Manager Manual. NetSlave GmbH Simon-Dach-Straße 12 D Berlin. Phone +49 (0) Fax +49 (0)

Transcription

1 Manager Manual NetSlave GmbH Simon-Dach-Straße 12 D Berlin Phone +49 (0) Fax +49 (0)

2 Dear affiliate manager, welcome to your new affiliate program software. We will show you how to work with the affiliate administration. All menues overview Legend click here / menue breadcrumbs edit / change delete / change logfiles edit ads create memo inactive / paused / invisible active / visible affiliate account login edit commissions edit memo help pages in PDF format download / data export

3 First steps Concept Partner contract (eligibility requirements) Basic settings & templates Creating campaigns o o o Setup ads Commission and commission levels Procedures, interface and connection to order system Design affiliate interface PDF payment sheet template Send us your logo and your payment master template Website integration and announcement of your program Promotion: press releases, newsletter, campaigning Periodic tasks Approve affiliates Confirm transactions Payments Affiliate support Updating ads Controlling Review

4 Administration summary Click on the tab shows you an information overview with key balances and quick accesses. Clicks (today / yesterday) Open transactions (Today / Yesterday) Volume of created transactions Total balance Open commissions (1 st /2 nd level) Transactions to confirm Last payment Paid, so far Search for transactions Today s actions / top affiliates Listing of affiliate relations Number of clicks counted today and yesterday Number of created and not yet confirmed transactions. (Today / Yesterday) Balance of all affiliate accounts without taxes Sum of commissions to confirm Number of all unconfirmed transactions Date of last payment Sum of all payments without taxes (full text or date) links to the top-affiliates stat of this day list of referred affiliates Sidebar Affiliate Affiliate matrix Fast access Campaign status Logged in affiliates Graphical stats Your affiliate portfolio by status. Click the status (total, new, enabled, waiting, deleted) Index of affiliates by campaigns Links to memos, cost control (traffic fees), click log evaluation and click targets. is a list of key figures for every campaign for the last 8 days. click on affiliate (name or ID) to see affiliate details shows the commission stats for last months

5 Affiliate details You may use the search bar at the top of the administration. You access affiliate details by clicking on an AffiliateID or an Affiliate name. Affiliate details Summary Summary Alias/user name Channel/ Main Group Reminder Shows the affiliates website data. To change this data, login to the affiliate account: (account login) click My account (at the top right) The username for your personal classification is invisible for your affiliates. You may change the channel or affiliate group, by choosing another or create a new one. Confirm your new entry with Change. Create a reminder for your affiliates, therefore choose a date and a campaign. Reminders will be send at this day per Note Make some notes about your affiliates. Click to change. Send mail Delete Affiliate Quick access to contact this affiliate by . Deletes this affiliate from campaigns, stats, mailing lists and payment procedures and denies access for this affiliate to his interface. Referred by Shows who referred this affiliate. Click to change. Data field Logfile Ssome indicative dates like registration date, last change and last log in. Monitor all changes of this affiliate account.

6 Affiliate details Campaigns Campaign set At campaign set you ll see all assignments. Click the pencil to edit campaign set. (see below) You easily create a memo for yourself, separate by affiliates and campaigns. To read memos move your mouse pointer over the symbol. Edit memos by clicking on it. Change commission level It s a history list of past commission levels: Campaign date time : old commission level -> new commission level Changes on commission levels only affects future transactions. Edit campaign set Affiliate details campaigns campaign set ) Change the affiliate commission levels and groups for every campaign. Please mind to save your settings. Remove from campaign Just check the box behind the campaign and Save settings Postview cookie days You may the change the global setting for cookie duration separate for this affiliate. Add campaigns Just check the box and Save settings

7 Finances (Affiliate Details) See important financial details like tax information and general settings as well as payment and transfer data. To change affiliate data go to: (affiliate login) my account (top right) Documents / uploads Shows uploaded files e.g. tax statements. You may confirm with [received]. Right column: Block payment Activate EBICS block Payments Balance Detail Booking Start payment Blocks payments completely (inspection status) Blocks this affiliate for EBICS/SEPA collective bank transfer Show a total payments summation and total number of payments Shows the actual commission balance for the 1 st and 2 nd level Links to detailed account statement Links to the manual credit dialogue. You may charge debits and credits there. Please check the accounting fee box only if it s actually really a fee, because this will affect different tax procedures. Starts payment of open balances for this affiliate without minimum payment consideration.

8 Reports (affiliate details) Controlling, Product stats, Click target, Unique clicks Graphical reports Quick access to the corresponding statistics See your affiliate s development at one view. For commissions and transaction stats you may switch views between daily and monthly basis. Just click on a month or a day to switch change the period. If you move your mouse over unique clicks, EPC (earnings per click) and commissions per campaign you ll see the accurate number under the pointer.

9 Administration menu Approve affiliate To approve new affiliates click the green button. Assign this affiliate to campaigns on the next screen. The affiliate will receive an with further instructions, you may edit in the next step. To avoid fraud registrations, normally affiliates need to be approved on their very first registration to this system. You may change this to automatic approval: System Options Approve new affiliates manual Applications Affiliates may apply for campaigns, if they are visible ( Campaigns) Check applications and accept by clicking the green button. Add affiliate Add an affiliate account manually, maybe for a test. Fields with * are mandatory. Add new account: new affiliate ID, referral ID If you leave referral ID blank, this account will be matched to referral ID 1 AffiliateID 1 is your own sales account, where all untracked transactions will be counted. Personal data: Use the admin alias to give your affiliates an identifier; company; gender & 1 st name; last name; date of birth; language

10 Confirm transaction Mark transactions to confirm in the actions column. Or choose a campaign to show the symbols confirm, edit and delete transactions one by one. Info When you point your mouse over this column or click on the column it will show you adid, subid, referrer, click time and further informations. Add Transaction You may create a transaction manually. Reminders See all reminders. Current reminders will be sent to the manger who created the reminder. You may edit the address in my profile in the top left corner.

11 Newsletter Placeholder Use placeholder like <% NAME %> to replace single data by dynamic information. You may use placeholders in subject and content. Affiliate groups On several parts in this administration you may copy affiliates in groups to execute bulk operations: export affiliate data, send newsletter, change tax status, delete or deactivate, block and unblock payments, sort in new channel/ new group and assign in new campaigns.

12 Campaigns Click on the tab leads to campaign administration Campaign administration Language, name: The flag represents the campaign language. A click on the campaign name chooses this campaign and takes you to campaign details (see next chapter campaign details) Action: Status: Visible: Affiliate: Created: Delete: edit campaign edit ad edit commissions active = commissions are counted and calculated Waiting = campaign is not inactive, no commissions will be calculated Affiliates may see the campaign and apply. Campaign is invisible for unassigned affiliates, therefore affiliates can t apply. is the number of assigned affiliates. Click on the number links to the according list. is the date when this campaign was created A click on the icon deletes this campaign, if there are no more affiliates assigned.

13 Add new campaign Name Language is used as title for the menu set the language you want for this campaign. Affiliates may set different languages for themselves. 1 st link for the campaign type your main URL. You should use a short name or alias, so you easily set up global link changes. Commissions Type in a product name. 1 st level commissions will be paid directly to the affiliate. 2 nd level commission will be paid to the referral affiliate. You may add more links and products in Ad administration: Choose campaign products and ads edit adsmanage links New campaigns are created with status waiting and invisible. Take your time to test all links and setting properly before activating a new campaign or allow applicants. Campaign details Click on the tab shows the campaign summary. Campaign summary Affiliates to approve Open transactions Commission The clickable number is a link to the list of affiliates to approve. This clickable number is a link to the list of open transactions. This number is the sum of unconfirmed commissions

14 Clicks, Views Confirmed transactions Commission Fast access to stats Shows the number of clicks Is the number of confirmed transactions This number is the sum of confirmed transactions Use this link to this campaigns stats Campaign Affiliates Active affiliates Pos Affiliates Domain Group Earnings number of affiliates. The clickable number is a link to affiliate assignment, where you assign and remove your affiliates. Internal ongoing number Column for the name and the AffiliateID red in brackets. Click the AffiliateID to see this affiliates details. Click the domain to check the website in a new window. Shown like your settings in campaign set: Affiliate details campaign tab campaign set Sum of all payments to this affiliate. Campaign Affiliates Affiliate assignment

15 Mark the affiliates, you want to add to or remove from campaign. (Hold CTRL to mark more than one affiliate) Use the buttons to --> remove affiliates <-- add affiliates Make sure to save your assignments. Campaigns Products & Ads Overview of active products and commission levels. Campaign Products / Ads Products / standard commissions Products and standard commissions

16 Products Commission Products will be set on a per transaction level by your cart integration (tracking pixel). Default Your entry here will be the standard commission. It will be used if there is a transaction without a specific commission product. Commission type: Fix amount Percentage The amount you enter in this commission field, will be calculated The percentage you entered in this commission field, will be calculated commission field 1 st tier (left field) 1 st tier commissions will be calculated for the affiliate who triggered the actual transaction. commission field 2 nd tier (right field) 2 nd tier commissions will be calculated for the affiliate who referred the 1 st affiliate Commission levels Use commission levels to provide individual commissions to some affiliates. In affiliate details campaigns campaign set you may assign an individual commission level to each affiliate. Affiliates will only see commissions that you assigned them to. Changes of commissions or commission level will only affect future transactions (order time). Former transactions will be calculated with earlier commission rates, even in case of later volume changes or renewed calculation. See previous changes of commission levels for a certain affiliate in affiliate details campaigns Create new commission level or product Choose between product and commission level. Enter a name save changes If you create a new product, use exactly this product term identical in your tracking pixels. Pay special attention to upper, lower cases. Delete commission level or product Choose commission level and product save changes

17 Ad & Link Administration Campaign Products / Ads Ads New ad Link manager Ad categories CSV upload Choose which type of ad you like to create. Clicking OK will lead you to the detail dialogue. With manage links you may change the linked targets of you ads. Use search to restrain the amount of displayed links. Use categories to organize your ads by type or target group. If you want to serve banners and manage link codes on your own page, you may link these categories to an external site and transfer the affiliate ID. You may upload a CSV file (comma separated value) with information of multiple ads. Use one line for every single ad and follow this pattern: category;title;bannerurl;width;height;targetlink;description Use 0 (zero) if there is no graphic width and height, e.g. in text links. Sort You may sort ad categories. Just enter the number in the field between flag and category name. After clicking sort the categories will rearrange.

18 Ad category Active You may pause an ad by unchecking the activate box. New affiliates will no longer see this ad. You may use this function for seasonal offers. Edit/Delete Click to edit this ad. To delete this ad click. Link Manager Use the link manger to add and change link aliases. With aliases you easily change link targets without having to chang all links in affiliates pages. Click the to edit targets. Create new ad New Banner (textlinks are similar) Own URL disables automatic click counting and Cookie setting. If possible, always use link codes Otherwise a JavaScript module can be inserted in the target page. You may use the placeholder <% PID %>.

19 New HTML ad HTML enables any other ad, like page peels, flash and layer. Campaign Actions Confirm / Cancel transactions For editing multiple transactions you may upload a file under "actions". This file must be in CSV (comma separated value) format. Every line should contain an order number without further information or quotation marks. If applicable you may use QC continuous transaction ID that you could find in data export. By using this unique QC-ID you avoid trouble with double transaction ID s. You may cancel or decline transactions in the same way.

20 Import transactions You may also import a CSV file to add multiple transactions. Use one line per transaction with following parameters: Date/time;transaction-ID;affiliateID;subID;net-volume;product;customer;additional- ID;shippingdate;freetext;referrer Data export Use these export files to save all data in a common CSV (comma separated value) format. You may easily open and edit this files with excel or another spreadsheet program. Campaign Tracking code How to connect your e-commerce system? Standard tracking Copy the code and paste it to your order confirmation page. Standard tracking code is an invisible image, which transfers order information (incl. affiliateid) to the affiliate software via the image URL and cookies. The affiliate software will create a transaction with status open.

21 Order confirmation page Normally after a successful transaction you show a site where you summarize order information, say thank you, or tell a bill no. Put the tracking code on this site. If your affiliate placed a cookie in the earlier process, the given code reads it and assigns this transaction to your affiliate. If you carry the affiliateid through your order process step by step you need to transmit the affiliateid to the affiliate software interface (if applicable the subid too). The most simple HTML tracking code looks like this: <img src=" height = 2 width= 3 border= 0 > Hint : Don t set height and width on value 1, some engines filter such 1 pixel images. The domain ' affiliate.shop-domain.com" is supposed to be replaced with your own domain. Please ensure that "transactionid is different for every transaction (lead, order). Standard tracking: optional parameters The tracking HTML code may be expanded by several parameters (for sales e.g. it s volume and a product name). The maximum number of parameter looks like this: <img src=" &product=productname&orderdate=orderdate&customer=customername&annex=add-onid &freetext=freetext&pid=affiliateid&subid=subid&wmid=wmid" height="1" width="1" border="0" /> Important: If you transmit parameter pid, subid, or wmid with the image URL (like above), you possibly overwrite values read out from a cookie earlier. Leave the parameter away if you can t define a value for it. For sales tracking you should transmit volume as net value (without taxes and shipping fees). Product name should be blank or correspond with one product you created for this campaign: campaign products/ads products & standard commissions Alternatively to image implementation as tracking interface you may also call the URL with a program on your server via HTTP request. You necessarily need to transmit an affiliateid and transaction ID. Conversion tracking If your affiliates book ads on external systems (like Google AdWords) you may offer them possibilities to send success messages back: Activate option conversion tracking ( campaign details setting settings & campaign properties campaign properties) and insert the provided code in addition to the standard tracking code in your order confirmation site, if you don't already use the new JavaScript pixel. Affiliates may create a separate code for each campaign. You ll receive a mail (data change) if an affiliate enters or changes the code. You may check the conversion code and confirm it.

22 Ads/links and tracking Unless you don t give an explicit URL, the interface creates links for your affiliates by itself with the following parameters: domain.com/go.cgi?cpid=campaignid&pid=affiliateid&wmid=1&target=alias If affiliate s visitors click this link, a cookie will be placed that contains the affiliateid, referer, AdID(wmid) and if applicable a subid. The click will be counted in referrer stats and click stats and visitors get forwarded to the corresponding URL that is defined to that alias. Aliases Campaign products/ads ads manage links For your advantage: aliases Use the link manger to create an alias for every target URL. This alias will be used as target within tracking code. You may change target URLs at anytime without having your affiliates change their links. SubIDs Your affiliates may add subids for their personal convenience, like this: &target=alias&subid=xxx SubIDs will display in an extra list, so your affiliates may evaluate different landing pages, traffic sources or campaigns. Deeplinks All other information in URLs added by your affiliates, like param_2=54623, will be added like they were stated, in order to place deeplinks to specific products in your shop and to forward data of forms. For free definable deeplinks you may use the following preliminary URL: You may also include the affiliateid <%PID%> in target URL. Referrer Tracking A more exclusive link type is referrer identification. Your affiliates place links without affiliateid, so even Goggle and Bing will not recognize this as an affiliate link. With referrer tracking this affiliate software supports your link and SEO strategy. Your affiliates embed normal looking links without question marks and other parameter: Using referer URLs (the URL the click came from) the affiliateid will be tracked, saved in a cookie and counted in click and referrer stats.

23 Important Notes: Referrer tracking will not work for SSL(Secure Socket Layer) encoded URLs (https). Referrer links are accurate for affiliate sites with explicit top level domains. clicks and clicks without referrer won t be recognized. This is caused by filter software or InPrivate browsing. You should calculate with a loss rate around 5-15% and may consider this in your commissions. To run referrer tracking accurate, you need to embed this code in every target site: Right behind the introducing <body> tag: <script language= Javascript src= /scripts/getpid.js?cpid=campaignid ></script> Right ahead the </body> (at the end of your page) <script language="javascript">document.writeln("service ID: "+pid+"");</script> <script language="javascript">if (pid!='') document.write("<img src=' on.href)+"&ref="+escape(document.referrer)+"' height='1' width='1' border='0'>");</script> If you use frames, replace escape(document by escape(top.document. Replace with your affiliate domain. After implementation validate functions function with a test account: Use an URL in this test account (affiliate interface my profile website information), wherefrom you place a link to your domain. If you click the link the text Service ID: and the affiliateid should appear at the end of your target page. Repeat this test with another affiliate account and another domain. In case of problems ask us. Hint for offline tracking You may use the JavaScript variable 'pid' on your website, may be to show it next to your telephone number. So you may track phone orders with it. If you want to track generic search results (by Google, Yahoo etc.) place the code in all header and footer files of your HTML pages on you server. Create affiliate accounts with search engine domains ( With this you may evaluate clicks and sales forwarded by this sites. Direct links to your domain If the referrer tracking code (getpid.js) is embedded in your target pages, you may set affiliate links with the affiliateid direct to this target pages - i.e. for tracking. A link should look like this: PID %> -> your-domain.com /products.asp?pid=2 If referrer-tracking code (getpid.js) is not embedded: In this case no cookie will be placed and clicks will not count. You need to transmit the affiliate ID within the session (or with cookies placed by your order system) until the last page and add the affiliate on get_trans.cgi as "&pid=".

24 Reporting Click on the tab takes you to a stat summary for all of your campaigns. You may restrain all stats to a single campaign with the campaign dropdown. Commissions and transactions stats are clickable, so you may switch between monthly and daily view. Transactions This stat shows number and volume for all transaction status. Use the quick access Transactions with free text to see transaction in a list. Transactions are both leads and sales. A transaction will be created by your visitors, referred by your affiliates with an action (order). All transactions are created with open status.

25 When you receive payment, change status to Cleared by clicking [OK]. Commissions will be calculated and considered for your next payment. Transactions may be declined at any time, even after payment (in case of back postings). The affiliate account will be deducted by this commission amount. The transaction will be set on status declined. Create a transaction manually Cancel transaction File upload for mass processing XML-Interface Administration create transaction Administration confirm transaction click for every transaction or mark transactions set action to cancelok choose campaign summary confirm transaction set action to confirm / cancel upload file with transaction numbers This affiliate software supports delivery and comparison of transactions via XML interface/web service. Additionally you may deliver cart/basket information. For details ask your contact person. Daily stats Key figures for every day EPC = Earnings per click = commissions/clicks CR = Conversion rate = number of transactions/clicks*100

26 Controlling All figures on one page. Use the campaign dropdown to restrain data. Clicks, volumes and commissions are displayed in. Dates refer to the day the transaction was created. Use the campaign dropdown to restrain data even to a single product. Unique views Clicks Number of approved transactions (Calculated and/or paid) Commission Volume Number of open transactions Commission Volume Number of canceled transactions Product stat Use the campaign dropdown to restrain data to a single campaign.

27 Finance Start payment To receive payments an affiliate has to: be approved, be above payment limits and needs bank account information Affiliates with deactivated accounts or a higher personal minimum payment amount won t be considered. You may limit the payment process to a certain group and/or a specified campaign. Virtual payment Here you will create a list with the calculated commissions for every affiliate. You may deselect some with the checkbox under select. Affiliates with incomplete bank account information will appear in a second tab. You may copy them in a temporary affiliate group and notify them or take them out of the payment process. Create payment statement Enter period: Use this free text field to define the time for this payment-statement. It will appear on the PDF file and under Finance Payments

28 The software will now go through the following steps: checking minimum payment amount check VAT payments calculating balances from manual bookings, commissions by transactions, commissions by referred affiliates resetting account balance transaction status will be set on paid writing payments in history with continuous payment number Create and send a PDF payment sheet to your affiliates. A document with a copy of all payment sheets will be sent to the accounting address. VAT VAT will be considered for affiliates with explicit approval for VAT payment, only. In case you send payment sheets without VAT accidently, you may recreate this payment sheet under Finance Payments and add the VAT later. Finance Export Your Affiliate software creates payment data in various formats: XLS CSV EBICS standard for spreadsheet calculation programs like Microsoft Excel may be edited with excel too EBICS/SEPA is a file transfer system for electronic bank transaction data EBICS file creation 1. Start payment (Finance Pay now) 2. Create a EBICS file (Finance Export [EBICS/SEPA]) Enter donator account bank information 3. Open file (.xml) with your online banking software and transfer money. What happens while creating a EBICS file? 1. A payment transaction for affiliates with payments paid status no and with SEPA bank account and complete banking information will be generated. 2. Bank account information, balances, payment numbers and affiliate ID s will be included. 3. The according balances will be marked as paid. 4. The EBICS file and a accompanying document will be send to accounting via . Some account statements may stay on not paid in Finance Payment, e.g. for affiliate with foreign bank accounts. If you pay transactions manually, please ensure you change these status to. Otherwise they appear on finance export, again.

29 VAT on payment statements All affiliate commissions will be calculated with net volumes, therefore always take net values as volume input (without taxes and shipping charges). Business affiliates are calculated with VAT. You may change VAT status in affiliate details finances VAT active. Documents File uploads You may confirm documents by clicking received. Your affiliates may use the file upload to prove their business status: Affiliate login Finance File upload System Options Edit the following options here: Approve new affiliates Minimum payment Preposition addresses Choose between manual and automatic mode. This approval is the first application as affiliate in the system. Affiliates may apply with one click for every visible campaign. You may automate this process in campaign settings. This value is the lowest selectable amount for all affiliates. Affiliates may choose higher minimum payments for themselves. This prefix is the first part the continuous payment no. State, who gets informed at situations here. Program description/news This description is the first page of your affiliate area. Use this site to inform your affiliates about news and general aspects of your partnership. Click to edit descriptions. You ve got one WYSIWYG editor for every language. templates s are the most important communication channel. These semiautomatic s inform your affiliates about actual balances, data changes and new transactions.

30 Language Sender name & The template will be used for affiliates with this language. For manually created mails an automatic copy will be forwarded to sender. Placeholder Use placeholder in this form <% NAME %> Placeholder will be replaced with the according data automatically. You may use placeholder in subject and content. HTML- Format All templates may be created in HTML or text format. Activate checkbox to use HTML in this template. Files like CSS stylesheets and pictures need to be transferred to an own domain and linked there. Use preview to control your changes. Make sure you save changes at the end of page. Logfile It s a full system logbook. All important changes leave a logbook entry, which you see here. Use the campaign dropdown or search field to restrain data. Manager Create new manager and administer access rights. Active Action Activate or deactivate manager by clicking on the symbol see log entries for one specific manager account edit access right and assign campaigns delete manager