Store Set-up

Dashboard

When you login, you will be linked to your Dashboard. Your Dashboard has numerous tabs on the left for:

  • Promotions
  • My Influencers
  • URL Shortener
  • Coupons
  • Teams
  • Talent Manager
  • Tracking
  • Reports
  • Settings

Store Set-up

You’re ready to get started.

    1. Dashboard: When you login, you will be linked to your Dashboard. Your Dashboard has numerous tabs on the left for:
      • Promotions
      • My Influencers
      • URL Shortener
      • Coupons
      • Teams
      • Talent Manager
      • Tracking
      • Reports
      • Settings

        Dashboard

    2. Settings: Go to Setting at the bottom of your Dashboard list of options.
      • My Shopify Stores – Set up your Stores. Your Shopify shop information will auto-populate on the right side in “My Shopify Store” section.
      • Add your Domain Names in the left side panel.

        Set up Store and Domains

      • Set up your profile and social media accounts.

        Set up Profile

Affiliate / Influencer Set-up.

    1. Click on “My Influencers” and then “Invite Influencers”.

      My Influencers

      • The standard invitation email is: We to invite you to take part in our sponsorship program! We’re using SharePT which will give you a list of our current promotions and benefits.Create Affiliates Invitation Code in the upper left hand panel. Copy your unique Invitation Code.Use promotional link: [INSERT YOUR INVITATION CODE] to register for this invite only opportunity, do not hand this code out as it’s a one-time use / one time registration meant only for you.
      • Modify your invitation email with your signature and any other information you’d like to include.

        Invite Influencer with Unique Code

    2. Approve your affiliate / influencers by clicking on “New / Unapproved Influencers”. View your affiliate / influencers by clicking “Influencer List”.

      Approve Unapproved Influencers

    3. URL Shortener: You can use the URL Shortener to create unique short links.

Create Coupon Codes

  1. Click on “Coupons” in the Dashboard panel and view all of your Coupons.
  2. Create a new Coupon by creating a “Coupon Name”, assigning a “Discount Percentage”, insert “Coupon Details / Description”, and “Select Influencer to assign” the Coupon Code to. Click “Add”.

    Create and Assign Coupon Codes

Create and Track Promotions

  1. Click on “Promotions” then:
    • Click on “Add New”
    • Add Promotion Title
    • Upload any files you would like to use
    • Add Promotion Text
    • Add Landing Page URL
    • Select the Reward Type:
      • Per Click
      • Per Action or
      • Per Sale.
    • Insert the Reward, the Unit (Points or Cash) and the Target.

      Create New Promotion

  2. My Promotion: For each promotion, you can view stats by clicking “Promotions” then “My Promotions”. Click the “Stat” link on the far right side of each Promotion to view Traffic Statistics, Traffic Location and Traffic Source. You can also edit your Promotions as well.

    Review and Edit Promotions

Reports

To analyze results and calculate commissions, click “Reports” in the Dashboard and then click “Influencers Commission – Analyze. Sort by month or custom date. Export to CSV, convert to PDF or Print.

Influencer Reports

Create Teams to Track Influencers

If you have Teams with individual affiliates / influencers that you want to track in a group. Click on “Teams” to create a Team and assign affiliates / influencers to track as a group.

Assign Edit and Delete Teams

Create Managers and Assign Influencers

If you have Teams with individual affiliates / influencers that you want to track in a group. Click on “Teams” to create a Team and assign affiliates / influencers to track as a group.

Assign Edit Delete Managers

Tracking.

To track each order, click the “Tracking” link in the Dashboard. If the page is blank, click the black circle in the upper right hand corner to expand.

Tracking