Quick-Start Guide

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Revision as of 14:10, 13 August 2012 by OfferitMegan (talk | contribs) (Commission Details)

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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

Introduction

Offerit is an affiliate tracking solution that allows you to easily track and integrate offers from existing affiliate networks or build a new affiliate network. An offer can be anything from a lead, form, survey, product or service-- anything the commission wants to label as an offer that ends with a confirmation page. The process of an offer starts with a visitor viewing one of your affiliate's web pages. A visitor clicks on an advertisement on an affiliate's page and is directed to a preview page of your offer known as a landing page. If the visitor decides to proceed past the landing page and complete the offer, a confirmation page signifying the offer is complete will be displayed to the visitor. Through the use of a tracking link (used by the affiliate) the source of the traffic is preserved along the way and the completed offer is tracked and credited to the affiliate in Offerit. This works because when the confirmation page is displayed to the visitor a tracking pixel is displayed, which triggers Offerit to create a customer record for that visitor and track the completed offer as a "sale".

Getting Started

Setting up all of the steps in Offerit to start promoting Offers just requires these simple steps:

  1. Set up Offers
  2. Add Creatives
  3. Affiliates set up their linkcodes
  4. Set up conversion tracking on confirmation Page
  5. Pay your affiliates

Set up Offers

You can create new offers by going to the Offers Admin and click "Add Offer" on the left navigation. To navigate to the Offers Admin, you must be logged in with an admin account and click "Offers" in the list of admins that appear in the Administration and Mangement control panel at the bottom of the page. Once created, it will prompt you to enter details about the offer, the default landing page for the offer, and the commission. Required fields are:

  • Offer Name - the name of your offer
  • Shortname- this is used for short name style linkcodes; must be unique to each offer
  • Offer Launch - the date you would like your offers to launch

Once created, you can also edit your offers by clicking on the "Edit Offer Details" icon in the Offers Admin. For more information, please see our Offer & Landing Page Setup page.

Landing Page Details

You will be asked to specify the details of your default landing page when creating an offer. The required fields for creating a landing page are:

  • Landing Page Name - The name of the landing page, displayed to Affiliates.
  • Conversion Type - The conversion tracking type you would like to use for this landing page: Image Pixel, Iframe, or Postback.
  • URL - This is the url for which your landing page is located.
  • Tracking Domain - The domain that is used for your linkcodes and tracking cookies.
  • Landing Page Description - Description of this landing page, visible to affiliates.
  • Short Landing Page Description - A shorter description, truncated to 200 characters.
  • Internal Landing Page Description - An internal description that will not be seen by affiliates.

You can also create additional landing pages for your offers by clicking on "Add New Landing Page" action icon in the Offers admin. Additional landing pages can be used for the purposes of variety, special promotions or any other reason, providing your affiliates with multiple ways to promote your offers.

For more information, see our Offer & Landing Page Setup article.

Tracking Domains

You can configure additional tracking domains by having your host set up a new domain that points to your Offerit installation. Once set up on your server, click on "Manage Tracking Domains", enter your new domain in the "Domain" field and click "Add".

Commission Details

After creating your default landing page, the next heading is Commission Details. Here you will need to enter information for how your affiliates will be paid for this offer.

  • View - Payout Amount (in $) for each Page View.
  • Unique - Payout Amount (in $) for each Unique Visitor.
  • Qual - Payout Amount for Qualified Hits.
  • $ Sale - Payout Amount for Customer Sale.
  • $ Continuity - Payout Amount for Customer Continuity.
  • % Sale - Payout Percentage for Customer Sale.
  • % Continuity - Payout Percentage for Customer Continuity.
  • CPM - Payout Amount per 1,000 Impressions.

Leaving a field blank will set it as 0.


Click "Save Changes" and your offer and its default landing page will be saved. Now you will be able to use the Default Linkcodes on your offer's confirmation page to signal to Offerit that your offer has been completed.

There are more advanced options you can configure when setting up your Offers and Landing pages which you can read about in this article: Offer & Landing Page Setup.

Affiliate Tracking (Linkcodes)

Linkcodes are tracking links that contain the offeritcode for a specific affiliate that can be used to direct visitors to your landing pages. They are the start of the tracking process for visitors that will lead them to completing one of your offers. Affiliates can view their own linkcodes from the main page of your Offerit and filter them based on the offer, a Commission that they are enrolled in and Languages for which the Landing Pages are available. After clicking "Apply Changes", a list of Landing Pages based on those filters will appear along with linkcodes for those landing pages.

Creatives

Creatives are advertising tools that affiliates can use to promote your offers on their web pages and can be managed in the the Creatives Admin. Affiliates can download creatives by clicking on the Creatives section of the Offerit affiliate main page. Corresponding to every creative is a linkcode that affiliates can use with the creative and within the linkcodes is tracking information about which creative the visitor clicked on. Every time a visitor to your offers clicks on a linkcode it counts as a page view for that affiliate and every time one is displayed it counts as an impression for the affiliate. There are multiple different types of creatives that affiliates can use to promote your offers including:

  • Banners
  • Downloadable and Embedded Videos
  • Page Peel Ads and IM Popups
  • Half/Full Page Ads
  • Mailing Ads and Content Zips


Conversion Tracking

Offerit allows affiliates a variety of ways to promote your offers through the use of pixel tracking. Whenever a visitor clicks on a linkcode, placed on a page by an affiliate, the visitor's information such as which affiliate, commission, offers and landing page to use are stored in a cookie. This information is saved and will be available if the visitor completes the offer.

You can access these conversion links once an offer and its default landing page have been created by going to the Offers Admin, selecting the landing page for an offer and clicking on "Edit". These are some examples of what the different conversion tracking links will look like:

  • iFrame
 <iframe src="http://example.offerit.com/signup/process_pixel.php?offerid=6" height=1 width=1></iframe>
  • Image pixel
 <img src="http://example.offerit.com/signup/process_pixel.php?offerid=6" height=1 width=1/>
  • Postback
 http://example.offerit.com/signup/process_pixel.php?offerid=6

For every offer you have, you will need one of these conversion links on the page where the visitor has completed the offers or sale. When the visitor loads a page with one of these links, the completed offers will be recorded in Offerit as a "sale". You can also record completed offers for visitors that did not go through a tracking link but this requires passing the transaction id with our process pixel script:

 http://example.offerit.com/signup/process_pixel.php?transid=

Payments

Within the Payments Admin, you will be able to manage how you pay your affiliates for the traffic they are sending to your offers. Once a day, payments will be calculated for your affiliates based on the commissions they are enrolled in and their payvia type (the method with which they have chosen to be paid). This will pause any additional payments from being added automatically by Offerit. Once stored, you can get a dump of these payments which can be used to export to other payment software to pay your affiliates.