Purchase Management

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About Purchase Management

The Purchases area of LeadDyno gives you a critical view into how your affiliate program contributes to your bottom line. We start by presenting an Affiliate Only toggle - so you can see the impact your affiliate program is making on your purchases (number) and sales (amount). From there, you can now see trends and compare sources and dig into the details you need to make business decisions. We'll take you through the specifics below. 

Viewing Purchases

You can find your purchases in the Reporting tab, under the Purchases section.

At the top of the screen, you're presented with a date range and Affiliate Only toggle. Set a date range to view your purchases (number) and sales (value) for the selected date range. See how it compares to the past range, and how your different sources contribute to your bottom line. Hover over the pie charts to see more details. The date range will be applied to all aspects of the screen including if you generate an export. 

The new “Affiliate Only” toggle gives you a chance to look at all your purchase (numbers) and sale (value) data driven directly from your affiliate program. Toggle it off and you can see the full picture of your purchases and sales across all sources. Now more than ever you can truly see the impact your affiliate program is making on your business.

The top view on this Purchase screen shows you a visual of how your sources are contributing to your overall revenue. Your sources include your affiliates, any campaigns you have set up, and "other" which is made up of purchases that are manually entered or direct purchases. You can see how the current date range compares to the previous one by noting the small numbers in either green (an improvement) or red (trailing where you were in the same previous date range).

This trending graph gives you a quick glance at how things are progressing. View your purchases against sales and overall vs affiliate driven. You can simply click on the legend to remove or add items such as 'Overall Purchases' 'Affiliate Purchases' 'Overall Sales' and 'Affiliate Sales'. 

The All Purchases Table provides you with the details you need to make decisions. You can sort columns, search for specific emails, purchase IDs, or even SKUs (if used).

To view the full purchase details, click on the ID of the purchase, and you will be taken to a screen that shows the full details, along with editing capabilities.

Creating Purchases Manually

Whilst our purchase tracking is designed to receive data from our integrations (JS API or REST API), you can also manually create purchases in the dashboard. To do so, click on the Create purchase button from the top-right corner as shown below.

This will take you to the following screen, where you can fill in the details of the purchase.

A corresponding commission will automatically be generated for the newly-created manual purchase if a referring affiliate has been added and there's an active commission plan that would apply to the manual purchase.

Editing Purchases

When you are in the full view of a purchase, as shown in Viewing Purchases, you will see an edit button at the top. If you click on that, you will be able to manually change some of the purchase details.

Recalculating Commissions

After editing a purchase, or changing a commission plan, you may want to recalculate the commissions.

Add a description to your Commissions

You can add more details to a manual commission to allow you to offer a better description of each commission. To do this, you will have to:

  • Navigate to an affiliate and find the commissions tab. Then, from the actions menu, click on Add Manual Commission.

  • In this next section, you will add your commission details, and you'll see the description field at the bottom. Add the description and click 'Create commission' to save your changes.

  • If you click on “details” after creating the commission, you can view the full page view which will show the description at the bottom.

Purchase Approval

When using our JS API, purchases are not automatically approved, for security reasons. You can change this by enabling/disabling auto-approval as shown below. It will then ensure that the status of new purchases shows as approved.

You can approve/reject/cancel purchases in one of two ways. The quickest way is to select the check-boxes of the purchases that you want to modify, and then to use the controls in the actions menu as shown below.

You can also click on a purchase's ID to view it in full-page view, where you can use the buttons at the top to approve/reject/edit/cancel, and so on.

Cancellations, Returns, and Refunds

If you are using one of our integrations, cancellations, returns and refunds will change the purchase status to "canceled". This will also cancel any outstanding commissions. You can also manually cancel purchases as shown below.

Exporting Purchases

You can export purchase data into a spreadsheet by clicking the Export to CSV button. Any selections you've made on the screen (i.e. Affiliates Only toggle, selecting a specific purchase status or date range) will be pre-selected for your export. You can update your export criteria from the export window. 

Still have questions? As always, are here to help. Contact us at any time and our Support team will be there for you.