The Sales section includes sales that have been referred. Only the paid and properly referred sales will be automatically forwarded from your Shopify to GrowthHero. To enter the section, click on the sales button.
After you enter the section, you will see the list of sales made in your shop.
You can see if the sale was made using a discount code of one of your partners. In this case, the customer was referred by Josh Little.
On the right side of the sale, you can see some numbers. The numbers on the bottom stand for total sale price, so how much was the sale, in this case, 44.1 USD.
The numbers above 2.21 USD stand for the total partner commission. It is the amount of money that your partner earned from that sale.
To get into more detail click on the particular sale.
After you click on the sale, you will be redirected into a more detailed sales panel. On the right side, you can see the Total Partner Commission and Commission From Sales.
The Sales Commission has been automatically approved because of the program setting which you can always change in the Programs section
However, you can always reject or approve the commission.
By doing that you take the commission off the partner's balance.
The balance after rejecting the sale commission.
After rejecting the sale commission you get the information that the partner commission has been rejected. However, you can always revert the process by clicking the Approve Sale Commission button.
The balance after approving the commission.
The left side of the sale's panel consists of the details such as the name of the partner affiliated with the sale, the program that he belongs to, and also the Shopify ID link that redirects you straight to the Sale's page on Shopify. You can also see the name of the customer that bought the product, the total sale price, as well as the full price of the product in the bottom rubric.
You can choose whether you want the sales to be approved automatically or manually by you for each of your Programs. To set it up, you need to enter the Programs section, select a program for which you want to change the setting and find the setting as shown below.
To create a tag you need to enter your partner's settings. There you will find the Partner Tag Matching section where you need to check the Tag matching enabled option and create a Tag name.
Once a tag is created you can use it via Shopify in one of two ways.
- Assigning an sale to a partner
If an sale wasn't referred to any partner but you would like to assign it later, you can do so using partner tags.
- Assigning a customer to partner
You can also use tags to assign a customer to the partner. Please mind that every sale from a tagged customer will be connected to the given partner.
Please find a manual on Tags provided by Shopify here.
You can export your sales from GrowthHero to a CSV file and include data like:
- Sale number (fixed)
- Partner email
- Total price
- Total commission
- Program name
- Customer email
How partners see the sales
Your partners can see some data of the customer who made a referred sale. These data include customer's: first and last name, email address and phone number. Thanks to the Sales visibility section in the program's settings you can hide most of the customers' data from your partners. If you would like, you can also hide any information about their referred sales with the Hide sales list option.
Note: This feature is only available in the Shopify version of the app
You can manually attach an sale to the affiliate with the Add Sale button. All you need to do is enter the sale number from your Shopify admin
- The sales are referred properly and paid, but I cannot pay out my affiliates.
Please check whether the Ready to Payout Balance is different than Balance below. You can see it in your partner's details as pictured below:
If so, check your Holding period and Minimum payable amount in the settings of the program to which the partner belongs:
The holding period is a setting that prevents you from paying out for an sale before a set amount of days has passed. The minimum payable amount says what is a minimum value of balance for it to become ready to payout. Please mind that changing these settings will affect only the sales made after the change. If you may find yourself in a situation where you need to make a payout for an sale that has already been made before the holding period is over, please contact us and we will do our best to help you.