> For the complete documentation index, see [llms.txt](https://track360.gitbook.io/track360/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://track360.gitbook.io/track360/~/changes/7/section-2-partner-management/editor/2.6-open-affiliate-page.md).

# 2.6 Open Affiliate Page

* On Affiliate Management > Manage, click on the desired affiliate/IB row or click to the arrow icon on the rightmost of the row. 
* Click on the **Open Affiliate Page**. This functionality allows administrators to easily access and oversee all critical aspects of an individual affiliate's account.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe-HUVydlTIiwtKBZLvcK1UjiLIfb5eQV6pi4SnDGRko5RUzIIEY_dvjh4hofmCH58zO0s8o3IBferewGvvUY9_lkcU2g8fAQkI-Ahaq_MH_NUKnl85wL2KAKO5p1qXAtufsVmwEA?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Summary tab**&#x20;

* **Summary** tab offers a thorough overview of the affiliate/IB's account, focusing on three main areas: Affiliate Summary, Email Templates, and Reminders
* **Affiliate Summary** with essential details about the affiliate’s account and activity
  * **Assignment Date** with the date the affiliate was added to the system
  * **Email (Username)** is the affiliate's login email address
  * **Phone & Skype**, lists contact information for the affiliate
  * **Country**, with affiliate's geographical location
  * **Marketing Methods**, by the affiliate to promote (e.g., SEO, Email Marketing)
  * **Compliance Status**, displays current compliance with system requirements&#x20;
  * **Partnership Type**, displays type of partnership (e.g., individual, business)
  * **Affiliate Manager**, specifics the admin managing the affiliate
  * **Payment Details**, displays information on payment cycles, methods, and active deals
* **Email Templates** provides a quick overview of past communications and allows admins to send new emails
  * **View Sent Emails**, shows the history of previously sent emails
  * **Send New Email**, option to draft new emails using predefined templates or custom messages

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdi8sjQQVm3bfV4kRIEYxZ4Xm8oagAAOY-p29ToYKkGnK3YyoS6Pg6rwrqM5PDST5IsZ9_Xw9VNL1jc9wfs4ERPQB9-sYOW8dsWiz_jDdYLJwNRHdcKpcHK-GDJNHShkxeIhkal?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Note** section helps admins schedule follow-ups and task-related actions for the affiliate/IB
  * **Activity History**, observe the historical activity of the affiliate/IB&#x20;
  * **Add a Reminder** (icon), set reminders with specific dates and times for follow-up tasks
  * **Add a Note**, add detailed notes about the affiliate and tie them to reminders for efficient task management and distinguished as important
  * **Update Reminder**, update the deadline of existing reminders and notes by clicking the calendar icon
  * **Add a Reply** , leave replies under the reminder calendar icon for ongoing communications

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdVnKmn2rUoKU4JJAv2W2q9kcqbq79S55nzl-pavkTJC2CtPemoRviep8ZB0LCSehFT_sFvHGYqaxvAxz78Pq12ABYH0BmGNv84kz3x1GRPJjsQkEDvhhVpuFacBMOaiOBamAxekQ?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Details Tab**

* **Details** tab captures and allows the management of the affiliate's personal, company, contact, and payment information.
* **Personal Information** stores and edits the affiliate's basic personal details: Full Name, Nickname, Email, Date of Birth, Title (to specify a professional title), Profile Picture.
* **Company Information** for affiliates linked to a business, this section manages corporate data: Company Name, ID of Company Director and Tax Reference Number.
* **Contact Details** managed preferred contact method for the affiliate: Preferred Language, Preferred Contact Method, Existing Contacts, Add Contact Method, Phone, Chat Platform (platform and account ID), Edit Contact Details.
* **Payment Details** for setting up and managing the affiliate's payment preferences: Account Currency, Automatic Payment (enabling/disabling), Payment Threshold (minimum payout amount), Payment Instructions (internal notes for payment), Add Payment Method.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcp76Qka62sOfxa_I0YnRDETKYQ6tNygeUaQiK9UkuNX8tGCpaOKZEx182mhSOFGm3sT1FkExUIrxRz1bb-HHkut2aouTto9GFoJP7BoK7Mb44L7p0jqJlAirSk7e4d5IQLVPjKig?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **KYP Tab**

* **KYP (Know Your Partner)** tab is crucial for verifying the affiliate's registration, compliance, and necessary documentation
* **User Information** displays basic details about the affiliate: Registration Date, Last Update Date, Company and Email, URL (the affiliates URL), Address, Marketing Methods (Marketing strategies e.g., Social Media)
* **Uploaded Documents** where lists all submitted documents for review. It also includes an option to view any rejected documents

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfJe7PGqNAd1OvZoxnkC07B7jtEpaDmcTOINRcWpJ6iS9htx8tYskirgi6ekxu3Y5bUX2Srqc2KDzG81iJeBhMdiHlPV8uWcjbgSaDeCOLJmGylrVZaVZLzKM-Lmgmgty4y4fDUNw?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Settings Tab**

* **Settings** tab there are configuration options for managing affiliate-specific settings, loyalty plans, permissions, and more.
* Changeable Affiliate Settings with dropdown options
  * **Affiliate Manager** to assign or change the admin responsible for the affiliate
  * **Select Payment Cycle** to set the payment frequency (e.g., Monthly, Weekly)
  * **Select Account Status** to update the affiliate’s status&#x20;
  * **Master Affiliate**, link the affiliate to a master affiliate if applicable. Establishing the relations between each affiliate and sub-affiliate
  * **Select Partnership Type**, defining the partnership nature (e.g., Individual, Business)
  * **Affiliate Tags**, add categorization tags for better organization
  * **Sub Affiliates Default Deals**, set default deals for sub-affiliates

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdaMupvgjDfgGLrKQyxQ6HLMsVjM3MQ0qRbfhnphz0BkUjkhF9slsxcmcZZII-uYp5DgEQmnXxt8JSIdOLG2XI8oninfJkd3JQlH_iAjWkL2MhUssCOHWJS3VCRqIqOdFRt_LIS?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Affiliate Custom Parameters** to create custom parameters to track or personalize affiliate activities. Where you will see Existing Parameters settled for the affiliate, Add Parameters by creating new custom parameters for tracking and Edit Parameters (parameter's name, value, or tracking settings).
* **Roles and Permissions Selection**, to assign predefined roles such as "IBs" or "CPA Affiliates" and determine permissions for affiliate navigation in areas like "Integrations," "Profile," and "Campaign Manager."&#x20;
* **Save Roles & Permission** button to apply changes.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfWh32Qjq1l_UC_drQ4L0eMmxsOc9OGPM5INU5qgXRMvDHhqVmtopBh-3fDkw6lNTdJJ2s_NiJubVfdBaKgh-ONGWuX_ZXmqAHZvxUTv9fK_0w4RBBQSdvK9pgXmY3kmkoHqqwnrw?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **User Management and Permissions**, manage the users linked to the affiliate. Use on the right side of the rows: the **Change Username** button to edit the information (email, password, etc); and use **Reset Affiliate password** button to manually reset the password for the specific affiliate.

{% hint style="warning" %}

If the *username is not an email (or invalid email) you won't be able to use all the email's functionalities* later with this affiliate/IB (like resetting password, welcome emails, template emails, etc)
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfY6ROswAF_Q5mA8US3nzuBRgCbdOvVc4H2FRrFwV74XvLBsN_nQbkrRtFL08TLhklHN_sI-uWYhSVWoiA8SkXzagrKga1DgC_r-31kvEGOiMuF6tAYgz31-S_tKuwcNIOdt-T?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Activity Tab**

* **Activity** tab provides detailed insights into the affiliate's performance metrics over various time periods. It is designed to track and evaluate key indicators:
* In a tabular format including, **Signups, Qualified FTDs (First-Time Depositors), Deposits** (aggregate value of deposits linked to the affiliate), **Spread USD** (total spread generated by the affiliate’s referred users, expressed in USD), **Performance Commission (Main Currency)** is the total commission earned in the affiliate’s main account currency.
* In a horizontal format, **time metrics** like: This Week, Last Week, Last 6 Week, This Month, Last Month, Last 6 Months
* The **Relative Change** column highlights percentage changes over time, making it easier to identify growth or decline in specific areas.&#x20;
* For a more intuitive understanding of trends, each metric includes **graphical plots**. These visualizations help spot patterns, spikes, or dips in activity, offering a clear overview of affiliate performance.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXckKkOpZtsg4NpiJzPg10KaX5VZ1RaOE2bKXsjzcVnzhgh_skvH3j6ZK25_Cdb5NPHyAqRO1DoGKl912XGrGEewvTIutibaiAdqTzszGL4VI6lkFZOHNr-vRWSeZ5ZhJSgAiorbGQ?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **API Tab**

* **API** tab facilitates seamless integration between the platform and affiliate systems by offering tools for managing API access and configurations:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXft71qD-9GNaHaDQaMjFYwWVe39sL7YeDPn4J7rdInmO5J5Sz0NR4LG4G7t2vx2MS0GW0qmW45RENP-L7io17R61HtFTbV6ijQOCFoGlgBFoKS9w3IqxdPQDO14xQYvx4m32scg0Q?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **API Token Permission** dropdown enables you to assign specific API-related permissions to the affiliate. Once permissions are selected, click **Save Permissions** to finalize the changes
* **API Integrations** dropdown provides integration options for specific APIs, such as Leads or Account Registration APIs. Select the desired API and click **Add** to enable integration
* **API Key** allows you to check if an API key has already been generated and its expiration date. To renew the key, click the Extend Expiry Date button to update its validity
* **Whitelisted IPs** to secure API access. Define the **From** and **To** fields to define a range of IP addresses or add a single IP. Then, click **Add** to save the IP(s) to the whitelist. Additionally, find previously added IP ranges in the list with a **trashcan icon** to delete unwanted entries
* **Existing API Integrations** lists the already created and allowed APIs for the affiliate

### **Loyalty Program Tab**

* **Loyalty Program** tab to assign or configure a loyalty plan for the affiliate. Clicking the **Click to set** button opens a window to choose an existing loyalty plan and set its effective date. Also, it is possible to overview the **Affiliate Loyalty Progress** creating a report by a desired range date.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdXruSHR05najGHVlPBJx9sYZamuZppUCewTrCP4aKMOY5vwhhJmsmePgtcVrkHjY67MIJHgNHSX9RPHlVGpPtoJpU7E0sdxWr9Ae_LX4mI8fFPfLsXG-KaB8MbjatRlaw4vcai?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Pixels Tab**

* **Pixels** tab allows affiliates to manage and monitor user actions (like sign-ups or deposits) by setting up postback pixels for their campaigns, enabling event tracking and notifications. These pixels act as automated notifications sent from the platform to a specified URL when a particular event occurs
* Click the **Add Postback Pixel** button to open the setup window, then complete:
  * **Postback URL** is the tracking endpoint.
  * **Trigger Event** to select the event (e.g., Singups, FirstDeposits) that activates the pixel.
  * **Traffic Scope** to define whether the pixel applies to all campaigns or specific ones.
  * **Example of URL** will display a sample URL with placeholders for customization.
  * **System Parameters** incorporate parameters like {affid}, {clickId}, {campaign}, and {offer\_id} into the URL for detailed tracking.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfHJOZUV_OpssiBNw8xhLg0K03TWEouWUHT_H37M2jxyzKmJaO-K3rXR376GKqd2wNeTosdg9GF2TVYn8GdcaYnY29VrQnnOVQCoDBgfF0U8Amfs3caDzj2smp1z4SU0wkB0Z8N?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Deals Tab**

* **Deals** tab provided a list of all existing deals. Click by row on **Assign Deal** for the ones you wish to be activated to the affiliate. Otherwise, select **Unassign Deal** to remove the deal from the affiliate's list (without deactivating it).

{% hint style="info" %}
All assigned deals to be effective must to be applied to a campaign
{% endhint %}

* **Apply Deal to All Campaigns** button located on top right enables the deal across all campaigns, allowing the affiliate to earn commissions directly. Set the **Deal**, define the **Effective Date** (which could be retroactive) and check the corresponding boxes. Then, select **Update all Campaigns**
* **Current Affiliate Deals** lists all active deals assigned to the affiliate. It is elementary to assign the assigned deals to a campaign (in the Campaign tab)

{% hint style="warning" %}
If there is a current affiliate agreement but it is not added to a campaign, the affiliate is not receiving that agreement.
{% endhint %}

* **Assign From Existing Deals** lists all existent deals available to assign to the affiliate. Use the upper bar for filtering and searching deals.
* **Add Deal**: Click in order to be presented a pop-up to add a new deal ([see Deals section for more details](/track360/~/changes/7/section-3-setting-up-deals/editor/3.3-how-to-create-a-new-deal.md))
* **View Deal Details** by clicking the Deal ID which provides detailed information on qualifying conditions, formulas, and parameters

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeBEFAEf9EvBhfcuZ2jkGY4QXOdc7aXltiUXT1ujZ2xNj-KmI69T1HqOZUyHG7v1_iAupaB3a5wkNm8evGNnweJbUI4OTWpZF6hJPr2MVtYVVJVK35qEz-CLcLnDitRefUpH8QsBw?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Campaigns Tab**&#x20;

* **Campaigns** tab for managing and tracking the affiliate's marketing campaigns and promotional codes it).&#x20;

{% hint style="info" %}
All assigned deals to be effective must be applied to a campaign and it is only possible to have activated 1 deal per campaign.
{% endhint %}

* The **Campaign list** displays the historical and active campaigns. Each column left to right shows:&#x20;
  * **Campaign ID** (unique identifier of the campaign)
  * **Name** of the designated campaign
  * **Deal** displays the attached deal to the campaign. By clicking on it will show the historical deals associated, both past deals (in grey) as current deals (in green) linked to the campaign.&#x20;
  * **Change Campaign Deal** (gear icon with a pen) allows modification of the campaign’s assigned deal. By clicking the icon you will define the desired deal, the effective date (retroactive or future date), and the option of whether or not to include customers already registered prior to the effective date. Then, update Campaign.
  * **Past Deals** displays deal count previously linked to the campaign
  * **Future Deals** a summary of upcoming deals tied to the campaign
* Use the upper bar to **Search Current Affiliate Deals** campaigns by name
* The **Add Campaign** button allows you to create a new campaign. The process involves entering the desired **Campaign Name** and **Select Deal** to be linked to the campaign. Then, Add new Campaign button&#x20;
  * Managing different campaigns allows them to have different referral and client links and differentiate from which campaign they come from, which allows them to analyze later each performance in reports.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc04IEG9rvX7CzM1P-xCZNYEh-ypAINkDR0bWtdbWZp6OvMv6ynO3T0C-8U9qzCo14H6iYTmzC5-RaK3O6yJXWoQdEFsKuc7ZXD-GRt5-XuL65tLsBlexpzSZSGIn-xYQCIRX5yZA?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Campaign Custom Parameters** (gear icon) on the right side of each Campaign Row allow to manage parameters, is allowed to add as many customs parameters as are needed:&#x20;
  * **View Existing Parameters**
  * **Add Parameters** to input a new parameter name and the value
  * **Affiliate Tracking Integration** (link the custom parameters to affiliate tracking for monitoring purposes)
  * **Edit or Remove Parameters**.&#x20;
* **Promotional Codes** area provides tools to **Search** for a specifics codes and to oversee the **list of promotional codes** with the:&#x20;
  * **Code** (unique identifier created for the affiliate)
  * **Affiliate ID**
  * **Campaign ID**
  * **Expiration Date**
  * **Override Referral Tracking** (indicates if standard referral tracking rules have been overridden)
  * **Creation Date** of the promo code.&#x20;
  * **Edit option** (pencil icon), on the right side of the row, to modify existing promo codes
  * **Delete option** (trashcan icon), on the right side of the row, to permanently remove a promo code
* **Create Promo Code** button opens a window for creating new promo codes.&#x20;

{% hint style="info" %}
These promotional codes need to be configured on your customer-facing platform as well.  Contact your Support Team Members if you need support.
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf8WX-JBAjFs-4G0tsf6kexgqp174P5Hh-NIACrR45iYHbk87lKDB14sx7gvzkC8R7A-SX4ut3b1RYrNYRSmiINTaG1RrTtpFIPM0fpK4MczabLDaYoETvFBs9b2uyZ4eqMCtIPvg?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

### **Master Commissions Tab**

* **Master Commissions** tab with detailed management information of commission structures and payout configurations for a **Stacked or Split Commission Deals**
* **Stacked Structure** for master affiliates where additional commissions are earned based on sub-affiliate performance. The sub-affiliate’s earnings remain unaffected and earnings are determined by the particular deals they have assigned.&#x20;
* The list of **Master Commissions deals** details:
  * **New Master Commission Deal** button to create a new stacked commission deal.
  * **Deal Name** identifies the deal
  * **Tiers (1-5)** displays commission levels and percentages
  * The **Assignment Date** identifies the date assigned
  * **Status** displays status of deal (e.g., Active)
  * **Effective Date** states the date deal was made effective
  * **Expiration** displays any expiration information
  * **Clock option** (icon) opens a log of modifications to the master commission deal
  * **Edit option** (pen icon) allows changes to an existing deal.
* **New Master Commission Deal** button allows to create a new stacked structure deal, filing out the fields:&#x20;
  * **Currency**
  * **Effective Date**, retroactive or future date
  * **Desired structured plan as Percentage of Commission**, set percentage rates for each tier
  * **CPA Per Customer**, defined payouts per customer for each tier
* **Performance Parameter Formula**, advanced setup with detailed formula-driven configurations

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXflpxZ8oZOIB-MAiGP28sbIspeSRujQHr4c3J_M7DMbcH-VlMhXcdhaDytmnog399iKBRBFQ8O2G2Wa1N9q6XuzItjpOGv0OVgwMrI2pn1CezJqpdw2KsxI9QWDjrAVYbGUFyu_?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Commissions Structures Overrides**, allow to set a structure for a specific Sub-Affiliates.&#x20;
  * Type of **currency**
  * **Effective date** when the commission deal start to apply (could be retroactive)
  * Choose the **Sub-affiliate** to override the commission related structure&#x20;
  * Select the **commission plan** between: **Percentage of Commission** to split by %, **CPA Per Customer** to split by certain amounts, or **Performance Parameters Formula** to set an amount/percentage depending on the parameter formula selected (CloseVolumeLots, FTD, etc)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdswmgpX7oXkVHC49FxWlckMv0AFgcKR-JaB24q7rMjWCESgfO9fy-EpHWIRw9uNbZ4YAHIQF_ntSbSrdqzHkWF91BqAEPgQfEMcVEUgrtibis-RvhkeC2CgQOHA2Jom66nbMrsLQ?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
In order for them to be displayed in the sub-affiliates list they must be previously set on each sub-affiliate Open Page the Master Affiliate (go into this step-by-step under [Open Page > Setting tab option](#settings-tab)). A popup window will appear to fill the details of:
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf9aOqD4TzXM-bP17Wctp45hxpH4El5cOvCT-0nTlg6yw8tsY6objFb0KZFj-r98bQNCmYyxBlxZCUsKce0sD0tXQIXWZEfo-l9TMFLqxMfTZ2YkOPbxGbwOc8VYX9UpAVAv3Ko9A?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Split Structure** where commissions are divided across tiers, starting from 100% at the sub-affiliate level and distributed to higher tiers. It means, the deal is the one the master has assigned but if the commission comes from a sub-affiliate, this amount will be divided with those who are above. It describes:
  * **Assigned date of the structure** shows the date where the structure has been created
  * **Effective date** to set the date, retroactive or not for the structure
  * Description of whether or not **sub-Affiliates can see the structure, Tiers, Percentages** assigned to each tier
  * **Tiers** number of levels of sub-affiliate, being the Tier 0 the Master Affiliate&#x20;
  * **Percentages** of Sub-commission and Master-Commission
  * **Notes (Tiers description)** added during the structure creation.
* **Change the Structure** button available to specify the **Effective Date** when changes take effect and **Modify Tiers** (add or edit) with defined percentages. Then, **Save Changes**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcgBFOyM5m-exnJeg9p4swngQseVsLR--YwvfQemAU8JxNxWmc7cInVSHw_Okjs8fyDvzV4kjepw6jYm3NAJdPdipmc6sjytOKoxPx2Lf43Ud1McSTVFxJR-mLKVPh8Edmg38ipUQ?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

* **Affiliate Statement** tab suggests information of a financial summary of earnings, deductions, and payouts. It Includes yearly statements, rejected transactions, pending commissions, and canceled transactions
  * **Statement Summary** provides an overview including: **Totals and Pending** on balance, total commissions and payments; **Commission Breakdown** with numbers on affiliate commissions, sub-affiliate commissions, and markup; and **Time Period Summaries** with the performance over the last 6 and 12 months
  * **Detailed Affiliate Statement** lists all transactions with filters and download options
  * **Transactions in Progress** displays ongoing transactions with relevant details.
  * **Transactions Rejected** lists transactions rejected due to criteria mismatches. Includes transaction ID, status, amount, and reasons for rejection
  * **Cancelled Prior to Execution** records transactions canceled before execution, with details like creation date, amount, and accounting notes
  * **Invoices** management for commission payouts through: **Upload Invoices** (drag-and-drop or the upload invoice button) and the lists of the historical invoices related to the affiliate account. With the option for each invoice to preview, approve/reject invoices or download the invoice clicking the respective icon

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf9oq-EMJNhxeiPyz0wcSKVi0wMiWFqKEnOb--0f0Y0zONOf3D75FE5KKT-7WZCISxRNg1L9AApup91d5L_x-Vi60vvqPqHpDblevwKXSoVs0qEiBvsiO0zJTLbS1t918EMgEwB1w?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcilOjrHk0TPrTV7uUpOiy48J9Ga0l7eSdvddfCIkt3RSYwKwoek0fCjBVUWv-92jop5lCtjLyI-kuY5UuEJw52RiSJ6FbwPJ7nTFyJbtpaMwK5sc1avKrqxYUxMeMgHlD8o9FtvQ?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfcLeOFp6_lIndYydV-7ymXQ1Ep29bW5LG0X22HZDmGey8feoG7BJY8ZwjYk2Wvls2HCwFS_iqV-KOuoFnI2My1hx3SF_hGv6SJfMvAIu9aqspku919Qr7a8j8IqCQFK_aExsXYgg?key=wFhz4Po8HnRtj3aKQZ_YpisS" alt=""><figcaption></figcaption></figure>


---

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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://track360.gitbook.io/track360/~/changes/7/section-2-partner-management/editor/2.6-open-affiliate-page.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.