Affiliate Managers
This article explains how to set up an Account Rep Commission, promote an Affiliate to an Account Representative, and assigning an Account Representative to Affiliates.
Contents
Creating An Affiliate Offer
In order to set up this Account Rep Commission, you will need to create an 'affiliate' type offer. More information about setting up the offer can be found in our Offer & Landing Page Setup article.
Note: Your Account Rep commission will not work without setting up a corresponding "affiliate" type offer.
Creating Account Rep Commission
Once you have set up an affiliate offer, you can create an account rep commission; this is the same process as creating any other commission in Offerit. To do this, go to the commissions admin, and click on the Create A New Disabled Commission link. Next add a name, short name, and choose the "Account Rep Commission" type. After saving your changes, you will see the edit commission form.
Here you can further configure your commission, as well as choosing to which offer(s) or landing page(s) you want your commission to apply. Use the drop-down menus under "Landing Pages In This Commission" to choose which offers or landing pages you would like your new account rep commission to affect. You must add the "affiliate" offer to your commission in order to use your Account Rep commission.
Below that, you can set default affiliate payments under the "Commission Default Payments" section. There are three default payment options in an Account Rep commission.
- % Revenue - pays out a percentage of the revenue accrued
- Fixed - pays out a fixed dollar amount per sale, starting after <start> sales
- Start - describes how many sales need to be made by affiliates before the account rep begins to receive payments
The final thing you will want to edit for the commission will be the particular offers within this commission. You will need both the enrolled affiliate(s) and the offer active for this commission.
Promoting an Affiliate to Account Rep
After you have set your default payouts and offers/landing pages to be used in your commission, go to the affiliates admin and search for the affiliates you wish to make account reps. To promote an affiliate to the account rep status, click the Edit Affiliate Account Access Permissions icon to the left of the affiliate in question's username.
This will take you to the account access permissions screen, where you will be able to change their account type and also limit their access to Offerit admin areas. To change an affiliate's permissions, click on the drop-down menu at the top of the page labeled "Access Level" and select the "Account Rep" status.
After the affiliates have been made account reps you will need to add the account reps to the commission using the list & modify enabled affiliates button from the commission admin.
Assigning Account Rep to Affiliates
Finally, you will need to set affiliates to use these account reps. There are four different ways in Offerit you can set account reps.
Manually set Account Reps
To do this, go to the affiliate admin and find the affiliates for which you wish to set the representative. Click the checkbox on the far left for each affiliate, scroll to the bottom of the page and choose "Assign Account Rep" from the drop-down menu. You will then have a field to type in the account rep's username. After typing the username, you will then be prompted to select the account rep commission you want to assign to the affiliate using the drop down list. When you have done all this, click Submit to save your changes.
You can also manually set up affiliates to be managed by an Account Rep through the Affiliates Admin. To do so, locate the Account Rep you wish to assign affiliates to, and click the "Edit Affiliate Admin Settings" action icon. On the next page, you will be able to manually add affiliates to be managed by that account representative.
Assign the referring affiliate as the Account Rep
To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_OfferitCODE, which will allow an affiliate that referred other affiliates to represent the referred affiliates as their account rep.
Have the reps act as a webmaster referral
To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_OfferitCODE_AS_REF, which will allow that account rep to refer affiliates, who will then become affiliates that are represented by the account rep.
Assign random reps
In the configuration admin under affiliates, set ASSIGN_RANDOM_ACCOUNT_REPS to randomly assign account reps on signup.
Removing an account rep
You can remove an account rep through the affiliates admin. Select the affiliates you want to remove from an account rep by marking the checkboxes next to their username, scroll to the bottom, and select "Remove Account Rep" from the drop-down menu. Click "Perform Action", and the selected affiliates will be unassigned from their account rep.
