KnowledgeCenter/AmeriCommerce/Driving Sales, Marketing, & SEO

Creating and Managing Affiliates

Americart Support
posted this on September 05, 2012 18:26

Creating an Affiliate

An affiliate can be created in two ways:

  1. A potential affiliate uses your affiliate program sign-up form to submit an application at Affiliate Signup URL: http://www.yourdomain.com/store/affiliates/join/apply.aspx When the information is submitted, it is entered into the database with a "pending" status. You can then choose to either approve or deny the application. Upon approval, the affiliate is created and ready to begin.
  2. You can create the affiliate manually from the affiliate list page. Click the New button on top right to bring up the affiliate editor, where you can input all of the affiliate's details.

How to Create an Affiliate Manually

To create an affiliate manually, navigate to the Affiliates List page in your administration console. Click the New Affiliate button to enter the affiliate editor and begin adding a new affiliate.

 

  1. First, enter the settings for this affiliate. Refer to the Affiliates reference for detailed descriptions of each field.
  2. Fill out the affiliate application with the information for this affiliate. These are the same fields that would be filled out by an applicant using your affiliate application form. Each section of fields has a description above it explaining their purpose.
  3. When finished, click the Submit button, or click the icon at the top of the page.
  4. The affiliate should now be present in your Affiliates List with the status that you chose in the affiliate's settings.

How to Review and Approve (or Deny) an Affiliate Application

When an affiliate applies to your affiliate program, you should receive an email with the pertinent information. Upon receiving, click the link in the email to open your administration console and bring you to the Affiliates List page.

 Any new applicant to your affiliate program will be listed with a Pending Approval status. This can easily be identified by the yellow background color in the status column. Changing the status of an affiliate (to approve or deny) is a very simple process, detailed below. 

 

  1. Check the checkbox at the beginning of the row that corresponds to the affiliate that you wish to change the status of. If you wish to change a batch of affiliates en masse, you can check multiple boxes at once, or check the box in the column header to check all of the boxes.
  2. In the affiliates menu, locate the drop down menu to the right of the word Set. This list contains all possible affiliate statuses. Select the one that you wish to change the status to. To approve an affiliate application, change the status to Enabled. To deny, set it to Denied.
  3. Click the (Insert green arrow icon thing) button to proceed with the changes. After the page refreshes, the changes should be reflected in the status column. 

Managing Affiliates

Managing affiliates is done through the same Affiliates List interface. From the Affiliates List page you can view a brief overview of each affiliate in the grid on the page, seen in the screen shot above. For a detailed description of each column, see the affiliate reference section.

Editing an Affiliate

  • To edit an affiliate, simply click the button at the beginning of the row of the affiliate you wish to edit. You will then be brought to the affiliate editor where you can edit any of the affiliate's information.

Viewing an Affiliate Report

  • To view a detailed report about the affiliate, click the button and you will be brought to the Affiliate Analysis report for that affiliate.

Deleting an Affiliate

  • To delete an affiliate, click the button. A confirmation dialog will pop up asking to confirm the deletion.

Contacting an Affiliate

  • To send an email to the email address specified for the contact associated with an affiliate, simply click the name of the contact in the list.

Exporting the Affiliates List

  • To export the list of affiliates to an Excel spreadsheet, click the button and you will be prompted to download or open the spreadsheet.

Changing the Affiliate Program Settings

  • To change the settings for your site's affiliate program, click the button to go to the affiliate program settings page. For a detailed explanation of all of the options on the settings page, see the affiliate reference section.