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Settings. Content

 Time to read: 8 min

topic.png The article covers the following topics

You can adjust your platform settings by navigating to the 'Settings' section. The section is divided into 3 groups:

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click__1_.pngThere are 3 articles that cover the processes of configuring settings:

Content tab

The 'Content' tab includes a range of options for configuring the use of your admin panel. Below you will find a description of all these options. 

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Pages

Static pages are displayed in the Affiliate panel footer. They can be filled in with additional information for Affiliates as well as with links to external resources, for example, the Affiliate network forum or tracker integration FAQs.

 You can add the Static Pages List here:

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You can name, save, delete a category, and change its position in the footer as shown in the screenshot below:

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In the 'Pages' section you can choose which type of content should be there:  Content or  LinkIf you choose a Link, then you can use the 'Edit' button to add the URL.

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Categories 

Categories can be used to simplify the process of searching for Offers for Affiliates in a Categories List

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You can name and rename the Category.

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Goals 

On the 'Goals' page you can enter standard Goals Titles for Offers so that your Affiliates could use them.

To add a new Goal, use the 'Add' button:

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You will see the 'Add Goal' page where you can name a new Goal.

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You can edit the existing Goal by clicking on the 'Edit' button.

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 Currencies

The 'Currencies' section allows you to use and set different currencies for offers and minimum payment for them.

If you want to set payouts and to pay affiliates in different currencies, you should navigate to the 'Settings' section -> 'Content' -> 'Currencies'. Here you can choose the necessary currencies and select the default one.
As a result, you will be able to divide statistics by currencies. To observe all the statistics, you can choose the tab with a default currency.

import.png Note, that currencies are updated in the system every 3 hours. The currency exchange rate between default currency and payment currency in conversions is recorded at the moment of the Postback event. 

You can turn on/off the currency you need by clicking on a turn on/off button. To assign currency as default, you need to click on make default button.

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You can check the list of currencies via API as well:

GET /3.0/admin/currency

https://api.affise.com/docs3.1/#currency-list

 Payment systems

Use this section to set custom payment methods for your Affiliates.

You will see the list of Payment Systems here. To add a new payment system, click on the 'Add' button.

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You may set any payment system you need, select a currency, and fill in custom fields with additional information.

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You may get the list of payment systems via API as well:

GET /3.0/admin/payment_systems

 https://api.affise.com/docs3.1/#payment-systems-list

 Email templates 

In this section, you can edit email templates and notifications for the affiliates.

You can observe all the existing templates on the Email templates page.  

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You can Edit templates and Reset settings to default using those buttons, respectively.

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Edit Letter template page allows you to edit the Subject and Body of the emails using HTML.

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 Traffic sources

You can add traffic sources to mention them in offers settings. Your Affiliates will be aware of what traffic source is desired for a particular offer. Here you can Add new Traffic source, Edit or Delete existing Traffic sources:

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Targeting groups

Here you can manager the click flow regarding general and personal targeting groups. This option serves for all offers existent on the platform.

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Here you can find more information about work of this option.

Salesforce fields

In this section you can customize fields for sync with Salesforce.

Here you will see the list of Affiliate fields in Affise (on the left) and Salesforce fields (on the right). Take the fields from the 'Fields & Relationship' section on the Salesforce side of the object into which the data will be unloaded. Once the needed fields have been matched click on the 'Save' button. It is not necessary to set the match for all fields, the blank fields will be ignored when the data are unloaded. 

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 Marketplace 

In the 'Marketplace' section, you may set third-party integrations with different sources. 

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click__1_.png Find out more about Third-party Integrations here.

article.pngYou may also find the following articles helpful:

 If you have more questions on the Settings section, feel free to contact the Affise Support Team via support@affise.com or your Dedicated Account Manager.

Updated by Lizaveta Talkachova

 

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