neobux_referrals_handy_manager_user_guide__en_.pdf

yahiatnt

Neobux Referrals Handy Manager User Guide The Ultimate Solution for Managing Your Rented Referrals on Neobux

yahiatnt 12/10/2013

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Table of Contents User Interface

Options

Adding Referrals Data

Membership Details

Sorting Referrals

Referrals Filtration

Referrals Recycling Assistance Wizard

Mass Actions

Automatic Flags Assigning

Miscellaneous (Referrals icons, Keyboard shortcut keys)

Getting Started with Old Exported Text Files

Getting Started without Old Exported Text Files

Using the Software on Daily Basis

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User Interface In this section we will describe the layout of Neobux Referrals Handy Manager user interface as shown

in Figure 1.1. The user interface is divided into two areas and menu bar. The left area contains some

statistical information about the number of referrals and clicks, the Sorting, Filtration, and Mass

Actions controls, plus the referrals tree view. The right area contains the details of the currently

selected node in the referrals tree view, we have three different details views; Account Summary,

Referral Details and Flag Details. The menu bar provides access to the software’s options, opening and

saving files, adding referrals data, editing memberships details, running the recycling assistance,

tutorials and the documentation of the software.

Figure 1.1 – User Interface

On the left side, as shown in Figure 1.2, we can see the Total number of rented referrals we currently

have, the Total number of recycled referrals since we have started to import the exported data from

Neobux, the Total number of clicks since we have started to import the exported data from Neobux.

There is a check box to hide the recycled referrals from the referrals tree view. The referrals filtration

button to access the filters controls window. The Sorting controls, drop down list to select the sorting

method, two radio buttons to control the direction of the sorting whether it is ascending or descending.

The Mass Actions buttons to make certain change on all the currently displayed referrals using single

action.

On the left side, as shown in Figure 1.3, we have also, the referrals tree view, this view has two modes,

the referrals list mode and the grouped by flags mode. The first mode displays the referrals in one list

while the second mode displays the referrals under their corresponding assigned flag. This list displays

the referrals after applying active filter and sorted using the sorting option selected. The referrals list

mode has a parent node called “Referrals” this node is selected, the Account Summary gets displayed

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on the right side. The grouped by flags mode has 9 flags nodes, if any of them is selected, the

corresponding Flag Details view gets displayed on the right side. If we select any referral node, his

corresponding details view is displayed on the right side.

Figure 1.2 – Statistical information, Filtration, Sorting and Mass Actions controls

Figure 1.3 – Referrals Tree View, Referrals list mode (left) and Grouped by Flags mode (right)

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On the right side, we can see the Account Summary as shown in Figure 1.4. The last updated on

displays the last imported exported data from Neobux. The current membership displays the

membership that you have added in the membership details and is the running membership according

to the current date and purchase date. Referrals Statistics area displays the total number of referrals, the

percentage of referrals having average in the Green range, the percentage of referrals having average in

the Yellow range, the percentage of referrals having average in the Red range and the percentage of

recycled referrals so far.

The Average area displays, the average of all the current referrals’ averages, this month average

according to the clicks in this month, yesterdays average according to the clicks in yesterday and the

BEP (Break Even Point) average automatically calculated based on the current number of referrals and

the analysis settings selected.

The Clicks History table displays up to 240 days records, each record has Date, Total number of Clicks,

Difference (Total number of clicks this day minus total number of clicks in the previous day), Average,

Active referrals average, number of active referrals (Can be number of percentage) and number of

inactive referrals (Can be number or percentage), number of manual recycles and auto recycles.

Figure 1.4 – Account Summary

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In the Account Summary we have the Analysis Settings, in this settings we selected the extension we

apply on all our referrals this can be 15, 30, 60, 90, 150 or 240 days extensions or mixed if we use

mixed extensions scheme. For the mixed extension we specify the average discount %. The Include

recycling fees in profit calculation check box is used to include or exclude the recycling fees in the

profit calculation displayed in the Analysis area. The slider located inside the Analysis settings is used

to specify the starting date of the analysis calculations, this can be from today(Leftmost tick),

yesterday, 2 days ago …etc (Each tick to the right represents a day in the past).

The Analysis area has two modes, the Last Days mode and the Last Weeks mode. For the Last Days

mode, we see the clicks, average, earnings, recycling fees and profit on durations last 7 days, last 15

days, last 30 days, last 60 days, last 90 days, last 150 days and last 240 days. For the Last Weeks mode,

we see the clicks, average, earnings, recycling fees and profit on each of the last seven weeks (Each

starts on Monday).

ATTENTION

- The slider in the Analysis Settings defines the starting day of the last 7, 15, 30, 60, 90, 150 or 240

days.

- The last 7 days are included in the last 15 days plus 8 older days, the last 15 days are included in the

last 30 days plus older 15 days and so on.

- The Last Weeks mode in the Analysis area, displays change indicators on the left of each clicks,

average, earned, recycling fees and profit values between each week and the week before it.

Also, in the Account Summary we have Graphs area which has the following graphs (Table 1.1):

Activity Histogram displays the probability of

occurrences of all the referrals clicking after number of

days.

For example, in the graph on the left, 27% of the

occurrences of clicking everyday. 21% of the

occurrences of clicking every 2 days, 15% of the

occurrences of clicking every 3 days and so on.

The Mean is the most likely occurrence and the

STD(Standard Deviation) is the expected

positive/negative change relative to the Mean.

Current Last Click Days displays the percentages of the

referrals having certain last click date(days).

For example, in the graph on the left, 23% of the

referrals having last click yesterday. 17% of the

referrals having last click 2 days ago, 15% of the

referrals having last click 3 days ago and so on.

The Mean is the most likely current last clicks days and

the STD(Standard Deviation) is the expected


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Last 7 Days Clicks displays three segments, the Red

segment for referrals percentage having zero clicks, the

Yellow segment for referrals percentage having clicks

between 1 and the clicks to achieve the average lower

limit that is specified in the options window, and the

Green segment for referrals percentage having clicks

above the clicks to achieve the average lower limit that

is specified in the options window.

Same applies to Last 15 Days Clicks and Last 30 Days

Clicks graphs.

Last 7 Days Profit displays seven segments, each

segment represents the percentage of the absolute of

profit range relative to the summation of all absolutes

of profit ranges.

For example, in the graph on the left, the percentage of

the absolute of profit due gaining 50% to 100% is

23.42% from the summation of all absolutes of profit

ranges and so on.

Same applies to Last 15 Days Profit and Last 30 Days

Profit graphs.

Last 7 Days Average Trend displays bars of the average

on each of the last 7 days. Also, there is blue line

showing 3 point exponential moving average for better

determination of the average trend on the last 7 days.

The Red bars indicate decaying average, the Green bars

indicate rising average and the Yellow lines indicate

fixed average. The rightmost column represents the

most recent column, on its left there is older day’s

column and so on. The graph shows the minimum, the

maximum and the middle values on the left side. The

Mean is the most likely average and the STD(Standard

Deviation) is the expected positive/negative change

relative to the Mean.

Same applies to Last 15 Days Average Trend and Last

30 Days Average Trend graphs.

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Last 7 Days Manual Recycles Trend displays bars of

the manual recycles on each of the last 7 days. Also,

there is blue line showing 3 point exponential moving

average for better determination of the manual recycles

trend on the last 7 days. The Red bars indicate decaying

recycles, the Green bars indicate rising recycles and the

Yellow lines indicate fixed recycles. The rightmost

column represents the most recent column, on its left

there is older day’s column and so on. The graph shows

the minimum, the maximum and the middle values on

the left side. The Mean is the most likely manual

recycles and the STD(Standard Deviation) is the

expected positive/negative change relative to the Mean.

Same applies to Last 15 Days Manual Recycles Trend

and Last 30 Days Manual Recycles Trend graphs.

Last 7 Days Auto Recycles Trend displays bars of the

auto recycles on each of the last 7 days. Also, there is

blue line showing 3 point exponential moving average

for better determination of the auto recycles trend on

the last 7 days. The Red bars indicate decaying

recycles, the Green bars indicate rising recycles and the

Yellow lines indicate fixed recycles. The rightmost

column represents the most recent column, on its left

there is older day’s column and so on. The graph shows

the minimum, the maximum and the middle values on

the left side. The Mean is the most likely auto recycles

and the STD(Standard Deviation) is the expected


Same applies to Last 15 Days Auto Recycles Trend and

Last 30 Days Auto Recycles Trend graphs.

Table 1.1 – Account Summary Graphs

ATTENTION

- The Last 7 Days Profit graph and its 15 and 30 days counterparts don’t show referrals percentage

according to their profit. The percentage is the ratio between the magnitude of profit for specific range

to the summation of magnitudes of profit for all the ranges.

- The Last 7 Days Clicks graph and its 15 and 30 days counterparts, the Last 7 Days Profit and its 15

and 30 days counterparts, and all the Trends graphs are impacted by the Analysis Settings slider

(Starting day of calculations = Recent).

- The Orange line displayed in the Trends graphs is the line connecting the data points.

- The Magenta horizontal dashed line represents the Mean in the Trends graphs

- The Magenta vertical dashed line represents the Mean in the Histogram graphs

- The highlighted region in Cyan around the Mean dashed line represents the expected domain of the

data (Using STD)

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On the right side we can see the Referral Details view whenever we select a particular referral node in

the referrals tree view as shown in Figure 1.5. The referral ID is displayed in bold large text on the

upper left corner, below it the referral since date. The statistics area shows the total clicks, the last click

date, minimum clicks on a day and maximum clicks on a day.

The Average of the referral is displayed in large text and has the color Green, Yellow or Red according

to the specified average ranges in the options window. The Copy Referral ID button copies the current

referral’s ID into the clipboard so that one can search for it on Neobux referrals page. The View/Edit

Comment button allows to associate some text note to the current referral, if there is a comment added

the appearance of this button changes. The Flag button is used to assign a flag to the current referral, if

the flag changes the appearance of this button changes. The To Be Recycled button is used to mark the

current referral for recycling later, if this marker is enabled the appearance of this button changes. The

Go To Group Details link navigates to the currently assigned flag details view.

The Analysis Settings contains extension options, Discount % field, Exclude Memberships Fees check

box, and Exclude Today check box.

Figure 1.5 – Referral Details View

The Analysis area has three views; Last Days, Last Weeks and Average/Time. The Last Days view

displays the clicks, average, earnings and profit on the duration of last 7, 15, 30, 60, 90, 150 and 240

days. The Last Weeks view displays the clicks, average, earnings and profit on each of the last seven

weeks. The Average/Time displays the average and % change of last 7, 15, 30, 60, 90, 150 and 240

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days. The Clicks History table displays the clicks incidents records, each record has Date, Clicks,

Difference (Clicks of this record - Clicks of the previous record). The Clicks History Weekly Calendar

shows the clicks incidents records on a calendar like format, W1 is the first week for the referral, each

week starts on Monday, the total of clicks per week is displayed on the right of each row and

highlighted according to the lower and upper average limits defined in the options window, the blue

“Day 1” cell represents the referral since date and the blue “Today” cell represents today’s date.

ATTENTION

- The analysis settings can’t be saved on each referral. The software applies these settings on all the

referrals.

- The To Be Recycled marker is used by Referrals Recycling Assistance Wizard

- The last 7 days are included in the last 15 days plus 8 older days, the last 15 days are included in the

last 30 days plus older 15 days and so on.

- If you hover over Flag button or a flag in the previous three flags you will see a tooltip showing the

description of that flag.

- If you hover over View/Edit Comment button you will see tooltip showing the associated note.

- In the Clicks History Weekly Calendar, W1 is the first week for the referral (The oldest week). Unlike

Week 1 in the Analysis section which represents the current week (The most recent week).

The Previous Three Flags area displays the previously assigned flags for the current referral. Whenever

the flag changes the previous flags get updated, the one on the right is the oldest and the one on the left

is the recent(previous flag).

The Activity Histogram graph displays the occurrences of clicking after number of days. As an

example, in the above figure, this referral has around 44% of occurrences clicking everyday and

around 29% of occurrences clicking every 3 days and so on. It shows the Mean which is the most likely

occurrence of clicking after certain number days and the STD (Standard Deviation) is the expected

positive/negative change of the occurrences away from the Mean occurrence. There is Green vertical

dashed line that shows the last click date in days.

In the lower part of the referral details view we can see the clicks graph, the following Figure 1.6

shows the different parts of this graph.

Figure 1.6 – Referral Details View Clicks Graph

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ATTENTION

- The Maximum clicks (Graph Height), Maximum Days(Graph Width) and Bold Vertical Lines can be

changes from the options window.

- If the number of clicks records in the Clicks History table are lower than two, the graph will not

display clicks and there will be message on the graph inside a Red rectangle indicating so.

- In the Clicks Graph, the bold vertical lines on each 7 days are placed on Sundays so that every line is

end of true week (This can be disabled from the Options dialog).

The clicks graph allows redistributing the clicks between the days and to do so:

Hover the mouse over the click incident that you would like to redistribute completely or

partially until the vertical Yellow rectangle is highlighting it

Press the left mouse button which causes the vertical Yellow rectangle to become Green

Move the mouse horizontally to specify the day that you would like to move the selected clicks

to

Move the mouse vertically to specify the clicks amount to be placed on the currently

highlighted day

Press the left mouse button to confirm the redistribution

ATTENTION

- While redistributing clicks, you can cancel by pressing the right mouse button or by hitting Esc on

keyboard (The vertical Green rectangle will turn back to Yellow)

- If you try to click the left mouse button on day with zero clicks an error message will appear

- While redistributing clicks, you will see a vertical Red rectangle fixed on the day that you moving its

clicks

- You can’t move the clicks on day before the referral since date or after today

- While redistributing clicks, the graph updates itself accordingly so that you can view how the clicks

pattern will look like after confirming the redistribution

- You can move clicks to a day that has clicks already (move the mouse vertically above the clicks

amount of that day)

- You can’t redistribute clicks for a referral as long as the message that indicates single clicks record in

the clicks table is appearing

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On the right side we can also see the Grouped Referrals Details view as shown in Figure 1.7, that is

displayed if we select a Flag node in the referrals tree view (Grouped By Flags mode). This view has

Flag icon of the current selected flag. The Statistics area, Referrals Count is the number of referrals

having this flag assigned to them, Percentage is the ratio of this flag’s referrals count to the total

number of current referrals, Status is indicator for the relationship between this flag’s referrals count

and the previous count (Decreasing, Increasing or Constant).

Description text area is used to associate some text to describe the usage of such flag according to your

preference. Recently Added Referrals tree view shows the referrals that have been added to this flag’s

group by the automatic flags assigning feature. Graphs area contains Last 7 Days Count Trend, Last 15

Days Count Trend and Last 30 Days Count Trend that show the change of the number of referrals

having this flag on each of the defined past days from today.

Figure 1.7 – Grouped Referrals Details View

ATTENTION

- If you edit the description, you will see a flashing warning sign above the Update button, you should

press the Update button to commit the changes in the description.

- If you double click a referral node in the recently added referral tree view or press View Details, you

may get an error message because of this referral doesn’t matching the current active filter or it is

recycled and you have set the option to hide recycled referrals.

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Options In this section, we will check the options window and describe the possible software settings that we

can control according to our preferences. To open the options window, select Tools>Options from the

menu bar or Press CTRL+Shift+O. The options window should look like the Figure 2.1.

In the Account Summary area, the Show active/inactive referrals as percentage check box controls the

way the active and inactive referrals columns are displayed in the Clicks History table of the Account

Summary to be either numbers or percentages as shown if Figure 2.2.

Figure 2.1 – Options Window – General (left) and Referrals (right)

Figure 2.2 – Options – Account Summary(Show active/inactive referrals as percentage)

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In Average Color Control area, we have two sliders one that defines the average lower limit (between

Red and Yellow) and the other defines the average upper limit (between Yellow and Green), in Figure

2.3 we can see some of the controls that are colored using these options.

Figure 2.3 – Options – Average Color Control (Lower Limit and Upper Limit)

In the Post Adding Exported Data Tasks, you can instruct the software to run certain tasks immediately

and automatically after every exported referrals data added. The Clear the To Be Recycled marker for

all referrals check box will make the software to clear any To Be Recycled marker on all the referrals.

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The Referrals tab contains other options for controlling the referrals list, referral details view, clicks

graph and automatic flags assigning. For the Referrals List, we have the Do not show recycled referrals

at all check box, this hides the recycled referrals from the referrals tree view permanently. Figure 2.4,

shows the recycled referrals are displayed because this check box was cleared as well as the Hide

Recycled Referrals check box above the referrals tree view.

ATTENTION

- Hide Recycled Referrals check box is dimmed if the Do not show recycled referrals at all is checked

in the options.

Figure 2.4 – Options – Referrals List (Do not show recycled referrals at all)

Referral (Since/Last Click) Dates Mode has three modes, Real to display the date as real only, Relative

to display the date as relative only or Both. Figure 2.5 shows some examples of the possible modes and

their effect on the dates displayed on the referrals details view.

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Figure 2.5 – Options – Referral (Since/Last Click) Dates Mode

Referral Graph has Height to specify the maximum clicks per day, the Width to specify the number of

days to be displayed from today, and the Bold Vertical Lines to split the graphs vertically every 5, 7 or

10 days. The Do not place vertical bold lines on Sundays check box is enabled if the Bold Vertical

Lines equals 7 days, this is used to place the lines either on Sundays or on 7days from Today. Figure

2.6 shows the Referral Graph options effect on the clicks graph of the referral details view.

Figure 2.6 – Options – Referral Graph

Automatic Flags Assigning, to enable this feature enable the By Profit % radio button or the By Filters

radio button, and to stop it enable the Disabled radio button. The Run always after adding referral data

check box instructs the software to run the automatic flags assigning after adding new exported

referrals data automatically. The Reset Flags Descriptions button is used to set the different descriptions

of the flags to provide relevant descriptions according to the automatic flags assigning grouping

criteria.

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ATTENTION

- The Reset Flags Descriptions button will use the saved filters descriptions if the By Filters radio

button is enabled under Automatic Flags Assigning section

Referral Analysis section has Do not hide last days/weeks due ref. since date check box which is used to disable such feature when viewing a particular referral’s details and analysis section.

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Adding Referrals Data In this section, we are going to see how can we add the exported referrals data from Neobux into the

software. There are two approaches to do so, the fist one is used one time if you are using the software

for the first time and if you have been used to save the exported referral data as text files. The second

approach is used on daily basis.

The fist approach is to add the exported referrals data text files as batch, to do so, select Tools > Add

Referrals Data > Load Exported Files or press CTRL+L. You should see Load Exported Files window

as shown in Figure 3.1.

Figure 3.1 – Load Exported Files window

First, click Browse button and select the folder that contains the exported referrals data text files. Then,

if you have used to name the text files with patterns similar to date format, check the Set specific

filename pattern and select the correct format from the drop down list or type it. Then, if you have sub

folders in the selected folder that includes exported referrals data text files, check Include files in sub-

folders as well. Now, press Load button so that all the files found inside the selected folders are added

to the list of files. Figure 3.2, illustrates the list of files before pressing Update button.

The list of files loaded should be sorted in order from older files to recent ones, if the files are still out

of order you can manually adjust them using the Move Up and Move Down buttons. Once, the files are

in correct order, press the Update button.

The software now will process all the files selected and add them into the software’s database, after the

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operation is completed, you should save this data using File > Save or Press CTRL+S.

Figure 3.2 – Load Exported Files (the list of files loaded)

ATTENTION

- The selected folder should contain only text files having the exported referrals data, if there are other

text files having different data, they should be removed from such folder before pressing Load button

- The filename pattern should follow date like format for example the format dd_MM_yyyy.txt

supports the files 18_04_2013.txt and 30_01_2012.txt. Another example the format yyyyMMdd.txt

supports the files 20130418.txt and 20130130.txt.

- The Load Exported Files approach is used once for the first time of the software, when we add all the

old exported data text files, we don’t need to re-add such files any more. We should use the Paste

Exported Data approach instead afterwards.

- The saved XML file holds the previously exported data and membership details, to append new

exported data, we open the saved file first then add the new exported referrals data then save to the

same file and so on.

The second approach is to paste directly the copied exported referrals data from Neobux into the

software, to do so, open the last saved XML file, copy the exported referrals data from Neobux then go

back to the software and select Tools > Add Referrals Data > Paste Exported Clipboard or press

CTRL+V then you should save to the same opened file. Figure 3.3 shows how to export referrals data

from Neobux, you should follow the instructions until you copy the data to clipboard.

ATTENTION

- Don’t forget to make a new backup text file of the new exported referrals data from Neobux.

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Figure 3.3 – Exporting Referrals Data from Neobux website

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Membership Details The software requires from you to enter all the memberships you have purchase or won via Adprize, if

you don’t add any memberships, the software will consider that you are Standard user. In this section

we will see how to add memberships.

To add memberships, open the saved XML file, then select Tools > Membership Details or press

CTRL+M. The Membership Details window should look like Figure 4.1.

Figure 4.1 – Membership Details window

To add new membership, select Type (Golden or Ultimate), set the From Date to equal the starting date

of this membership and the Renewal cost, then press Add button. The new membership will be added

to the Memberships list. You can delete any added membership by highlighting it in the Memberships

list then click Delete button. After you make all the updates you need to do click OK to apply the

changes. You should save by selecting File > Save or press CTRL+S.

ATTENTION

- The renewal cost can be used in case of special discounts, for example the Golden costs 75$ on

Christmas offer and Golden costs 0$ if was won via Adprize or purchased using Neopoints.

- The memberships of same type can’t overlap, if you try to add a membership that overlaps with a

membership of same type in the Memberships list you will get an error message indicating so.

- The software supports only Golden and Ultimate memberships. If you don’t add any memberships,

the software will consider you are Standard.

- The memberships details are essential for calculating correct earnings and profit of your referrals.

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Sorting Referrals In this section, the sorting methods will be described. This software has a sorting feature in order to sort

your referrals in the referrals tree view using specific parameter(method) either ascending from lowest

to highest or descending from highest to lowest. The sorting method is selected from the Sorting drop

down list above the referrals tree view on the left side. To control the sorting direction set the Up radio

button for ascending sorting or the Down radio button for descending sorting. The following Table 5.1

will describe the possible sorting methods.

No sorting is applied on the referrals.

Sorting referrals by their current average.

Sorting referrals by their total clicks.

Sorting referrals by their last click date.

Sorting referrals by their referral since date.

Sorting referrals by their ID.

Sorting referrals by their Last 7 Days Clicks.

There are similar methods for 15, 30, 60, 90, 150

and 240 days.

Sorting referrals by their Last 7 Days Profit.

There are similar methods for 15, 30, 60 and 90

days.

Table 5.1 – Sorting Methods

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Referrals Filtration This software has the ability to apply set of filters in order to control the referrals tree view, only the

referrals matching the enabled filters will get displayed in the referrals tree view. In this section, the

available filters will be described with some examples. To open the Filter Referrals window press the

Filter button located above the referrals tree view on the left side. The Filter Referrals window will

look like Figure 6.1. Activate Filter check box is used to enable the filtering or not. Save/Apply Saved

Filters has 9 different filters to save and apply. The Use Defaults button is used to clear all the filters

and set the default values in their fields. To enable specific filter, set its corresponding ON radio button

and specify its fields with the possible selections and values range.

Figure 6.1 – Filter Referrals window

Below table (Table 6.1), we will check each of the available filters with example values and their

description.

Display only referrals having average between 0

and 0.5.

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Display only referrals having total clicks between

0 and 10 clicks.

Display only referrals having last click date

between 0 and 7 days.

Display only referrals who are referral since 0 and

21 days.

Display only referrals having last 7 days clicks

between 0 and 4 clicks.

There are other options for last 15 or 30 days.

Display only referrals who clicked once or twice

after 7 days.

Display only referrals who are moved from Green

flag to Yellow flag.

There are other options for other flags transitions.

Display only referrals having minimum clicks on

a Day between 0 and 3 clicks.

Display only referrals having maximum clicks on

a Day between 9 and 9999.

Display only referrals who made between 0 and 4

clicks on each of the latest 3 weeks.

There are other options from latest week to latest

7 weeks.

Display only referrals having the orange flag as

their current flag.

There are other options for other flags.

Display only referrals having probability of 80%

to 100% to click after 6 to 30 days.

This is based on the Activity Histogram of a

referral (Previous clicking history “habit”)

Display only referrals that are not likely to click

today.

There is other option for referrals likely to click

today.

This is based on the Activity Histogram of a

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referral (Previous clicking history “habit”)

Display all referrals despite they have associated

comment(note) and despite they are marked as to

be recycled.

Table 6.1 – Available Filters to apply on the referrals

ATTENTION

- All the filters having ON radio button set, will be applied on the referrals that are going to be

displayed in the referrals tree view. Only if the Activate Filter check box is checked.

- The Filter button located above the referrals tree view will have highlighted color if the Activate Filter

check box is checked.

After you specify set of filters settings you can save the current filter to one of the saved filters for

further usage in the future. To save the current filter, select the saved filter from the drop down list and

click the save button. To load saved filter, select the saved filter from the drop down list and click the

apply button then Click OK to apply the filter on the referrals tree view. To associate description for the

selected saved referral press the button beside the list directly and set the text of your preference then

press Update to confirm. You can view the description associated with the selected saved filter by either

hovering the mouse over the button beside the list to show tooltip or by pressing the same button.

There is an option to join two filters together at the same time without apply each filter separately, to do

so, select the Join tab in the Filter Referrals window, select which filter to join with the currently loaded

filter and select which method to join the two filters either AND or OR.

ATTENTION

- The selection of the list of saved filters is not maintained after you close the Referral Filter dialog.

Each time you open the Referrals Filter dialog, you will see that Filter 1 is shown in the list. (This

doesn’t necessarily mean the currently loaded filter settings belong to Filter 1)

- The description text associated with the saved filters will be used as description for the flags in case

of using Automatic Flags Assigning By Filters.

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Referrals Recycling Assistance Wizard This feature is used to actually perform the recycling on Neobux website of the referrals marked as to

be recycled inside the software. To use this feature, apply the filters that you use to decide which

referrals to recycle, mark the referrals to be recycled, once you are confident with the referrals to be

recycled, select Tools > Referrals Recycling Assistance Wizard or press F6. You will see Figure 7.1.

Figure 7.1 - Referrals Recycling Assistance Wizard

The first referral’s ID in the wizard is copied automatically to the clipboard, go to Neobux referrals

page and hit CTRL+F then paste the copied ID to locate the referral to be recycled. Apply either

manual recycling or unlock for free auto recycling based on the suggestion in the wizard, go back to the

wizard and press Next Referral then repeat the same process.

ATTENTION

- The wizard will show all referrals marked as to be recycled despite they are currently displayed in the

referrals tree view or not

- You should have at least two referrals marked as to be recycled to be able to use this wizard.

- The referrals are sorted in the wizard based on the referral since date from recent to oldest referrals

similar to the default sorting on Neobux rented referrals page. If you can’t find a referral on the current

page, you may need to navigate to next pages to reach that particular referral. Also, the visualization

filter may hide that referral if he doesn’t match it.

- The manual recycling or free auto recycling suggestion in the wizard is based on the last click date of

the referral and the current membership free recycling last click date. For example, Standard free

recycling last click date it 14 days.

27

Mass Actions The software provides mass(bulk) actions to be applied on the currently displayed referrals in the

referrals tree view instead of doing the same actions individually one by one on each referral. These

actions include setting certain flag, marking/clearing the to be recycled marker or setting/clearing

comment(note). To do so, apply filter on the referrals to display the referrals of interest, click the target

action’s button in the Mass Action area located above the referrals tree view on the left side, then

specify the change to apply.

ATTENTION

- The Mass Actions are applied only on the currently displayed referrals in the referrals tree view.

- There are shortcut keys to apply mass actions, press CTRL+Shift+G for Flag, press CTRL+Shift+R

for To Be Recycled, or press CTRL+Shift+T for Comment.

28

Automatic Flags Assigning This feature is used to allow the software to automatically assign the flags to the referrals based on their

last 30 days profit % or based on the saved filters.

The first approach is by using the Profit %, it categorizes the flags as follows.

White flag, is the default flag and is always empty after running the operation

Red flag, is the group of referrals having last 30 days profit equal -100% (including zero

clickers)

Orange flag, is the group of referrals having last 30 days profit equal -50% to -100%

Yellow flag, is the group of referrals having last 30 days profit equal 0 to -50%

Green flag, is the group of referrals having last 30 days profit equal 0 to +50%

Cyan flag, is the group of referrals having last 30 days profit equal +50% to +100%

Blue flag, is the group of referrals having last 30 days profit equal +100% to +200%

Purple flag, is the group of referrals having last 30 days profit equal +200% or above

Black flag, is the group of recycled referrals.

To enable this feature, select Tools > Options, select Referrals tab and in the Automatic Flags Assigning

section set the By Profit% radio button, check the Run always after adding referrals data, click Reset

Flags Descriptions then click OK.

The second approach is by using the Filters, it categorizes the flags as follows.

White flag, is the default flag and it will contain referrals that didn’t match any saved filter from

1 to 7

Red flag, is the group of referrals matching saved filter 1

Orange flag, is the group of referrals matching saved filter 2

Yellow flag, is the group of referrals matching saved filter 3

Green flag, is the group of referrals having matching saved filter 4

Cyan flag, is the group of referrals matching saved filter 5

Blue flag, is the group of referrals having matching saved filter 6

Purple flag, is the group of referrals having matching saved filter 7

Black flag, is the group of recycled referrals.

To enable this feature, select Tools > Options, select Referrals tab and in the Automatic Flags Assigning

section set the By Filters radio button, check the Run always after adding referrals data, click Reset

Flags Descriptions then click OK.

ATTENTION

- The automatic flags assigning will override any manual flags assignment you apply to your referrals

- The last 30 days profit is calculated whatever the referral since date is lower than 30 days or more,

this is processed correctly by the software.

- The automatic flags assigning by filters will apply the filters sequentially from filter 1 to filter 7, once

a referral matches a particular filter, the following filters checking will be skipped for such referral and

will be assigned to the corresponding group of the matched filter

29

Miscellaneous (Referrals icons, Keyboard shortcut keys)

Normal referral

with average in the Red

range.

Referral with

average in the Red

range and marked as to

be recycled

Referral with

average in the Red

range and has

associated note

Referral with

average in the Red

range and has

associated note and

marked as to be

recycled

Normal referral

with average in the

Yellow range.

Referral with

average in the Yellow


be recycled

Referral with


range and has

associated note

Referral with


range and has

associated note and

marked as to be

recycled

Normal referral

with average in the

Green range.

Referral with

average in the Green


be recycled

Referral with


range and has

associated note

Referral with


range and has

associated note and

marked as to be

recycled

Recycled referral.

Table 10.1 – Referrals Icons

CTRL+N Create New XML file

CTRL+O Open XML file

CTRL+S Save XML file

CTRL+Shift+S Save XML file as

CTRL+F Find Referral

CTRL+C Copy Referral ID (Enabled only if referral details view is displayed)

CTRL+T View/Edit Comment (Enabled only if referral details view is displayed)

CTRL+G Flag (Enabled only if referral details view is displayed)

CTRL+R To Be Recycled (Enabled only if referral details view is displayed)

CTRL+Shift+T Mass Edit Comment

CTRL+Shift+G Mass Flag

CTRL+Shift+R Mass To Be Recycled

CTRL+M Membership Details

CTRL+V Paste Exported Clipboard

CTRL+L Load Exported Files

CTRL+Shift+O Options

F5 Run Automatic Flags Assigning

F6 Run Referrals Recycling Assistance Wizard

Table 10.2 – Keyboard Shortcut Keys

30

Getting Started with Old Exported Text Files In this section, the steps for using the software for first time and you have used to save the exported

referrals data in text files. The software can import all the old exported data saved in text files before

you start utilizing this software for future usages.

1- Open the software

2- Select File > New, then specify file name and location. (This is the XML file that will act as a

database of all your rented referrals and memberships data)

3- Select Tools > Add Referrals Data > Load Exported Files

4- Proceed with the steps required to load the exported data text files

5- After the operation is completed, select File > Save

6- Select Tools > Membership Details

7- Add any Golden/Ultimate memberships you have purchased or won

8- Select File > Save

9- Close the software

ATTENTION

- This section assumes that you have read all previous sections, if you don’t know how to perform any

step, you can check the detailed previous section covering such step.

- From now on, you have a saved XML file that has all the old exported referrals data and memberships

data. To add new exported referrals data or new memberships, you open this file and add the new data

then save to the same file and so on.

- The exported referrals data text files should be loaded in to the software in correct order from older

files to the most recent ones.

- You don’t need to re-add the exported referrals data text files every time you use the software, the

saved XML file contains the added exported referrals data already.

- If you are using the full version, the software will open the last saved XML file automatically for you

after launching the software.

31

Getting Started without Old Exported Text Files In this section, the steps for using the software for first time and you haven’t exported your rented

referrals data before. The software can import new exported referrals data directly from clipboard after

you have exported them from Neobux rented referrals page.


2- Select File > New, then specify file name and location. (This is the XML file that will act as a

database of all your rented referrals and memberships data)

3- Go to Neobux rented referrals page and export your rented referrals data, proceed with the

windows until you copy the exported data to the clipboard

4- Go back to the software

5- Select Tools > Add Referrals Data > Paste Exported Clipboard (or press CTRL+V)



8- Add any Golden/Ultimate memberships you have purchased or won



ATTENTION








32

Using the Software on Daily Basis In this section, the steps for using the software normally on daily basis after we have prepare a saved

XML file by following any of the Getting Started sections above. What we do is, open the saved file,

add new exported referrals data of today, add any new membership if exists, apply filters and sorting to

identify which referrals to recycle, mark the referrals to be recycled, run the referrals recycling

assistance wizard to recycle the marked referrals on Neobux, save the opened file and close the

software.


2- Select File > Open, and select the file you have saved in the Getting Started section

3- Go to Neobux rented referrals page and export your rented referrals data, proceed with the

windows until you copy the exported data to the clipboard

4- Go back to the software

5- Select Tools > Add Referrals Data > Paste Exported Clipboard (or press CTRL+V)



8- Add any new Golden/Ultimate memberships you have purchased or won


10- Apply filters according to your recycling strategy to identify which referrals to recycle

11- Use the sorting methods to prioritize the recycling of your referrals

12- Mark the referrals that you decide to recycle using To Be Recycled marker

13- After you mark all the referrals you want to recycle and confident that you should perform the

actual recycling on Neobux, run the Referrals Recycling Assistance Wizard from Tools or press

F6

14- After you are done with the recycling, select File > Save


ATTENTION



- For best and accurate results, ensure you export the rented referrals data every day and on a fixed hour

of the day (24 hours period). The optimum timing is everyday mid-night (12:00 AM) your local time.






Documents

neobux_referrals_handy_manager_user_guide__en_.pdf