During the month of the #Interface, the ShareASale team shared a new feature added to the interface each day. I am sure you are completely enamored with all of those reports and new tools, but I am here to tell you that there’s yet even more interface updates.
The first is a new report that is available for both affiliates and merchants called the Ledger report found under Reports. When I worked in our support department, I received numerous questions on how to reconcile an account. Some questions posed to me were:
- How do I know when I void an order that the funds were added back to my account balance from merchants
- Why did my account balance change was the most frequent from affiliates
The Ledger report brings into one report the overall transaction/activity detail report, edited transactions, and voided transaction reports; creating one cohesive report to refer to when trying to reconcile an account.
This image shows the initial look of the ledger report. This looks the same for both affiliate and merchant accounts.
- The report allows you to select a “Start Date” and “End Date.”
- It allows the user to display between 50 and 1000 records per page.
- The report can be ordered from newest first or oldest first.
- It can also be downloaded as a text file.
One of my favorite features of this report is the “Preset Timeframe.” This allows for a quick and easy shortcut to reconciling transactions for “This Week,” “Last Quarter,” and many other parameters.
Another great new feature is the added ability to “Flag as Inappropriate” an affiliate when choosing to “Decline” or “Remove from Program” from the Affiliate List Report. This new tool is shown above.
What this means for a merchant or an agency is that there is now the ability to provide specific information to the network as to any unwanted or suspicious affiliates.
This tool is going to be tremendously important to the network, as we continue to try to maintain the highest standards for our affiliate partners.
While I was in support, one of the common inquiries affiliates made was why an order might not have shown up in the account. This is what we called a “Non Tracked” order.
We have now added a tool that streamlines this process quite a bit for affiliates. The above image shows what the new inquiry form looks like. It is found in the affiliate interface under Payments.
With this form, the affiliate inputs basic info about the order and the merchant. Once the form has been filled out, the tool will automatically look for this order and determine if the order does exist in the merchant account. If it exists, then the affiliate is informed and if not an inquiry is sent to ShareASale, and we then forward that to the merchant for more information.
Once the inquiry has been sent to the merchant, it will appear under the Affiliates section of the merchant account. There the merchant will see the above image, where a response can be made to the affiliate’s inquiry.
One of the things I like most about this setup is that both the affiliate and merchant will be able to see a clear history of any issues that may have occurred.
This type of data can really be powerful for a merchant to determine how they can improve their own website and affiliate program.
The last new update can also be found under the Payments portion of the affiliate interface. This is the new “Payment Rejects” report. It is fairly common to have one number be out of place or something similar, resulting in a payment not arriving to the affiliate’s bank account.
With the new “Payment Rejects” report, it is easy to see if a payment has been rejected and also see the status of the payment. This will take a lot of the guesswork out of this process and I am sure it will alleviate the anxiety that surrounds a payment rejection.
Most companies are busy making their products worse, not better. Updating is almost always a disaster.
I am so happy that the above quote is not reflective of ShareASale. These are our 4 best new interface updates. Be on the look out for even more awesome updates to streamline your experience in our network in the future!