Improvements to the affiliates' lead form

Two weeks ago we added a highly requested feature that allows affiliates to manually submit leads from their own dashboard.

Based on the feedback we received from you, we added a few more functionalities:

  • you’ll get notified by email when a new lead is submitted by the affiliate from their dashboard. It’s enabled by default, but it can be disabled from Settings > Notifications.
  • you can disable/enable the leads form for certain affiliates on a campaign from Promotions > Edit promotion > Advanced tab > “Allow promoter to add leads manually from their dashboard” field.
  • you can change the title and set up a HTML description for the lead form from Campaigns > Configure promoter dashboard > “Leads Form settings” section
  • while we don’t allow custom fields on the lead form due to GDPR, we can enable a “Website” field so affiliates can submit lead’s website url together with the email. A new column called “Website” will appear on Leads section. This feature can be enabled only by request.

Affiliates can add leads manually

  • your affiliates can now add leads directly from their dashboard. If you approve the new leads(from the Leads section) they will become customers and generate commission on the next charge. This option needs to be enabled from Campaigns > Configure promoter dashboard > Check “Allow promoters to add leads from their dashboard”.
  • you can now change the default campaign from the Campaigns section > click on campaign menu > “Set default campaign”. A non-default campaign sign up link looks like this https://website.firstpromoter.com/signup/1234 while the default campaign sign up link looks like this https://website.firstpromoter.com
  • you can add Instagram, Facebook, Youtube and Twitter fields on the affiliate sign up page

7 more referral link types you can use

We added 7 more referral link types. Until now we used only https://website.com?fp_ref=referral_id or https://website.com#_r_referral_id , but from now on, instead of ?fp_ref= you can also use ?fpr=, ?deal=, ?via=, ?_go=, ?_from=, ?_by= and ?_get= parameters to identify the referral id on the link.

To change it go to Campaigns > Edit campaign and you’ll see the select box on the right of the “Default referral link URL” field.

The old affiliate links with ?fp_ref= or #_r_ will still work without issues, so if you change the referral parameter your affiliates won’t need to worry or change anything, it will still work as usual.

Promoter notes and new export options

You can now assign notes to your promoters. To accomplish this we added a button called “Add note” on the promoter page(check the screenshot below). The note will appear right below the profile information.

The notes can be previewed quickly from the Promoters and Payouts section, by hovering the mouse over the yellow note icon that appears near the promoter name. The “Description” field for the profile will be removed so we moved any text you had there to a note.

We also added some new export options. Now you’re able to export commissions, leads and customers for a single promoter. Once you get to the promoter’s overview page, on the bottom sections you’ll see this export icon on Rewards, Leads and Customers tabs:

Multi-currency support with automated currency conversions

Today we added one of the most requested features, to handle multiple currencies for companies that accept direct payments in different currencies.

After much analysis, we decided the best way to support this was by doing a currency conversion at the moment of the charge.

We’re using the same API that Shopify, Etsy and Kickstarter are using for currency conversions and we update the rates daily. We know there might be exchange fees involved when you make the payouts so by request we can assign an additional exchange fee.

We started working on a martketplace

Finding high quality affiliates might be the biggest pain point regarding affiliate programs.

We’re going to try fixing this(at least partially) for our customers by launching some kind of private network/marketplace, totally different from what you’re used to. A different approach is required because current affiliate marketplaces don’t work well for SaaS companies.

We can’t say much right now, just that:

  • you’ll still be able to keep the affiliate program private if you want
  • your competitors won’t have access to the affiliates that you bring to the marketplace like current marketplaces do
  • partnerships and relationships will still count a lot, but most of the process will be automated

When it’s ready, it will be released to a selection of customers and if the initial results are promising, we’ll launch it to everyone. We can’t guarantee anything right now, but we’re very confident about it.

New API endpoints

We just added two new API calls that should help our users setting up a deeper integration with FirstPromoter.

The first call lists all promoters accepted on a given campaign or entire account and the second one lists all leads and customers for a given promotion, promoter, campaign or the entire account.

The new "How would you promote our product?" field

Many customers requested a field where they can ask affiliates how they plan to promote their products as a way to filter out affiliates that are not a good fit.

We just added this feature and we think it will be very helpful. The field will appear on the pending approval page(which also means that will be available only if you have disabled “Auto approve new promoters” flag on the campaign).

It looks like this:

To enable this, go to Campaigns > Configure promoter dashboard > Signup page tab and check “Ask for promotion details (on promoter pending approval page)” on “Required fields” section.

If you scroll down on the same page, on “Pending approval page” section you can preview the page and change the question format.

You’ll be able to see the submitted information on the promoter’s overview page, while the promoter is pending your approval:

Impersonate affiliates

You can quickly log in to your affiliates dashboard and see exactly what they see. You can also apply changes to their profile from their dashboard.

To use this feature, go to the promoter overview page (by clicking on the promoter’s name) then right click the icon near their name and open in incognito window:

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