Affiliate Program

The Affiliate Marketing Program on Edredo allows only organizations within Edredo to run their independent affiliate programs directly within the platform. Organizations can now leverage partnerships with affiliates to promote their products or services to a broader audience. In return, affiliates earn commissions based on the leads and conversions they generate.

This feature empowers organizations to:

• Expand their user base and increase brand visibility.
• Generate revenue through strategic affiliate partnerships.
• Maintain full control and customization over their affiliate programs using Edredo's integrated tools.

Organizations can set up and manage these programs via a dedicated affiliate dashboard, allowing them to track performance and manage affiliates with ease.

All the functionalities related to affiliate settings are restricted to only Organization’s Admin access settings.

On Organization Dashboard, on the left side menu, we have Admin Actions (Restricted to Admins of the organization only)

Once the user clicks on the “Affiliate Program” button, the user is taken to an affiliate dashboard

The Transactions section provides key metrics related to affiliate programs, including:

• Total Revenue: The total revenue generated from affiliate programs across products within the organization.
• Total Conversions: The total number of users converted through affiliate programs running across products within the organization.
• Total Visits: The total number of visits via affiliate marketing and outreach links.

The transactions listing displays the following 7 fields:

1. Product: The product for which the affiliate program is running.
2. Transaction ID: The unique identifier for each transaction.
3. Status: Indicates the payment request status for the affiliate (Rejected/Accepted).
4. Date/Time: The timestamp for the transaction.
5. User: The user associated with the transaction.
6. Amount: The transaction amount.
7. Affiliate: The affiliate associated with the transaction.

The kebab menu, represented by three vertical dots, includes the following actions for each transaction entry:

• Edit: Modify the transaction entry.
• Delete: Remove the transaction entry.

The Products section provides an overview of the products involved in the affiliate program, including essential details such as the number of affiliates linked, commission percentage, and conversions. It also allows users to create new affiliate products and manage existing ones.

The Products listing displays products in two tabs:

• Active: Products currently promoted by affiliates.
• Archived: Products that have been retired or are no longer active in the affiliate program.

Active Product Listing

Each product entry contains the following fields:

1. Product Link: The name and direct URL for the product, allowing affiliates to copy and share it.
2. Affiliates Linked: The number of affiliates currently promoting this product.
3. Commission %: The percentage of the product’s sale price that is given as a commission to the affiliates.
4. Discount %: The discount percentage applied to the product for customers who use the affiliate link.
5. Conversions: The total number of conversions (successful sales) generated through the affiliate program for that product.
6. Total Clicks: The total number of times the affiliate link for the product has been clicked.

Actions

For each product, a kebab menu (three vertical dots) provides the following options:

• Edit: Modify the product’s details, such as commission percentage, discount percentage, and affiliates linked.
• Archive: Move the product to the Archived tab, making it inactive in the affiliate program.

• Create Affiliate Product: A button in the top-right corner allows users to add a new product to the affiliate program.

The Create Affiliate Product modal allows users to add a new product to the affiliate program and view the calculated earnings based on the discount and commission entered.

Required Fields:

1. Select Product: A dropdown to select the product to be added to the affiliate program.
2. Discount Percentage: Specifies the discount percentage that will be offered to users when purchasing the product via an affiliate link. (In this example, 10% is entered, resulting in a $100 discount from a $1000 product price.)
3. Commission Percentage: Specifies the percentage of the total price that will be paid as a commission to the affiliate. (In this example, 5% is entered, resulting in a $50 commission from a $1000 product price.)

Price Breakdown:

• Price: Displays the base price of the product (e.g., $1000).
• Discount: Shows the discount amount based on the percentage entered (e.g., -$100).
• Commission: Shows the affiliate's commission based on the percentage entered (e.g., -$50).

Calculated Earning:

• For Organization: This field shows the net amount the user will receive after the discount and commission are applied (e.g., $850).

Each entry in the Archived tab includes the following fields:

1. Product Link: The name and URL of the archived product.
2. Affiliates Linked: The number of affiliates that were previously linked to the product before it was archived.
3. Commission %: The commission percentage that was offered to affiliates before archiving.
4. Discount %: The discount percentage that was applied to the product for affiliate-linked purchases.
5. Conversions: The total number of conversions (successful sales) generated through affiliate links for this product before it was archived.
6. Total Clicks: The total number of clicks on the affiliate links for this product.

When an admin wishes to archive a product, they can do so through the Active tab using the kebab menu (three vertical dots) next to the product entry.

1. Archiving Confirmation Modal: When archiving a product, a modal appears asking for confirmation, with the following message:
   
   • Action Warning: This action cannot be undone.
   • Affiliate Usage: Affiliates will no longer be able to use the product link once the product is archived.
   • Transaction History: All previous transactions related to the archived product will still be visible to both the admin and affiliates.
   
   
   
2. Actions:
   • Cancel: Cancels the action and keeps the product active.
   • Yes, Archive: Confirms the archiving of the product, moving it to the Archived tab.

Restoring Archived Products

Currently, archived products remain in the Archived tab and cannot be used by affiliates. However, the transaction history remains visible for reference. The product cannot be directly restored from the Archived tab, but future enhancements might allow restoring archived products back to the Active tab.

The Affiliates section allows users to manage affiliate members and handle requests for joining the affiliate program. This section consists of two main tabs: Members and Requests.

The Members tab displays the list of current affiliates participating in the program with the following details:

1. Affiliate: The name, email, and username of the affiliate.
2. Products Linked: The number of products linked to the affiliate.
3. Commission Earned: The total commission earned by the affiliate through linked products.
4. Total Sales: The total number of sales made through the affiliate.

For each affiliate, the kebab menu (three vertical dots) provides the following actions:

• Edit: Modify the affiliate’s details.
• Delete: Remove the affiliate from the program.

There is also an Add Affiliate button at the top right, allowing users to invite new affiliates.

The Requests tab shows pending requests from individuals who want to join the affiliate program. For each request, the following details are displayed:

• Affiliate: The name, email, and username of the requesting individual.

For each request, there are two actions available:

• Accept: Approve the affiliate’s request and add them to the affiliate program.
• Decline: Reject the request.

The Add Affiliate modal allows users to invite new affiliates to the program by entering their email address:

• Enter Email Address: A required field where users input the email of the individual they want to invite.
• Send Invite: A button that sends the invitation to the provided email address.

The Requests tab displays payout requests submitted by affiliates. For each request, the following details are shown:

1. Affiliate: The affiliate’s name, email, and username.
2. Amount: The total amount requested for payout.
3. Date/Time: The timestamp for when the payout request was made.
4. Sales Transactions: A list showing the sales linked to the payout request. Clicking this option provides additional details on the sales transactions.

• The mode of payment and the details to proceed with the payment.

For each payout request, two actions are available:

• Accept: Accept the payout request, and provide any necessary confirmation details (e.g., transaction ID of the payment made).
• Decline: Decline the payout request and provide a reason for the rejection.

When accepting a payout request, a modal appears showing:

• Payment Details: Account number, IFSC code, and name.
• Message: A field to enter confirmation details like the transaction ID for the payment made. This field is required.

Click Accept Request to confirm the payout.

When declining a payout request, a modal appears with:

• Message: A required field to explain the reason for declining the payout request.

Click Decline Request to finalize the action.

The Transactions tab provides a historical record of all payout transactions made to affiliates.

Each transaction entry includes the following details:

1. Affiliate: The affiliate’s name, email, and username associated with the payout.
2. Amount: The amount paid to the affiliate for the transaction.
3. Date/Time: The timestamp indicating when the payout transaction occurred.
4. Admin Message: Any message from the administrator regarding the transaction, such as payment status or issues (e.g., "have payed please check" or "payment method not added").

This tab helps in keeping track of completed or pending transactions, with important notes from the administrator about the payout status.

The Settings tab allows administrators to configure options related to the affiliate program and payouts.

1. Anyone can join affiliate program:
   • A toggle option to allow or restrict open access to the affiliate program.
   • When enabled, anyone can join the affiliate program.
2. Enter contact email that affiliates can use:
   • A required field where administrators can input an email address that affiliates will use to contact support or inquire about the program.
3. Enter Minimum Payout Amount:
   • A required field to set the minimum payout amount that affiliates can request. This ensures that affiliates only request payouts when they reach this threshold.
4. Select allowed payment methods:
   • A required dropdown that allows administrators to select the payment methods affiliates can choose for receiving their payouts. Available payment methods might include:
     • Bank Account Transfers (Direct Deposits)
     • UPI (Paytm/GPay)
     • Credit/Debit Card
     • Wallets (PayPal/Apple Pay) and more.

The Affiliate Dashboard is designed for affiliates to track their performance in promoting products. This section enables affiliates to view key metrics, manage their affiliate links, track conversions, and request payouts based on the commission they've earned.

When affiliates first access the Affiliate Program, they will see an introductory screen:

• Purpose: Affiliates are invited to join the program to earn commissions by promoting the organization’s products.
• Action: Clicking the Join Affiliate Program button sends a request to the admin for approval.
• Confirmation: After submitting the request, affiliates will see a confirmation modal:
  indicating that the request has been successfully sent.

Once approved, affiliates can track their performance in the Transactions section, which provides a detailed overview of their total revenue, conversions, and visits.

• Total Revenue: Shows the total amount of revenue earned by the affiliate through the products they promote.
• Total Conversions: Displays the total number of successful sales generated via affiliate links.
• Total Visits: Shows the total number of visitors who clicked on the affiliate links.

• Each transaction includes the following fields:
  1. Product: The product associated with the affiliate link.
  2. Transaction ID: The unique identifier for the transaction.
  3. Status: Whether the transaction has been accepted or rejected.
  4. Date/Time: When the transaction occurred.
  5. User: The user who completed the purchase via the affiliate link.
  6. Commission Earned: The amount earned by the affiliate for each transaction.

Affiliates can manage their affiliate links in the Products section, which is split into Active and Archived tabs:

• Product Link: Displays the affiliate link for the product, allowing affiliates to easily copy and share the URL.
• Conversions: Shows the total number of conversions (sales) for each product.
• Commission %: Indicates the percentage commission earned per sale.
• Commission Earned: The total amount of commission earned for each product.

• Archived Products: Products that are no longer active in the affiliate program will appear here.
• Action Limitation: Archived products cannot be promoted, but affiliates can still see transaction histories and request payouts for any pending earnings.

Affiliates can request their earnings in the Payout section, which is divided into Requests and Settings tabs:

• Accumulated Earnings: Displays the total amount of commission accumulated but not yet requested for payout.
• Ready to Encash: The amount ready for withdrawal.
• Total Cashed: The total amount of commissions that have already been paid out.

Once the minimum payout threshold is met, affiliates can click the Request Payout button to initiate the payout process.

• Affiliates will see admin messages in the transaction list, such as "have payed, please check" or "please add your payment details."

In the Settings tab of the Payout section, affiliates can provide their payment details:

• Enter Payment Details: Affiliates can provide their bank account details or UPI ID to receive payouts. This section ensures that payment methods are securely stored for future payouts.