Time to read: 9 min.

The article covers the following topics:

Affiliates section comprises such affiliate management features as account creation, editing, advanced search, tagging, and other options.

Account Creation

To create an Affiliate account, click Affiliates > Affiliates Management > New Affiliate.

Fill in the following form:

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There are three required fields in the form: Email, Password, Country. Make sure that the Email and Company Name fields differ from each other. Otherwise, this can further affect the tracking flow. The rest of the fields are optional.

As you can see, there are two fields in the form – Company Name and Contact Person. In certain cases, Affiliates are not individuals, but companies, and in this regard, you can add Affiliate Company name and Affiliate name (Contact Person).

One more important setting is the Status field. Select one of the following statuses:

  1. Active (marked with green label)

  2. On moderation (marked with yellow label)

  3. Banned (marked with red label)

  4. Not active (marked with grey label)

If you lack the needed fields in the registration form of your Affiliates, you can always add more just using custom sign-up fields which can be created in Settings > Registration.

Additional settings:

Edit affiliate Bruno de Lima Moreira _ Rocketcompany - Google Chrome 2022-02-04 at 5.05.54 PM

Enabled offers/Disabled offers options allow you to make this particular affiliate connected/disconnected to one or several offers.

Disabled advertiser option allows you to make this affiliate disabled for all offers of a particular advertiser.

❗Access to a certain offer has priority over access to all offers of an advertiser. If you disable advertiser (all his offers) by this option, but the affiliate is still enabled for one of offers, he will be able to send traffic for this particular offer. The offer will also be displayed as available in the Partner Panel.

Enabled Smartlinks/Disabled Smartlinks options allow you to make this particular affiliate connected/disconnected to one or several Smartlinks.

Allowed sub-account 1 & 2 option lets you block or whitelist some of the sub-accounts 1&2 values (received from your Affiliate via a tracking URL in &sub1=,&sub2= parameters) on the affiliate's level. Write one or more values delimited by a comma to whitelist sub-account values. Click the Block checkbox on the right to block the values you've written. Only digits, letters, commas are available.

You can also create affiliate via API:

POST /3.0/admin/partner

https://api.affise.com/docs3.1/#affiliate-list

❗ No 'Welcome email' is sent to affiliates added via API.

Control panel

In the control panel, you can do the following:

  1. Add a new affiliate.

  2. Search for a certain affiliate by his company/email/ID.

  3. Search by status.

  4. Search by balance: you can choose either to see affiliate with balance or all affiliates.

  5. Search by affiliate manager assigned to an affiliate/affiliates.

  6. Search by tags.

  7. You can edit the table to display or hide certain columns.

  8. Export affiliates list to a CSV-file.

  9. Import affiliates to Affise.

Affiliates Import

If you're dealing with a long list of affiliates or moving to Affise from another tracking solution, you can upload your Affiliates list just in a few clicks using Affise Import option.

Tagging

If you need to add some specific tags to particular Affiliates, it can be easily done once you're on the Affiliates list page:

You can also add a tag (or several tags) on the edit page of a certain affiliate:

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Allows symbols: a-z, A-z, 0-9, from 2 to 32 symbols overall. All affiliates can have up to 300 unique tags. It is not possible to add two same tags for one affiliate, but you can add the same tag for the affiliate and the offer or the advertiser and the affiliate. You also can check Statistics by using of tags - check this article to know more.

Affiliate Export

You can export affiliates by using this button:

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You can select particular affiliates to export by checking checkboxes in the very left column.

Select the needed checkboxes (columns you would like to export) and click the Export button:

Tipalti ID field is available only if you have Tipalti plugin enabled.

There is an opportunity to create a preset for the Export table. It is useful when you usually export the same data (like only ID, email and the name of affiliates).

See the GIF below:

You can delete the preset by clicking the Delete preset button.

Balance of the Affiliate

On the page of Affiliates list, there are the following columns:

  • Balance: includes payouts for conversions that have statuses selected in the Conversion status in Affiliate’s balance field in Settings > Affiliates > General.

  • Hold: includes payouts for conversions that have the Hold status only.

  • Payout: includes payouts for conversions that have the Approved status only. Thus, the sum in the Payout column only is available to be paid to an affiliate.

The sum of money in all three columns is reflected for payouts for unpaid conversions only. Unpaid conversions are such conversions, which are not included in billing with any status for this particular affiliate.

If you click the numbers in the Payout column, you go to the page of all approved conversions for this affiliate with the relevant currency.

❗ If an affiliate is not in Active status, their balance remains empty. When you make the affiliate active again, the balance is calculated in some time and displayed.

Edit Affiliate

To edit Affiliate's Account, click the Edit affiliate button of a specific Affiliate on your list:

Use this page to define such options as a connection to particular offers, a status of an affiliate, disconnect affiliates from selected advertisers, as well as to take notes only visible to the manager.

On the edit page, you can also manage referral percent assigned to a specific Affiliate.

You can also manage your affiliates with the help of API methods:

https://api.affise.com/docs3.1/#affiliate-managing-admin-methods

Adding Global/Local Postbacks

You can easily manage affiliates postbacks, choose the statuses, integration types, and goals, change a priority between a global and local one with just one click on the checkbox.

❗ Also, find a list of IPs on the same page that can be copied and whitelisted on your Affiliate's side. The IPs you'll see on this page are IPs affiliate's postbacks are sent from.

Pixel Management

On this very page you can check Affiliate's pixels which are waiting for your moderation:

Under the Moderation column you can approve, reject pixel codes or leave them pending until your approval.

This sub-section is created for testing Affiliates' tracking URLs and checking if the Integration flow you've set working properly.

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Check the related detailed guide on how to test Affiliate's tracking links, which queries you may face during the test, and how to solve them.

Affiliates Auth log

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This page shows sign ins by IP-addresses performed in the list of Affiliates.

The date and the time are depicted according to the timezone set up for the whole platform.

IPs from European countries, which accepted GDPR, are shown partially as 92.151.38.XXX.

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If you still have some questions, address them to Affise Support Team via support@affise.com or contact your dedicated Account Manager.

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