support@magestore.com sales@magestore.com Phone: +1-606-657-0768 AFFILIATE PLUS PLATINUM EDITION USER GUIDE Version 4.4
Table of Contents 1. INTRODUCTION... 1 For Affiliates... 1 For Administrators:... 2 Others:... 3 2. HOW TO USE... 4 2.1. Welcome page... 4 2.2. Sign up for an Affiliate... 5 2.3. How to manage Affiliate accounts... 7 2.4. How to manage Programs (available in Platinum & Ultimate edition)... 8 2.4.1. View the list of programs that Affiliates do not join... 10 2.4.2. Join program... 11 2.4.3. Out of program... 11 2.5. How to use Banners & Links... 12 2.6. How to use Referring Materials... 13 2.7. How to manage Coupons... 14 2.8. How to Refer Friends... 14 2.8.1. On My Account/Affiliate Menu... 14 2.8.2. On Category page and Product Detail page... 20 2.9. How to manage Commissions, Withdrawals... 23 2.10. How to view Traffics... 27 2.11. How to manage Lifetime Customer... 28 2.12. How to manage Sub-store... 29 2.13. How to view Report (available in Platinum & Ultimate edition)... 30 2.13.1. View charts... 30 2.13.2. View reports... 33 3. HOW TO CONFIGURE... 35 3.1. How to manage Program (available in Platinum & Ultimate edition)... 35 3.1.1. Add a new program... 35 3.1.2. Edit an existing program... 40 3.2. How to manage Affiliate accounts... 41 3.3. How to manage banners... 46 3.4. How to manage transactions... 47 3.5. How to manage withdrawals... 50
3.6. How to use reports (available in Platinum & Ultimate configuration)... 52 3.6.1. View charts of affiliate reports... 52 3.6.2. Get sales report... 59 3.6.3. Get clicks report... 60 3.6.4. Get impressions report... 60 3.6.5. Get bestseller product report... 61 3.6.6. Get affiliate account report... 62 3.7. How to configure the module... 62 3.8. How to configure PayPal... 77
1. INTRODUCTION Selling products on commission is a great way to market products. It s an efficient sales channel since Customers are more likely to buy products recommended by their friends. Many stores have applied this kind of selling and experience great success. Realizing that demand, we release Affiliate Plus - an advanced Magento extension that allows web-shop owners to sell products on commission. Those who sign up affiliate system will receive commissions when their friends click on the referral links and purchase products. Why don t you start a lucrative business by adding this Affiliate plus module to your cart? Outstanding features: For Affiliates Easily manage affiliate accounts Ability to register for affiliate programs Ability to join in different affiliate programs Ability to get banners, script/code to post in referrals websites, forum, blog Ability to manage transactions related to their affiliate accounts Ability to manage withdrawal and sales Track the number of lifetime customers (Updated in v4.4) Create sub-store link including chosen products (Updated in v4.4) Ability to change the coupon code as preference (Updated in v4.4) Manage commission Each affiliate program has its own commission (percent or fixed commission on the referral purchase) Commission is calculated based upon commission rate and sales via referral account Automatically adding commission to the referrer s account once a transaction is complete Ability to request withdrawal when his commission has reached the threshold of withdrawal 1
For Administrators: Manage affiliate programs Ability to set different commission rates for each program Ability to run affiliate programs for certain products or categories and stores Manage referrals that joined the programs Manage transactions made via referrals in the programs Better welcome page with affiliate program listing Get referrals materials to introduce or explain your Affiliate programs Allow affiliate to get commission from his purchase (Updated in v4.4) Manage banners Assigns banners to affiliate programs Assigns links to banners Use flash or images for banners New layout for banner listing page: more professional and friendly Manage accounts Sign-up page for affiliates is separated from customer registration page Affiliates must be approved by admin after registration View/ edit accounts information (name, email, key shop, balance, withdrawal release level...) View other account information: affiliate programs they joined, transactions and withdrawals Manually add/subtract commission of affiliates (Updated in v4.4) Manually add/remove Lifetime Customers of affiliates (Updated in v4.4) Manage transactions & withdrawals View all transactions and their status Updates status of withdrawal once it is released PayPal withdrawal methods: using API and Manual 2
Offer Customers discounts/ commissions based on % or fixed level of the purchase value of their referrals Manually add New Transaction for specific affiliates (Updated in v4.4) View reports Show reports of the total sales number, commissions, transaction, clicks and impressions. Reckon the number of website traffics through affiliates and the increasing number of referral accounts. Provide corresponding charts with different types like pie, line Build up reports of sales and clicks on referral links. Enable admins to select the statistic in different periods with specific information to easily track. Multi-store support Able to manage accounts, commissions, transactions in each store separately or all stores all together. Banners may be saved for each store and different from others in stores. They can also be saved for all stores to utilize. Others: Easy to install and configure User-friendly interface 3
2. HOW TO USE In this part, we are going to introduce how a customer interacts with the affiliate system. 2.1. Welcome page After successfully installing the module, you can place the affiliate s link in the footer or at the top of a site. It can be seen from our demo site where this link is placed in the footer. When a customer clicks on this link, he can view the Affiliate Home page of the Affiliate system. The content can be adjusted using CMS page in backend (See the instruction in the next part). 4
2.2. Sign up for an Affiliate Customers can view the link to sign up for an affiliate program on the left of the welcome page. When Customers click on Sign-up tab, the System will show the Affiliate Registration page. After providing all the required information, affiliates should click on the Save button to complete the registration. Form 1: When Customers have not had registered account in your store: 5
Form 2: When Customers have registered account to log in but have not had an Affiliate account yet: If Customers have already had an Affiliate account on your site, the affiliate system will require them to log in: After clicking on the Login button, the system will be redirected to the Affiliate Welcome page. 6
2.3. How to manage Affiliate accounts After logging in the system, Customers can view their affiliate information in a common page where they will see various menu of Affiliate program including Affiliate Home, My Programs, Banners & Links, Referring Materials, Coupons, Refer Frineds, Tier Affiliates, Commissions, Withdrawals, Traffic, Reports, Settings and Logout. 7
Customers can change their personal information in the Settings menu. 2.4. How to manage Programs (available in Platinum & Ultimate edition) After logging in to the Affiliate system, Customers are able to manage their programs by clicking on the My Programs tab on the Affiliate Account menu. 8
On the My Programs page, affiliates can view: The default affiliate program with its policy. Search form: Used for affiliates to search for their joined program. Program list: A grid view of the programs that affiliates join. Other programs button: the list of available programs in the system that affiliates haven t joined. 9
2.4.1. View the list of programs that Affiliates do not join Affiliates can view the list of programs that they haven t joined by selecting Other Programs button (or All Programs if they do not join in any programs). The Programs page will show: Search form: used for affiliates to search for which program they do not participate in. Program list: A grid view of programs that affiliates do not join in. The details of program including name, discount, commission and creating date will be displayed as in My Programs page. Affiliates can choose to join in any programs by clicking on the Join Program Link. Join All Selected Program button. 10
2.4.2. Join program Affiliates can click on the Join Program button to join in a specific program of the Affiliate system or to participate in all programs by selecting the Join All Selected Program button. 2.4.3. Out of program Affiliates can get out of a program by clicking on the Opt out link on the My Programs page: 11
2.5. How to use Banners & Links This part displays all the System s banners that affiliates can add to their websites, blog or others forums. Affiliates can also select banner types they like such as Image, Flash or Text and customize banners as they wish. Each banner has a source code for affiliates to put on websites. They can also add the direct link created by themselves to banners. 12
In addition, affiliates are able to share links on social networks like Google+, Twitter, Facebook by clicking the corresponding icon. 2.6. How to use Referring Materials The system provides customers with information of Affiliate system, links, and banners to share on forums or social networks. The Referring Materials tab can be set as enabled/disabled. You are allowed to edit content of the tab by creating new CMS pages in backend. Eg: you explain more about system, links or banners for your Customers. 13
2.7. How to manage Coupons To edit the coupon code to match with preference, affiliates access Affiliate section in their account and click on Coupons. Affiliate changes the coupon code by clicking on Edit, then submit the new coupon code after editing. 2.8. How to Refer Friends 2.8.1. On My Account/Affiliate Menu First of all, Go to My account Affiliates Click on Refer Friends tab Then you can see the interface as below: 14
As it s called, affiliates can refer their friends by sharing an affiliate link through email or social channels (Facebook, Twitter, Google+). Before sharing the affiliate link, affiliates can choose to customize the link to make it friendlier. In order to do this, they mark the Custom URL checkbox, entering their referred links before clicking on the Save button: To refer friends via email, affiliates can click on Email tab. Then a form for sending email will be displayed like this: 15
As you can see, affiliates can log in to their e-mail account such as Gmai, Yahoo or Hotmail. A login popup will be shown for them to sign in an e-mail account. After logging in, Customers choose their targeted email addresses, in order to avoid spamming. Then, Customers can compose the email or use the available content. The email s subject can be edited before clicking on Send Email. The email sent to affiliates' friends is similar to the following: Besides email, affiliates can share links via social channels (Facebook, Twitter, or Google+). 16
To share links on Facebook, affiliates just click on Facebook tab. Then a form to edit status and post it to their Facebook will appear: After clicking on Post on Facebook button, affiliates will see a popup to log in to Facebook. Finally, affiliates need to grant permission to post status on their Walls before they can see the affiliate link posted as following: 17
Similarly, to share links on Twitter, affiliates click on Twitter tab, edit the message and click on Tweet button: Then a popup will appear for affiliates to log into Twitter and edit the status again. Finally, when affiliates click on Tweet button, the status will be posted on their Twitter right away. 18
To share affiliate links on Google+, affiliates first click on Google+ tab: Next, they click on G+ Share button. A popup form to edit status to post on Google+ will be displayed as below: Finally, after affiliates click on Share button, the affiliate link will be posted on Google+. 19
Also in this Refer Friends page, affiliates can view information of traffic sources: 2.8.2. On Category page and Product Detail page Affiliates can also share an affiliate link with their friends through email or social channels (Facebook, Twitter, Google+) right on Category page and Product Detail page. First of all, please take a look at these two page types and pay special attention to those icons in the red box: Category page 20
Product Detail page As you can see, there are 4 symbols right below a product s name that stand for email and social channels including Facebook, Twitter and Google+. Should affiliates want to share links via a channel they like, they can click on its symbol. After that, System will show corresponding form for them to share the affiliate link as below: Email form: 21
Facebook form: Twitter form: 22
Google+ form: In each of the forms, steps for sharing are similar to those in Refer Friend page. 2.9. How to manage Commissions, Withdrawals When an invited Customer makes a purchase via the referral link of an affiliate account, he will receive a discount (you can configure this discount in backend). 23
Simultaneously when the order is totally completed, affiliates will gain commission, the level of which is configured by you in backend. They can follow their commission balances by clicking on the Commission link. On this Commission page, affiliates can view some information such as date, product name, total amount, commission, additional commission and status. They can also search commission by date, product name and status. Affiliates can request payment if their account balances are more than the minimum amount configured in backend. They just enter the amount they want to receive in the field and click on the Request Withdrawal button. Then they will be redirected to the Request Withdrawal page shown as below: 24
On this page, affiliates should enter the Paypal email and click on the Send Request button. System will send them an email having an authentication code and show a Verify Email popup as below: After entering the code in their emails in the Authentication Code field, affiliates should click on the Verify button. After that, they will be redirected to the Review your request and send page. 25
Affiliates just click on the Send Request button after confirming their request's information. System will automatically subtract money from their balances. At the same time, the Withdrawals History page will appear, showing many information of their request such as date, amount, fee and status. As can be seen from the above image, affiliates can view or cancel the withdrawal by clicking on the corresponding link in the Action column. 26
2.10. How to view Traffics By clicking on the Traffic link on the left menu, affiliates can view the summary of commissions and traffics (the number of clicks on website banners): This page lists commissions, the number of clicks and unique clicks. From that, the affiliate can sort commissions by Clicks, Unique clicks, Store View, Landing Page or Traffic Source. 27
2.11. How to manage Lifetime Customer Affiliates can access Lifetime Customer section to figure out how many lifetime customers they are having. The list will show Customer Name (if any) and Customer Email. 28
2.12. How to manage Sub-store This new feature has been available to use from version 4.4. Affiliate can choose specific products to be shown in their sub-store link. The sub-store link will include the Key Shop which is set/edit in the backend by admin. To change the Key Shop, affiliate should contact admin for special requirement. (Refer to Section 3.2 for more details) In order to add product in to the sub-store, affiliates can go to listing page/ product page, select option Add to Sub-store. Please note that in version 4.4, this feature does not support in removing products from the sub-store link. Affiliates can only add new products but editing/removing them. 29
2.13. How to view Report (available in Platinum & Ultimate edition) 2.13.1. View charts To view report charts, affiliates click on the Reports tab on the My Affiliate Account navigator. This page will show: Sales Amount: Transactions: the total of completed transactions in your system. 30
Commissions: the total amount of commissions that affiliate received from affiliate system. Clicks: the number of clicks (unique and raw) that Customers click on banners posted by affiliates. 31
Impressions: reports on the amount of views of affiliates' banners. To view charts in different periods, affiliates can choose options of time ranges in the Select Range drop-down. 32
2.13.2. View reports Affiliates can view detailed reports with the form below the chart: Type: we give 3 types of reports that are reports of Sales, Clicks and Impressions. Group By: these are criteria to group reports. Period: when affiliates select the criterion "Period" in the Group By drop-down, the From and To fields will be shown. Affiliates can select a specific period to view reports. Transaction Status: when affiliates select the report type of "Sales Report", the system will show the Transaction Status drop-down. Affiliates can choose different status such as any or specified (pending, process, complete). 33
Affiliates can download reports in CSV and Excel formats by selecting the format option and click on the Export button. 34
3. HOW TO CONFIGURE In backend, admins can manage all information of programs, affiliates, banners, transactions as well as withdrawals. 3.1. How to manage Program (available in Platinum & Ultimate edition) Log in Back-end Affiliate plus Manage Accounts. The system provides these functions to manage the program: List all programs in the system Add/ Edit/ Delete a program Export programs to CSV/XML file Change status/ delete a mass of programs 3.1.1. Add a new program If you want to add a new program, please select the Add Program button in the Manage Programs page and then complete required information before saving: 35
As can be seen, there are 4 tabs in the above form: Program Detail: You need to fill in details of the program such as program name, description, status, visible, allow auto-join, apply to, from date, to date, priority to create a new program. No Field Sample Description 1 Program Name 2 Description 3 Status Enabled 4 Visible Yes 5 Allow Auto-join Yes 6 Apply to All Affiliates This is the name of new program users want to creat. This field must be filled in to explain about conditions & benefits of affiliates. The Description field can be written in HTML for better display. Choose Enabled to set the program s status will be shown in frontend. Allow the program will be shown in frontend. Allow new affiliates opt in to this program right after registering automatically. All Affiliates can joined this program. 7 From date Choose the program started date. 8 To date Choose the program ended date. 9 Priority Set the atomic number, the higher the atomic number, the higher priority. 36
Conditions: In this tab, you can choose which categories you want to apply to program. Plus, you can set up the conditions that can make orders eligible to the program. Commissions and Discounts: You can set up some information of commissions and discounts to apply for the program. Commission: 37
No Field Sample Description 1 Pay commission Choose pay commission type. 2 Commission Type 3 Commission Value 4 Use different commission from 2nd order of a Customer 5 Tier Commission Fixed Amount Yes Commission is paid as a fixed amount. The amount of commission that an affiliate can receive for his successful sales. You choose to configure a different commission from 2nd order of a Customer. Install the Tier Commission plugin to set the number of tiers, commission amount and commission type. Discount: 38
No Field Sample Description 1 Discount Type Fixed Amount per Item 2 Discount Value 10 3 4 Use different discount from 2nd order of a Customer Customer Applied 5 Affiliate Coupon Groups Yes Discount is paid as a fixed amount per Item. The amount of discount that a referrer can receive for each sale. You choose to configure a different discount from 2nd order of a Customer. Select Customer group that you want to apply discount. Install Affiliate by Coupon plugin to help you set up a code pattern to automatically generate unique coupons for Affiliates. Apply the program only to cart items matching the following conditions To manage discount & commission of certain products in cart, you can add condition here, such as Price in cart is equal or greater than 100. Affiliate Accounts: All affiliate accounts are listed for you to choose who can join in this program (if this program allows affiliates to automatically participate in, all affiliates can join in it whenever they meet the conditions of the program). 39
3.1.2. Edit an existing program If you want to edit an existing program, you can click on the Edit button or the program row which you want to edit as below: After editing the information you want, remember to click on the Save button to save it. This form has a Transactions tab that shows all the transactions of the affiliates who join in this program. 40
3.2. How to manage Affiliate accounts Log in Back-end Affiliate plus Manage Accounts. On this page, you can review the list of affiliate accounts as well as create a new account. Affiliate Account Information is available in each store. Add Account: To create a new account, you can click on the Add Account button, which will redirect you to the Add Account page. Then you should enter all required data in the General Information tab, Payment Information tab and choose the affiliate program you want in the tab Programs. After that, remember to click on the Save Account or Save And Continue Edit button to save your work. 41
Payment Information tab: Choose the Programs: 42
Edit Account: With all existing accounts listed in grid, you can click on any account you want to edit. You will see all data of an account in 7 tabs that are General Information, Payment Information, Coupon Code, Programs, History transaction, History Withdrawal, Tier affiliates General Information tab: The Key Shop field is required for affiliates to create sub-store link in the frontend (Refer to Section 2.12 for details). Admin can set the Key Shop and change it later if any request from affiliates. 43
Payment Information tab: Admin can manually add/subtract the commission in the affiliate s balance. Simply insert the certain amount of money in the Update Balance field, then Save Account. Coupon Code tab: Programs tab: 44
History transaction tab: History Withdrawal tab: Tier affiliates tab You can edit information in General Information tab. Then remember to click on the Save Account or Save And Continue Edit button to save your work. 45
Lifetime Customers tab: You can edit information in the General Information tab. Then remember to click on the Save Account or Save And Continue Edit button to save your work. 3.3. How to manage banners In order to manage banners, log in Back-end Affiliate plus Manage Banners. Add Banner: When clicking on the Add Banner button, a form with necessary information will appear for admin to fill in (you can choose store for banners on the left panel): Title: The banner s title Program Name: Choose program for banner Type: Type of the banner (image, flash or text link). Source file: The field to upload the banner (only available for image and flash types of banner). 46
Width: Set the width for the banner (only available for image and flash types of banner). Height: Set the height for the banner (only available for image and flash types of banner). Link: URL to the banner. Status: The state of banner (enabled / disabled). 3.4. How to manage transactions Log in Back-end Affiliate plus Manage Transactions. Admin can obtain information of orders through an affiliate such as order value, discount, commission and receiver as well as the states of orders. View Transaction: Admin can also view details of a transaction by clicking on the store to which it belongs. 47
New feature v 4.2: Allow admin to add Affiliates coupons when creating orders in back-end. Take following steps to creat new orders: Log in Back-end Sales Orders. Click the Creat New Order button. You will be navigated to Creat New Order page. Choose any Customers you want to creat a new order for. Enter all required information such as: Order Currency, Add Product, Coupon code. The Creat New Order page is displayed as following: 48
When a coupon code is applied, the system will automatically subtract money from the order as following: Add New Transaction: Admin can create transaction manually by clicking on Add New, select the specific order and edit transaction information including Affiliate Account Email and the commission. Then, remember to choose Save Transaction or Save and View. 49
3.5. How to manage withdrawals Add Withdrawal: To add a new Withdrawal, you can click on the Add Withdrawal button at the top left of the page. Then you will be navigated to the Select Account page shown as below: This page shows all the accounts of the system. You can search and choose any account you want to add withdrawal by clicking on that line. The system will show Add Withdrawal page as below: 50
You should pay attention to some following fields: Balance: the amount of money you want to pay for an affiliate account Fee: the money that you or the affiliate has to pay (you can configure the one who pays fee) PayPal Email: the email of the affiliate account to receive the money. System will automatically fill up this field with the email which the affiliate registered in frontend. After entering all the data, you click the Save and Pay Manually button to transfer the money. Edit Withdrawal: You can edit withdrawal by clicking on any withdrawal you want. But remember that you can only edit the withdrawal with the Pending status. With withdrawals in other status, you only can view this information. You will be navigated to the Edit Withdrawal page, on which you can only edit the amount and the withdrawal fee. Then you can complete or cancel withdrawal by clicking on the Complete Manual and Cancel button. 51
3.6. How to use reports (available in Platinum & Ultimate configuration) 3.6.1. View charts of affiliate reports In order to view charts of the affiliate statistics, you can take following steps: Log into Back-end Go to Affiliate Plus Reports Dashboard The chart view page will then be displayed with many details: General information of your affiliate system in a specific period of time Pie charts of traffic and transactions 52
Line chart of sales, transactions, commissions and traffics in a period of time Total sales, transactions, commissions and traffics A grid of new accounts, bestseller products, top affiliates and top referrers General information of your affiliate system: This part shows information of your affiliate system such as lifetime sales, total commissions, total transactions, total affiliate account and total payout: 53
Pie charts of traffic and transaction activities: As can be seen, traffics and transactions are illustrated by two pie charts. The first provides data of total clicks and unique clicks while the latter shows figures of pending, completed and cancelled status. Line chart: In this part, there are 5 tabs showing 5 charts of sale amounts, transactions, commissions, clicks and impressions. These charts will display the data of your affiliate system in the specific period you choose in Select Range drop-down. Sales amount tab: shows the state of your sales from your affiliate system. The x-axis is the time and the y-axis is your sales (unit is the base currency). 54
Transactions tab: shows the total number of completed transactions in your system. 55
Commissions tab: shows the total commissions that affiliates received from your affiliate system. Clicks tab: displays the total unique / total clicks on your site. The number of unique click(s) of a period is calculated by the number of IP addresses clicking on your banner via affiliate links during that time. 56
Impressions tab: displays the total unique/ total impressions for your site. Unique impression(s) of a period is calculated by the number of IP addresses that visit your affiliate banner during that time. Totals bar: shows the total of sales amount, transactions, commissions, unique/total clicks and unique/total impressions in your current period. Grids tab: contains the grids of new accounts, bestseller products, top affiliates, and top referrers. New account: allows you to view information of new accounts in your system including name, email address and the time they registered. Click on each row to go to the Edit account page. 57
Bestseller product: helps you follow which product is the most bestselling in your Affiliate program. Top affiliates: These are top accounts which are sorted according to their total sales. Top Traffic Sources: shows the most effective links based on the total clicks or unique clicks. 58
3.6.2. Get sales report To get reports on sales of your affiliate system, you can: Login Backend Go to Affiliate plus Reports Sales Report The Total Sales Report page will be displayed as below: On this page, you can choose the store and some other filters (grouped by, period, from date, to date, transactions status) to show the report. After completing the filter form, you just click on the Show Report button to view the result. You can export this report to file in CSV or Excel XML format. 59
3.6.3. Get clicks report To get clicks report from your affiliate system, please take following steps: Log into Backend Go to Affiliate plus Reports Clicks Report Then take the same steps as when you obtain sales reports. Just like when you obtain the sales reports, after you complete the filter form, click on the Show Report button to get your report: In this result grid, you can see that the total number of unique clicks is not equal to the sum of all rows. It is because an IP address which visits your site from different referrers and URL paths in different periods will be calculated one time only for a unique click. 3.6.4. Get impressions report To get impressions reports from your affiliate system, please take the steps below: Log into Backend Go to Affiliate plus Reports Impressions Report After completing the filter form, just click on the Show Report button to get your report: 60
3.6.5. Get bestseller product report To get impressions reports from your affiliate system, please take the steps below: Log into Backend Go to Affiliate plus Reports Bestseller Product Report After completing the filter form, just click on the Show Report button to get your report: 61
3.6.6. Get affiliate account report To get affiliate account reports from your affiliate system, please take following steps: Log into Backend Go to Affiliate plus Reports Affiliate Account Report After completing the filter form, just click on the Show Report button to get your report: 3.7. How to configure the module Go to Affiliate Plus Settings 62
General Information tab: No Field Sample Description 1 2 3 Enable Affiliate Plus Module Show Affiliate link in frontend Welcome using CMS page Yes Yes Affiliate link will be shown in frontend. Choose the Affiliate welcome page from CMS pages. 4 Show Material page Yes Allow showing Material page in frontend. 5 6 7 8 Material page using CMS Cookie (days) Affiliate Parameter Expiry URL Value Type for Affiliate URL Parameter 360 Affiliate ID Creat CMS page and manage there The number of days for admin to store cookies of this program. For example, you can fix a 10-day period. This means when a referrer purchases any item in your site through affiliate link; he and the affiliate will receive discount and commission within 10 days. In case the purchase failed, the affiliate will not receive commission and the invited-customer will buy products without discount. You can change Affiliate URL parameter and replace the default identify code with the affiliate ID to make the link shorter & friendlier. 63
Account Configuration tab: 64
No Field Sample Description Affiliate Sign-up 1 Auto creat Affiliate account when Customer registers 2 Terms and conditions 3 Sign-up description 4 5 Require address when signing up Require Paypal email when signing up Yes Yes Yes 6 Need admin's approval Yes 7 Account Balance Notification after signing up Affiliate accounts will be created when users register a login account. Admin can edit general and special arrangement, provisions, requirement, rules... or use provided content. This is the description to sign up in affiliate login form. Users are required to provide their address information when signing up an Affiliate account. Users are required to provide their Paypal email when signing up an Affiliate account. Affiliate accounts need to be approved by admin when users register an account. This is the notification to users after signing up. 8 Account Balance Scope Store Affiliates can use their balance in each store. 65
Commission Configuration tab: No Field Sample Description Pay per Sales/Profit Commission 1 Pay commission Pay per Sales Commission is paid based on sales 2 Commission type Fixed Commission is a fixed number. 3 Commission value 10 4 Use different commission from the 2nd order of a Customer Lifetime Sales Commission 5 Lifetime Commissions Process Commission 6 7 Sales Allow affiliate to get commission from his purchase Add commission to account when order status is Yes Yes Yes Complete 8 Holding period 1 9 Subtract commission from account balance when credit memo is created Yes The amount of commission that an affiliate can receive for his successful sales. You choose to configure a different commission from 2nd order of a Customer. You allow enabling Lifetime Sales commission. Once an affiliate has succeeded in referring a friend to your store, he can be entitled to the whole-life commissions from that friend s transactions. For example, when a Customer is introduced to buy your products through affiliate A for his first time and through affiliates B, C the second time, third time, etc., this feature can allow you to add commission for A only. Affiliates receive commission even when they complete a purchase on-site. Commission will be added to the account balance when orders are complete. You choose to hold back your affiliates commission in this period. Allow subtracting commission from balance when credit memo is created 66
10 Subtract commission from account balance when order status is Canceled When order is in this status, commission will be subtracted from balance. Tier Commission (available in Platinum & Ultimate edition) 11 Number of Tiers 3 3 tier level will be created. 12 Tier Commission Value & Type You can manage the value and type of tier commission. 13 Use different commission from 2nd order of a Customer No Apply the same commission set above to all orders From version 4.4, admin can add/remove Lifetime Customers for a specific affiliate account. In details, admin should start with enabling the function Lifetime Sales Commission in backend. After enabling the function, admin accesses Affiliate Plus > Manage Accounts > choose the Affiliate account in order to add/remove Lifetime Customers manually of that Affiliate. 67
Affiliates can list down their lifetime customers and send to admin for approving and updating in the backend. The admin changes the lifetime customers of specific affiliates by adding or removing customer s emails. After editing the information, click on Save Account to update. *NOTE: If the customer s email has been already existed as the lifetime customer of one affiliate, that email cannot be added as the lifetime customer for any other affiliate. After the customer s email has been added, the affiliate starts to receive the commission as well as the notification email as normal. In the backend, the commission that the affiliate receive will be shown and after on-hold time (set by admin), it will automatically be added to the affiliate s account. 68
Discount Configuration tab: No Field Sample Description 1 When there's Shopping cart discount, apply 2 Discount Type Fixed/ Percentage 3 Discount Value 10 4 Use different discount from the 2nd order of a Customer 5 Discount displayed Yes/No The basis of calculating discounts. The amount of discount that a referrer can receive for each sale. Allow configuring different discount from the 2nd order of a Customer. There are two options including on shopping cart page and on product pages 69
Coupon Configuration tab (available in Platinum & Ultimate edition) No Field Sample Description 1 Enable Coupon plugin Yes Admin can creat coupon for Affiliates. 2 Coupon Code Pattern 3 Use affiliate and sale coupon simultaneously Yes Used to generate coupon codes for Affiliates. Allow using both affiliate coupon and sale rule coupon at once. Withdrawals Configuration tab: 70
No Field Sample Description 1 Default payment method 2 Use commission as store credit Yes 3 Allow withdrawal request Yes 4 Payout requirement 50 5 Tax Class for Withdrawal Default 6 Subtract account balance immediately when a request withdrawal is created Yes 7 Who pays transaction fee Payer 8 Allow affiliates to cancel withdrawal request within 1 Select default payment method when affiliate request payment. You allow your affiliates to use commission at checkout on your site. You allow your affiliates to request withdrawals. The minimum amount for an affiliate to request withdrawal. You can configure the tax class to calculate tax for withdrawals. An account balance will be subtracted right away when withdrawal is requested. Payer (Admin) will be the one who pays fee of using PayPal method. Affiliates can cancel the request within 1 day. Email Configuration tab: No Field Sample Description System Email Sender 1 Sender Name 2 Sender Email Affiliate Sign-up email Fill in the name used to send emails from system to affiliates. Email address used to send email from system to affiliates. 3 Send email to new affiliate Yes Allow sending email to new affiliates. 4 5 Email template sent to newly registered affiliates Email template sent to newly approved affiliates 71
6 7 Send email to admin when a new affiliate registers Email template sent to admin when a new affiliate registers Transactions Process Email 8 9 10 11 12 13 14 Send email to affiliates when a transaction is created Email template sent to affiliates when a transaction is created Send email to admin when a transaction is created Email template sent to admin when a transaction is created Send email to affiliates when a transaction status is changed (canceled, completed or reduced commission) Email template sent to affiliates when a transaction status is changed (canceled or completed) Email template sent to affiliates when commission of a transaction is reduced Withdrawal Email 15 16 Send email to admin when an affiliate requests withdrawal Email template sent to admin when an affiliate No Yes Yes Yes Yes Allow sending email to admin when a new affiliate registers. Allow sending emails to affiliates when a transaction is created. Allow sending email to admin when a transaction is created. Allow sending email to affiliate when a transaction is changed. Allow sending email to admin when an affiliate requests withdrawal. 72
requests withdrawal 17 Email template sent to affiliate when withdrawal is processed 18 Email template of Payment verification Friend Referring Email 19 Friend referring email template Tier Commission Email 20 21 22 23 24 Report Email 25 Send email to tier affiliate when a transaction is created Email template sent to tier affiliate when a transaction is created Send email to tier affiliate when transaction status is changed Email template sent to tier affiliate when transaction status is changed Email template sent to tier affiliate when commission is reduced Send report email to affiliate Yes Yes Yes 26 Report sending frequency Weekly 27 Report email template Allow sending email to affiliate when a transaction is created. Allow sending email to affiliate when transaction is canceled, completed or reduced commission. Apply when transaction is canceled or completed. Allow sending report email to affiliate Report email is sent to affiliate once a week. 73
Click/View Fraud Detaction Configuration tab: No Field Sample Description 1 Use standard Magento image link to track banner No 2 IP Reset Time (days) 7 Allow using standard Magento image link to track banner After this time, a new click/view from each IP will be counted as an unique click/view. 3 Detect by Iframe Yes Allow enabling detect by Iframe 4 Detect by Cookie Yes Allow enabling detect by Cookie 5 Detect by Software Yes Allow enabling detect by Software 6 7 8 Detect Proxy by Header Select Variables Detection Header for Proxy Detect Proxy by gethostbyaddr Function Yes No Allow enabling detect Proxy by Header Allow enabling detect Proxy by gethostbyaddr Function 9 Detect Proxy by IP Bank Report Configuration tab (available in Platinum & Ultimate configuration) 74
No Field Sample Description 1 Enable Frontend Report Yes Frontend report will be allowed to display. 2 Enable Charts Charts will be allowed to display. 3 Year-To-Date Starts 4 Current month starts Select the month and day that is the beginning of the fiscal year. Select the day of the month to be used as the starting point for reports. Multi-program Configuration tab: No Field Sample Description 1 Enable Module Multi Program Yes Allow users to creat and manage multi-program 2 Show default affiliate program in frontend Yes Default affiliate program will be displayed in frontend. Tier commission configuration tab: Select Yes/No to choose whether to enable Tier Commission plugin. 75
Friends Referring Configuration tab: No Field Options Description Refer Friend link 1 Allow refering friend via 2 3 4 Show on list Product Listing page Show on Product Detail page Show on My account/ Affiliate Menu Refer friends Page Yes/No Yes/No Yes/No Select social channels to enable in frontend. This allows you to choose whether to enable Refer friends links on Product Listing page. This allows you to choose whether to enable Refer friends links on Product Detail page This allows you to choose whether to enable Refer friends links on My account page/ Affiliate menu. 5 Referring URL Prefix user/ 6 Description 7 Sharing Message 8 9 Default Subject of Invitation Default Inviting Email Content Social Configuration 10 Default Message Shared on Facebook This is the Personal Url Prefix in an affiliate s customized Url. This is the description for referring friends to earn money shown in frontend. This is the description for sharing above sharing boxes such as Facebook, email box, etc. The default invitation email subject used when affiliates send emails to friends. The default invitation email content used when affiliates send emails to friends. Default message that affiliates post on Facebook 11 Facebook Application ID APP ID and APP Secret are provided by 76
12 13 Facebook Application Secret Default Message Shared on Twitter Facebook when registering the domain with Facebook. Default message that affiliates post on Twitter. Style Configuration tab: You can manage your Affiliate Plus style by choosing your own selection with following sections: Responsive Theme, General Selection, Left Navigation Style, Popup Style, Button Style (on the Affiliate Home page). 3.8. How to configure PayPal Log into Backend System Configuration 77
Select the Affiliate Plus Payment Method tab on the left navigation Recurring Payment Configuration tab No. Field Sample Description 78
1 Activate Yes/No Activate this module or not 2 Period of auto payout 3 4 Recurring pay for account that has a pending request Auto complete Withdrawal Weekly/Monthly/ Yearly/Custom Period Yes Yes Period type for recurring payment Allow recurring payments for which account has a pending request. 5 Payout type Fixed/Percentage Type of payout Allow to transfer money to affiliate account immediately through the paygate. 6 Payout Amount 10 The value of payout amount Offline Payment Method tab: No. Field Sample Description 1 Activate Yes/No Activate this method or not 2 Label Offline Payment Label of the payment method will be shown in front-end. 3 Require Authentication Yes Allow sending verification code to Customers to confirm the payment. PayPal Payment Method tab: 79
No. Field Sample Description 1 Activate Yes/No Activate this method or not 2 Label PayPal Payment Label of this payment method will be shown in front-end. 3 Require Authentication Yes Allow sending verification code to Customers to confirm the payment. 4 Use recurring payment Paypal Yes Allow recurring payments when using Paypal payment 5 Use your PayPal Merchant Email Yes Allow using Paypal Merchant Email which is set as default on Paypal config Bank Transfer Payment Method tab: 80
No. Field Sample Description 1 Activate Yes/No Activate this method or not 2 Label 3 Require Authentication Bank Transfer Payment Yes Label of this payment method will be shown in front-end. Allow sending verification code to Customers to confirm the payment. Moneybookers Payment Method tab: 81
No. Field Sample Description 1 Activate Yes/No Activate this method or not 2 Label 3 4 Use for Recurring Payment Moneybookers merchant email/password Moneybookers Payment Yes/No Label of this payment method will be shown in front-end. Use this method for Recurring Payment or not Information of your Moneybookers account ---------------THE END--------------- 82