Affiliate CRM Integration
by Viindoo
| Lines of Code | 555 |
| Technical name | viin_affiliate_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_affiliate_crm |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Affiliate Management Viindoo Base Viindoo Accounting |
| Extensions | Affiliate Website CRM Livechat Integration Affiliate Sale CRM Integration |
Which affiliate sent this lead
The affiliate code on leads and opportunities, so attribution starts before the sale does.
Affiliate CRM Integration (technical name viin_affiliate_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for affiliate manager, affiliate, finance, marketing.
At a Glance
The facts of Affiliate CRM Integration, version 0.1.0, in one place. Published by Viindoo.
How It Works
Three screens.
The pipeline
Which of these came through the programme.
One lead
The affiliate code, on the record from the start.
The codes
What the attribution is matched against.
What You Get
Affiliate code on leads and opportunities
Pipeline filterable and groupable by affiliate
Attribution recorded at first contact
Travels with the record through conversion
No change to the CRM flow
Installed as a bridge when both apps are present
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Affiliate codes
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
The rules live in the affiliate app.
A record created without a code has none.
Payouts stay in the affiliate app.
Alone there is nothing to bridge.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Affiliate CRM Integration?
Affiliate manager
Sees the whole programme in one place.
Affiliate
Gets paid for what they actually brought in.
Finance
Pays against records, not claims.
Marketing
Compares the channel honestly.
Frequently Asked Questions
What does Affiliate CRM Integration do?
The affiliate code on leads and opportunities, so attribution starts before the sale does.
What does Affiliate CRM Integration not do?
It does not compute commission by itself. The rules live in the affiliate app. It does not attribute retroactively. A record created without a code has none. It adds no payout flow. Payouts stay in the affiliate app. It needs its two apps. Alone there is nothing to bridge.
Who is Affiliate CRM Integration for?
Affiliate manager: Sees the whole programme in one place. Affiliate: Gets paid for what they actually brought in. Finance: Pays against records, not claims. Marketing: Compares the channel honestly.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_affiliate, crm. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Affiliate Management (viin_affiliate): The programme itself. With Sales (viin_affiliate_sale): Affiliate codes on sales orders. Multi-level (viin_affiliate_multi_level): Commission down a referral tree.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_affiliate_crm; pre-sales questions go to sales@viindoo.com.
See Affiliate CRM Integration in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_all_leads
Need help with Affiliate CRM Integration?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- Attribution follows the 17.0 models of both apps.
Installation
- Navigate to Apps.
- Search with keyword viin_affiliate_crm.
- Press Install.
Instruction
Instruction video: Affiliate CRM Integration
1. Link leads/opportunities with affiliate code.
On the leads/opportunities view, add the Affiliate Info tab to record the affiliate's code to help you identify which leads/opportunities comes from. This affiliate code will be recorded with the following two cases:
- The system automatically recognizes the corresponding affiliate code if the leads/opportunities arises from the affiliate marketing activities on the Website. To use this feature you need to use the module Website Affiliate.
- On each lead/opportunity, the user will proceed to select the affiliate code.
2. Statistics of related leads/opportunities on Affiliate Code.
3. Add the criterion Lead Count on the affiliate effectiveness report.
Navigate to Affiliate > Reports > Affiliate Effectiveness Report then select the measures as Lead Count to view the leads/opportunities analysis report generated from an affiliate program over a specific period of time.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
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