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Created: 12/09/2019 | By: Magenest | Support Portal: https://servicedesk.izysync.com/servicedesk/customer/portal/152
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Introduction
Affiliate for Magento 2 helps store owners create comprehensive affiliate programs for their products with flexible referral rules. The extension works effectively as a marketing solution that boosts sales and expands the market with less effort from your in-house team.
Feature
For Admin
- Manage the affiliate account, approve the participant request.
- Set the time to receive the commission for the affiliate.
- Manage the withdraw: approve the withdraw withdrawal request, set the withdraw withdrawal value and fee.
- Create up to 4 affiliate programs with 4 default types: Pay Per Click, Pay Per Lead, Pay Per Discount, Pay Per Sale.
- Set unlimited commission tiers for each affiliate program.
- Set the rule for each program.
- Manage affiliate campaign, create the banner for each campaign with two available types: text and image.
- Manage the affiliate transaction details.
For Customer
- Get a specific coupon for referring.
- View the referred transaction.
- Request the withdraw.
- View affiliate statistic statistics with the details on each program.
- View and get the affiliate banner to their own store.
- View the commission details for each type of program.
Configuration
On the backend, go to Magenest Afiliate Affiliate > ConfigurationConfigurations.
On the Configuration Configurations page:
General Configuration
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Enable Affiliate Module: choose Yes to activate the affiliate feature.
Auto Join Affiliate program when Program for New Customer registers:
- If Yes: the customer Customers will automatically join the affiliate program when registering for a new account on the store website.
- If No: customer Customers need to join the affiliate manually on My Account page.
Admin need review affiliateApproval for Affiliate Request: If Yes, the customer has to wait for the admin to approve the participant request to be able to join an affiliate program.Commission Configuration
Enabled Add Commission : Choose Yes to enable the commission policy for the affiliate program.
Add commission to affiliate account balance when: decide the time to give commission to the referer between two options: Order Complete and Create Invoice.
When Order Obtained Status: decide the time to award the commission to the referer when the order is in the corresponding status.
Note: This configuration field is not applied to the affiliate program for leads. In the "Pay Per Lead" program, the referrer will receive a commission when the purchase orders of the referred leads meet the conditions set in the configuration for the Pay Per Lead program. And the status of these orders is Completed.
Commission Holding Period (Days): Holding day: enter the number of days that the commission is held before being added to the referer balance.
Subtract commission from affiliate account balance when refundCommission When Creditmemo is Created: if choose Yes, it will subtract the commission from the referrer account balance when there is a refund for the purchase of the referred.
Then set the subtract value on Subtract commission type and Subtract commission value.
Coupon Code Configuration
Choose the Price Rule for the affiliate program. There are two default Price
Note: When creating the cart price rule, admin need to enable Use Auto Generation so that it will automatically generate the specific coupon for each referrer.
Withdraw Configuration
Auto approve withdraw requests: If choose No, the withdraw request need to be approved by the admin.
Allowed Methods: choose the method for the referrer to receive the commission.
Then set the Withdraw value on Min Withdraw, Max Withdraw, Withdraw Fee.
(The amount to be deducted will be equal to the commission received from the respective order)
Withdrawal Configuration
- Set the Withdraw value on Minimum Withdrawal Amount, Maximum Withdrawal Amount.
- Withdraw Fee: If choose Yes, the customer will be charged the withdrawal fee.
- Fee Type: Withdrawal calculation type. There are 2 types: By Percent and Fixed Amount.
- Then set the Withdraw value on Fee Value.
Policy Configuration
- Policy Block: Select the block that will be the policy of the affiliate program.
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Manage Affiliate Program
Note Note: Admin can create up to 4 programs.
On the Admin site, go to Magenest Affiliate > Program.
To create an affiliate program, on the Affiliate Program page, click on Create New Program button.
On the Affiliate Create Program page
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: select
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the type for the new program. There are four default options: Pay Per Lead, Pay Per Sale, Pay Per Discount, and Pay Per Click.
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Pay Per Lead: in this program, the referrer will receive the commission for each account created in the store with their own unique code.
- Set the necessary information for the program.
- Set and adjust the commission for the program in Is Single Tier Active field and Configuration Tiers section.
- Limit Min Spent: enter a certain amount that the referred need to spend on the store so that the commission for leads is applied.
Pay Per Sale: In this program. the referrer and referred account are connected by the Unique Code given by the referred. The referrer will receive a commission from the purchase of the referred.
Pay Per Discount: In this program, the referred makes a purchase with Referral Coupon given by the referrer to receive a discount for the order. Then a commission is added to the referrer's balance as well.
- Set the necessary information for the program.
- Shopping Cart Price Rule: Select cart price rule will apply to this program.
Pay Per Click: In this program, the referrer will receive the commission for each click from the referred on the affiliate link.
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Manage Campaign
On On the Admin sidebar, go toMagenest Affiliate Affiliate > Campaign.
On Manage On Campaign Page
Campain Information
Enter the main information for the campaign including name, status, description, and the period that the campaign set as new.
Banner
In this section, you can see the banners currently assigned to this campaign.
Manage
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Banner
For each campaign, the admin can create a banner for it so that the merchants who participate in the campaign can put the banner on their store.
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- On the Admin sidebar, go to Affiliate > Banner.
- Click on Create a banner for this campaign.
On Banner Management Page
- On Banner page
- Assign the banner to a particular campaign on the Campaign field.
- Fill in the necessary information for the new banner.
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Manage Account
Admin can manage and approve the participant request of the customer.
On the Admin sidebar, go toMagenest Affiliate Affiliate > Account.
On the Customer Listing page, Affiliate Account listing page, the admin can view the affiliate participant and approve the request for the new participants.
- The status of the account that waits for approval is Pending.
- Mark an account, then on the Action field, select Change Status > Approve / Reject to change the status of the account.
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Manage the withdraw
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On the Admin sidebar, go to Magenet Affiliate > List Withdraw.
On the Withdraw Listing page, the admin can view, approve, or decline all the withdraw requestwithdrawal requests.
- On the withdraw withdrawal list, click on a pending withdraw withdrawal request.
- On the View Withdrawal page, click on Capture Payment/Decline Payment button to approve/decline the withdrawal.
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Manage Transactions
- On the Admin sidebar, go to Affiliate >Transaction.
- On the Affiliate Transactions page, the admin can view or create a new transaction.
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On the frontend
After After joining the Affiliate program, the customer can get their own codes for referring on to the Promotion Materials session.
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Referral Link & Code
- Your Unique Register Link: Customers can get the available link to send to the referred. This referral link is used in the Pay Per Lead program.
- Your Unique Code: the referer can edit the code manually or get the available code to send to the
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- referred. This code is used for connecting the referrer account with the referred account in the Pay Per Lead and Pay Per Sale program. The referred enter this code when creating an account on the store. In case the referred has had an account already, they can enter the Unique Code of the referrer on Your Referrer Unique Code field.
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- Coupon Codes:
- The referred uses this coupon to get a discount when purchasing. And the referrer receives a commission for this discounted purchase.
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- This code is used in the Pay Per Discount program.
- Campaigns: Customers
Customer can view all the transaction made by their referrer.
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- can view all the
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- campaigns to participate and take the banner to put in the store.
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- They will receive the commission
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- for each click on the banner when putting the banner on their store.
Customer Customers can view the affiliate statisticprograms.
Transactions and Account Statistics
Customers can see the list of accounts they have introduced in the lead tab.
Withdraw:
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Policy
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Update
- When a new update is available, we will provide you with a new package containing our updated extension.
- You will have to delete the module directory and repeat the installing steps above.
- Flush the config cache. Your store and newly installed module should be working as expected.
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Support
- We will reply to support requests within 2 business days.
- We will offer lifetime free update and 6-month free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other services such as customizing our products, installation and uninstallation service.
Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.