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Tapfiliate

With the Tapfiliate modules, you can do the following in your Tapfiliate account.

  • Watch new affiliates, new affiliates in the program, approved affiliates in the program, promoted affiliate prospects, affiliate prospects, list, create, retrieve and delete the affiliate.

  • Watch, list, create, retrieve, update and delete the conversion.

  • Watch, list, create, retrieve, update and delete the customer.

  • Get and set the metadata.

To get started with the Tapfiliate, create an account at tapfiliate.com.

Note

The module dialog fields that are displayed in bold (in the Ibexa Connect scenario, not in this documentation article) are mandatory!

Connect Tapfiliate to Ibexa Connect

To connect the Tapfiliate app with the Ibexa Connect:

  1. Log in to your Tapfiliate account.

  2. Log in to your Ibexa Connect and add a module from the Tapfiliate into a Ibexa Connect scenario.

  3. Click Add next to the Connection field.

    Tapfiliate_1.gif

  4. In the Connection name field, enter a name for the connection. Click Save.

  5. Enter your Tapfiliate domain and click Continue.

    Tapfiliate_2.png

  6. Click Allow to approve Tapfiliate to use your information.

    Tapfiliate_3.png

    You have successfully connected the Tapfiliate app with Ibexa Connect and can now build scenarios.

Affiliate

You can watch new affiliates, list, create, retrieve, and delete affiliates and affiliates programs using the following modules.

Note

Ibexa Connect automatically creates a webhook in Tapfiliate once you add an instant trigger to your scenario.

Watch New Affiliates

Triggers when a new affiliate account is created.

Webhook Name Enter a name for the webhook.

Watch New Affiliates in Program

Triggers when an affiliate is added to a program.

Webhook Name Enter a name for the webhook.

Watch Approved Affiliates in the Program

Triggers when an affiliate is approved for one of your programs.

Webhook Name Enter (map) a name for the webhook.

Watch Promoted Affiliate Prospects

Triggers when a new affiliate prospect is promoted to an affiliate.

Webhook Name Enter a name for the webhook.

Watch Affiliate Prospects

Triggers when a new affiliate prospect is created.

Webhook Name Enter a name for the webhook.

List Affiliates

Retrieves a list of affiliates.

Limit Set the maximum number of affiliates Ibexa Connect will return during one execution cycle. The default value is 10.
Program Select or map a program whose affiliates you want to list.
Click ID Enter (map) the Click ID of the affiliate you want to list.
Referral Code Enter (map) an affiliate’s referral code you want to list.
Source ID Enter (map) a Source ID of the affiliate you want to list.
Email address Enter (map) the affiliate's email address whose details you want to list.
Parent affiliate Enter (map) a parent affiliate to retrieve the children's affiliates.
Affiliate Group ID Enter (map) an Affiliate Group ID whose affiliates you want to list.

Create an Affiliate

Creates an affiliate.

First name

Enter (map) the affiliate's first name.

Last name

Enter (map) the affiliate’s last name.

Email address

Enter (map) the affiliate’s email address.

Password

Enter (map) the password for the new account.

If no password is given, one is generated and passed in the response.

Company

Enter (map) the affiliate's company name.

Enter address

Select whether to enter the affiliate's company address.

Address

Enter (map) the address details:

Address Enter (map) the company’s address.
Postal Code Enter (map) the company’s area postal code.
City Enter (map) the city name.
State Enter (map) the state name.
Country Select or map the country code.

Create an Affiliate Prospect

Creates an affiliate prospect.

First name

Enter (map) the prospect’s first name.

Last name

Enter (map) the prospect’s last name.

Email address

Enter (map) the affiliate’s email.

Password

Enter (map) the password for the new account.

If you do not choose a password, one will automatically be generated and passed in the response.

Company

Enter (map) the prospect’s company name.

Enter address

Select whether to enter the address.

Address

Enter (map) the address details:

Address Enter (map) the company’s address.
Postal code Enter (map) the company’s area postal code.
City Enter (map) the city name.
State Enter (map) the state name.
Country Select or map the country code.

Program

Select or map the program to add the affiliate prospect to.

Note

If none is passed, the affiliate prospect will be added to the default program.

Affiliate Group ID

Enter (map) the Affiliate Group ID to which you want to add the affiliate prospect.

Get an Affiliate

Gets information about an affiliate.

Program

Select or map a program whose affiliate details you want to retrieve.

Selecting a program also retrieves additional program-related information such as the referral link.

Affiliate

Select or map an affiliate whose details you want to retrieve.

Delete an Affiliate

Deletes an affiliate.

Affiliate Select or map an affiliate you want to delete.

Set Parent Affiliate

Sets the parent affiliate for an affiliate (MLM).

Child affiliate Select or map an affiliate whom you want to set as a child affiliate.
Parent affiliate Select or map the parent affiliate to which you want to add the above child affiliate.

Set Affiliate Group

Sets the affiliate group of an affiliate.

Affiliate Select or map an affiliate whom you want to assign to a group.
Group ID Select or map a Group ID to which you want to assign the affiliate.

Conversion

You can watch, list, create, update, retrieve, and delete the conversions using the following modules.

Watch Conversions

Retrieves a list of conversions

Note

Ibexa Connect automatically creates a webhook in Tapfiliate once you add an instant trigger to your scenario.

Webhook Name Enter a name for the webhook.

List Conversions

Retrieves a list of conversions.

Limit Set the maximum number of conversions Ibexa Connect will return during one execution cycle. The default value is 10.
Program Select or map a program whose conversions you want to list.
Affiliate Select or map an affiliate whose conversions you want to list.
Conversion ID Select or map a conversion ID of conversions to retrieve.
List only pending conversions Select whether to list only pending conversions.
Since Enter (map) the start date to list the conversions created on or after the specified date. See the list of supported date and time formats.
Until Enter (map) the end date to list the conversions that were created on or before the specified date. See the list of supported date and time formats.

Create a Conversion

Creates a conversion.

Affiliate identifiers Select or map the details of the affiliate identifiers for the conversion. For example, Customer ID, Click ID.
External ID A unique ID of this conversion to identify in the external systems. This value can be an order number, User ID, or email address.
Conversion amount Enter (map) the conversion amount.
Currency Select or map the three-letter ISO currency code. For example, USD.
Commission type Select or map the commission type.

Get a Conversion

Gets information about conversion.

Conversion Select or map the Conversion ID whose details you want to retrieve.

Update a Conversion

Updates information about conversion.

Conversion Select or map a Tapfiliate generated ID of the conversion.
Conversion Amount Enter (map) the conversion amount.
External ID Enter (map) a unique ID for this conversion to identify them in the external systems.
Recalculate Commissions Select whether to recalculate commissions when changing the conversion amount.

Delete a Conversion

Deletes a conversion.

Conversion Select or map a Conversion ID you want to delete.

Update Commission Approval Status

Approves or disapproves a commission.

Commission

Enter (map) the Tapfiliate generated ID for the commission. Alternatively, you can also search for the ID.

Affiliate

Select or map an affiliate whose commission you want to update.

Commission Status

Select the status of the commission:

  • Approved

  • Disapproved

  • Pending

Paid

Select whether the commission is paid.

Approved

Select whether the commission is approved.

Customer

You can watch, list, create, update, and retrieve customers using the following modules.

Watch Customers

Triggers when a new customer is created.

Webhook name Enter a name for the webhook.

List Customers

Retrieves a list of customers.

Limit Set the maximum number of customers Ibexa Connect will return during one execution cycle. The default value is 10.
Program Select or map a program whose customers you want to list.
Affiliate Select or map an affiliate
Customer ID Select or map the Customer ID whose details you want to list.
Since Enter (map) a date from which you want to list customers. See the list of supported date and time formats.
Until Enter (map) a date up to which you want to list customers. See the list of supported date and time formats.

Create a Customer

Creates a customer.

Affiliate identifiers

Select or map an affiliate identifier and enter its details. You can add multiple affiliate identifiers. For example, referral code, Click ID.

Customer ID

Enter (map) the ID of the customer in your system.

Status

Select or map the status of the customer:

  • Trial

  • Lead

  • New

Get a Customer

Gets information about a customer.

Customer Select or map the Tapfiliate generated ID for the customer whose details you want to retrieve.

Update a Customer

Updates a customer's information.

Customer Select or map the Tapfiliate generated ID for the customer.
Customer ID Enter (map) the new ID for the customer in your system.

Delete a Customer

Deletes a customer.

Customer Select or map the Tapfiliate generated ID for the customer you want to delete.

Update Customer Status

Cancels or uncancel a customer.

Customer Select or map the Tapfiliate generated ID for the customer you want to cancel.
Customer canceled Select whether the customer is canceled.

Metadata

You can set up and retrieve the metadata from the following modules.

Get Metadata

Gets the metadata of the selected object.

Object type

Select the object type whose metadata details you want to retrieve:

  • Customers

  • Conversions

  • Affiliates

Customer ID

Select or map the Tapfiliate generated ID for the customer whose metadata details you want to retrieve.

Conversion ID

Select or map the Conversion ID whose metadata details you want to retrieve.

Affiliate ID

Select or map the Affiliate ID whose metadata details you want to retrieve.

Mode

Select the mode to retrieve the data:

  • Get a single field

  • Get specific fields

  • Get all fields

Metadata

Enter (map) the metadata details you want to retrieve.

Filter

Returns only the keys matching the given regular expression.

Output complex array

Select whether the output is a complex array.

Set Metadata

Sets the metadata of the selected object.

Object type

Select the object type to set the metadata:

  • Customers

  • Conversions

  • Affiliates

Customer ID

Select or map the Tapfiliate generated ID for the customer whose metadata you want to set.

Conversion ID

Select or map the Conversion ID for which you want to see the metadata.

Affiliate ID

Select or map the Affiliate ID .

Mode

Select the mode:

  • Set a single field

  • Set all fields

Key

Enter (map) a metadata key. If the key is not already present, it will be added to the metadata.

Value

Enter (map) a metadata value.

Metadata

Enter (map) metadata details.

Output complex array

Select whether the output is a complex array.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

URL

Enter a path relative to https://api.tapfiliate.com. For example /1.6/programs/

For the list of available endpoints, refer to the Tapfiliate API Documentation.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Affiliates

The following API call lists all the affiliates from your Tapfiliate account:

URL:

/1.6/affililates

Method:

GET

Tapfiliate_4.png

Matches of the search can be found in the module's Output under Bundles > Body.

In our example, 25 affiliates were returned.

Tapfiliate_5.png

Watch Payments

Triggers when a new affiliate payment is created.

Webhook name Enter a name for the webhook.