Affiliate CRM Integration
by Viindoo
| Lines of Code | 167 |
| Technical name | viin_affiliate_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_affiliate_crm |
| Read description for | v 16.0 v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Purchase (purchase) Invoicing (account) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Affiliate Management Purchase Customization |
| Extensions | Affiliate Sale CRM Integration Affiliate Website CRM Livechat Integration |
Demo video: Affiliate CRM Integration
Description
This is a bridge module between the Affiliate app and the CRM app, allowing Businesses to easily categorize and track leads/opportunities coming from affiliates.
Key Features
- Add Affiliate Info tab on each lead/opportunity created, supporting easily recording leads/opportunities coming from the affiliate on the view of the CRM app.
- Add Opportunity smart button, supporting quick statistics of leads/opportunities quantity with the corresponding affiliate code on the Affiliate app.
- Add Lead Count criterion in the Measures of Affiliate Effectiveness Report on the Affiliate app, supporting analysis and evaluation of the implemented affiliate marketing program’s effectiveness.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_affiliate_crm.
- Press Install.
Instruction
Instruction video: Affiliate CRM Integration
1. Link leads/opportunities with affiliate code.
On the leads/opportunities view, add the Affiliate Info tab to record the affiliate's code to help you identify which leads/opportunities comes from. This affiliate code will be recorded with the following two cases:
- The system automatically recognizes the corresponding affiliate code if the leads/opportunities arises from the affiliate marketing activities on the Website. To use this feature you need to use the module Website Affiliate.
- On each lead/opportunity, the user will proceed to select the affiliate code.
2. Statistics of related leads/opportunities on Affiliate Code.
3. Add the criterion Lead Count on the affiliate effectiveness report.
Navigate to Affiliate > Reports > Affiliate Effectiveness Report then select the measures as Lead Count to view the leads/opportunities analysis report generated from an affiliate program over a specific period of time.
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