Difference between revisions of "Offer Setup"

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== Basic Setup ==
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== Add Offer ==
  
Adding an offer and a default landing page for an offer is a one-step process in Offerit.  To setup a basic [[ct#Offer|offer]] in [[Offerit]], go to the [[Offerit Offers Admin|Offers Admin]] and click the Add Offer tab.
+
Adding an offer and a default landing page for that offer is a one-step process in Offerit.  To set up a basic [[ct#Offer|offer]] in [[Offerit]], go to the [[Offerit Offers Admin|Offers Admin]] and click the Add Offer tab.
  
You will also be asked to enter the name of your offer and a [[Ct#Shortname|short name]]. A short name is a name used internally within Offerit and is required to be different for each offer. Make sure that your [[Ct#Offer|offer]]'s shortname is unique and easily identifiable.  After entering in details related to the [[Ct#Offer|offer]] you will be prompted with details for the default [[Ct#Landing Page|landing page]].
+
[[File:AddNewOffer.png|Setting up a new offer]]
  
Then, you will be prompted to enter your default landing pages. [[Ct#Shortname|short names]] for landing pages are also required to be unique across landing pages. Next, fill in the other ''Landing Page Details'', which consist of Landing Page Name, the URL of your landing page, and its [[Ct#Tracking Domain|Tracking domain]].
+
You will see many fields available, both required and optional. The required fields are as follows:
 +
*'''Offer Name''' - The name of your offer.
 +
*'''URL''' - the URL for your offer (also known as the landing page).
  
[[File:Admin_Landing_Page_Setup.png|939px|Setting up your landing page]]
+
Optional fields include:
=== Offer Revenue ===
+
*'''Description''' - A description of your offer, seen by affiliates on the offer details page.
 +
*'''Offer Image''' - A screenshot or image representing this offer, shown to affiliates when browsing your offers.
 +
*'''Public or Private''' - If set to private, affiliates must be manually enrolled to promote this offer. Public allows all affiliates to promote the offer.
 +
*'''Language''' - Record the language your offer is written in. This helps affiliates find offers they can promote, and where to promote it.
 +
*'''Offer Launch''' - The date that this offer is live and available to affiliates. Can be expressed as a [[Offerit Freeform Date|Freeform Date]]. Default value is the day you created the offer.
 +
*'''Offer Expire''' - The latest day this offer will be available to affiliates. Can be expressed as a [[Offerit Freeform Date|Freeform Date]]. Default value is ''NEVER''.
  
In the field labeled "Initial Amount" you can set the revenue recorded for a customer's conversion by entering in the dollar amount and setting a number of days. Setting the days value to 0 will cause the customer record to never expire.  Any customer transactions that are passed in with a subscription id will be counted as the amount set for [[Ct#Continuity|continuity]] amount.  If you would like the ability for the customer record to expire set the Continuity days value to a number other than 0.
 
  
'''Note: These fields are optional and can be overridden by passing in "amount" with the transaction.  If there is no value set for these fields and an amount is not passed in with a transaction, the transaction will be recorded as $0.'''
 
  
=== Setting up Commissions ===
+
=== Tracking Details ===
  
Before you can begin tracking statistics for your new [[Ct#Landing Page|landing page]] through [[Offerit]], you must first associate the offer with [[Ct#Commission|commissions]]. To do so, go to the [[Offerit Offers Admin|Offers Admin]] and click the "Set Active Commissions" action icon next to the [[Ct#Offer|offer]] for which you want to configure [[Ct#Commission|commissions]].  Next, check the checkboxes next to each Commission you would like to enable for this offer. (You will need to do this for each landing page of an offer.)
+
After entering in details related to the [[Ct#Offer|offer]], you will see options for setting up Tracking Details.
  
== Advanced Setup ==
+
[[File:TrackingDetails.png|Tracking Details]]
  
The above instructions contain the basic information necessary to get your [[Ct#Landing Page|landing pages]] running and functional. However, [[Offerit]] provides a great deal of additional settings to further configure your landing pages.
+
Required fields are:
 +
*'''[[Offerit Quick-Start Guide#Conversion Tracking|Conversion Type]]''' - The method of conversion tracking for the offer. '''You must then set up your pixels or postbacks before you can track your offers.'''
 +
*'''[[Offerit Tracking Domain|Tracking Domain]]''' - Specifies the domain to use for linkcodes.
  
===Authorized Countries===
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=== Commission Details ===
Offerit lets you to exclude countries that are allowed to promote your offers using the "Authorized Countries" feature.  To disallow a country select it in the list fo Authorized countries and click ">>" and it will be moved to the list of Unauthorized countries.  You can select multiple countries at once by holding the "ctrl" key while clicking on each country.  Likewise, you can allow an offer for a country by selecting it in the list of unauthorized countries and clicking "<<".
 
  
=== Language & GeoIP Targeting ===
+
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.
  
The Language & GeoIP Targeting settings allow you to restrict access to your offer for [[Ct#Surfer|visitors]] from specified countries. [[Offerit]] detects visitor countries through the visitor's default browser language.
+
[[File:CommissionDetails.png|Default Offer Commission]]
  
Use the "Allowed Languages" field to list all of the languages you want to be able to access your [[Ct#Landing Page|landing page]]. This is a comma-separated list that can have as many language values as you wish. This setting also offers options to Allow Raw Hits or Allow Unique Hits for languages that are have not been given permission in the Allowed Languages field. For a full list of allowed languages in [[Offerit]], as well as their necessary Language Codes, please see our [[Allowed Languages]] wiki article.
+
*'''$ per CPA''' - Flat amount per action; Cost per Action
 +
**''Flat Amount per Conversion:'' - Flat payout amount for each customer conversion
 +
**''Flat Amount per Continuity:$'' - Flat payout amount for customer [[Ct#Continuity|Continuity]]
 +
*'''$ per Click''' - Flat amount per click; CPC
 +
**''Flat Amount per Click (View)'' - Flat payout Amount (in $) for each Page View
 +
**''Flat Amount per Visitor (Unique)'' - Payout Amount (in $) for each Unique Visitor
 +
*'''% of CPS''' - Percent of the Cost Per Sale
 +
**''Percentage per Customer Conversion'' - Payout Percentage for customer conversion
 +
**''Percentage per Customer Continuity'' - Payout Percentage for customer [[Ct#Continuity|Continuity]]
 +
*'''CPM''' - Flat Amount for 1,000 Impressions; Cost Per Mille
 +
*'''Hybrid''' - A combined, "anything goes" payout. Can be any combination of the above types of payouts
  
The "Alternative URL" field lets you set a URL to automatically redirect visitors to if they do not meet your specified Allowed Languages criteria. Both of these settings are optional, and not necessary in order for your [[Ct#Landing Page|landing page]] to function.
+
Leaving a field blank will set it as 0.
  
=== Threshold Checking ===
+
=== Categories ===
 +
You can group your offers into different categories, allowing you or your affiliates to organize your offers. This will allow affiliates to select an offer category in the affiliate area - for example, if they only wanted to get linkcodes from certain offer categories.
  
[[Offerit]] offers a feature called Threshold Checking, which allows [[Offerit]] to automatically send an e-mail notification whenever your [[Ct#Landing Page|landing page]] drops below a certain Join to Hit Ratio.
+
[[File:OfferCategories.png]]
  
This section offers several time periods that you can set a minimum join to hit ratio for: Midnight to 6 AM, 6 AM to Noon, Noon to 6 PM, and 6 PM to Midnight.
+
All of your categories will show here with a checkbox, simply check all that apply. Subcategories will be denoted by " -- ", under their corresponding parent category. If you would like to to add a new offer Category, simply click the "Add new category" link.  To manage your categories, go to the Offers Admin then click on "Categories" on the side navigation bar.
  
If you wish to use this feature, you must first input a "Low Threshold E-mail" -- this specifies which e-mail address (or multiple addresses) will receive low threshold e-mail warnings. The "Mail Threshold" option specifies the subject of this warning e-mail.
+
=== Marketing Types ===
 +
You can also organize your offers by Marketing Type, which is simply an additional method to group your offers.  
  
=== Offer Categories ===
+
[[File:MarketingTypes.png]]
You can group your offers into different categories allowing you or your affiliates to organize your offers. This will allow affiliates to select an offer category in the affiliate area if they, for example, only wanted to get linkcodes for certain offer categories.  To add an offer Category, go to the Offers Admin then click on "Categories" on the side navigation bar. A list of Categories will appear whenever
 
  
===Marketing Types ===
+
Affiliates will be able to see which marketing types apply and don't apply for each offer they have access to. All of your marketing types will show here with a checkbox, simply check all that apply. If you have no marketing types, the field will be blank. You can add a new Marketing Type by going to the [[Offerit Offers Admin|Offers Admin]] and clicking "Marketing Types" on the side navigation bar, and then clicking "Create a new Marketing Type".  This will add a new marketing type to which you can add offers by clicking "List and Modify Enabled Offers".
You can also organize your offer by Marketing Type, which is simply an additional method to group your offers.  Affiliates will be able to see which marketing types apply and don't apply for each offer to which they have access. You can add a new Marketing Type by going to the [[Offerit Offers Admin|Offers Admin]] and clicking "Marketing Types" on the side navigation bar, then click "Create a new Marketing Type".  This will add a new marketing type to which you can add offers by clicking "List and Modify Enabled Offers".
+
 
 +
== Edit an Offer ==
 +
 
 +
To edit an offer, visit the Offers Admin and select the pencil icon next to the offer you with to edit.
 +
 
 +
[[File:EditOfferDetailsAction.png]]
 +
 
 +
You will be able to edit some of the originally entered information, such as the Offer Name, Start and End date, Offer Image, and the commission. There are also a few more new options you can configure as well.
 +
 
 +
=== Additional Commission Details ===
 +
 
 +
In addition to the options set when you created your offer, the edit offer page had additional details you can configure for your offer's commission.
 +
 
 +
*'''Deduct Voids''' - If checked, Offerit will deduct commissions from affiliates for conversions that end up being voided.
 +
*'''Hide Continuities''' - Turn this option on if you do '''NOT''' want to display continuities on the affiliate stats pages for this commission. This option will not work if this commission pays affiliates on continuities.
 +
*'''Hide Conversions''' - Turn this option on if you do '''NOT''' want to display conversions on the affiliate's stats pages for this commission. This option will not work if this commission pays affiliates on joins.
 +
*'''Retro-active Commission''' - Turn this option on if you want the affiliate's commission on all continuities to be based on the commission set at the time of the members join.
 +
 
 +
=== Advanced Settings ===
 +
 
 +
*'''Hidden''' - If this is checked, affiliates can not get codes to promote this offer, but any existing codes will continue to work.
 +
*'''Mobile Landing Page''' - the landing page to redirect mobile users to.
 +
*'''Disable Storing Personal Customer Information''' - If checked, this will prevent the offer from storing customer personal information. This means that fields like firstname and lastname will never be saved, even if they are passed back with the pixel.
 +
*'''Group''' - Select a group for your offer. Offer groups are used for viewing groups of offers in the reporting admin. To make a new group, click the "Add Offer Group" button on the sidebar.
 +
*'''Remove OCode''' - If checked, Offerit will not pass the [[Offeritcode]] along to the landing page through track links.
 +
*'''Pending Lockout''' - Specify a number of seconds in this setting if you want to have pending transactions on the offer.  When defined, conversions that are reported in less than this number of seconds after their corresponding click will require manual approval by an admin.  Conversions that take place more than this number of seconds after their corresponding click will be automatically approved.
 +
 
 +
=== Low Conversion Ratio Warning ===
 +
 
 +
[[Offerit]] provides a feature called ''Low Conversion Ratio Warning'', which allows [[Offerit]] to automatically send an e-mail notification when your [[Ct#Landing Page|landing page]] drops below a certain Join to Hit Ratio.
 +
 
 +
This section offers several time periods where you can set a minimum Join to Hit ratio for:
 +
*Midnight to 6 AM
 +
*6 AM to Noon
 +
*Noon to 6 PM
 +
*6 PM to Midnight.
 +
 
 +
If you wish to use this feature, you must first input a "Low Threshold E-mail" -- this specifies which e-mail address(es) will receive low threshold e-mail warnings. The "Mail Threshold" option specifies the subject of this warning e-mail. You can edit the template with the Edit Template links below this field.

Latest revision as of 14:37, 17 May 2018

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

Add Offer

Adding an offer and a default landing page for that offer is a one-step process in Offerit. To set up a basic offer in Offerit, go to the Offers Admin and click the Add Offer tab.

Setting up a new offer

You will see many fields available, both required and optional. The required fields are as follows:

  • Offer Name - The name of your offer.
  • URL - the URL for your offer (also known as the landing page).

Optional fields include:

  • Description - A description of your offer, seen by affiliates on the offer details page.
  • Offer Image - A screenshot or image representing this offer, shown to affiliates when browsing your offers.
  • Public or Private - If set to private, affiliates must be manually enrolled to promote this offer. Public allows all affiliates to promote the offer.
  • Language - Record the language your offer is written in. This helps affiliates find offers they can promote, and where to promote it.
  • Offer Launch - The date that this offer is live and available to affiliates. Can be expressed as a Freeform Date. Default value is the day you created the offer.
  • Offer Expire - The latest day this offer will be available to affiliates. Can be expressed as a Freeform Date. Default value is NEVER.


Tracking Details

After entering in details related to the offer, you will see options for setting up Tracking Details.

Tracking Details

Required fields are:

  • Conversion Type - The method of conversion tracking for the offer. You must then set up your pixels or postbacks before you can track your offers.
  • Tracking Domain - Specifies the domain to use for linkcodes.

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.

Default Offer Commission

  • $ per CPA - Flat amount per action; Cost per Action
    • Flat Amount per Conversion: - Flat payout amount for each customer conversion
    • Flat Amount per Continuity:$ - Flat payout amount for customer Continuity
  • $ per Click - Flat amount per click; CPC
    • Flat Amount per Click (View) - Flat payout Amount (in $) for each Page View
    • Flat Amount per Visitor (Unique) - Payout Amount (in $) for each Unique Visitor
  • % of CPS - Percent of the Cost Per Sale
    • Percentage per Customer Conversion - Payout Percentage for customer conversion
    • Percentage per Customer Continuity - Payout Percentage for customer Continuity
  • CPM - Flat Amount for 1,000 Impressions; Cost Per Mille
  • Hybrid - A combined, "anything goes" payout. Can be any combination of the above types of payouts

Leaving a field blank will set it as 0.

Categories

You can group your offers into different categories, allowing you or your affiliates to organize your offers. This will allow affiliates to select an offer category in the affiliate area - for example, if they only wanted to get linkcodes from certain offer categories.

OfferCategories.png

All of your categories will show here with a checkbox, simply check all that apply. Subcategories will be denoted by " -- ", under their corresponding parent category. If you would like to to add a new offer Category, simply click the "Add new category" link. To manage your categories, go to the Offers Admin then click on "Categories" on the side navigation bar.

Marketing Types

You can also organize your offers by Marketing Type, which is simply an additional method to group your offers.

MarketingTypes.png

Affiliates will be able to see which marketing types apply and don't apply for each offer they have access to. All of your marketing types will show here with a checkbox, simply check all that apply. If you have no marketing types, the field will be blank. You can add a new Marketing Type by going to the Offers Admin and clicking "Marketing Types" on the side navigation bar, and then clicking "Create a new Marketing Type". This will add a new marketing type to which you can add offers by clicking "List and Modify Enabled Offers".

Edit an Offer

To edit an offer, visit the Offers Admin and select the pencil icon next to the offer you with to edit.

EditOfferDetailsAction.png

You will be able to edit some of the originally entered information, such as the Offer Name, Start and End date, Offer Image, and the commission. There are also a few more new options you can configure as well.

Additional Commission Details

In addition to the options set when you created your offer, the edit offer page had additional details you can configure for your offer's commission.

  • Deduct Voids - If checked, Offerit will deduct commissions from affiliates for conversions that end up being voided.
  • Hide Continuities - Turn this option on if you do NOT want to display continuities on the affiliate stats pages for this commission. This option will not work if this commission pays affiliates on continuities.
  • Hide Conversions - Turn this option on if you do NOT want to display conversions on the affiliate's stats pages for this commission. This option will not work if this commission pays affiliates on joins.
  • Retro-active Commission - Turn this option on if you want the affiliate's commission on all continuities to be based on the commission set at the time of the members join.

Advanced Settings

  • Hidden - If this is checked, affiliates can not get codes to promote this offer, but any existing codes will continue to work.
  • Mobile Landing Page - the landing page to redirect mobile users to.
  • Disable Storing Personal Customer Information - If checked, this will prevent the offer from storing customer personal information. This means that fields like firstname and lastname will never be saved, even if they are passed back with the pixel.
  • Group - Select a group for your offer. Offer groups are used for viewing groups of offers in the reporting admin. To make a new group, click the "Add Offer Group" button on the sidebar.
  • Remove OCode - If checked, Offerit will not pass the Offeritcode along to the landing page through track links.
  • Pending Lockout - Specify a number of seconds in this setting if you want to have pending transactions on the offer. When defined, conversions that are reported in less than this number of seconds after their corresponding click will require manual approval by an admin. Conversions that take place more than this number of seconds after their corresponding click will be automatically approved.

Low Conversion Ratio Warning

Offerit provides a feature called Low Conversion Ratio Warning, which allows Offerit to automatically send an e-mail notification when your landing page drops below a certain Join to Hit Ratio.

This section offers several time periods where you can set a minimum Join to Hit ratio for:

  • Midnight to 6 AM
  • 6 AM to Noon
  • Noon to 6 PM
  • 6 PM to Midnight.

If you wish to use this feature, you must first input a "Low Threshold E-mail" -- this specifies which e-mail address(es) will receive low threshold e-mail warnings. The "Mail Threshold" option specifies the subject of this warning e-mail. You can edit the template with the Edit Template links below this field.