The Participants page is a database where you can view all the intricate details of your participants. This data will help you understand their individual performance and allows you to modify their commission and points and even block them from further participation.
The section is divided into three subsections:
Affiliates
This section holds the records of your all your registered affiliates. Upon opening the section, you can view their Email Address, their date of joining (Date Joined), and the real-time count on the Signups and Customers they generate.
To get a more detailed view on each individual affiliate:
Choose an affiliate.
Click Details.
Inside every details section, you can view the following:
Overall Revenue Generated by that affiliate
Overall Commissions the affiliate is eligible for with separate pending and paid commission counts
Count of Referrals (both signups and customers) generated
Details of every individual customer and signup generated
A Signup record will move to the Customer listing after they make a purchase.
List of all the links created by and for them along with the visit, signup, and purchase count of each link. (Read on for more on this.)
List of coupons created by and for that affiliate, along with their details. (Read on for more on this.)
In addition to the viewing permissions, you also get some manual controls over your affiliates with Thrive.
Select the affiliate for whom you wish to add a link.
Click Details.
In the top-right corner, click Actions.
Select a Link Label from the list to create a custom link (link that is specific to that affiliate).
Provide the Campaign Name where you want the affiliates to promote the link.
Click Add.
Select the affiliate for whom you wish to add a link.
Click Details.
In the top-right corner, click Actions.
Enter a Coupon Code and Coupon Name.
Click Add.
To adjust commissions for your affiliate:
Choose the affiliate for whom you wish to adjust the commission.
Click Details.
In the top-right corner, click Actions.
Select Adjust Commission.
Enter the commission to be adjusted in the Amount field and provide a Reason.
Click Adjust.
Choose the affiliate whom you wish to block.
Click Details.
In the top-right corner, click Actions.
Agree to Block.
Blocking the affiliate will:
1. Disable all their referral links. Any signup or purchase that took place before the process and is yet to be approved will be commissioned.
2. Disable coupon attribution. The shared coupon codes will stay enabled and any purchase that takes place via these codes will not be attributed to the affiliates.
While they are gone, as the admin or user (with edit permissions) of the program, you can still create coupon codes on behalf of the affiliates.
You can unblock the affiliate by clicking Unblock affiliate button in the exact location mentioned in the steps above.
Navigate to Participants -> Affiliates.
In the top-right corner, click + Add Affiliate.
Fill in the affiliate's details.
This detail form is a direct link to your affiliate registration form. If you want to modify it, you must do it from there. Click Add.
Navigate to Participants -> Affiliates.
In the top-right corner, click Import Affiliates in the drop-down
Download the CSV file template available in the description.
The
CSV file will contain field IDs of all the fields available in the
affiliate signup form at that moment. If you want to update it, you must
do so from there. Enter the details of all your affiliates properly under the respective field IDs.
If any of the fields do not contain data, you can leave it empty by filling in a "-".
Save the file.
Return back to the dialog box and click in the upload box.
Pick the file and click Open. This will upload the file to the system.
Click Upload.
Once
the upload is complete you can view the number of records
(non-duplicate) imported to the system and also the duplicate records if
any.
Loyalty Participants
Under this section, you will find details like your member's Email Address, their Date Joined, and, most importantly, their Member Type. There are three member types:
Customer Referral - Members brought in by your customers
After the addition of participants, when you click on each record separately, you get to view each of their:
Available Points
Points details
Purchases history
Referrals brought in by that customer with their details
Testimonials provided by that customer
Reviews made by that customer
Rewards redeemed by that customer with its details
Similar to the affiliates' control option, this section also provides complete control over your loyalty participants.
To add a purchase record for your customer:
Select the record for which you wish to add the purchase
In the top-right corner, click Actions.
Provide the Purchase Amount and the Order ID.
Choose whether to skip the purchase verification.
This will skip all the verification setup and add the data immediately.
Click Add.
To add referrals respective to the customer:
Navigate to Participants -> Loyalty Participants.
In the top-right corner, click Actions.
Fill in the referral's First Name, Last Name, Email Address, and Customer ID.
You can find the Customer ID by following the steps in this article. Choose whether to skip the purchase verification or not.
This will skip all the verification set up and add the data immediately.
Click Add.
To adjust points for your loyalty participant:
Choose the loyalty participant for whom you wish to adjust the points.
Click Details.
In the top-right corner, click Actions.
Select Adjust Points.
Enter the Points to be adjusted and provide a Reason.
Click Adjust.
To redeem points for your loyalty participant:
Choose the loyalty participant for whom you wish to redeem the points.
In the top-right corner, click Actions.
Select the Reward to be redeemed.
Click Redeem.
- To opt out the loyalty participant from the program manually:
Choose the loyalty participant whom you wish to opt-out.
Click Details.
In the top-right corner, click Actions.
In the pop-up, agree to mark as opted-out. Block individual loyalty participants from your program:
Choose the loyalty participant whom you wish to block.
Click Details.
In the top-right corner, click Actions.
Agree to Block.
Blocking a loyalty participant will:
1. Hide the widget from their store/site view
2. Disable all their referral links. Any referral signup or purchase that takes place after the process will be considered a separate entry and won't be attributed to them.
You can unblock the affiliate by clicking the Unblock affiliate button in the location mentioned in the steps above.
Referrals
The referrals section will include the details of all the referrals brought in by both affiliates and loyalty participants. All controls and views are similar to those in the loyalty participants section, except for the referral addition.