From your ppSD2 administrative control panel:

1. Click on “Setup”
2. Click on “Affiliate Program Related Options”
3. Set “Use Affiliate Program?” to “Yes”
4. Click on the “Update Options” submit button

The affiliate program allows you to customize all of the following options from the program “Setup”:

• Payout Rate: Percent of a referred transaction that will be credited to an affiliate’s account.
• Minimum Account Balance Before Payout?: Minimum balance an affiliate must have in their account before they can receive payouts.
• Redirect Affiliate Referrals?: When a potential customer clicks an affiliate link, where should they be redirected? Ideally this is a page with a list of products, such as the cart catalog.
• Timeframe for Fund Release?: How much time must pass after a referral is processed before the funds are “available” to the affiliate user?
• Affiliate Product Enrollment Product: If you would like to charge users to enroll in the affiliate program, select the product that must be purchased from the dropdown.

Additionally, you can customize the following on a user-by-user basis, allowing for different settings from the universal settings applied above:

• Payout Rate: Percent of a referred transaction that will be credited to this user’s affiliate account.
• Initial Payout Rate: Allows you to set a higher or lower payout rate applicable up to the “Initial Threshold” (see below).
• Initial Threshold: If you set up an “Initial Payout Rate”, this is the balance a user must accumulate before the standard payout rate kicks in.
• PayPal E-Mail: The user’s PayPal e-mail address for sending referral money.

Note: The above options will appear on the “User Management Screen” once the affiliate program has been activated (see above).

Users can enroll from the “User Control Panel” by clicking the “Affiliate Program” link. Note that the “Affiliate Program” link will only appear on the user control panel if:

1. The affiliate program has been activated from the ppSD2 admin control panel.
2. The option entitled “User CP Feature: Affiliate Program” is set to “Yes”.

If you wish to charge users for enrollment into the program, from the ppSD2 admin control panel, click on “Setup” and select a product for the option entitled “Affiliate Product Enrollment Product”. When a user choses to enroll, he/she will be prompted to pay before their enrollment is completed.

Users can find all of their account information and statistics by clicking on the “Affiliate Program” link available within the user control panel. Available data is as follows:

• Basic Information
  • Affiliate ID: User’s unique affiliate ID
  • Date they joined: Date on which this user joined the program
  • Payout Rate: percent commission they receive on sales
  • Minimum Balance: balance required before money will be sent to the user
  • PayPal E-Mail: the paypal e-mail to which commissions will be sent.
  • Link In: the link that a user must use to receive
• Balance
  • Current Balance: Money currently owed to the user
  • Money Sent: Money previously sent to the user
  • Total Payouts: Combination of current balance and money sent
    • Users can view a history of their payouts from:
    • http://www.yoursite.com/ppSD2/member_cp/affiliate_payouts.php
• Statistics
  • Clickthroughs: Number of times this user’s affiliate link has been used
    • Users can view a history of their clickthroughs from:
    • http://www.yoursite.com/ppSD2/member_cp/affiliate_clicks.php
  • Conversions: Number of times a user entering through the user’s affiliate link has made a purchase, thus resulting in a commission
    • Users can view a history of their conversions from:
    • http://www.yoursite.com/ppSD2/member_cp/affiliate_conversions.php
  • Conversion Rate: Percent of clickthroughs that purchase, resulting in a commission

Affiliate links are formatted as follows:

http://www.yoursite.com/ppSD2/affiliates/in.php?id=affiliate_id_here

Optionally, you can allow users to “tag” their links:

http://www.yoursite.com/ppSD2/affiliates/in.php?id=affiliate_id_here&tag=tag_here

You can also control where a user is redirected to:

http://www.yoursite.com/ppSD2/affiliates/in.php?id=affiliate_id_here&redirect=http://www.yoursite.com/redirect_user_here.html

Tags are useful for tracking the effectiveness of links placed in different locations.

From the ppSD2 admin control panel:

1. Pull up the user’s account using the “[[ppusers:managing|User Management Screen]”
2. Find the section entitled “Affiliate Program”[1]
3. Tick the checkbox entitled “Enroll this user in the affiliate program”
4. Input any custom settings for this user’s affiliate account, if desired. Otherwise the universal settings established in the program options will be used.
5. Click on “Edit User”

Note that by manually enrolling a user, this user will NOT have to pay for his/her affiliate account.

From the ppSD2 admin control panel:

1. Hover your mouse of “Subscriptions” and click on “Program Users”

The resulting screen will display the affiliate ID, username associated with the affiliate, payout rate, balance, conversion rate, and additional options.

Icon	Link Name	Description	Special Notes
	Edit Affiliate	Allows you to manage the user’s affiliate account.	N/A
	View Clickthroughs	Allows you to all clickthroughs for this user.	N/A
	View Conversions	Allows you to view all conversions for this user.	N/A
	View Payouts	Allows you to view all payouts for this user.	N/A
	Delete	Allows you to delete the user’s affiliate account.	N/A

To view a list of all payments due, from the ppSD2 admin control panel:

1. Hover your mouse of “Subscriptions” and click on “Program Users”
2. Click on “Payouts”
3. Click on “Send Payout”

The resulting screen, entitled “Affiliate Program: Send Commissions”, will only display payouts that are DUE for payment. This means that:

1. The user’s affiliate account has reached the minimum required balance
2. The orders displayed were processed longer than the payout timeframe established within the program options (see section “Universal Program Settings” above)