Lead Management / Downline Builder / Tracking Additions
Required skills: Tracking
This job involves the following modifications and additions to existing advanced MLM / affiliate membership software. Candidate must have a good working knowledge and prior experience with MLM, network marketing, downlines, and lead management.
Candidate must also possess:
Solid knowledge of MySQL and Zend certified in PHP
Excellent verbal and written English skills
Ability to produce accurate and high quality work on time
This is very advanced software that supports an unlimited number of programs, stores, products, and autoresponders. The work described herein must also support the software as it now functions, and not cripple or disable any existing functions.
This is work for hire. I will own the copyright to all code that is created.
NOTE: This job involves the creation of a database update script or scripts to add all these new features into existing sites, as well as perform installations on new sites. A sample script will be provided, which should be used as a template for this purpose.
All functions should be designed with speed, accuracy, efficiency (not be a resource hog), and security in mind. Thanks for your time, and I look forward to hearing from you!
Here is the job, broken down by section:
==
Ad Campaign Tracking / Combination URL Shortening - members set up campaign tracking links - they choose a Campaign Name, Advertising Source (optional), URL, Amount Spent (optional), and Sales (all text input fields), and are given shortened URLs for text and banner links. This is to track conversion rates for campaigns, as well as create shortened links for any URL.
There will be 2 uses for this.
1) For tracking third party URLs
2) For tracking traffic and sales within the system
In other words, if they are tracking an ad campaign which links to another affiliate program, the
Campaign stats should include: "Raw Clicks", "Unique Clicks", "Total Clicks", and "Sales", and calculate the "Conversion Rate", i.e. show cost per each of the previous status types just mentioned. Conversion Rate is only shown if "Amount Spent" is entered. Since there is no way for the system to know the "Sales", this will be a field the member can manually enter later on, (but the other fields they cannot edit once created).
If they are tracking an ad campaign which links to their affiliate replicated website (within our software), the
Campaign stats should include: "Raw Clicks", "Unique Clicks", "Total Clicks", "Leads", (signed up as lead), "Registrations" (signed up as member), "Sales" (purchased a membership), and calculate the "Conversion Rate", i.e. show cost per each of the previous status types just mentioned.
==
Stats - we need a stats page for the members to track traffic to their affiliate replicated website. This page will be in the member's back office, and show "Total Visits", "Unique Visits", and "Time On Site" (total time visitors and leads spent on front end of site). I would prefer a public "php include", that can be used on all public pages for tracking. I welcome input on this.
==
Downline Builder - Admin needs ability to create unlimited additional "listings". This feature will double as a downline builder and text ads creator
Downline Builder fields are for the use of tracking third party companies (URLs).
Admin must first create at least one category, before creating a listing, as each listing must be assigned to at least one category. Also need ability to choose more than one category per listing. Must support unlimited categories and listings
Each field when created is given a name by the admin. The admin can then enter a URL, or leave the field empty, (if they wish to allow their member to enter in any URL of their choice). These fields should be displayed to the members in their profile section, as well as to their downline members (in the members area and on public pages, too) - so downline members may join designated third party programs under their sponsor. It must have flow-through, meaning if a member's sponsor is not in a third party program, it will display the next upline's affiliate link to that member. This continues all the way back to admin, if no members between the admin and the member are in the third party program (i.e. they have no value listed in the custom field).
There will be links to join each program (in the members area and on public pages, too). These pages should be created automatically, and display every link the admin has added. Initially, it will be the sponsor's link showing up to join, but if the member joins that program, and also adds in their own affiliate ID for that program (and updates their profile), then their own affiliate link will show up (not their sponsor's) when they access their profile.
Admin defines the custom field name (program name), and custom link with tracking formation i.e. http://domain.com/?id=. In this example, each user only enters in their user/id into their profile, and those are appended to the URLs, to create the finished links. This way, the members cannot override the links with their own. If the admin left the field blank, then user could enter in a full URL.
Fields needed include: Program Name, URL, Headline, Description (text area),
Columns Displayed should be: Program Name, URL, Headline, Description, Stats, Actions (Edit, Delete)
Under each column heading: Program Name will display the name of the program (spaces allowed), URL will display the URL, and be an active link to same, which opens in a new window. Headline and Description will be Headline and Description (only used if using as text ads). Stats will display the link "Click To View", which opens a new window to view stats.
ALL FIELDS ARE OPTIONAL
NOTE: The downline builder URLs should use shortened redirect links, so all click throughs can be tracked. In other words, this feature needs to tie into the Ad Campaign / URL shortener.
NOTE: A campaign tracking page needs to be created for the sole purpose of tracking all downline builder URLs. Raw, unique, total clicks, times displayed.
==
We have an existing AR, which needs to be expanded into a Lead management system.
These pages will feature name, phone, email, date opted in - [THIS MUCH IS ALREADY DONE]. We need to add the following new columns / features.
"Age" This goes after date, and should show number days old the lead is. (example: "12 Days")
"Rating", this will show values of "None", "Cold", "Warm", and "Hot". All leads should be entered with a rating of "None".
"Campaign" This shows the name of the campaign they were referred by. If no campaign was assigned, then the value displayed should be "None".
"Custom" (which displays either a value of "Show" or "N/A". If any custom fields are present in the AR, the "Show" value is displayed. Otherwise, the "N/A" value (for not applicable) is displayed.
If the value is "Show", then "Show" is linked to open a new page (containing the all the custom questions, as well as the answers the lead provided - i.e. data gathered from the lead capture form). Since this page is in a new window, it should also contain the full lead details (full name, email, phone, etc.). NOTE the custom fields will be created with the form creator in the AR (see below).
"Edit/Notes" shows value of "Edit". Clicking this link opens a window where the user can see all of the lead data at once, including any custom fields. All fields should be in input fields, so they may be edited by the user. In addition there should be a text area, which allows users to enter, view, and edit notes about each lead.
Follow Up / Reminder Calendar
This feature serves 2 purposes:
1) a task reminder
2) lead follow up reminder - member can set up notes for dates to follow up with leads
The follow up / reminder calendar should also be a separate page in the member's area. i.e. a member can access their calendar, to view and create daily tasks by date. If they access the calendar directly, they can only set up task reminders.
To set up lead follow up reminders, they must click on the "Edit/Notes" on the leads page. A link above the "Notes" text area should be "Follow Up Calendar". Clicking on this opens up a calendar which they can easily click the month and day, to follow up with the lead. They can optionally add a note with the follow up. A cron job must be created to run every 24 hours, to search for these reminders, and email them out on the selected date.
Follow up email reminders are sent to the member with all their lead details, including lead notes they entered.
Reminder only emails are not connected to leads, so they only need to contain the reminder note and date.
The columns order should be: Name, Email, Phone, Custom, Date, Age, Rating, Campaign, Status, Edit/Notes
We need the ability to sort by any of these fields by clicking the column name.
The following 2 pages will need to be updated with these features:
http://instantpaysystem.com/admin/index.php admin/demo
Once you have logged in as admin, Click on "View Membership" (if you're in the store admin area), then click on "Leads". The page you'll see is:
http://www.instantpaysystem.com/admin/Sub/Ar_leads_list.php?reset=1 - This page also need the added ability to change the sponsor of a lead.
Login as a member (in admin panel, click "Find Members", then "Show All Members", then click on "Login" to be auto logged into the members back office. Next click on "AUTORESPONDERS". The page you'll see is: http://www.instantpaysystem.com/Members/leads.php?ar=1
==
Ability to send broadcast emails to existing leads database. This will be an exact copy of the "EMAIL DOWNLINE" page (members back office), edited to work with the leads DB. A URL query string will determine which AR the broadcast is being sent to.
Login as member: admin/demo
http://www.instantpaysystem.com/Members/emaildownline.php
==
Form creator function - this feature is already developed, and working perfectly for store products. I want to re-use the same feature in our autoresponders (AR). In other words, giving the user the option to create unlimited custom fields. This would allow for applications such as a way to create unlimited questionnaires (forms), within lead capture pages.
This job involves taking the modular form creator from the store and using it to create custom form fields in the AR. Both admin and member should be able to do this, but for this project, only the admin will create custom forms, since at this point, only the admin can create ARs (although all members may use utilize them).
To see the form creator, login to demo site here: http://instantpaysystem.com/admin/index.php admin/demo
Click on "View Store", then "Select Store", then select the "Instant Pay Store". Next click "Edit Product", and choose "Golf and Lunch", by clicking [EDIT]. Scroll to the bottom where you'll see "Additional Fields". This is the custom form field creator. This was created as a modular php include file for use in the store, so it should be reasonably easy to re-use the same include for the AR.
The custom form fields support master and child fields, and can run infinitely deep. In other words, based on a user selection, more fields may appear. This can be useful in gathering information. Please select the product, and play with the order page, to get an idea here: http://www.instantpaysystem.com/checkout.php?store=1
==
SMS - opt-in leads and sales should automatically trigger a SMS text alert to the sponsor's cell phone. The email template sent will be located in the config file, and the email sent will also contain all relevant data the lead submitted. This feature should be easy to turn on or off, for leads and sales (alerting only for one or the other, if desired, or both, or none).
==
All pages created must use includes to existing header and footer files in the admin area (for admin area files), and the members area (for members area files). Design should follow same layout and look and feel as existing pages.
Please PMB any questions. Thanks!
Candidate must also possess:
Solid knowledge of MySQL and Zend certified in PHP
Excellent verbal and written English skills
Ability to produce accurate and high quality work on time
This is very advanced software that supports an unlimited number of programs, stores, products, and autoresponders. The work described herein must also support the software as it now functions, and not cripple or disable any existing functions.
This is work for hire. I will own the copyright to all code that is created.
NOTE: This job involves the creation of a database update script or scripts to add all these new features into existing sites, as well as perform installations on new sites. A sample script will be provided, which should be used as a template for this purpose.
All functions should be designed with speed, accuracy, efficiency (not be a resource hog), and security in mind. Thanks for your time, and I look forward to hearing from you!
Here is the job, broken down by section:
==
Ad Campaign Tracking / Combination URL Shortening - members set up campaign tracking links - they choose a Campaign Name, Advertising Source (optional), URL, Amount Spent (optional), and Sales (all text input fields), and are given shortened URLs for text and banner links. This is to track conversion rates for campaigns, as well as create shortened links for any URL.
There will be 2 uses for this.
1) For tracking third party URLs
2) For tracking traffic and sales within the system
In other words, if they are tracking an ad campaign which links to another affiliate program, the
Campaign stats should include: "Raw Clicks", "Unique Clicks", "Total Clicks", and "Sales", and calculate the "Conversion Rate", i.e. show cost per each of the previous status types just mentioned. Conversion Rate is only shown if "Amount Spent" is entered. Since there is no way for the system to know the "Sales", this will be a field the member can manually enter later on, (but the other fields they cannot edit once created).
If they are tracking an ad campaign which links to their affiliate replicated website (within our software), the
Campaign stats should include: "Raw Clicks", "Unique Clicks", "Total Clicks", "Leads", (signed up as lead), "Registrations" (signed up as member), "Sales" (purchased a membership), and calculate the "Conversion Rate", i.e. show cost per each of the previous status types just mentioned.
==
Stats - we need a stats page for the members to track traffic to their affiliate replicated website. This page will be in the member's back office, and show "Total Visits", "Unique Visits", and "Time On Site" (total time visitors and leads spent on front end of site). I would prefer a public "php include", that can be used on all public pages for tracking. I welcome input on this.
==
Downline Builder - Admin needs ability to create unlimited additional "listings". This feature will double as a downline builder and text ads creator
Downline Builder fields are for the use of tracking third party companies (URLs).
Admin must first create at least one category, before creating a listing, as each listing must be assigned to at least one category. Also need ability to choose more than one category per listing. Must support unlimited categories and listings
Each field when created is given a name by the admin. The admin can then enter a URL, or leave the field empty, (if they wish to allow their member to enter in any URL of their choice). These fields should be displayed to the members in their profile section, as well as to their downline members (in the members area and on public pages, too) - so downline members may join designated third party programs under their sponsor. It must have flow-through, meaning if a member's sponsor is not in a third party program, it will display the next upline's affiliate link to that member. This continues all the way back to admin, if no members between the admin and the member are in the third party program (i.e. they have no value listed in the custom field).
There will be links to join each program (in the members area and on public pages, too). These pages should be created automatically, and display every link the admin has added. Initially, it will be the sponsor's link showing up to join, but if the member joins that program, and also adds in their own affiliate ID for that program (and updates their profile), then their own affiliate link will show up (not their sponsor's) when they access their profile.
Admin defines the custom field name (program name), and custom link with tracking formation i.e. http://domain.com/?id=. In this example, each user only enters in their user/id into their profile, and those are appended to the URLs, to create the finished links. This way, the members cannot override the links with their own. If the admin left the field blank, then user could enter in a full URL.
Fields needed include: Program Name, URL, Headline, Description (text area),
Columns Displayed should be: Program Name, URL, Headline, Description, Stats, Actions (Edit, Delete)
Under each column heading: Program Name will display the name of the program (spaces allowed), URL will display the URL, and be an active link to same, which opens in a new window. Headline and Description will be Headline and Description (only used if using as text ads). Stats will display the link "Click To View", which opens a new window to view stats.
ALL FIELDS ARE OPTIONAL
NOTE: The downline builder URLs should use shortened redirect links, so all click throughs can be tracked. In other words, this feature needs to tie into the Ad Campaign / URL shortener.
NOTE: A campaign tracking page needs to be created for the sole purpose of tracking all downline builder URLs. Raw, unique, total clicks, times displayed.
==
We have an existing AR, which needs to be expanded into a Lead management system.
These pages will feature name, phone, email, date opted in - [THIS MUCH IS ALREADY DONE]. We need to add the following new columns / features.
"Age" This goes after date, and should show number days old the lead is. (example: "12 Days")
"Rating", this will show values of "None", "Cold", "Warm", and "Hot". All leads should be entered with a rating of "None".
"Campaign" This shows the name of the campaign they were referred by. If no campaign was assigned, then the value displayed should be "None".
"Custom" (which displays either a value of "Show" or "N/A". If any custom fields are present in the AR, the "Show" value is displayed. Otherwise, the "N/A" value (for not applicable) is displayed.
If the value is "Show", then "Show" is linked to open a new page (containing the all the custom questions, as well as the answers the lead provided - i.e. data gathered from the lead capture form). Since this page is in a new window, it should also contain the full lead details (full name, email, phone, etc.). NOTE the custom fields will be created with the form creator in the AR (see below).
"Edit/Notes" shows value of "Edit". Clicking this link opens a window where the user can see all of the lead data at once, including any custom fields. All fields should be in input fields, so they may be edited by the user. In addition there should be a text area, which allows users to enter, view, and edit notes about each lead.
Follow Up / Reminder Calendar
This feature serves 2 purposes:
1) a task reminder
2) lead follow up reminder - member can set up notes for dates to follow up with leads
The follow up / reminder calendar should also be a separate page in the member's area. i.e. a member can access their calendar, to view and create daily tasks by date. If they access the calendar directly, they can only set up task reminders.
To set up lead follow up reminders, they must click on the "Edit/Notes" on the leads page. A link above the "Notes" text area should be "Follow Up Calendar". Clicking on this opens up a calendar which they can easily click the month and day, to follow up with the lead. They can optionally add a note with the follow up. A cron job must be created to run every 24 hours, to search for these reminders, and email them out on the selected date.
Follow up email reminders are sent to the member with all their lead details, including lead notes they entered.
Reminder only emails are not connected to leads, so they only need to contain the reminder note and date.
The columns order should be: Name, Email, Phone, Custom, Date, Age, Rating, Campaign, Status, Edit/Notes
We need the ability to sort by any of these fields by clicking the column name.
The following 2 pages will need to be updated with these features:
http://instantpaysystem.com/admin/index.php admin/demo
Once you have logged in as admin, Click on "View Membership" (if you're in the store admin area), then click on "Leads". The page you'll see is:
http://www.instantpaysystem.com/admin/Sub/Ar_leads_list.php?reset=1 - This page also need the added ability to change the sponsor of a lead.
Login as a member (in admin panel, click "Find Members", then "Show All Members", then click on "Login" to be auto logged into the members back office. Next click on "AUTORESPONDERS". The page you'll see is: http://www.instantpaysystem.com/Members/leads.php?ar=1
==
Ability to send broadcast emails to existing leads database. This will be an exact copy of the "EMAIL DOWNLINE" page (members back office), edited to work with the leads DB. A URL query string will determine which AR the broadcast is being sent to.
Login as member: admin/demo
http://www.instantpaysystem.com/Members/emaildownline.php
==
Form creator function - this feature is already developed, and working perfectly for store products. I want to re-use the same feature in our autoresponders (AR). In other words, giving the user the option to create unlimited custom fields. This would allow for applications such as a way to create unlimited questionnaires (forms), within lead capture pages.
This job involves taking the modular form creator from the store and using it to create custom form fields in the AR. Both admin and member should be able to do this, but for this project, only the admin will create custom forms, since at this point, only the admin can create ARs (although all members may use utilize them).
To see the form creator, login to demo site here: http://instantpaysystem.com/admin/index.php admin/demo
Click on "View Store", then "Select Store", then select the "Instant Pay Store". Next click "Edit Product", and choose "Golf and Lunch", by clicking [EDIT]. Scroll to the bottom where you'll see "Additional Fields". This is the custom form field creator. This was created as a modular php include file for use in the store, so it should be reasonably easy to re-use the same include for the AR.
The custom form fields support master and child fields, and can run infinitely deep. In other words, based on a user selection, more fields may appear. This can be useful in gathering information. Please select the product, and play with the order page, to get an idea here: http://www.instantpaysystem.com/checkout.php?store=1
==
SMS - opt-in leads and sales should automatically trigger a SMS text alert to the sponsor's cell phone. The email template sent will be located in the config file, and the email sent will also contain all relevant data the lead submitted. This feature should be easy to turn on or off, for leads and sales (alerting only for one or the other, if desired, or both, or none).
==
All pages created must use includes to existing header and footer files in the admin area (for admin area files), and the members area (for members area files). Design should follow same layout and look and feel as existing pages.
Please PMB any questions. Thanks!
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According to Scriptlance: Project Guidelines
Know The Project
You should know how you will create the script before you place your bid. If you need more details, post on the message board for that project, request more information from the webmaster. If you don't, at least make sure you are clear about the project before you begin working on it.
According to Scriptlance: Project Guidelines
Know The Project
You should know how you will create the script before you place your bid. If you need more details, post on the message board for that project, request more information from the webmaster. If you don't, at least make sure you are clear about the project before you begin working on it.
Create a mass mail module in our lead management system
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Downline Builder
rget="extlink" rel="nofollow" style="text-decoration: none;color:#68778E" onmouseover="this.style.textDecoration='underline'" onmouseout="this.style.textDecoration='none'">www.rcdbs.com excluding the graphics as I would do that myself.
Winning bidder will be able to demonstrate that they fully understand the script and have running examples and will be the cheapest price. High prices will not be considered as this is a very simple job.
Many thanks
Franko
Winning bidder will be able to demonstrate that they fully understand the script and have running examples and will be the cheapest price. High prices will not be considered as this is a very simple job.
Many thanks
Franko
CRM Web Lead Management system
ndustry.
I have seen a few open source codes for free but I want something a little user friendly.
The project will need to on ongoing contract to provide monthly support.
Please do not bid if you do not have experience developing a CRM web based program
If you are bidding please state the following so that I know that you read and understand the project. state in the your bid. "I Love This Job"
thank you
I have seen a few open source codes for free but I want something a little user friendly.
The project will need to on ongoing contract to provide monthly support.
Please do not bid if you do not have experience developing a CRM web based program
If you are bidding please state the following so that I know that you read and understand the project. state in the your bid. "I Love This Job"
thank you
Basic Lead Management Admin DB
Basically we will have a very small web form with other marketing data that must be posted into a clean admin panel. If you currently have an admin panel demo please send the link.
looking for someone with knowledge of lead management experience.
looking for someone with knowledge of lead management experience.
Lead Management Vtiger Crm
n: none;color:#68778E" onmouseover="this.style.textDecoration='underline'" onmouseout="this.style.textDecoration='none'">leads360.com or clickpointsoftware.com that is a OPEN Source that has GPL license rights that we can modify and rebrand the code to our own brand
Downline Builder Script Needed
gy in a Binary Plan
Track personal sponsorships
Allow members to view their genealogy
Design work is already done. The script must be integrated into the design. If you have a script that has additional features let me know.
Additional details will be provided to bidders who customize their bid to this project and provide specific details regaurding this project. Don't bother bidding if you don't have positive feedback.
Track personal sponsorships
Allow members to view their genealogy
Design work is already done. The script must be integrated into the design. If you have a script that has additional features let me know.
Additional details will be provided to bidders who customize their bid to this project and provide specific details regaurding this project. Don't bother bidding if you don't have positive feedback.
Need Virtual Assistant- Focus on Lead Management- Real Estate
>1. Candidate may be retained on a long term basis after 60 days if the candidate does a good job on all points mentioned above and becomes familiar with our company, our services and our systems. Raises/Bonuses/Profit sharing may be possible depending on how well you perform.
2. PLEASE BID FOR MONTHLY PAY BASED ON 68 HOURS A MONTH!
NOTE: I am not looking to a cut a paste response when you bid on this project! NO COMPANIES ONLY INDIVIDUAL VIRTUAL ASSISTANTS
2. PLEASE BID FOR MONTHLY PAY BASED ON 68 HOURS A MONTH!
NOTE: I am not looking to a cut a paste response when you bid on this project! NO COMPANIES ONLY INDIVIDUAL VIRTUAL ASSISTANTS
