You can add and manage affiliates within the Affiliates section of the CRM.
With the affiliate system you have the ability to:
1. Add an unlimited number of affiliates
2. Track Clicks (via API)
2. Setup & track 3rd party post-back pixels for your product sales (Post-Back Only)
3. URL tracking and pass affiliate values (via API)
To add an affiliate:
1. Navigate to CRM menu CRM > Affiliates
2. Click on "+ New"
3. Enter a Name
4. Click Save, and then you'll be directed back to the Affiliates page.
5. Click on the Edit icon under the affiliate you just created in order to get into the affiliate's settings.
6. To append the affiliate to an existing affiliate user account, click on the Users tab on the left. Note: This step is optional and not required. Follow this step if your affiliate requires affiliate user access to your account. A user account for the affiliate must already be created in order to complete this step. Follow this link to learn to how to create a new user account.
How to Add Affiliates to Your Sites/Campaigns
There are 2 ways to add an affiliate to your site.
1. From the Affiliate setting's page:
a. While on the affiliate settings page, click on Sites on the left menu.
b.. Select a site from the Add Site dropdown and then click the + button on the right of the select box to add the site. Repeat for other sites as required.
2. From the Site settings page:
a. Go into your site's settings page (CRM menu CRM > Sites, click the Edit option under Actions for the site).
b. Scroll down to the affiliates box, and click on + New
c. Select the affiliate and enter the Step1comm and Step2comm if you'd like to track the CPA for the affiliate, and Save.
Note: Once you are done adding your affiliate using the first method (Step #1), the option to add a commission value for your sales and upsell could be done by repeating Step #2 above, but instead of adding the affiliate to your site, the affiliate would already be listed, and click on the edit button to enter a commission.
How to add Click tracking
Click tracking must be setup within the API integration of your site that you want track clicks on. This is optional and not required.
Please refer to the API: Add Click API
How To Setup Affiliate URLs for affiliate tracking
In order to track your affiliates and sub-affiliates, you must code your API integration to pass affiliate values into the CRM from your site's URL.
You must code your integration to accept values for ONE affiliate id and up to FIVE sub-ids. Although you can decide on what variable names to use, we recommend coding the affiliate variable to “affid” and all your sub variables from "s1" to "s5".
Here is what the URL tracking string will be if using the above variable names.
URL Tracking String: ?affid=[affid]&s1=[s1]&s2=[s2]&s3=[s3]&s4=[s4]&s5=[s5]
You would need to add this to the end of your sites URL, and be sure to add the proper affiliate id and pass it as "affid"
Ex: If you’re site is myoffer.com and your affiliate id is UZHTRL7C, then your URL Tracking String would be:
https://www.myoffer.com/?affid=UZHTRL7C&s1=[s1]&s2=[s2]&s3=[s3]&s4=[s4]&s5=[s5]
Please refer to the API Add Customer call/example, click here.
Affiliate Report
Once you have completed adding the Affiliate to the CRM, assigned the affiliate to your site(s), completed the API integration with the affiliate and sub id variables and have setup, the Affiliate is now able to be properly tracked within the CRM.
The Affiliate's sales & activity can be viewed within the Affiliate Report, and most of the CRM's reporting has Affiliate filters as well, including the Dashboard.
The Affiliate Report provides a detailed snapshot of your affiliate sales history, as well as the commissions earned by your affiliates.
Note: The Affiliate Report reports commission only for your main product and first upsell product only.