Settings - Affiliate Management
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For more regarding the storefronts captcha configuration, please see the following help doc: StoreFront Advanced Screen#reCAPTCHA
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Warning: reCAPTCHA was introduced to StoreFronts in April, 2016. Please be sure you have a recent theme version that supports reCAPTCHA, before configuring it. If you fail to do so, you will break the pages listed above. Please be sure to test your screens after supplying keys. |
Multiple Tiers
UltraCart provides a multi-tiered affiliate systems. Not only are your affiliates rewarded for sending direct sales to your website, but they also get rewarded for encouraging sales by adding affiliates in their tier. If you decide to allow multiple tiers, you'll need to (in this section) indicate the number of tiers, whether they must be Approved Affiliates or not, establish your Multiple Tier Program Name, and create your agreement.
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This section controls everything regarding the tracking of the customer.
Field | Description | Required | ||
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Affiliate Cookie Lifetime (days) | If someone clicks an affiliate link, a cookie is recorded on their system. The "Cookie Lifetime" will determine how long (in days) that cookie will remain in effect. Let's say you have entered 30 into this field. If the customer makes a purchase within 30 days of the original "click" on the link, the affiliate will get credit (commission) for the sale. It's important to insure that your affiliates understand the cookie lifetime. Enter the number of days that you want to allow the life of the cookie to be. The number you chose will depend on your business model. We have seen numbers as low as 15 and as high as 90. Typically, we see a 30 day cookie lifetime. Enter 999 to set the cookie to never expire. | Y | ||
Allow Google Adwords Tracking by Default | If you want to let all your affiliates place Google Adwords tracking conversion pixels into the receipt, check this box. We do not recommend enabling this option unless you are operating a closed affiliate program that is invite only. | |||
Allow Yahoo Search Tracking by Default | If you want to let all your affiliates place Yahoo tracking conversion pixels into the receipt, check this box. We do not recommend enabling this option unless you are operating a closed affiliate program that is invite only. | |||
No Simple Link on Affiliate Dashboard | This will remove the simple link from the affiliates dashboard and force the affiliate to create their links using the Manage Links section off their dashboard. This option is typically checked if you want to force the affiliate to use certain marking graphics. | |||
Associate Affiliate with Customer Profile | If this option is checked then the affiliate will be associated with the customer profile that the customer signs up with. When the customer places repeat orders with their customer profile the affiliate will receive credit automatically regardless of the cookie being present on their browser.
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Allow Customer to Enter Affiliate ID During Checkout | If this is checked, a field for the customer to enter an affiliate ID number will display during the checkout. We do not recommend enabling this feature as it will confuse some customers. | |||
Prevent Cookie Stomping | If this option is selected then the first affiliate to cookie the customer will receive credit. If this option is not selected then the last affiliate to cookie the customer will receive credit. | |||
| Track affiliate even if no commission earned | When this option is checked, UltraCart will track ledger records for every single item on the order even if no commission is earned. This can be useful for traffic tracking and free trial offers. |
Payment Options
Here you configure how your affiliates will be paid.
Field | Description | Required | ||
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Auto Approve Commissions | If this option is selected, all commissions will be approved automatically. You can still use the fraud detection tool on the reporting menu to find fraudulent transaction and reject them before issuing payment.
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| Hide Pending Commissions | If checked, affiliates will not see pending commissions associated with orders that are in Accounts Receivable awaiting a successful payment to take place. | |||
Pay Commissions on Auto Orders | If checked the affiliate will receive commissions on all the recurring auto orders that take place for the customer. | |||
| Remove cookie after purchase | If checked, the affiliate cookie will be removed from the customers' browser after a purchase. Use this to enforce a single affiliate commission per customer. | |||
Pay Commissions on Repeat Orders by Email | When checked, the system will look to see if the email address used on an order has placed a previous order. If so, the same affiliate will receive credit on the new order regardless of whether the cookie is present on the customers browser.
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Pay Commissions on Day of Month | When configured, this allows UltraCart to tell the affiliate when the next commission payment should take place. | Recommend | ||
Allow Payment via PayPal | When checked, UltraCart allows the affiliate to specify the email for their PayPal account. The merchant can then pay the affiliate via PayPal's MassPay electronically. We recommend this option.
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Require Payment via PayPal | When selected, all affiliates will be required to specify a PayPal email address to receive their commission payments. Paying affiliates with PayPal MassPay is the easiest way to send commission payments. If you are not familiar with PayPal MassPay we recommend checking it out. | Recommended | ||
Reverse Commissions on Refunded Orders | If checked, when a refund occurs in UltraCart the commissions paid on the order will automatically be refunded. |
Automatic Enrollment
If you want to try and create a viral affiliate program you can enroll customers into your affiliate program after they purchase.
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Field | Description | Required |
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Enroll customers as affiliates | While not recommended, this option allows you to enroll all of your customers as affiliates to try and create a viral marketing program. | |
Enroll customers as downline affiliates | When selected the customer is enrolled as a downline affiliate of the affiliate that caused them to order in the first place. This helps create the multilevel viral nature of the program. | |
Automatic Enrollment Letter | This email is sent to the customer after they are enrolled into the program. Make sure to use the [affiliateid] and [password] tokens in your email. |
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The system will generate a unique code for the Automatic Enrollment |
Other Options
Field | Description | Required |
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Subscribe Affiliates to LyrisHQ | If you are using LyrisHQ 3rd party autoresponder with your UltraCart account you can subscribe the affiliate to a particular list. | |
Allow Affiliates to Change SSN / Tax ID | If checked the affiliate can change their SSN / Tax Id after they signup | Not Recommend |
Make Affiliates Inactive After | If the affiliate doesn't generate a commissioned sale in this time period their affiliate will be disabled. | 180 |
Show Customer Name to Affiliates | When this box is checked, the buyer's first and last name will appear on the complete transactions and commission analysis reports that are available to the affiliate. | Not Recommended |
Default Email Notification Schedule | When this setting is set to any option other than none, the affiliate is sent an email notification providing details of sales that have been attributed to them during that interval (the drop down selections are: NONE, EACH (ORDER), DAILY, WEEKLY, MONTHLY. | Your Preference |
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