This is a work-in-progress article to help you become more familiar with some of the terms you will find in this Help Center, in the DirectScale software, and in the Direct Selling industry.
Software and Technology Common Terms
Click here to view an extensive list of terms commonly used in IT and software development.
Direct Selling Glossary
Click here to view an extensive list of terms commonly used in the Direct Sales, Social Selling, MLM, and Network Marketing industries.
DirectScale Glossary of Terms
Admin Site: DirectScale internal reference to Web Office Admin functionality.
Associate: Term used throughout DirectScale platforms and Help Center content to denote an independent sales person who is engaged or under contract with a DirectScale client to purchase and/or sell goods or services, in order to earn a commission.
Associates earn commission through product sales and business building efforts of those they have recruited as resellers and who are part of their Downline. The client may determine the actual term to identify their own associates.
See also: Distributor, Representative, or Independent Business Owner (IBO).
Azure: Comprehensive set of cloud services that DirectScale uses to build, deploy, and manage applications through Microsoft’s global network of data centers.
Back Office: DirectScale internal reference to the associate-facing Web Office functionality (aka CloudSpark).
Client: Business using the DirectScale solutions. Each client is assigned a unique ClientID.
CloudSpark: An internal term for the Web Office and Web Office Admin. Also know as the Back Office or Distributor Portal.
Compensation (Comp) Plan: A complex set of business rules and conditions by which a client’s Distributor may earn rewards, bonuses, and/or commission payments.
Generally, the compensation plan will:
- Specify incentives and rank qualifications that determine commission earnings.
- Outline the details for the system to manage and organize the complex Genealogy/relationship aspect between Distributors, Preferred Customers, and Retail Customers.
Corporate Office: This is the heart of the DirectScale platform in that it acts as the database for many of the external or end-user facing elements. Nearly all the data and statistics that show in the Corporate Office are data streams from the commission and Genealogy engines. Also know as Data & Commissions and Disco. This part of the platform:
- Houses the actual commission programming and manages all the 3rd-party integrations needed for a client to function properly (money in, money out, tax, ERP, 3PLs, etc.).
- Functions as the e-commerce backbone by managing pricing, inventory, stores, promotions, etc.
- Serves as the corporate-wide reporting engine for things such as total sales, sales by market, etc.
Customer: Individual who orders goods or services from a Distributor. See also Preferred Customer and Retail Customer.
Data Points: See Statistics (Stats).
DirectScale Applications: The DirectScale family of applications currently include:
- Web Office Admin
- See also: Cloudspark Admin, Admin, Distributor Portal Admin
- Web Office
- See also: Cloudspark, Back Office, Office, Distributor Portal
- Corporate Office
- See also: Corp Office, Data and Commissions, Disco, Corp Admin
- Shop Site/eCommerce Admin
- See also: Retail Admin
- Shop/eCommerce Site
- See also: eCommerce, Replicated Marketing Site, Rep Site, Retail Site, Enrollment site
Disco: A DirectScale internal reference to the Corporate Office (Data & Commissions).
eCommerce/Shop Site: Serves as the storefront and promotional website for the client. This lets Distributors have a personal web presence and receive commissions for purchases and Enrollments that happen within the site. The client controls the look, feel, and functionality (brand experience) for all users.
The client also has access to specific pieces of the eCommerce Admin (aka Retail Admin) to change/modify their site content.
Enrollment: Captures information from an individual interested in purchasing or reselling a client’s products or services and creates the appropriate account type (Distributor, Preferred Customer, Retail Customer, etc.).
- Guides someone through the process of placing an initial product order and/or creating a recurring Auto Ship order.
- Guarantees new distributors agree to any legal terms and conditions that are required by the client.
- Safeguards that new distributors are placed in the organization or Downline of a specific distributor.
Enrollment may be accessed from the eCommerce Site and through the Distributor Portal.
Genealogy: Relationship of Distributors and customers within the client’s distributor organization.
Key Performance Indicator (KPI): See Statistics (Stats).
Key Points of Interest (KPI): See Statistics (Stats).
Notifications: Services that facilitate the communication between users in a variety of methods (chat, email, and text messaging). These services facilitate system communication for events like notification of new orders or Enrollments. They also provide channels for people to communicate with each other one-on-one or to broadcast messages to a Distributor's Downline.
There are three different services that provide support for the different types of communication methods:
- TeamLink provides chat services within the Web Office.
- ZipLingo provides the email and text messaging service.
- Custom Notifications provide the interface for the processing and routing of messages between the different services, as well as Web Office and Corporate Office.
All three of these services interact with each other to deliver the messages to the users, based on the method they set up for their personal preferences. This provides a variety of combinations that these services support to facilitate communication between users.
E.g., a user starts a conversation via the Chat interface in Distributor Portal, but the message is sent via text message or email to the recipient.
Office: Industry reference or common term used to describe the Web Office functionality.
Preferred Customer: Individual enrolled in an Auto Ship or other program that qualifies them to get certain perks such as wholesale pricing. The specific rules for a Preferred Customer are defined within a client’s Compensation Plan.
Public API Gateway: Used by 3rd-party developers to build custom applications that communicate with the different DirectScale services in a normalized manner. The gateway provides security, throttling, model transformation, and documentation for the public API set.
The gateway is built on the Azure API Management services, see https://azure.microsoft.com/en-us/services/api-management/ for more information.
Representative: See Associate.
Retail Admin: Also known as eCommerce/Shop Admin, this is the application where the client controls the look, feel, and functionality (brand experience) for all users on the eCommerce/Shop Site. The client also uses the Retail Admin to create and modify custom pieces of the eCommerce Site.
Retail Customer: Individual who purchases goods or services at retail price. Purchases can be made through a Replicated Marketing Site or directly from a Distributor (per a client’s business rules). This customer typically does not qualify for discounts, but may participate in all retail promotions.
Share: Application that lets Distributors and their Downlines share content on social media.
Statistics (Stats): Data points that are defined in a Comp Plan and can vary by client. Statistics are updated for orders or Enrollments that happen to Distributors or with members of their Downlines. These statistics drive business dashboards and reporting.
TeamLink: 3rd–party company with which DirectScale contracts to provide the service for the chat function in the user interface. TeamLink also communicates with ZipLingo to send Notifications when a user is offline.
Web Office: An application that the client’s distributors use. Each client may configure a custom Back Office experience for different use cases by using the available elements and features dictated in Distributor Portal Admin. Commonly referred to as Back Office or Office.
See also: Back Office, Distributor Portal, Office, or Cloudspark
Web Office Admin: Application that the client’s admins use to configure general settings about how and what features (i.e., pages) are accessible from the Web Office.
ZipLingo: 3rd–party company with which DirectScale contracts to send Notifications via emails or text messages.