QuickBooks integration syncs contacts and invoices with your CRM, automating tasks like creating sales receipts and review requests upon payments. It ensures seamless accounting by updating customer records and invoices between Social sync ollective and QBO.
Setting up an affiliate product follows the same steps as any product within a funnel or website. You need a domain and a product setup. After that, move to 'Affiliate Manager Campaign Settings' to filter down to the specific product and funnel/website. Pre-requisites include domain setup, adding products, and handling memberships.
Affiliate payouts involve distributing earnings to affiliates for each sale they generate. Payouts go through several statuses: Pending (awaiting approval), Approved for Payout (ready for payment processing), Paid (completed payments), and Denied Payouts (rejected payments). Payouts are generated monthly, and commissions earned through sales contribute to the payout amounts. Affiliates earn commissions based on the percentage set for each campaign they promote. The process ensures accuracy and allows for handling refunds and other issues before finalizing payments.
To set up your first affiliate marketing campaign, configure the campaign under the Affiliate Manager tab by clicking on the '+Add' button and then 'Create Campaign'. Essential values include Campaign Name, Funnel/Website URL, Products, Affiliates, Commission percentage, Payout frequency, and Cookie Life. This ensures a structured flow from start to finish, tailored to your business goals.