Affiliate Manual
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TABLE OF CONTENTS
Chapter 1 – Introduction
Page ……………………………………………….. 4
1.1. Using this guide …………………………………….……………. 1.2. Overview …………………………………….……………………. 1.3. Features …………………………………….…………………….
Chapter 2 – Home
4 4 4
………………………………….………………………
5
2.1. Overview …………………………………….……………………. 2.2. Modify account …………………………………….…………….
5 5 5 5 7 7 7 8 9
2.2.1. System requirements ………………………………….. 2.2.2. Logging in ………………………………………………….. 2.2.3. Forgot Password ………………………………………….. 2.2.4. Logging out ……………………………….………………… 2.2.5. Password modification ………………………………….. 2.3. Payment method ………………………………………………….. 2.4. Payment history …………………………………….…………….
Chapter 3 – Management
………………………………………….. 10
3.1. Catalogs 3.2. 3.3.
3.4.
3.5.
…………………………………….…….……………… 3.1.1. Overview ………………………………………………….. 3.1.2. Searching for a catalog ………………………………….. Categories ………………………………………………………….. 3.2.1. Overview ………………………………………………….. 3.2.2. Searching for a category ………………………………….. Coupons …………………………………….……………………. 3.3.1. Overview ………………………………………………….. 3.3.2. Searching a coupon ………………………………………….. 3.3.3. Adding a new coupon ………………………………….. 3.3.4. Applying coupons to orders………………………………….. Discounts …………………………………….……………………. 3.4.1. Overview ………………………………………………….. 3.4.2. Searching a discount ………………………………….. 3.4.3. Adding a new discount ………………………………….. Banners …………………………………….……………………. 3.5.1. Overview …………………………………….……………. 3.5.2. Searching a banner …………………………………….. 3.5.3. Adding a new banner …………………………………..
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10 10 10 10 10 11 11 11 11 11 12 13 13 13 13 14 14 15 15
Page 3.6. Referrals …………………………………….……………………. 15 3.6.1. Overview …………………………………….……………. 15 3.6.2. Searching for referrals ………………………………….. 15 3.7. Subscribers …………………………………….……………………. 16 3.7.1. Overview …………………………………….……………. 16 3.7.2. Searching for subscribers ………………………………….. 16
Chapter 4 – Tickets
……………………………………….…………. 17
4.1. Tickets
……………………………….…………………………. 4.1.1. Overview …………………………………….……………. 4.1.2. Searching for tickets ………………………………….. 4.1.3. Answering tickets addressed to owner or webmaster…….. 4.1.4. Contact us using the tickets system …………………..
Chapter 5 – Stores
…………………………………….……………………. 19
5.1. Stores
…………………………………….……………………. 5.1.1. Overview ………………………………………………….. 5.1.2. Searching stores ………………………………………….. 5.1.3. Adding a new store ……………………………..…………… 5.1.4. Changing store settings ………………………………….. 5.2. Stores statistics ………………………………………………….. 5.2.1. Overview ………………………………………………….. 5.2.2. Searching store statistics ………………………………….. 5.3. Shipping options ………………………………………………….. 5.3.1. Overview ………………………………………………….. 5.3.2. Searching for shipping options ……………….…………. 5.3.3. Changing the shipping options ……………….…………. 5.4. Templates …………………………………….…….……………… 5.4.1. Overview ………………………………………………….. 5.4.2. Searching templates………………………………………….. 5.4.3. Using a template with your store ……………….………….
Chapter 6 – Orders
17 17 17 18 18
19 19 19 19 20 20 20 20 21 21 21 22 22 22 23 23
…………………………………….…….……………… 24
6.1. Orders
…………………………………….……………………. 6.1.1. Overview ………………………………………………….. 6.1.2. Searching orders ………………………………………….. 6.2. Order statistics ………………………………………………….. 6.2.1. Overview ………………………………………………….. 6.2.2. Searching statistics …………………………………………..
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24 24 25 26 26 26
Chapter 7 – Products
Page …………………………………………………. 26
7.1. Products
…………………………………….…….……………… 7.1.1. Overview ………………………………………………….. 7.1.2. Searching available products ……………….…………. 7.2. Product links ………………………………….…….………… 7.2.1. Overview ………………………………………………….. 7.2.2. Displaying product links ………………………………….. 7.3. Prices …………………………………….……………………………. 7.3.1. Overview ………………………………………………….. 7.3.2. Searching prices …………………………….……………. 7.3.3. Setting or changing prices ………………………………….. 7.4. Product statistics ………………………………………………….. 7.4.1. Overview ………………………………………………….. 7.4.2. Displaying statistics …………………………….…………….
Chapter 8 – Campaigns
27 27 27 27 27 28 28 28 29 29 29 29 29
………………………………………………….. 30
8.1. Campaigns …………………………………….……………………. 30 8.1.1. Overview …………………………………….……………. 8.1.2. Adding a new campaign ………………………………….. 8.1.3. Searching campaigns ………………………………….. 8.2. Campaign keys ………………………………………………….. 8.2.1. Overview ………………………………………………….. 8.2.2. Adding a new campaign key ……………….…………. 8.2.3. Searching campaign keys ………………………………….. 8.3. Building your links to include campaign tracking ………..
Chapter 9 – Affiliates
30 31 31 31 32 32 33 33
………………………………………………….. 34
9.1. Affiliates
…………………………………….……………………. 9.1.1. Overview ………………………………………………….. 9.1.2. Searching affiliates ………………………………………….. 9.1.3. Adding a new affiliate ………………………………….. 9.2. Payouts …………………………………….……………………. 9.2.1. Overview ………………………………………………….. 9.2.2. Searching payouts ………………………………………….. 9.2.3. Modify payouts ………………………………………….. 9.2.4. Adding a new payout …………………………………..
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Chapter 1
Introduction 1.1. Using this guide
The chapters in this guide detail the major system functions. Each chapter provides an overview of the functions. These are broken down into simple procedures with steps to be taken. The procedures in this guide often include graphics of windows and dialog boxes encountered in the performance of those actions, providing you with a visual point of reference. Audience. This user’s guide is intended for merchants using the back-office functions within the system. Functionality. This guide may document some features to which you do not have access. Access to such functionality is allotted on a merchant-by-merchant basis. If you have any questions, please contact your account manager. Screen images. For the most part, screen images reflect the current user interface. In some instances, a screen image may be slightly different from the actual application, but in such cases it will be minor and will not affect the accuracy of the document.
1.2. Overview
Welcome to the Back Office System administration interface. This intuitive and versatile interface system makes it very easy to use all functions and capabilities, from managing stores, campaigns, products, etc to running reports on each of these. You simply have to navigate over any of the interface’s panels to find the needed function.
1.3. Features
The Back Office System interface includes many useful and time-saving features. Some of the things that you can do with the back office include:
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•
Generating reports or searching for information by account elements
•
Taking a look at a set of graphics to quickly see what is going on
•
Keeping track of the support (ticketing) subsystem
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Managing the affiliates and referrals chains
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Listing different stores, orders, products or campaigns information
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Over viewing the campaigns created for the stores
Chapter 2
Home 2.1. Overview
The Overview option displays graphically your order statistics by store for a period of time (7 days, 30 days and 90 days).
2.2. Modify account
2.2.1. System requirements. In order to use the Back Office System, you must have the following software installed: •
Internet Explorer version 5.5 or higher or Netscape Navigator 7.0 or higher
•
Your browser must be JavaScript enabled. Consult your browser’s Help for more information.
2.2.2. Logging in. Before logging in to the back office web site, you will have registered with us and received the following identification information: •
User name
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•
Password
To log in to the back office site: 1. Open a Web browser and navigate to http://www.cartadmin.com/ the login page opens.
2. Complete the user name and password fields. Both username and password are case sensitive! 3. Click login. The back office opens.
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Contact technical support if: •
You receive the message “The login and/or password you provided are invalid”, even after verifying that your username and password are entered correctly.
•
You have lost your user name and/or password (technical support creates a new password in the event that the old one is lost).
2.2.3. Forgot password. If you forgot your password and can’t log in, you can click on the “Forgot password” link on the login page and you will be taken to the next page. There, you only need to provide your back office email address, and click ”Send”. You will receive an email containing the password. Thus you will be able to login again. We encourage you to use this feature before contacting technical support.
2.2.4. Logging out. To log out of the back office Web site, click the Log Out link in the Home section. If you are logged in to the site but have been inactive for thirty minutes or more, you must log in again before using the back office.
2.2.5. Password modification. To change your password: 1. Click on the Modify account link, from the Home section. 2. The following screen shows all the account’s information: personal details (name, email and password). You can change the password by simply replacing it with a new one. To save the changes, you simply have to click the “GO” submit button.
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2.3. Payment method
With this feature you can easily set the payment option that best suits your needs by selecting one payment option from the Payment Type drop-down menu. The available payment options are: •
• • •
ATM card – this is the fastest and easiest way to get paid. We work together with Epassporte to offer you this payment option. You need to go to www.epassporte.com in order to signup for your ATM card. The minimum payment amount is set at $25 and there is no fees for receiving your commissions. US check – checks are sent by USPS and delivery takes some 5 days. The minimum payment amount is $25 US wire – there is no fee for commission wires but you may be charged by your bank to receive the payments. The minimum payment amount is set at $500. International wire – this payment option is intented for international affiliates, features are the same as for US wire.
Important Note: Our payment cycle runs on a weekly basis from Friday 00:00h to Thursday 23:59h, you will be paid one week in arrears every Friday. This means if today was Thursday and an order shipped :- status C - Complete, you would not be paid for it until the Friday of the following week.
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2.4. Payment history
This feature is used to show your commission payments and their status (paid or not yet paid). Please note that any order reversals coming from refunds will also show up under your payment history.
In order to see your commission payments you need to set the search criteria and hit Search button. For example if you want to see the payments for your store say www.your-pharmacy.com, you need to select this store from the Store drop-down box, choose NO for Paid and set the date range you want to see the payments for. The results can be sorted using the options in the upper-right corner.
In case your commissions show as not paid, there can be several reasons for this: • •
•
the commissions under question are from the same week as your query. As you know commissions from one week are paid the next week, on Friday. commissions are always paid on time but for different reasons a delay with status update may occur. For example wires are sent on Friday but they are updated in the backoffice on Monday. your commissions may have not been paid due to not meeting the minimum payment amount. For example if for last week your commission total is $24 and you have selected US check as payment option, you will not be paid this commission until you meet the minimum $25 required for US checks.
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Chapter 3
Management 3.1. Catalogs
3.1.1. Overview. This page allows you to make a listing of all the available catalogs. You can search for a specific catalog or search for all the existing catalogs. To search for a specific catalog, enter the desired name into the ”Catalog” field, select the sorting criteria (catalog ID, catalog name, user ID) and then click the ”Search” button. The results will be displayed. You can also choose how many results will be displayed per page (30-500).
3.1.2. Searching for a catalog. Click on the ”Catalogs” link in the Management section on the home page. Then enter the desired searching criteria and click on the ”Search” button. You will be presented with the result found.
3.2. Categories
3.2.1. Overview. This page allows you to make a listing of all the available categories under which products are grouped.
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3.2.2. Searching for a category. Click on the ”Categories” link in the Management section on the home page. Then enter the desired searching criteria and click on the ”Search” button. You will be presented with the result found.
3.3. Coupons
3.3.1. Overview. This feature lets you manage the coupons that have been created for your stores.
3.3.2. Searching a coupon. When you need to find a specific coupon, or list all coupons matching a certain criteria you need to click on the ”Coupons” link in the ”Management” section. After you fill in the required fields, click on the ”Search” button and you will be presented with the results. You can search coupons by store, coupon type, coupon subtype and by coupon code. If you tick the “Show System coupons” box, you will also be shown the coupons automatically created by the system as a results of your store settings (for more details please see the Stores chapter in this manual).
3.3.3. Adding a new coupon. If you wish too add a new coupon, click on the ”Coupons” link on the ”Management” section on the left. Afterwards, click on the „Add a new coupon” link on the upper side of the page.
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You will then be taken to the next page, where you can add the new coupon:
To add a new coupon you must select the store for which the new coupon will be created and enter a coupon code of your choice (the coupon code can contain letters and figures and cannot start with CX, as this prefix is used for system generated coupons). Next you need to specify whether the coupon offers a fixed or a percentage discount (“coupon type”), what type of orders the coupon applies to (“coupon subtype”) and the discount amount. If for example you choose Percent under Coupon Type and enter 20 under Discount, then the coupon will offer a 20% discount. You can also set the date when the coupon expires or set it to never expire just as well as you can specify the number of times a coupon can be used by your customers. If you leave the Times box empty the system will allow unlimited usage of the coupon.
3.3.4. Applying coupons to orders. When sending out coupons to your customers we strongly encourage you to instruct them on how to apply coupons to their orders. For example, let’s assume a customer wants to apply coupon MX12DF56 to his order and benefit from the 10% discount. He must go on your website, pick the medicine and the presentation he wants to purchase and click on the order button. Next the customer is taken to the order form which he must fill in as usual. At the bottom of the order form, next to the order Total, there is a Coupon Code box where the customer must enter the coupon code MX12DF56. After the coupon code is entered customer must click on the ADD COUPON button next to the coupon code box. Afterwards, the page is automatically refreshed and the customer needs to check that the Coupon Discount (above the order
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Total) field displays the discount amount (in this example 10% of the order total) and that the order Total was decreased with the corresponding 10%.
3.4. Discounts
3.4.1. Overview. This feature lets you list and manage the discounts that have been created for your stores. As opposed to coupons, discounts automatically apply to certain orders, for example if a customer enrolls in auto reorder, and a discount is set for your store, the discount will automatically apply when the new order is placed by the system.
3.4.2. Searching a discount. When you need to find a specific discount, or list all discounts matching a certain criteria you need to click on the ”Discounts” link in the ”Management” section. After you fill in the required fields, click on the ”Search” button and you will be presented with the results. You can search discounts by store, discount type, discount subtype and by discount id.
3.4.3. Adding a new discount. If you wish to add a new discount, click on the ”Discounts” link in the ”Management” section. Then, click on the „Add a new discount” link on the page.
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You must select the store to which the new discount will apply and choose the Discount Type (fixed or percent). The Discount Subtype can only be Auto-reorders, as discounts only applies to this type of orders. After you have you have completed the necesarry fields and entered the desired discount, click on the submit button and you’re done. You may enter $0.00 for the amount discounted, in this case no discount will be applied, but the customer will still have the option of turning on auto reorder.
3.5. Banners
3.5.1. Overview. This feature allows you to manage the banners assigned to your stores.
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3.5.2. Searching a banner. In order to search the banners uploaded for your stores you must select a store (to display only the banners for that specific store) or select ALL to show banners for all your stores and click on Search. The results display banners both as graphics and as html code. The html code of the banner you want to use for your marketing purposes is to be inserted in the source code of the webpage displaying the banner.
3.5.3. Adding a new banner. Click on the ”Banners” link in the ”Management” section on the home page. Then click on the ”Add new banner” link and you will be taken to the next page.
On this page, you must select the store to assign the banner to and choose the location where the image to be uploaded resides. You can also limit the image dimensions by entering values for width and height. After you have finished, click on the submit button.
3.6. Referrals
3.6.1. Overview. This feature shows records of all the people who have used the referral form to refer your site to friends.
3.6.2. Searching for referrals. In order to make a listing matching certain criteria, enter the required information in the fields and click the ”Search” button.
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3.7. Subscribers
3.7.1. Overview. This page allows you to list all the people who have subscribed to newsletters through your stores.
3.7.2. Searching for subscribers. If you wish to search for subscribers, you only need to fill in the necesarry information in the required fields and click on the ”Search” button. You will be presented with a list of all the results found.
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Chapter 4
Tickets 4.1. Tickets
4.1.1. Overview. The ticketing sub-system is designed to improve the overall productivity and efficiency of the Back Office System. Using the tickets feature you can view the messages Customer Support Team received from your customers and you can also send messages to our Customer Support Team.
4.1.2. Searching for tickets. You can keep track of messages your customers send by searching the tickets either for one of your store or for all your stores. After selecting the store you must choose the status of the tickets you want to show and set the date range. After you have entered the desired search criteria, click on the „search” button and you will be presented with the results list. There are several tickets status options:
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• •
• •
status Q (queued) – tickets with status Q are tickets that have not yet been addressed by our Customer Support Team status P (processed) – tickets with status P are tickets already addressed by our Customer Support Team. If a ticket has status P, it usually means the issue has been solved, although customer still has the option to follow up. status C (closed) - tickets with status C are tickets addressed by our Customer Support Team and closed, meaning customer cannot follow up. status H (hold) - tickets with status H are tickets about delicate issues which cannot be addressed by our Customer Support Team, but by management only.
Once tickets with status Q and H are addressed and the issues solved, their status automatically switches to either P or H. On the Search Tickets page you can view the communication process between the customer and our Customer Support Team by ticking the box next to the ticket of your choice and then clicking on the Details link at the bottom of the page.
4.1.3. Answering tickets addressed to store owner or webmaster. Our experience showed that many of your partners (link exchange or your own affiliates) use the tickets system to contact you. As these messages are addressed specifically to you or your webmaster, our Customer Support Team cannot handle. In case you receive this type of messages we strongly encourage you to address them yourself and, if possible, advise the sender to contact you in the future at one of your email addresses (for example webmaster email address, or store owner email address). In order to keep the customer support as efficient as possible, the system is set to erase these tickets automatically if they are not addressed by the store owner within 24 hours. To answer such tickets (i.e. link exchange requests, messages from marketing partners, etc) you must display the details of the ticket as described above, enter your reply in the “Followup message” field and click “Send message”.
4.1.4. Contact us using the tickets system. If for any reason you need to contact the Customer Support Team you can do so by adding a new ticket. On the Tickets main page you must click on the “Add new ticket” link and a new page opens. Your name and email address are filled in automatically, therefore you only need to select the store your question refers to, enter the Subject and Message and click on Submit button. Important Note: Please do not use ticket system for affiliate questions since the Customer Support Team cannot address this kind of questions, they only handle customer issues. If you need assistance with your affiliate account or have questions related to your affiliation with us (questions not covered in this manual) please be so kind to contact our affiliate support at [email protected]
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Chapter 5
Stores 5.1. Stores
5.1.1. Overview. With this feature you can list and manage all of your stores, add new stores or change the settings of your existing stores.
5.1.2. Searching stores. You can search stores just by typing in as much of the domain name as you want, and all matches will be displayed. Or you can list all stores by searching with the “All” option turned on under Catalog field.
5.1.3. Adding a new store. On the Stores main page click on the “Add new store” link and on the new page that opens you must select for Catalog the “U.S. pharmacy products” option and enter your store’s domain name. Please note the domain name must be entered without the “http://www” (i.e. my-pharmacy.com). That’s it, your new store is now registered with our system.
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5.1.4. Changing store settings. First you need to proceed as described at 5.1.2. and when the results are displayed you need tick the box next to the store you want to setup and click on “Details” at bottom of page. On the update store page that opens there are some important features you need to pay attention to and set carefully: •
•
•
•
notify email – the email address you enter here will be used for all communications regarding your affiliate account. This includes announcements from the system, notifications when orders for your stores have been placed, put on queued (Q) status or shipped out. reorder coupons – enabling this option allows the system to automatically create coupons to encourage your customers to reorder. The reorder coupons are automatically sent to your customers via email. first order coupons – enabling this option allows the system to automatically create coupons to encourage your customers to place initial orders. First order coupons are displayed on the checkout page of your website, provided your website’s template supports this feature. auto-reorders – for those templates supporting this feature, enabling auto-reorders allows the system to automatically place new orders when your customers are eligible to reorder.
Once you modified the settings for your store you need to click on “Submit” at the bottom of the page in order for the changes to be applied.
5.2. Stores statistics
5.2.1. Overview. Using this feature you can display statistics for one or all of your stores, such as number of orders, the number of customers and the number of products.
5.2.2. Searching store statistics. On the Store Statistics main you need to fill in the mandatory fields with the appropriate information, such as the date range for which statistics should be displayed, then click ”Search”. The results can be sorted by different categories, and the number of results per page can also be set to the desired value. If you leave blank the Store field, the statistics for all your stores will be displayed in the results.
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5.3. Shipping options
5.3.1. Overview. This feature allows you to list and manage the shipping options for your stores.
5.3.2. Searching for shipping options. You can search for the shipping option of a specific store by selecting it from the drop-down menu under “Store” field, or simply list them all. Enter the searching criteria in the required fields and click ”Search” and you will be presented with a listing of the results found.
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5.3.3. Changing the shipping options. To change the shipping options for a store, after proceeding as described at 5.3.2., you need to tick the box next to that store and its shipping option you want to change (i.e. Fedex next day delivery or Fedex Saturday delivery), then click on “Details” at the bottom of the page. On the page that opens you have the option of choosing between “Fixed” or “Percent” shipping fee and entering the desired amount. To apply the changes you need to click on “Submit”. Please note you can set the shipping fee to 0 (zero) so that your customers benefit from free shipping with their orders. In this case the shipping flat fee of $18 for each order will be deducted from your profit. In any case there is a flat shipping fee of $18 for every order shipped out, therefore if you set the shipping fee for your store bellow the $18, then the difference between the $18 and your shipping price will be deducted from your profit. However, if you set the shipping fee higher than the $18 flat fee, the difference between your shipping fee and the flat $18 fee is your profit.
5.4. Templates
5.4.1. Overview. This feature allows you to list and download the templates available. You can change at any time your website’s template with a new one downloaded from “Templates” page in the backoffice.
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5.4.2. Searching templates. You have the possibility to search the existing templates by template ID, template name, technology used and language of the template. In any cases, after you enter the information in the corresponding field, press the ”Search” button.
On the results page, each template is shortly described on the right side of the template thumbnail. If you click on a thumbnail a pop-up will appear displaying a larger screenshot of the template.
5.4.3. Using a template with your store. Please note that before assigning a template to your store you must meet the following requirements: • • •
you must have registered with a domain registar the domain name you plan to use as your online pharmacy store. you must have acquired a webhosting account with a hosting provider for the domain name you plan to use as your online pharmacy store. you must have registered the domain name in the backoffice using the “Add new store” feature
Once the above requirements are met you may proceed to assigning a template to your domain name: 1. after searching the templates as described at 5.4.2. , pick the template you wish to use with your online store and download (save) it on your computer by clicking on the .zip file right next to “Download link” In order to exemplify let’s assume you picked “beachrx” as a template for your store. In this case you must download the file “beachrx.zip” on your computer. 2. unzip the template “beachrx” on your computer in a directory called “beachrx”
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3. login to your ftp account (your webhosting account) for the domain name used as your online store. For example, if your domain name is www.my-pharmacy.com then your ftp account would be ftp://www.my-pharmacy.com/ , which is the same with your hosting root folder. 4. copy all files and folders within “beachrx” directory on your computer and paste them in your hosting root folder (replacing, if necessary, any files with the same name in the root folder). Provided all the above steps have been completed properly you should be able to see your store online instantly. If for any reason you encounter problems with setting up a template for your online pharmacy store please contact our technical support at [email protected] .
Chapter 6
Orders 6.1. Orders
6.1.1. Overview. With this feature you can view all orders placed by customers for all of your stores.
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6.1.2. Searching orders. To search for customer orders, click on the ”Orders” link in the Orders section on the backoffice home page. This will bring you to the order searching page. Here, you will have to enter the search criteria in the corresponding fields and then click the ”Search” button. You can search orders for a specific store or for all your stores (this option can be set from the drop-down menu under “Store” field) and different criteria such as order id, full name or email address. You can also choose the status of the orders to be displayed in the results, for example ticking just the box next to Q (queued) will return only Q orders matching your search. To help you better analyze and track orders placed for your stores, on the upper-right side of the page there are many options for sorting out the results. Please note that the column Commission will show your profit for a certain order only after the order has been completed, that is shipped and switched to C (complete) status.
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6.2. Order Statistics
6.2.1. Overview. This feature allows you to view statistics for all your orders either for a specific store or for all your stores. You are able to see how many orders have been placed for a particular product, what is the total amount and the source for the orders of that product. Please note: provided you have set campaigns for your stores (for detailed info on setting campaigns please see Chapter 8 – Campaigns) and orders have been placed through one of your campaign, the “order source” in the results will display your campaign.
6.2.2. Searching statistics. If you wish to display statistics for your orders, you need to go the ”Order stats” link in the Orders section on the backoffice main page. There you will have to enter the desired search criteria and press the search button.
Chapter 7
Products 26
7.1. Products
7.1.1. Overview. This feature allows you to list all the products that are available for sale.
7.1.2. Searching available products. If you want to search the available products, you have to click on the ”Products” link on the Products section on the main page. Then, you need to eneter the search criteria in the corresponding fields and click the ”Search” button. You can search by product name, product id, or on the contrary display all products by selecting “All” under “Catalog” field.
7.2. Product links
7.2.1. Overview. This feature is designed to assist with products links the affiliates using custom templates for their online pharmacy store.
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7.2.2. Displaying products links. To search through the product links, you have to click on the ”Product links” link in the Products section on the main page. On the page that opens you have to select under “Store” field the store you want to obtain product links for and click on “Search” to see the results. In case you only need links for certain products you can limit the search by selecting a particular category under “Category” field or enter the product name or product id under the designated fields. The results display the exact html code you need to insert in your website’s html code in order to link your custom-designed website to our product database. You have the posibility to choose the text displayed for the product link, by selecting the appropriate options under “Link text” and “Include” fields. For example if you choose “Buy” under “Link text” field and “Product name” under “Include” field, the link text for the Allegra 60 mg – 60 Tablets order page will display “Buy Allegra 60 mg – 60 Tablets” .
7.3. Prices
7.3.1. Overview. With this feature you can change product prices either for all of your stores or for a specific store.
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7.3.2. Searching prices. To search through the product pricing, you have to click on the ”Prices” link in the Products section on the main page. This will bring you to the next page, where you will be able to enter the desired search criteria and then click on the Search button. You can display prices for a certain product by entering its name or id in the corresponding fields.
7.3.3. Setting or changing prices. After completing the steps described at 7.2.2 and product prices are displayed, you can change the price of one product or prices for multiple products by entering new values under “Price” column and when done click on “Update” button at the bottom of page. Please note that prices must be entered with 2 decimals (i.e. 49.00) and that setting the price for any product to 0 will disable the product in the selected store. In order to help you manage faster and easier your prices we have created the import/export feature, which allows you to change prices for multiple products offline using an excell file. After completing steps described at 7.2.2. you need to click on “Export” button and save the excell file (by default named “prices.xls”) on your computer. Next you need to change prices under “Prices” column in the excell file and when done save the file as either .csv or .txt (i.e. save it as “prices.csv” or “prices.txt”) without changing the original layout of the excell file (i.e. do not change column titles, do not delete rows etc). Finally return to backoffice “Prices” page, click on “Browse” button and select the location of the new file (“prices.csv” or “prices.txt”) click ok and then click on “Import” button. If you did everything right you will receive a message that import of the file succeeded and you will notice the product prices were changed accordingly.
7.4. Product statistics
7.4.1. Overview. This page allows you to see how many orders have been placed for products sold at your stores. It will help you get a good impression of your marketing efforts and price level and adjust them if needed to get better conversion rates.
7.4.2. Displaying statistics. To search through the statistics, you have to click on the ”Product stats” link on the Products section on the main page. When you have completed the needed fields, click on the „Search” button and results will be displayed. You can search by store, product id or product name and sort the results according to your wish.
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Chapter 8
Campaigns 8.1. Campaigns
8.1.1. Overview. This is an important feature to help you with your marketing efforts. You can create and manage campaigns, which help you track the source of orders placed, track visitors to your website.
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8.1.2. Adding a new campaign. To add a new campaign, click on the ”Campaigns” link in the Campaigns section on the main page. Then, click on the ”Add a new campaign” and you will be brought to the page that allows you to add a new campaign. Let’s assume you advertise on Lycos and want to add a campaign to track the results. On the “Add Campaign” page you have to select the store that you advertise on Lycos and choose a name for the campaign (easiest would be to name the campaign simply “Lycos”). When done you must click on “Submit” to create the new campaign.
8.1.3. Searching campaigns. To search through the company’s campaigns, click on the ”Campaigns” link in the Campaigns section on the main page. This will bring you to the next page. Here, you can enter the desired search criteria and press the ”Search” button. This will bring up the results. You can search all campaigns for all stores or for a certain store or check just one campaign by entering its name in the “Campaign name” field.
8.2. Campaign keys
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8.2.1. Overview. This feature allows you to split campaigns into smaller units called campaign keys, in order to track your marketing efforts in detail.
8.2.2. Adding a new campaign key. To add a new campaign, click on the ”Campaign keys” link in the Campaigns section on the main page. Then, click on the ”Add a new campaign key” and you will be brought to the page that allows you to add a new campaign. For example, let’s assume that you have created the campaign called “Lycos” as described at 8.1.2. and want to track what products sell best through your Lycos marketing campaign. In this case you may want to create “Campaign keys” for each product that you advertise on Lycos. On the “Add Campaign key” page you need to select the store that you advertise on Lycos in the “Store” field, the campaign called “Lycos” (created at 8.1.2.) in the “Campaign” field and a name you wish for the “Campaign key name” (easiest would be to name the campaign key after the product name, i.e. “Tramadol”, “Fioricet”, etc), then click “Submit”. What you have accomplished so far is the premises for keeping track of orders, clicks, views for Tramadol, Fioricet, etc coming from your Lycos advertising campaign. In order to actually keep tracking of your marketing campaigns you will need to implement the tracking codes in your links, as described bellow at 8.3.
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8.2.3. Searching campaign keys. To search through your campaign keys, you will have to click on the ”Campaign keys” link in the Campaigns section on the main page. This will bring you to the next page. Here, you can enter the desired search criteria and press the ”Search” button. You can search campaign keys by store, campaign or by entering the campaign key name.
8.3. Building your links to include campaign tracking
Making use of the same Lycos example as above, in order to enable the tracking of your marketing efforts you need to adjust your website’s links. Let’s further assume your website is www.my-pharmacy.com and for this website you advertise Tramadol on Lycos.
If clicking on your ad opens your website’s home page, then the correct link for your Lycos ad would be:
http://www.my-pharmacy.com/?&c=lycos&ck=tramadol , where “c” stands for the campaign, “lycos” stands for the campaign name created at 8.1.2. , “ck” stands for the campaign key and “tramadol” stands for the campaign key name created at 8.2.2.
If clicking on your ad opens the product page (in our example tramadol page), then the correct link for your Lycos ad would be:
http://www.my-pharmacy.com/tramadol.php?c=lycos&ck=tramadol
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Chapter 9
Affiliates 9.1. Affiliates
9.1.1. Overview. This feature allows you to list all your affiliates for all your stores.
9.1.2. Searching affiliates. To search through affiliates, click on the ”Affiliates” link in the Affiliates section on the main page. On the next page, enter the search criteria in the corresponding fields and click ”Search”. You can search your affiliates by store, full name, email, or type of affiliation (affiliates having their own store or affiliates linking to your store). The results display the name, email address and the date of last login to the backoffice.
9.1.3. Adding a new affiliate. You can also manually add affiliates for your stores (this option is similar to signing up from your website’s affiliate page). Please be careful using this option as some information is sensitive and cannot be changed if entered incorrectly. To add a new affiliate with the backoffice system, just click on the ”Affiliates” link on the Affiliates section on the main page. On the next page, click the ”Add new affiliate” button. This will take you to the next page, where you will be able to fill in the necessary
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data, thus creating a new affiliate. When you are done, click on the Submit button and the changes will be saved.
9.2. Payouts
9.2.1. Overview. The payouts feature allows you to display and manage your MLM program payouts, that is the commission your affiliates earn for reffering orders to you.
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9.2.2. Searching payouts. To search through payouts, click on the ”Payouts” link in the Affiliates section on the main page. On the next page, enter the search criteria in the corresponding fields and click ”Search”. You can serach payouts by store, payout type and payout subtype.
9.2.3. Modify payouts. On the results page you must tick the box next to the payout you want to change and click on “Details” at the bottom of the page. On the “Update Payout” page that opens you need to select the store, enter the MLM level the payout applies for, choose the payout type and subtype and finally enter the amount you desire. When done click “Submit” to apply changes.
9.2.4. Adding a new payout. On the “Payouts” main page you must click on “Add a new payout” and proceed the same way as described above at 9.2.3.
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Chapter 1 – Introduction
Page ……………………………………………….. 4
1.1. Using this guide …………………………………….……………. 1.2. Overview …………………………………….……………………. 1.3. Features …………………………………….…………………….
Chapter 2 – Home
4 4 4
………………………………….………………………
5
2.1. Overview …………………………………….……………………. 2.2. Modify account …………………………………….…………….
5 5 5 5 7 7 7 8 9
2.2.1. System requirements ………………………………….. 2.2.2. Logging in ………………………………………………….. 2.2.3. Forgot Password ………………………………………….. 2.2.4. Logging out ……………………………….………………… 2.2.5. Password modification ………………………………….. 2.3. Payment method ………………………………………………….. 2.4. Payment history …………………………………….…………….
Chapter 3 – Management
………………………………………….. 10
3.1. Catalogs 3.2. 3.3.
3.4.
3.5.
…………………………………….…….……………… 3.1.1. Overview ………………………………………………….. 3.1.2. Searching for a catalog ………………………………….. Categories ………………………………………………………….. 3.2.1. Overview ………………………………………………….. 3.2.2. Searching for a category ………………………………….. Coupons …………………………………….……………………. 3.3.1. Overview ………………………………………………….. 3.3.2. Searching a coupon ………………………………………….. 3.3.3. Adding a new coupon ………………………………….. 3.3.4. Applying coupons to orders………………………………….. Discounts …………………………………….……………………. 3.4.1. Overview ………………………………………………….. 3.4.2. Searching a discount ………………………………….. 3.4.3. Adding a new discount ………………………………….. Banners …………………………………….……………………. 3.5.1. Overview …………………………………….……………. 3.5.2. Searching a banner …………………………………….. 3.5.3. Adding a new banner …………………………………..
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10 10 10 10 10 11 11 11 11 11 12 13 13 13 13 14 14 15 15
Page 3.6. Referrals …………………………………….……………………. 15 3.6.1. Overview …………………………………….……………. 15 3.6.2. Searching for referrals ………………………………….. 15 3.7. Subscribers …………………………………….……………………. 16 3.7.1. Overview …………………………………….……………. 16 3.7.2. Searching for subscribers ………………………………….. 16
Chapter 4 – Tickets
……………………………………….…………. 17
4.1. Tickets
……………………………….…………………………. 4.1.1. Overview …………………………………….……………. 4.1.2. Searching for tickets ………………………………….. 4.1.3. Answering tickets addressed to owner or webmaster…….. 4.1.4. Contact us using the tickets system …………………..
Chapter 5 – Stores
…………………………………….……………………. 19
5.1. Stores
…………………………………….……………………. 5.1.1. Overview ………………………………………………….. 5.1.2. Searching stores ………………………………………….. 5.1.3. Adding a new store ……………………………..…………… 5.1.4. Changing store settings ………………………………….. 5.2. Stores statistics ………………………………………………….. 5.2.1. Overview ………………………………………………….. 5.2.2. Searching store statistics ………………………………….. 5.3. Shipping options ………………………………………………….. 5.3.1. Overview ………………………………………………….. 5.3.2. Searching for shipping options ……………….…………. 5.3.3. Changing the shipping options ……………….…………. 5.4. Templates …………………………………….…….……………… 5.4.1. Overview ………………………………………………….. 5.4.2. Searching templates………………………………………….. 5.4.3. Using a template with your store ……………….………….
Chapter 6 – Orders
17 17 17 18 18
19 19 19 19 20 20 20 20 21 21 21 22 22 22 23 23
…………………………………….…….……………… 24
6.1. Orders
…………………………………….……………………. 6.1.1. Overview ………………………………………………….. 6.1.2. Searching orders ………………………………………….. 6.2. Order statistics ………………………………………………….. 6.2.1. Overview ………………………………………………….. 6.2.2. Searching statistics …………………………………………..
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24 24 25 26 26 26
Chapter 7 – Products
Page …………………………………………………. 26
7.1. Products
…………………………………….…….……………… 7.1.1. Overview ………………………………………………….. 7.1.2. Searching available products ……………….…………. 7.2. Product links ………………………………….…….………… 7.2.1. Overview ………………………………………………….. 7.2.2. Displaying product links ………………………………….. 7.3. Prices …………………………………….……………………………. 7.3.1. Overview ………………………………………………….. 7.3.2. Searching prices …………………………….……………. 7.3.3. Setting or changing prices ………………………………….. 7.4. Product statistics ………………………………………………….. 7.4.1. Overview ………………………………………………….. 7.4.2. Displaying statistics …………………………….…………….
Chapter 8 – Campaigns
27 27 27 27 27 28 28 28 29 29 29 29 29
………………………………………………….. 30
8.1. Campaigns …………………………………….……………………. 30 8.1.1. Overview …………………………………….……………. 8.1.2. Adding a new campaign ………………………………….. 8.1.3. Searching campaigns ………………………………….. 8.2. Campaign keys ………………………………………………….. 8.2.1. Overview ………………………………………………….. 8.2.2. Adding a new campaign key ……………….…………. 8.2.3. Searching campaign keys ………………………………….. 8.3. Building your links to include campaign tracking ………..
Chapter 9 – Affiliates
30 31 31 31 32 32 33 33
………………………………………………….. 34
9.1. Affiliates
…………………………………….……………………. 9.1.1. Overview ………………………………………………….. 9.1.2. Searching affiliates ………………………………………….. 9.1.3. Adding a new affiliate ………………………………….. 9.2. Payouts …………………………………….……………………. 9.2.1. Overview ………………………………………………….. 9.2.2. Searching payouts ………………………………………….. 9.2.3. Modify payouts ………………………………………….. 9.2.4. Adding a new payout …………………………………..
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Chapter 1
Introduction 1.1. Using this guide
The chapters in this guide detail the major system functions. Each chapter provides an overview of the functions. These are broken down into simple procedures with steps to be taken. The procedures in this guide often include graphics of windows and dialog boxes encountered in the performance of those actions, providing you with a visual point of reference. Audience. This user’s guide is intended for merchants using the back-office functions within the system. Functionality. This guide may document some features to which you do not have access. Access to such functionality is allotted on a merchant-by-merchant basis. If you have any questions, please contact your account manager. Screen images. For the most part, screen images reflect the current user interface. In some instances, a screen image may be slightly different from the actual application, but in such cases it will be minor and will not affect the accuracy of the document.
1.2. Overview
Welcome to the Back Office System administration interface. This intuitive and versatile interface system makes it very easy to use all functions and capabilities, from managing stores, campaigns, products, etc to running reports on each of these. You simply have to navigate over any of the interface’s panels to find the needed function.
1.3. Features
The Back Office System interface includes many useful and time-saving features. Some of the things that you can do with the back office include:
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•
Generating reports or searching for information by account elements
•
Taking a look at a set of graphics to quickly see what is going on
•
Keeping track of the support (ticketing) subsystem
•
Managing the affiliates and referrals chains
•
Listing different stores, orders, products or campaigns information
•
Over viewing the campaigns created for the stores
Chapter 2
Home 2.1. Overview
The Overview option displays graphically your order statistics by store for a period of time (7 days, 30 days and 90 days).
2.2. Modify account
2.2.1. System requirements. In order to use the Back Office System, you must have the following software installed: •
Internet Explorer version 5.5 or higher or Netscape Navigator 7.0 or higher
•
Your browser must be JavaScript enabled. Consult your browser’s Help for more information.
2.2.2. Logging in. Before logging in to the back office web site, you will have registered with us and received the following identification information: •
User name
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•
Password
To log in to the back office site: 1. Open a Web browser and navigate to http://www.cartadmin.com/ the login page opens.
2. Complete the user name and password fields. Both username and password are case sensitive! 3. Click login. The back office opens.
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Contact technical support if: •
You receive the message “The login and/or password you provided are invalid”, even after verifying that your username and password are entered correctly.
•
You have lost your user name and/or password (technical support creates a new password in the event that the old one is lost).
2.2.3. Forgot password. If you forgot your password and can’t log in, you can click on the “Forgot password” link on the login page and you will be taken to the next page. There, you only need to provide your back office email address, and click ”Send”. You will receive an email containing the password. Thus you will be able to login again. We encourage you to use this feature before contacting technical support.
2.2.4. Logging out. To log out of the back office Web site, click the Log Out link in the Home section. If you are logged in to the site but have been inactive for thirty minutes or more, you must log in again before using the back office.
2.2.5. Password modification. To change your password: 1. Click on the Modify account link, from the Home section. 2. The following screen shows all the account’s information: personal details (name, email and password). You can change the password by simply replacing it with a new one. To save the changes, you simply have to click the “GO” submit button.
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2.3. Payment method
With this feature you can easily set the payment option that best suits your needs by selecting one payment option from the Payment Type drop-down menu. The available payment options are: •
• • •
ATM card – this is the fastest and easiest way to get paid. We work together with Epassporte to offer you this payment option. You need to go to www.epassporte.com in order to signup for your ATM card. The minimum payment amount is set at $25 and there is no fees for receiving your commissions. US check – checks are sent by USPS and delivery takes some 5 days. The minimum payment amount is $25 US wire – there is no fee for commission wires but you may be charged by your bank to receive the payments. The minimum payment amount is set at $500. International wire – this payment option is intented for international affiliates, features are the same as for US wire.
Important Note: Our payment cycle runs on a weekly basis from Friday 00:00h to Thursday 23:59h, you will be paid one week in arrears every Friday. This means if today was Thursday and an order shipped :- status C - Complete, you would not be paid for it until the Friday of the following week.
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2.4. Payment history
This feature is used to show your commission payments and their status (paid or not yet paid). Please note that any order reversals coming from refunds will also show up under your payment history.
In order to see your commission payments you need to set the search criteria and hit Search button. For example if you want to see the payments for your store say www.your-pharmacy.com, you need to select this store from the Store drop-down box, choose NO for Paid and set the date range you want to see the payments for. The results can be sorted using the options in the upper-right corner.
In case your commissions show as not paid, there can be several reasons for this: • •
•
the commissions under question are from the same week as your query. As you know commissions from one week are paid the next week, on Friday. commissions are always paid on time but for different reasons a delay with status update may occur. For example wires are sent on Friday but they are updated in the backoffice on Monday. your commissions may have not been paid due to not meeting the minimum payment amount. For example if for last week your commission total is $24 and you have selected US check as payment option, you will not be paid this commission until you meet the minimum $25 required for US checks.
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Chapter 3
Management 3.1. Catalogs
3.1.1. Overview. This page allows you to make a listing of all the available catalogs. You can search for a specific catalog or search for all the existing catalogs. To search for a specific catalog, enter the desired name into the ”Catalog” field, select the sorting criteria (catalog ID, catalog name, user ID) and then click the ”Search” button. The results will be displayed. You can also choose how many results will be displayed per page (30-500).
3.1.2. Searching for a catalog. Click on the ”Catalogs” link in the Management section on the home page. Then enter the desired searching criteria and click on the ”Search” button. You will be presented with the result found.
3.2. Categories
3.2.1. Overview. This page allows you to make a listing of all the available categories under which products are grouped.
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3.2.2. Searching for a category. Click on the ”Categories” link in the Management section on the home page. Then enter the desired searching criteria and click on the ”Search” button. You will be presented with the result found.
3.3. Coupons
3.3.1. Overview. This feature lets you manage the coupons that have been created for your stores.
3.3.2. Searching a coupon. When you need to find a specific coupon, or list all coupons matching a certain criteria you need to click on the ”Coupons” link in the ”Management” section. After you fill in the required fields, click on the ”Search” button and you will be presented with the results. You can search coupons by store, coupon type, coupon subtype and by coupon code. If you tick the “Show System coupons” box, you will also be shown the coupons automatically created by the system as a results of your store settings (for more details please see the Stores chapter in this manual).
3.3.3. Adding a new coupon. If you wish too add a new coupon, click on the ”Coupons” link on the ”Management” section on the left. Afterwards, click on the „Add a new coupon” link on the upper side of the page.
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You will then be taken to the next page, where you can add the new coupon:
To add a new coupon you must select the store for which the new coupon will be created and enter a coupon code of your choice (the coupon code can contain letters and figures and cannot start with CX, as this prefix is used for system generated coupons). Next you need to specify whether the coupon offers a fixed or a percentage discount (“coupon type”), what type of orders the coupon applies to (“coupon subtype”) and the discount amount. If for example you choose Percent under Coupon Type and enter 20 under Discount, then the coupon will offer a 20% discount. You can also set the date when the coupon expires or set it to never expire just as well as you can specify the number of times a coupon can be used by your customers. If you leave the Times box empty the system will allow unlimited usage of the coupon.
3.3.4. Applying coupons to orders. When sending out coupons to your customers we strongly encourage you to instruct them on how to apply coupons to their orders. For example, let’s assume a customer wants to apply coupon MX12DF56 to his order and benefit from the 10% discount. He must go on your website, pick the medicine and the presentation he wants to purchase and click on the order button. Next the customer is taken to the order form which he must fill in as usual. At the bottom of the order form, next to the order Total, there is a Coupon Code box where the customer must enter the coupon code MX12DF56. After the coupon code is entered customer must click on the ADD COUPON button next to the coupon code box. Afterwards, the page is automatically refreshed and the customer needs to check that the Coupon Discount (above the order
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Total) field displays the discount amount (in this example 10% of the order total) and that the order Total was decreased with the corresponding 10%.
3.4. Discounts
3.4.1. Overview. This feature lets you list and manage the discounts that have been created for your stores. As opposed to coupons, discounts automatically apply to certain orders, for example if a customer enrolls in auto reorder, and a discount is set for your store, the discount will automatically apply when the new order is placed by the system.
3.4.2. Searching a discount. When you need to find a specific discount, or list all discounts matching a certain criteria you need to click on the ”Discounts” link in the ”Management” section. After you fill in the required fields, click on the ”Search” button and you will be presented with the results. You can search discounts by store, discount type, discount subtype and by discount id.
3.4.3. Adding a new discount. If you wish to add a new discount, click on the ”Discounts” link in the ”Management” section. Then, click on the „Add a new discount” link on the page.
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You must select the store to which the new discount will apply and choose the Discount Type (fixed or percent). The Discount Subtype can only be Auto-reorders, as discounts only applies to this type of orders. After you have you have completed the necesarry fields and entered the desired discount, click on the submit button and you’re done. You may enter $0.00 for the amount discounted, in this case no discount will be applied, but the customer will still have the option of turning on auto reorder.
3.5. Banners
3.5.1. Overview. This feature allows you to manage the banners assigned to your stores.
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3.5.2. Searching a banner. In order to search the banners uploaded for your stores you must select a store (to display only the banners for that specific store) or select ALL to show banners for all your stores and click on Search. The results display banners both as graphics and as html code. The html code of the banner you want to use for your marketing purposes is to be inserted in the source code of the webpage displaying the banner.
3.5.3. Adding a new banner. Click on the ”Banners” link in the ”Management” section on the home page. Then click on the ”Add new banner” link and you will be taken to the next page.
On this page, you must select the store to assign the banner to and choose the location where the image to be uploaded resides. You can also limit the image dimensions by entering values for width and height. After you have finished, click on the submit button.
3.6. Referrals
3.6.1. Overview. This feature shows records of all the people who have used the referral form to refer your site to friends.
3.6.2. Searching for referrals. In order to make a listing matching certain criteria, enter the required information in the fields and click the ”Search” button.
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3.7. Subscribers
3.7.1. Overview. This page allows you to list all the people who have subscribed to newsletters through your stores.
3.7.2. Searching for subscribers. If you wish to search for subscribers, you only need to fill in the necesarry information in the required fields and click on the ”Search” button. You will be presented with a list of all the results found.
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Chapter 4
Tickets 4.1. Tickets
4.1.1. Overview. The ticketing sub-system is designed to improve the overall productivity and efficiency of the Back Office System. Using the tickets feature you can view the messages Customer Support Team received from your customers and you can also send messages to our Customer Support Team.
4.1.2. Searching for tickets. You can keep track of messages your customers send by searching the tickets either for one of your store or for all your stores. After selecting the store you must choose the status of the tickets you want to show and set the date range. After you have entered the desired search criteria, click on the „search” button and you will be presented with the results list. There are several tickets status options:
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• •
• •
status Q (queued) – tickets with status Q are tickets that have not yet been addressed by our Customer Support Team status P (processed) – tickets with status P are tickets already addressed by our Customer Support Team. If a ticket has status P, it usually means the issue has been solved, although customer still has the option to follow up. status C (closed) - tickets with status C are tickets addressed by our Customer Support Team and closed, meaning customer cannot follow up. status H (hold) - tickets with status H are tickets about delicate issues which cannot be addressed by our Customer Support Team, but by management only.
Once tickets with status Q and H are addressed and the issues solved, their status automatically switches to either P or H. On the Search Tickets page you can view the communication process between the customer and our Customer Support Team by ticking the box next to the ticket of your choice and then clicking on the Details link at the bottom of the page.
4.1.3. Answering tickets addressed to store owner or webmaster. Our experience showed that many of your partners (link exchange or your own affiliates) use the tickets system to contact you. As these messages are addressed specifically to you or your webmaster, our Customer Support Team cannot handle. In case you receive this type of messages we strongly encourage you to address them yourself and, if possible, advise the sender to contact you in the future at one of your email addresses (for example webmaster email address, or store owner email address). In order to keep the customer support as efficient as possible, the system is set to erase these tickets automatically if they are not addressed by the store owner within 24 hours. To answer such tickets (i.e. link exchange requests, messages from marketing partners, etc) you must display the details of the ticket as described above, enter your reply in the “Followup message” field and click “Send message”.
4.1.4. Contact us using the tickets system. If for any reason you need to contact the Customer Support Team you can do so by adding a new ticket. On the Tickets main page you must click on the “Add new ticket” link and a new page opens. Your name and email address are filled in automatically, therefore you only need to select the store your question refers to, enter the Subject and Message and click on Submit button. Important Note: Please do not use ticket system for affiliate questions since the Customer Support Team cannot address this kind of questions, they only handle customer issues. If you need assistance with your affiliate account or have questions related to your affiliation with us (questions not covered in this manual) please be so kind to contact our affiliate support at [email protected]
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Chapter 5
Stores 5.1. Stores
5.1.1. Overview. With this feature you can list and manage all of your stores, add new stores or change the settings of your existing stores.
5.1.2. Searching stores. You can search stores just by typing in as much of the domain name as you want, and all matches will be displayed. Or you can list all stores by searching with the “All” option turned on under Catalog field.
5.1.3. Adding a new store. On the Stores main page click on the “Add new store” link and on the new page that opens you must select for Catalog the “U.S. pharmacy products” option and enter your store’s domain name. Please note the domain name must be entered without the “http://www” (i.e. my-pharmacy.com). That’s it, your new store is now registered with our system.
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5.1.4. Changing store settings. First you need to proceed as described at 5.1.2. and when the results are displayed you need tick the box next to the store you want to setup and click on “Details” at bottom of page. On the update store page that opens there are some important features you need to pay attention to and set carefully: •
•
•
•
notify email – the email address you enter here will be used for all communications regarding your affiliate account. This includes announcements from the system, notifications when orders for your stores have been placed, put on queued (Q) status or shipped out. reorder coupons – enabling this option allows the system to automatically create coupons to encourage your customers to reorder. The reorder coupons are automatically sent to your customers via email. first order coupons – enabling this option allows the system to automatically create coupons to encourage your customers to place initial orders. First order coupons are displayed on the checkout page of your website, provided your website’s template supports this feature. auto-reorders – for those templates supporting this feature, enabling auto-reorders allows the system to automatically place new orders when your customers are eligible to reorder.
Once you modified the settings for your store you need to click on “Submit” at the bottom of the page in order for the changes to be applied.
5.2. Stores statistics
5.2.1. Overview. Using this feature you can display statistics for one or all of your stores, such as number of orders, the number of customers and the number of products.
5.2.2. Searching store statistics. On the Store Statistics main you need to fill in the mandatory fields with the appropriate information, such as the date range for which statistics should be displayed, then click ”Search”. The results can be sorted by different categories, and the number of results per page can also be set to the desired value. If you leave blank the Store field, the statistics for all your stores will be displayed in the results.
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5.3. Shipping options
5.3.1. Overview. This feature allows you to list and manage the shipping options for your stores.
5.3.2. Searching for shipping options. You can search for the shipping option of a specific store by selecting it from the drop-down menu under “Store” field, or simply list them all. Enter the searching criteria in the required fields and click ”Search” and you will be presented with a listing of the results found.
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5.3.3. Changing the shipping options. To change the shipping options for a store, after proceeding as described at 5.3.2., you need to tick the box next to that store and its shipping option you want to change (i.e. Fedex next day delivery or Fedex Saturday delivery), then click on “Details” at the bottom of the page. On the page that opens you have the option of choosing between “Fixed” or “Percent” shipping fee and entering the desired amount. To apply the changes you need to click on “Submit”. Please note you can set the shipping fee to 0 (zero) so that your customers benefit from free shipping with their orders. In this case the shipping flat fee of $18 for each order will be deducted from your profit. In any case there is a flat shipping fee of $18 for every order shipped out, therefore if you set the shipping fee for your store bellow the $18, then the difference between the $18 and your shipping price will be deducted from your profit. However, if you set the shipping fee higher than the $18 flat fee, the difference between your shipping fee and the flat $18 fee is your profit.
5.4. Templates
5.4.1. Overview. This feature allows you to list and download the templates available. You can change at any time your website’s template with a new one downloaded from “Templates” page in the backoffice.
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5.4.2. Searching templates. You have the possibility to search the existing templates by template ID, template name, technology used and language of the template. In any cases, after you enter the information in the corresponding field, press the ”Search” button.
On the results page, each template is shortly described on the right side of the template thumbnail. If you click on a thumbnail a pop-up will appear displaying a larger screenshot of the template.
5.4.3. Using a template with your store. Please note that before assigning a template to your store you must meet the following requirements: • • •
you must have registered with a domain registar the domain name you plan to use as your online pharmacy store. you must have acquired a webhosting account with a hosting provider for the domain name you plan to use as your online pharmacy store. you must have registered the domain name in the backoffice using the “Add new store” feature
Once the above requirements are met you may proceed to assigning a template to your domain name: 1. after searching the templates as described at 5.4.2. , pick the template you wish to use with your online store and download (save) it on your computer by clicking on the .zip file right next to “Download link” In order to exemplify let’s assume you picked “beachrx” as a template for your store. In this case you must download the file “beachrx.zip” on your computer. 2. unzip the template “beachrx” on your computer in a directory called “beachrx”
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3. login to your ftp account (your webhosting account) for the domain name used as your online store. For example, if your domain name is www.my-pharmacy.com then your ftp account would be ftp://www.my-pharmacy.com/ , which is the same with your hosting root folder. 4. copy all files and folders within “beachrx” directory on your computer and paste them in your hosting root folder (replacing, if necessary, any files with the same name in the root folder). Provided all the above steps have been completed properly you should be able to see your store online instantly. If for any reason you encounter problems with setting up a template for your online pharmacy store please contact our technical support at [email protected] .
Chapter 6
Orders 6.1. Orders
6.1.1. Overview. With this feature you can view all orders placed by customers for all of your stores.
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6.1.2. Searching orders. To search for customer orders, click on the ”Orders” link in the Orders section on the backoffice home page. This will bring you to the order searching page. Here, you will have to enter the search criteria in the corresponding fields and then click the ”Search” button. You can search orders for a specific store or for all your stores (this option can be set from the drop-down menu under “Store” field) and different criteria such as order id, full name or email address. You can also choose the status of the orders to be displayed in the results, for example ticking just the box next to Q (queued) will return only Q orders matching your search. To help you better analyze and track orders placed for your stores, on the upper-right side of the page there are many options for sorting out the results. Please note that the column Commission will show your profit for a certain order only after the order has been completed, that is shipped and switched to C (complete) status.
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6.2. Order Statistics
6.2.1. Overview. This feature allows you to view statistics for all your orders either for a specific store or for all your stores. You are able to see how many orders have been placed for a particular product, what is the total amount and the source for the orders of that product. Please note: provided you have set campaigns for your stores (for detailed info on setting campaigns please see Chapter 8 – Campaigns) and orders have been placed through one of your campaign, the “order source” in the results will display your campaign.
6.2.2. Searching statistics. If you wish to display statistics for your orders, you need to go the ”Order stats” link in the Orders section on the backoffice main page. There you will have to enter the desired search criteria and press the search button.
Chapter 7
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7.1. Products
7.1.1. Overview. This feature allows you to list all the products that are available for sale.
7.1.2. Searching available products. If you want to search the available products, you have to click on the ”Products” link on the Products section on the main page. Then, you need to eneter the search criteria in the corresponding fields and click the ”Search” button. You can search by product name, product id, or on the contrary display all products by selecting “All” under “Catalog” field.
7.2. Product links
7.2.1. Overview. This feature is designed to assist with products links the affiliates using custom templates for their online pharmacy store.
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7.2.2. Displaying products links. To search through the product links, you have to click on the ”Product links” link in the Products section on the main page. On the page that opens you have to select under “Store” field the store you want to obtain product links for and click on “Search” to see the results. In case you only need links for certain products you can limit the search by selecting a particular category under “Category” field or enter the product name or product id under the designated fields. The results display the exact html code you need to insert in your website’s html code in order to link your custom-designed website to our product database. You have the posibility to choose the text displayed for the product link, by selecting the appropriate options under “Link text” and “Include” fields. For example if you choose “Buy” under “Link text” field and “Product name” under “Include” field, the link text for the Allegra 60 mg – 60 Tablets order page will display “Buy Allegra 60 mg – 60 Tablets” .
7.3. Prices
7.3.1. Overview. With this feature you can change product prices either for all of your stores or for a specific store.
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7.3.2. Searching prices. To search through the product pricing, you have to click on the ”Prices” link in the Products section on the main page. This will bring you to the next page, where you will be able to enter the desired search criteria and then click on the Search button. You can display prices for a certain product by entering its name or id in the corresponding fields.
7.3.3. Setting or changing prices. After completing the steps described at 7.2.2 and product prices are displayed, you can change the price of one product or prices for multiple products by entering new values under “Price” column and when done click on “Update” button at the bottom of page. Please note that prices must be entered with 2 decimals (i.e. 49.00) and that setting the price for any product to 0 will disable the product in the selected store. In order to help you manage faster and easier your prices we have created the import/export feature, which allows you to change prices for multiple products offline using an excell file. After completing steps described at 7.2.2. you need to click on “Export” button and save the excell file (by default named “prices.xls”) on your computer. Next you need to change prices under “Prices” column in the excell file and when done save the file as either .csv or .txt (i.e. save it as “prices.csv” or “prices.txt”) without changing the original layout of the excell file (i.e. do not change column titles, do not delete rows etc). Finally return to backoffice “Prices” page, click on “Browse” button and select the location of the new file (“prices.csv” or “prices.txt”) click ok and then click on “Import” button. If you did everything right you will receive a message that import of the file succeeded and you will notice the product prices were changed accordingly.
7.4. Product statistics
7.4.1. Overview. This page allows you to see how many orders have been placed for products sold at your stores. It will help you get a good impression of your marketing efforts and price level and adjust them if needed to get better conversion rates.
7.4.2. Displaying statistics. To search through the statistics, you have to click on the ”Product stats” link on the Products section on the main page. When you have completed the needed fields, click on the „Search” button and results will be displayed. You can search by store, product id or product name and sort the results according to your wish.
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Chapter 8
Campaigns 8.1. Campaigns
8.1.1. Overview. This is an important feature to help you with your marketing efforts. You can create and manage campaigns, which help you track the source of orders placed, track visitors to your website.
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8.1.2. Adding a new campaign. To add a new campaign, click on the ”Campaigns” link in the Campaigns section on the main page. Then, click on the ”Add a new campaign” and you will be brought to the page that allows you to add a new campaign. Let’s assume you advertise on Lycos and want to add a campaign to track the results. On the “Add Campaign” page you have to select the store that you advertise on Lycos and choose a name for the campaign (easiest would be to name the campaign simply “Lycos”). When done you must click on “Submit” to create the new campaign.
8.1.3. Searching campaigns. To search through the company’s campaigns, click on the ”Campaigns” link in the Campaigns section on the main page. This will bring you to the next page. Here, you can enter the desired search criteria and press the ”Search” button. This will bring up the results. You can search all campaigns for all stores or for a certain store or check just one campaign by entering its name in the “Campaign name” field.
8.2. Campaign keys
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8.2.1. Overview. This feature allows you to split campaigns into smaller units called campaign keys, in order to track your marketing efforts in detail.
8.2.2. Adding a new campaign key. To add a new campaign, click on the ”Campaign keys” link in the Campaigns section on the main page. Then, click on the ”Add a new campaign key” and you will be brought to the page that allows you to add a new campaign. For example, let’s assume that you have created the campaign called “Lycos” as described at 8.1.2. and want to track what products sell best through your Lycos marketing campaign. In this case you may want to create “Campaign keys” for each product that you advertise on Lycos. On the “Add Campaign key” page you need to select the store that you advertise on Lycos in the “Store” field, the campaign called “Lycos” (created at 8.1.2.) in the “Campaign” field and a name you wish for the “Campaign key name” (easiest would be to name the campaign key after the product name, i.e. “Tramadol”, “Fioricet”, etc), then click “Submit”. What you have accomplished so far is the premises for keeping track of orders, clicks, views for Tramadol, Fioricet, etc coming from your Lycos advertising campaign. In order to actually keep tracking of your marketing campaigns you will need to implement the tracking codes in your links, as described bellow at 8.3.
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8.2.3. Searching campaign keys. To search through your campaign keys, you will have to click on the ”Campaign keys” link in the Campaigns section on the main page. This will bring you to the next page. Here, you can enter the desired search criteria and press the ”Search” button. You can search campaign keys by store, campaign or by entering the campaign key name.
8.3. Building your links to include campaign tracking
Making use of the same Lycos example as above, in order to enable the tracking of your marketing efforts you need to adjust your website’s links. Let’s further assume your website is www.my-pharmacy.com and for this website you advertise Tramadol on Lycos.
If clicking on your ad opens your website’s home page, then the correct link for your Lycos ad would be:
http://www.my-pharmacy.com/?&c=lycos&ck=tramadol , where “c” stands for the campaign, “lycos” stands for the campaign name created at 8.1.2. , “ck” stands for the campaign key and “tramadol” stands for the campaign key name created at 8.2.2.
If clicking on your ad opens the product page (in our example tramadol page), then the correct link for your Lycos ad would be:
http://www.my-pharmacy.com/tramadol.php?c=lycos&ck=tramadol
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Chapter 9
Affiliates 9.1. Affiliates
9.1.1. Overview. This feature allows you to list all your affiliates for all your stores.
9.1.2. Searching affiliates. To search through affiliates, click on the ”Affiliates” link in the Affiliates section on the main page. On the next page, enter the search criteria in the corresponding fields and click ”Search”. You can search your affiliates by store, full name, email, or type of affiliation (affiliates having their own store or affiliates linking to your store). The results display the name, email address and the date of last login to the backoffice.
9.1.3. Adding a new affiliate. You can also manually add affiliates for your stores (this option is similar to signing up from your website’s affiliate page). Please be careful using this option as some information is sensitive and cannot be changed if entered incorrectly. To add a new affiliate with the backoffice system, just click on the ”Affiliates” link on the Affiliates section on the main page. On the next page, click the ”Add new affiliate” button. This will take you to the next page, where you will be able to fill in the necessary
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data, thus creating a new affiliate. When you are done, click on the Submit button and the changes will be saved.
9.2. Payouts
9.2.1. Overview. The payouts feature allows you to display and manage your MLM program payouts, that is the commission your affiliates earn for reffering orders to you.
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9.2.2. Searching payouts. To search through payouts, click on the ”Payouts” link in the Affiliates section on the main page. On the next page, enter the search criteria in the corresponding fields and click ”Search”. You can serach payouts by store, payout type and payout subtype.
9.2.3. Modify payouts. On the results page you must tick the box next to the payout you want to change and click on “Details” at the bottom of the page. On the “Update Payout” page that opens you need to select the store, enter the MLM level the payout applies for, choose the payout type and subtype and finally enter the amount you desire. When done click “Submit” to apply changes.
9.2.4. Adding a new payout. On the “Payouts” main page you must click on “Add a new payout” and proceed the same way as described above at 9.2.3.
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Related Documents
Affiliate Manual
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Affiliate Treasures
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Affiliate Agreement
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Complaint. Pdf.source.prod Affiliate.84
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Twc Invitation Affiliate
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