HasOffers-GettingStarted_v1

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					Getting Started Guide
Network ID: Demo
Welcome to HasOffers!
We’ve created this quick getting started guide for you and your network. This document will guide you through the steps
to getting your network setup and configured properly. If at any time you run into a problem that is not addressed in this
guide feel free to get in touch with one of our Support Specialists, you can find support info at
http://www.hasoffers.com/support. Below are links to your network and the HasOffers Wiki.


          http://demo.hasoffers.com



          http://www.hasoffers.com/wiki/




Contents
Advertisers ......................................................................................................................................................... 3
Offers................................................................................................................................................................. 5
Conversion Tracking .......................................................................................................................................... 7
Creatives ............................................................................................................................................................ 8
Affiliates........................................................................................................................................................... 10
Generate Tracking ............................................................................................................................................ 12
Affiliate Pixels .................................................................................................................................................. 13
Domain and Email Settings ............................................................................................................................. 15
Application Settings ......................................................................................................................................... 16
Remote Integration .......................................................................................................................................... 18




                                                                                                                                                                       2
Advertisers
An advertiser is the owner of the offer (advertising campaign). If you’re a network with multiple advertisers, you’ll want to
setup advertisers first. If you are an advertiser using HasOffers directly, skip to setting up your offers. You can manage
your advertisers from the Advertisers tab.


       http://demo.hasoffers.com/admin/advertisers



       http://www.hasoffers.com/wiki/Application_Support:Advertisers


Advertiser Setup

You can begin by creating an advertiser here:


       http://demo.hasoffers.com/admin/advertisers/create




                                                                                                                                3
Account details specify the company information of the advertiser. The account details are separate from the user details
so that multiple users can be linked to the same advertiser account.


User details specify the user information that used in the advertiser account. These details include their first name, last
name, title e-mail address and a password. Once the advertiser account is created, a welcome email will be sent to the
user notifying them of their new account.


When creating an advertiser account manually, you can also set the account manager and status. The account manage is
the employee who will be managing the account and is permitted access to the account. The account status is the status
of the account. Accounts have to be active for users to access your network.


Bulk Importing

If you have a list of advertisers from another system, you can import them into your HasOffers network. You’ll need to
download the CSV template for importing advertisers. Once you format your advertisers in the CSV file, you’ll upload the
advertisers to your network.


       http://demo.hasoffers.com/admin/customize/import_advertisers


       http://www.hasoffers.com/wiki/Application_Support:Importing_Advertisers


Advertiser Signup

Advertisers can sign up to your network from the link below. If your network is setup to require approval for new
advertisers, then upon completed signup they’ll be notified that your network will contact them. Pending advertiser
accounts can be approved from the Pending Advertisers page under the Advertisers tab. If you have advertiser signup set
to automatic approval, then advertisers will be automatically logged in upon completed signup.


       http://demo.hasoffers.com/advertiser_signup




                                                                                                                              4
Offers
An offer is defined as what is being advertised. It consists of the landing page to send the traffic to along with how much
affiliates should be compensated.


Create Offer

You can setup an offer here:


       http://demo.hasoffers.com/admin/offers/add




If you have advertisers enabled, then you can attach the offer you are creating to an advertiser. This is will associate the
statistics to the advertiser. You will want to name your offer and provide a description. Affiliates will see the offer’s name
and description.


The preview URL is a clean URL that will be visible to affiliates. It’s usually the URL of the landing page URL with no
tracking information. The preview URL is provided so the affiliate can preview the landing page they wish to send their
traffic to. The Default Offer URL is the actual URL where the ad servers will direct users to on click. Many optional variables
can be included in the default offer URL and will be replaced by the ad servers when loaded with the appropriate value.




                                                                                                                                 5
The Conversion Tracking protocol is the method used to record conversions in your HasOffers network. A conversion is
the action recorded when a user does something like enter their email address to create a lead for the advertiser, purchase
a product from the advertiser’s web site, subscribe to a service offered by the advertiser, etc. The easiest conversion
tracking protocol to setup is HTTP iFrame Pixel as it simply requires a pixel to be placed on the web page after an action
happens.


The status of the offer allows you to manage which offers are available to promote. The pending status is for new offers so
that you can test them, pending offers are not visible to affiliates. The active status is when an offer is available for
affiliates to promote. The expiration date defines when the offer should no longer be active. The offer category is used to
categorize the offer for affiliates to easily find an offer in a category in their interface.


The revenue type defines how much the advertiser is paying the network, or if the network is the advertiser, how much the
action is worth. The available revenue types are: Revenue per Conversion (RPA), Revenue per Sale (RPS), Revenue per
Conversion + Revenue per Sale, Revenue per Click (RPC), or Revenue per Thousand Impressions (RPM).




The payout type defines how much the network is going to pay affiliates for an action. The available payout types are: Cost
per Conversion (CPA), Cost per Sale (CPS), Cost per Conversion + Cost per Sale, Cost per Click (CPC), or Cost per Thousand
Impressions (CPM).




After you’ve defined the basic offer settings above, you can create the offer. Implementing conversion tracking for the
offer is discussed in the following section.


Bulk Importing

If you have a list of offers from another system, you can import them into your HasOffers network. You’ll need to
download the CSV template for importing offers. Once you format your offers in the CSV file, you’ll upload the offers to
your network.


        http://demo.hasoffers.com/admin/customize/import_offers



        http://www.hasoffers.com/wiki/Application_Support:Offers




                                                                                                                              6
Conversion Tracking
Once you have your offers setup, you’ll want to distribute the conversion pixels or postback URLs depending on the
tracking protocol used. You can access the conversion pixel or postback URL for an offer by viewing an offer and then
clicking the Tracking link from the Details panel. You need to send this code to have the advertiser to place on their
confirmation page or server where the conversion will register.




Implement Tracking Pixel Code

A conversion takes place when a user completes whatever action that generates revenue or a payout, such as signing up
for something or making a purchase. To track the conversions using an iFrame or Image Pixel you need your tracking pixel
code on the "thank you" page for the sign-up/purchase. Only one pixel code needs to be placed for each offer. The code
should be placed between the tags, closer to the top tag so that it will load first to ensure accurate tracking. Placing the
tracking code into your website code will not affect your site.


Implement Server Postback URL

There are a few ways to implement Server Postback URLs for conversion tracking. With PHP fOpen or CURL can be used to
request the offer’s Postback URL. With ASP you can do an HTTP request to request the offer’s Postback URL. When the
advertiser requests your offer’s Postback URL, a conversion is tracked.


The advertiser will need to store either the HasOffers’ transaction ID or affiliate ID associated with each click in their
system. Generally advertiser already have their own tracking system in place and either transaction ID or affiliate ID can be
passed into their tracking link as a sub ID in their system. On the conversion, the advertiser can dynamically include the
sub ID into the postback URL which would either be the affiliate ID or transaction ID.


Test Conversion Tracking

You can verify conversion tracking is working for an offer by waiting for a conversion to occur or completing a test
conversion yourself. On the tracking code pages, right below the pixel or postback URL code, there is a test link. Use the
test tracking link to test the offer yourself or send the test link to the advertiser to test the offer for you. After you
complete the advertiser's offer, run a Conversion Report to make sure that a conversion has been tracked. The test
conversion will show up under your account with the Affiliate Sub ID of "testoffer" and Affiliate Source of "testoffer".


       http://www.hasoffers.com/wiki/Application_Support:Offer_Tracking


                                                                                                                               7
Creatives
Add image banners, flash banners, HTML ads, text links, and email creatives to offers. The application uses these creatives
to generate creative tracking code or allow easy downloading for affiliates. To manage and upload creative files, hover
over the Offers tab and select Creative Files.


       http://demo.hasoffers.com/admin/offer_files


Add Creative

To upload creative files for affiliates to use in offer campaigns, select the Add Creatives link in the upper right of the
manage Creative Files page. You can upload multiple files to multiple offers at once. Upload creative files here:


       http://demo.hasoffers.com/admin/offer_files/upload_multiple


Start by selecting the offer that you are going to add the creative for and then the creative type. The creative type
determines how the application should display the creative for affiliates based on its format. Enabling a creative file to be
private restricts affiliates from seeing it in their interface. Click the Browser button and select the files to upload.




Once you select the file to upload click, they will be uploaded into your network. You can select multiple files to upload by
using the CTRL key. When the file has been uploaded successfully, it will say complete and display the web URL for the file.


                                                                                                                                8
http://www.hasoffers.com/wiki/Application_Support:Creative_Files




                                                                   9
Affiliates
An affiliate is an individual or company that promotes a product or service to potential customers in exchange for
commission. Affiliates might be experienced online marketers, news publishers, bloggers, or anyone that has access to
potential customers.


       http://demo.hasoffers.com/admin/affiliates



       http://www.hasoffers.com/wiki/Application_Support:Affiliates


Affiliate Setup

Now you can setup your affiliates. You can create your first affiliate here:


       http://demo.hasoffers.com/admin/affiliates/create




                                                                                                                        10
Bulk Importing

If you have a list of affiliates from another system, you can import them into your HasOffers network. You’ll need to
download the CSV template for importing affiliates. Once you format your offers in the CSV file, you’ll upload the offers to
your network.


       http://demo.hasoffers.com/admin/customize/import_affiliates


       http://www.hasoffers.com/wiki/Application_Support:Importing_Affiliates


Affiliate Signup

Affiliates can sign up to your network from the link below. If you have your network setup to require approval for new
affiliates, then upon completed signup they’ll be notified that your network will contact them. Pending affiliates can be
approved from the Pending Affiliates page under the Affiliates tab. If you have affiliate signup set to automatic approval,
then affiliates will be automatically logged in upon completed signup.


       http://demo.hasoffers.com/signup




                                                                                                                              11
Generate Tracking
You can generate a tracking link or tracking code when viewing an offer from the Generate Tracking section. This allows
you to quickly create tracking links for your affiliates. Select the affiliate for whom you wish to generate a link, choose an
Offer URL (if available), and the tracking link will immediately appear. Affiliates that log into your network can also
generate tracking links in this same way.


In the admin interface, select an affiliate first and then a tracking link will be generated. In the affiliate interface, a tracking
link will already be generated by default since the affiliate is known. Use the tracking links in any marketing campaigns.
When a user clicks on the tracking links, it is recorded as a click in reporting.


If creatives were added to the offer, a creative can be selected to generate code for. Simply select the name of the creative
from the drop down menu. You can also browse the creative and make the selection accordingly. When a create is
displayed on an affiliates page, it is recorded as impressions and a click on the creative recorded as clicks in reporting.




Affiliates can also pass in Sub IDs and a Source name into a tracking link or creative code. The interface can be used to
add a Sub ID or Source name by simply clicking on the corresponding checkbox and inputting the value. Since the value is
just appended in the tracking link or creative code, the value can be dynamically inserted.




        http://www.hasoffers.com/wiki/Application_Support:Generate_Tracking_Links




                                                                                                                                   12
Affiliate Pixels
Third-party conversion pixels and URLs can be added for affiliates. When your HasOffers network records a conversion,
these pixels / URLs are loaded by ad servers to notify the third-party system that a conversion was recorded. You can
manage Conversion Pixels / URLs from the Affiliates tab.


        http://demo.hasoffers.com/admin/offer_pixels


Add Conversion Pixels / URLs

Third-party tracking for affiliates can be added in several ways. On the bottom of the view offer page in the admin
interface, they can be added from the Conversion Pixels / URLs panel. Conversion Pixels and URLs for affiliates can also be
added from the Conversion Pixels / URLs page under the Affiliates tab.


        http://demo.hasoffers.com/admin/offer_pixels/create


You can then add affiliates’ third-party pixels or postback URLs for specific offers, or select All Offers and the pixel or
postback URL will be global.


The type of third-party tracking available is based on the tracking protocol used on the offer. Refer to the table below as it
outlines the support third-party tracking based on the offer tracking protocol. Offers that use iFrames pixels, accept third-
party iFrame, JavaScript, Image pixels and server postback URLs. Offers that use Image pixels, only accept third-party
Image pixels and server postback URLs. Offers that use Server Postback, only accept third-party server postback URLs.

  Offer Tracking Protocol                  iFrame Pixel         JavaScript Pixel      Image Pixel             Postback URL
  HTTP iFrame Pixel                        Yes                  Yes                   Yes                     Yes
  HTTPS iFrame Pixel                       Yes HTTPS only       Yes HTTPS only        Yes HTTPS only          Yes
  HTTP Image Pixel                         No                   No                    Yes                     Yes
  HTTPS Image Pixel                        No                   No                    Yes HTTPS only          Yes
  Server Postback with Transaction ID      No                   No                    No                      Yes
  Server Postback with Affiliate Info      No                   No                    No                      Yes


Based on the type of conversion pixel / URL being added, you’ll be able to insert HTML code or a postback URL.




                                                                                                                              13
The system will dynamically replace the following variables when a pixel is displayed: "{offer_id}" for ID of Offer,
"{affiliate_id}" for ID of Affiliate, "{aff_sub}" for Affiliate Sub ID value from tracking link, "{source}" for Affiliate Source value
from tracking link, "{payout}" for Offer Payout Affiliate receives for offer, "{transaction_id}" for a unique Transaction ID
number and "{ran}" for a random number.


        http://www.hasoffers.com/wiki/Application_Support:Conversion_Pixels_URLs




                                                                                                                                     14
Domain and Email Settings
You can setup your network to use custom domain names to further white-label your network into a branded experience.
You will first need to decide the custom domain names you want to use. Then you’ll need to update the DNS for those
domain names or sub domains to point to HasOffers.


       http://demomaster.hasoffers.com/admin/customize/settings_domain




Before you update the custom application domain or tracking domain setting, you will need to update the DNS for the
domain. Add the CNAME to your HasOffers sub domain for your application or ad servers (tracking). It may take up to
twelve hours for the DNS information to update.


Custom application domains will need to have a cname record for: demo.hasoffers.com


Custom tracking domains will need to have a cname record for: demo.go2cloud.org


After DNS has resolved for the custom application domain or tracking, then specify the custom domain in the Domain
Settings.


You can also enable custom SMTP settings used to send email to your network’s users. By default email is sent from do-
not-reply@adappsolutions.com. By enabling custom SMTP settings, email will be sent via your specified email settings.


       http://www.hasoffers.com/wiki/Application_Support:Domain_Settings




                                                                                                                         15
Application Settings
You’ll want to review all of your network’s settings prior to going live. The settings here allow you to customize how
functions for affiliates, advertisers, offers, and fraud work. Here you’ll find a multitude of design customization options as
well.


        http://demo.hasoffers.com/admin/customize




Edit Affiliate Settings include signup approval and payment settings here:


        http://demo.hasoffers.com/admin/customize/settings_affiliate


Add your company logo here:


        http://demo.hasoffers.com/admin/customize/logo


Customize the layout colors here:


        http://demo.hasoffers.com/admin/customize/css




                                                                                                                                 16
At a minimum, you want to update the terms and conditions for Affiliates. While we provide you with a standard set, its
best to use terms and conditions that actually represent how your company operates and does business. You can edit the
affiliate T&Cs here:


       http://demo.hasoffers.com/admin/customize/terms_conditions


Having an effective signup process makes running your network much easier. You can easily add additional signup
questions to the affiliate signup process. These additional questions can be required or optional. Answers are included
with each application to your network so that you or your employees can review them.


       http://demo.hasoffers.com/admin/customize/signup_questions/affiliate


You can customize the emails that are sent to users for various actions. These email templates include affiliate signup and
affiliate approval emails.


       http://demo.hasoffers.com/admin/customize/email_templates



       http://www.hasoffers.com/wiki/Application_Support:Company_Settings




                                                                                                                          17
Remote Integration
Log In Box on Website

You can easily add the login form to your network on your company’s website. Simply copy the code from the Wiki article
below and update the form action to point to your application’s domain.


       http://www.hasoffers.com/wiki/Support_Questions:How_can_I_set_up_a_custom_login_box


Hosted Signup Pages

The easiest way to host the signup page as part of your company website is to use remote signup forms with API V1. You
will just need to copy the code from the Wiki entry below and update it to use your application domain and API key.


       http://www.hasoffers.com/wiki/API:API_Remote_Signup_Forms%28Legacy%29


To accomplish more advanced signup functionality, you can also use the network API V2 as documented here:


       http://www.hasoffers.com/wiki/Support_Questions:Code_for_Custom_Affiliate_Signup_Form_API_V2




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