AFFILIATE PLUS MAGENTO 2 - Spozend · 2020-05-31 · How to Manage Affilaite Transactions ... which...

2018

11/8/2018

AFFILIATE PLUS MAGENTO 2

Magento 2 Affiliate version 1.0 Page 1

Table of Contents 1. Introduction

Outstanding features .......................................................................................................................... 2

2. How to use

2.1. Affiliate Welcome Page ................................................................................................................. 3

2.2. Sign up for an Affiliate Account ................................................................................................... 4

2.3. How to Manage Affiliate Info ....................................................................................................... 5

2.4 Affiliate Programs .......................................................................................................................... 5

2.5. How to Use Promo Banners & Refer Links ................................................................................. 6

2.6. Refer Friends ................................................................................................................................. 8

2.6.1. On Account Dashboard................................................................................................................................. 8

2.6.2. On Category page and Product Detail page ........................................................................................ 10

2.7. How to Manage Commissions .................................................................................................... 11

2.7.1. Manage Commissions ................................................................................................................................. 11

2.7.2. Use Commissions .......................................................................................................................................... 12

2.8. How to Manage Withdrawals ...................................................................................................... 13

2.9. How to View Traffics Source ...................................................................................................... 17

3. How to configure

3.1. Manage Affiliate Accounts .......................................................................................................... 18

3.2. How to Manage Affiliate Programs ............................................................................................ 19

3.3 How to Manage Banners Slider ................................................................................................... 23

3.4. How to Manage Affilaite Transactions ....................................................................................... 24

3.5 How to Manage Affilaite Withdrawals ........................................................................................ 25

3.5.1. Add Withdrawal: .......................................................................................................................................... 26

3.6. How to Configure General Settings ............................................................................................ 28


1. INTRODUCTION

Affiliate Plus is the perfect Magento affiliate extension to create your own Magento affiliate

program, which has been proved to be the most effective marketing solutions for every

online store nowadays. Affiliate programs help boost sales, increase traffic, bring back

quality leads and better SEO rankings. Starting with the Standard edition, it's responsive and

fully consists of all the basic, essential features for your stores affiliate program success.

Outstanding features:

For Affiliater

Able to post banners, script / code on websites, forum, blogs as well as

share on social networks such as Facebook, Twitter and Google+, etc.

Able to manage payments, commissions and referrers

Commission was auto added to an affiliate account once a transaction is completed.

Able to request payment when the commission has reached the limit of payment

For Admins

Can view or edit accounts information (name, email, balance, payment etc.)

Can design the banner to refer .

Able to manage accounts, commissions, transactions in each store separately or all

stores all together.

View all transactions and their status.

Others:

Support responsive themes

Easy to install and configure

User-friendly interface


2. HOW TO USE

2.1. Affiliate Welcome Page

After install the affiliate module. The affiliate welcome page is : https://your-

domain/affiliateplus.

You can see that affiliate link in the footer

When a visitor clicks on this link, he can view the Affiliate Home page

This is a CMS page so you can customize its content.

https://your-domain/affiliateplus

https://your-domain/affiliateplus


2.2. Sign up for an Affiliate Account

When visitors click on the Signup tab, they will be redirected to the Affiliate

Registration page.

- Form 1: When visitors have not registered any accounts in your store, they will be required

to fill in all information as below.

- Form 2: When visitors have had a customer account already but have not registered as an

Affiliate yet.they will need to fill in additional information required to join your Affiliate

program.

• If Customers have already had an Affiliate account on your site, the Affiliate system

will require them to log in:


2.3. How to Manage Affiliate Info

After logging in to the system, Customers can view their affiliate information

including Affiliate Welcome ,My Balance,My Affiliate Programs, Promo Banners & Refer

Links, Refer Friends, Affiliate Commissions,

Withdrawals, Traffics, Settings and Logout.

• Customers can change their personal information in the Settings tab.

2.4 Affiliate Programs

When affiliates click to My Affiliate Programs tab , it will show all program that affiliate

has joined.


Click to opt out action to get out from that affiliate program, click to Other Programs button

to see all the available program.

2.5. How to Use Promo Banners & Refer Links

The Promo Banners & Refer Links tab provides affiliates with all banners and custom

links which they can add to their websites, blogs or forums.... This page contains 2 sections

as follows:

• The Affiliate Link :

Affiliater can copy any links on your website such as product URLs, category

URLs, etc. and then paste into the textbox. After clicking on Get Link, affiliate module will

have unique links identified by their affiliate ID to share anywhere else.


• The Banners section:

In this section, affiliates can filter banners by banner type (Image, Flash or

Text) or banner size.

Each banner has a source code for affiliates to put on websites. In addition,

affiliates are able to share banner links on social networks like Google+,


Twitter, Facebook by clicking the corresponding icons.

Affiliates can easily track clicks and impressions of each banner.

2.6. Refer Friends

2.6.1. On Account Dashboard

Go to My Affiliate Plus → Refer Friends tab, then affiliates can see the interface as below:

- Affiliates can refer their friends by sharing an affiliate link through email

or social channels (Facebook, Twitter, Google+).

- Before sharing a link, affiliates can customize the link to make it friendlier. In


order to do this, they tick on the Custom URL checkbox, enter their preferred

links suffix before clicking on Save button.

- To refer friends via email, affiliates need to copy the text from area text and paste to email

when email content box.

-To share links on Facebook, affiliates just click on Facebook tab. Then the

form to edit status and post it

to their Facebook will appear:


- Affiliates can share Twitter, Google+ as same as Facebook.

- Also in this Refer Friends page, affiliates can view information of traffic from

different sources:

2.6.2. 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 pages and Product Detail pages.

Category pages

Product detail page:


Affiliates just click to icon to share that product.

2.7. How to Manage Commissions

2.7.1. Manage Commissions

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).


When the order status is complete, the affiliate will gain commission, the level of which is

configured by you in backend. Affiliates can follow their commission balances by clicking

on the Affiliate Commissions tab.

Here affiliates can view their current commission balance and other information such as

purchased date, purchased product, total amount, commission, additional commission and

status. They can also search commission by date, product name and status.

2.7.2. Use Commissions

Affiliates can use their commission balance in 2 different ways:

1: Request withdrawal to receive money


2 : Use commission as store credit to pay for future purchases at your store.

2.8. How to Manage Withdrawals

Affiliates can request payment if their account balances are more than the minimum amount

allow to withdrawal you have configured in backend. In the lMy Affiliate Account page,

click on tab Withdrawals. The Withdrawals History page will be shown as below.

• Step 1: Request the withdrawal amount.

Affiliates enter the amount that they want to receive and click on the Request Withdrawal

button.


• Step 2: Choose a preferred payment method

Affiliates will be redirected to Request Withdrawal page. On this page, the module provides

some payment methods for affiliates to withdraw including PayPal, Offline payment, Bank

Transfer Payment.

- PayPal: This is the default payment method of Affiliate . If affiliates

choose this method, module are required to provide their PayPal email.

- Offline Payment: affiliates can use the offline payment method to request payment. In this

case, they need to provide their existing address in the system or enter a new address.

Bank Transfer Payment: affiliates can use the bank transfer payment method to request his

payment. Their bank account information is required for this payment method. They can

use their bank account saved in the system or enter a new bank account.


• Step 3: Validate affiliates‟ payment info (Validations are required or not depending

on your settings in backend)

- After affiliates click on the Send Request button, the system will automatically email them

an authentication code and show the Verification Form popup as below:

- After entering the code in their email in the Authentication Code field, affiliates should

click on the Verify button to continue. After that, they will be redirected to the Review your

request and send page.

• Step 4: Review and confirm withdrawal request

On this page, affiliates can review some information of the request such as date,

amount, and method. If they want to edit any information, simply click on the Back to Edit

button. Otherwise, they can click Send Request to send the withdrawal request to admin for

approval. After that, the system will automatically subtract money from their commission

balance


- After sending the withdrawal request, the affiliate will instantly be navigated to the

Withdrawal History page.

- In this page,customer can view or cancel the withdrawal transaction if status is not

complete.


2.9. How to View Traffics Source

By clicking on the Traffics tab on the left menu, affiliates can view the summary of

commissions and traffics that they generated (the number of clicks on website banners):


3. HOW TO CONFIGURE

In back-end, you can set discount for referred customers, commission for affiliates as well

as manage all information of affiliate accounts, banners, transactions and withdrawals.

3.1. Manage Affiliate Accounts

Log in to Back-end → Affiliate plus → Manage Affiliate Account.

On this page, you can see the list of affiliate accounts include name, email, balance,

commission received, total paid ...Affiliate accounts can be managed by each store view.

• Add New Customer:

To create a new account, you can click on the Add New Customer button, which will

redirect you to the Add Account page. Then you should fill in all required data in 2 tabs,

including Name, Email Address and Paypal Email Address. After that, remember to click on

the Save Account or Save And Continue Edit button to save your work


• Edit Account:

Click on any account listed in grid to edit. An affiliate account‟s information and

performance will be shown in 3 tabs: General Information, Payment Information, Programs

3.2. How to Manage Affiliate Programs

Log in to Back-end → Affiliate Plus → Manage Affiliate Program

• Add 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.


• 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, and status, visible, allow auto-join, and apply to, from date, to date, priority to

create a new program.

No Field Description

1 Program Name This is the name of new program

2 Description This field must be filled in to explain about conditions

& benefits of affiliates. The Description field can be

written in HTML for better display.

3 Status Choose Enabled to set the program’s status will be

shown in frontend.

4 Visible Allow the program will be shown in frontend.

5 Allow auto-join Allow new affiliates join in to this program after

registering automatically.

6 Apply to Choice group customer to apply that program

7 Customer Groups Group customer can join that affiliate program

8 From Date Choose the program started date.

9 To Date Choose the program ended date.

10 Priority Set the integer number, the higher the integer number,

the higher priority.

Conditions: In this tab, you can choose which categories you want to apply to program. 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



1 Pay commission Choose pay commission type

2 Commission type Commission is paid as a fixed or percent

amount.

3 Commission value The value of commisson

4 Use different commission

from 2nd order of a

customer

If you choice ‘yes’ , you need to enter the

commission type and commission value for

2nd order

- Discount



1 Discount Type Discount is paid as a fixed amount per Item , percent

or Fix amount per cart

2 Discount Value The value of discount

3 Use different discount from

2nd order of a Customer

If you choice ‘yes’ , you need to enter the

commission type and commission value for 2nd

order

4 Customer Groups Applied Group customer can apply discount

• 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:

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).


3.3 How to Manage Banners Slider

To manage banners and links, go to Affiliate Plus → Manage Banners Slider.

The banner have supported 3 types :text , image, flash

Add Banner: click on the Add New Banner button and fill in the form with necessary

information.

• Title: set the banner’s name

• Banner Type: choose 1 among 3 types of the banner (image, flash or text link)

• Source File: select an image and upload to use as banner. This field is only available

for image and flash banners.

• Width: set the width for the banner (only available for image and flash banners).


• Height: set the height for the banner (only available for image and flash banners).

• Link: set a landing page URL for the banner.

• Status: enable or disable the banner

You can edit the banner after save it.

3.4. How to Manage Affilaite Transactions

Go to Affiliate Plus → Manage Affilaite Transactions.

- You can view information of orders through an affiliate such as order value,

discount, commission and recipient as well as the states of orders.

Simply click ‘edit ‘ on any transaction to view its details.


3.5 How to Manage Affilaite Withdrawals

Go to Affiliate Plus → Manage Affiliate Withdrawals. This page lists all withdrawals

requested by affiliates. You can view and filter by store view, affiliate account, amount, tax,

fee, method, recurring, requested date and status.


3.5.1. Add Withdrawal: 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 affiliate accounts in the system. You can search and choose an account

that you want to add withdrawal by clicking on it. The system will show you the Add

Withdrawal page.

- Withdrawal Amount: the amount of money that you want to pay for an affiliate. It

should be equal or greater than the minimum requested amount in Settings.

- Payment Method: choose one of the following methods to process the payment:

PayPal, Offline payment, Bank Transfer payment.

- Fee: the money that you or the affiliate has to pay (you can configure the one who

pays fee)


After entering all the data, you can choose one of the two ways to transfer the money that

are Auto-pay through the payment gateway and Pay manual.

- Auto-pay though the payment gateway: If you choose PayPal payment or Moneybookers

payment method, the system gives you this option to transfer the withdrawal faster. It

automatically pays through the gateway.

Click on the Pay Now button then you will be navigated to the Review your

payment and pay page to confirm the data.

After reviewing all the information, you need to click Pay button to transfer money to the

affiliate.


- Pay manually: if you don't want to pay automatically through the payment

gateways, you can click on the Save and Pay Manually button to save the withdrawal’s

information.

After saving, the amount will be automatically subtracted from the affiliate balance.You can

change the status of Withdrawal to Complete by editing it and clicking on the Complete

Manual button. Then you can transfer the money in other ways.

3.6. How to Configure General Settings

Go to Affiliate Plus → Settings, you can see some tabs to configure functions of Affiliate

Plus for each store view.


General Configuration tab:



1 Enable Affiliate Plus Module Allow using the Affiliate Plus module on your

website

2 Select Welcome page Choose the Affiliate Welcome Page from your CMS

pages

3 Show Material page Allow showing the Material page in affiliates

dashboard.

4 Cookie Expiry The number of days that the system stores cookies of

Affiliate program and tracks transactions for

affiliates.For example, if you set 30-day period. If a

referred visitor comes to your site through an affiliate

link and completes any order within 30 days, he will

receive

discount and the affiliate will earn commission.

After this period the affiliate don’t receive

commission, the referred customer cannot buy

products with discount.

5 Affiliate link parameter Use another parameter of affiliate URLs instead of

the default one (acc)

6 Type of Affiliate URL

Parameter

Use affiliates ID Identify code as value of their URL

parameter to refer.


Account Configuration tab:

No Field Descriptions

1 Auto create Affiliate account

when Customer registers

When visitors sign up for customer, the system will

auto create affiliate account if you choice ‘Yes’

2 Term and conditions The term and condition will show on affiliate register

page.

3 Sign -up description The text shown in the Signup description affiliate sign-

up form

4 Require address when

signing up

Required to provide their address information when

signing up an affiliate account if you choice ‘yes’

5 Required paypal account

when sign up

Required to provide their email address when signing

up an affiliate account if you choice ‘yes’

6 Need admin's approval Affiliate accounts need to be admin's approval after

users register when choice ‘yes’

7 Notification after signing up The notification message shown to users after signing

up successfully.

8 Account balance scope Affiliates can use their commission balance in the


scope ‘store’ ‘website’ or ‘global’

Commision configurations

No Field Desciptions

1 Pay commission -Pay per sales : Commission paid based on value of

sales orders.

-Pay per Profit : Commission paid based on value of

cost

2 Commission type Commission is a fixed amount or Percentage

3 Commission value The amount of commission

4 Use different commission from

2nd order of a Customer

Pay affiliates different commission

from 2nd order of a Customer

5 Lifetime Sales Commission When the 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...,the system adds


commission for A only.

6 Add commission to affiliate

account balance when order

status is

When an order is in this status, its commission will

be added to the affiliate‟s balance.

7 Holding period Commission will be hold back and not added to

affiliates‟ balance in Holding period (days)

after status of referred orders qualifies the

configuration above.

8 Subtract commission from

affiliate account balance when

credit memo is created

The system automatically subtracts from

balance when a credit memo is created.

9

Subtract commission from

account balance when order

status is

When an order is in this status, commission will be

subtracted from the affiliate’s balance.

Discount Configuration tab:


1 When there's shopping cart

discount, apply

- Both Affiliate program Discount and Shopping

cart Discount

-Only Affiliate program Discount

-Only Shopping cart Discount

2 Discount Type Discount type for referred customers

3 Discount Value The amount of discount that referred

customers can receive for each sale

4 Use different discount from 2nd

order of a Customer

Allow configuring different discount from the 2nd

order of a referred customer.


5 Discount displayed -On shopping cart page

-On product pages

Withdrawals Configuration tab:


1 Default payment method The default payment method when affiliate

request the withdraw

2 Use commission as store credit

Allow customer use commission as store

credit to purchase product

3 Allow withdrawal request

Allow affiliates to exchange commission

to money by requesting withdrawals.

4 The minimum balance in affiliate

account to request withdrawal

If you set this field is 50 $ .Affiliates have to

have at least in the balance to send a

withdrawal request.

5 Tax class for withdrawal Apply any tax class to calculate tax for

withdrawals.

6 Subtract affiliate account balance

immediately when a withdrawal

request is created

Affiliates commission balance will be

subtracted right away when a withdrawal is

requested.


7 Who pays transaction fee

Payer (Admin) will be the one who

covers transaction fee when paying

commission.

8

Allow affiliates to cancel

withdrawal request within

The days affiliates can cancel their pending

withdrawal request.

Email Configuration tab:


1 Sender Name Set the sender name used when the system sends

emails to affiliates.

2 Sender Email Set the email address used to send emails from system

to affiliates. If blank, the affiliate system will use

general store email address.

3 Send email to new affiliate

Allow sending email to new affiliates.

4 Email template sent to newly registered affiliates

5 Email template sent to newly approved affiliates

6 Send email to admin when a

new affiliate registers

Allow sending email to admin when a new affiliate

registers.

7 Email template sent to admin when a new affiliate registers

8 Send email to affiliate when a transaction is created

9 Email template sent to

affiliate when a transaction is

created

Allow sending emails to affiliates when a transaction

is created.

10 Send email to admin when a

transaction is created

Allow send email to admin when transaction created

11 Email template sent to admin when a transaction is created

12 Send email to affiliates when

transaction status is changed

Allow sending email to admin when a transaction

status is changed

13 Email template sent to affiliates when transaction status is changed


14 Email template sent to affiliates when commission of a transaction is reduced

15 Send email to admin when an

affiliate requests withdrawal

Allow sending email to admin when an affiliate

requests withdrawal.

16 Email template sent to admin when an affiliate requests withdrawal

17 Email template sent to affiliate when withdrawal is processed

18 Email template of Payment verification

19 Friend referring email template

Refer Friends Configuration tab:

NO Field Description

1 Allow referring friends via Enable affiliates to share links and

refer traffic through email,

Facebook, Twitter and Google+

2 Show on product listing page

Show sharing icons for affiliates on

product listing pages to refer friends

3 Show on product details page

Show sharing icons for affiliates on product detail

pages to refer friends

4 Show on My account/ Affiliate

Menu

Show the Refer Friends tab on Affiliate Menu in

My Account

5 Referring URL Prefix

When affiliates customize your website’s URLs

before sharing, “user/” is used as the prefix in

customized URLs.

6 Description This is the description shown on the Refer Friends

page. Texts can be written in HTML for better

display.

7 Sharing Message

This is the description shown on the Sharing box's

header. Texts can be written in HTML for better

display.

8 Default Subject of Invitation

Email

The default invitation email subject used when

affiliates send emails to friends.

9 Default Content of Invitation

Email

The default invitation email content

used when affiliates send emails to friends.


10 Default Message Shared on

Facebook

This is the default message that affiliates post on

Facebook.

11 Facebook Application ID

App Id and App Secret provided by Facebook

when registering the domain with Facebook.

12 Facebook Application Secret

13 Default Message Shared on

Twitter

This is the default message that affiliates tweet on

Twitter.

Multi-program Configuration tab:

NO Field Description

1 Enable Module Multi Program

Enable multi program for affiliate

2 Show default affiliate program in

frontend

Show default affiliate program(config in settings)

via frontend.

Style configuration tab

In this page, you can config the color , font size for affiliate page on frontend.

How to Configure Multiple Payment Methods

Log into Back-end → Affiliate Plus → Settings → Affiliate Plus Payment


• Tab Recurring Payment Configuration:


1 Active Activate the recurring payment method for

affiliates when redeeming commissions

2 Period Automatically pay affiliates a

fixed amount on this regular basis

for commission

3 Custom payout days The period of time between

recurring payments.

4 Auto complete

Withdrawal

When the system creates recurring payments, it

automatically completes and pays affiliates instead

of putting these

payments in pending status to wait for admin’s

approval.

5 Payout type Type of payout

6 Payout Amount

The value of payout amount

7 Maximum accounts The number of accounts can receive


payout per cron. Put 0 for unlimited.

8 Send Email to Admins

The system automatically sends

emails to admin when recurring

payments are made.

9 Email template sent to Admins

Choose template of email sent to

admin

10 Send Email Notification to

Affiliate

The system automatically sends

emails to affiliates when recurring

payments are made.

11 Email template sent to Affiliate

Choose template of email sent to

affiliates

Offline Payment Method tab:

Active :Enable this method

Label:Label of the payment method will be shown in front-end

Require Authentication:Affiliates are not required to authenticate their payment

information when using this method.

• Tab PayPal Payment Method:



1 Active Activate this method

2 Label Label of this payment method will be shown in

front-end.

3 Require Authentication

Affiliates have to authenticate their payment

information via email

4 Use Recurring Payment PayPal

API

Use this method for Recurring

Payment

5 Use your PayPal Merchant Email

Default on Paypal Config

If you choice yes , You can fill in new

PayPal email/API Username/API

Password/API Signature on the Paypal Payment

default on your magento site.

6 PayPal merchant email

Your PayPal account


7 API Username

The values which PayPal provides you after you

click on Get Credentials from PayPal to register

PayPal account.

8 API Password The values which PayPal provides you

after you click on Get Credentials from PayPal to

register PayPal account. 9 API Signature

10 Sandbox Mode You choose to use the Sandbox Mode(Test Mode)

Tab Moneybookers Payment Method:



1 Active Activate this method

2 Label Label of this payment method will be shown in

front-end.

3 Require Authentication

Affiliates have to authenticate their payment

information via email

4 Use Recurring Payment

Moneybookers API

Use this method for Recurring

Payment

5 Use your MoneyBookers

Merchant Email Default on

Moneybookers Config

Use a different Skrills email from your default

merchant account, then fill out your new

Moneybookers account

6 Moneybookers merchant

email

The info of Moneybookers account when you

create a new Moneybookers account

7 API/MQI Password

8 Subject of notification email

Subject of notification email


9 Content of notification email

Content of notification email

Website : www.spozend.com

Zendesk: spotire.zendesk.com

Email : [email protected]

AFFILIATE PLUS MAGENTO 2 - Spozend · 2020-05-31 · How to Manage Affilaite Transactions ... which...

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Transcript of AFFILIATE PLUS MAGENTO 2 - Spozend · 2020-05-31 · How to Manage Affilaite Transactions ... which...