Selecting the REFERRERS tab on the Ecommerce screen displays the Referrers screen, as shown in the following illustration. This screen displays a list of individuals or companies that have been referred as potential customers of the eLeaP system on a Referrers list, and shows the Name, Email, Commission, KEY and Date Created details for each Referrer on the list.
Adding a Referrer
Selecting the [ADD REFERRERS] on the Referrers screen displays the Add Referrer screen, as shown in the following illustration. Follow the steps below to successfully add a Referrer to the system. Please note that the Key is a system-generated value.
Enter a First Name for the new Referrer in the First Name field.
Enter a Last Name for the new Referrer in the Last Name field.
Enter an Email Address for the new Referrer in the Email field.
Enter a Phone Number for the new Referrer in the Phone field.
Enter a Fax Number for the new Referrer in the Fax field.
Enter a Street Address for the new Referrer in the Address field.
Enter a City Location for the new Referrer in the City field.
Enter a State/Region location for the new Referrer in the State/Region field.
Enter a Zip or Postal Code for the new Referrer in the ZipCode field.
Enter a Country Location for the new Referrer in the Country field.
Enter a Web URL for the new Referrer in the Web (including http://) field.
Enter a Commission Percentage for the new Referrer in the Commission (%) field. You are required to add a value within this field; it cannot be left set at 0.
Click [SAVE] to create the new Referrer.
As shown in the following illustration, the Referrer has been added to the Referrers list on the Referrers screen
Selecting the REFERRERS PERFORMANCE tab within the Ecommerce screen displays the Referrers’ Performance screen, as shown in the illustration below. Each line on the Referrers list displays the Name, Email, Commission, Total Amount and Ref Com details for that Referrer.
Exporting Referrer Performance
Selecting the Export to Excel link on the Referrers’ Performance screen allows you to export this information to a local drive on your computer. As shown in the following illustration, you are provided with the option to either Open or Save the file.
Selecting the PROMOTIONAL CODES tab within the ECOMMERCE group of tabs displays the Promotional Codes screen, illustrated below. Each Promotional Code on the Promotional Codes list displays the Promotional Code, Discount, Quantity, Expiration Date, Insert Date and Active/Inactive status details for that Promotional Code.
Adding a Promotional Code
Selecting the [ADD NEW CODE] link on the Promotional Codes screen displays the Add New Promotional Code screen, as shown in the following illustration. Use the steps below to successfully add a Promotional Code to the system.
Enter a name for the new Promotional Code in the Promotional Code field.
Choose if the Promotional Code applies to Courses, Training Paths or both
Enter a percentage value within the Value of Discount field to indicate the percentage off the standard price that the discount promises.
Enter a quantity amount within the Quantity field, if applicable, and leave this field empty if the quantity is unlimited.
Enter an Expiration Date within the Expiration Date field, either by entering that date manually or by using the Calendar icon to display the Calendar for selecting the date.
Click [SAVE] to save the new Promotional Code to the system.
Editing a Promotional Code
Clicking the edit link for a line on the Promotional Code list displays the Edit Promotional Code screen, as shown in the illustration below.Simply make any modifications to the Promotional Code, Discount Type, Value of Discount, Quantity and/or Expiration Date settings for the Promotional Code, and then click [SAVE] to save your changes to the system.
Deleting a Promotional Code
Selecting the check box for a Promotional Code on the Promotional Codes list and clicking the delete selected codes link, as shown in the following illustration, will remove a Promotional Code from the system.
The system displays a warning message before proceeding with the deletion, to ensure that is your intention. Click [OK] to proceed with the deletion or click [CANCEL] to cancel the deletion process.