Manually assign Affiliate to Purchase

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by

13CampA

Hi.
I use AE and PayPal integration…everything looks ok….Or maybe not..??
One thing I can’t see/figure out: How to manually assign and Affiliate to a purchase?

when I look at the Payments / Orders – I can click on the order number and I can see every detail of the purchase…. but no reference to affiliate / or to assign affiliate.

Is there a way.. (or should there be a way) to manually assign affiliate to a purchase?
Or….. maybe a I can’t see it because something is not right with the integration?

Thanks for advise…..

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Comments

5 responses to “Manually assign Affiliate to Purchase”

  1. 13CampA Avatar
    13CampA

    Antonio, thanks.
    Forgive me, but what do mean: “set a description to the new referral”
    How is typing a description on a Completed Sale – assigns that sale to an affiliate?
    Maybe I wasn’t clear. After the purchase has been completed and is done.
    After – how can I pick affiliate “Joe” and give that sale to Joe? So Joe gets the commission?
    Is there a dropdown or something to select the affiliate? Or some way to select an affiliate / or change an affiliate for a sale.
    Or maybe I just don’t understand how typing a description -After a Sale – assigns that sale to an affiliate.
    Reason; (we sale memberships). 1)Let say an affiliate quits, so I want to assign all the sales (memberships / renewals) to another affiliate.(give the accounts to another affiliate.
    2) A purchase happens without affiliate – but a sale was made by an affiliate, so I want to give a commission credit to that affiliate.

    Again, forgive if I don’t understand.
    Thanks

    1. kento Avatar
      kento

      Hi,

      I’ll explain briefly how this works when it is recorded automatically versus when you manually create a referral:

      – A customer visits an affiliate link and makes a purchase. The system recognizes that and automatically records a set of information that relates to the purchase and the affiliate. The details of this is what you see when you expand the referral data for that particular referral.

      – When you create a referral manually, a limited subset of information can be indicated along with the referral.

      Now in the case you describe, I would assume that you simply want to record a referral and have it assigned to a particular affiliate, although not automated recording was made for that purchase. For that, you would go to Affiliates > Referrals > Add which brings you to the screen where you can input a description, amount, currency and reference among others. As you want to have that related to a particular transaction, you would indicate the transaction ID in the Reference field, so that you can trace it back when needed later.

      I hope that makes it a bit clearer now.

  2. 13CampA Avatar
    13CampA

    Hi Antonio.
    I had to come back to this.

    I can’t test it so I need to ask you.

    After a purchase. How can I assign an affiliate to the purchase?
    And will it show in the affiliate account (the referral and commission)?

    Thanks a lot.
    Fred

    1. antonio Avatar
      antonio

      Hi,
      you can set a description to the new referral (you can set the order id on this description).
      Affiiate will see this referral on her affiliate’s page.
      cheers

  3. antonio Avatar
    antonio

    Hi,
    you can create a referral manually on Affiliates->Referrals and use “Description” to take the order.

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