Getting Started Admin

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Revision as of 17:06, 31 December 2012 by OfferitMegan (talk | contribs) (Payments)

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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

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. Progress is monitored with percents throughout the checklist.

Steps are labeled as follows:

CompleteIncompleteOptional.png

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


Branding

  • Header Logo Added - This is the logo that will appear in the header of your affiliate view. This replaces the "Your logo here" on the affiliate side of Offerit. When you click the edit (Gear.gif) icon, you will be brought to the Edit CSS Colors page. The field to add a new logo is near the bottom of the table.
  • Offerit Nice Name - A short name for your Offerit installation, used in internal emails and displayed on the affiliate side. Fill in the name in the field in the actions column.
  • Offerit Project Name - A short name of your Offerit installation, used in internal templates. Fill in the name in the field in the actions column.
  • CSS Colors Modified - The CSS color settings that are used on the affiliate side. For more information on changing colors, visit the Edit CSS Colors wiki.


Offers

  • Offer Created - This indicates whether an offer has been successfully created. When you click the edit (Gear.gif) icon, you will be brought to the Add a New Offer page.
  • Tracking Domain Configured - This indicates whether a custom tracking domain has been configured. When you click the edit (Gear.gif) icon, you will be brought to the Tracking Domains page.


Emails

  • Default From Email Address - The default From address used in emails. Simply fill in the field in the actions column with the desired address.
  • Default From Address Nice Name - The default From address nice name used for emails. Simply fill in the field in the actions column with the desired address.
  • Default Reply Email Address - The default reply address used for emails. Simply fill in the field in the actions column with the desired address.
  • Default Reply Address Nice Name - The default reply address nice name used for emails. Simply fill in the field in the actions column with the desired address.
  • Owner Email Address - A comma-separated list of email addresses for emails sent to the Network Owner(s). Simply fill in the field in the actions column with the desired address.
  • Default BCC To Address - The default BCC To address used for emails. Simply fill in the field in the actions column with the desired address.


Affiliates and Advertisers

  • Automatic Advertiser Approval - Check the box in the actions column to allow new Advertisers that sign up to be automatically approved. If left unchecked, you will have to review and manually approve new advertisers that sign up.
  • Closed Affiliate Signup - Require new affiliates to fill in a password (set here) in order to sign up. If not set (set to 0), signing up will not require a password.
  • Affiliate Manual Activation - Check the box in the actions column to require affiliate accounts to be manually activated before they may log in.
  • Affiliate Signup Verification - Check the box in the actions column to require affiliates to verify their signup by clicking a verification link via email.

Security

  • Admin IPs - A comma-separated list of the only IP addresses allowed to access the Admin side of Offerit.


Payments

  • Minimum Payouts Configured - This indicates whether the default minimum payouts have been configured. Also on this page, you will want to set up your Payvia Types, or ways you wish to pay your affiliates. 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.
  • Payment Period(s) Configured - This indicates if you have customized your affiliate Payout Periods, or how often an affiliate is paid out.