Thank you for choosing OSI Affiliate Software!


To get you started, we've provided you with a video tutorial and the step-by-step process below.

This detailed video and the instructions below show you the steps required for setting up your affiliate program.



Software Integration

Step 1. Click on Set Up Software from your admin dashboard.

Step 2. Click on Get Thank You Page Code link or click on Request Software Integration link and we'll do the integration for you for free.

Step 3. After clicking on Get Thank You Page Code link, it will take you to another page. Select your shopping cart from the list and then follow the instructions. If you do not find your shopping cart from the list, choose General and it will work on most shopping cart systems. 

Step 4. Once you're done with the integration, test your affiliate program by checking out our video about testing.


Setup / Customize Dedicated Sign Up Page (Option 1)

You can create a dedicated page for your affiliate to sign-up. To set it up, follow the steps below.


Step 1. From the Admin Dashboard, click "Configure Sign up Page".



Step 2. From here you would be able to choose whether to copy the affiliate sign up page link, customize, or view sign up page.



Step 3. On the same page, click on "Customize".




Step 4.You will be on Page Details tab. You will be on Page Details tab. Here you can upload your Logo or paste a logo link. Below that, you can modify the Left side Heading & Text and modify the Text on the right Side Text Area as shown in the Sample above.




Step 5. After updating Page Details, you need to click on "Configure Form fields" to add new Fields or Update existing Fields/Positions


Setup / Customize Embedded Sign Up Page (Option 2)

Underneath is one of our client's site and they have created a whole affiliate program navigation system, by using our integration option they integrated the signup form into their website instead of using our linked signup page. They did this because they wanted to have the whole sign up experience integrated within their site. We have this capability as well for you within the program and you can do that by following simple steps below.



Step 1. You need to login to your Admin control panel and click Set Up Software.



Step 2.  Go to Settings and then click on Show Advanced Settings.


 


Step 3. At this page scroll down and you will see Integrate registration form into your existing website in this click on  Learn More.


 


Step 4. It will Take you to next page where it says Integrate with Website and down there you will see different optional buttons First Click at integrated Affiliate Sign Up page with my Web Site.


 


Step 5. Now you are at Manage Sign Up Form Pages. Now click Create New Form.


 


Step 6. Here you need to Fill up required fields and Click Add.


 

Step 7. After Adding you will Get a snippet of Code which will look like this and you can simply integrate it into any page of your website.


 


Step 8. This time you need to select Integrate Login Page with My Website and with the rest of the processes remain the same.


 


Step 9. Once you click on Integrate Login Page with My Website  you will get a new page in this Click on Create New Page.


 


Step 10.  Under Add Login Page enter the Page Name and If your affiliate users enters the wrong login information then forward them to this page: and then click on Add.


 

Step 11. After Clicking Add button you will again get snippet of code for your login page, which you can easily integrate to your website.




Paying commissions

When an affiliate refers a sale to you from their affiliate link the sale gets tracked and recorded by our system and an invoice gets opened up and the sale gets added to it. 

As other sales come through from that affiliate, the sales will get added to the same invoice as long as the invoice is open. When you close the invoice, if other sales come through, another invoice will be created and all subsequent sales will get added to it.

When you go to view invoices, you can mark them as Needs to be paid, Has been paid or Closed. This will help with your organization.


OSI Affiliate Software lets you pay your affiliates directly from your admin page via PayPal. For this to work, make sure that your registration page requires PayPal email address.


Step 1. Go to Rewards section on your admin dashboard.


Step 2. Click on Manage Invoices and click on Search Invoices button. By doing this, it will prevent you from paying on Closed invoices.


Step 3. Select Unpaid for the Payment status and click on Search.

Step 4. You will be taken back to the list of invoices that are still Open. 

Scenario 1 - Pay individual invoices

Step 4.1.1. Click on the blue pencil icon to view the invoice

Step 4.1.2. Shift-Click on Pay using Paypal button.


Step 4.1.3.  You will be redirected to either login to your PayPal account or pay using your debit or credit card. After making a payment go back to your admin page and click Mark as paid button

Scenario 2 - PayPal Mass Payment
Note: To pay using the Paypal mass payment feature, you need to contact Paypal to see if they can enable this feature for your Paypal account.

Step 4.2.1. You have the option to select all invoices by clicking on the header checkbox, or check the box for individual invoices.


Step 4.2.2. Scroll down and select Create Paypal Mass Payment File and click Go. This will download a text file that you can use to upload on PayPal.

Step 4.2.3. After uploading the text file in PayPal, select Mark as Paid from the drop-down menu and click Go. This will close out all invoices that you just paid.


We also allow you to setup a minimum payout which will automatically close an invoice once the payout hits a certain amount. For example if you want to pay affiliates whenever their payout hits $500 you can set the minimum payout to $500. 


Follow the steps below to set it up.


Step 1. Go to Set Up Software from your admin page.


Step 2. Go to Settings and click on Show Advanced Settings.


Step 3. Sett the Minimum Payout Amount that mill mark the invoice as Needs to be paid and check on the box if you want to close the invoice once minimum payout is reachedScroll down and click on Update.



Promotional Options

Click on Resources from your admin dashboard to access Promotional Options.

Click on Learn More to utilize these free promotional options.

Easily Enroll All Your Customers

When you first get OSI Affiliate Software, one of the things that we recommend that you do is email all your customers and let them know that you just launched a referral program.


To make this easy for you to do we have provided an email template that you can use with your email newsletter provider. So if you have Mailchimp, constant contact or active campaign or any email mailing list system you can use this template.


Download the CSV file containing your customer email address and their first and last name from your email mailing list system. Upload it in the field provided and click Upload.


After you do these steps, your customers will get an email like the one shown below wherein they can just click on Start Earning Commissions Today button.


After clicking the button, they'll be taken to a special sign-up page to provide a password for their user dashboard before they start promoting your business.




Directory Listing

Get listed in our to ranked affiliate directory and recruit influencers and affiliate marketers from around the world.

Just fill out the form and click Add My Company button.



Promotion on Our Blog

We are now offering all OSI Affiliate Customers the opportunity to get featured on the OSI Affiliate Software blog for FREE! This is a great opportunity as we have a high authority blog wherein we can feature your company and your use of our software. This is an excellent way of promoting your business and inviting more people to join your affiliate program.


Just fill out the form and click Add My Company button.



Thank You Page Pop Up Survey

This bonus tool is a great way to recruit every customer that orders from your store into your referral program if they have a positive experience in your store.  You can offer them an incentive if they answer one question survey.


To get this powerful bonus tool set up for your account, please schedule a meeting with our Customer Success Team.



Here's what it looks like



If your customer clicks the Rate Us Now button, they will be prompted to take a  Survey as shown here:



If someone rates a 9 or 10 you can have them automatically signed up for your referral program and then you can ask them for a review on any site like Facebook or anywhere you get reviews in exchange for another reward like a $10 Amazon gift card or anything that you decide as shown here.



Unfortunately, not every customer will rate you a 9 or 10, so if someone rates you between 1 - 6 you can just ask them why and ask them if they would like a call from a manager as you can see here when I selected 2.







Transactional Emails

Did you know that your order transaction emails have the highest open rate of any emails? For this reason, we highly recommend that you add a link to your affiliate program in these emails.


In this example with Shopify, follow the steps below on how to set it up.


Step 1. Login to your Shopify admin panel and click on Settings.


Step 2. Click on Notifications.


Step 3. You can select which Transaction emails you would like to put a code for your affiliate link. Just click on these links.


Step 4. Add the code below in each Notification email.

<a href="http://arlentest.ositracker.com" style="text-decoration:underline;" target="_blank" >Sign up for our Referral Program</a> and earn a 20% commission on all referred sales Today.

</center>

Note: Replace arlentest with your actual ositracker URL.


Once you've added this code, it would look like this.