How to Setup an Affiliate Program – InfluencerSoft

The Subtract Commission in the Case of Moneyback checkbox determines whether the partner’s commissions will be taken away if the customer has requested a refund for any reasons.

The status of the checkbox is remembered at the time the bill is generated. If the checkbox is inactive when the billing occurred, then the partner commission for the bill will not be deleted, even if you change the settings. You may edit the commission in the order card manually.

Ways of Payout

The ways of payout are displayed during registration in the affiliates program. The more options you offer, the more likely your potential partner will find the suitable option and want to cooperate with you. Some options are as follows:

PayPal wallet
Bank details

Commissions

The commissions of the selected level by default is the amount of money you promise to pay a partner in the case of a purchase via the affiliate’s link. It can be a fixed sum and/or with a discount, or a percentage of the product cost.

The two-level affiliates program is displayed by default. But the Add button allows you to add the settings for the third and further levels of the affiliates program.

The number of levels is currently limited to two.

Clicking on the Delete button deletes a level.

The default commissions can be changed in the settings of a selected product or partner.

The Period and Rules of Calculating Commissions

Fee period. The affiliate program is created in such a way that the partner does not need to advertise paid products. He can advertise free materials and give subscribers. The system assigns such subscribers to the partner for a certain period. If during this time the subscriber makes a purchase, the system will automatically charge the payment to the partner.

The period of calculating the commission after the partner’s click numbers in days and can be set from 1 to 365 days, or forever.
Which partner should a fee be accrued for? There can be a situation when a person follows first the affiliate link of one partner and then of another. Depending on who the commissions have been set to be paid out to, the system will determine a person to charge commissions.

Most commonly it is the last partner, when partners advertise a paid product straight off, so it is fair that the partner having advertised the product in a more colorful way and pushed the customer to buy will receive the commissions.

What if a customer is already in your database? It may happen that the client first comes directly without an affiliate link and have signed in or billed a payment, and then have come following someone’s affiliate link afterwards. The checkbox allows you to avoid having to pay affiliate commissions for customers you already have in your database.
The purchase was successful but not via a partner’s link? The last checkbox allows you to set up whether to pay commissions in case the person first comes following an affiliate link and then clicks on a direct link to make a purchase.

Please note that the cases below illustrate possible(!) customer behavior scenarios. We will add more below.

Case 1: If you introduce a preliminary registration for an offline seminar which is to start in 3 to
4 months, then it is highly probable that a user will visit your website several times via the contextual advertising links (just an example) after following the partner link and before the payment. However, the partner role, which does the preparatory work and prepare the customer, is still very substantial. It would not be a good idea to activate the final setting of the partnership program in this case.

Case 2: A user can subscribe to the mailings on his own and receive them for a year with no further purchases. And then this user can see a very attractive description of your services at the partner’s website and decide to pay something. Will it be fair not to grant the fee by using the third setting on the screenshot below? We have no answer to these questions.

You should tailor the settings to your services, features of your target audience, and the model of a partnership program that you want to promote.

Registration Page

The Link to the Partner Registration Page will allow you to register in your affiliate program.

By clicking on the Add a description to the page button, the website builder will open and allow you to create a beautiful and informative partner registration page.

After adding a description, two new buttons will appear – Edit Description and Clear Description.

The Clear Description button will return the page to its standard view, and the Edit Description button will open the Template Designer.

Instructions for Partners

On this page you can set up the affiliate program description. For example, you can specify the conditions of the affiliates program – i.e. the terms of the client’s assignment to the partner, commissions percentage, levels, and so on; or to add rules, for example, ban affiliate links advertising using spam methods.

To add an instruction, use the InfluencerSoft text-based editor:

You can also add the Additional instructions:

The main instruction is displayed at the Promotional Materials section in the partner’s cabinet. The additional one is in the Instructions section.

How It Works

Technical Principles in Simple Words

A click in the context of advertising (and partnership program) is about following the link with an advertising (partner) UTM-tag. This is not just clicking the mouse.

Why should we write about this? The point is that a click is the key aspect of our partnership program. The partners are attached by the data which is collected by a click-event.

Four factors make the event happen and counted:

An inserted click reference code;
The UTM-tags, which are in the URL-bar, but could also be inserted in a button or a form;
A user following a link with UTM-tags or clicking the button/form with the inserted tags; and
The one more option, which does not require any of the above actions — generating an invoice with a discount coupon.

In other words, a website (a website page) user clicks the link or a button, and the click data goes to your browser cookie, if the above-mentioned events are successful. The following data is recorded: click date (clicking the link/button), click time and content (UTM-tag). When a client subscribes or generates an invoice, the click data is transferred to our service and becomes available in a lead card.

How A Partner Is Attached

When a website user purchases a product or subscribes, we check his click records (previously transferred to the system and transferred together with the subscription/invoice generation) and the settings of your partnership program. If the data matches the partnership program settings, the partner will be attached, otherwise the attachment would not work, but the lead history will contain the information about the clicks.

For the Developers

A Click.js script placed on the page parses the URL-bar and divides the parameters from UTM-tags into key-value pairs. They will be transferred to our database in case of subscription or form-based order generated in a personal profile.

The cookies are also uploaded just in case a user does not immediately subscribe or subscribes from another page.

The system defines a partner by the time of the clicks which have already been transferred to the database and makes the decision under the algorithms described above.