Affiliate-Marketing Module for Magento

Affiliate-Marketing Module for Magento
User Manual for
tim
Affiliate-Marketing Module
for Magento
by
team in medias GmbH :::The Magento-Agency
Version 1.4 engl.
User information:
The present document has been created by the Magento pioneer team in medias GmbH.
Excerpts from the present ebook may only be published upon written consent of team in medias
GmbH.
Magento
respectively
Magentocommerce
is
a
registered
trademark
of
Magento
Inc.
Disclaimer:
We have researched and compiled the content of the present user manual with great care. However,
we cannot assume any liability for the accuracy of the content or potentially resulting errors. The
author is not liable for the success or other risks relating to the present document.
Manual for the Affiliate-Marketing Module for Magento
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Table of contents
User Manual for...................................................................................................................................... 1
tim
Affiliate-Marketing Module ................................................................................................................. 1
for Magento............................................................................................................................................. 1
Table of contents ..................................................................................................................................... 3
Affiliate Marketing................................................................................................................................... 5
The timAffiliate Marketing Module for Magento ..................................................................................... 6
1.1
Module Usage .......................................................................................................................... 7
1.2
Specification and Features ....................................................................................................... 7
1.2.1
Frontend ............................................................................................................................. 7
1.2.2
Merchant Backend .............................................................................................................. 7
1.2.3
Affiliate Backend ................................................................................................................. 9
1.3
Commission-Types ................................................................................................................... 9
1.4
Tracking .................................................................................................................................. 10
1.5
Determination of Commissions ............................................................................................. 11
1.5.1
Campaigns ......................................................................................................................... 12
1.5.2
Lifetime-Commissions....................................................................................................... 13
1.6
Installation ............................................................................................................................. 14
1.7
Setup and Configuration ........................................................................................................ 14
1.7.1
Adjusting the Frontend ..................................................................................................... 14
1.7.2
General Resources ............................................................................................................ 15
1.7.2.1
Store Email Addresses and Transactional Emails .............................................. 15
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1.7.2.2
1.7.3
Affiliate-Role ...................................................................................................... 16
Module Configuration ....................................................................................................... 17
1.7.3.1
General .............................................................................................................. 17
1.7.3.2
Snippets ............................................................................................................. 19
1.7.3.3
Tracking.............................................................................................................. 20
1.7.3.4
Commission ....................................................................................................... 22
1.7.3.5
Payment ............................................................................................................. 22
1.7.4
Groups............................................................................................................................... 23
1.7.5
Affiliates ............................................................................................................................ 23
1.7.6
Advertisements ................................................................................................................. 28
1.7.7
Campaigns ......................................................................................................................... 29
1.7.8
Statistics ............................................................................................................................ 30
1.7.9
Credits ............................................................................................................................... 32
Manual for the Affiliate-Marketing Module for Magento
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Affiliate Marketing
If you want to bring your products or services to the customer by way of affiliate marketing you must
address some basic questions and meet some requirements. Obligatory in all cases is

a tracking tool

a legal settlement between the parties

an incentive for the affiliates (commission model)

advertising

and a marketing strategy.
The first decision is whether the affiliate program is conducted and marketed in-house or through an
affiliate network (Zanox, Affilinet, Belboon).
Marketing through an affiliate network operator confers the advantage of lesser complexity and
lower initial cost. The network operator usually has the necessary technological base and standard
contracts that cover the legal basis, provides partners and promotes the programmes within the
network.
What speaks against using one or more affiliate network operators is that they do not provide the
relevant services free of charge and thus increase the expense of affiliate marketing.
Depending on the service provider a "set-up fee" is due. In some instances it may be several
thousand Euros. In most cases the merchant has to make a deposit, from which later the
commissions of the affiliates are paid. In addition, the affiliate network operator usually receives a
certain share of the commission.
In practice, the engagement with an affiliate network operator is only useful if it is the "right
network" and the terms and conditions are appropriate. Some networks are in fact specialized for
specific industries or business models. Large networks have become very selective and do not take
on every programme.
Also, it is becoming increasingly common that companies operate two affiliate programs: one on a
network, and one in-house which serves mostly the top-affiliates.
Manual for the Affiliate-Marketing Module for Magento
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If you run an affiliate program in-house, a software is needed, for both the tracking and the
management of relevant data. The Magento Affiliate Marketing module is an extension for Magento,
which does exactly this task.
The timAffiliate Marketing Module for Magento
Until now, to operate Magento with an affiliate programme on your own without the affiliate
tim
network, one had to rely on third-party software1. This has several disadvantages. The
Affiliate
Marketing Module for Magento is a fully Magento-integrated solution and eliminates those
problems.
The advantages of the
tim
Affiliate Marketing Module for Magento over a third party software are:

There is no third party software to be maintained and updated. The maintenance and
running costs are therefore lower.

The shop manager's learning curve is lower, since no new interface has to be learned.

The tracking code is mostly installed automatically at the
tim
Affiliate Marketing Module for
Magento. Errors are reduced. When using a third party software integration is sometimes
accompanied with great effort, as most of the pages are dynamically generated at runtime
and IT expertise is required for the integration by the user.

The
tim
Affiliate Marketing Module for Magento allows very sophisticated commissions. You
can assign different commissions per product category. Even a different allocation of
commissions by product level is conceivable.

Varying commissions per affiliate are possible.

All affiliate back links are direct backlinks which have SEO2 relevance and support the SEO
efforts of a company. Tracking-links of an affiliate network are wholly irrelevant from an SEO
point of view and have no positive effect.
1
Z.B. ProTrack, www.affiliatesoftware.net, QualityClick, www.netslave.de, Ultimate Affiliate,
www.groundbreak.com
2
Search Engine Optimisation
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1.1 Module Usage
The
tim
Affiliate Marketing Modul for Magento is suitable for companies of all sizes who want to run
an affiliate programme in-house and use Magento.
The entire administration of the module is by means of the Magento admin back end, in which the
module is integrated seamlessly after installation. The Magento backend rights management
functionality limits the rights of the affiliate user to changing the personal information, access to
advertising, statistics and commission credits. In the front end new free-text pages are created that
have informative character about the affiliate programme and a web-form is provided through which
those interested can apply for the programme.
The Affiliate Marketing Magento module was developed based on the Magento version 1.4.x / 1.5.x
and has no restrictions in this version.
1.2 Specification and Features
The entire functional scope of the Affiliate-Marketing-Module is divided into three domains or roles
which have differing significance. The three areas, frontend, merchant-backend and affiliate-backend
shall be explained here, in their requirements and functionalities.
1.2.1 Frontend
After installing the affiliate marketing module, the front end is extended by some navigation
elements and directly callable pages. The pages are intended to inform potentially interested parties
about the affiliate programme, the commission and the legal bases. For the most part the content
can be edited freely from the backend by way of static blocks. Another page includes an extensive
web form, that has to be duly filled out by a potential affiliate partner and transmitted in order to
apply for the programme. Only after examining the information and the approval by the merchant,
the affiliate receives an e-mail with the password for the (affiliate role) backend and can now use the
allocated advertising means.
1.2.2 Merchant Backend
The Merchant backend is the administrative centre of the affiliate program. After installation, the
backend administration module menu is expanded with a new menu item. Through the module
menu you can get, with few exceptions, to almost all dialogues in order to configure the module and
to manage the resources (Figure 1: Magento affiliate module).
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Figure 1: Magento-Affiliate-Modules
•
Affiliates: Through the Affiliate dialogues the status of affiliates can be changed. After
application for the affiliate program, the affiliate can be accepted (Pending) or rejected
(Reject) by the merchant. If the affiliate is accepted, (s)he will be enabled after the first login
into the backend (Enable). If a set time period elapses after acceptance without the affiliate
logging in, the affiliate account is disabled (Not Confirmed)
Figure 2 Affiliate-Status and Transitions
•
Advertising: In the advertising field new advertisements of varying types can be created and
existing ones edited or deleted. Through several fields visibility and validity can be set.
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•
Groups: Groups are used for differentiation between affiliates and can be assigned to a
minimum and maximum group. For each group, individual fees can be set.
•
Campaigning: Campaigning can provide time-limited or unlimited commissions on arbitrary
product categories, differing from the standard commission.
•
Stats: All the resources and transactions of the affiliate program will be recorded and
detailed statistical data can be viewed. Singular transactions may be rejected retroactively,
for example if is there is suspicion of fraud.
•
Credits: commission credits can be created for any year and month. After examination and
possible adjustment the amount can be released to the affiliate. The credits will be sent to
the affiliates as a PDF document by e-mail and provisioned in the affiliate-backend.
•
Configuration: The configuration menu provides basic module settings, such as the
configuration of the commission-types.
1.2.3 Affiliate Backend
All accepted affiliates of the affiliate-programme will assigned a special backend user role that was
set-up by the module. Except for a few permissions all access to resources and all other settings of
the backend are withheld from the affiliate-backend-users. An affiliate has access to the following
resources :
•
Affiliates can change all personal data and enter new referenced web-pages.
•
Advertising accessible to the affiliate can be viewed and individually generated HTML code
can be copied.
•
The affiliate has access to statistics that directly concern him.
•
Approved credits can be viewed and downloaded as a PDF file.
1.3 Commission-Types
The Magento affiliate marketing module covers a wide range of payment types that are compatible
with the Magento E-commerce platform, which dramatically increases the attractiveness of an
affiliate programme. The following payment methods are supported by the module:
• Pay-Per-Click
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• Pay-Per-Newsletter
• Pay-Per-Customer
• Pay-Per-Lead
• Pay-Per-Sale
The commission-type Pay-Per-Newsletter and Pay-Per-Customer are special forms of the Pay-PerLead type. Usage of both types entails that commissions are credited to the affiliate only after
confirmation of a subscription or a registration with activated Double-Opt-in-Process3 by the
customer.
The types Pay-Per-Lead and Pay-Per-Sale are due at a firm purchase. To prevent fraud by returns of
items purchased, the payment of commissions can be deferred up to several months. In cases of
possible returns the order-associated commissions will be automatically reset or adjusted by the
module. In addition, both commission-types can be configured as lifetime commissions, so that
subsequent purchases by an affiliate-mediated customer can be credited to that affiliate.
The commissions for the different commission-types can be configured individually and if desired
limited by a cut-off time. In addition, the basic commissions and amounts can be adjusted
individually for an affiliate group and / or individual affiliates.
1.4 Tracking
Several tracking methods were implemented in the
tim
Affiliate Marketing Module for Magento. Thus
all transactions associated with a commission-type can be tracked reliably and unambiguously. The
basic method is predicated on cookie tracking. For lifetime commission-types cookie-tracking is
replaced by databank tracking.
Please note: Also see chapter 1.7.5 Affiliate : Referrer section. The tracking characteristics can be
adjusted in a sophisticated manner. Very interesting new options -
With standard settings an individual HTML code is generated for each advertising-method that is
provided by the merchant. It can be integrated by the affiliate into her/his web-pages. Besides the
actual promotional material, which can be either text, graphics or other common resources, a link is
generated with the reference to the Merchant website, and complemented with information that
enables you to clearly identify the affiliate and the advertising medium. When a visitor to the affiliate
3
The Double-Opt-in-process forces the user to confirm his registration by way of a unique link that he
is sent by email
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website clicks on the advert, the information contained in the URL (affiliate ID and promotional ID) is
transmitted and evaluated by the module. The analysis pursues the following three steps:
1. According to the affiliate ID an attempt is made to load the affiliate's data and to check the status.
The result of the test is positive if the status is enable.
2. According to the first step the data of the advert is loaded and its validity is checked on the basis of
several attributes that are set in the module's configuration.
3. From the transmitted HTTP-Header4 the referrer is read-out and compared to the affiliate claimed
and merchant-accepted referrers. If the comparison is successful, the test provides a positive
result, otherwise a negative one.
If all three tests lead to a positive result, a cookie is set with a life-time specified by the module
configuration on the client. Through the data stored in the cookie, the affiliate, the advertisingmedium and the referrer can be determined retroactively. The test takes place at every click. With a
positive assessment the cookie is re-written, so that the following transactions by the visitor can be
credited to the affiliate, through whom's website the visitor has last visited the merchant's website.
It should be noted that the determination of the lifetime commissions through the database for the
commission-types Pay-Per-Lead and Pay-Per-Sale have a higher priority than the determination
through the cookie. More on this in the next section.
In addition to tracking relevant to the commission-types, pixel-tracking is used to track advert-views.
In this way statistics can be kept on advert-display frequency of the different advertising media for
each affiliate, without a affiliate web-page visitor having to follow the referrer to the Merchant site.
1.5 Determination of Commissions
The settings for the remuneration and commission-types can be defined in several places in the
module, individually for each affiliate, from the most general to most specific,. Between the general
and the most specific determination of commissions a sophisticated setting for affiliate groups can be
made. In Figure 3 the underlying decision process is shown, which is processed for all commissiontypes.
4
A referrer is the internet-address of the webpage that linked the user to the current page
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Figure 3: Determination of Commissions
In the first step, the affiliate compensation setting for the chargeable transaction is verified. When
payment-of-transaction is disabled, no commissions for the affiliate are credited. When activated,
the finalised commission will initially be earmarked only. This means, according to a completed
purchase by a customer which was mediated by an affiliate, sales transactions, pay-per-lead and payper-sale, are not actually credited to the affiliate. The transaction is accepted as valid, but for the
time being a commission of € 0 is provisioned for the affiliate. In the statistics for "Sale" and "Lead"
this is indicated by the "Qty", "0" in the column "Pass" "Yes" and € 0.00" in the column "Price".
The final fee is not calculated until the order has the status "Complete". For that to happen all items
have to be billed (invoice) and shipped (shipment). In this way it is avoided that commissions incur
for
unpaid
orders.
With a return (Credit Memo), the commission will be corrected and re-calculated. In the statistics for
"Sale" and "Lead" the number of items which were used for the calculation are displayed in the
column "Qty". If all items of an order are returned, this operation is treated as a cancellation and the
transaction is made "invalid".Campaigns
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Figure 4: Campaign Commission Determination
1.5.1 Lifetime-Commissions
The Pay-Per-Lead and Pay-Per-Sale commission-types can be configured as lifetime commissions for
the affiliate programme, they work only in connection with a new customer registration, mediated
through an affiliate. After completion of the new customer registration, according to the information
of the affiliate cookie, settings and commissions for the type-of-commission Pay-Per-Customer, PayPer-Lead and Pay-Per-Sale are determined, and stored as a record (with a reference to affiliate and
new customer) in the affiliate module database. If at the time of registration a commission for PayPer-Customer was registered it is credited to the affiliate instantaneously.
In all referred cases of customer orders after registration, the data is stored in the database, after
completion of registration, and analysed. If the evaluation shows that the commission-types Pay-PerLead and/or Pay-Per-Sale were configured as lifetime commissions, then for all purchased products
the commission is determined again and used as a basic affiliate commission. In this case the
commission for the affiliate is determined by the database. By determining the lifetime commissions
through the database, they can be guaranteed, contrary to the uncertain commission determination
through cookies, which can be deleted by the customer. Commissions, which were determined at the
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time of purchase by an affiliate cookie, have a lower priority than lifetime commissions and are
ignored. For example, in case of the lifetime commission having been configured only for Pay-PerLead, the Pay-Per-Sale commissions credited to the affiliate are identified via the cookie.
Installation
In this chapter, all installation steps, from install to set up and operation of a partner programme are
described in detail.
Attention: We would like to keep the price for the actual module low. Therefore we are offering our
module with or without installation service. Without installation service, the module is priced lower –
but we do not offer free support. However, you have the choice of buying the module including or
excluding installation service.
1.6 Installation
To install the Affiliate-Marketing-Module copy the app and skin directories, which are delivered with
the module, to the Magento directory on the web server. After the two directories have been copied
to the Magento folder, all the resources are moved to the correct location automatically. You may
need to confirm the overwriting of already existing directories. After the installation is complete, the
tim
Affiliate Marketing Module for Magento can be configured and the resources can be set up.
1.7 Setup and Configuration
1.7.1 Adjusting the Frontend
Die Link-Box is to make visitors aware of the Affiliate-Programme. (Figure 5: Link-Box).
Figure 5: Link-Box
The text of the box can be edited through the Magento Translation Function. In addition to the box,
an Affiliate Link is also inserted in the footer. It is visible on all pages independent of the layout. The
links in the box and in the footer lead to the main page of the affiliate programme in the front-end
which contains general information about the programme and a registration form. The content of
the pages can be edited via the Static Blocks [Back-end: CMS Static Blocks] Affiliate-Dashboard,
Affiliate-Commissions, Affiliate-Campaigns and Affiliate-Terms (igure 6: Static Blocks).
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Figure 6: Static Blocks
Menu items and other areas that can not be changed by way of Static blocks, can be changed
through the translation function.
1.7.2 General Resources
The main navigation of the Magento back-end is extended after installation by the menu item
affiliate, through which the module is configured and the affiliate programme resources are
managed (Figure 7: Merchant-Menu of the Affiliate-Programme). Additional to the Module-Menu
further resources in the Magento-Backend are configured that are used by the Module. Besides the
Static Blocks for the frontend-pages, as mentioned in the previous chapter, additional Store Email
Addresses, Transactional Email Templates and a new User-Role are established.
Figure 7: Merchant-Menu of the Affiliate-Programme
1.7.2.1 Store Email Addresses and Transactional Emails
The area Store Email Addresses [Backend: System Configuration Store Email Addresses] is extended
after module installation by two new entries (Figure 8: Store Email Addresses). Here e-mail addresses
can be set up that can be selected in lists at various places in the module configuration. The selected
address is then used as a 'from' address during sending.
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Figure 8: Store Email Addresses
The group titled Affiliate - Merchant Notification to Affiliate (sender name and Sender address) is to
be used primarily when e-mails are sent to an affiliate. This happens during a status-change
(Merchant Backend). The sender address of the second group is to be used when the merchant is to
be informed of a module-executed event. In the module configuration the choice of sender address
also affects one or more e-mail templates, which are the framework of the email. To this purpose a
separate template is created during installation in the area Transactional Emails [Backend: System
Transactional Emails] for each event that executes an email-delivery. (Figure 9: Transactional Emails).
Figure 9: Transactional Emails
1.7.2.2 Affiliate-Role
For the purpose of rights management for affiliates a new role called affiliate was set up in the
Magento system [Backend: System Permissions Roles]. Except for the resources that are provided
for affiliates, all further resources for the affiliate role are disabled (Figure 10: Affiliate-Role).
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Figure 10: Affiliate-Role
In the module configuration this role is pre-set, to which those accepted into the affiliate programme
are then assigned.
1.7.3 Module Configuration
After all resources are set-up or rather adjusted, the final module configuration [Backend: Affiliate
Configuration] can be effected. All single parameters are divided into several logically connected
areas (Figure 11: Module Configuration).
Figure 11: Module Configuration
1.7.3.1 General
General Module Adjustments
• Affiliate Permission Role: Using the drop down box, the role can be defined to which
accepted affiliates are assigned to. By default, the affiliate role is selected - the role with
affiliate specific limitations of resources. In the selection box, with the exception of the
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administrator role, all existing back-end roles can be selected (Figure 12: Affiliate
Permission Role).
Figure 12: Affiliate Permission Role
• Affiliate Group: Regardless of status, each affiliate does belong to a group. Via the drop
down an affiliate can be allocated a group that he will be assigned to after registration.
During the module installation, the default group is created, which is preselected in the
drop down box. (Figure 13: Affiliate Group).
Figure 13: Affiliate Group
• New Affiliate Notification: After signing a new affiliate the module sends a message to the
merchant. This setting determines which e-mail template and which sender-address
should be used for that purpose. Via the field Send Emails To the destination address of
the receiver is set (Figure 13: Affiliate Group).
Figure 14: New Affiliate Notification
• New Referrer Notification: Each Affiliate may enter a new referrer via his administration
panel. If a new Referrer is created by the affiliate, the merchant will be informed. The email settings are in accordance with the New Affiliate Notification settings (Figure 15:
New Referrer Notification).
Figure 15: New Referrer Notification
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• Affiliate Status Notification: Here you can set which e-mail templates and sender-address is
used when an email is sent to the affiliate in the event of status changes. The recipient
address is that of the affiliate (Figure 16: Affiliate Status Notification).
Figure 16: Affiliate Status Notification
1.7.3.2 Snippets
HTML templates are called snippets and are used to generate the advertising HTML codes. These
templates include markers which are replaced during code generation with affiliate and promotional
product specific data. The snippets Static Image (a), Animate Image (b), Text (c) and Flash (d)
correspond to the advert-type. Snippets can contain arbitrary HTML-code and variables listed in
Table 1: Snippet-Labels.
Table 1: Snippet-Labels
Variable
a
b
c
d
{{var id}}



 id of the advert
{{var url}}



 URL with advert ID and affiliate ID
{{var name}}



 name of the advert
{{var description}}



 description of the advert
{{var file}}


 link to resource, image or flash file
{{var width}}


 width of the resource
{{var height}}


 height of the resource
 clicktag of the flash file
{{var clicktag}}
{{var text}}
Description

text of the advert
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1.7.3.3 Tracking
When a visitor lands on a merchant page through an affiliate link, the data that was transmitted is
evaluated, and a decision will be made whether a cookie is set. Via the parameters in the group
Cookie Settings changes can be made to decision making process and further features of the
commission evaluation.
Figure 17: Cookie Settings
• Name: The specified value in this field is used as the name of the cookie.
• Lifetime: A number larger than zero denotes the lifetime of the cookie in minutes.
• DB-Lookup: In case of Pay-Per-Lead and Pay-Per-Sale commission-type the cookie
determines the affiliate who has mediated the purchase within the cookie lifetime. If no
cookie was transmitted from the buyer's client, the module tries to find the affiliate
based on the customer-affiliate relationship, if DB-lookup is activated.
• Allowed Referrer Status: A referrer has the status Undefine until it is assigned the Accept or
Deprecated (declined) status by the administrator of the affiliate-programme. If, in the
main administration menu, transactions that are undefined are set to be always valid,
then the individual referrer-acceptance process can be ignored here, then all referrers
(by validated affiliates) are “auto-allowed”.
• Allowed Advertising Status: An advert can have Released, Draft or Hidden status. This status
serves as precondition for the subsequent evaluation, which is configured by the
multiple-choice Advertising Check Values. The evaluation is executed for the status
Released and all subsequent statuses.
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• Advertising Check Values: Via this selection, in addition to promotional status, the multiplechoice attributes of the advertisement can also be checked for validity. If the value
Qualifying Groups is selected the option to release adverts only to selected affiliate
groups is incorporated into the evaluation. If the values From Date and/or To Date are
selected, the validity period for time-limited promotional materials is examined.
The group of parameters Clicks Grouping in the Tracking area concern the Pay-Per-Click commission
type. Not every click that leads a visitor to the merchant page is to be compensated. A single visitor
can cause multiple clicks, or a robot can defraud automatised. Various adjustments allow clicks to be
related to a single source and consequently be remunerated just once. Grouping is achieved by IPaddress and the time period during which the clicks come about. (Figure 18: Click Grouping).
Figure 18: Click Grouping
• Time period: By entering the time period specified in minutes, clicks of the same origin (IP)
are grouped.
• Value: In addition to the grouping by time the IP can also be grouped according to the values
listed in the multiple-choice box. If no values are selected there, a click with origin P1 via
affiliate A1 and a click with the same origin, but via affiliate A2, would be grouped to a
single click and the commission paid to affiliate A1. In case the value Affiliate is selected,
the same click-events would lead to payment for each affiliate A1 and A2 individually.
The more values are used for evaluation the more precisely clicks are grouped.
• Send clicks notification: If this option is activated a division result 0 (quotient) from the clickcount of a grouping (dividend) and the value of the field Notificat quantity (divisor) is
sent to the email address from the field Send Emails To. The email template and senderaddress is set in their appropriate fields.
Manual for the Affiliate-Marketing Module for Magento
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1.7.3.4 Commission
In the area “Commission” the most general settings are made for all commissions. These settings are
used for determining the commission within each affiliate group - if the no more specific settings
were made for the group, or it was deactivated for the group.
Each commission-type is configured by a separate parameter group except Pay-Per-Lead and PayPer-Sale, which have a common set of configuration parameters (Figure 19: CommissionConfiguration).
Figure 19: Commission-Configuration
•
Status: Here the commission-type is deactivated or activated.
•
Commission: In this entry the commission is determined. For commission-type Pay-Per-Sale
a per cent value between 0 and 100 is used.
•
Limited: If the commission is to be time-limited is can be arranged here, by setting the value
to Yes. In this case a time period has to be set via the Begin Date And End Date fields.
•
Lifetime: By way of the Lifetime selection the commission-types Pay-Per-Lead and Pay-PerSale can be activated as such.
1.7.3.5 Payment
In the payment-area a delay of commission payments can be set for each commission-type. The
value between 0 and 12 specifies the delay in months by which actual payment is deferred. The value
0 means no deferment. A deferment of one month for commission-type Pay-Per-Sale would mean
that the credit for the month January 2010 would contain the Pay-Per-Sale commission for the
month of December 2009 (Figure 20: Payment offset).
Manual for the Affiliate-Marketing Module for Magento
by team in medias GmbH :::the Magento-Agency – www.inmedias.de/P/Magento/
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Figure 20: Payment offset
1.7.4 Groups
Affiliate-Groups can be set-up for many reasons [Backend: Affiliate Groups]. The default group is
already set up during module installation. Different settings can be selected for every group and for
all commission-types. You can choose the status Inherit for any commission-type and the moduleconfiguration setting is used. Define: a more custom setting for group and commission-type is used.
The status Disable deactivates commissions for the group.
1.7.5 Affiliates
The data of all registered affiliates is accessible through the Affiliate-Management [Backend: Affiliate
Affiliates] and is distributed over multiple tabs for clarity.
Figure 21: Affiliate-Management
•
Dashboard: The Dashboard presents some info about the affiliate account. A group
of forms under Status updates the status of an affiliate, please refer to the paragraph about
Affiliate Backend.
Before the status can be changed and the changes can be saved, a choice is to be made on
whether the affiliate will be notified by e-mail about the status change. For each state-type
the corresponding e-mail template is used, with a place holder for a note that can be entered
into the field Notice. (Figure 22: Affiliate-Status-Form).
Manual for the Affiliate-Marketing Module for Magento
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Figure 22: Affiliate-Status-Form
•
Account: On the tab 'account' the registration details for the affiliate backend user
can be edited, and a new password can be assigned. The blocked form fields User Name,
First Name and Last Name will be automatically changed indirectly through other inputs.
•
Affiliate Information: The form under this tab allows the editing of personal data of
the affiliate.
•
Address: Here the affiliate's address-data can be edited.
•
Company: Through the Company Form the name of a company that the affiliate
answers to can be entered. Further fields can contain the company type and tax registration
number.
•
Bank Account: The affiliate's financial institution's details are recorded and viewed
here. If the bank is set to Germany Deutschland the option of Bankleitzahl (Bank Code) and
Kontonummer (Bank Account Number) is used. For all other countries the fields for IBAN and
BIC are presented. Bank-details are needed for direct-crediting of commissions..
•
Referring Website: During the affiliate registration you must specify at least one
referrer. The tab Referrer allows control over referrers and changes in status. The value of
the field Search Patterns is used as a search pattern for the referrer identification and is
generated from the URL automatically if no other pattern is entered. The button Add New
Referrer creates as many referrers as desired. The Delete check-box allows deleting. (Figure
23: Referrer-Management).
Manual for the Affiliate-Marketing Module for Magento
by team in medias GmbH :::the Magento-Agency – www.inmedias.de/P/Magento/
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Figure 23: Referrer-Management
Advantage: If you utilise the module in this manner, only sales are counted which are
explicitly initiated by the specified referrer(s). This measure assures you as merchant, that
only authorised websites or websites known to you, advertise your products and get
commission. Furthermore, by this technique click-fraud is impeded.
Disadvantage: Transactions that originate from other sources/referrers, e.g. newsletters or
facebook fanpages will not be counted. Thus, in this mode the module can not be used to
employ affiliate-links in newsletters or social-media platforms. If you want to do this
nevertheless you must disable the referrer-check.
Disable Referrer Check
By way of the tick-box Check Referrer (Yes/No) you can deactivate the referrer-check for
selected affiliates. This is useful when an affiliate wants to place adverts in other media, not
just on websites. Other media can be email newsletters or Facebook fanpages for example.
Manual for the Affiliate-Marketing Module for Magento
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Figure 24: Disable Referrer-Check
If Check Referrer is disabled every transaction is counted whatever the source/referrer it
steams from. Of course the prerequisiteis that you affiliate is using a valid affiliate-link.
Example
for
a
valid
link:
http://www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/click/advertising/1000000
03/affiliate/1/
In this link the number 100000003 is the advertising means e.g. a banner or a text-link which
the affiliate wishes to use in his newsletter. The 1 at the end of the link represents the
affiliate with the ID 1. Basically the affiliate – when the referrer-check is disabled – can pick
arbitrary links from his advertisement portfolio and utilise them in third party media.
Allow Direct Link:
If the option “Allow Direct Link” is inactive ONLY transactions are counted that were created
on the basis of a affiliate-code generated in the system. This code contains a link that
contains the affiliate ID and the ID of the advertisement-means. Thus a relatively meaningful
statistic can be created. Here an example for a typical affiliate-code which is automatically
generated by the system.
<a
href="http://www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/click/advertising/10
0000003/affiliate/1/" target="_blank">
<img
src="http://www.inmedias.de/P/Magento/Shop/media/affiliate/advertising/animate/100000
003.gif" width="160" height="600" alt="Buch Online-Marketing Essentials Banner 1"
style="border:none"/>
Manual for the Affiliate-Marketing Module for Magento
by team in medias GmbH :::the Magento-Agency – www.inmedias.de/P/Magento/
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</a>
<img
src="http://www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/view/advertising/100
000003/affiliate/1/" alt="" style="display:none"/>
The affiliate can now either incorporate this code into his page or use the isolated link
(http://www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/click/advertising/100000
003/affiliate/1/).
If Allow Direct Link is activated for a referrer (affiliate) all transactions that a initiated by an
affiliate website are automatically assigned to this affiliate. Now the complete link is
unnecessary, for example
www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/click/advertising/100000010/affil
iate/1/
but instead it is sufficient to equip an arbitrary text or any advertisement-means with a link
that contains the master domain. Here an example from our shop.
If Allow Direct Link is activated transactions would be counted that originated on the basis of
these links:
http://www.inmedias.de/P/Magento/Shop/inmedias-startseite/magento-affiliatemodul.html
oder
http://www.inmedias.de
oder
http://www.inmedias.de/P/Magento/Shop/
If Allow Direct Link is not activated only transactions are counted that have been initiated
through a affiliate link that has been generated by the system. For example
http://www.inmedias.de/P/Magento/Shop/index.php/affiliate/ad/click/advertising/1000000
03/affiliate/1/
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Advantage: By this option affiliates are no longer required to use individual links and adverts
that contain the tracking code. The affiliate has it easier. A simple link to any shop-page is
enough to tell from which affiliate the transaction has been initiated.
Disadvantage: The merchant no longer receives information on how good different adverts
or advert-texts “sell”.
•
Commission: In the Commission tab the same fields as for the standard and group-respective
commission-configurations are found. In addition to the commission-type form-groupings a
multiple-choice box offers a choice of differing affiliate groups.
1.7.6 Advertisements
Advertisements are managed through the Advertising Menu [Backend: Affiliate Advertising]. The
management encompasses the creation of various advertisements and retroactive changes of the
data. During creation of new advertisements one has to fix a advertisement-type in an intermediated
step before the main form. This can't be changed afterwards. During creation, depending on the
type, varying inputs are required. (Figure 25: Advertising-Type Selection).
Figure 25: Advertising-Type Selection
The selections with the same relevance for all advert-types is shown in Figure 26: Static Advertising
Settings.
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Figure 26: Static Advertising Settings
•
Release Status: The status value of an advert can be Released, Draft or Hidden. It can be
adjusted via a multiple-choice. Depending on the multiple (simultaneous) choices of
Qualifying Groups an advert is only visible to affiliates in their backend-view if it has the
status Released. The statuses Draft or Hidden can be chosen to hide advertisements or flag
them.
•
Redirect to: The field Redirect to designates a web-page address that the visitor, who came
from an advertisement onto the merchant's page, is redirected to after the module has
finished the analysis. Valid entries are a URL or a relative path. If left empty the redirection
leads to the start page.
•
Qualifying Groups: The multiple choice Qualifying Groups restricts the advertisement
visibility to affiliate-groups.
1.7.7 Campaigns
Management and settings of campaigns is done in the Campaigns Menu [Backend: Affiliate
Campaigns]. During creation of new campaigns the campaign-type hat to be set. For now there is
only the type Category. The particulars for a category-campaign are in three tabs: General, Category
and Commission. All form fields of the General tab match those of the advertisement, except the
missing tab Redirect to.
•
Category: : The tab Category contains a category-tree of the online shop. By enabling any
number of categories it can be determined which category applies to the campaigns. In order
Manual for the Affiliate-Marketing Module for Magento
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to save yourself from enabling many subcategories of a superior category, the toggle
Recursion enables recursive inheritance. ( 27: Category Selection for C).
Figure 27: Category Selection for Campaigns
•
Commission: For form groupings Pay-Per-Lead and Pay-Per-Sale the commissions for both
commission-types can be set independently from each other (Figure 28: CampaignCommission-Settings).
Figure 28: Campaign-Commission-Settings
1.7.8 Statistics
In the Statistics area [Backend: Affiliate Statistics] each transaction of each commission type can be
viewed summarised by days (General), by (Affiliate), by (Advertising) and by (Referrer) (Figure 29:
Separate Statisti).
Figure 29: Separate Statistics
On the Dashboard -tab an aggregation of several data is presented ( 30: Statistics Overview).
Manual for the Affiliate-Marketing Module for Magento
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Figure 30: Statistics Overview
On all subsequent tabs in the statistics area the data is presented in tables that can be filtered by
columns. The results are summed up for all rows and presented above the table. For the various
commission-types any transaction can be refused (commission is not paid) or accepted (commission
is paid) retroactively. Both is set via the row-action Pass (Invert) (Figure 31: Actions for Recorded
Transaction).
Figure 31: Actions for Recorded Transactions
Lifetime-commissions for the referring affiliate's referred new customers can also be worked on
retroactively through the row-action Lead Lifetime (Invert) and Sale Lifetime (Invert). In case of the
Pay-Per-Sale commission-type the commission is calculated by multiplying the item's price, quantity
bought and the percentage for the commission. If part or all items purchased are returned the
Manual for the Affiliate-Marketing Module for Magento
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commission has to be re-evaluated accordingly. This is accomplished automatically if the returns
have been entered through the provided Magento function.
1.7.9 Credits
In the credit area [Backend: Affiliate Payment] credits can be created, edited, viewed and exported
in PDF and XML formats. The creation of credits must by initiated by the merchant and require a
year/month time-frame. Optionally credit creation can be initiated for individual affiliates ( 32:
Initiation of Credits).
Figure 32: Initiation of Credits
A newly created credit has the Draft status. In this status the credit is editable and invisible for the
affiliate. When indicated, after adjustments, the credit can be carried to the next higher status
Publish or Paid. From the status Publish the credit is visible to the affiliate as well and can still be
edited or deleted. If a credit has been carried to status Paid it can no longer be changed or deleted.
(Table 2: Functions Dependent on Credit)
Table 2: Functions Dependent on Credit Status
Draft
Publish
Paid
export



delete



update



edit



visible for affiliates



Email alert to affiliate



Manual for the Affiliate-Marketing Module for Magento
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