Top Level Category

Table of Contents

  1. Contents of Top Level Category
    1. Administration
      1. Affiliate Management (Managing and Communicating with Affiliates)
        1. Automatic Signup Module (Modules used for automatically adding...)
      2. Commissions and Payments (Managing Your Commissions and Payments)
      3. Marketing Tools (Marketing Tools available for use in JAM)
        1. Articles (Article Management)
        2. Banner Ads (Banner Ad Management)
        3. Email Ads (Email Ad Management)
        4. Follow-Up Messages (Setting Up the Built-In Follow-Up Messaging...)
        5. Hover Ads (Hover Ad Management)
        6. Offline Marketing (Offline Marketing Module)
        7. One-Time Offer (Setting Up the One-Time Offer Option)
        8. Replicated Websites (Setting Up Static Website Replication)
        9. Text Ads (Text Ad Management)
        10. Text Links (Text Link Management)
        11. Viral PDFs
      4. Membership Management (Setting Up and Managing Memberships in JAM)
      5. Program Management (Managing Different Affiliate and Membership...)
      6. Stats and Reporting (Statistics and Reporting Data in JAM)
    2. Systems Management (Managing and Monitoring Your JAM system)
    3. Installation (JAM Installation)
    4. Quick Config / How Tos
    5. Troubleshooting
    6. Configuration
      1. Content Publishing (How to publish different types of content using...)
      2. Downloadable Files (How to provide downloadable files and products...)
      3. Payment Modules (How to Configure Payment Modules)
        1. Commission Payments (These are used to pay affiliate commissions)
        2. Membership Payments (These are used for collecting payment from...)
      4. Signup Modules (Optional Signup Modules and how to configure them)
      5. Settings (The different configuration settings and...)
      6. Email Settings (Email Templates and Settings)
      7. Cron Jobs (Setting up CRON jobs or scheduled tasks in JAM)
    7. Customization
      1. Custom Links (Information on custom affiliate links)
      2. Language (How to add or edit the language files)
      3. Members Area (How to customize the look and feel of the...)
    8. System Integration (Integration instructions for JAM with other...)

Top Level Category

Parent category to all other categories

What is Affiliate Marketing?

Affiliate marketing is a system of revenue sharing between a merchant (website) and an advertiser (the affiliate).  This system allows the merchant to recruit or signup affiliates/advertisers to advertise their products and/or services in return for a commission on sales sold by that affiliate.

Normally, this type of marketing works by having the merchant website create an affiliate program that affiliate members can join.  Upon joining, the affiliate is given a unique website URL to promote that merchant's products and/or services.  By promoting this link, any referrals that click on this unique link are tracked.  When the referring customer buys from the merchant, the affiliate member is given a commission for that referring sale.

Merchants can pay affiliates in many different ways.  These include pay-per-sale, pay-per-lead, or pay-per-click.  This depends entirely on the merchant website and how they want to reward their affiliate members.

What is JROX.COM Affiliate Manager (JAM) ?

JROX.COM Affiliate Manager, also known as JAM, is an affiliate and membership management system. This system allows you to recruit, manage, and build an army of online affiliates that can help promote your products and services throughout the Internet.

What is an Affiliate?

An affiliate can be described as a 'virtual salesperson', one that can help refer new customers to your online business in exchange for a commission when sales are generated.  This affiliate can come in the form of a website owner, another internet business, or an Internet webmaster.

Where does JAM come in?

JAM can be used to help you recruit and manage these affiliates as well as give them exclusive access to marketing and promotional tools to promote your business.  These tools have unique tracking codes that your affiliate can use so that any referring customer that they send to you, they will get the proper commission for it.

JAM will help you manage most of the aspects of your affiliate marketing strategy from signup, to member management, to payment of affiliates, and to keeping proper records of commissions.  It will also manage your affiliate marketing tools such as banner ads, text links, email ads, and so forth that you will assign to each affiliate to help you promote your Internet business.


Administration

Navigation Links Overview

JROX.COM Affiliate Manager allows you to manage and administer every facet of your affiliate program. It has rich and extensive features that allow you to efficiently administer all of your affiliates as well as the commissions that they generate.

To begin the administration tasks of managing your affiliates using JAM, here is a quick rundown of the main navigation and sections of JAM:

  1. Affiliates

  2. Commissions

  3. Reports

  4. Marketing

  5. Programs

  6. Settings

Some of these site map links have drop-down menus to make it even easier to access specific functions, such as Affiliates>Edit / Delete Affiliates.

Using the JAM Bookmarking Feature

JAM has a great feature in its bookmarks module.  By using the bookmarking feature, you can save and bookmark any page on JAM so you can easily get to it from any page on the site, without having to click back to it too many times.

The bookmarks module is located on the upper right of the screen.

Create a Bookmark

To create a bookmark, click on the  Star Icon to launch the bookmark window:

Accessing Bookmarks

To access your bookmarks, click on the View Bookmarks link and a drop-down list will appear, listing the 10 most recent bookmarks you have.

Deleting Bookmarks

To delete a bookmark, click on the View Bookmarks link and select Manage Bookmarks from the drop-down menu. You will now have all your bookmarks listed, and you can delete one by clicking on the  Delete Icon.


Affiliate Management

Managing and Communicating with Affiliates

Affiliate and Commission Groups

You can also assign your affiliates to specific affiliate groups for better management and emailing.  

Affiliate Groups are used to help segment your affiliate members for mass emailing, group commissions, and exclusive access to downloadable files.  

Here are a few examples of what to use affiliate groups for:

  1. If you want to be able to email affiliates that are assigned to the "Top Performers" group, you can assign these affiliates to this group, and you can send an email just to that group.
  2. You want a certain number of affiliates to have a different set of commissions payouts per level, than the default members of a particular program.
  3. You want to provide downloadable files to specific groups of members only.

Creating Affiliate Groups

To create affiliate groups, go to Settings > Affiliate Settings > Add Group.

  1. Affiliate Group Name - the name of your group
  2. Commission Per Level - If you want to use group commissions, enter the amounts here
  3. Affiliate Group Description - Enter a description for this group.  This is shown when affiliate members upgrade from one group to another.

Assigning To Groups

To assign affiliates to certain groups, follow these steps:

  1. Go to Affiliates > Edit / Delete Affiliates 
  2. Select which affiliates you want to put in the group by checking the checkbox on the right of the affiliate
  3. Scroll down to the bottom and select the Assign To GROUP option on the drop down box and click Go
  4. The selected affiliates will automatically be added to the selected group.

Viewing Group Members

To view group members, select the View By Group drop down menu near the bottom of Affiliates > Edit / Delete Affilates

 

 

Custom Options Available for Individual Affiliates

Sometimes, certain affiliates have different requirements and different options than other affiliates.  JAM allows for a number of custom options to be set for individual affiliates.

Custom Payout

This option can be set if you want this affiliate to have a different minimum payout balance than the one you set in Settings > Payment Settings.  

For example, an affiliate does not want to get paid until his balance reaches $500, but your default minimum balance is $100.  You can enable the Custom Payout option in the Affiliate Details and set the number for it to 500.  This way, when you click on the Pay Affiliates link and view affiliates with minimum balances, this affiliate will not appear until his custom payout amount has been reached.

Custom Commissions Per Program Per Level

JAM allows you to create custom commissions for an affiliate for each of your programs different levels.

For example, if you normally pay affiliates a 10% commission for Program 1 and 15% commission for Program 2, but want to pay this affiliate 15% on Program 1 and 25% on Program 2, just click on the Create Custom Commissions link in their Affiliate Details and fill in the custom commissions amounts for each of your programs for this affiliate. Make sure you set it to Enable so that the system knows that this affiliate requires a custom amount when a commission is generated for that particular program.

You can specify custom amounts for those programs that have multiple levels as well.

Custom URL

This option allows you to point your affiliates to a specific URL of your choice, instead of the default product URL that you set in the Products Area.

Custom ID (For Offline Marketing)

This is used in conjunction with the Offline Marketing Module for setting up offline codes.  You can change this to any alphanumeric phrase that you want.

 

Deleting Existing Affiliates

To delete an existing affiliate, click on the Edit / Delete Affiliates from the drop down menu and click on the Delete Button to delete an affiliate.

*Remember, deleting an affiliate that has existing commissions, payments, or traffic data will erase all of that existing data as well.  If you want to keep an existing affiliate's records, you can just change that affiliiate's status to Inactive, so that person no longer can login or use his/her account.

Emailing Affiliates

The built-in email function of JAM allows you to keep in touch with all of your affiliates by sending them the latest updates and news regarding your program and services.  You can send a broadcast email to any of your affiliates manually, or schedule them on a specific date.

Broadcast Email

To send a broadcast email to your affiliate members, click on Email Affiliates on the main drop down menu.

Send an Email to One Affiliate Member

You can also send a single email to any affiliate member by clicking on the email icon in the Account Details page for each affiliate.

Email Format - Send your email either in HTML, Text, or both.  Sending both types means it will automatically select between Text or HTML depending on what your affiliate member's email reader can view.

Send Email To - Select which affiliate groups to send to. This option is only available when sending a broadcast email.

Schedule Email - Select whether to schedule the email to be sent now, or sometime in the future.

Subject - Enter the subject of your email message

Custom Tags - Custom tags are used to automatically represent your affiliates' information details.  For instance, the custom tag: %%%USERNAME%%% represents the current affiliate's username.  You can use these tags in your messages to represent your affiliate members info in your emails.  Some of the custom tags you can use are:

- %%%USERNAME%%% - Username Variable
- %%%FIRST_NAME%%% - First Name Variable
- %%%LAST_NAME%%% - Last Name Variable
- %%%AFFILIATE_URL%%% - Affiliate URL Variable

*Certain tags are only available to use for certain templates.  Please use the drop down custom tag menu to see what choices are available for that email or template.

HTML Editor

The HTML Editor can be used to format your email messages in HTML format.  For more information on the HTML Editor and its settings, click here

Once you're done, just click on Send Email Message to send your email.

*All emails that are sent "now" are first queued and are automatically sent via the cron job on the next scheduled interval, usually 10 or 15 minutes.

System Templates

System Templates can also be used to create email templates that are used often.  This allows you to quickly send an email to your affiliates without having to rewrite it every time.  For more on system templates, click here.

Exporting Data

The Data Export function allows you export data directly from your JAM database. You can export Affiliates, Commissions and Events.

Export Formats can be: Tab Separated, Comma Separated, or Excel-Format.

Data Export can be run by clicking Settings>Data Export.

To generate the export, click on Export Data once you've chosen your export options.

How to Add New Affiliates

You can add affiliates into JAM using two methods.  First, you can use the signup form or add them manually in the admin area by clicking on Affiliates > Add New Affiliate

The only required fields when adding affiliates are First Name, Last Name, Email Address, and whatever fields you set in Settings > Signup Settings

How To Import Affiliate Members Into JAM

JAM allows you to import your affiliate members directly into the database via a tab-separated or comma-separated file.

To import your members, follow these steps:

  1. Export or Save your affiliate member data to a tab-separated (.txt) or comma-separated (.csv) file. The proper format is as follows:

    first_name, last_name, email_address, username, password, company_name, address_1, address_2, city, state, country, zip, phone, fax, tax_id, website, paypal_email, stormpay_email, safepay_id, moneybookers_id, alertpay_id, egold_id, bank_transfer, custom_field_value_1, custom_field_value_2, custom_field_value_3, custom_field_value_4, custom_field_value_5 
     
  2. The only required columns for import are first name, last name, and email address. All other columns are optional. Only .txt or .csv file extensions allowed.

  3. Click on Settings > Import / Export > Click Here to Import Data.

  4. Once you are on the Import Screen, browse for your .txt or .csv file.  The maximum upload size is 2 MB, so make sure your file size is less than that.
  5. An example .CSV file is available for you to download and copy as well.

How to Use the Built-In HTML Editor

The HTML Editor is a feature in JAM that allows you to add /edit/ and create HTML-based templates and ads easily, with very minimal HTML knowledge.

The HTML Editor is available to use if you use the following browsers:

  1. Internet Explorer 5.5 and up

  2. Netscape / Firefox 1.0 and up

The icons in the HTML Editor can do the following:

 Preview

Search

Paste from Microsoft Word

Undo

Redo

Foreground Color

Background Color

Insert Hyperlink

Insert Image

Insert Table

Absolute

Special Characters

Insert Line

Remove Formatting

View /Edit HTML Source

Paying Affiliate Commissions

The Pay Affiliates function is used to record payments to your affiliates.

Once an affiliate has reached the minimum required balance set in Settings > Payment Settings, they will automatically appear in the Pay Affiliates section.

There are several options for paying affiliates, depending on your chosen payment options. Here are some examples:

  1. Print Payment Invoices

  2. Pay via Paypal Email Address

  3. Pay via Paypal Mass Payment option

Print Payment Invoices

You can print out payment invoices for each of your affiliates if you want.  This can be used to accompany the check payment you will be sending to them.

Customizing Payment Invoices

You can customize the payment invoice template by opening and editing the following file to suit your needs:

admin/includes/html/themes/templates/forms/form_admin_pay_affiliates_invoice.php

Pay via Paypal Email Address

You can pay your affiliate directly if they have a paypal email address set.  By clicking the Paypal icon in the list, you can send a Paypal payment directly.

Pay via Paypal Mass Payment

If you have a number of paypal payments to make, you can use the Paypal Mass Payment option to upload payments to Paypal using a tab-delimited file.  To generate this file, check all of the Paypal users you have on the list and select Paypal Mass Payment on the drop-down menu near the bottom of the list.  

When you generate the Paypal Mass Payment file, you will download a tab-delimited file which you can then upload directly to Paypal to pay your affiliates quickly.

*Other Mass Payment options are available, such as SafePay, AlertPay, and Moneybookers Mass Payment Files.

 How to Pay Affiliates

JAM has a specific method in paying affiliates.  Follow these steps to properly pay affiliate members their commissions.

  1. Login to JAM and click on Edit / Delete Commissions.

  2. If you have any Pending commissions, review them first and make sure they are all valid.  If they're all good to go, scroll down to the bottom of the screen, and select Unpaid in the Mark Checked As drop down menu. Select the checkbox for all those commissions you want to update.

  3. If you have the Alert Affiliate on Commission Generated option set in Settings > Affiliate Settings, an email will be sent to each affiliate notifying them of the commission.

  4. Before you pay affiliates, you now will have to set any commissions that are not yet approved to Approved status. Those that are still not approved are marked with the following icon:  All approved commissions will be marked with this icon:

  5. Select all the commissions you want to approve for payment in the Edit / Delete Commissions page.

  6. Once you have approved commissions, you now can proceed to the Affiliates > Pay Affiliates section to generate invoices or download the  Mass Payment file.  You can also pay affiliates manually using direct payment option or creating an invoice for printing here.

  7. Once you've finished paying affiliates, in the Pay Affiliates screen, scroll down to the bottom to the Mark Checked For drop down menu and select the method you have paid affiliates with.  From there, check all the affiliates you have paid in the right hand side checkboxes and click Go.

  8. You have now recorded successful payments for your affiliate members.

  9. You can view all Payment History by clicking on the Payment History link in Commissions > Payment History.

Searching For Affiliate Members

The Search Affiliates function allows you to search your Affiliate Members' information based on a select criteria.  

To search affiliates, click on the Search Affiliates link on the main drop-down menu.

You can search affiliates using the following search categories:

After executing the search query, all matching search terms are displayed in row function.

Viewing and Editing Affiliates

To view your existing affiliates, click on the Edit / Delete Affiliates drop down menu.

To edit an affiliate, click on the Edit Affiliate button


Automatic Signup Module

Modules used for automatically adding affiliates to JAM

Automatic Signup Module Integration with 1ShoppingCart

To integrate the Automatic Signup Module with 1ShoppingCart, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit your thank you page.  Make sure this is in .php format.

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = '1shoppingcart';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in 1ShoppingCart.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with 2Checkout

To integrate the Automatic Signup Module with 2Checkout, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit your thank you page.  Make sure this is in .php format.

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = '2checkout';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in 1ShoppingCart.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with AlertPay

To integrate the Automatic Signup Module with AlertPay, follow these instructions:
  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, open up your /plugins/payments/alertpay/plugin_alertpay_payments.php file. 

  10. Scroll down to this line and add the following snippet of code:

    if ($_POST['ap_status'] == 'Success')
        {
         require "../../../sale.php";

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'alertpay';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  11. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  12. Save the file.

  13. Now,  run a test transaction in AlertPay.

  14. Once you've created it, login to JAM and verify that the new affiliate exists.

  15. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with aMember

To integrate the ASM with aMember, follow these instructions:

  1. Download the jrox_affiliate.zip file.
  2. Unzip and upload the contents into your aMember/plugins/protect folder
  3. Login to your aMember admin area and go to Setup / Configuration >  Plugins
  4. Click to enable the jrox_affiliate plugin and Save.
  5. Once the jrox_affiliate link appears on the top menu, click on it, and fill in the details on the configuration page.
  6. Click Save. 
  7. Login to JAM. Click on Settings > Signup Settings.
  8. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.
  9. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.
  10. Click Edit Settings to save the form.

You now have JAM integrated into aMember for Automatic Signups.

Automatic Signup Module Integration with Authorize.Net

To integrate the Automatic Signup Module with Authorize.Net, follow these instructions:
  1. Login to your Authorize.Net account.

  2. Click on Settings > Silent Post URL

  3. Enter the following URL String: http://www.domain.com/affiliates/plugins/signup_automation/external/authorize_net/autosignup.form.php

  4. Change the www.domain.com/affiliates to your JAM installation URL.

  5. Click Submit.

  6. Login to JAM. Click on Settings > Signup Settings.

  7. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  8. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  9. Click Edit Settings to save the form.

  10. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  11. Scroll to the section that says //SET JAM VARIABLES.

  12. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  13. Save the file.

  14. Now, you will need to edit the /plugins/signup_automation/external/authorize_net/autosignup.form.php.

    //SET AUTHORIZE.NET HASH
    $auth_secret = "yoursecrethash";
    $auth_login = "yourauthlogin";

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'authorize_net';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  15. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  16. Save the file.

  17. Now,  run a test transaction in Author.

  18. Once you've created it, login to JAM and verify that the new affiliate exists.

  19. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Installation Notes:
JAM will only create the affiliate if at least the following data values are present in your Authorize.Net transaction:

  1. First  Name (x_first_name)
  2. Last Name (x_last_name)
  3. Email Address (x_email)

 

Automatic Signup Module Integration with CubeCart 3

 

To integrate the Automatic Signup Module with CubeCart, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to open up the includes/content/reg.inc.php file in your CubeCart folder and add the following code block:

    $record["phone"] = $db->mySQLSafe($_POST['phone']);
    $record["mobile"] = $db->mySQLSafe($_POST['mobile']);
    $record["regTime"] = $db->mySQLSafe(time());
    $record["ipAddress"] = $db->mySQLSafe($_SERVER['REMOTE_ADDR']);
      
    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Country_Query = $db->select("SELECT * FROM ".$glob['dbprefix']."CubeCart_iso_countries WHERE (id = ".$db->mySQLSafe($_POST['country']).")");
    $JAM_CCountry = $JAM_Country_Query[0]['iso'];
    $JAM_Aff_Directory = '/home/USERNAME/public_html/affiliates';
    $JAM_ASM_Type = 'cubecart';
    $JAM_Program_ID = '1'; 
    include $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  10. You will need to change /home/USERNAME/public_html/affiliates to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in CubeCart.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with Mal's E-Commerce

*Currently, JAM can integrate ASM with Mal's E-Commerce using the standard Paypal Payment Option Only with a Return Link Web Page Setup.

To integrate the Automatic Signup Module with Mal's E-Commerce, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit your Mal's E-Commerce Return Link web page.  On the very last line of your page, copy and paste the following php code:

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'mals_ecommerce;
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in Mals.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with ModernBill 4

 To integrate the Automatic Signup Module with ModernBill 4.x, follow these instructions:
  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to open up the include/misc/mod_orderwiz/wizard_submit_process.case.inc.php

          // $invoice_id
          // $order_totals['sub_total']
          // $order_totals['pre_tax']
          // $order_totals['tax_due']
          // $order_totals['post_tax']
          ?>
         </td>
        </tr>
        REMOVE THIS LINE WHEN ACTIVE -->
    <?php

     //BLOCK FOR JAM-ASM MODULE INTEGRATION
     $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
     $JAM_ASM_Type = 'modernbill';
     require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
     //END JAM-ASM MODULE INTEGRATION

    ?>
     
     // +----------------------------------------------+
     // | GENERIC AFFILIATE BLOCK - STOP
     // +----------------------------------------------+

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in ModernBill.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with OSCommerce

To integrate the Automatic Signup Module with OSCommerce Shopping Cart, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit some files in OSCommerce.  Open up the file create_account.php.  Scroll down to the following section and make these changes:


    if (SESSION_RECREATE == 'True') {
            tep_session_recreate();
          }
          $customer_first_name = $firstname;
          $customer_default_address_id = $address_id;
          $customer_country_id = $country;
          $customer_zone_id = $zone_id;
          tep_session_register('customer_id');
          tep_session_register('customer_first_name');
          tep_session_register('customer_default_address_id');
          tep_session_register('customer_country_id');
          tep_session_register('customer_zone_id');

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'oscommerce';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

    // restore cart contents
          $cart->restore_contents();

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now, create a test account in OSCommerce.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with Paypal

To integrate the Automatic Signup Module with Paypal, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit  your /plugins/payments/paypal/plugin_paypal_payments.php. Scroll down to the following area, and add the ASM module integration code:

    if (!empty($custom_mid))
         {
          if (!empty($_POST['payment_status']) AND $_POST['payment_status'] == 'Completed')
          {
           require "../../../sale.php";
           
           //BLOCK FOR JAM-ASM MODULE INTEGRATION
           $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
           $JAM_ASM_Type = 'paypal';
           require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
           //END JAM-ASM MODULE INTEGRATION
        
    }
         }

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in Paypal.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with SafePay Solutions

To integrate the Automatic Signup Module with SafePay Solutions, follow these instructions:

  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit  your thank you page. Make sure it is a .php file.
           
           //BLOCK FOR JAM-ASM MODULE INTEGRATION
           $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
           $JAM_ASM_Type = 'safepay;
           require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
           //END JAM-ASM MODULE INTEGRATION

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now,  run a test transaction in SafePay Solutions.

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module Integration with WHMAutoPilot

Module Activation Instructions:

From inside your admin area, click on the 'Utilities' tab and click on 'Custom Modules'. Once there, click on the 'Add

New Module' and choose 'jam_affiliate' from the dropdown selector. Follow the instructions at the bottom of the screen

to activate the module. Once complete, click on the quick link on the left menu that will now appear after you have

activated the module.

Three items to setup:

Path to sale: ex: http://yoursite.com/affiliates/sale.php

Enable Auto-Signup: [ yes / no ]

Folder Path to Install: ex: /home/youruser/public_html/affiliates

After those items are filled in, select the products that you will permit affiliate commissions to be paid out on and

click the 'save configuration' button. Once saved, you will not be tracking sales referred to your website made through

the WHM.AutoPilot V3 system.

Now, you will have to open up  /plugins/signup_automation/external/plugin.autosignup.php in your JAM affiliates folder.

Scroll to the section that says //SET JAM VARIABLES.

Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

$JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
$JAM_Affiliate_URL = "
http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

Save the file.

Automatic Signup Module Integration with Zencart

 To integrate the Automatic Signup Module with Zencart Shopping Cart, follow these instructions:
  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to edit some files in ZenCart.  Open up the file includes/templates/template_name/checkout_success/tpl_footer.php.  Scroll down to the following section and make these changes. template_name refers to the zencart template folder you are using

    *For ZenCart 1.3.0 and above:

     $group_pricing_amount = $JAM->fields['value'];
            break;
        }
        $JAM->MoveNext();
      }

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'zencart';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

    $commissionable_order = ($order_subtotal - $coupon_amount - $group_pricing_amount);
    $commissionable_order = number_format($commissionable_order,2,'.','');
    echo "<script language=\"JavaScript\" type=\"text/javascript\" src=\"
    http://www.yourdomain.com/affiliates/sale.php?amount=$commissionable_order&trans_id=$orders_id\"></script></td></tr>
    </table>";

  10. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  11. Save the file.

  12. Now, create a test account in Zencart AND order an item from the store AND complete check out..

  13. Once you've created it, login to JAM and verify that the new affiliate exists.

  14. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

Automatic Signup Module with Modernbill 5

To integrate the Automatic Signup Module with ModernBill 4.x, follow these instructions:
  1. Login to JAM. Click on Settings > Signup Settings.

  2. To enable the Automatic Signup Module, set the Enable Automatic Signup Module to Enable.

  3. Enter a Secret Word for the Auto Signup Secret Word field.  This is used to ensure that your automatic signups come from a trusted application.

  4. Click Edit Settings to save the form.

  5. Now, you will have to open up and edit a few files. First, open up /plugins/signup_automation/external/plugin.autosignup.php.

  6. Scroll to the section that says //SET JAM VARIABLES.

  7. Edit the following section with your Auto Signup Secret Word and the full URL to your affiliates directory:

    $JAM_Secret = "secret_word"; //SET THIS VARIABLE TO ENABLE SECURITY CHECK OF AUTOSIGNUP
    $JAM_Affiliate_URL = "
    http://www.domain.com/affiliates"; //DO NOT ADD TRAILING SLASH

  8. Save the file.

  9. Now, you will need to open up the /app-modernbill-order/include/lib-action/shopping/ProcessCartCheckout.php.

  10. Add the integration code according to the following text in bold:

          $this->smartyVars["transaction"]["secondary"][0]["form"] = (array)$this->smartyVars["transaction"]["secondary"][0]["form"];
         $this->smartyVars["transaction"]["secondary"][0]["link"] = (array)$this->smartyVars["transaction"]["secondary"][0]["link"];
         $this->smartyVars["transaction"]["secondary"][0]["linkurl"] = (array)$this->smartyVars["transaction"]["secondary"][0]["linkurl"];

     //BLOCK FOR JAM-ASM MODULE INTEGRATION
     $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
     $JAM_ASM_Type = 'modernbill5';
     require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
     //END JAM-ASM MODULE INTEGRATION

    $j = file_get_contents("http://www.domain.com/affiliates/sale.php?amount=".$this->smartyVars["invoiceInfo"]["invoiceAmount"]."&trans_id=".$this->smartyVars["invoiceInfo"]["invoiceNumber"]."&custom_mid=".$_COOKIE['jrox']);

     } else {

        
    $this->smartyVars["transaction"] = correctArray($result["mbapi"][0]["results"][0]["transaction"][0]);
         $this->addTemplate("shopping/CheckoutFailure", $this->smartyVars);


  11. You will need to change /home/username/public_html/affiliates_directory to point to your affiliates directory. 

  12. Save the file.

  13. Now,  run a test transaction in ModernBill.

  14. Once you've created it, login to JAM and verify that the new affiliate exists.

  15. When all is working, you will now have JAM automatically signing up your customers as new affiliates as well.

How To Create a Custom Automatic Signup Module

JAM allows you to create your own custom Automatic Signup Module for integration into your web applications.

To do this, follow these steps:

  1. Create a folder structure like this, where CUSTOM is the name of your custom ASM:

    /plugins/signup_automation/external/CUSTOM
    /plugins/signup_automation/external/CUSTOM/config.autosignup.inc.php
  2. Inside the config.autosignup.inc.php file, you can map the JAM variables with your web applications data values. Here is an example of  the variables that you can map:

    $JAM_First_Name = $_POST['first_name'];
    $JAM_Last_Name = $_POST['last_name'];
    $JAM_Primary_Email = $_POST['payer_email'];
    $JAM_Username = '';
    $JAM_Company = '';
    $JAM_Address_1 = $_POST['address_street'];
    $JAM_City = $_POST['address_city'];
    $JAM_State = $_POST['address_state'];
    $JAM_Country = $_POST['address_country_code'];
    $JAM_Zip = $_POST['address_zip'];
    $JAM_Phone = '';
    $JAM_Website = '';
    $JAM_ISO_Country = 1;
  3. The only required fields are the following:

    $JAM_First_Name = $_POST['first_name'];
    $JAM_Last_Name = $_POST['last_name'];
    $JAM_Primary_Email = $_POST['payer_email'];


    Everything else can be blank.
  4. Once you are done, just point to it the same way as the other ASM modules and integrate it to your post-signup page:

    //BLOCK FOR JAM-ASM MODULE INTEGRATION
    $JAM_Aff_Directory = '/home/username/public_html/affiliates_directory';
    $JAM_ASM_Type = 'CUSTOM';
    require $JAM_Aff_Directory . '/plugins/signup_automation/external/plugin.autosignup.php';
    //END JAM-ASM MODULE INTEGRATION

What is the Automatic Signup Module (ASM)?

The Automatic Signup Module allows you to integrate JAM into your existing ECommerce Applications or Shopping Carts to allow for the automatic affiliate account creation in JAM.  This works well if you'd like your customers or members to have an affiliate account automatically setup for them upon their payment or registration with your web site or shopping cart.  There will be no need to re-register for an affiliate membership, as the Automatic Signup Module will do that for them instantly.

ASM Examples and Benefits

Automatically Build Your Affiliate Network

For example, you have an Internet Store running on OSCommerce Shopping Cart.  If you wanted to use the Automatic Signup Module in JAM, all you have to do is enable it in the Signup Settings, and insert two lines of code in  a file in OSCommerce.  From there, everytime you have a new customer that registers during the payment process or creates an account in OSCommerce, his / her details will also be created in JAM, along with all of their personal information.

Use JAM Tools to Build and Connect with Customers

JAM has some great tools that will help you stay in touch with your customers even more.  For instance, if your current shopping cart does not have any means to send out newsletters, you can use JAM to do that, since JAM has its own built-in HTML editor for sending out emails, both in Text or HTML format.

Give Your New Customers More Incentives
By automatically creating an affiliate account for your customers, they can in turn start making some extra money by referring new customers to you. And since they have already bought from you, they know that your company has good products and services that they can easily promote to their friends and colleagues.

  1. PHP Curl Functions - In order to use the JAM Automatic Signup Module, you must have Curl compiled into PHP.  Curl will be used to connect with JAM in order to send the affiliate details automatically. To verify if Curl is installed, you can create a small test.php file, and enter the following code in it:

    <?php phpinfo(); ?>


    Upload this to your web server and view it in your browser.  Scroll down until you find a reference to Curl being installed.

  2. Turn Off Affiliate Verification - This is optional, but you may have to turn off the Require Admin Approval on Signup and the Require Affiliate Confirmation via Email setting in the Signup Settings.  This allows for a more seamless integration without having to hassle your new customers for affiliate approval.

  3. Affiliate Program Notice - You may want to make your customers aware that they are now your affiliate members as well.  This will work well for helping to promote more of your products and services, since they have already bought from you and you have gained their trust.  Now, they can easily refer more of their friends and colleagues while earning a commission from you.  We suggest tailoring your Affiliate Welcome Email to reflect this.

Plugins for Automatic Signup Module

We are currently developing a number of plugins for the Automatic Signup Module.  Here are the ones that are currently available:

  1. 1ShoppingCart
  2. 2Checkout
  3. AlertPay
  4. CubeCart
  5. Mals E-Commerce
  6. ModernBill
  7. OSCommerce
  8. Paypal
  9. Safe Pay Solutions
  10. ZenCart

Commissions and Payments

Managing Your Commissions and Payments

Adding New Commissions Manually

To add a new commission, click on the Commissions drop-down menu and select Add Commission.

Add Commission Details:

  1. Date - Date the commission is generated. To enter a date, click on the calendar icon to select a date.
  2. Program- Select the product that is associated with this commission.
  3. Use Program  Values - Use the commission values that you have set for that program.
  4. Status - Set the commission as unpaid, paid, or pending.
  5. Username - Select the affiliate to associate this commission with.
  6. Transaction ID - Enter the transaction ID for this commission.
  7. Recur Commission - Select whether to recur this commission again in the future.
  8. Commission Amount - Enter the commission amount.
  9. Commission Level - If there are multiple levels for this product, enter the level you want.
  10. Total Sale Amount - Enter the total sale amount.
  11. Website Referrer - If you want to enter a website URL that referred this commission, enter it here
  12. Ad Tracker - If an affiliate used an ad tracker, and you want to put it here, you can.
  13. Credit Upline - If the program you selected has more than 1 level, you can check this box to credit any upline members this affiliate has.
  14. Custom Extra Fields - You have up to 5 fields to add miscellaneous data to.
  15. Commission Notes - Enter any miscellaneous notes you may want with this commission.

Affiliate and Commission Groups

You can also assign your affiliates to specific affiliate groups for better management and emailing.  

Affiliate Groups are used to help segment your affiliate members for mass emailing, group commissions, and exclusive access to downloadable files.  

Here are a few examples of what to use affiliate groups for:

  1. If you want to be able to email affiliates that are assigned to the "Top Performers" group, you can assign these affiliates to this group, and you can send an email just to that group.
  2. You want a certain number of affiliates to have a different set of commissions payouts per level, than the default members of a particular program.
  3. You want to provide downloadable files to specific groups of members only.

Creating Affiliate Groups

To create affiliate groups, go to Settings > Affiliate Settings > Add Group.

  1. Affiliate Group Name - the name of your group
  2. Commission Per Level - If you want to use group commissions, enter the amounts here
  3. Affiliate Group Description - Enter a description for this group.  This is shown when affiliate members upgrade from one group to another.

Assigning To Groups

To assign affiliates to certain groups, follow these steps:

  1. Go to Affiliates > Edit / Delete Affiliates 
  2. Select which affiliates you want to put in the group by checking the checkbox on the right of the affiliate
  3. Scroll down to the bottom and select the Assign To GROUP option on the drop down box and click Go
  4. The selected affiliates will automatically be added to the selected group.

Viewing Group Members

To view group members, select the View By Group drop down menu near the bottom of Affiliates > Edit / Delete Affilates

 

 

Automatic Refund Module(ARM)

JAM includes an Automatic Refund Module that can be integrated into your shopping cart to automatically update the commissions in your JAM database. This script can be included into your refund payment process, similar to the sale.php file when generating commissions.

ARM Features and Benefits:

  1. The Automatic Refund Module can automatically refund any affiliate commissions made if you have refunded a sale from one of your customers.

  2. If you already paid the affiliate, the Automatic Refund Module will debit their affiliate account for the commission amount you paid, and will be deducted on their next affiliate pay schedule. 

  3. If you haven't paid out the commission yet and it exists in the database, you can automatically do 1 of 3 things:

    - Delete the existing commission and send an email alert
    - Set the commission to pending and send and email alert
    - Email the Administrator only

  4. Using JAM-ARM will help you especially if you have a good number of returns or chargebacks and don't want to have to hunt through the commission table just to refund the commission associated with that refund / chargeback.

Automatic Refund Module Integration with Paypal or StormPay

JAM is already setup to automatically process your Paypal or StormPay refunds in conjunction with any affiliate commissions you may have with that payment.  This works great if you want to be able to automatically refund any commissions generated from Paypal or StormPay sales that you refunded.

To setup the Automatic Refund Module for Paypal or StormPay Payments, follow these steps:

  1. Login to your JAM Admin Panel

  2. Click on Settings > Payment Settings, and scroll down to the Automatic Refund Module section.

  3. Select Enable for the Enable Automatic Refund Module option

  4. Enter the secret word for processing refunds.  This adds a layer of security when processing refunds. This can only be letters or numbers.

  5. Select how you want to process pending or unpaid refunds.  The setting Refund Status for Pending or Unpaid Commissions has 3 options:

    -
    Delete and Alert - This will delete any pending or unpaid commissions affiliated with the Paypal Transaction ID.

    - Set to Pending and Alert
    - This will set the commission back to pending status if its status is unpaid.

    -
    Email Alert Only - This will only alert you if a Paypal Commission has been refunded.  No action will be taken on the affiliate commissions.

  6. Click Edit Settings.

  7. Now open up the file /plugins/paymetns/plugin_paypal_payments.php in your affiliates directory. For StormPay, open the /plugins/payments/stormpay/plugin_stormpay_payments.php file.

  8. Scroll down the file to the following code, and update the line with your secret word:
     

  9.  

    //-----------------------------------------------------//

    // ENABLE SECRET VARIABLE FOR AUTOMATIC REFUND MODULE  //

    //-----------------------------------------------------//

    // If you want to enable the Automatic Refund Module,  //

    // just uncomment and change the secret variable below //

    //-----------------------------------------------------//

    //$secret = "secret";

     


  10. Save the file.

  11. Now, run a test transaction that will generate a commission.

  12. Once the commission has been generated, refund it via your Paypal or StormPay Account.

  13. Once the Paypal or StormPay payment has been refunded, check your primary administrator's email for the refund alert as well as the corresponding commission in the JAM system.

 Custom Automatic Refund Module Integration

*This option requires some advanced skills in php and website configurations. If you are not familiar with php, please do not try this, or consult your system administrator for help. We also offer services for custom configuration, so please contact us for pricing and availability.

To integrate the Automatic Refund Module, it must meet the following requirements:

  1. You must be using unique transaction IDs for payments.  This is usually the norm for most payment processors.

  2. You must know how refunds are created in your shopping cart or payment system.

  3. You must be able to pass the Transaction ID variable and the Transaction ID variable must always be unique.

  4. The refund.php file must be able to read the Transaction ID variable. For example, through a $_GET or $_POST variable.

To setup the Automatic Refund Module, follow these steps:

  1. Login to your JAM Admin Panel

  2. Click on Settings > Payment Settings, and scroll down to the Automatic Refund Module section.

  3. Select Enable for the Enable Automatic Refund Module option

  4. Enter the secret word for processing refunds.  This adds a layer of security when processing refunds. This can only be letters or numbers. 

  5. Select how you want to process pending or unpaid refunds.  The setting Refund Status for Pending or Unpaid Commissions has 3 options:

    -
    Delete and Alert - This will delete any pending or unpaid commissions affiliated with the Paypal Transaction ID.

    - Set to Pending and Alert
    - This will set the commission back to pending status if its status is unpaid.

    -
    Email Alert Only - This will only alert you if a Paypal Commission has been refunded.  No action will be taken on the affiliate commissions.
     

  6. Click Edit Settings, then go back to Settings > Payment Settings to get the integration code.

  7. Scroll back down to the Automatic Refund Module section, and you should now have the integraton code setup.

  8. Copy the integration code.  Make sure to change the TRANSACTION_ID_VARIABLE_OF_REFUND to the transaction ID variable used by your ecommerce application or shopping cart.

  9. Make sure to change the path to refund.php to point properly to your affiliates directory.

  10. Now open up your shopping cart / payment processor's script that does the payment refunds.

  11. Include the integration code into your payment refund script.

You can also redirect your refunds via a URL, so if you can point to the refund.php file with the Transaction ID as a $_GET variable, you can process the refund via an HTTP GET request, similar to browsing a website.  

For example: http://www.yourdomain.com/refund.php?transaction_id=12345789&secret=yoursecretcode.

To do this you must set the TRANSACTION_ID_VARIABLE_OF_REFUND to the $_GET variable that you are passing, which should be set to the transaction ID, like this:

$transaction_id = $_GET['transaction_id_variable'];

$secret = $_GET['secret'];

If you'd like some help on integration, please make sure to visit our Customer Forums at http;//forums.jrox.com

Deleting Commissions

To view your existing commissions, click on the Commissions drop-down menu and select Edit / Delete Commissions

To delete a commission, click on the Delete icon to delete the commission.

*Please remember that deleting a commission that has been paid does not automatically update the amount paid for the affiliate that generated that commission.

Exporting Data

The Data Export function allows you export data directly from your JAM database. You can export Affiliates, Commissions and Events.

Export Formats can be: Tab Separated, Comma Separated, or Excel-Format.

Data Export can be run by clicking Settings>Data Export.

To generate the export, click on Export Data once you've chosen your export options.

How to Change the Default Currency for Paypal Payments

If you want to change the default currency used when paying affiliates for Paypal, you can change it by opening up the /includes/config.php file, and editing this line:

define("PAYPAL_CURRENCY_CODE", "USD");

Managing Refunds and Chargebacks

JAM allows you to manage refunds and chargebacks as well.  For instance, if one of your customers requests a refund from you, but you already paid your affiliate the commission, you can refund that commission in JAM. 

Refunding a Commission

To refund a commission that has already been paid, just click on the Refund Commission button when editing commissions and it will mark that commission as refunded. It will also create a new commission that will deduct the commission amount from future payments to the affiliate. This new commission will be in a negative amount.

Setting Up the Automatic Refund Module (ARM)

The Automatic Refund Module allows you to integrate your System Refund Process with JAM. To set up the Auto Refund feature, click here

Paying Affiliate Commissions

The Pay Affiliates function is used to record payments to your affiliates.

Once an affiliate has reached the minimum required balance set in Settings > Payment Settings, they will automatically appear in the Pay Affiliates section.

There are several options for paying affiliates, depending on your chosen payment options. Here are some examples:

  1. Print Payment Invoices

  2. Pay via Paypal Email Address

  3. Pay via Paypal Mass Payment option

Print Payment Invoices

You can print out payment invoices for each of your affiliates if you want.  This can be used to accompany the check payment you will be sending to them.

Customizing Payment Invoices

You can customize the payment invoice template by opening and editing the following file to suit your needs:

admin/includes/html/themes/templates/forms/form_admin_pay_affiliates_invoice.php

Pay via Paypal Email Address

You can pay your affiliate directly if they have a paypal email address set.  By clicking the Paypal icon in the list, you can send a Paypal payment directly.

Pay via Paypal Mass Payment

If you have a number of paypal payments to make, you can use the Paypal Mass Payment option to upload payments to Paypal using a tab-delimited file.  To generate this file, check all of the Paypal users you have on the list and select Paypal Mass Payment on the drop-down menu near the bottom of the list.  

When you generate the Paypal Mass Payment file, you will download a tab-delimited file which you can then upload directly to Paypal to pay your affiliates quickly.

*Other Mass Payment options are available, such as SafePay, AlertPay, and Moneybookers Mass Payment Files.

 How to Pay Affiliates

JAM has a specific method in paying affiliates.  Follow these steps to properly pay affiliate members their commissions.

  1. Login to JAM and click on Edit / Delete Commissions.

  2. If you have any Pending commissions, review them first and make sure they are all valid.  If they're all good to go, scroll down to the bottom of the screen, and select Unpaid in the Mark Checked As drop down menu. Select the checkbox for all those commissions you want to update.

  3. If you have the Alert Affiliate on Commission Generated option set in Settings > Affiliate Settings, an email will be sent to each affiliate notifying them of the commission.

  4. Before you pay affiliates, you now will have to set any commissions that are not yet approved to Approved status. Those that are still not approved are marked with the following icon:  All approved commissions will be marked with this icon:

  5. Select all the commissions you want to approve for payment in the Edit / Delete Commissions page.

  6. Once you have approved commissions, you now can proceed to the Affiliates > Pay Affiliates section to generate invoices or download the  Mass Payment file.  You can also pay affiliates manually using direct payment option or creating an invoice for printing here.

  7. Once you've finished paying affiliates, in the Pay Affiliates screen, scroll down to the bottom to the Mark Checked For drop down menu and select the method you have paid affiliates with.  From there, check all the affiliates you have paid in the right hand side checkboxes and click Go.

  8. You have now recorded successful payments for your affiliate members.

  9. You can view all Payment History by clicking on the Payment History link in Commissions > Payment History.

Searching for Commissions

The Search Commissions function allows you to search your Affiliate Commissions based on two sets of criteria, Status and Term.

Search Commissions by Date and by Status

Just enter the Start Date for when commissions were generated and the End date.  Select what commission status you want to search for:  All, Pending, Unpaid, Or Paid.