Difference between revisions of "Affiliate/Configure"

From aMember Pro Documentation
Jump to: navigation, search
(How to Edit an Existing Affiliate)
 
(9 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
== Introduction ==
 
== Introduction ==
  
Using aMember, you can add new affiliate to your website or edit existing affiliate accounts. You can choose from the three types of affiliate appearances which are banners, text links, or light boxes. In the Control Panel, you can directly add or edit affiliates to your website through Affiliates->Manage Banners and Text Links.
+
aMember includes a built-in, highly configurable, 2-tier affiliate program. The marketing assets available to affiliates are image banners, text links, and light boxes.  
  
== How to Add a New Affiliate (Banners) ==
+
==How to Activate and Configure the Affiliate Module==
  
Choose the Banners button. Then, click the New Record button and a form will open. You will be asked to input the following:
+
To activate the Affiliate Module, follow these steps:
*Title
 
*Redirect URL
 
*Description
 
*Image
 
*Size
 
The Title, Redirect URL, and Image are required parameters. The Description and Size are optional. After you have entered the necessary information, make sure that you click the Save button.
 
  
== How to Add a New Affiliate (Text Links) ==
+
#Click on the "Configuration" bar in the left panel
 +
#Click on the "Setup / Configuration" button in the left panel
 +
#Click on the "Plugins" button in the top menu
 +
#From the Enabled Modules drop down menu, click on "aff-This module handles management of affiliate program"
  
Choose the Text Links button. Then, click the New Record button and a form will open. You will be asked to input the following:
 
*Title
 
*Redirect URL
 
*Description
 
The Title and Redirect URL are required parameters. The Description is optional. After you have entered the necessary information, make sure that you click the Save button.
 
  
== How to Add a New Affiliate (Light Boxes) ==
+
[[File:Aff_1.png]]
  
Choose the Light Boxes button. Then, click the New Record button and a form will open. You will be asked to input the following:
 
*Title
 
*Redirect URL
 
*Description
 
*Lightbox Thumbnail Image
 
*Lightbox Main Image
 
The Title, Redirect URL,  Lightbox Thumbnail Image, and  Lightbox Main Image are required parameters. The Description is optional. After you have entered the necessary information, make sure that you click the Save button.
 
  
== How to Edit an Existing Affiliate ==
+
The Plugins Setup/Configuration Page will then show the affiliate module as activated.
  
To edit an existing affiliate, you need to click on the Edit Record button as seen below. Then, the corresponding forms will appear depending if you are editing banners, text links, or light boxes. Again, make sure that you click the Save button after editing.  
+
#To deactivate the affiliate module click on the "X"
 +
#Click on the "Save" button to complete the activation of the affiliate module.
  
[[File:Edit_Affiliate_Record.png]]
 
  
If you want to remove the existing affiliate permanently, click on the Delete Record button which is right beside the Edit Record button.
+
[[File:Aff_2.png]]
 +
 
 +
 
 +
To configure the affiliate module follow these steps:
 +
 
 +
#'''Affiliates Button''' - Click on the "Affiliates" button in the top menu to open the Affiliates Setup/Configuration Page
 +
#'''Accepted Payout Methods''' - Set the affiliate payout method. The choices for this field are:
 +
##PayPal
 +
##Offline Check
 +
##Ikobo
 +
##Moneybookers
 +
##SafePaySolutions
 +
#'''Affiliate Cookie Lifetime''' - Enter the number of days your site will "remember" a visit with an affiliate link.
 +
#'''User-Affiliate Relation Lifetime''' - how long (in days) calculate commission for referred affiliate
 +
#'''Affiliate Signup Type''' - Set the way that users can become an affiliate. the choices for this field are:
 +
##Default - user clicks a link to become affiliate (Link is provided in the user's membership area)
 +
##All new users automatically become affiliates
 +
##Only admin can enable users as an affiliate (Affiliate settings are added to the bottom of each user's page in the Admin control panel)
 +
#'''Affiliate Registration E-Mail''' - Check this box to send email to a user that becomes an affiliate. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
 +
#'''E-Mail Commission to Admin''' - Check this box to send email to the site admin when an affiliate sale is made. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
 +
#'''E-Mail Commission to Affiliate''' - Check this box to send email to an affiliate when an affiliate sale is made. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
 +
#'''Affiliates Payout Day''' - Enter the date of the month to generate affiliate payouts
 +
#'''Minimum Payout''' - Enter the minimum amount that must be met before an affiliate payout is sent
 +
#'''Delay Payout (days)''' - Enter the number of days after an affiliate is eligible for a payout before the payout is sent.
 +
#'''Affiliate can view Sales Details''' - Check this box to allow affiliates to log into aMember and view sales details
 +
#'''Default Commission''' - The default commission has three options
 +
##Paid Signup (first customer payment) - Set the commission rate (by fixed amount or percentage) to be paid to the affiliate on the initial sale of a product.
 +
##Rebill - Set the commission rate (by fixed amount or percentage) to be paid to the affiliate on recurring billing.
 +
##Custom Commission Rules - For configuring Custom Commission Rules, see this page.
 +
#'''Save''' - After making any changes on this page always click on the "Save" button
 +
 
 +
 
 +
 
 +
[[File:Aff_3.png]]

Latest revision as of 08:45, 19 November 2013

Introduction

aMember includes a built-in, highly configurable, 2-tier affiliate program. The marketing assets available to affiliates are image banners, text links, and light boxes.

How to Activate and Configure the Affiliate Module

To activate the Affiliate Module, follow these steps:

  1. Click on the "Configuration" bar in the left panel
  2. Click on the "Setup / Configuration" button in the left panel
  3. Click on the "Plugins" button in the top menu
  4. From the Enabled Modules drop down menu, click on "aff-This module handles management of affiliate program"


Aff 1.png


The Plugins Setup/Configuration Page will then show the affiliate module as activated.

  1. To deactivate the affiliate module click on the "X"
  2. Click on the "Save" button to complete the activation of the affiliate module.


Aff 2.png


To configure the affiliate module follow these steps:

  1. Affiliates Button - Click on the "Affiliates" button in the top menu to open the Affiliates Setup/Configuration Page
  2. Accepted Payout Methods - Set the affiliate payout method. The choices for this field are:
    1. PayPal
    2. Offline Check
    3. Ikobo
    4. Moneybookers
    5. SafePaySolutions
  3. Affiliate Cookie Lifetime - Enter the number of days your site will "remember" a visit with an affiliate link.
  4. User-Affiliate Relation Lifetime - how long (in days) calculate commission for referred affiliate
  5. Affiliate Signup Type - Set the way that users can become an affiliate. the choices for this field are:
    1. Default - user clicks a link to become affiliate (Link is provided in the user's membership area)
    2. All new users automatically become affiliates
    3. Only admin can enable users as an affiliate (Affiliate settings are added to the bottom of each user's page in the Admin control panel)
  6. Affiliate Registration E-Mail - Check this box to send email to a user that becomes an affiliate. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
  7. E-Mail Commission to Admin - Check this box to send email to the site admin when an affiliate sale is made. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
  8. E-Mail Commission to Affiliate - Check this box to send email to an affiliate when an affiliate sale is made. A default message is provided; however, the message can be edited as needed by clicking on the "Edit E-Mail Template" link.
  9. Affiliates Payout Day - Enter the date of the month to generate affiliate payouts
  10. Minimum Payout - Enter the minimum amount that must be met before an affiliate payout is sent
  11. Delay Payout (days) - Enter the number of days after an affiliate is eligible for a payout before the payout is sent.
  12. Affiliate can view Sales Details - Check this box to allow affiliates to log into aMember and view sales details
  13. Default Commission - The default commission has three options
    1. Paid Signup (first customer payment) - Set the commission rate (by fixed amount or percentage) to be paid to the affiliate on the initial sale of a product.
    2. Rebill - Set the commission rate (by fixed amount or percentage) to be paid to the affiliate on recurring billing.
    3. Custom Commission Rules - For configuring Custom Commission Rules, see this page.
  14. Save - After making any changes on this page always click on the "Save" button


Aff 3.png