Difference between revisions of "NATS4 Walkthrough"

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<span class="title">What's an Affiliate Referral Program?</span>
 
<span class="title">What's an Affiliate Referral Program?</span>
  
Affiliate referral programs, also known as ''Webmaster Referral Programs,'' let affiliates refer other affiliates to your program. The referring affiliate gets paid a percentage for all of the referred affiliate's sales.
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[[NATS4 Affiliate Referrals|Affiliate referral]] programs, also known as ''Webmaster Referral Programs,'' let affiliates refer other affiliates to your program. The referring affiliate gets paid a percentage for all of the referred affiliate's sales.
  
 
For example: Affiliate Alice signs up Affiliate Bob; Alice earns 10% of Bob's sales. Affiliate Bob signs up Affiliate Conrad; Bob earns 10% of Conrad's sales and Alice earns 2% of Conrad's sales. In this setup, Bob is Alice's first tier, and Conrad is Alice's second tier. You can have up to eight tiers and you can pay a different percentage for each tier.  
 
For example: Affiliate Alice signs up Affiliate Bob; Alice earns 10% of Bob's sales. Affiliate Bob signs up Affiliate Conrad; Bob earns 10% of Conrad's sales and Alice earns 2% of Conrad's sales. In this setup, Bob is Alice's first tier, and Conrad is Alice's second tier. You can have up to eight tiers and you can pay a different percentage for each tier.  
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[[Image:Affiliate-Adtools.png|thumb|center|700px|||Adtool's Tab Interface]]
 
[[Image:Affiliate-Adtools.png|thumb|center|700px|||Adtool's Tab Interface]]
  
The right-side box lets affiliates choose which site and program to get
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The "Linkcode Settings" section lets affiliates choose which site and program to get
 
adtools for. You can also select whether you want your [[NATS]] linkcodes to be encoded, un-encoded, or if you want them to display [[Ct#Shortname|shortnames]].
 
adtools for. You can also select whether you want your [[NATS]] linkcodes to be encoded, un-encoded, or if you want them to display [[Ct#Shortname|shortnames]].
  
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The Affiliate My Account page lets the affiliate change their account
 
The Affiliate My Account page lets the affiliate change their account
information, preferences, and send and receive messages.  Six tabs let
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information, preferences, and send and receive messages.  The eight in the "Navigation" box let
 
the affiliate navigate between their settings.
 
the affiliate navigate between their settings.
  
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* The Account Detail tab lets the affiliate change their account information
 
* The Account Detail tab lets the affiliate change their account information
* The Display Settings tab lets the affiliate customize their default layout
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* The Settings tab lets the affiliate customize his default layout, as well as edit e-mail and notification settings
* The Account Settings tab lets the affiliate receive email and notifications about NATS events
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* The Account Change Log tab provides a detailed history of changes you have made to your account
* The Recent Changes tab lets the affiliate see recent changes made to their account
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* The Login History tab provides a detailed history of login activity to your account
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* The Messages tab shows all sent/received messages and notifications
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* The Manage Quick Links tab allows you to remove or change the order of the quick links that appear on the Dashboard
 
* The [[Ct#Campaign|Campaigns]] tab lets the affiliate create or edit campaigns
 
* The [[Ct#Campaign|Campaigns]] tab lets the affiliate create or edit campaigns
* The Messages tab lets the affiliate review messages.  Broadcast messages from administrators will appear here
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* The Payment History tab shows a detailed report of payments that are owed to the affiliate, the payment method, and whether or not the payment has been stored/paid yet
  
 
Using the account settings tab, the affiliate can prevent anyone from
 
Using the account settings tab, the affiliate can prevent anyone from
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this page is easy in the Skins and Templates Admin.
 
this page is easy in the Skins and Templates Admin.
  
[[Image:Affiliate-SupportRequest.png|thumb|center|600px|Figure 1.1 - Affiliate Support Page Default]]
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[[Image:Affiliate-SupportRequest.png|thumb|center|600px|Affiliate Support Page Default]]
  
 
== Skins and Templates Admin ==
 
== Skins and Templates Admin ==
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* The Edit icon lets you edit a template after you customize it
 
* The Edit icon lets you edit a template after you customize it
 
* The Duplicate icon lets you duplicate a template
 
* The Duplicate icon lets you duplicate a template
* The View icon previews the template for you.  '''Note:''' this preview won't contain any dynamic information the template expects, so a correctly coded template may display incorrectly
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* The View icon previews the template for you.  '''Note:''' This preview won't contain any dynamic information the template expects, so a correctly coded template may display incorrectly
 
* The Delete icon deletes the template. You cannot recover a template after you delete it
 
* The Delete icon deletes the template. You cannot recover a template after you delete it
  
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information appears here, you must enable logging in the [[Configuration Admin]].
 
information appears here, you must enable logging in the [[Configuration Admin]].
  
[[Image:Logs-admin.png|thumb|center|600px|The Logging Admin]]
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[[Image:Logs-Admin.png|thumb|center|600px|The Logging Admin]]
  
 
Each log has two action icons:
 
Each log has two action icons:
 
* The View Log icon lets you view the log in chronological order
 
* The View Log icon lets you view the log in chronological order
 
* The Search Log icon lets you search the log for specific information
 
* The Search Log icon lets you search the log for specific information

Latest revision as of 11:06, 5 July 2013

Main affiliate screen

For more information, please see New NATS4 Affiliate Overview

NATS Remote Backup

Your business depends on your affiliate and sales data. If you lose that, you could lose everything. Hosts sometimes provide backup service, but to be safe as possible, Too Much Media offers a NATS data backup service. We will backup all of your NATS database data and templates to our server three times a week and, if your hard drive crashes or you lose data, we reinstall NATS and re-import all of your data at no extra cost.

For more information, please submit a ticket.

Customizing the Affiliate Area

The affiliate area described in the next few sections is fully customizable. You can add your own log, change the page layout, add or remove statistics, and add or remove whole pages. You can change the superficial page appearance by editing the CSS file; you can change page contents in the Skins and Templates Admin described below.

Affiliates see the main affiliate screen when they login to NATS. Like all NATS pages, you can completely customize its layout.

The links on this page take you to the pages described below. The graphs show the affiliate's promotional progress.

The Affiliate Overview

Affiliate Stats

For more information, please see New NATS4 Affiliate Stats

What's an Affiliate Referral Program?

Affiliate referral programs, also known as Webmaster Referral Programs, let affiliates refer other affiliates to your program. The referring affiliate gets paid a percentage for all of the referred affiliate's sales.

For example: Affiliate Alice signs up Affiliate Bob; Alice earns 10% of Bob's sales. Affiliate Bob signs up Affiliate Conrad; Bob earns 10% of Conrad's sales and Alice earns 2% of Conrad's sales. In this setup, Bob is Alice's first tier, and Conrad is Alice's second tier. You can have up to eight tiers and you can pay a different percentage for each tier.

For more information, please see the Affiliate Referrals article.

What's a Campaign?

Campaigns let each individual affiliate track their traffic in their own way. Affiliates tag their referrals by assigning a campaign to their referral links. NATS records the incoming campaign tag and lets affiliates breakdown their campaign statistics on the Affiliate Statistics page.

For example: an affiliate creates two campaigns -- one for each of their sites. Now the affiliate can compare the performance of those two sites.

The affiliate statistics page gives affiliates all the statistical tools they need to analyze and improve their promotions.

This Period's Details

The report lets affiliates get detailed statistical information in an easy-to-use interface. It groups traffic into a dozen different views. For example, the demographics view (illustrated below) lets affiliates view statistics on a continental, regional, or national basis, and the affiliate can compare traffic from several countries side-by-side.

Demographic Report

Similarly, the Statistics report also allows affiliates to "breakdown" performance data by date, site, program, campaign, traffic tag, ad tool, and referring URL.

Affiliates can customize their default view to include whatever statistical reports they find most useful. The right side of the default view shows summaries of the affiliate's site, program, campaign, and adtool activity.


Affiliate Adtools

For more information, please see New NATS4 Affiliate Adtools

What's a Linkcode?

Linkcodes are referral URLs tracked by NATS, Linkcodes can be used directly by affiliates or NATS can embed the linkcode in an adtool for the affiliate.

What Are Downloadable Adtools?

Affiliates download your downloadable adtools and put them on their websites. For example, you can turn a video into a downloadable adtool.

Adding downloadable adtools is easy in NATS. For details, please see the Adding Downloadable Adtools article.

The Affiliate Adtools page lets affiliates get linkcodes and adtools for promoting your sites. You can access the Affiliate Adtools section by clicking the "Tools" link at the top of the page. Its simple tab-based navigation lets affiliates quickly find the type and style of adtool they want and then choose from a list of matching adtools.

Adtool's Tab Interface

The "Linkcode Settings" section lets affiliates choose which site and program to get adtools for. You can also select whether you want your NATS linkcodes to be encoded, un-encoded, or if you want them to display shortnames.

The adtools page comes setup for the most common adtool types, but you can add your own custom types, for example: page peels, very easily.

Affiliate My Account

For more information, please see New NATS4 Affiliate My Account

Overriding Affiliates

You can change an affiliate's settings by overriding that affiliate. When you override an affiliate, you temporarily become that user; you can get their linkcodes, view their statistics, or adjust their account.

To override an affiliate, go to the Affiliates Admin, find an affiliate, and click the Override Affiliate icon. Overriding is explain in more detail in the Affiliates Admin section below.

The Affiliate My Account page lets the affiliate change their account information, preferences, and send and receive messages. The eight in the "Navigation" box let the affiliate navigate between their settings.

My Account Page
  • The Account Detail tab lets the affiliate change their account information
  • The Settings tab lets the affiliate customize his default layout, as well as edit e-mail and notification settings
  • The Account Change Log tab provides a detailed history of changes you have made to your account
  • The Login History tab provides a detailed history of login activity to your account
  • The Messages tab shows all sent/received messages and notifications
  • The Manage Quick Links tab allows you to remove or change the order of the quick links that appear on the Dashboard
  • The Campaigns tab lets the affiliate create or edit campaigns
  • The Payment History tab shows a detailed report of payments that are owed to the affiliate, the payment method, and whether or not the payment has been stored/paid yet

Using the account settings tab, the affiliate can prevent anyone from changing their payment information with the affiliate confirming the change through email.

Affiliate Support

For more information, please see NATS4 Affiliate Support Template

Using Account Reps

Account Representatives help you manage your affiliates so that you can manage your business. Account representatives get to see statistics for the affiliates they manage. They can send news and notifications to their affiliates and receive support requests. You can even pay account representatives a percentage of their affiliate's income.

To create an account representative, please see the Account Representatives article.

We made the support page easy for you to customize so that you can give your contact information and support links to affiliates. Customizing this page is easy in the Skins and Templates Admin.

Affiliate Support Page Default

Skins and Templates Admin

For more information, please see NATS4 Skins and Templates Admin

Other Templates

You can find most of NATS's templates in the Skins and Templates Admin, but certain templates are found elsewhere in the NATS admin.

  • The Site Templates are specific to each tour. They include the most customized template in NATS: the Join Template. You can edit the Site Templates in the Sites Admin.
  • The Mailer Templates let you send mass mailings to your affiliates and members. You can write mailer templates in the NATS4 Mailing Admin.
  • The PayVia Templates change the format of your payment output. You can edit PayVia templates in the Payments Admin.

Template Functions

NATS includes over 50 custom Smarty template functions that let you customize the layout of your site. For example, here are some of the most popular template functions:

For a complete list of template functions, please see the Template Functions article.

You can customize the look and feel of your affiliate program using the Skins and Templates admin. A Skin is a set of templates that work together to provide your affiliates with a consistent user interface. NATS comes with the default skin you see in the affiliate area and you can create as many of your own skins as you want.

The NATS4 Skins and Templates Admin

You will not be able to edit the default NATS skin. This is a failsafe measure, as you will always be able to revert to the default skin if you lose your other code. You can create a new skin by pressing the Create New Skin icon next to an existing skin. A new skin inherits the properties of the skin above it with less indenting -- the parent skin -- and each template in the skin retains its parent's properties until you customize the child's template the first time. Click the edit button to change the skin's name, description, and who can use this skin.

Click the "Edit Templates" action icon to see a list of your skin's templates. The templates follow a specific naming scheme:

  • The admin_ templates display administrative areas
  • The affiliate_ templates display the affiliate areas
  • The external_ templates display the public areas that don't require a login
  • The function_ templates support the other templates
  • The includes_ templates work with the Includes Admin
  • The mail_ templates generate email bodies

To edit a template for the first time, press the Customize icon; clicking this icon separates the child template from its parent. Several other icons also let you work with the template:

  • The Revert icon throws away your changes and restores the child template to a duplicate of its parent
  • The Edit icon lets you edit a template after you customize it
  • The Duplicate icon lets you duplicate a template
  • The View icon previews the template for you. Note: This preview won't contain any dynamic information the template expects, so a correctly coded template may display incorrectly
  • The Delete icon deletes the template. You cannot recover a template after you delete it

Back on the main Skins page, there are Import and Export tabs that let you add a template from your computer or save a template to your computer. You can also change the default skin for the different user types. You can also flush the template cache; click this button if your templates are not displaying correctly.

Billers Admin

For more information, please see NATS4 Billers Admin

Biller Setup Instructions

Since each biller has different settings you must configure and optional settings you may have configured, we have separated the biller instructions into a different article for each biller. For example, we have an article each for CCBill, Epoch, and Netbilling.

You can find the complete list of instructions in the right-side menu of the Billers Admin entitled Biller Instructions.

Working With a Shopping Cart

NATS lets you credit affiliates for sales made through your shopping cart. For example, an affiliate refers a consumer to your landing page; the consumer picks a product, buys it through your shopping cart, NATS tracks the sale and pays the affiliate for the referral. For more information about shopping cart sales in NATS, please see the Shopping Cart Sales article.

The Billers Admin is where you add and modify the settings for your payment processors.

Billers Admin

To add a new biller, pick a biller from the drop-down, enter your account information, click the biller charges tab and enter this biller's charges, and choose when to deduct this billers charges. (For a more thorough description, please see the Billers Admin article)

After you add a biller, a cascade is automatically created. Cascades increase the probability that a surfer will sign-up by adding an extra step to the sign-up process:

  • A surfer visits your tour page
  • They decide to join and fill out your pre-join form
  • NATS sends them to the first biller in the cascade
  • If the biller approves them, NATS makes them a member
  • If the biller doesn't approve, NATS sends them to the next biller in the cascade

NATS keeps sending the surfer to new billers until there are no more billers in the cascade. You can edit the cascade to find the following options:

  • Cascade weight: how often should NATS choose this cascade over other cascades with the same name?
  • Automatic cascades: should NATS send the surfer straight to the first biller in this cascade without trying to collect any information beforehand?
  • Hide cascade: don't let surfers choose this cascade; you can manually choose hidden cascades for surfers
  • Target/excluded: let or forbid surfers from these countries from accessing this cascade

The custom cascade rules let you choose when to show this cascade to surfers. The first matching rule takes precedence over all over rules.

When adding a biller to a cascade, there are a few special options:

  • Stop cascade: when the surfer gets to this step, NATS shows them the denial template
  • Switch cascade: when the surfer gets to this step, NATS sends them to the top a different cascade you choose. You can use this rule to send them to a hidden cascade. You can also use this to switch biller payment methods (ex. if a surfer's credit card gets rejected, send them to a check payment processor)
  • Show template: when the surfer reaches this step, NATS sends them to a template you choose
  • Redirect: when the surfer reaches this step, NATS sends them to any URL you choose

Programs Admin

For more information, please see NATS4 Programs Admin

Build Your Own Anything

The Build Your Own Anything (BYOA) module lets your NATS affiliates build their own tours and advertising tools for inclusion in your affiliate program. They can create site tours, banners, hosted galleries, and full and half page ads for any of your sites. You can pay the affiliate who created the ad tool or tour a commission on all sales that tool generates. For example, you can pay a bonus of $1 for each sale generated by a tour they created.

For more information, please read the Build Your Own Anything Module article.

Shortname Rules

NATS keeps track of programs, sites, and many other things using shortnames. Each shortname must be unique within the NATS program and may not contain spaces or special characters.

Good Shortnames

  • my_program
  • program1

Bad Shortnames

  • my program
  • program#1

NATS uses programs to define how affiliates get compensated for referrals, such as page hits, member joins, and rebills.

The Programs Admin

You have the option to create a new enabled program, or a new disabled program. A new enabled program will automatically enroll all new affiliates in the program, but not current affiliates. A new disabled program needs affiliates to be manually added to the program. Affiliates will not be able to choose which program they will be enrolled in.

Note: If you want to create a new program that will have all current and new affiliates enrolled, you must create a new disabled program, enroll your current affiliates in it, and then manually enable the program.

A new program requires a name, shortname, and type. The name is displayed to affiliates, the shortname is used by NATS as an internal identifier, and the program type defines how affiliates get paid.

  • A Standard Program promotes membership sites
  • A Third Party Program promotes other sites that pay your affiliates for you
  • A Cross Sale Program promotes cross sells between your program and other programs
  • A CCBill-Paid Program bills your customers using CCBill and pays your affiliates using CCBill
  • An Affiliate Referral Program pays your affiliates for referring other affiliates (up to two tiers)
  • An Affiliate Referral 8 Tiers Program pays your affiliates for referring other affiliates (up to eight tiers)
  • An Account Rep Program lets you pay account representatives for managing affiliates
  • An Extended Program lets you pay affiliates for events that aren't tracked by NATS. For more information, please see the Extended Sales article

The extended payout description is for Extended Sales.

After you create a standard program, several new options appear. You can deduct credits, chargebacks, voices, and insufficient funds from affiliate payouts; in a revenue share program, these are removed even if you don't don't check them as they reduce revenue.

You can use the Tours in This Program section to choose which tours are promoted by this program. Set the program's default payouts in the Default Payouts section; the options in the Default Payouts section change depending on what type of program you're using.

On the main Program Admin page, each program has several action icons.

  • The Enable Program or Disable Program change the program's state. For details, please see Enabling and Disabling Programs section of the Programs Admin.
  • The Edit Payout Changes icon takes you to this program's Commissions
  • The List and Modify Enabled Affiliates icon lets you change which affiliates are in this program
  • The Disable Program and Remove Affiliates removes this program

Click the Commissions tab to see a list of each program's default payouts. Click the Edit Default Payouts icon to change the default payouts. Programs listed in red have custom payouts. Click the Setup Payout Changes icon to create or edit custom payouts. You can create standard permanent payout changes, temporary payout changes, tiered payout changes that pay affiliates for sending more than a specific amount of traffic, or recurring payout changes that happen on a schedule. For more information, see the Payout Changes article.

Sites Admin

For more information, please see NATS4 Sites Admin

What's a Site Partner?

Site Partners share in a specific site's revenue. Often site partners are affiliates with a special interest in a site; for example: a site devoted to an actress may have that actress as a site partner. NATS also gives site partners statistics about all of the site's activity.

You make affiliate site partners in the Affiliates Admin and you tell NATS which sites they're partners of in the Sites Admin. For more information about Site Partners, please see the Site Partner article.

The Sites Admin allows you to set up and configure a site in NATS for each website you want to promote.

Sites Admin

Click the Add a Site tab to add a site. There are several different types of sites:

  • A Membership site sells subscriptions
  • A Token site lets surfers buy tokens to use features on the site
  • A Store site sells products through a shopping cart. For more information, please see the Shopping Cart Sales article
  • A Third Party site lets surfers by a membership to a third-party site
  • An Affiliate site lets affiliates refer other affiliates

Next to each site on the main Sites Admin page is a drop-down list of tours and an Edit button. Choose a tour and click Edit to see the tour specific settings.

  • The URL is where surfers start the tour
  • The Linkdomain is the domain linkcodes point at
  • The Default Program is the program that tracks surfers who arrive without an affiliate's program
  • The SPARTA URL only applies to customers that use the discontinued SPARTA software
  • The Language and GeoIP Targeting settings let you send surfers from specific countries to alternative URLs
  • The Email settings let you email members for specific events. Enter a subject to activate the email; click Edit Template to edit the body of the email. Emails will not be sent without setting a subject in the Sites Admin.
  • The Approval, Denial, Upgrade and Postback fields determine where surfers are sent after they're approved, denied, or upgraded
  • The Postback URLs let you send transaction information to your own scripts
  • The User Management URL lets you manage users using your own script. For more information, please see NATS4 Site User Management
  • The BYOA Details are used by the NATS4 Build Your Own Anything Module

Activate the billers for this tour by entering their tour-specific settings, such as merchant ID, passwords, etc. in the Biller Details section. These settings must be obtained from the biller themselves.

You add join options by clicking Setup Additional Options for this Site. There are three checkboxes:

  • The Free Pre-Initial checkbox lets you add a join option that starts with a free trial
  • The Disallow for Old Members checkbox lets you forbid previous members from using the free trial again
  • The Active for All Tours puts this option on all of this site's tours

Enter the join option's prices and join form text and then enter the join option-specific settings in the Biller Codes section.

After you create a join option, you can edit it on the same page. You can also edit its templates -- including the very important template, the join form -- and you can change the Join Option Rules. These rules determine when the join option is shown to surfers.

On the main page of the Sites Admin, each site has several icons.

  • The Edit Site Details icon edits the site's details. For more information, see the Site Setup article.
  • The Add New Tour icon adds a new tour
  • The Set Join Options icon lets you add or remove join options for all tours on this site.
  • The Set Active Programs icon changes which programs this site belongs to
  • The Edit Site Partners icon lets you add site partners to this site. For more information, see Site Partner article
  • The Edit Site Templates icon lets you modify the site templates. For more information, see The Sites Admin Templates article
  • The Redirects icon lets you take traffic to an old tour or program and redirect it to a new tour or program
  • The Delete Site icon removes a site from your Active Sites list.
    • Click the "Click Here to Show Deleted Sites/Tours" link to display your deleted sites and tours

Payments Admin

For more information, please see NATS4 Payments Admin

NATS4 Payments Admin

The Open Payments section lists PayVia types and the total amount you owe all affiliates using each PayVia type. The total includes affiliates whose payout is below the minimum you set. The Stored Payments section lists payments that are ready to be sent out to affiliates. The Sent Payments section lists how much you paid affiliates on specific dates.

In the stored section, you can view, edit, or pay a payment. Click the View Payment Dump icon to view the payment in dump form. While viewing the payment, you can copy and paste the output into a payment processor. You can also edit payments, unstore payments, and mark them as paid.

The Pay Via Types, Dump Formats, and Auto Payments tabs let you configure how to pay affiliates.

Click the Pay Via Types tab to change the payment types available to affiliates. Each list item describes a payment method offered by NATS. The Edit Icon lets you change the options displayed in the list and the Edit Pay Via Setup icon lets you configure the form that collects affiliate account information. Instructions for editing the Pay Via Options are in the Creating and Editing PayVia Options and Dump Formats article.

Click the Dump Formats tab to change the payment output format you download and submit to the payment processor. Choose an output format and click the View Dump Format icon. Instructions for editing the output format are in the Creating and Editing PayVia Options and Dump Formats article.

NATS lets your affiliates get instant payments using the integrated automatic payment systems. You may individually specify which affiliates may use instant payments.

Instant payment only work for full days of sales, but an affiliate can get an instant payment for any full day of sales even if they don't reach the minimum payout amount. At the end of the period, NATS sets up payments normally.

Admin Overview

For more information, please see NATS4 Admin Overview

The NATS4 Admin Overview shows you attractive charts and useful summaries of your program's recent activity.

Overview Graphs

The top of the page contains several tabs that allow you to change what periods you want to view your stats for (i.e., Today, Yesterday, This Week, This Year, etc.). You can also click "Original v4 View" to view your stats in an alternate form. The drop-down boxes here beneath the graphs let you change the criteria used to generate the graph.

A list of newest members appears besides the list of newest affiliates.

Newest Affiliates and Members

You can use the action icons next to each affiliate and member to modify that person's account.

Affiliates Admin

For more information, please see NATS4 Affiliates Admin

Manage your affiliates in the Affiliates Admin.

The Affiliates Admin

The top search box lets you find specific affiliates. After you find affiliates, the Affiliates list shows information about each matching affiliate. Left of each Affiliate is a checkbox and an Icon. Mark the checkbox for several affiliates, scroll to the bottom of the page, and use the Perform Action drop-down to manage each marked affiliate at the same time. Click the icon to edit the affiliate's account access permissions.

Edit Affiliate Permissions

The Account Type drop-down on this page has six options ordered from least access to most access:

  • An Affiliate is a common affiliate.
  • An Account Rep manages affiliates. For more information, see the Account Representatives article.
  • A Site Partner shares site revenues and gets extra statistics. For more information, see the Site Partner article.
  • A Subadmin has limited administrative access
  • A TMMAdmin has full administrative access, but can only log in from the IP addresses specified by the TMM_ADMIN_IPS configuration option. For more information, please see the Configuration Options article
  • An Admin has full administrative access. For more information, see the Admin Accounts article

You can customize the access permissions of users using the Permissions Exceptions check boxes. Enabling a Display checkbox lets the affiliate see that page. Enabling All Actions lets the affiliate perform any action on that page; you can further restrict their access by clicking the links in the Specific column.

On the main Affiliates Admin page, on the right of each affiliate are several action icons:

  • The Affiliate Overview Icon shows the affiliate's account information
  • The Override icon lets you override and take control of that affiliate's account.
  • The Edit Affiliate Details icon lets you change the affiliate's account details page
  • The Affiliate Statistics icon takes you to the affiliate's statistics page
  • The Affiliate Documents icon lets you upload documents for affiliates.
  • The Add Manual Sale icon adds a manual sale.
  • The Add Manual Invoice icon adds a manual invoice. For more details, see the Manual Invoice article
  • The Edit Affiliate Admin Settings icon lets you change several special settings.
  • The Change Affiliate Password icon changes the affiliate's password
  • The Change Affiliate Status icon lets you Disable or Ban affiliates.
  • The Delete Affiliate icon deletes the affiliate's account

An override is an admin's ability to temporarily become an existing affiliate. Overriding as an affiliate doesn't affect the administration interface, but any changes made in the affiliate area change the affiliate's account.

To manually add a sale to an affiliate, go to the Affiliates Admin, find the affiliate, and click the Add Manual Sale icon. Enter the manual sale details and click Add Manual Sale. Warning: you cannot remove a manual sale -- it's a real sale, and you must pay the affiliate for it.

Members Admin

For more information, please see NATS4 Members Admin

Manage your members in the Members Admin:

Members Admin

You can add a new member to your database by clicking the Add Member tab at the top of the screen.

The top search box lets you find specific members. After you find members, the Members list shows information about each matching member and includes several action icons:

  • The View Member Details shows the member's details, including the member's referring affiliate and subscriptions
  • The Edit Member Details lets you change the member's recorded personal details, including their password and account status
  • The Delete Member icon lets you delete a member. This option isn't always available; for more information, please see the Deleting Members section of the Members Admin article

Reporting Admin

For more information, please see NATS4 Reporting Admin

Select the report you want to see using the View Report drop-down. There are a variety of reports to choose from:

  1. The Profit and Loss report shows you program's profit and loss by day
  2. The Retention report shows how long consumers stay subscribed to your sites
  3. The Subscriptions report lists each of your consumer's purchases
  4. The Transactions report lists each of your consumer's purchases
  5. The Fraud report shows potential fraud by your affiliates
  6. The Detailed Trial report lists all trial subscriptions, as well as details on them
  7. The Cascade Activity report shows what steps a surfer takes once they reach the NATS pre-join form
  8. The Account Reps report provides a list of account reps and relevant statistics
  9. The Surfer Actions report lists what actions surfers have taken on your sites
  10. The Affiliate Referral Tier Payouts report displays vital statistics for affiliate referral tiers
  11. The Affiliate Referral Signup Payouts report displays how much you have paid affiliates who refer other affiliates
Profit and Loss Graph

Adtools Admin

For more information, please see NATS4 Adtools Admin

Gallery Builder Add-on

The NATS Gallery Builder module makes it easy to send galleries to your affiliates. You add a series of rules that can apply to an unlimited number of galleries. Then publishing a new gallery adtool is as easy as uploading your pictures or videos to a web server. For more information, please see the NATS4 Gallery Builder Module article.

The Adtools Admin lets you setup and manage your adtools, such as banners, hosted galleries, downloadable adtools, and feeds.

Adtools Admin

The Adtool Categories list shows information about each adtool category. Right of each adtool category are several action icons:

  • The Move Category Down and Move Category Up icons changes the order each category is displayed on the Affiliate Adtools page
  • The Edit Adtool Category icon lets you change the category name and description
  • The Disable Adtool Category deletes the adtool category

Each adtool category has one or more adtool types. Right of each adtool type are several action icons:

  • The View Adtools icon lets you add or edit adtools. For more information, see the Adding and Editing Adtools section below
  • The Move Type Down and Move Type Up icons change the order each category is displayed on the Affiliate Adtools page
  • The Edit Adtool Type icon lets you change the adtool type's description, template, and fields
  • The Duplicate Adtool Type icon duplicates an adtool type. For more information, see the Duplicating Adtool Types article
  • The Delete Adtool Type icon deletes the adtool type. You can see deleted adtool types by clicking the Show Deleted Types link

Click the View Adtools icon to view all adtools in this type. Left of each adtool is a thumbnail (if applicable). Right of each adtool are several action icons:

  • The Edit Adtool icon lets you change this adtool
  • The Edit Groups icon lets you assign this adtool to groups
  • The Add a New Rule icon lets you specify where and when this adtool is available to affiliates. For more information, see the Rules article.
  • The Delete Adtools icon deletes this adtool. You can see deleted adtools by click the Show Deleted Adtools link
Edit Adtools

An adtool group lets you manage groups of adtools by something besides category or type. For example, you can create an adtool group dedicated to a specific product. Click the Groups tab to manage adtool groups.

Third Parties Admin

For more information, please see NATS4 Third Party Admin

The Third Parties Admin works similarly to the Billers Admin described above.

The Third Parties Admin

To add a new third-party, pick a third-party from the drop-down and click Add. Click "Edit Account Info" and enter your account information, then click the biller charges tab and enter this biller's charges, and choose when to deduct this third-party's charges. You can also view poll details by clicking the "View Poll Details" icon.

After you add a third-party, you must setup a third-party site in the Sites Admin. Go to Sites Admin, create a new site, choose a Third Party Site, and choose the third-party to use.

Upsells Admin

For more information, please see Upsells Admin

The Upsells Admin displays and lets you edit your upsells and cross-sells. A cross sell gets sent to a biller when a surfer submits your pre-join page and the biller displays the option for another site on their join page. An upsell is an option the member can select after they join your site.

The Cross Sells Admin

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You must add a biller that supports cross-sells in your Billers Admin first. To add an incoming or outgoing cross sell, please see the Upsells Admin article.

Mailing Admin

For more information, please see NATS4 Mailing Admin

Adding Linkcodes to Emails

NATS lets you automatically generate affiliate linkcodes when you send emails to affiliates using the nats_list_linkcodes template function. You can list linkcodes in an email or automatically append the natscode to an emailed tour link.

For more information, see the nats_list_linkcodes article.

The Mailing Admin is a section of NATS that allows you to send automated emails to your affiliates and members.

The Mailing Admin

The Active Mailings list shows information about each uncompleted mailing. Right of each mailing are several action icons:

  • The View Mail icon previews both the plain text and HTML versions of the email
  • The Edit Mail icon lets you edit both the plain text and HTML versions of the email
  • The Send Mail Rules icon let you customize which members or affiliates get this email, as well as conditions on which the email is sent
  • The Send Test Mail to Myself icon sends a test mail to your email account
  • The Send Mail Now sends the email to listed members or affiliates now
  • The Delete Mailing icon deletes this email

The Completed Mailings list show information about each completed mailing . Right of each mailing are several action icons:

  • The View Mail icon previews both the plain text and HTML versions of the email
  • The Send Test Mail to Myself icon sends a test mail to you
  • The Send Mail Now sends the email to listed members or affiliates now
Set Display Rules

You can prevent NATS from sending email to affiliates and members who don't want to receive your email. To do so, click the Remove Lists tab and enter affiliate or members names into the remove list boxes. No matter what display rules you set, none of these affiliates or members will receive a Mailing from NATS.

News and Notifications Admin

For more information, please see News and Notifications Admin

The NATS4 News and Notifications Admin lets you send news items to all of your affiliates or notifications to specific affiliates.

The New and Notifications Admin

All affiliates receive news; NATS displays the most recent news item at the top of their Affiliate Overview page. To create a new news item, go to the News & Notifications Admin, choose a section from the right-hand drop-down box, and click the Add News Item tab. Enter your news item and choose a display date. You may enter the date in any format PHP's strtotime function will parse it.

Notifications act like emails. You can send a notification to specific affiliates or all affiliates, and affiliates can read the notification and then delete it. NATS displays the number of new notifications at the top-left of every affiliate page. Clicking on the number of new notifications or going to the Messages tab of My Account shows the affiliate their list of received and sent notification.

To send a new notification, go to the News & Notifications Admin, click the Send Notification tab, and enter the subject and body your notification. In the Send To field enter an affiliate's username or enter ALL to send the notification to all affiliates. To bold a notification in the affiliate's notification inbox, mark the Severe checkbox.

You can also search notifications, as well as seeing what notifications have been sent to you, and what notifications you have sent out to your members or affiliates, through the "Notifications" tab at the top of the page.

Cleanup and Maintenance Admin

For more information, please see NATS4 Database Cleanup

The Cleanup Admin lets you remove old information from your NATS database and logs. As a failsafe measure, you cannot remove information vital to payments, payouts, or statistics. All database cleanings make a SQL-formatted backup of the data to be removed and place it in the nats/backups directory. Cleanup of a large amount of files can take a long time to run, so we recommend you regularly cleanup your logs.

The Cleanup and Maintaince Admin

Tables that should be cleaned soon are colored blue. Clean a table by clicking on the Clean Table icon to its right or view information about the table by clicking on the View Table icon.

Configuration Admin

For more information, please see NATS4 Configuration Admin

The Configuration Admin lets you manage your NATS configuration settings. It is not necessary to set up this Admin, as the default settings provided by your NATS install should work with your site. You should be certain of what you are doing before you edit these settings, as it is possible to cause internal problems when changing some settings.

The Configuration Admin

The NATS configuration admin works in conjunction with the NATS configuration file. The configuration file is stored in the NATS directory on your server as includes/config.php.

Several tabs let you find configuration options:

  • The Home options are the primary NATS settings. Some options can't be edited; if you need these options changed, please submit a ticket
  • The Security options configure who can access secure areas of your NATS program. Be careful editing these settings: you can easily lock yourself out
  • The Fraud options allow you to configure your fraud detection settings
  • The Billers options provides very specific options for further configuring your billers
  • The Email options tell NATS when to send emails, as well as the subjects of the emails and what address to send them from. NATS only sends email if you enter a subject in any of the fields
  • The Affiliates options let you set affiliate requirements, as well as what is displayed to them on the main Affiliates page
  • The Currency options change the exchange rate or how currency is displayed. Currency exchange rates must be manually set up here.
  • The Cronjobs options change how NATS does scheduled tasks
  • The Logging options change what NATS logs
  • The Display options affect what will be displayed in admin areas and reports

For a description of important options, please see the Configuration Options article.

Logs Admin

For more information, please see NATS4 Logs Admin

The logs admin lets you view information logged by NATS. Before any information appears here, you must enable logging in the Configuration Admin.

The Logging Admin

Each log has two action icons:

  • The View Log icon lets you view the log in chronological order
  • The Search Log icon lets you search the log for specific information