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.
Summary tab
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
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
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
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
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.
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
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
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
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."
Save Roles & Permission button to apply changes.
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.
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)
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.
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.
API Tab
API tab facilitates seamless integration between the platform and affiliate systems by offering tools for managing API access and configurations:
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.
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.
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).
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)
If there is a current affiliate agreement but it is not added to a campaign, the affiliate is not receiving that agreement.
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)
View Deal Details by clicking the Deal ID which provides detailed information on qualifying conditions, formulas, and parameters
Campaigns Tab
Campaigns tab for managing and tracking the affiliate's marketing campaigns and promotional codes it).
The Campaign list displays the historical and active campaigns. Each column left to right shows:
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.
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
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.
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:
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.
Promotional Codes area provides tools to Search for a specifics codes and to oversee the list of promotional codes with the:
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.
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.
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.
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:
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
Commissions Structures Overrides, allow to set a structure for a specific Sub-Affiliates.
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
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)
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). A popup window will appear to fill the details of:
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
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.
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
Last updated