5.7 Advertising & Product Configuration

Changes made in this section will affect the entire format and configuration of your platform. Please proceed with caution.

For modifications or additions to specific settings on Advertisers or Products, contact your Support Team Members to ensure proper handling and avoid unintended changes.

Advertisers

  • Advertisers whether your company or other entities can manage affiliate marketing through the platform.

  • Navigate by the left Sidebar Menu and click on the Settings > Advertisers & Products > Advertisers

  • Use the Filter bar on top of the Advertisers Management to Search:

    • By Advertiser ID or Name

    • By Status

    • By Verticals (as industries or market segment)

    • Set the amount of advertisers to list.

  • The Advertisers Panel will describe:

    • Set a Priority number

    • Advertiser ID and Name

    • Company Name

    • Location

    • Status of the Advertiser (active, inactive or all)

    • Vertical (industry sector)

    • Latest Updated date

    • Use the Edit Icon on the rightmost of the desired row to modify the characteristics of the advertiser.

  • Use the New Advertiser icon on the top right corner and a popup window will appear to set the new parameters

    • Name of the advertiser

    • Select on the drill down box of Verticals the related industries that the advertiser applied.

    • If the advertiser is or not Active

    • Set a Priority

    • Company Name

    • Add a Description of the advertiser

    • Related Website

    • Set the Countries where applied. Also possible to add State and more Geographic information.

  • Use the Download Advertisers icon on the top right corner to download the available Advertisers on a compatible JSON File

Products

  • Create Products as URLs or offers which affiliates will promote.Used for affiliates referring to other affiliates (master-subaffiliate structures). They act as the core promotional items to create marketing tools for affiliates, tied to specific campaigns, landing pages, or deals

  • Navigate by the left Sidebar Menu and click on the Settings > Advertisers & Products > Products

  • Use the Filter bar on top of the Advertisers Management to Search:

    • By Product ID or Name

    • By Advertiser

    • By Status

    • By Verticals (as industries or market segment)

    • Set the amount of advertisers to list

  • Use the Download Products icon on the top right of the filter bar to download the available Products on a compatible JSON File

  • The Products Panel will describe:

    • Set a Priority number

    • Product ID and Name

    • If a Default Deal is settled

    • Status of the Product (active, paused or deleted)

    • If the Product is or not Private

    • Date of Product creation

    • Edit option (pencil icon) to edit the desired Product

    • Delete option (trashcan icon) to delete the desired Product

  • Use the New Product icon on the top right corner and a popup window will appear to set the new parameters

  • Complete the Product Settings tab with the general details of the new Product

    • Name

    • Advertiser reference.

    • Description of the new product

    • Vertical, with all relevant industries where the product applies

    • Set a deal

    • Status of the Product (active, paused or deleted)

    • Set a Priority

    • External ID, in case is necessary integration with an external system.

    • Target URL Terms to determine a keyword to refer an URL without product to this specific product.

    • Select Landing Pages patterns and a Landing Page fallback default ID

    • Choose if the Product is or not Private

  • Complete the Product Urls & tracking patterns tab with specifications of URLs and the Languages and Product

    • Determinate Language (initials) to redirect to a specific URL

    • Determinate Pattern names (as Home Page, VIP Page, etc) and design a pattern to assign the tracking variable

  • Complete the APIs input/output tab with specifications of URLs and the Languages and Product

    • Determinate Product APIs to integrate the affiliate program with external CRMs.

    • Determinate Product ETLs Configuration to integrate the advertiser data structure to the platform.

Refer a friend

  • Refer a Friend is a link for customers referring to new customers. The program works similarly to affiliate programs

  • Navigate by the left Sidebar Menu and click on the Settings > Advertisers & Products > Refer a Friend

  • Includes encryption, deal structure, and unique referral URL

  • On the Refer a Friend Settings you will find enlisted the available links, which details:

    • Product ID related

    • Refer Affiliate ID

    • Default Refer a Friend Deal

    • URL

  • Use the Edit option (pencil icon) on the right side of the row to edit the link and details

  • Use the Edit the Code option (<> icon) on the right side of the row to modify the link adding:

    • The HTML to use it in external system

    • Change the Customer ID and Encrypted Customer ID

    • Change the Language

  • Use the Delete option (trashcan icon) on the right side of the row to delete the selected referral link.

  • Use the Add Refer a Friend to Product button to create a new link associated with a particular Product. A popup window will appear to set:

    • Associated Product

    • Affiliate Related

    • Default Refer a Friend Deal

    • URL

    • Encryption Method, selecting a product for which you would like to set refer a friend

    • Description

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