USER GUIDE - Magento · Show reports of the total sales number, commissions, transaction, clicks...

MAGENTO 1

AFFILIATE PLUS – PLANTINUM EDITION

(Version 0.4.4)

USER GUIDE

Affiliate Plus – Platinum Edition Version 4.4 – User Guide

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Confidential Information Notice

Copyright 2017. All Rights Reserved. Any unauthorized reproduction of this document is

prohibited.

This document and the information it contains constitute a trade secret of Magestore and may not

be reproduced or disclosed to non-authorized users without the prior written permission from

Magestore. Permitted reproductions, in whole or in part, shall bear this notice.


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Table of content

1. INTRODUCTION ................................................................................................ 3

2. HOW TO USE ..................................................................................................... 6

2.1. Welcome page ............................................................................................. 6

2.2. Sign up for an Affiliate ................................................................................ 7

2.3. How to manage Affiliate accounts ............................................................. 9

2.4. How to use Referring Materials ............................................................... 10

2.5. How to manage Programs ...................................................................... 10

2.6. How to refer Friends ................................................................................. 15

2.7. How to manage Commissions, Withdrawals .......................................... 24

2.8. How to view Traffics .................................................................................. 27

2.9. How to view Report ................................................................................... 28

3. HOW TO CONFIGURE ..................................................................................... 32

3.1. How to manage Program ......................................................................... 32

3.2. How to manage Affiliate accounts ........................................................... 38

3.3. How to manage banners .......................................................................... 43

3.4. How to manage transactions ................................................................... 44

3.5. How to manage withdrawals .................................................................... 46

3.6. How to use reports .................................................................................... 48

3.7. How to configure the module .................................................................. 57

3.8. How to configure PayPal ........................................................................... 71


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1. INTRODUCTION

Selling products on commission is regarded as 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

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


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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.

Ability to enable/disable substore features (NEW)

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, balance, withdrawal release

level...).

View other account information: affiliate programs they joined, transactions

and withdrawals.

Manage transactions & withdrawals

View all transactions and their status.

Updates status of withdrawal once it is released.

PayPal withdrawal methods: using API and Manual.

Offer Customers discounts/ commissions based on % or fixed level of the

purchase value of their referrals.


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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, and 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


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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).


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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:


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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.


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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, Materials, Standard Commissions,

Tier Commissions, Withdrawals, Referrers, Account Information and Logout.

Customers can change their personal information in the Settings menu.


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2.4. 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.

2.5. How to manage Programs

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.


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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.


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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, and 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.


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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.

Out of program

Affiliates can get out of a program by clicking on the Opt out link on the My

Programs page:


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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.

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

Twitter, and Facebook by clicking the corresponding icon.


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2.6. How to refer Friends

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:

As it‟s called, affiliates can refer their friends by sharing an affiliate link through email or

social channels (Facebook, Twitter, and 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:


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To refer friends via email, affiliates can click on Email tab. Then a form for sending email

will be displayed like this:

As you can see, affiliates can log in to their e-mail account such as Gmail, 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.


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The email sent to affiliates' friends is similar to the following:

Besides email, affiliates can share links via social channels (Facebook, Twitter, or

Google+).

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.


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Finally, affiliates need to grant permission to post status on their Walls

before they can see the affiliate link posted as following:

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.


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Finally, when affiliates click on Tweet button, the status will be posted on

their Twitter right away.

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:


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Finally, after affiliates click on Share button, the affiliate link will be posted

on Google+.

Also in this Refer Friends page, affiliates can view information of traffic sources:


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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

Product Detail page


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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:

Facebook form:


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Twitter form:

Google+ form:

In each of the forms, steps for sharing are similar to those in Refer Friend page.


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2.7. 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).

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.


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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:

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:


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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.

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.


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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.

2.8. 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) :


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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.

2.9. How to view Report

View charts

To view report charts, affiliates click on the Reports tab on the My Affiliate Account

navigator. This page will show:

Sales Amount:


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Transactions: the total of completed transactions in your system.

Commissions: the total amount of commissions that affiliate received from

affiliate system.


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Clicks: the number of clicks (unique and raw) that Customers click on banners

posted by affiliates.

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.


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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, and complete).

Affiliates can download reports in CSV and Excel formats by selecting the format

option and click on the Export button.


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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

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

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:


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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 Sample Description

1 Program Name This is the name of new program users want

to create.

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 Enabled Choose Enabled to set the program‟s status

will be shown in frontend.

4 Visible Yes Allow the program will be shown in frontend.

5 Allow Auto-join Yes Allow new affiliates opt in to this program

right after registering automatically.

6 Apply to All

Affiliates 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.


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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:


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1 Pay commission Choose pay commission type.

2 Commission Type Fixed

Amount Commission is paid as a fixed amount.

3 Commission Value The amount of commission that an affiliate

can receive for his successful sales.

4

Use different

commission from 2nd

order of a Customer

Yes You choose to configure a different

commission from 2nd order of a Customer.

5 Tier Commission

Install the Tier Commission plugin to set the

number of tiers, commission amount and

commission type.

Discount:


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1 Discount Type Fixed Amount per

Item

Discount is paid as a fixed amount per

Item.

2 Discount Value 10 The amount of discount that a referrer

can receive for each sale.

3

Use different discount

from 2nd order of a

Customer

Yes

You choose to configure a different

discount from 2nd order of a

Customer.

4 Customer Groups

Applied

Select Customer group that you want

to apply discount.

5 Affiliate Coupon

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).


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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.


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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.


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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.

Payment Information tab:

Choose the Programs:


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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:

Payment Information tab:


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Coupon Code tab:

Programs tab:

History transaction tab:


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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.

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


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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).

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.


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Admin can also view details of a transaction by clicking on the store to which it

belongs.

New feature v 4.2: Allow admin to add Affiliates coupons when creating orders in

back-end.

Take following steps to create new orders:

Log in Back-end → Sales → Orders.

Click the Create New Order button.

You will be navigated to Create New Order page.

Choose any Customers you want to create a new order for.

Enter all required information such as: Order Currency, Add Product,

Coupon code.

The Create New Order page is displayed as following:


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When a coupon code is applied, the system will automatically subtract money from the

order as following:

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:


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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:

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.


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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.

3.6. How to use reports

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


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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

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


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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:

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.


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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).

Transactions tab: shows the total number of completed transactions in your

system.


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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.


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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.


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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.

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:


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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.

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:


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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.

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:

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


report:


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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


report:

3.7. How to configure the module

Go to Affiliate plus → Settings


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General Information tab:


1 Enable Affiliate Plus Module

Yes

2 Show Affiliate link in frontend

Yes Affiliate link will be shown in frontend.

3 Welcome page using CMS

Choose the Affiliate welcome page from CMS pages.

4 Show Material page Yes Allow showing Material page in frontend.

5 Material page using CMS

Create CMS page and manage there

6 Cookie Expiry (days)

360

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.

7 Enable Substore feature

Enable

Enable substore feature to bring more convenience to your customers. Each affiliate users will have their own substore on your Magento shop to refer more customers.

8 Affiliate URL Parameter

You can change Affiliate URL parameter and replace the default identify code with the affiliate ID to make the link shorter & friendlier. 9

Value Type for Affiliate URL Parameter

Affiliate ID


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Account Configuration tab:


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Affiliate Sign-up

1 Auto create Affiliate account when Customer registers

Yes Affiliate accounts will be created when users register a login account.

2 Terms and conditions Admin can edit general and special arrangement, provisions, requirement, rules... or use provided content.

3 Sign-up description This is the description to sign up in affiliate login form.

4 Require address when signing up

Yes Users are required to provide their address information when signing up an Affiliate account.

5 Require PayPal email when signing up

Yes Users are required to provide their PayPal email when signing up an Affiliate account.

6 Need admin's approval Yes Affiliate accounts need to be approved by admin when users register an account.

7 Notification after signing up This is the notification to users after signing up.

Account Balance

8 Account Balance Scope Store Affiliates can use their balance in each store.

Commission Configuration tab:


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 The amount of commission that an affiliate can receive for his successful sales.

4 Use different commission from the 2nd order of a Customer

Yes You choose to configure a different commission from 2nd order of a Customer.

Lifetime Sales Commission

5 Lifetime Sales Commissions

Yes You allow enabling Lifetime Sales commission. Once an affiliate has


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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 An only.

Process Commission

6 Add commission to account when order status is

Complete Commission will be added to the account balance when orders are complete.

7 Holding period 1 You choose to hold back your affiliates‟ commission in this period.

8 Subtract commission from account balance when credit memo is created

Yes Allow subtracting commission from balance when credit memo is created

9 Subtract commission from account balance when order status is

Canceled When order is in this status, commission will be subtracted from balance.

Tier Commission

10 Number of Tiers 3 3 tier level will be created.

11 Tier Commission Value & Type

You can manage the value and type of tier commission.

Discount Configuration tab:


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1 When there's Shopping cart discount, apply

2 Discount Type Fixed/

Percentage The basis of calculating discounts.

3 Discount Value 10 The amount of discount that a referrer can receive for each sale.

4 Use different discount from the 2nd order of a Customer

Yes/No Allow configuring different discount from the 2nd order of a Customer.

5 Discount displayed There are two options including on shopping cart page and on product pages

Coupon Configuration tab


1 Enable Coupon plugin Yes Admin can create coupon for Affiliates.

2 Coupon Code Pattern Used to generate coupon codes for Affiliates.

3 Use affiliate and sale coupon simultaneously

Yes Allow using both affiliate coupon and sale rule coupon at once.


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Withdrawals Configuration tab:


1 Default payment method Select default payment method when affiliate request payment.

2 Use commission as store credit

Yes You allow your affiliates to use commission at checkout on your site.

3 Allow requesting withdrawals

Yes You allow your affiliates to request withdrawals.

4 Payout requirement 50 The minimum amount for an affiliate to request withdrawal.

5 Tax Class for Withdrawal Default You can configure the tax class to calculate tax for withdrawals.

6

Subtract account balance immediately when a request withdrawal is created

Yes An account balance will be subtracted right away when withdrawal is requested.

7 Who pays transaction fee Payer Payer (Admin) will be the one who pays fee of using PayPal method.

7 Allow affiliates to cancel withdrawal request within

1 Affiliates can cancel the request within 1 day.


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Email Configuration tab:


System Email Sender

1 Sender Name Fill in the name used to send emails from system to affiliates.

2 Sender Email Email address used to send email from system to affiliates.

Affiliate Sign-up email

3 Send email to new affiliate Yes 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

No Allow sending email to admin when a new affiliate registers.

7 Email template sent to admin when a new affiliate registers

Transactions Process Email

8 Send email to affiliates when a transaction is created

Yes Allow sending emails to affiliates when a transaction is created.

9 Email template sent to affiliates when a transaction is created

10 Send email to admin when a transaction is created

Yes Allow sending email to admin when a transaction is created.

11 Email template sent to admin when a transaction is created

12

Send email to affiliates when a transaction status is changed (canceled, completed or reduced commission)

Yes Allow sending email to affiliate when a transaction is changed.

13

Email template sent to affiliates when a transaction status is changed (canceled or completed)

14 Email template sent to


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affiliates when commission of a transaction is reduced

Withdrawal Email

15 Send email to admin when an affiliate requests withdrawal

Yes 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

Friend Referring Email

19 Friend referring email template

Tier Commission Email

20 Send email to tier affiliate when a transaction is created

Yes Allow sending email to affiliate when a transaction is created.

21 Email template sent to tier affiliate when a transaction is created

22 Send email to tier affiliate when transaction status is changed

Yes Allow sending email to affiliate when transaction is canceled, completed or reduced commission.

23 Email template sent to tier affiliate when transaction status is changed

Apply when transaction is canceled or completed.

24 Email template sent to tier affiliate when commission is reduced

Report Email

25 Send report email to affiliate

Yes Allow sending report email to affiliate

26 Report sending frequency Weekly Report email is sent to affiliate once a week.

27 Report email template


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Click/View Fraud Detection Configuration tab:


1 Use standard Magento image link to track banner

No Allow using standard Magento image link to track banner

2 IP Reset Time (days) 7 After this time, a new click/view from each IP will be counted as a 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 Detect Proxy by Header

Yes Allow enabling detect Proxy by Header

7 Select Header Variables for Proxy Detection

8 Detect Proxy by gethostbyaddr Function

No Allow enabling detect Proxy by gethostbyaddr Function

9 Detect Proxy by IP Bank

Report Configuration tab


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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 Select the month and day that is the

beginning of the fiscal year.

4 Current month starts Select the day of the month to be used

as the starting point for reports.

Multi-program Configuration tab:


1 Enable Module Multi Program Yes Allow users to create 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.


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Friends Referring Configuration tab:

No Field Options Description

Refer Friend link

1 Allow referring friend via Select social channels to enable in

frontend.

2 Show on list Product Listing

page Yes/No

This allows you to choose whether to

enable Refer friends links on Product

Listing page.

3 Show on Product Detail page Yes/No


enable Refer friends links on Product

Detail page

4 Show on My account/ Affiliate

Menu Yes/No


enable Refer friends links on My

account page/ Affiliate menu.

Refer friends Page

4 Referring URL Prefix user/ This is the Personal Url Prefix in an

affiliate‟s customized Url.

5 Description

This is the description for referring

friends to earn money shown in

frontend.

6 Sharing Description

This is the description for sharing above

sharing boxes such as Facebook, email

box, etc.

7 Default Subject of Invitation The default invitation email subject used

when affiliates send emails to friends.

8 Default Inviting Email Content

The default invitation email content

used when affiliates send emails to

friends.


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Social Configuration

9 Default Message Shared on

Facebook

Default message that affiliates post on

Facebook

10 Facebook Application ID

APP ID and APP Secret are provided by

Facebook when registering the domain

with Facebook. 11 Facebook Application Secret

12 Default Message Shared on

Twitter

Default message that affiliates post on

Twitter.

Style Configuration tab:


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You can manage your Affiliate plus style by choosing your own selection with

following sections: Responsive Theme, General Selection, Left Navigation Style,

Popup Style, and Button Style (on the Affiliate Home page).

3.8. How to configure PayPal

Log into Back-end → System →Configuration.

Select the Affiliate Plus Payment Method tab on the left navigation

Recurring Payment Configuration tab


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No. Field Sample Description

1 Activate Yes/No Activate this module or not

2 Period of auto payout Weekly/Monthly/Yearly/Custom Period

Period type for recurring payment

3 Recurring pay for account that has a pending request

Yes Allow recurring payments for which account has a pending request.

4 Auto complete Withdrawal

Yes Allow to transfer money to affiliate account immediately through the paygate.

5 Payout type Fixed/Percentage Type of payout

6 Payout Amount 10 The value of payout amount

Offline Payment Method tab:


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.


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PayPal Payment Method tab:



2 Label PayPal Payment Label of this payment method will be shown in front-end.

3 Require Authentication

Yes



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 configuration

Bank Transfer Payment Method tab:



2 Label Bank Transfer Payment

Label of this payment method will be shown in front-end.


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3 Require Authentication

Yes



payment.

Moneybookers Payment Method tab:



2 Label Moneybookers Payment

Label of this payment method will be shown in front-end.

3 Use for Recurring Payment

Yes/No Use this method for Recurring Payment or not

4 Moneybookers merchant email/Password

Information of your Moneybookers account


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Contact us:

www.magestore.com

magestore.zendesk.com

[email protected]

+1-606-657-0768

1750 Montgomery Street 1st Floor, San

Francisco, CA 94111, United States.

USER GUIDE - Magento · Show reports of the total sales number, commissions, transaction, clicks...

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