Affiliate Website CRM Livechat Integration
by Viindoo
| Lines of Code | 340 |
| Technical name | viin_affiliate_website_crm_livechat |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_affiliate_website_crm_livechat |
| Read description for | v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Invoicing (account) Discuss (mail) eCommerce (website_sale) Calendar (calendar) Website (website) Live Chat (im_livechat) Contacts (contacts) |
| Included Dependencies | Affiliate Management Website Affiliate Viindoo Base Sales with Affiliates Viindoo Accounting Affiliate CRM Integration |
Leads from live chat and website forms keep the affiliate
When a visitor who came through an affiliate link becomes a lead - from a live chat or a website form - the lead carries the affiliate code.
Affiliate Website CRM Livechat Integration (technical name viin_affiliate_website_crm_livechat) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for marketer.
At a Glance
The facts of Affiliate Website CRM Livechat Integration, version 0.1.0, in one place. Published by Viindoo.
How It Works
Auto-installed; nothing to configure.
Lead
From the landing page.
Leads
Filtered.
Code
Its links.
What You Get
Affiliate on leads from chat
Affiliate on leads from forms
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.
Set by the link.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Affiliate Website CRM Livechat Integration?
Marketer
The lead is credited to the right affiliate.
Frequently Asked Questions
What does Affiliate Website CRM Livechat Integration do?
When a visitor who came through an affiliate link becomes a lead - from a live chat or a website form - the lead carries the affiliate code.
What does Affiliate Website CRM Livechat Integration not do?
The visitor must carry the affiliate cookie. Set by the link.
Who is Affiliate Website CRM Livechat Integration for?
Marketer: The lead is credited to the right affiliate.
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_website, viin_affiliate_crm, crm_livechat, website_crm_livechat. Odoo installs them with it.
How do I set it up?
Auto-installed; nothing to configure.
What works well with it?
Affiliate Website (viin_affiliate_website): Required. Affiliate CRM (viin_affiliate_crm): Required.
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_website_crm_livechat; pre-sales questions go to sales@viindoo.com.
See Affiliate Website CRM Livechat Integration in Action
Live demo: v17demo-int.viindoo.com/web#action=crm.crm_lead_action_pipeline
Need help with Affiliate Website CRM Livechat 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
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword viin_affiliate_website_crm_livechat.
- Press Install.
Instruction
Instruction video: Affiliate Website CRM Livechat Integration
To be able to use the feature of this module, you need to install the Affiliate Management <https://viindoo.com/apps/modules/17.0/viin_affiliate> app and Website Affiliate so that partners can register as affiliate with your business. On the Affiliate app, each affiliate will have a unique code.
Affiliates can create links (called affiliate links) and share for customers to visit your Website homepage.
Customers who come to your website can leave contact and become your lead/opportunity. And if these leads/opportunities are successful, you need to know which affiliate created it to be able to split the commission.
So in this article, we will show you how to use this module to automatically attach affiliates to the leads/opportunities generated by their shared links.
1. Attach the affiliate code to the opportunity using live chat
- Step 1: Users access the website through the affiliate link of the collaborator. Then click Chat online consultation in the bottom corner of the screen to display the chat box with the system administrator.
- Step 2: User sends message in chat box. At this time, in the Discuss app, the Administrator will also receive the message.
- Step 3: The Administrator uses the /lead syntax to create a lead/opportunity right in the conversation. Then navigate to ththe CRM app, click on the lead/opportunity you just created and then select the Affiliate Info tab. The user will see the affiliate code that was automatically attached.
2. Attach the affiliate code to the opportunity by using Contact on the Website
- Step 1: First, the Administrator need to create sales teams in the CRM app and configure in Settings > Website > Communication.
- Step 2: The user communicates with the administrator through the Contact form on the Website. The system will then automatically generate a related lead.
- Note: To be able to generate leads from the Contact form, the Administrator navigate to Website > Edit, select the Send button in the Action field and select Create an Opportunity.
- Step 3: Navigate to CRM > Leads and click on the lead created in step 2. At this time, you will see the affiliate code automatically associated with the lead in the Affiliate Code field in the Affiliate Info tab.
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