Time to read: 8 min
The article covers the following topics:
- Content tab
- Payment systems
- Email templates
- Traffic sources
- Targeting groups
You can adjust your platform settings by navigating to the 'Settings' section. The section is divided into 3 groups:
There are 3 articles that cover the processes of configuring settings:
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.
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:
You can name, save, delete a category, and change its position in the footer as shown in the screenshot below:
In the 'Pages' section you can choose which type of content should be there: Content or Link. If you choose a Link, then you can use the 'Edit' button to add the URL.
Categories can be used to simplify the process of searching for Offers for Affiliates in a Categories List.
You can name and rename the Category.
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:
You will see the 'Add Goal' page where you can name a new Goal.
You can edit the existing Goal by clicking on the 'Edit' button.
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.
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.
You can check the list of currencies via API as well:
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.
You may set any payment system you need, select a currency, and fill in custom fields with additional information.
You may get the list of payment systems via API as well:
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.
You can Edit templates and Reset settings to default using those buttons, respectively.
Edit Letter template page allows you to edit the Subject and Body of the emails using HTML.
Email template parameters serve for substitution with the real values. For example, the 'offer_title' parameter will be substituted for a real title of an offer.
It is not possible to use parameters for one template in another one.
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:
This section allows you to create presets for targeting groups - preinstalled templates for general and personal targeting groups, which you can select when creating/editing the offer:
Press 'Add' button to create a preset:
The process of the preset creation is the same as if you created a real targeting group in the offer.
In the Change log you can see who created/edited/deleted the preset and check out what exactly was edited:
In the 'Settings' section you can manage the click flow regarding general and personal targeting groups. This option serves for all offers existent on the platform.
Here you can manage the next options:
- 'Consider personal targeting only' option allows you to control the targeting group selection when click comes to Affise. When the option is OFF, then personal Targeting groups will be checked and if the click doesn't meet their restrictions, general Targeting groups will be checked. When the option is ON, then personal Targeting groups will be checked and if the click doesn't meet their restrictions, it will be redirected to Trafficback. Here we have a detailed guide on Targeting group selection.
If a click does not comply with any targeting groups’ settings, it will be redirected to the Trafficback based on your settings.
- 'Send hosts only' option allows you to send only unique clicks (i.e hosts) to the Tracking URL of the Advertiser so the Advertiser will get only unique users.
Find out more about How Does Affise Define Click's/Conversion's Uniqueness.
Note that 'Send hosts only' option can be managed at three levels:
- Settings level (Go to 'Settings' section-> 'Content' tab -> 'Targeting groups' tab)
- Advertiser level
- Offer level
'Send hosts only' option of a higher level have more priority over the subsidiary 'Send hosts only' option of lower level/-s following the hierarchy (from the top priority to the lowest one): Settings level → Advertiser level → Offer level. So, If you enable 'Send hosts only' option of a higher level, the system will leave 'Send hosts only' subsidiary options of lower level/-s in a disabled state and do not allow to change its settings. At the same time, if you disable this option of a higher level, the system will restore 'Send hosts only' subsidiary options of lower level/-s in an enabled state.
Q1.: Why 'Send hosts only' option is invalid in the Offer?
Answer:'Send hosts only' option may be invalid at the Offer level because it is enabled at a higher level/-s. Check 'Send hosts only' option at the Advertiser level or Settings level.
Q2.:How do I get to use 'Send hosts only' option?
Answer: 'Send hosts only' option is available for Affise clients of Trial, Enterprise, Custom plans only. Contact your CS manager to get this option.
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.
In the 'Marketplace' section, you may set third-party integrations with different sources.
Find out more about Third-party Integrations here.
You may also find the following articles helpful:
- Affise Platform Overview
- Settings. Affiliate Dashboard Design
- Affise Trafficback Feature
- How to set custom domain name in Affise
- How to check the settings of your Custom Domains and SSL certificates?
- How to set up your custom email domain?
If you have more questions on the Settings section, feel free to contact the Affise Support Team via email@example.com or your Dedicated Account Manager.
Updated by Lizaveta Talkachova