🎉Our awesome reporting feature is live... and more!

We're proudly announcing our advanced reporting feature for FirstPromoter. After months of hard work we managed to finish it and now it's available to everyone.

We think it's one of the most complete reporting features out of all affiliate tracking tools on the market right now.

This feature gives an in-depth view of the performance of your affiliates and the program overall across 17 data points grouped by different periods. You can also download the data as both CSV and JSON format.

To get access to the new feature, click on the "Reports" section on the left side-bar.

To learn more about this feature, click here.

improvement We replaced "Signups" field with "Referrals". In most cases referrals are the same as signups, just that they include customers coming from coupon code tracking... basically any person referred by an affiliate (doesn't matter if it converted to customer or not) is a referral.

 improvement We replaced "Cancellations" field with "Cancelled customers". Cancelled customers shows only active customers that cancelled which is more accurate and useful. The old "Cancellations" field showed all cancellation events we recorded, including cancelled free trials or multiple cancellations for the same customer.

improvement You can also see now that the dashboard chart loads so much faster. For companies with a lot of data, even 20x times faster.

Stripe Test Mode switch

We released an option to enable Stripe Test mode integration for users that want to test more their setup before going live.

Even though it's not required and you can easily test with a single live transaction, some users have more complex integrations using webhooks or API that requires multiple Stripe charges being made.

Note that it doesn't work for the same account, to have 2 stripe integrations, one live and one in test mode. You need to either disconnect the live one to connect the test one (careful here because live tracking will stop working) OR have a Business or Enterprise plans that gives you a second free account which you can use for testing.

To enable test mode go to Settings (button on top-right) > Integrations tab > View integrations > Stripe > Switch to "Enable test mode" > Save then click "Connect". If you don't see the switch it means you are already connected to Stripe and you need to disconnect it first.

 

Affiliate Agreements Management

new We just released a feature that allows you to manage much better your affiliate agreements like affiliate terms and conditions. You can now:

  • host affiliate terms & conditions inside FirstPromoter
  • ask affiliates to re-agree if the agreement content is modified
  • ask affiliates added by API or Zapier to agree to the agreement
  • have a clear view of whom, when and what (we store each agreement version)  was agreed to for each affiliate. A must have in case of audits or legal issues.
  • assign an agreement to multiple campaigns
  • assign an agreement to specific affiliates in case you set up custom terms for them

Current users that have affiliate terms and conditions set in the old way are not affected by this change, but we still recommend to add their agreements again using the new feature. The previous feature didn't have a way to record the agreement version and the date when the affiliate agreed.

When you add or update an agreement for an existing campaign with affiliates, it won't send emails, it will just ask the affiliate when they log in back to review the new agreement and check the "I agree" checkbox before giving access to the dashboard.

To learn more about this feature, click here.

API improvements and bug fixes

new Added a new endpoint to change the campaign of a promoter. You can find more details here.

improvement you can now find promoters in Promoters API endpoints by email as well, using "promoter_email" parameter.

improvement added "currency" parameter in track/sale API endpoint so you can send amounts in different currencies. We'll convert it using daily updated FX rates to the default currency set in your FirstPromoter Settings.

improvement promoters/list API endpoint is much faster now

fix sales could be added manually even though they didn't generate commissions when a wrong plan id was used

fix some number formatting issue in promoters' Details section

fix {{lead.email}} tag didn't work on commission earned emails


Duplicate Campaigns, Email Masking and More

We have some new features for you.

new Campaign duplication
Very useful when you want to create a copy of another campaign with the same configuration, dashboard settings and email content. You can duplicate a campaign by going to Campaigns > open the campaign menu > Advanced > Duplicate campaign.

improvement Leads page on affiliate dashboard is called now "Referrals"
"Leads" name was quite confusing for affiliates, especially since that section shows both customers and leads (non-converted users). 

new Masking email option for "Referrals" (former "Leads" page) section
Many companies kept the "Leads" page hidden because it exposed the user emails. That page shows helpful information to the affiliate about the referral status and when they converted. We think companies should be able to make this section visible to everyone without being concerned about privacy.

If your Leads page is already visible and you want to mask the emails, go to Campaigns > Configure promoter dashboard > check "Mask referrals emails" and Save.

new  Search field for referrals page on the affiliate dashboard
We got many requests from those of you running partners programs where partners are highly involved in the sale process to add a search box in the former "Leads" page. We just added it - your partners need to click the "search" link. Note: this feature is available only for campaigns where email masking is disabled.


Some new features

We added a few little features to FirstPromoter that will help some of you quite a bit:

new We added Address and EU VAT id field on the affiliate signup form. The VAT ID field verifies the VAT using VIES. This is the first public step towards automated invoice generation for EU customers. Since you have these fields on the CSV export and the API, you can set something up to automate invoice generation right now.

new You can move/switch a customer or lead from a promoter to another promoter. Normally this should happen rarely, but when it happens you can use this feature to move all commissions and events of a customer or lead to another promoter. Edit the lead/customer and click "Show advanced options"

new  Remove self-referral mark from customers that were marked as suspicious because the affiliate used his/her own referral link to sign them up. This happens often for consultants that sign up clients using their own referral link and don't have yet the lead form enabled.

new Affiliate address it's added now on Bank payouts export. Transferwise and some banks require for some countries to fill the address of the receiver.

New recurring commission scheme


Now you can set up more advanced rewards like "First 3 months 40% then 20% recurring commissions" or "First 12 months $100 then $50 each month".

Before that, you could set up a different commission only for the first charge, now you can set for first x charges a different commission than the remaining ones.

When you create a new reward, click on "Show recurring commission options" to be able to set up the commission the first charges.


W-9/W-8BEN tax form collection

This weekend we launched tax form collection feature for our US customers. As a US company, you'll be able to ask your affiliates to upload the W-9 or W-8BEN tax forms. 

This feature is not enabled by default, you need to enable it from Settings page (click the top-right button) > Others tab.

Once enabled, affiliates will have on their dashboard, right above the referral link, a section asking to upload those documents, like in the image below:

Both title and description can be modified from Campaigns > campaign menu > Configure promoter dashboard > W-9/W-8BEN upload section.

Link to uploaded documents are available on the promoter page (after clicking the promoter name) on 'View more details' link on top-right panel. They are also available when you export the promoters by CSV.

Promoters that don't have the documents uploaded will have a small warning icon next to their name on Payouts section so you can avoid paying them (if that's required), like in the image below:

If you want to speed up the process for current affiliates, we recommend to send them an email to let them know they can upload the documents on their dashboard.

Direct Paypal Payouts are live !

We're happy to announce that we released one of the most requested feature - to pay affiliates directly from FirstPromoter dashboard. You don't have to log in to Paypal, upload CSV files or mark payouts as completed, it's all automated !

Once you finish the integration with Paypal Payouts, you'll be able to pay your affiliates automatically after clicking the 'Pay now' button on Payouts section. Click here for more details.

reCaptcha on promoters sign up forms

Today we introduced the option to add Google reCaptcha V2 to all promoter sign up pages to help you prevent or stop any spam or fake sign ups to your affiliate program.

The feature is not enabled by default to not create potential friction on the signup process, but you can enable it by going to Settings > Others section. Make sure you click Save. Depending on the results we’ll have, we might enable it later for everyone.

We also added an option to randomize the referral ids generated when promoters sign up. By default the referral ids are personalized using affiliate first name and a random 2 digit number. This setting can be turned on from Settings > Others section.

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