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Affiliating

Enhancement

Fueling Revenues
with Affiliate
Programs Through
a Secure Portal

Vision Document
Contents
Introduction 5
The Global Market 6
Merchants 6
Publishers 6
End users/customers 6
Reason to Have a Affiliate Portal 6
Small Role of Affiliates in the Business Process 6
Why Not Managing Affiliates with CRM? 7
Security and Safety Concern 7
Problems Transformed to Solutions With Affiliate Portal 8
General Problems That Organization Face: 9
Fraud Clicks 9
Building Trust 9
Sign-up fees 9
Disputed payments 9
Broken offers and Voucher Codes 9
Unique codes 9
Poor matches 10
Solution That Portal Renders 10
Fraud 10
Trust 10
Sign-up fees 10
Late and Disputed Payments 10
Broken offers and Voucher Codes 10
Unique codes 10
Smart matches 11

Vision Document Partner Portal 3


Core Features of Affiliate Marketing That a Portal Checks 11
Performance Marketing 12
Affiliate Marketing 12
Affiliate Networks (Cost Per Action Networks) 12
WebMaster, Publisher, Advert 12
Advertiser 12
Tracking 12
Fraud 13
Shave 13
Lead 13
Offer 13
How Advertisers Currently Use Data 14
Pre-sale 15
User Profiling 15
Geo Targeting 15
Personalization 15
ISP 16
Prospecting & Pre-Targeting 16
Post Sale 16
Understanding Data Path 16
Product Level Data 17
Affiliate Data Futures 18
Consumer insights 18
Objective of The Affiliate Portal 19

Vision Document Affiliate Portal 4


Fueling Revenues with Affiliate
Programs Through a Secure Portal
Everyone is familiar with services such as Uber and Booking.com, but few people are aware that they
are affiliate programs. An affiliate program is a marketing environment, where an affiliate mediator
is involved in driving a promotional campaign while an advertiser pays for the end results.

Any advertiser can create their own affiliate program. They can create it independently or by using
existing affiliate channel programs. In the latter case, the advertiser is subject to the affiliate's costs,
along with that, it also needs them to to cope up with potential fraudulent actions on the part of affili-
ates.

Moreover, the affiliates lack trust in the advertiser, as they find it difficult put their trust it will not
results in being concealed or tampered with. Such shortcomings can be eliminated with the estab-
lishment of an affiliate network that can manage all roles of both publisher as well as the parent
website. An affiliate portal is the perfect solution for both as it combines the benefits of both, mer-
chants as well as affiliate.

It helps an advertiser to easily create an affiliate offers and turn them into profits through affiliate
advertising campaigns. This will be stored in distributed registries of the portal at enterprise end and
would be released the affiliates.

These rewards can be paid through smart payment gateways that guarantees security with policy
honesty and transparency for the productive engagement affiliates generates. It works as a smart
anti-fraud system developed to bring more transparency and efficiency in the affiliate program. It
will also prevent the affiliates to engage in fraudulent activities with an independent, decentralized
system that will be manage everything from both the ends.

Vision Document Affiliate Portal 5


The Global Market

End Users/Customers Merchants Publishers


These are the buyers and visitor These are Parent Website, These are businesses, websites
who visits the merchant website which have their products or and individuals that publish
through the affiliate. They make services to sell. Using an Affiliate products and services of some
purchase on these websites Portal, Merchants will be able to other companies. Affiliate Portal
and generate the sales for market their offerings and will use advance CRM features to
merchants. services through a affiliate or a match Publishers with Mer-
network of affiliates. chants.

Reason to Have a Affiliate Portal


Small Role of Affiliates in the Business Affiliate programs are more specific towards
Process products and centred around the commission
generation.
Affiliates program might be having less roles and
Thus, they require less features and more snip-
scope of features but it has a broad criticality that
pets. But managing these features is a tough task
stands out to be outmatched with an important
as the data they process is critical and possess
feature. The portal can help the organizations to
numerous complexities. It is also difficult to go
build a dynamic solution that will help them to
manage all these information sharing and han-
streamline their engagement with their affiliates.
dling with emails.

Vision Document Affiliate Portal 6


Why No to Managing Affiliates with With more number of users in you CRM, ERP of any
CRM? other business software, system also becomes
insecure and unsafe. Affiliates have very limited
It is also a bad practice to manage all your affili-
role the parent organizations and it often hap-
ates and communicate with them via CRM. As
pens that they pay less attention to the user
your CRM is already managing all the employees
manuals, training programs and other guidelines
and other important business officials, adding
related to your tool. It makes them handy with
more users will loaden it up with more users.
your critically important business software. Such
Inclusion of affiliates will also make your CRM
handyness of business management tool to
messed up with such additional information
mass number of affiliates creates threat to the
overload that your affiliate program possesses.
system, which can result in losing or misplacing
crucial business data. Their carelessness in man-
Another issue with this is the addition of extra cost
aging your business processing software can
with your CRM licencing. As the major CRMs are
also cause system errors.
paid and accessible with user licence, which is
necessary for every CRM user. So, when you
include affiliates as CRM user, there would be
requirement for more licences. And this will
increase the operational cost for the organiza-
tion.

Security and Safety Concern

The quantum amount of affiliate is quite high in


numbers. When an organization manages all
these affiliates through a CRM, ERP or with any
other business software, the flow of information
from a mass users loads your business software.
It messes up the information sharing base espe-
cially when they work without a role specified
accessible. In such an environment, the informa-
tion also becomes difficult to arrange and sort,
resulting into a messed up data loop.

Vision Document Affiliate Portal 7


Problems

Transformed to Solutions

With Affiliate Portal


General Problems That Organization
Face.
An affiliate program has a critical process to deal in context with publishing links of numerous prod-
ucts with a unique id that is trackable. In this process, there are certain points, where it is necessary to
store and share information. Sharing this information becomes difficult for both organizations as well
as affiliates. Hence, it often creates miscommunication between both. Some of these issues are as
follows:

Fraud Clicks Disputed Payments


Bot and spam programs also generates clicks As affiliate marketing has a complex process and
and creates bogus traffic. Both partners and require a transparency with precision. With an
merchants have to keep track of such clicks ordinary and messed up system, it becomes diffi-
through daily, weekly and monthly reports. Man- cult to track record of every single link. Such
aging these reports in daily monthly reports is a system often misses out links and clicks lead
tough task and also end up with confusing report. them to have disputes. Affiliate have issues with
Merchants in such cases as they do not pay them
Building Trust
leads, which miss out from their system.
Studies says that industry is suffering from affili-
ate mistrust as almost every one out of four traffic Broken Offers and Voucher Codes
redirection is fake. An affiliate must trust that after It is big problem for affiliates and especially for
they redirect the traffic to the parent website and websites that offer coupons and vouchers. As
it successfully accomplishes a visit, it will result in most of the offers codes, vouchers and coupons
them receiving the payment. affiliates redirect, are broken links or expired
offers. This happens due to lack of a streamlined
Sign-up Fees
system between affiliates and parent website.
Both Merchants and Publishers have to spend
thousands of dollars for sign ups in the CRM or ERP Unique Codes
software to manage their business roles. This cost Another problem that enterprises face is gener-
further increases when there comes a recurring ating unique codes for the affiliates. It also cre-
monthly fee. This is one of the reasons that restrict ates a need for them to check that they do not
small to medium enterprises to and dissuade provide same link to multiple affiliates. Affiliates
them to stay away from affiliate marketing as also have to cross check the links codes and
they cannot afford to incur expense more than proper way of reusing these links.
their earning.

Vision Document Affiliate Portal 9


Poor Matches
Publishers drive traffic and leads for the merchants that are of less use and renders less productivity. To
maintain a performance analytics record of affiliates, merchants need such data of theri productivity.
Generally normal accounting softwares fail to provide such reports.

Solution That Portal Renders


Fraud Late and Disputed Payments
Using an affiliate portal, there can be a track of A portal tracks and maintains information in real
each and every single click. The portal will store all time. It enables the enterprises to add credits to
the data and share it with both publisher as well their affiliates, which can be encashed by fund
merchant. This way, both can track and see which transfer whenever affiliates wish to withdraw
user was redirected, which reached them and them. Portal works on an automated process,
what purchase they did. which eradicates the payment disputes. Payment
history and confirmation reports also keep the
Trust system confusion-proof.
A portal saves all the data and make it visible to
affiliates. It also bring utmost efficiency in the Broken Offers and Voucher Codes
system, which help them to gain trust. With this, An affiliate has the ability to send alerts and noti-
they would be able to track in real time, where a fication to the affiliates for their latest offers and
successful task completion triggers the system to notifications for removing the older ones that has
execute credit in their account and release funds expired. Affiliate portal can also automatically
with intervention of any middle man. remove outdated offre codes and coupons from
the affiliate dashboard. It will also disregard leads
Sign-up Fees for discarded offers and would not count com-
Affiliate Portal will work on single license and mission for them.
comes with a one time fee or monthly recurring
fee, which includes single licensing cost and does Unique Codes
not ask for separate license per user. This takes Affiliate portal will automatically generate the
down the barrier for entry of small to medium unique codes in the system and assign them to
enterprises. This creates a collaborative environ- affiliates. It will track these link and will also verify
ment where more businesses engage with each that every affiliate is using different codes. The
other. portal eliminates the cyclic usage of same link
and will reward affiliates only on the codes that
are issued to them.

Vision Document Affiliate Portal 10


Smart Matches
Based on high end CRM technologies,
affiliates portal generates analytics
reports that are useful for affiliates. It will
generate useful recommendations for
both Publishers and Merchants. Such en-
gagements will also better their relation-
ships and drive higher ROI.

Core Features of Affiliate


Marketing That a Portal
Checks

Vision Document Affiliate Portal 11


Performance Marketing WebMaster, Publisher, Advert
It is a marketing industry, whose goal is to A professional marketer or a group of
achieve concrete, measurable results. Its marketers within a single account in an
distinctive feature is the ability at all affiliate network) who advertises the
stages to see a specific, quantitative indi- product or service for advertisers and
cator that reflects the outcome of each receives a cash reward for the target
individual marketing activity (e.g., site visi- action of the client.
tor cost, application cost, call cost, order
Advertiser
cost, and end cost of attracting the cus-
In this context, Advertiser is the one who
tomer who has carried out the target ac-
incentivizes affiliates to engage custom-
tivity).
ers by creating offers and paying the
Affiliate Marketing affiliates (often through affiliate net-
It is an internet marketing industry that works) for targeted customer actions that
works on the basis of a payment model match the conditions of the offer. Often,
for affiliates (web-masters) for each tar- advertisers describe possible ways of
geted action by their customers (order, attracting customers by providing mate-
purchase, install, etc.). Advertisers often rials, ready-made templates, scripts, and
do not work directly, but through affiliate so on.
networks (CPA Networks).
Tracking
Affiliate Networks Tracking of many different campaign
(Cost Per Action Networks) metrics in the affiliate marketing process.
Services in the sector of affiliate market- For example - time, source, or number of
ing, offering affiliates remuneration on target activities.
the basis of the CPA model and providing
advertisers services necessary for the
establishment of affiliate programs. Affili-
ate networks charge advertisers for cus-
tomer actions, pay commissions to affili-
ates and charge commissions for the ser-
vice.

Vision Document Affiliate Portal 12


Fraud
In terms of affiliate marketing, different
ways of deceiving the affiliate advertisers
and their network, in order to obtain a
monetary reward. Varieties of fraud may
be: Emulation of target actions, spoofing
the source of introduced clients (cook-
ie-stuffing), deceiving customers by Fraud
using misleading ads to increase the like-
lihood of target action (for example, by Shave
using a significantly lower price than the
offer of the advertiser) and others. Lead
Shave
Offer
A deception of the affiliate network or the
advertiser by an affiliate, which down-
plays the performance of an advertising
campaign in order to pay less.

Lead
It is a target based action program that
intend to generate a response from the
towards an ad campaign. It drives traffic
in form of registrations, application
installations, calls, sales, orders etc.

Offer
It is an advertising proposal that attracts
the targeted activities from advertisers
along with other affiliate networks.

Vision Document Affiliate Portal 13


How Advertisers
Currently Use Data
Tracking data and using data are two very different things. The
customer journey is not simple and ensuring that brand en-
gagement is created along all touch points – including post
purchase (how valuable was the final customer) – is key to any
marketing campaign.

Awareness to Post-Purchase Data Cycle


Looking more closely to the system we can examine the different
types of data that are useful for each stage of the customer
journey in more detail.

14
Pre Sale
A key stage in the customer journey is initial brand awareness - first impressions count
and are proven to lead to conversion.

The affiliate channel uses data in a number of ways to maximise the efficiency of brand
awareness. The main way is through the abilities of various tracking solutions to analyse
the customer journey from first click to final conversion. In addition various partners can
target users according to the demographics. More examples are detailed below. It’s this
stage in the journey where affiliate data delivers back high value to other marketing
channels by providing sales data to add to the fully integrated marketing programmes.

User Profiling
A few attributes that you must go through before adding any affiliate are:

Geo Targeting
Delivery infrastructure, physical store locations or propensity to purchase based on
geographic demographic; the ability to pinpoint a customer’s location at home
and at work are core drivers for the majority of advertisers.

This could be using data to target a specific location. For instance, take a retailer
which has a low physical presence in a large city centre. Online is key to acquiring
a new, affluent customer base. Or for an advertiser with a limited delivery infra-
structure – it may be more cost effective to deliver customers direct to a store in a
particular location. Affiliate data is ideal to use to isolate both objectives.

Personalization
Customer profiling is a key attribute to successful campaign management. What
sets affiliate data apart from other forms of online advertising data is that the final
conversion factor is based on actual and not modelled sales data. This is unique to
affiliate acquired data and contextualises the range of other behavioural analytics
in a completely fresh framework whether producing single customer views or ag-
gregating years’ worth of consumer data.

Vision Document Affiliate Portal 15


This is data collected by publishers and advertisers and can drive highly accurate
targeting – eg insurance products for women or display advertising retargeting at
customers who have viewed, but not purchased a specific product. This form of ac-
curate targeting is more likely to result in a conversion, thus improving an advertis-
er’s ROI.

ISP
If specific IP ranges are known to apply to specific broadband suppliers, for exam-
ple, it’s possible to build targeted marketing campaigns to just certain broadband
users. This is ideal for the Telecoms and media markets.

Prospecting & Pre-Targeting


As customers connect with brands, the ability to capture their information and
engage with them is key.
For example, when a new product is due to be launched, there’s often a stage
where targeted customers are given the opportunity to place a pre-order. This
early adopter approach – typical in the telecoms, media and publishing industries
– gives marketers advantages in what are often highly competitive market places.

Post Sale
Understanding Data Path
The ability to understand the data path your customer took to purchase is complex.
There are wide variety of options is available across the channel. The key is being able
to apply equal as well as quantifiable analysis techniques to be able to interpret the
data in unique ways to make a specific advertiser’s campaign more competitive and
profitable.

This requires advertisers and agencies to draw on the expertise of all channels through
networks, tracking platforms and publishers if they’re to understand optimisation for
future campaigns. This means in many cases – establishing new communications
channels between suppliers and in-house.

Vision Document Affiliate Portal 16


Product Level Data
Most affiliate networks can supply advertisers with product level data for their cam-
paigns. This not only allows advertisers to reward publishers with specific commissions
for different items in the basket, but also gives advertisers useful sales data insights. For
some marketers, this kind of evidence can unlock additional funding through internal
budgets or supplier funding, and so open up more integrated campaign development.

Customers

Website

Contact Module CRM Website User

Merchants Publishers

Authenticate Portal Sign Up Authenticate


User User

Verified User

If User is If User is
Portal login
Merchant Publisher

Manage Account Profile


Manage Publishers Account, Settings, Payments, History
Profile Settings, Payments, Reports
History, Reports

Manage Approval/
Rejection of publisher
If merchants accept Send Request to merchants
Yes
request

Manage Deals and Offers of


publisher

No Manage store and Products

Provide Live Support to


publishers
Revise and Resend request
Affiliate Data Futures
Affiliate data is constantly evolving as more of it is integrated across the value chain. A
brief review of some ways that publishers and advertisers are developing their strate-
gies to make the most efficient use of affiliate data exposes significant opportunities for
now and in the future.
These are specific examples of innovative ways in which affiliate data is being used col-
laboratively to drive advertisers’ marketing plans forward and improve customer/brand
interaction. Most of these innovations are not yet standard but demonstrate the impor-
tance of integrated thinking, planning and execution when maximising online perfor-
mance spend.

Consumer Insights
Publishers have a unique insight to your customers – much like shop owners have
across physical footfall. Many publishers have been collecting data from their cam-
paigns with advertisers for over 15 years and have amassed a significant amount of
insight into consumer behaviour over that time. Top-tier publishers provide additional
insight into an advertiser’s through purchase activity across multiple brands.

Publishers such as cashback, voucher code, comparison or closed-user-group models


such as loyalty and ‘club’ models possess unique consumer data, spending habits,
income, brand preference, demographic and more. These publishers are expert in
compiling this data into actionable insights.

For instance, portal segments its database of 4 million members by demographic, pur-
chase behaviour and channel engagement to enable the right message to be dis-
played at the right time. This segmentation across channels (online, mobile and
in-store), has already demonstrated that members targeted this way spend and trans-
act on average 3x more than a single channel message.

Vision Document Affiliate Portal 18


Objective of The Affiliate Portal
1. Create an affiliate network that subscription costs are unreasonably high.
supports the advanced Pay Per Small businesses are forced to find alter-
Action model native marketing strategies, but this need
Our highest priority is to offer Merchants
not be the case. The Partner platform will
and Publishers complete confidence in
be able to assist small businesses in
Affiliate Marketing schemes. By creating
achieving their marketing goals by signifi-
an environment in which trust is not
cantly lowering the barrier to entry.
required, Merchants will rest in the knowl-
edge that they only pay for the comple- 4. Increase network wide ROI by
tion of clearly defined end user tasks, and intelligently pairing Merchants
with Publishers
Publishers will rest knowing they will be
By building a self-learning AI capable of
paid for their efforts.
providing recommendations, we aim to
2. Eliminate fraudulent Affiliate increase ROI for all customers on the net-
Marketing activity work. Pairing Merchants with Publishers
The industry is plagued with issues and achieving consistently high success
around trust, disputes and fraud. By using rates is difficult, especially when left to
Smart Contracts on the Blockchain and humans. However, with such vast
moving away from the Pay Per Click amounts of historical data we can anal-
model this will be effectively eliminated, yse trends to determine what works and
creating better relationships between what does not. By using modern machine
Merchants and Publishers. This relation- learning techniques we can provide rec-
ship is critical as in most affiliate pro- ommendations to Merchants and Pub-
grams less than 10% of affiliates drive 90% lishers, resulting in higher rates of suc-
of traffic and conversions. cessfully completed end user tasks, ulti-
mately generating more revenue all
3. Remove the high barriers to entry for
small businesses round.
Running Affiliate Marketing campaigns for
small businesses is often not financially
viable because entry fees and monthly
Vision Document Affiliate Portal 19
5. Decrease end user frustration by 6. Support exclusive offers and
purging inactive Voucher Codes Voucher Codes

Many Voucher Codes on the web are Current systems make it impossible to
inactive and do not work, either because assign Voucher Codes to a Publisher
they have expired or were never activat- exclusively. This is often attempted but
ed. An invalid Voucher Code is a source of breaks down because the Voucher Code
immense frustration for the end user and is essentially public information and can
has a negative impact on their E-com- be used by other Publishers. With Smart
merce experience. Using our plugins for Contracts and Blockchain technology we
3rd party platforms, Merchants can can ensure the correct Publisher receives
import their Voucher Codes directly into the reward even when exclusive Voucher
the Affiliate portal dashboard and have Codes are used.
them stored on the Blockchain, ready for
7. Utilise Affiliate Marketing in new and
distribution to Publishers. Should a Vouch- emerging technology
er Code expire or be altered this will invali-
date the Smart Contract, be removed With a steady increase in people access-

from the platform and the feeds across ing the internet through smart devices,

the network updated. As a result there will wearables, virtual/ augmented reality

be no invalid Voucher Codes anywhere and the IoT, there is a gap in the market

within our network. for Affiliate Marketing that we will look to


occupy. Our goal is to stay one step
ahead of the industry and offer unique
ways to use Affiliate Marketing with
emerging technologies and sectors.1

Vision Document Affiliate Portal 20


Engage
Add Value to Your
Affliates Program
Through CRMJetty Portal.

Smarter. CRMJetty is a business intelligence solution


provider for corporates across all the indus-
tries. We specialize in CRM applications with
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