The OSI Affiliate Software tracks referred sales and display them in the 'rewards' section of your dashboard. The default information displayed includes:
1. Referral Program - the program where the sale came from
2. User - the affiliate who referred the sale
3. Sale amount - the amount purchased by your customer
4. Transaction ID - transaction identification
5. Commission to Pay User - the amount of the sale's commission
6. Date - purchase date
7. Status - if a sale is approved or not approved
You can also include additional information, such as customer names, in your sales tracker by setting up a connection with your shopping cart. To do this, follow these steps:
Step 1. To begin, go to your admin dashboard and click on 'set up software'.
Step 2. Next, click on 'settings' and then on 'show advanced settings'.
Step 3. To include additional information in your sales tracker, scroll down and check the box for 'include parameters in the affiliate URL' on the settings page. Click 'update' at the bottom of the page to save the changes.
Step 4. After enabling the option to include parameters in the affiliate URL, return to the 'set up software' page and click on the 'link software to my store' link. This will reintegrate the software with your order confirmation page.
Step 5. To include customer information in your sales records, select your shopping cart and add variables before the double quote sign (") in front of the alternate text code (alt).
The format for adding customer information to your sales records is: /firstname:%firstnamevariable%/lastname:%lastnamevariable%
These variables for first name and last name should be provided by your shopping cart provider or online form. If you need assistance finding these variables, you can request integration help for free by sending an Integration Request.
Step 6. After modifying the code to include customer information, copy and paste it onto your order confirmation page.
Your affiliates can view customer name details by:
Step 1. To view customer name details, affiliates can go to 'my rewards' and click on the 'view details' link for the relevant invoice.
Step 2. To view customer name details, affiliates can click on the 'view' link for the sale and the first and last name will be displayed under the transaction ID, as shown below.
