How to work with the affiliate account. Regulations.
2.1. Partner registration via link https://message.help/app/login/?status=reg&type=partner After registration and meeting with the manager of the partner department, the status of PARTNER is assigned and the ID is changed from A123456 on P123456
2.2. After registration, important sections for a partner
Affiliate - 4 tabs are available in this section.
2.2.1.My clients
Add a client
Next for the client - CREATE A PROJECT
Click the buttons - go to project settings - the partner assembles the project constructor
Next, authorize the channels
Knowledge Base Article https://message.help/faq/message_help/qr_code/
The project is authorized.
Depending on the integration, check your project settings.
SRM
Altegio - setting up templates https://message.help/faq/altegio/reviews/
Bitrix-https://message.help/faq/bitrix24/integration_bitrix24/
Amo/Commo-https://message.help/faq/amocrm/integration_amoCRM/
2.2.2. Affiliate - My Clients - Status and expiration date of the client’s project subscription
2.2.3 Referral
All referral clients (who registered with your promotional code) will be displayed here.
Information on the terms and amount of subscription is also available.
Promotional codes/links/invitations/QR code for registration - create by clicking the button - create invitation.
You can create several invitations, for example, if your company has several managers and it is important for you to separate their sales. Or you have different advertising companies and it is important to track their effectiveness.
When a client registers using a referral link/invitation, the client receives 5 euros to his balance.
2.2.4.Withdrawal of partnership balance
To withdraw your affiliate balance, the minimum requirement is 50 euros.
The partnership balance is withdrawn at the end of the reporting period. (To card / to account - methods are discussed)
2.2.5. How to pay for a client's project?
1. Top up the balance of the partner account (section My tariff - on the right - top up the balance)
Next - Select the client’s project and debit the payment from the partner balance, the discount is calculated automatically.