Difference between revisions of "NATS4 Account Representatives"
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| − | This article explains how to | + | This article explains how to set up an Account Rep Program, promote an [[ct#Affiliate|Affiliate]] to an [[ct#Account Representative|Account Representative]], and assigning an Account Representative to Affilites. |
| − | [[ct#Account Representative| | ||
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| − | |||
| − | + | ==Creating Account Rep Program== | |
| − | account | + | First create an account rep program. This is the same process as creating any other program. |
| − | + | Go to the programs admin, and click on the create a new disabled program link. From there add a | |
| − | the | + | name, short name, and choose the account rep program type. You will then see the edit program form. |
| − | + | Here you can add what sites you want the program to apply to, as well as set the default payouts. | |
| − | + | You have three options in the default payouts: | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | *% Revenue - pays out a percentage of the revenue | |
| + | *Fixed - pays out a fixed amount | ||
| + | *Start - describes how many sales need to be made before the account rep begins to receive payout | ||
| + | |||
| + | ==Promoting an Affiliate to Account Rep== | ||
| + | After you've set the default payouts and sites to be used, go to the affiliates admin and | ||
| + | search for the affiliates you want to make account reps. To promote an affiliate to account rep status, click the icon left of the affiliate's username in the Affiliates Admin. This takes you to the account access screen. You can change their account type from this screen and also limit their access to NATS admin areas. Click on the drop down list at the top of the page labeled Access Level and select "Account Rep." | ||
| + | |||
| + | After the affiliates have been made account reps you will need to add the account reps to the program | ||
| + | using the list & modify enabled affiliates button from the program admin. | ||
| + | |||
| + | ==Assigning Account Rep to Affilites== | ||
| + | Finally you will need to set affiliates to use these account reps. You can set the reps in three different | ||
| + | ways. | ||
| + | |||
| + | *You can set them manually yourself | ||
| + | **To do this, go to the affiliate admin and find the affiliates you wish to set the rep for. Click the checkbox on the far left for each affiliate, scroll to the bottom of the page and choose "Assign account rep" from the list of options. You will then have a field to type in the account rep's username. After typing the username, you will then be prompted to select the account rep program you want to assign the affiliate under using the drop down list. Finally click submit. | ||
| + | |||
| + | *You can have the reps act as a webmaster referral | ||
| + | **To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_NATSCODE_AS_REF which will allow the account rep to refer affiliates who then become affilates he represents | ||
| + | |||
| + | *You can assign random reps | ||
| + | **In the configuration admin under affiliates, set ASSIGN_RANDOM_ACCOUNT_REPS to randomly assign account reps on signup. | ||
| + | |||
| + | ==Removing an account rep== | ||
| + | |||
| + | You can remove an account rep by clicking the check box next to the affiliates you want | ||
| + | to remove from an account rep, scrolling to the bottom and using the remove account rep | ||
| + | action from the drop down box. | ||
Revision as of 12:02, 29 December 2009
This article explains how to set up an Account Rep Program, promote an Affiliate to an Account Representative, and assigning an Account Representative to Affilites.
Creating Account Rep Program
First create an account rep program. This is the same process as creating any other program. Go to the programs admin, and click on the create a new disabled program link. From there add a name, short name, and choose the account rep program type. You will then see the edit program form. Here you can add what sites you want the program to apply to, as well as set the default payouts.
You have three options in the default payouts:
- % Revenue - pays out a percentage of the revenue
- Fixed - pays out a fixed amount
- Start - describes how many sales need to be made before the account rep begins to receive payout
Promoting an Affiliate to Account Rep
After you've set the default payouts and sites to be used, go to the affiliates admin and search for the affiliates you want to make account reps. To promote an affiliate to account rep status, click the icon left of the affiliate's username in the Affiliates Admin. This takes you to the account access screen. You can change their account type from this screen and also limit their access to NATS admin areas. Click on the drop down list at the top of the page labeled Access Level and select "Account Rep."
After the affiliates have been made account reps you will need to add the account reps to the program using the list & modify enabled affiliates button from the program admin.
Assigning Account Rep to Affilites
Finally you will need to set affiliates to use these account reps. You can set the reps in three different ways.
- You can set them manually yourself
- To do this, go to the affiliate admin and find the affiliates you wish to set the rep for. Click the checkbox on the far left for each affiliate, scroll to the bottom of the page and choose "Assign account rep" from the list of options. You will then have a field to type in the account rep's username. After typing the username, you will then be prompted to select the account rep program you want to assign the affiliate under using the drop down list. Finally click submit.
- You can have the reps act as a webmaster referral
- To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_NATSCODE_AS_REF which will allow the account rep to refer affiliates who then become affilates he represents
- You can assign random reps
- In the configuration admin under affiliates, set ASSIGN_RANDOM_ACCOUNT_REPS to randomly assign account reps on signup.
Removing an account rep
You can remove an account rep by clicking the check box next to the affiliates you want to remove from an account rep, scrolling to the bottom and using the remove account rep action from the drop down box.
