Affiliate CRM Integration
by Viindoo
| Lines of Code | 167 |
| Technical name | viin_affiliate_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_affiliate_crm |
| Read description for | v 16.0 v 17.0 |
| Required Apps | CRM (crm) Discuss (mail) Purchase (purchase) Invoicing (account) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Affiliate Management Purchase Customization |
| Extensions | Affiliate Sale CRM Integration Affiliate Website CRM Livechat Integration |
Demo video: Affiliate CRM Integration
Description
This is a bridge module between the Affiliate app and the CRM app, allowing Businesses to easily categorize and track leads/opportunities coming from affiliates.
Key Features
- Add Affiliate Info tab on each lead/opportunity created, supporting easily recording leads/opportunities coming from the affiliate on the view of the CRM app.
- Add Opportunity smart button, supporting quick statistics of leads/opportunities quantity with the corresponding affiliate code on the Affiliate app.
- Add Lead Count criterion in the Measures of Affiliate Effectiveness Report on the Affiliate app, supporting analysis and evaluation of the implemented affiliate marketing program’s effectiveness.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_affiliate_crm.
- Press Install.
Instruction
Instruction video: Affiliate CRM Integration
1. Link leads/opportunities with affiliate code.
On the leads/opportunities view, add the Affiliate Info tab to record the affiliate's code to help you identify which leads/opportunities comes from. This affiliate code will be recorded with the following two cases:
- The system automatically recognizes the corresponding affiliate code if the leads/opportunities arises from the affiliate marketing activities on the Website. To use this feature you need to use the module Website Affiliate.
- On each lead/opportunity, the user will proceed to select the affiliate code.
2. Statistics of related leads/opportunities on Affiliate Code.
3. Add the criterion Lead Count on the affiliate effectiveness report.
Navigate to Affiliate > Reports > Affiliate Effectiveness Report then select the measures as Lead Count to view the leads/opportunities analysis report generated from an affiliate program over a specific period of time.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
