Updated - Feature Release 3.4.1 (October 2023):
Updated - Feature Release 3.4.1 (October 2023):
Ability to select multiple advertisers for filtering inside Offers > Manage table overview
Added search function and column customization for 'Encoded Value' inside Offers > Manage table overview
Added filters for 'Country' and 'Region' inside Partners > Manage table overview
Added filter and column customization for 'Payment Terms' inside Partners > Manage table overview
Added column customization and export ability for 'Website' inside Partners > Manage table overview
Navigation & Customization
Offer, Advertiser, and Partner Manage Tabs
Navigate to: (Hamburger Menu) Navigation Bar > Offers/Partners/Advertisers > Manage
See added functionality in the following tabs:
Manage Overview
Name and vertical dots are sticky on either side of each row.
At the top right, you can find additional Table Actions by clicking on the vertical dots
Add Offer from Template: Create a new offer via a pre-setup template
Share: Redirects to the Direct Message tool.
Export: Export table to a CSV or JSON
Columns Customization: Toggle on and off which columns you would like visible in the table
Show API Request: See the API call for the customized table
When exporting your Partners (Affiliates) list, to a CSV or JSON, additional fields are available to include the custom sign-up information collected. These custom fields allow you to export data. Including:
Sign Up - Referral Code
Sign Up - Website
Sign Up - Advertise Method
Sign Up - How did you hear about us
Sign Up - Legal Entity Type
Sign Up - Tax ID / VAT or SSN
Sign Up - User Agent
Sign Up - User IP
Sign Up - Mailing Address
Sign Up - Date/Time
Sign Up - Custom Fields
Sign Up - Promotional Information
Access Filters by clicking on the funnel icon or the Active pulldown menu.
The active pulldown menu is only available in the Offers > Manage screen. It allows you to quickly change the filter on the status of the Offer. By default, it will be set to Active.
You can filter the overview by various data points such as Labels, Account Managers, and Categories.
Check Box Selection allows you to select multiple rows at once for a specific action.
Change Status: Set to Active, Paused, or Deleted
Bulk Edit: Preselect rows with check box to Bulk Edit
(Only for Offers) Share: Creates a Direct Message for the selected Offers
(Only for Partners) Change Notification Preferences: Enable/disable optional notifications for selected Partners
Manage > Partners / Advertisers > Pending Tab
Check Box Selection allows you to select multiple rows at once for a specific action.
Approve or Reject pending applications
(Only for Advertisers) Edit allows you to designate an Advertiser Manager to selected rows.
(Only for Partners) Edit allows the following for selected rows:
Update Partner Manager
Update Partner Tiers
Update Traffic Source
Update Internal Notes
Manage > Partners > Unverified Tab
To find out more about Partner Sign Up and Email Verification, click here. The Partners in this tab did not verify their email address upon signup.
Clicking on the vertical dots at the end of each row provides the option to:
Resend the verification email to the email address in the "User Email" column.
Bypass the email verification step, and approve the Partner's application.
