3dCart Shopping Cart Software V3.X Affiliate Program Guide

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1 INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED THE END OF THIS GUIDE. 15 CONTACTING 3DCART 15 Page 1 of 15

2 Introduction The affiliate program allows you to offer a service to your customers in which they can refer additional customers to your online store for potential sales. With the affiliate program, 3dCart will keep track of the customers that make a purchase and automatically calculate the payout for the referral. Setup the Affiliate Menu Link To begin the affiliate program process, you will need to create a menu link on your web store for customers to access the affiliate registration section. Please note, if you do not want to create the menu link, you can still send a link to the affiliate registration to your customers. This link will be To create the tab: 1. Go to Settings -> Design -> Site Content 2. Click the Add New Link button. 3. Type Affiliate Program in the Page Name field. 4. Select New in the Sub Menu of dropdown. 5. Type the sorting page display number in the sorting field. 6. Click Add. 7. Click Content next to your newly added page. 8. In the Link field, type affiliateinfo.asp 9. Click Save Changes. 10. You will now see an Affiliate Program tab at the top of your Home Page on your website. Page 2 of 15

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4 Upload Banners 3dCart allows you to upload three different banners for you to offer your customers for the Affiliate program. The banners are the images that the affiliates will insert to their web pages to refer additional customers over to your store. We recommend you upload three different sizes of banners so your affiliates have a variety of options. Essentially, 3dCart automatically generates the code for your affiliates to insert to their web pages, however, you must upload the images. 1. Save three different image files in the.jpg format to your computer. Name the images affiliatebanner1, affiliatebanner2, and affiliatebanner3. 2. In your Admin panel, click on the File Manager. 3. Click on the affiliate banners folder. 4. Click Upload Files. 5. Browse for all 3 affiliate banner images you saved on your computer. 6. Click Upload. Page 4 of 15

5 7. Your banners will replace the place holders in the file manger. Please note the names of the image files in the screenshot below your image file names must be the same. Page 5 of 15

6 Enable the Affiliate Program You will need to enable the affiliate program and set a few default settings to begin accepting applicants. 1. Go to Settings -> General -> Store Modules 2. In the Affiliate section, check the Enable Affiliate Program checkbox. 3. Check the Auto Approve Affiliates checkbox if you would like customers to be automatically approved for the affiliate program when they register. If this is left unchecked, you will need to approve the customers manually. 4. Set your Default Commission. This is a percentage of the total order (not including shipping or tax), that you will payout to affiliates for successful referrals. 5. Click Save Changes. Page 6 of 15

7 Registration Process The registration process must be done on your website. As there is a section of terms and conditions the potential affiliate must check off on, you cannot register for them in the Admin panel. For the potential affiliate to register: 1. Direct the customer to your website and have them click on the Affiliate Program link. If you did not create a menu tab, you can send them a link to the registration page which is 2. Tell the customer to click on the Create Account button. 3. The customer will then fill out their address, password, and company information. Page 7 of 15

8 4. On the next step, the customer will fill out their website address, Tax ID number, and check off on the terms and conditions. Page 8 of 15

9 5. Once done, the affiliate account will be created. 6. To paste the referral Affiliate links/banners into their website, the Affiliate will login to the My Account section of your website. Page 9 of 15

10 7. In the Affiliate Statistics section, the will click on the View Details link. 8. In this section, the Affiliate will copy the code provided underneath the banner they would like to display on their site. Once copied, they will paste the code into their website. The referral customers will click on the banner, or link displayed and the Affiliate will get credit for the sale if one is made. Since the code is different for each Affiliate you setup, you will be able to track which Affiliate Website the customer comes from. Page 10 of 15

11 Approve Affiliates If you choose to approve all affiliates manually, you must activate the account once an affiliate registers. When you receive an notification from 3dCart that an affiliate has registered: 1. Go to Customers -> Affiliates -> Affiliate List 2. Click Edit next to the customer record. 3. Click on the Affiliate tab. 4. Check the Active checkbox. 5. Modify the commission percentage if you need. This will override the default commission setting in the Settings -> General -> Store Modules section. 6. Click Update Information. Page 11 of 15

12 Manage Orders When a new order comes through via the affiliate program, you must either approve or deny it as applicable for commission payout. To view the orders: 1. Go to Customers -> Affiliates -> Orders 2. Click on the Order Number if you would like to view the order that was referred by the affiliate. 3. If you approve the order, click the App button and click Save Changes. 4. If you deny the order, click the Deny button and type in the reason. This reason will display to the affiliate when they check on the status of their orders. 5. Click Save Changes. Page 12 of 15

13 Manage Commission Payouts 3dCart keeps track of the orders you approve for commission payout to the affiliates. To manage the commission payouts: 1. Go to Customers -> Affiliates -> Payout Report 2. Check the Pay checkbox next to the affiliate you would like to pay. 3. Type the amount you would like to pay the affiliate in the Amount to pay field. 4. Type the check or reference number. 5. Click Save Changes. NOTE: This action does not actually take funds out of your merchant account to pay the affiliate you must do this separately of 3dCart. This process simply updates the customer record for tracking purposes. 6. The affiliate record will update with the new balance. If you click on the affiliate name, it will take you to their customer record. 7. The payments section will update with any recent payouts you have made. Page 13 of 15

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15 END You ve reached the end of this guide. 3dCart has many other features not listed on this guide, once your store is up and running continue exploring the features located on the different areas of your Store Manager. If you have additional questions about any of the features you can read the full documentation at or clicking on the Help Icon from your Store Manager left navigation bar. Contacting 3dCart 3dCart s support team is ready and willing to help you. Feel free to contact us at any time and also visit our online knowledgebase and user forums that have many of your questions and issues already answered. Web: KB: Forums: [email protected] Phone: (800) x 3 Thank you for using 3dCart. Sincerely, 3dCart Support Team [email protected] Page 15 of 15