Tracking solution for offline referrals

5 replies
Hey,

I was asked to find a offline referrals tracking solution for a carpet cleaning service provider.
The way it will work:
  1. affiliates will send customers to us, mainly by phone.
  2. The customer will give us the referrer code or name.
  3. We will add his information into our current CRM program.
  4. After the service is done, the referrer will get his commission.

We want to let the referrer (offline affiliate) an easy way to track his referrals. He should be able to log into his affiliate account and see a complete log: customer name, address, and amount of commission he will get when the job is done.
It's also important that we can change the job status from open to closed, because we only pay the referrer AFTER the job is done (and not when customer is booking the service)

I tried to use IDevAffiliate, but it's too complicated for our use (we don't have online affiliate program) and secondly, it lacks the option for affiliates to track their commission by name of customer, only by order number (which is fine for us, as we have it in our CRM, but the affiliate have nothing to do with it)

Do you guys know of any solution which suits our needs?

I hope i was clear enough in my post, ask if you need clarifications.
Thanks!
#affiliate #offline #referrals #solution #tracking
  • Profile picture of the author Sandra Martinez
    It looks like you need a task management system...

    I don't know how to do it from word press... but from Joomla I would try:

    Thinkery ProjectLog - Joomla! Extensions Directory

    Sandra
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  • Profile picture of the author Gary King
    Integrating whatever you choose and your CRM will be the challenge. You'll likely either extend the CRM by writing custom code, or you'll be entering customer info into two systems (the CRM and the affiliate tracker).

    Just my 2 cents but I would be *VERY careful* about this statement:

    Originally Posted by itailulu View Post

    We want to let the referrer (offline affiliate) an easy way to track his referrals. He should be able to log into his affiliate account and see a complete log: customer name, address, and amount of commission he will get when the job is done.
    If I clicked a banner ad or something, had my carpets cleaned and all of the sudden found out my full name and home address were available to the affiliate, I wouldn't be too pleased. That's a privacy issue.

    You're also giving away your customer list (or parts of it) to each affiliate. Typically that's held close to the vest.

    All success,

    Gary
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    • Profile picture of the author MISsupport
      Found this below that do offline tracking. Read the info to see if it fits your need.

      Referral Rewards Program
      nextbee dot com

      Like Gary, I think you show to much to affiliates. Do like ClickBank and show the name so that affiliates know you are honest when they see a friend's or colleague's name they referred.

      P.S. Too new to post a link :p
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      • Profile picture of the author itailulu
        Steve, I can't see how nextbee is different than idev. They are both too complicated for our needs, and lacks the small features that we really need.
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    • Profile picture of the author itailulu
      Gary,
      we won't make any online referrals, only offline! meaning that the "affiliate" already knows the client (he will give him our flyer) and client knows the referrer...
      About the CRM integration, it really doesn't have to be integrated, just need a solution that lets you add more info fields about the referred customer order.
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