In House Accounts - Revision history

OfferitMegan at 20:10, 3 July 2013

2013-07-03T20:10:38Z

OfferitMegan: /* Disabling Commissions */

2012-11-16T19:52:16Z

‎Disabling Commissions

OfferitMegan: /* Setting Up An In-House Account */

2012-11-16T19:30:42Z

‎Setting Up An In-House Account

OfferitMegan at 14:43, 16 August 2012

2012-08-16T14:43:27Z

OfferitRobC: /* In-House Account Tracking */

2012-01-09T17:59:38Z

‎In-House Account Tracking

OfferitRobC: /* In-House Tracking */

2012-01-09T17:51:16Z

‎In-House Tracking

OfferitRobC: /* Disabling Commissions */

2012-01-09T17:45:02Z

‎Disabling Commissions

OfferitRobC: /* Disabling Commissions */

2012-01-09T17:11:30Z

‎Disabling Commissions

OfferitRobC at 17:30, 3 January 2012

2012-01-03T17:30:10Z

OfferitRobC: /* Disabling Payouts */

2012-01-03T17:26:21Z

‎Disabling Payouts

← Older revision		Revision as of 20:10, 3 July 2013
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	[[File:Admin_Remove_InHouse_Affiliates.png\|Removing an In-House Affiliate]]		[[File:Admin_Remove_InHouse_Affiliates.png\|Removing an In-House Affiliate]]
		+
		+
		+	== Add Test Sale ==
		+
		+	In house accounts come with an extra feature called "Add test Sale". This allows you to check out how Offerit handles your conversions, reporting, data displays, etc.
		+
		+	[[File:AffiliateTestSale.png]]
		+
		+	On this page you can choose an offer, landing page, and amount to send through as your test sale. A new customer is generated for the sale in the [[Customers Admin]]. If you want to cancel a test sale you made, you can find the corresponding customer and void the transaction. This will produce a refund for the in-house affiliate who made the test sale.

@@ Line 23: / Line 23: @@
 == Disabling Commissions ==
-If you wish to disable commissions for an in-house account, you will need to add a "Disable Commission" [[Offerit Commission Changes|commission change]] for each commission. To do so, go to the [[Offerit Commissions Admin|Commissions Admin]] and click the "Edit Commission Changes" action icon next to the commission you wish to edit. On the next page, click the "Add Commission Change" tab at the top of the page.
+If you wish to disable commissions for an in-house account, you will need to add a "Disable Commission" [[Offerit Commission Changes|commission change]] for each commission. To do so, go to the [[Offers Admin]] and click the "Edit Commission Changes" action icon next to the offer you wish to edit.
 [[File:Admin_Disable_Payment.png|Disabling an In-House Account's Commissions]]

@@ Line 15: / Line 15: @@
 [[Offerit]] does not allow you to create new in-house accounts. Instead, you must edit an already existing affiliate account to be designated as "in-house". If you would like to create a new in-house account, you (or an admin) must first create a new affiliate account, then change the account's permissions to make it an in-house account.
-To change an already existing affiliate account to an in-house account, go to the [[Offerit Affiliates Admin|Affiliates Admin]] and click the "Edit Affiliate Admin Settings" icon for the account you wish to change.
+To change an already existing affiliate account to an in-house account, go to the [[Offerit Affiliates Admin|Affiliates Admin]] and click the "Edit Admin-Only Settings" icon for the account you wish to change.
 [[File:Admin_In_House_Account.png|Making an Affiliate an In-House Account]]

@@ Line 7: / Line 7: @@
 == In-House Account Tracking ==
-These accounts work a bit differently than normal accounts when tracking takes place in [[Offerit]]. Typically when a [[Ct#Surfer|surfer]] goes through a track link, we normally check to see if the surfer already has an Offerit code via cookie or IP -- if they already have a Offerit Code, we simply use that. However if a surfer has an in-house tracking code associated to them, a normal [[Ct#Affiliate|affiliate's]] Offerit Code will take precedence.
+These accounts work a bit differently than normal accounts when tracking takes place in [[Offerit]]. Typically when a [[Ct#Visitor|visitor]] goes through a track link, we normally check to see if the visitor already has an Offerit code via cookie or IP -- if they already have a Offerit Code, we simply use that. However if a visitor has an in-house tracking code associated to them, a normal [[Ct#Affiliate|affiliate's]] Offerit Code will take precedence.
-For example: If a surfer is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's link code, the surfer will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive payments.
+For example: If a visitor is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's link code, the visitor will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive payments.
 == Setting Up An In-House Account ==
@@ Line 31: / Line 31: @@
 == In-House Tracking ==
-Although in-house accounts can get credit for [[Ct#Surfer|surfer]] hits, joins, etc., the lack of an affiliate payment for these referrals can throw off your Profit & Loss Reports.
+Although in-house accounts can get credit for [[Ct#Visitor|visitor]] hits, joins, etc., the lack of an affiliate payment for these referrals can throw off your Profit & Loss Reports.
 As a result, [[Offerit]] offers the feature of removing your in-house affiliates' statistics from the Profit & Loss Report. To remove your in-house account's statistics, go to the [[Offerit Reporting Admin|Reporting Admin]]. On the Profit & Loss Report, there will be an option to "Remove In-House Affiliates" under the Site/Option column. Simply check the "Remove In-House Affiliates" checkbox and click Limit Report to get an accurate Profit & Loss Report.
 [[File:Admin_Remove_InHouse_Affiliates.png|Removing an In-House Affiliate]]

@@ Line 9: / Line 9: @@
 These accounts work a bit differently than normal accounts when tracking takes place in [[Offerit]]. Typically when a [[Ct#Surfer|surfer]] goes through a track link, we normally check to see if the surfer already has an Offerit code via cookie or IP -- if they already have a Offerit Code, we simply use that. However if a surfer has an in-house tracking code associated to them, a normal [[Ct#Affiliate|affiliate's]] Offerit Code will take precedence.
-For example: If a surfer is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's [[NATS4_Affiliate_Link_Codes|link code]], the surfer will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive payments.
+For example: If a surfer is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's link code, the surfer will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive payments.
 == Setting Up An In-House Account ==

← Older revision		Revision as of 17:51, 9 January 2012
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	As a result, [[Offerit]] offers the feature of removing your in-house affiliates' statistics from the Profit & Loss Report. To remove your in-house account's statistics, go to the [[Offerit Reporting Admin\|Reporting Admin]]. On the Profit & Loss Report, there will be an option to "Remove In-House Affiliates" under the Site/Option column. Simply check the "Remove In-House Affiliates" checkbox and click Limit Report to get an accurate Profit & Loss Report.		As a result, [[Offerit]] offers the feature of removing your in-house affiliates' statistics from the Profit & Loss Report. To remove your in-house account's statistics, go to the [[Offerit Reporting Admin\|Reporting Admin]]. On the Profit & Loss Report, there will be an option to "Remove In-House Affiliates" under the Site/Option column. Simply check the "Remove In-House Affiliates" checkbox and click Limit Report to get an accurate Profit & Loss Report.

−	[[File:~~Remove inhouse affiliate~~.~~PNG\|450px~~\|Removing an In-House Affiliate]]	+	[[File:Admin_Remove_InHouse_Affiliates.png\|Removing an In-House Affiliate]]

@@ Line 25: / Line 25: @@
 If you wish to disable commissions for an in-house account, you will need to add a "Disable Commission" [[Offerit Commission Changes|commission change]] for each commission. To do so, go to the [[Offerit Commissions Admin|Commissions Admin]] and click the "Edit Commission Changes" action icon next to the commission you wish to edit. On the next page, click the "Add Commission Change" tab at the top of the page.
-[[File:Inhouse disable payout.PNG|450px|Disabling an In-House Account's Commissions]]
+[[File:Admin_Disable_Payment.png|Disabling an In-House Account's Commissions]]
 You will then be prompted to configure your new commission change. In the "Affiliate" field, enter the username of your new in-house affiliate account. Next, choose "Disable Commission" from the "Change Type" drop-down menu and click Save Commission Change. Simply repeat this step for any active commission that your in-house affiliate account is associated with in order to fully disable payments for your in-house account.

@@ Line 3: / Line 3: @@
 }}
-In-house accounts are a feature in [[Offerit]] that allow you to designate that a particular [[Ct#Affiliate|affiliate]] works for you. Designating an employee as an in-house account is useful, as you can prevent affiliate [[Ct#Payout|payouts]] from being built for that particular account, thus preventing unwanted payouts.
+In-house accounts are a feature in [[Offerit]] that allow you to designate that a particular [[Ct#Affiliate|affiliate]] works for you. Designating an employee as an in-house account is useful, as you can prevent affiliate payments from being built for that particular account, thus preventing unwanted payments.
 == In-House Account Tracking ==
@@ Line 9: / Line 9: @@
 These accounts work a bit differently than normal accounts when tracking takes place in [[Offerit]]. Typically when a [[Ct#Surfer|surfer]] goes through a track link, we normally check to see if the surfer already has an Offerit code via cookie or IP -- if they already have a Offerit Code, we simply use that. However if a surfer has an in-house tracking code associated to them, a normal [[Ct#Affiliate|affiliate's]] Offerit Code will take precedence.
-For example: If a surfer is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's [[NATS4_Affiliate_Link_Codes|link code]], the surfer will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive [[Ct#Payout|payouts]].
+For example: If a surfer is associated with an in-house affiliate in [[Offerit]] and clicks on a regular affiliate's [[NATS4_Affiliate_Link_Codes|link code]], the surfer will then become associated with the regular affiliate. This feature ensures that affiliates get the opportunity to get credit for a referral over an in-house account, which will not receive payments.
 == Setting Up An In-House Account ==
@@ Line 21: / Line 21: @@
 On the next page, there will be an option for "In-House Account" under the Main Settings section. Check the "Marked" checkbox in order to designate this affiliate as an in-house affiliate account. After you have done this, click Save Changes.
-== Disabling Payouts ==
+== Disabling Commissions ==
-If you wish to disable [[Ct#Payout|payouts]] for an in-house account, you will need to add a "Disable Payout" [[Offerit Payout Changes|payout change]] for each commission. To do so, go to the [[Offerit Commissions Admin|Commissions Admin]] and click the "Edit Payout Changes" action icon next to the commission you wish to edit. On the next page, click the "Add Payout Change" tab at the top of the page.
+If you wish to disable commissions for an in-house account, you will need to add a "Disable Commission" [[Offerit Commission Change|commission change]] for each commission. To do so, go to the [[Offerit Commissions Admin|Commissions Admin]] and click the "Edit Commission Changes" action icon next to the commission you wish to edit. On the next page, click the "Add Commission Change" tab at the top of the page.
-[[File:Inhouse disable payout.PNG|450px|Disabling an In-House Account's Payouts]]
+[[File:Inhouse disable payout.PNG|450px|Disabling an In-House Account's Commissions]]
-You will then be prompted to configure your new payout change. In the "Affiliate" field, enter the username of your new in-house affiliate account. Next, choose "Disable Payout" from the "Change Type" drop-down menu and click Save Payout Change. Simply repeat this step for any active commission that your in-house affiliate account is associated with in order to fully disable [[Ct#Payout|payouts]] for your in-house account.
+You will then be prompted to configure your new commission change. In the "Affiliate" field, enter the username of your new in-house affiliate account. Next, choose "Disable Commission" from the "Change Type" drop-down menu and click Save Commission Change. Simply repeat this step for any active commission that your in-house affiliate account is associated with in order to fully disable payments for your in-house account.
 == In-House Tracking ==
-Although in-house accounts can get credit for [[Ct#Surfer|surfer]] hits, joins, etc., the lack of an affiliate payout for these referrals can throw off your Profit & Loss Reports.
+Although in-house accounts can get credit for [[Ct#Surfer|surfer]] hits, joins, etc., the lack of an affiliate payment for these referrals can throw off your Profit & Loss Reports.
 As a result, [[Offerit]] offers the feature of removing your in-house affiliates' statistics from the Profit & Loss Report. To remove your in-house account's statistics, go to the [[Offerit Reporting Admin|Reporting Admin]]. On the Profit & Loss Report, there will be an option to "Remove In-House Affiliates" under the Site/Option column. Simply check the "Remove In-House Affiliates" checkbox and click Limit Report to get an accurate Profit & Loss Report.
 [[File:Remove inhouse affiliate.PNG|450px|Removing an In-House Affiliate]]