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. 

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.

new we added a small icon to identify rewards that are added manually. If you hover over it you'll see the team member that created the reward. 

improvement if a reward was denied or approved manually, you can see the date when the manual state change was applied by hovering the mouse over the reward icon:

improvement we added a cancelled customer webhook. It's disabled by default but it can be enabled by request. It works for affiliate postbacks/webhooks as well.

new added cancelled_at field on customers export CSV file

improvement when affiliates change their referral id from their dashboard it will show a more aggressive warning that old links need to be updated otherwise they won't work

fix issue with deleting campaigns earlier than 45 days is fixed

fix sign out error when trial expired is fixed

fix error when going to Quick Setup without creating a campaign is fixed

Even though our users are delighted about our reports feature, one of the best out of all affiliate tracking tools, the one thing they missed was viewing total numbers for the entire date range, not just grouped by period.

We listened and just added that feature today. The totals will also be available to be downloaded as CSV or JSON:

new active_customers_count column also added on promotions export

improvement showing the time when referral became customer, not just the date, on Customers section

fix new accounts without any campaign created won't get an error when trying to get to integration wizard

fix exporting large number of promotions will also be made via email, like promoters export

fix fixed the sign out error when trial expired or users got locked into the billing section

fix VAT validation for UK companies it's now fixed.

fix Companies that have a large number of promoters won't get an error when trying to export the promoters. The export will be processed in the background and when it's finished, they will get an email with a temporary download link.

fix the cache of the email counter caused some issues for some new accounts, showing a wrong count in the "Sent" column. We identified the problem and fixed it.

new Last week we launched a wizard that helps new users integrate FirstPromoter much easier with their websites. It has a simple step by step approach with new pre-made scripts and more examples for custom integrations that require a developer. 

Only users that signed up for a trial after 31st March 2021 have access to it. If you're an older user and want to try it out, please contact us.

new It's now possible to use Stripe's customer facing promotion codes for affiliate tracking. Until last week, you could only use the Stripe Coupon Code ID for tracking, which is different than the promotion codes. If you already use coupon code tracking you don't have to change anything in your setup.

Now you'll see another field below the "Tracking coupon code" field, where you can enter the Promotion Code. Since promotion codes are a subset of coupons in Stripe, you'll still need to enter the Stripe Coupon id on "Tracking coupon code" field as before.

new active_customers_count field on API responses and webhooks payload. It represents the paying(non-cancelled) customers. Very helpful on adjusting commission for custom referral programs dependent on the active number of customers a promoter has.

new created_at parameter for cancellation and refund tracking API calls

new added "Blocked" tab on promoters page to see promoters that were banned/blocked 

improvement faster API loading times for accounts with a big amount of data

improvement direct url tracking now works even if you forgot to add "www" in front of the url inserted on "Landing page url" field while the actual page loads with "www".

fix fixed the error on hosted affiliate terms preview

Due to the recent changes on Apple iOS 14, iPhone and iPad users that are using Safari may encounter tracking issues with the current ClickFunnels script. 

For most of our ClickFunnels customers this subset of users is very small so it may not affect your affiliate program performance by much, but it's still recommended to replace your old checkout / optin script with this new one for better accuracy. 

Note that only the script on the checkout page must be updated, not the visitor - global tracking script. If you need help with the update please contact us via live-chat.

This is the new script:

<script>
 function set_fprom(){
    $(document).on('mousedown touchstart','a[href="#submit-form"],a[href="#submit-form-2step"],img[imagelink="#submit-form"]', function(){
      $FPROM.trackSignup({
            email: $('input[name="email"].elInput').val(),
            event_id: new Date().valueOf().toString()
      },
      function(){})
    });
 }

if (window.attachEvent){
  window.attachEvent('onload', set_fprom);
}else{
  window.addEventListener('load', set_fprom, false);
}
</script>

We're happy to announce that Ghost.org Team integrated FirstPromoter with their awesome publishing platform. The integration is so easy that you just need to copy some id from our Settings page and paste it into their FirstPromoter integration page.

You can find more details about it here. Kym from Ghost also wrote a great piece about referral programs for newsletter businesses that you can check out.