We're very excited to share that managed auto payouts will be coming to FirstPromoter soon! No more hassle with payouts, you pay us and we'll pay your affiliates. We'll start with a small number of SaaS customers by invite and we'll open it later to more users gradually.

Also, we've just added dark mode to both Admin and Affiliate side of FirstPromoter. They both look amazing! 

Admin side has "Auto" mode set by default so the theme can auto-adjust to your system theme but you can also change it from the top right profile menu. For the affiliate side, you can select the theme affiliates will see by going to Settings > Affiliate portal > Click "Customize" on Theme and Branding panel.

We've been super busy over the last few weeks on FirstPromoter. We're happy to share that the big majority of our users have already migrated to version 2 of FirstPromoter and the positive feedback we got is overwhelming. If you haven't migrated yet please contact us on live-chat, we'll close version 1 very soon.

Lots of new features have been added to FirstPromoter v2 in the last few weeks. Here are some of them:

View email events and the option to resend emailsnew 

Now you can see which emails have been sent and which failed, together with their error message. Moreover, you can also resend the emails.

Payout method bank regions and crypto currency types new 

You're able to select what regions you want to allow for bank payout method. For ex. if you want to pay only to US bank accounts, you can select only US banks. For crypto, you can choose which currencies are available for payout. These options can be set from Payouts > Available payout methods.

Custom panel on affiliate dashboard new 

We added a new panel on the affiliate dashboard where you can put any content you like there, including images and videos. Many customers are using it to share more details about the program, onboarding steps, welcome messages, emphasizing important parts of the affiliate terms, etc.

Reorder affiliate signup fields and affiliate dashboard panels new 

The order of the fields and sections can be changed easily by just dragging and dropping to desired location.

Adjusting items shown per page new 

Before this feature, you could only see 10 items per page on admin tables. Now you have the option to change it to 20 or 50 items. 

Font selection for the affiliate dashboard new 

On the Layout section of the affiliate dashboard configuration you'll find a new Font selectbox which allows you to select any Google font and apply it to your affiliate dashboard.

Viewing agreements on the affiliate dashboard

Affiliates have the option to review what agreements they agreed on, the date of the agreement and their content. The option is found on Profile settings > View agreements.

Features ported from version 1 improvement 

• Custom email template. You can use your own email template to render the emails instead of ours. It supports any valid HTML
• Minimum paying customers required for payout. Our users can set a number of minimum paying customers required for affiliates to have in order to get paid. This is a powerful anti-fraud measure.

30+ bug fixes fix 

Since version 2 has a completely new UI, we paid a lot of attention on ensuring platform stability and our team did a great job fixing the bugs we encountered in record time.

Since the successful launch of FirstPromoter version 2, our team kept working on making FirstPromoter even better. We have some new features and improvements to share with you:

Monthly and Weekly recurring emails new 

You can now send monthly or weekly emails to your promoters. It's very useful to keep them engaged and remind them about their performance. We can set emails to repeat on a specific day of the week/month at a specific hour.

Thanks to our templating engine, you can craft personalized emails based on their performance like:

• earnings amount from the last month
• customers referred in the last 30 days
• referrals sent in the last 7 days, etc

We also prepared a Monthly Overview template for you. Feel free to edit it and enable it if you like. You can find it in your emails section called "Your Monthly Performance Update"

Customize rewards per promoter improvement 

We finished migrating the feature to customize rewards for individual promoters. It's easier, faster and more intuitive to personalize rewards for specific promoters.  Check our help article to see it in action.

Detailed reports inside promoter pages new 

Promoter pages on the admin side have a new tab called "Reports". You can see there more reports related to the promoter, including the new ones for traffic sources and landing pages.

Embedded portal issue is fixed fix

FirstPromoter version 2 portal can now be embedded inside your applications. If you are migrating from v1, there's no change to do on your end, you just need to contact us.

Besides these changes, we also did many small bug fixes and small improvements to the UI and UX in the last month.

We are excited to announce the launch of FirstPromoter 2.0! This major release comes with a revamped UI and UX, making FirstPromoter look beautiful, fresh and easier to use. Besides the UI refresh, we've added 30+ new features and improvements to make your experience even better. 

What's new in FirstPromoter 2.0

The biggest change on FirstPromoter version 2 is the new clean and modern UI. We've rebuilt the UX for many flows, like new campaign and payouts, making it more intuitive and less confusing.

FirstPromoter also runs much smoother and it's faster, improving loading speed by even 10x in some places.

New Affiliate Dashboard

• Option to add your own custom fields on the affiliate signup page. There are 4 types of fields you can add: single-line input, multi-line input, single choice and multiple choice.
• Option to specify which fields are mandatory and optional on the signup form.
• Revamped dashboard with many more customization options.
• New reporting section for affiliates.
• View data globally across all campaigns.

New Campaign Features:

• Introduced an easier way of setting up complex rewards (check edit campaign).
• Rewards can be easily set for monthly, annual, or one-time charges without requiring plan or price ids.
• New target reward based on revenue.
• Level up to another campaign when revenue target is reached, not just customers count.

New Reports:

• Added "Traffic sources"
• Added "Landing page" reports.

Fraud detection:

• We're now able to detect traffic coming from ads. You can block it completely or keep commissions generated from that as pending for review (default).

Better account security:

• You can now enable two factor authentication for admins' log in.
• Both admins and affiliates can now sign up and log in using their Google account.
• You can enable email confirmation for promoter accounts.

Batch Actions:

• All major sections support batch processing like deny, move, delete etc.

Enhanced Filtering:

• Major sections support advanced chained filtering by various fields, including custom fields.

New Email Features:

• Added Broadcast emails - send direct emails to campaigns or a selection of promoters.
• New email editor.
• Set your own sending email domain using DNS not just SMTP. You can choose between the two.
• Added "Inactivity Trigger": Sends emails when a promoter doesn’t gain new clicks or referrals over a set period.
• Added "Target Trigger": Notifies via email once a specific number of clicks or referrals are reached.
• The same email can be set for multiple campaigns.

Improved Assets Section:

• Assets now include categories.
• Introduced additional asset types: documents and text content.

Revamped Payouts System:

• Payouts are much more intuitive. They are now separated into 3 categories: next (payouts due soon), overdue (missed payouts), and paid payouts.
• Payouts are generated as "Pending" regardless of payout method availability or if the minimum amount isn't achieved. The conditions for payout are applied at payment time. Besides giving more flexibility, this new approach also solves the issues of missing payouts or the need of generating them manually.
• Payout methods and terms are now globally set instead of being campaign-specific.

Others

• Easier to follow onboarding and integration flow.
• Automatically import events from Stripe when adding manually a new referral.
• Promoters are archived as a primary action rather than direct deletion.
• New charts on dashboard and promoter pages.
• Customers and Leads sections are unified into Referrals section.
• Commissions can accept private or public notes (visible to promoters).
• Promotions section was removed. They will appear inside Promoters.

Switching to version 2

New accounts use version 2 by default, old accounts can access a preview version first by clicking the "FirstPromoter Version 2 is available" button from top right. When they are ready to fully switch, they should contact us. 

Tracking, API and integrations are not affected by the new release. Note that some accounts may not be switched right away, depending on the size or features they use. 

First and foremost, we want to thank you for the amazing feedback we received since launching the private beta a few months ago. It has been immensely helpful.

We are almost ready to release version 2.0 publicly and we're currently applying the final tweaks and improvements. It took us longer than expected but is not unusual for a complete UI rewrite like we did. However, the results speak for themselves, the feedback we got so far was overwhelmingly positive.

We have a date for public beta launch, and it's 18th of March (launch date has been delayed by one week to 25th of March). Although we still refer to it as "beta launch" due to the new UI, the core features such as tracking and internal reporting have not been modified. Therefore, the stability of the app's most vital functions will not be compromised by this upgrade.

You can still get early access right now as private beta user by filling out this short survey, takes 3-5 minutes. While we won't be able to accept everyone due to some advanced features not being 100% ready at the moment, if you are subscribed to any plan between Business and Enterprise 3, your chances of getting access are pretty high.

Thank you for the patience and support you gave us during the entire process.

After more than a year of development, we're very close to launching the 2.0 version of FirstPromoter. The public beta version will be launched on August 15th while the private beta will start in June with a few selected customers. Since the new version is practically a new application on the frontend, we need a bit more time for bug fixing and polishing. 

The new 2.0 version will introduce some exciting changes, such as a revamped, modern UI, new powerful features and improved performance.

If you're currently a Business plan customer or above, you're eligible to get access to our private beta. If you're interested, please enter " I'm in " and the FirstPromoter subdomain of your account on the "Send us your feedback" box below. We'll be selecting a limited number of accounts depending on what features are being used and the longevity of the subscription.

🌟 FirstPromoter 2.0 (soon)

We have an exciting announcement to make. In a few months, we'll be launching the 2.0 version of FirstPromoter! We'll give more details on a future post, but what we can tell you right now is that FirstPromoter 2.0 will be amazing - a beautiful UI, smooth user experience for both affiliates and companies and awesome new features.

New features (current version)

new Payouts Export. You can got to Payouts section and select a month or click "View all payouts" and you'll see on top right a small download icon. Clicking on it will download the payouts for the selected status.

new Expire leads or cancelled customers. We can set a flag on your account that will tell FirstPromoter to expire leads that not converted after x days or cancelled customers that haven't been reactivated after y days. 

Expired leads or customers don't generate any commissions and can be reclaimed by other affiliates, basically is like they have never been tracked. If you want this option activated, please contact us throw the live chat widget.

new New API endpoint to create payouts. You can now use the API to generate payouts for a specified amount or for the entire unpaid amount. More details here.

new Assign parent promoter to a promoter. Since large number of affiliates can cause some UI loading issues when assigning sub-affiliates, there's now another way of assigning sub-affiliates. 

You click on promoter name > Edit profile > Details and scroll down, you'll see a new field called "Parent promoter email". You can use that field to append a parent to that promoter.

improvement Added campaign name for leads and customers export

improvement added cancelled_at and source fields on Leads API response

improvement added parent_promoter_id on Promoters API

improvement if your payout provider requires recipient address for payments, please contact us and we'll enable address collection for bank payouts

new We just released a much requested feature by many of our customers regarding fraud detection.

Refund and chargeback fraud happens when affiliates sign up fake customers with stolen or virtual cards, wait for you to pay them then the bank or themselves ask for a refund, remaining with the paid commissions.

This new feature helps detecting much easier this type of fraud by showing you the affiliates that have a high refund rate. The refund rate threshold is set at a conservative default of 25%, calculated by the number of refunded customers and total customers. This will spot affiliates that have at least 1 refunded customer for every 4 customers they referred.

You should adjust the threshold based on your own billing behavior. For ex. if you're doing initial charges to validate a credit card, FirstPromoter will track the refunds that happens in the process so your perceived refund rate will be higher.

Suspicious affiliates will appear on Promoters section on Suspicious tab. The data is refreshed every 20 minutes so the first time you enable it please wait 20 minutes to fill up.

Note that if an affiliate is suspicious, doesn't necessary mean they're a fraudster, you still need to verify their account first and check what referrals they made.

By the way, if you're wondering why our updates pace is a bit slow, that's because we're focusing a big part of our resources on the new UI of FirstPromoter which will be finished very soon.

First of all we want to wish you a Happy New Year, full of success and prosperity. 

The new year brings some new features and improvements to FirstPromoter:

new Added 3 new direct integrations on our personalized integration wizard:
Kajabi, ThriveCart and SamCart

new You can now disable access to the promoter dashboard until the promoter selects a payout method. 

This is hugely helpful and will be enabled by default for the new FirstPromoter customers. Many times payouts were not generated and our users couldn't pay the affiliates because they haven't added a payout method. 

You can enable it from Campaigns > Configure promoter dashboard > Don't allow access to the dashboard until a payout method is selected. 
Make sure you hit Save after that :)

improvement Better reports CSV export. Before this, if you wanted to download a Promoters or Campaigns report in CSV format, it asked you to select a single data point (column) for downloading. Now you can select any data point available. More info here.

improvement We're showing now the connected Stripe account ID on Stripe integration page (Settings > View integrations > Stripe). This should help our users to figure out faster what accounts have connected with FirstPromoter.

In Stripe the account id can be found on Stripe > Settings > Account details (inside Business settings category) > Top right corner.

fix fixed some validation error for International Bank account payout method

fix fixed SMTP connection issues for a small number of edge cases

fix fixed some URL validation issues for Multiple referral links feature

Other changes:

• we won't support non-monetary rewards (credits, free months, points, etc) for Starter and Business plans anymore, only Enterprise ones. Old accounts are not affected, this is applied only for new accounts starting from January 1st, 2022.
• renamed "New website" option to "New sub-account"
• better clarified when to use sub-accounts or add new links to existing campaigns in case of different domains. More info here.

new The original super admin of an account can create / set other super admins.

improvement If you're embedding our affiliate dashboard and auto log in promoters into the dashboard, you can pass the user sign in IP to improve fraud detection.  

improvement Super admins can now delete or reset campaigns without contacting us, but they first need to remove all promoters from the campaign. Note that both reset and campaign deletion option removes the data permanently and we can't restore it.

improvement The note of custom rewards created manually is shown now on the Rewards section. If you hover the cursor over the note icon it will show the note content.

improvement you can now search by lead/customer "uid" in Rewards section, not just email

fix  we updated the direct url tracking script shown on the UI when you enable direct url tracking. New customers had some issues with that script, but now it's solved.

fix fixed website url field validation on promoters signup page

fix when resetting or deleting campaigns, could happen that the balance for promoters on those campaigns to not be cleared completely. This is fixed now.

fix when deleting a campaign some promoters may look like they disappeared.  They are now shown in Promoters > Others tab.