167.78

v 16.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Invoicing (account)
Calendar (calendar)
Contacts (contacts)
Community Apps Dependencies
Lines of code 7489
Technical Name viin_affiliate_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/viin_affiliate_crm
Versions 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Discuss (mail)
Invoicing (account)
Calendar (calendar)
Contacts (contacts)
Community Apps Dependencies
Lines of code 7489
Technical Name viin_affiliate_crm
LicenseOPL-1
Websitehttps://viindoo.com/apps/app/16.0/viin_affiliate_crm
Versions 15.0 16.0

Description

This is a bridge module between the Affiliate app and the CRM app, allowing Businesses to easily categorize and track leads/opportunities coming from affiliates.

Key Features

  • Add Affiliate Info tab on each lead/opportunity created, supporting easily recording leads/opportunities coming from the affiliate on the view of the CRM app.
  • Add Opportunity smart button, supporting quick statistics of leads/opportunities quantity with the corresponding affiliate code on the Affiliate app.
  • Add Lead Count criterion in the Measures of Affiliate Effectiveness Report on the Affiliate app, supporting analysis and evaluation of the implemented affiliate marketing program’s effectiveness.

Editions Supported

  1. Community Edition
  2. Enterprise Edition

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.
Link the Affiliate code on the opportunity

2. Statistics of related leads/opportunities on Affiliate Code.

Statistics of related 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.

Add the Lead Count criterion on the affiliate effectiveness report
Odoo Proprietary License v1.0

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.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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