0% found this document useful (0 votes)
77 views26 pages

Affiliates and Referrals en Guide

Prestashop affiliates module - En Guide

Uploaded by

muhammad.sohaib
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
77 views26 pages

Affiliates and Referrals en Guide

Prestashop affiliates module - En Guide

Uploaded by

muhammad.sohaib
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 26

FME Modules

Referral & Affiliate Program with


Loyalty Coins

User Guide
Referral & Affiliate Program

Intended Audience

The content of this document is designed to facilitate the users -managers,


supervisors and others of Affiliates Pro, Affiliate & Referral Program
PrestaShop Module. A step by step instruction has been added to this
document to help users to install the module on PrestaShop.

As a safe practice always backup your files and database before installing
any module on PrestaShop. If you are looking for someone to install the
module we can do it for you as well. Just go to the following link and let
support know the order id to expedite the installation process.

Once you have installed please see the User Guide to help you
understand on how to use the module to its full capacity. If you still have
questions feel free to contact us on the support platform where you
bought this module.

If you have any custom requirements feel free to touch base with us.

ii | User Guide
Referral & Affiliate Program

Table of Contents

Intended Audience .................................................................................................................................... ii


Overview .................................................................................................................................................. iv
Installation Instructions ........................................................................................................................... iv
How Users Can Access Affiliates ............................................................................................................... v
How to Configure the Module .................................................................................................................. x
Configuration ............................................................................................................................................ x
Dashboard ............................................................................................................................................... xv
Manage Affiliates .................................................................................................................................... xvi
Manage Referrals ................................................................................................................................... xvii
Order Reward ........................................................................................................................................ xviii
Rules ........................................................................................................................................................ xix
Withdrawal Requests .............................................................................................................................. xix
Loyalty Coins ............................................................................................................................................ xx
Banners ................................................................................................................................................... xxi
Discounts ................................................................................................................................................ xxii
Statistics ................................................................................................................................................ xxiii
Convert Customers to Affiliates ............................................................................................................. xxv
Disclaimer.............................................................................................................................................. xxvi
Support.................................................................................................................................................. xxvi
Customization ....................................................................................................................................... xxvi

iii | User Guide


Referral & Affiliate Program

Getting Started!
Overview

PrestaShop Affiliates module allows your customer to sign up for affiliate programs and earn a
reward for referring customers. Boost your sales by enabling customers to promote your
products and services and earn rewards.

Installation Instructions

1. Log into PrestaShop administration panel, go to Modules → Click Add new module.

2. Select Affiliates.zip which you downloaded and click upload this Module.

3. Scroll down and find Affiliates and click Install.

4. Clear Cache in Advance Parameters → Performance.

iv | User Guide
Referral & Affiliate Program

How Users Can Access Affiliates


Registered users can access Affiliates from their account panel, also loyalty coin history can be
seen as shown below:

As you click on it users will get access to the following features.

• Invite Friends: User can invite friends using their own link or coupons and can also
include some personalize message

• Discount voucher is also shown

• Details of rewards for each level is also available letting users know what they will earn
for each level.

v | User Guide
Referral & Affiliate Program

vi | User Guide
Referral & Affiliate Program

• Banners: User can use these banners for invitation, banners can be add to their own site
or blog

• Pending Referrals: From here user can view the status of their referrals as if they have
been approved by the admin or not.

• Referrals List: Approved referrals will appear here.

vii | User Guide


Referral & Affiliate Program

• My Rewards: Rewards earned by the user.

• Payment Details: Payment details showing the payment options for the users, admin
can offer multiple payment options.

• My Statistics: Shows details of earing for this user.

viii | User Guide


Referral & Affiliate Program

• Loyalty Coins: Shows details of coins earned and withdraw for this user. It will include
Earned Coins, Redeemed Coins, Withdraw Coins, and Payment Settings.

ix | User Guide
Referral & Affiliate Program

How to Configure the Module


At the back office, go to Modules > Module Manager > Affiliates. Click on Configure to
continue.

Configuration
General Settings
Go to Modules > Modules Manager > Affiliates > Configure > Configuration > General Settings.

x | User Guide
Referral & Affiliate Program

• CMS Page for Conditions of Use: Link to a page outlining affiliate rules and conditions.

• Minimum Amount Allowed for Withdrawal: The minimum earnings required for
affiliates to withdraw funds.

• Payment Holding Time: Duration before referral payments are released.

• Referral Key Length: Define the length of unique referral codes.

• No. of Orders to Enroll in Affiliate Program: Minimum completed orders required for
referral program eligibility.

• Enable Reward for Orders with Vouchers: Allows rewards on orders where vouchers
are used.

• Enable Reward for Products with Specific Price: Rewards apply to discounted or sale
products.

• Welcome Message: Custom message for new affiliates.

• Give Discount to Referrals: Option to give a discount to referred customers.

• Discount Type: Set discount as a fixed amount or a percentage.

• Discount Value: The specific discount amount offered.

xi | User Guide
Referral & Affiliate Program

Affiliation Settings
Go to Modules > Modules Manager > Affiliates > Configure > Configuration > Affiliation
Settings.

• Affiliation Program group access: Admin can restrict affiliate program access to specific
user groups.

• Statuses to Approve Order rewards: Reward will be given only when order statues
change to the statuses selected by admin here.

• Statuses to Cancel Order rewards: Reward will be cancelled only when order statues
change to the statuses selected by admin here.

xii | User Guide


Referral & Affiliate Program

Payment Settings
Go to Modules > Modules Manager > Affiliates > Configure > Configuration > Payment Settings.

• Default Payments: These payment methods will be available to affiliate at the frontend

• Wire Transfer Setting:

• Custom Payments: Admin can also add a custom payment method using this option

xiii | User Guide


Referral & Affiliate Program

Social
Go to Modules > Modules Manager > Affiliates > Configure > Configuration > Social

• Icon Theme

• Enable Social Labels: It will show social icons on frontend

xiv | User Guide


Referral & Affiliate Program

Dashboard
From here user can manage several functionalities.

• Affiliates: Manage and view all affiliate accounts.

• Referrals: Track referred users and their status.

• Withdrawal Requests: View and process affiliate withdrawal requests.

• Add Order Reward: Assign rewards for specific orders.

• Add Rule: Set conditions or rules for affiliate rewards.

xv | User Guide
Referral & Affiliate Program

Manage Affiliates
Go to backend > On left hand side Affiliates > Manage Affiliates

Admin can manage the affiliates from here.

Edit Affiliates

• Approval: Option to approve the affiliate.

• Reference Key: Option to generate the reference key for referrals.

• Referral Discount: Option to add discount for the referrals.

• Voucher Code (Optional): Admin can generate the voucher code for the referrals.

xvi | User Guide


Referral & Affiliate Program

Manage Referrals
Go to backend > On left hand side Affiliates > Referrals

Admin can manage the referrals from here.

Edit Referrals
Admin can allow the referral status by enabling this option from here.

Admin can view the referral’s details from here, like; Orders, Carts, Purchased Products, Last
Connections, Addresses.

xvii | User Guide


Referral & Affiliate Program

Order Reward
Go to backend > On left hand side Affiliates > Order Reward

Option to add level based rewards for the affiliate levels. Admin can add one rule per Affiliate
Level. Admin can add total 4 rules as the module offers 4 level affiliate system.

Once you edit an Order Reward you will have access to the following:

• Affiliate Level: Option to choose an affiliate level.

• Status: Enable to enable it

• Reward Type: Four types of rewards to choose from, ie; Fixed, Percentage of total
orders, Product specific and Category Specific.

• Value: Enter the value

• Tax: Option to include or exclude tax.

• Minimum Order Value: Affiliates must get this minimum order value to obtain reward.

• Parent Affiliates Reward: Option to add the percentage reward of what the current
level affiliate is getting.

xviii | User Guide


Referral & Affiliate Program

Rules

The module lets you “Add Rules” or edit existing ones. Once you add / edit a Rule you will have
access to the following:

• Affiliate Level: Select the affiliate level


• Minimum Referrals: Option to add minimum number of referrals, an affiliate gets to
receive reward.
• Maximum Referrals: Option to add maximum number of referrals, an affiliate gets to
receive reward.
• Reward: Enter the reward
• Parent Affiliates Reward: Percentage reward of what the current level affiliate is
getting. For example; if you set above Reward $5 than setting here 50% will be
rewarded to parent affiliates $2.5 each.
• Status

Withdrawal Requests
Admin can view the pending withdrawal requests by the affiliates.

xix | User Guide


Referral & Affiliate Program

Every single request could be seen by an individual. Clicking on View button will open that
specific withdraw requests. From here admin can accept or cancel the request.

Loyalty Coins
A new feature has been added to the module where loyalty coins could be earned on every
purchase of a product. These points could be redeemed as amount and use this while ordering
a product.

xx | User Guide
Referral & Affiliate Program

• Loyalty Coins for Customers: Option to enable the coin reward system.

• Loyalty Coins Withdraw: Admin can enable/disable the option to withdraw the coin.

• Show loyalty Coins on Product Page: Users will see coin earned while purchasing this
product.

• Per 1 US Dollar: Option to set the number of coins earned against each US Dollar
shopping.

• US Dollar Per 1 coin: Coins value in dollar rate

• Maximum Coins per Order: Option to specify the maximum number of coins that users
can use in their shopping cart.

• Details: Admin can add text for user’s information using WYSIWYG editor. This will be
shown on product page.

• Description: Description shown on product page.

Banners

Here you can add banners or edit them. Click on + for add a new banner for the front end.

xxi | User Guide


Referral & Affiliate Program

Discounts

Discount can be generated from here.

• Information: Set basic details for the discount.

• Conditions: Define eligibility criteria for the discount.

• Actions: Specify discount type and value applied.

xxii | User Guide


Referral & Affiliate Program

On discount admin have to select the customer group Affiliates in order to apply it for the module.

Statistics
Admins can view statistics for each Affiliate individually.

Once you click on View you will get access to the following:

xxiii | User Guide


Referral & Affiliate Program

xxiv | User Guide


Referral & Affiliate Program

Convert Customers to Affiliates


Admin have the option to convert the customers into affiliates.

xxv | User Guide


Referral & Affiliate Program

Disclaimer

It is highly recommended to backup your server files and database


before installing this module.

No responsibility will be taken for any adverse effects occurring


during installation.

It is recommended you install on a test server initially to carry out


your own testing.

Support

If you need more information or have any questions or problems,


please refer to our support helpdesk:

You can log a ticket and a support technician can assist you further.

Customization

If you have requirements that are not covered by our module and you
need to have our module customized, feel free to contact us through
support helpdesk.

xxvi | User Guide

You might also like