Zoho Thrive - Program Settings

Program Settings

Admins can keep control and secure their program with the multiple in-built features available.

Blacklist

To block specific IP addresses, email addresses, and domains from being a part of your program.


In order to block specific IP addresses/email addresses/domains:

 

  1. Go to Program Settings.

  2. Under Blacklist, click on the toggle for Block specific IP address/Block specific email address/Block specific domain based on your choice.

    Blacklist setup

  3. In the pop-up, enter the IP address, email address, or domain you want to block.

  4. Press Enter.

    Blacklist email address details

Verification

This helps verify affiliate signups, purchases and set up a cooling period.

Specific to Zoho Commerce, Shopify, and Wix:

Verification setup

Affiliate Signup Verification

 

To verify new affiliate signups:

  1. Go to Program Settings in the sidebar.

  2. Under the Verification tab, click on the Verify affiliate signups toggle.

  3. In the pop-up, select a method of verification—Manual or API.

  4. If you select API as your method of verification, enter an API URL where the affiliate or referral signup will be verified.

  5. Click Submit.


    Affiliate verification details

 

Cooling Period


Cooling period is a great feature for businesses with a return policy. You can restrict the rewards (commissions and points) from being sent before a set date. After a cooling period is set, the status of the purchase isn't checked immediately after its completion. Instead, it is only verified after the set cooling period is complete. If the purchase is found to be successful, then the reward is given.

To set up a cooling period:

  1. Go to Program Settings in the sidebar.
  2. Under the Verification tab, click on the Cooling Period toggle.

  3. In the Days Before Payout section, enter the number of days after which the verification has to be done.

  4. Click Submit.

Cooling period details

Specific to custom-built sites:

Verification setup

 

To verify new affiliate or referral signups:

  1. Go to Program Settings in the sidebar.

  2. Under the Verification tab, click on the Verify affiliate signups or Verify referral signups toggle based on your choice.

  3. In the pop-up, select a method of verification—Manual or API.

  4. If you select API as your method of verification, enter an API URL where the affiliate or referral signup will be verified.

  5. Click Submit.

    Referral verification details

 

To verify purchases:

  1. Go to Program Settings in the sidebar.

  2. Under the Verification tab, click on the Verify Purchases toggle.

  3. In the pop-up, select a method of verification, either Manual or API.

  4. If you select API as your method of verification, enter an API URL where the purchase will be verified.

  5. In the Days Before Payout section, enter the number of days after which the verification has to be done.

  6. Click Submit.

Purchase verification details

Payout Settings

To set a minimum amount to qualify for an affiliate's payout, set a payout limit.

 

To set a payout limit:

  1. Click Program Settings in the sidebar.

  2. Go to Payout Settings, enable Set payout limit toggle.

  3. In the pop-up, enter your desired amount.

  4. Click Submit.

    Payout limit details

Cookie Settings

To display a cookie consent message to referrals and customers while they visit your website for the first time and when they proceed to opt-in for the loyalty program respectively.

To enable the cookie banner:

  1. Click Program Settings in the sidebar.

  1. Under the Cookie Settings tab, enable the display cookie consent text toggle.

  1. In the pop-up, enter the Consent Text to be displayed.

  1. Click Submit.

In case of security, you can also set a cookie validity to limit its presence in the browser. Follow the steps below to enable it.
  1. Under the same Cookie Settings tab, enable the set cookie validity toggle.
  2. In the pop-up, enter the number of days until which the cookie must be valid.
  3. Click Submit.



Points Expiration

You can promote program engagement by setting up for the participants’ points to expire automatically after a certain period of inactivity.


To enable points expiration:

  1. Click Program Settings in the sidebar.

  1. Under the Points Settings tab, enable the toggle.

  1. In the pop-up, enter the Time Period after which the points must expire in case of inactivity.

  1. Click Submit.

    Points settings section

To update any of the settings above, click Update, make the necessary changes and click Submit.

Attribution Settings

Common to both the affiliate and loyalty programs, this setting gives you control over whom to reward for successful task completion. If this toggle is disabled (default), the last referrer to initiate the action will be rewarded, or else the first referrer to initiate the action will be rewarded.

 

To enable first referrer attribution:

 

  1. Click Program Settings in the sidebar.

  2. Under the Attribution Settings tab, click the toggle.

    Attribution settings section

Program Opt-in Settings

You can automate your loyalty program enrollment flow by enabling automatic opt-in after a customer creates an account on your store or site.

The participant will have complete control over whether to stay in the program, and can leave any time. If they decide to leave, they can do so manually by clicking the Opt-out from this program button inside the widget, or you can do it for them on request.

To enable automatic program opt in:

 

  1. Click Program Settings in the sidebar.

  2. Under the Program Opt-in Settings tab, click the toggle.

Program Opt-in Settings section


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