Available actions in Performance rewards rules

Introduction

This guide provides an overview of the various actions that can be defined within the Performance Rewards feature. By default, only the Add bonus commission, Update user field, and Send mail to actions are available. However, if you utilize the Commission Groups or Forced Matrix feature, you can also define performance rewards rules to move affiliates between commission groups based on their performance or reward the original parent affiliate with a bonus commission. Activating these features unlocks additional actions: Put affiliate into commission group, Put affiliate into commission group (retroactively), and Add bonus commission to original referrer for every sale.

Add Bonus Commission

This action generates a separate fixed or percentage bonus commission for an affiliate when the rule conditions are met. The percentage bonus is calculated based on the commissions the affiliate earned within the time period defined in the rule conditions.

Example: Adding a bonus commission based on weekly performance
Performance Reward Rule: If the value of approved commissions in the current week is greater than $200, add a 2% bonus commission. If an affiliate earns $250 in commissions in the current week, the 2% bonus commission would be $5 (2% of $250).

Update User Field

This action allows you to set a value for a specific user field for the affiliate.

Example: Updating affiliate´s user field based on the all-time performance
Performance Reward Rule: If the value of approved commissions in all time is greater than $20,000, fill the selected user field with the defined value.

Put Affiliate into Commission Group

(Requires Commission Groups feature)
This action moves an affiliate from their current commission group to a specified commission group when the rule conditions are met. Commissions earned before the move remain unchanged. If you wish to change also previously earned commissions, choose the below retroactive action.

Put Affiliate into Commission Group (retroactively)

(Requires Commission Groups feature)
This action moves an affiliate to a specified commission group when the rule conditions are met and recalculates all earned commissions within the defined time period according to the new commission group's settings.

Example: We have a campaign with a sale commission set to $5 (default commission group) and a VIP commission group offering a sale commission of $8
Performance Reward Rule: If the number of approved 1st tier sales is greater than 200, move the affiliate into the VIP commission group retroactively. If an affiliate has referred 200 sales and earned $1000 in commissions, referring the 201st sale triggers the rule. The affiliate is moved to the VIP commission group, and all 201 commissions are recalculated based on the VIP commission settings, resulting in a total of $1608 in earned commissions.

Note: Paid commissions and bonus commissions generated by other performance rules are not affected by this action.

Add Bonus Commission to Original Referrer for Every Sale

(Requires Forced Matrix feature)
This action generates a separate fixed or percentage bonus commission for the original parent affiliate when the rule conditions are met, even if the Forced Matrix spillover changes the parent affiliate. The percentage bonus is calculated based on the commissions the affiliate earned within the time period defined in the rule conditions.

Example: Adding a bonus commission to the affiliate´s original parent once a milestone is reached
Performance Reward Rule: If the number of referred sales in all time is greater than 100, create a fixed bonus commission for the original parent affiliate.

Send Mail to

This action allows you to send an email to the affiliate or to the merchant when specific performance rewards conditions are met. You can create customized email templates for different performance reward rules.

Creating Email Templates: Once you created and saved the Performance reward rule with the action Send mail to, click on the Go to Email Template button in the performance reward dialog to edit the email template used for this particular rule. Once you adjusted and saved the template, you will be redirected back to the performance reward dialog.

Note for standalone customers: These templates will be stored in the database table: qu_g_mail_templates with a specific classname, allowing you to filter templates for performance rewards and exclude them from the current send mail templates.

Email Frequency and Zero-Value Bonus Commissions: The email should be sent only once within the date period of the performance rewards. For example, if the date period is current month, the email should be sent only once per month when the affiliate meets the condition. To ensure this, the Send mail to action triggers the Add bonus commission action, and a zero-value bonus commission is automatically created. This zero-value bonus commission serves as a marker to check if the email has been sent in the past or not. You can edit such commission in Transactions > Commissions and add a system or merchant note, or use fill an unused Extra data field to indicate that it is a mandatory performance reward marker.

Example: Notifying an affiliate once a milestone is reached
Performance Reward Rule: If the number of referred sales in all time is greater than 100, send a notification email to the affiliate.

It is crucial to retain these zero-value bonus commissions in the system because they are used to check whether the rule condition was already met for a given period. If a merchant deletes these zero-value bonus commissions, the rules would execute again, resulting in the emails being sent multiple times. Therefore, merchants should avoid deleting these zero-value bonus commissions to prevent unintended email re-sending.