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Step 3: Affiliates

Affiliates section comprises such affiliate management features as account creation, editing, advanced search, tagging and other options.

Account Creation 

If you need to create an Affiliate account, you can just choose 'Affiliates' section in your Admin Panel - > move to Affiliate Management and find 'Add' button:

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All you need is to fill in the following form:

affiliateform.gif

There is one required field in the form - Email and Name. Make sure that they both differ from each other since it'll further affect tracking flow. The rest of the fields are optional.

One more important setting is Affiliate's status:

  1. active (marked in white)
  2. on moderation (marked in grey)
  3. banned (marked in red)
  4. not active (marked in yellow)

If you lack for the needed fields in the registration form of your Affiliates, you can always add more just using custom sign-up fields which can be created in Settings -> Registration. 

Additional settings:

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Allowed sub account 1 & 2 option lets you block or whitelist some of the sub accounts 1&2 values (received from your Affiliate via a tracking URL in &sub1=,&sub2= parameters) on the affiliate's level. Write one or more values delimited by a comma to whitelist sub account values. Turn on 'block' button on the right to block the values you've written. Only digits, letters, commas are available.

Affiliates Import

If you're dealing with a long list of affiliates or moving to Affise from other tracking solution, you can upload your Affiliates list just in a few clicks using Affise Import option. Find out more about Affiliates Import procedure here

Tagging

If you need to add some specific tags to particular Affiliates, it can be easily done once you're on Affiliates list page:

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Highlighting

Use this function to highlight affiliates for further processing (for example, to verify traffic). To highlight an affiliate with a color you need to double-click its row. 

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 Edit Affiliate

To edit Affiliate's Account press on 'Edit' button of a specific Affiliate on your list:

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Use this page to define such options as a connection to particular offers, a status of an affiliate, disconnect affiliates from selected advertisers, as well as to take notes only visible to the manager.

On edit page you can also manage referral percent assigned to a specific Affiliate. Find out more about how you can manage referral payments in the detailed guide here.

Adding Global/Local Postbacks

You can easily manage affiliates postbacks, choose the statuses and goals,change a priority between a global and local ones with just one click on the checkbox.

IP.png

import.pngAlso, find a list of IPs on the same page which can be copied and whitelisted on your Affiliate's side. The IPs you'll see on this page are IPs affiliate's postbacks are sent from.

Find out more about Affiliate's postback sending logic here

Pixel Management

On this very page you can check Affiliate's pixels which are waiting for your moderation:

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Under 'Moderation' column you can approve,reject pixel codes or leave them pending your approval.

Testing Links

This sub-section is created for testing Affiliates' tracking URLS and checking if the Integration flow you've set working in the proper way.

Check the related detailed guide on how to test Affiliate's tracking links, which queries you may face during the test and how to solve them here

Affiliates an auth log 

This page shows the list of Affiliates' 'sign in's by IP-addresses:

IP.png

You may also find the following articles helpful:

If you feel like there are some questions left upon Affiliate's Account creation, feel free to address them to Affise Support Team via support@affise.com or your internal live-chat as long as to contact your dedicated Account Manager. 

 

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