Difference between revisions of "In House Accounts"

Revision as of 12:26, 3 January 2012

In-house accounts are a feature in Offerit that allow you to designate that a particular affiliate works for you. Designating an employee as an in-house account is useful, as you can prevent affiliate payouts from being built for that particular account, thus preventing unwanted payouts.

In-House Account Tracking

These accounts work a bit differently than normal accounts when tracking takes place in Offerit. Typically when a 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 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 payouts.

Setting Up An In-House Account

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 Affiliates Admin and click the "Edit Affiliate Admin Settings" icon for the account you wish to change.

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

If you wish to disable payouts for an in-house account, you will need to add a "Disable Payout" payout change for each commission. To do so, go to the 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.

Disabling an In-House Account's Payouts

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 payouts for your in-house account.

In-House Tracking

Although in-house accounts can get credit for surfer hits, joins, etc., the lack of an affiliate payout 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 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.

Removing an In-House Affiliate