Adding and Editing Affiliates
Adding an Affiliate
Select 'CRM' and then 'Affiliates' from the navigation menu to get to the Affiliates Page.
From the Affiliates Page, you can see all of your existing affiliates and their details, including:
Aff Id (affId - used in the tracking string AND as the affId parameter in Import Lead and Import Order to link orders to the affiliate)
The affiliate's name
The names of the campaigns to which they are allowed to send traffic
Their campaign count
You can also search for affiliates by campaign or with the search bar
Click the green + button in the right corner of the Affiliates panel
Give your affiliate a Source Title (their name in the CRM) and click 'Create'.
Editing an Affiliate
On the Affiliates Page, click the blue edit button next to the affiliate you wish to edit.
From the Edit Affiliate Page, you can:
Edit the Source Title and Aff ID
Add and edit passed values
Add to or remove the affiliate from campaigns
See Sub Affs (publisher values) and disable them
Add affiliate pixels
By default, order pixels will fire immediately upon the initial order, and will not be fired on orders using prepaid cards. However, checking “Fire Pixels On QA Approval” will delay the pixel from being fired until the order is approved in Quality Assurance.
Make the necessary changes and then click 'Update'. 'Last Update' at the top right of the panel will show the last user to update the profile and the date they were updated.
Passed Values
When setting up an affiliate, you need to clarify with your affiliate on which values they plan to send. An affiliate profile will have values c1, c2, and c3 by default upon creation. After talking with your affiliate, you will configure the values and then provide the affiliate with the tracking string shown at the top of the Passed Values section. It will be helpful to the affiliate to also provide definitions of each value (ex. Which is the publisher?, Which is the clickId?, etc) - or - they will tell you what values they plan to send, and you can configure the passed values based on that.
Click the green + button at the top right to add a passed value (you can have up to 5 per affiliate) or the blue edit button beside the value that you wish to edit.
These are values that the affiliate will send with traffic via the tracking string attached to the end of your website URL.
The numbered values correspond to the sourceValue1-5 parameters for Import Lead and Import Order API calls.
You can change the value names and mark one as the publisher and one as the sub affiliate.
NOTE: You cannot use "SOURCEID" as a value!
The affiliate link must include their affId for the traffic/orders to be linked to them.
Affiliate Campaigns
Select the Campaigns tab to see all the campaigns the affiliate is currently in.
Affiliates will only be granted credit for the sales against the campaigns they are assigned to.
Click the green + button, select the campaign, and click 'Add Campaign' to add the affiliate to a campaign.
Click the delete button next to the campaign to remove the affiliate from that campaign.
Publishers
The Publishers tab shows all publisher values received for this affiliate.
You can disable publishers if you think they are sending bad traffic. Orders attached to disabled publishers will not be processed and instead will be declined with the message "Affiliate 27388495 blacklisted." (with 27388495 being the publisher value in this example)
Disabled publishers can be re-enabled.
Pixels
The pixels tab shows all pixels set up for the affiliate.
Please view this article for directions on how to add a pixel.