Partners feature allows you to efficiently manage your affiliates and other users within Trackbox. Using and controlling this tab will help you gain the ability to control and optimise your traffic while effectively managing your workload.
First of all, let's discuss the different type of users you have in Partners:
Affiliate - Anyone who sends traffic to your system - can see only his statistics and information (view only)
Master Affiliate - Can see all info and statistics of affiliates that are assigned to them (view only). A general manager has to assign affiliates under this user.
Affiliate Manager - someone who works in your organisation and would manage affiliates that are assigned to them. This user would see the info and statistics of his affiliates. A general manager has to assign affiliates under this user.
Brand Manager - someone who works in your organisation and would oversee your advertisers. They have access and visibility in the system to monitor and manage the activities related to those assigned brands.
General Manager - has full access to manage and view all aspects of the system. They have control over both affiliates and advertisers.
If you want an user to see extra information, for example, for an affiliate manager to see brand and campaign names - you need to assign them extra permissions.
For that you can either open a ticket and ask support to give them the permissions you want or you can assign them yourself in permissions tab.
Now that we know the difference of all types of users you have in your CRM, let's learn how to create a new partner.
You have two ways to integrate with a partner.
First option - creating a partner manually:
Click on + and then you will see this screen pop out:
Give this new user an username, fill their email, select their role and choose a password for them to user in order to send leads and enter the system.
Please note that you can create all types of users except general manager. If you want to have a new general manager in your system please create an user as usual, assign them a role (no matter which) and ask support to make this user a general manager.
After filling the initial info you will have these options:
In more details you can edit the partner's information, such at full name, phone number and etc. You can also edit this data after creating the data, as filling this info is not mandatory.
Also while creating the partner you can choose whether this affiliate would be a Distribution Affiliate.
A distribution affiliate is a type of affiliate whose leads are not displayed with the normal leads from other affiliates.
Instead, you have to click a specific button to see their leads.
This feature is useful for affiliates who inject cold leads into the system and you want to keep their leads separate from the warm leads.
When this feature is enabled, you will not be able to find these leads in any of the system's finance, reports, leads, or other areas, but you can access them by clicking the designated button.
You can set them as a distribution affiliate while creating them or you can assign them as one afterwards.
Before going to the next section you also need to choose if this partner will send you traffic via API or marketplace offers.
Important!
While creating a new user you might encounter this error after clicking on "next":
This error means that in your system such a username or email already exists.
If you can't see such an user or email it means that it was in your system and removed, but still it was saved in our data base.
In such a case all you need to do it to give this partner a different name and email
After clicking on "next" you need to select an existing box or create a new box to enable this affiliate to start sending you traffic.
If you have chosen to create a new box then you will have the option to choose the box name you want:
Next click on create and you will see the info of the partner you've just created in your system:
By clicking on API documents you can view our docs for Trackbox integration. The affiliate needs to use this doc in order to be able to send you traffic.
You can also click on "copy" in order to copy and share it with them. This data includes important info they need for them to send you traffic, such as username, password, their AI (affiliate id) and the GI (box number).
If you have forgot the integration details for this affiliate you can always view them again by clicking on Show API details
Second option - creating a partner via an invite link:
You can also create a new affiliate by sending them an invite link and allow them to register themselves.
Click on Get Registration Link and send it to the partner you want to be added to your system.
They will get this after entering the link:
After the affiliate registers via the invitation link by clicking sign up, you will need to approve them. Only after you approve them they would be able to login to your Trackbox.
How to edit an existing partner?
In case you want to change some details of a certain partner, for example, change their username, all you need to do it:
Click on the relevant partner, make the necessary changes in "settings" and click save.
In more actions you can change the partner's role by clicking on change role and choose the role you want to grant them.
You also have the option to make or unmake them as a distribution affiliate:
You can also make other changes in "settings", such as:
Change the status of the partner
Active - an active user that has access to your Trackbox
Inactive - not an active user, can't access nor send you traffic
Only API access - an user that can send you traffic by API but can't access your system
Now you also have the option to set a default box per an affiliate
This feature allows you to control to where traffic for a specific affiliate will go to. For example, if the affiliate is sending you traffic to box GI 18 and in the settings here you will choose a different box, let's say GI 19, the leads will to go GI 19 instead.
In addition, you can control the traffic you're getting from an affiliate by choosing if you would get duplicate email, phone, IP or an invalid email:
This allows you to control your duplicates per an affiliate and not for all affiliates (which you can control from system settings ==> blocking)
If your affiliate have forgot their password or can't access the system you can reset their password:
Next, in Entities you can assign affiliates under an affiliate manager or a master affiliate and see all entities that are assigned to them. You can also remove entities.
In order to assign all you need to do it is click on + and choose the relevant affiliate
Please note that you can't assign affiliates under another affiliate. The user you're assigning users under them has to be an affiliate manager or a master affiliate.
No need to assign affiliates under a general manager, as they have access to all affiliates.
In Campaigns you can assign campaigns to an user and see which campaigns are assigned to them.
You can select all campaigns, remove campaigns you've chosen and also choose multiple campaigns to assign to them.
Please note that if you're trying to assign a campaign to an affiliate and you can't see it in the list it's probably due to the fact that the campaign is already assigned to them. You can make sure by searching for the campaign by name/CI.
For more info about working with campaigns tab in your system - please refer to our campaigns manual.
In Payment Plans you can set up a payment plan for this affiliate and see the payment plans they already have
To add a new payment plan click on + and then new plan:
Here you need to give the payment plan a name, choose whether it would be revenue or payout, choose the type, enter the amount, choose your currency and add an note if you want to.
In conditions you can set up the conditions for this payment plan to work in:
You can also assign an existing plan to this affiliate instead of creating a new one.
Set it up by clicking on + and choose assign plan:
in case you added payout both per country and campaign for the same country,
the payout that will be count is per country
For more information regarding payment plans please refer to our manual about payment plans.
In more actions you can change the partner's role to the role you want to grant them and you can also delete a partner
