Affiliate Software Management Demo: LeadDyno

Today we’ll run about 20 minutes in running time going over all the affiliate management features that we have. And I’m also going to cover some of the online marketing tracking features, things that I use LeadDyno for as well, such as tracking our pay-per-click campaigns and Google AdWords. So we’ll basically run through the whole gamut here.

If you do have questions, I’d love to hear them, so go ahead and you can type those in to the GoToWebinar panel at any time. If I can catch them on the fly I will do that, otherwise we’ll get to it at about 10:20 a.m. Pacific Time, 1:20 p.m. Eastern Time. So with that we’ll go ahead and get started.

So what we’re actually looking at here is my own affiliate signup form for another product that we use LeadDyno to basically run all of our marketing efforts for. This is going to be the quickest way to get affiliates signed up into the system. So this will drop them directly into your LeadDyno account. And if you’re already signed up with us, you’re going to have this link available. So it’s basically going to be your domain dot LeadDyno dot com.

Okay. So it’s going to be your domain dot LeadDyno dot com. This is going to be your signup page. This is something that you can customize. I’ll show you where to do that in a little bit. But this is basically the link that you can give to potential affiliates so they can sign up here on the left, and that’s going to drop them directly into LeadDyno.

Of course, you can also do it within the application itself. So you can also go to, under Affiliate Program here, and create a new affiliate. So if you’re talking to someone, or if they’re a higher-end, sort of like a more, I would say, premium re-seller-type person, I will often just set them up without them having to do anything. So we’ll do that here in the Create a New Affiliate form here. So this is where you can drop someone in.

And then the Affiliate Code field here is something that I like to point out to people as well. This is something that will give people sort of like a vanity link to your site. So it’s basically going to be your domain dot com slash and then a little hash and then it’s basically going to be their affiliate code. So I’ll show you a couple examples of this where I’ve used the affiliate code to either put in their name or their company name so it looks like a co-branded link.

And then the third way I want to point out to you to ramp up, capture new affiliates, we do have an affiliate invitation form here too, which you can put on your site. So that’s going to be under Tools and under Affiliate Invitations form if you haven’t seen this before.

Okay. So that website, you can edit that. That’s going to be under Configure Affiliate Website. And this is where you can put in your logo. This is where you can put in the colors. You can also imbed this into your site, so if you want to enable iFrame mode you can do that. So then instead of it being your domain dot LeadDyno dot com, this will actually be hosted on your site. So this is where you would do that. That’s under Configure Affiliate Website. If you have questions on a specific, you can just ping us on Chat Peer on the lower left or just send us an email to [email protected] and we can give you a hand doing that.

The quickest way to ramp up people would be with this affiliate page. Once they’re going the next thing I always tell people to do is go down to these automated affiliate emails and then set up these guys here, especially this one on affiliate signup. What this will do is when a new affiliate signs up with you, it will say welcome to your program, welcome to your affiliate program, it will have their affiliate link in there, and then it will also have the link to their affiliate dashboard which is where they can get back to not only the referral link but also get to all the cool stuff that you have available for them.

So that’s where you kind of get these guys going. So the nice thing about the automated email is it’s going to fire off as soon as they sign up. So again, it’s kind of a no-touch from your stand point. You can just sit back and field the replies that come back. So in the From field, I use my email address, you could use a generic marketing email address or the email address of your affiliate manager, whoever you want to handle sort of the affiliate relations. That’s where this can go back to.

Okay. So when your affiliates get going, they’re going to have, basically, they’ve got two key links. They have a unique referral link, which I mentioned before. So for example here, this is an affiliate link. And this code here, this is Lori’s affiliate code. This is the name of her company, RayNa Corp, so I gave her this as her affiliate code so it looks like a co-branded link. And then when Lori logs in to her affiliate dashboard, this link, this is basically one-click log in into the dashboard. So this takes her in and basically gives her everything that she needs in life.

So there’s an affiliate code here so this code can also double as a discount code. And we’ll pull this in from e-commerce sites like Shopify or Bigcommerce automatically, so if you have a discount code there and it’s used well then also we would assign that to Lori.

Here is her referral link and then here’s the one-click social sharing that’s very valuable in the affiliate dashboard here. So she can just click to share this via email. Basically just enters the email address of her friends and then writes the email out here. Now you have the ability–and I’ll show you where to do this in a minute–you have the ability to write this copy here and this basically gets Lori going. She can edit it, add to it if she likes, and then just send it off. Also, the URL here, when she sends this out it’s going to append her affiliate suffix on the end of it. So any URL in any of this stuff is going to change automatically into an affiliate link.

All right. So you’ve got the same idea with Twitter, LinkedIn, and Facebook. For example, let me click Facebook and I’ll show you how this looks like. So this is going to post out to Facebook. This is going to have copy that I, as the affiliate manager wrote, and then you’ll notice that this, again, puts in her affiliate link. So she can, Lori can add something, or if this is me sending it out I could add something here, and then click share and that’s going to go on the Facebook feed.

Okay. And then the progress. So this is going to show Lori . . . So again this could. . . . Very popular feature LeadDyno with affiliates themselves, because as soon as they use their link they can see their progress. So they don’t have to wait until the end of the month or the end of the quarter. It helps a lot with the trust issue in terms of them sending you traffic. They can instantly see that these are being registered.

So number of visits that they send to your site is going to be the first number here. So people who, you capture an email address for that they sent to you, that’s going to be the second number. And then the third one, of course, is going to be sales. And then the commissions we’re also going to track as you go.

So we’ve got currently doing upcoming commissions. So a commission could be upcoming if in your commission plan you’ve got a time delay, which is something that we do ourselves. We don’t necessarily always pay instantly. Sometimes we’ll make it a time delay to make sure that we don’t have to pay out refunds. So we’re only going to pay out on people who have stayed passed that initial refund period. And then Lori can also see what she’s been paid out. So she can see kind of what’s coming up, what’s due now and then what’s coming down the pike.

This is also where she can grab things like banner ads, so that’s going to be under the Marketing Materials tab. And these are, this is where you’re going to upload all of your banners materials. Basically you just upload the banner, link it to whatever page you want it to go–so it could be your home page or it could be a specific product page is fine–and then all Lori needs to do is, she can basically copy the html to her clip board, patch it off to her web guy, and then she can put these on her site and they will all have her affiliate link in there.

Okay, if she wants to create custom links to specific pages on her site, that’s where the Sub IDs tab is going to come into play. So basically just entering that URL in the URL field, hit Create Link, and then you see we’ve got different what we call Sub IDs or basically different affiliate links here and we’ve also got the stats on each one. So if she wants to play around with sending people to different pages on your site, that’s where you can do this too.

And then I allow our resellers, which is sort of our higher-end people, to manually enter leads. I don’t allow regular affiliates to do it. So this tab is visible for resellers only in our configuration of LeadDyno. So if you want to do something like this, you can set that up by affiliate type and I’ll show you how to do that in a minute. And basically this is going to allow people to add leads themselves.

So in Lori’s case, these are her clients. When she talks to somebody she can enter them in here. These people then go ahead and purchase from us. We will match that up. So we’re going to grab the email address basically from that e-commerce side and then if we get a match we’re going to match it up with Lori here.

Okay. So let me show you where to customize this stuff. So again, we’re going to be under the Affiliate Content tab. So again, that first Configure Affiliate Website, that one’s going to be for the signup page. That’s where you can customize the look and feel. Second tab down here is a Dashboard. The dashboard is where you can update the instructions. So these are going to be the instructions visible in that affiliate dashboard.

Number three is a Content Library. So going back to the dashboard here, these one-click social shares, so the copy that we had on the email, on the Facebook one-click, that all comes from here. So if you want to update the email, you can go in here into the primary.

So the primary stuff, that’s the stuff that you see right here. So this is the primary stuff, is the primary sharing. Okay. And this is where you update that. So you can edit this here and go ahead and then you save it and… You can also disable editing of content if you want to do that, but usually I recommend just leaving that on.

So here’s where you can update all the primary stuff. You can also add stuff to your marketing tabs. So for example the banner ads, you do that here. So you can add additional Facebook posts as well, additional tweets, additional features and such.

So here’s where you’re going to add all of that. So to add a banner for example, you go to Add Content, Add a Banner, and then just click the little picture. Basically upload a picture, you can drag and drop or choose the file.

Once you upload the picture then, second thing you just want to do is just link it. So just hit the link and then link it to whatever page you want it to go to. And then again, LeadDyno will take care of making the affiliate portion go. So you just, again, this is sort of the common theme, using the link [inaudible 10:34] affiliate portion.

Okay. Let’s circle back to the automated emails. So as Lori gets progress here . . . So I showed you on signups, so she got the initial email on signups. So as she gets progress, as she gets people who do come in – say someone signs up, someone purchases–you can have these emails go out then automatically to let her know.

So for example, once you send us a new lead you can send an email like this out saying: “Thanks for referring your colleague. We’ve set them up. If they do end up purchasing from us, you will get commission.” And again, here’s the link to your affiliate dashboard.

So we’ve got some email template variables in here. So these guys are going back to her unique . . . You can input her unique referral link if you wanted to here. I just send her back to the affiliate dashboard because that’s where she can get everything here.

So [inaudible 11:24] purchase. So the purchase email is very popular. So you can see you’ve got a new affiliate commission. [Thank you]. You can let them know who bought from you if you’d like, and you can do all that via the email. So again, cool thing is this is just all going to happen automatically as you go. And then the one final email under automated, there’s a weekly status email too.

So I recommend just turning them all on. We’ve got a little starter copy in there, so I would go in and just go ahead and enable these guys, create your emails, and then these will just go out and then you can just field replies from the affiliates. And the good thing about these is that you, obviously you send more of these to the affiliates who are selling more so that shows some engagement there.

Those are the people who are going to reply to you and then you can talk to them more. So I’ll field replies, people coming back, and then we’ll talk about what else we can do. Do we want to host a webinar together specifically for their audience? What else can we do to help that person promote us?

All right. And then the final little affiliate feature here in terms of communication is going to be the Affiliate Newsletter feature. And this is something . . . So about a month and a half ago I was at a trade show so I sent out a quick one. I just said, “Hey, we’re at booth 413 and if you’re at the show come by and say “Hi.” We’ll talk about other promotional ideas and even if you’re not at the show you can hop in your affiliate dashboard here. I’ve updated some copy for you so you can go in. We’ve got some new one-click stuff, some new banners and such. So you can use all of those. They all contain your affiliate link.”

So Affiliate Newsletter is going to be where you can email your affiliates and then they will also have access to deliver feed via email and then they’ll also have those archived here so it’s going to be under the Newsletter field in their dashboard. So this is where they can add in, they can see . . . So for example this is an older affiliate newsletter that I sent out. And I just sent out specific Facebook posts.

So these were just for that newsletter. So you can do that as well. You can just kind of keep changing it up. So that’s good for your affiliate who are very good about posting this stuff on social media regularly to mix up the content for them. So that keeps it all fresh.

All right. And then the most popular feature with affiliates of course is paying these guys out. And then that’s going to be under Pay Affiliate Commissions under Affiliate Program. So you click in here and then we’ve basically, you’re going to, as I mentioned, we’re going to accrue as these commissions become due. So personally I do a mix for our affiliates. I do a one-time commission. For our re-sellers, I do a recurring so our re-sellers will accrue as we go.

And you see Lori, this is, again, this is her $26.10 that’s due. And then we’ve got some future commissions that are due down here. And then when you want to pay, you just basically . . . We support PayPal, we support Dwolla, we support Coin Basis payouts, or you can payout manually. We also now support paying us credits if you want to use Web Hooks for that. So a bunch of ways to do it.

The easiest way and most popular is PayPal. So that’s a one-click out to PayPal. So just click the PayPal button when it’s going out to PayPal and then that’ll shoot them a PayPal payment and then it’s going to use the email address that they signed up with. Have them sign up with their PayPal email address and then this will just send that payment automatically directly to them. Otherwise, they may have to log in to PayPal with their other email address.

And I usually only pay out $50 or $100 at a time. So Sam I only owe $8 to, so I’m not going to pay that out this month. We’ll let that get to at least $50 before I pay him out. But I recommend doing this; you can do this about once a month. It only takes you a few minutes and sends your affiliates $50 or $100 at least or more and they feel good about it and then they’re motivated to keep working for you.

All right. So that wraps up the affiliate portion. Let’s get into some pay-per-click stuff and then we’ll take questions. So if you have questions now, you’re welcome to go ahead and type those in to the GoToWebinar questions panel as I hop into Google AdWords tracking.

So a tracking campaign is basically the same as an affiliate link. We just split it out so that you can track your other marketing activities in addition to your affiliate marketing efforts. Now, of course since we already have a LeadDyno plugged in to your site and your ecommerce tool and we already see your sales, we basically already have conversion tracking going for you. So all we need to do then is give you a new link to use in stuff like Google AdWords and then we do that with our tracking campaigns here.

So here’s how that works. You just go ahead, create a new link. It’s going to spit out something like this. You can use this as the target URL for something like AdWords or if you’re doing email sponsorships or Facebook, whatever, as long as this is the target URL, you’re good to go. Let me actually pull up my AdWords account. I’ll drag this over for you, and I’ll show you specifically where this goes.

So what I do, how you may have found us, if you found us through Google AdWords, it may have been an ad that looked like this. So for easy affiliate tracking, something like this. So let me show you the ads that I’ve got running here. So here is an ad running today. And I’ll go into edit and I’ll just show you.

This is the display URL, so this is what Google shows. So you’re probably familiar with this. And then this is the target URL. And this is a LeadDyno tracking link. This is actually old-school LeadDyno link, so it’s a different form now where it’s cleaner which is the hash.

This is how I’m able to track this. So this will track then this ad specifically to the lead and the sale. And then I can also see who specifically it was. So as you know, Google AdWords tracking, not that comprehensive so for here . . . And I know I’ve got one converted click. In our case this is someone who signed up for the free trial. So I’ve got a basic idea of that but if I come in to LeadDyno, I mean, I’ve got it all.

So I can see exactly who my leads were and who my customers were from this. And you’ll see some more from us coming up in terms of wrapping this into, pulling the value both of the revenue that you’re getting from this person and then also how much you’re spending on AdWords. So you’ll see more from us later on that.

But to be honest, for now I use this regularly. This is much more valuable than Google AdWords conversion tracking is for me. So to do this, you just go into Tracking Campaigns, create a new link, and then you’re off and running. And if you have questions on that, you’re welcome to just reply to the email that you received from me on the webinar and I’d be happy to elaborate on that.

And then final point is our, we do have follow-up sequences as well. So this can be used as your, I would say, email marketing follow-up tool. This is going to go out automatically. You can configure it to send up after somebody registers with you, after somebody purchases and after cancels. So you’re going to send out different emails in each case.

So for our new signup in LeadDyno’s case, we have a 14-day free trial, so you’re going to receive these emails from us over that, basically an initial 15-day period. So this is probably the first email that you’ve got from us. This is something that I set up in LeadDyno. It goes out. We send it on day zero so it goes out automatically to you. And then that’s got sort of your getting-started information and then we take it from there.

So I wanted to let you know this is available too. It’s free. It’s a good lead follow-up tool and it might be able to replace or augment something else you’re doing on the email market side.

All right. So with that we’ll go ahead and take questions. So you can go ahead and type those in to the GoToWebinar panel and we can get started.

The first question from a Shopify user: Can you show me how to set up Shopify in LeadDyno? I’d be happy to. All of our integrations are going to be under Settings, Manage Integrations, and then for Shopify and Bigcommerce, these are going to be under our Ecommerce Services.

So really easy. Just enter the URL of your Shopify store, click Connect-to-Shop, and you’re good to go. And then you’re going to have all of your visits, leads, and conversions coming in here. So that’s going to all be coming in to your dashboard. So it’s a one-click and then everything is going to be coming in.

Okay. And I see you’ve got lead sources for your other leads. Can you show me what those are? So let’s take this as an example, if I’m interpreting correctly. So for example our latest purchase here, LeadDyno does break down everything so this was not an affiliate, but I guess you can still see where this person came from.

So this was the referring site. I can kind of click through to pull that up. So then LeadDyno keeps track of it all. So we can see that this site sent us 55 visitors and then we’ve got this purchase here and we can see who that was. That’s going to be this person who just bought. Now I can also go to that link to see exactly what the site was.

And in the spirit of the internet and the global economy, of course, this is going to be German site that wrote about us, so a little bit of PR. And this shows . . . Yes, so we’re highlighted, we’re highlighted here right be Evernote, showing consider us for timekeeping and drop box and such. Cool little article, a little piece of PR that brought us our latest customer.

So the nice thing is that if you kind of go to your Leads tab here, you’ll be able to see the source of all your leads, not just those that came from the affiliate. Again, we’re already plugged into your website so we give you the comprehensive view of exactly where everyone is, exactly where everyone is coming from, how everyone finds you.

Can I integrate LeadDyno with MailChimp? Yes. Couple ways to do that. We actually do run LeadDyno with MailChimp. Actually let me pull up my other account here, and I’ll show you how that’s going. Again, this is going to be under Manage Integrations, Online Tools, and then basically you just connect us with MailChimp. So you’ll log in to MailChimp once and then you can select which MailChimp list to import your leads into. So there’s LeadDyno Captures Leads, you can say which leads you want these guys to go into.

Now an alternative, if you already have a MailChimp form on your site and it’s already plugged into a form, you can just have LeadDyno watch that form. And to do that we’ve got an option here. It’s under Tools and Tracking Code.

This little option that says Automatically Track Lead Forms, what this does, you’ll see it inserts this little bit of code here, LeadDyno.Autowatch. This is something that we wrote that allows us to watch something like a MailChimp form. So if you already have a form on your site you can just plug this code in and that’s going to watch this form.

Again, we’re happy to help you with the setup. So we’ve got, setup help is included with all the, all of our plans. Easiest thing is either just ping us on Live Chat and we can give you a hand with that.

Okay. And looks like that was it for questions. So if you do think of anything else, you’re welcome to hop on Chat. Any of the emails, again, that you got from me that were confirming the webinar, those will go back to me so you can just reply to any of those. If you have specifics, need to circle back on anything, happy to help, and I hope that we can hear from you soon. So thanks for joining me. And I hope that we can help you get things set up with LeadDyno.

More Recent Stories