Affiliates Admin

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.

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 account rep.
• 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.

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

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 Account Rep - Removes the selected affiliate(s) from their current account representative.
• Assign Account Rep - Allows you to assign an Account Representative 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 Add Manual Invoice icon adds a manual invoice. This setting must first be turned on in the Admin-Only Settings for the affiliate.
• 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 Managers 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.

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.