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Bulk actions: offers

Time to read: 6 min

topic.pngThe article covers the following topics:

Bulk actions (mass actions) allows you to save your time when carrying out routine activities. Select the needed offers, choose the action and apply all changes in a few clicks.

General options

Currently, Affise offers the following things-to-do via bulk actions:

  • Managing payouts
  • Managing caps
  • Connecting affiliates to offers
  • Changing offer's status
  • Changing offer's privacy level
  • Deleting offers

You can select several or all offers: the system shows you the precise number of selected offers

To select all offers on the current page, tick the flag in the column's header:

alloff.jpeg

To select all offers across all pages, select all offers on the current page, and then click the total number of offers:

alloffersabs.jpeg

To reset the choice, click Reset:

resetoff.jpeg

Manage payouts

Via this action, you can:

  • Add payouts to ones, which already exist in the offer.
  • Replace payouts, which already exist in the offer, with newly created ones.
  • Delete all payouts, including ones, existent in the offer.

To manage payouts:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Edit Payouts. You see the general payouts' list, where you should choose what you want to do with payouts.

editpayouts.jpeg

3.a) To add new payout, select Add to existing and click Add new payout. Proceed with the step 4.

3.b) To replace payouts in the offer, select Replace payouts and click Add new payout. Proceed with the step 4.

3.c) To delete all payouts, select DeleteYou see a warning window. Type the Delete word (the case doesn't matter), and click Delete payouts from # offers.

bulk.png

import.png As the offer can't exist without payouts at all, after deleting payouts one general payout appears in the offer.

4) Set up the payout. Here you can learn more information about every field. Once done, click Add PayoutThe payout appears in the general payouts' list.

Payoutswindow.gif

import.pngBy clicking Add Payout on this step, you don't add it to the offer/replace the existent ones. To do it, proceed with the next step.

5) In the general payout's list, click Confirm to add all payouts in the list to the offer/replace the existent ones

Manage caps

Via this action, you can:

  • Add caps to ones, which already exist in the offer.
  • Replace caps, which already exist in the offer, with newly created ones.
  • Delete all caps, including ones, existent in the offer.

To manage caps:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Edit Caps. You see the general caps' list, where you should choose what you want to do with caps.

Caps_window.jpeg

3.a) To add new cap, select Add to existing and click Add new cap. Proceed with the step 4.

3.b) To replace caps in the offer, select Replace caps. General cap settings appears: you can set up the time zone, overcap, and so on. Proceed with the step 4.

capgensettings.jpeg

3.c) To delete all caps, select DeleteYou see a warning window. Type the Delete word (the case doesn't matter), and click Delete caps from # offers.

deletecaps.jpeg

4) Set up the cap rule. Here you can learn more information about every field. Once done, click Add cap. The cap appears in the general cap' list.

capsadd.gif

import.pngBy clicking Add cap on this step, you don't add it to the offer/replace the existent ones. To do it, proceed with the next step.

5) In the general cap's list, click Confirm to add all caps in the list to the offer/replace the existent ones.

Assign affiliates

To connect affiliates to the offer:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Assign Affiliate.

4) Search for needed affiliates by his name or email.

5) Select the needed affiliates.

6) Click Assign # selected affiliates.

affiliate.gif

The notification is sent to affiliates when they're connected to the offer via bulk actions.

Change status

To change offer's status:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Change Status.

4) Select the needed status.

5) Click Assign status to # offers.

changestatus.gif

Here you can learn more about offer's statuses.

The notification is sent to users when the offer is changing status via bulk actions.

Change privacy

To change offer's privacy level:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Change Privacy.

4) Select the needed privacy level.

5) Click Assign privacy to # offers.

changeprivacy.gif

Find more information about offer's privacy level here.

Delete offers

To delete offers:

1) Go to Offers.

2) Mark the needed offers with a flag.

3) Click Delete. You see a warning window, where the number of selected offers is shown.

deleteoff.jpeg

4) Type the Delete word. This validation is needed to prevent accidental deleting of offers. The case of the word doesn't matter.

5) Click Delete.

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