

At the top of the Affiliates Admin main page, you will see an "Affiliate Search" box, which allows you to find specific affiliates by using a variety of search parameters. The Affiliates Admin offers Basic and Advanced search forms. The basic form allows you to search by Username, E-Mail, Affiliate ID, and Status (active, banned, disabled, etc.). The Advanced Search Form offers a wide variety of parameters to search by, allowing you to make more specific search parameters. These categories include:

  • Account Info - Search by basic affiliate information, such as username, e-mail, real name, ICQ, AIM, address, etc.
  • Linked Accounts - Search by referring affiliate, referrer ID, and Affiliate Manager.
  • Payment Details - Search by minimum payment, Payvia type, or Payvia info.
  • Statistics for (period) - Sort statistics by time periods, such as last period, this period, this year, etc. Search by page views, unique visitors, sales, and ratio. You can specify your search by "Less Than" or "At Least".
  • Access Details - Search by last login IP and last login date.
  • Limitations - Only search for specific account type, whether an account is in-house, and choose how many affiliates to display per page.

Offerit Advanced Affiliate Search

You can also get a complete CSV Dump of affiliate data by clicking the "Full CSV Dump" button in the Affiliate Search box at the top of the page. Offerit also offers an "E-mail Dump" feature. This will obtain only dumps of affiliates' e-mail addresses, an additional dump statistic, through the affiliate search table.

The Affiliates Table

The Affiliates Table can be found below the "Affiliate Search" box on the Affiliates Admin main page. This contains information regarding every affiliate you have in your Offerit system, including:

  • Username - Displays the username of the affiliate, and the status of their account (active, disabled, banned)
  • Real Name (Country)/E-Mail - Displays the real name of the affiliate, along with their country and the e-mail address they used to register
  • Joined/Last Login - Displays the time and date the affiliate joined, as well as their last login

The Offerit Affiliates Table

At the bottom of the Affiliates Table, you will find a drop-down menu that allows you to perform batch actions on affiliates. You can perform these batch actions by selecting them with the checkboxes to the left of each affiliate name, and using the available drop-down menu. Through the drop-down menu, you can:

  • Delete - Removes the selected affiliates from list of available affiliates.
  • Restore (Delete) - Restores a deleted affiliate to your "Affiliates" list. This functionality will be added to later versions of Offerit.
  • Remove Affiliate Manager - Removes the selected affiliate(s) from their current Affiliate Manager.
  • Assign Affiliate Manager - Allows you to assign an Affiliate Manager to a chosen affiliate. This action cannot be performed as a batch action.
  • Assign Referrer - Allows you to assign an affiliate as a referrer for another affiliate. This action cannot be performed as a batch action.

Click the Perform Action button to perform your specified action to your selected affiliates.

You can also perform various actions to individual members by using the available Action Icons, detailed below.

Affiliate Action Icons

To the right of each affiliate are several action icons, which allow you to perform certain tasks involving your affiliates.

  • The Affiliate Overview Icon shows the affiliate's account information
  • The Override icon lets you overrides as that affiliate. For more details, please see our Offerit Affiliate Override wiki article.
  • The Edit Affiliate Details icon lets you change the affiliate's account details page. This will override as the specified affiliate.
  • The Affiliate Statistics icon takes you to the affiliate's statistics page. This will override as the specified affiliate.
  • The Affiliate Documents icon lets you upload documents for affiliates. For more information, see the Affiliate Documents section below.
  • The Add Manual Sale icon adds a manual sale. For more details, please see our Add Manual Sale wiki article.
  • The Edit Affiliate Admin Settings icon lets you change several special settings. For more details, see our Offerit Affiliate Admin Settings wiki article.
  • The Change Affiliate Password icon changes the affiliate's password
  • The Change Affiliate Status icon lets you Disable or Ban affiliates. For more information, please see our Change Affiliate Status wiki article.
  • The Change API Key icon changes the API key for the specified affiliate. For more information on API keys, please see our Offerit API wiki article.
  • The Delete Affiliate icon deletes the affiliate's account

Note: Offerit automatically hides icons that can't be used by certain affiliates.

Affiliate Access Permissions

To edit affiliate access permissions, click the icon to the left of their account name. The Account Type drop-down menu on this page has six options ordered from least access to most access:

  • An Affiliate is a standard affiliate.
  • An Affiliate Manager manages affiliates. For more information, see the Affiliate Manager article.
  • An Offer Partner shares offer revenues and gets extra statistics.
  • A Subadmin has limited administrative access
  • A OFFERITLLCAdmin has full administrative access, but can only log in from the IP addresses specified by the OFFERITLLC_ADMIN_IPS configuration option.
  • An Admin has full administrative access. For more information, see the Admin Accounts article

For more information on the Affiliate Access Permissions feature, please see our Offerit Affiliate Access Permissions wiki article.

Affiliate Documents

Offerit lets you upload and send documents to affiliates. To do so, go to the Affiliates Admin, select the affiliate you want, and click the Affiliate Documents icon. Once you are on the Documents page, you can use the field there to upload and send documents to this affiliate-- existing documents will be listed on the page.

Uploading Documents in Offerit

Before you can begin uploading documents for your affiliates, you must first make allowances for file extensions and IPs in the Configuration Admin. Go to the "Security" section of the Configuration Admin and scroll down to the "Document Upload" settings. Here, you will find two configuration settings regarding document uploads:

  • DOCUMENTS_SECURE_EXT - Input which file extensions you wish to allow in a comma-separated list. For example: .doc,.txt,.docx
  • DOCUMENTS_SECURE_IPS - Input which IPs will be allowed to upload documents in a comma-separated list.


Affiliate Admin Settings

Affiliate Admin Settings allows you to customize affiliates beyond the standard settings. Here you can manually mark In-House Accounts, indicate that certain documents have been received, set trust levels, and allow features like manual invoices.

For more information on Affiliate Admin Settings, please see our Offerit Affiliate Admin Settings wiki article.

When you are done further configuring your affiliate, click Save Changes.

Manual Invoices

Offerit allows you to give a one-time credit to an affiliate with a manual invoice. With this option, the affiliate will be paid the additional amount the next time you store payments.

Warning: after you make a manual invoice, you can not remove it; you must pay the affiliate.

To add a manual invoice, you must first enable them in the Affiliates Admin. Find the affiliate you wish to allow manual invoices for, and click the Edit Affiliate Admin Settings icon. Under "Main Settings", enable the Manual Invoices check-box and click Save Changes.

Once you have done this, return to the main Affiliate Admin, find the affiliate again, and click the new Add Manual Invoice icon. Enter the amount to pay the affiliate and click Add Invoice.