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The article covers the following topics:

You can adjust your platform settings by navigating to the 'Settings' section. The section is divided into 3 groups:

Settings _ Rocketcompany - Google Chrome 2022-02-04 at 6.17.21 PM

There are 3 articles that cover the processes of configuring settings:

Affiliates tab lets you change the items that control how the affiliate panel is displayed and how it functions.

General

In this section, you can set up the most important functionalities of the Affiliate panel:

Settings _ Affiliate dashboard design _ Rocketcompany - Google Chrome 2022-02-18 at 1.18.41 PM

Affiliate network default language - choose the default language for Affiliate panel;

  • Available languages - choose available languages for Affiliate panel;

  • Show TOP-5 offers - this checkbox is intended to show/hide the Top-5 offers in the Affiliate panel;

  • Allow referral links - this checkbox allows you to enable/disable the affiliate referral program;

  • Show afprice - show/hide afprice value to your Affiliates in statistics (conversion on Affiliate panel);

  • Hide tracking links - all tracking links for offers will be hidden on Affiliate panel. This option can be used for run offers only with SmartLinks and not directly per offer;

  • Referral payments (%) - the % for referral program. The % can also be set up for the certain Affiliate on the Affiliate edit page;

    ❗ Referral payments must be between 0 and 100.

  • Analytics Code - any code may be placed here to analyze the activity of your Affiliates;

Hint for partner description field - you can set your Affiliates message while applying for offers in pre-moderation status in Affiliate panel.

  • Links - additional links that may be placed on header/footer/profile menu. It is also possible to add a link to the main menu (available for Custom plan only)

  • Consider global postbacks - in case conversion does not match local postbacks by 'status' & 'goal' - check 'consider global postbacks' option and send global postbacks. This option is also available on the Affiliate edit page;

  • Hide caps - hide caps on the Affiliate panel and API. This option is also available on Offer level (Offers section -> Offer edit page - Caps tab);

  • Hide CR - hide CR on the affiliate's panel;

  • Hide EPC - hide EPC on the affiliate's panel;

EPC formula in partner panel: EPC = payouts approved / clicks

  • Conversion status in Affiliate panel's statistics - select statuses of conversions you want the affiliate to see in Statistics in the Affiliate panel: Conversions columns, Finances columns and the Conversions slice.

    CR in Statistics in the Affiliate panel is calculated for conversions of the selected statuses only.

    This option doesn't influence the Total column in Finances in Statistics: only approved and hold conversions are depicted there.

❗Even if you set up an affiliate postback for all statuses, your affiliate sees conversions with the statuses you select in this setting.

  • Conversion status in Affiliate’s balance - select statuses of conversions you want to show in Affiliate's balance both in the Admin and Affiliate panels.

    The affiliate's postbacks can't be set up only for selected conversion statuses.

❗If the option to manage conversion statuses in Affiliate statistics and balance is not available for your current plan, contact your Affise Account manager to activate it.

  • Enable captcha for register form - this checkbox will add CAPTCHA for a register form of affiliates;

  • Hide offers - hide offers in partner interface: offer list, menu, statistics, top offers;

  • Use manager name at ticket comments - the manager's name will be displayed near the comment on the ticket;

  • Forbid the affiliates from changing the postback status - this checkbox forbids affiliates to change the status of conversions on which the postback will be sent. This option is also available on Offer level (Offers section -> Offer edit page -> Postback tab);

  • Forbid the affiliates from changing and uploading global & local postbacks - this checkbox forbids affiliates to change and upload local & global postbacks, but affiliates should see their postbacks and delete them;

  • Send affiliate postback for any conversion changes - an affiliate will receive a postback on any change of the conversion. When this flag is OFF, a new postback will be sent for conversion status change. When this flag is ON, a new postback will be sent for any conversion change (status, revenue, comment, etc.);

  • Partner Invoice Auto-generation schedule - allows replacing the manual work with invoices and reduces the risk of mistakes. Here you can set up a rule for invoices auto-generation: Disabled - disable auto-generation; Weekly - invoices will be generated each Monday 00:01 for the previous calendar week; Bi-weekly - invoices will be generated each Monday 00:01 for the previous 2 calendar weeks; Monthly - invoices will be generated 1st day of the new month at 00:01 for the previous calendar month.

The relevant comment will be added to the invoice:

  • Allow affiliates to import conversions via API - allows affiliates to create conversions via API. You can enable the checkbox and enter the affiliates who will be allowed to import conversions.

    When the affiliates who aren't selected in the field, try to import conversions, they will see the 'Access denied' error. If you enable the checkbox but don't specify any affiliates, all of them will be able to import conversions.

  • Show custom fields at the Events statistics report - this checkbox allows affiliates to see custom fields at the Events statistics report in the Affiliates panel. If you don't want to share some specific data with your affiliates, disable the checkbox.

Registration

Affise provides you an opportunity to customize fields for a sign-up form for your Affiliates. You can add new fields with the 'Add' button. Also, you can Edit and Delete existing custom fields.

You can correct sign-up lines and set rules on the use of specified fields upon clicking on the 'Edit' button:

Where:

  • Required - makes the new custom field mandatory at the time of registration.

  • View - makes the new custom field visible at the time of registration. The field with this checkbox is visible in the affiliate's profile.

❗ If the field is required, the View checkbox should be enabled as well. Otherwise, settings won't be saved.

You can choose from different field types.

New Affiliate, when registering, will see the new custom fields as shown below:

Registration - Google Chrome 2022-01-17 at 6.54.25 PM

❗ Note that the limit on the number of characters entered into the custom fields during Affiliate registration is 255. The text custom field has the limit of 2000 characters.

Old Affiliate will see the new customized fields in their profile.

Registration in your Affiliate Network can be enabled, disabled, or pre-moderated.

  • Enabled - registration is opened for everyone without any moderation.

Once registration is enabled, any affiliate can sign up on the affiliate's sign up page. Once an affiliate sign-ups completing the registration form, he'll be sent a confirmation letter via email:

In the Admin panel, you'll see such an affiliate in not-active status. Once the affiliate follows the link which he has received via a confirmation letter, he'll be assigned with active status and can start working with your offers.

  • Disabled - nobody can register. You can only add Affiliates manually or via the Import option. You can type a text in the 'Text for disabled registration' field to make your affiliates aware of the fact, that registration is disabled currently.

  • Pre-moderation - you can allow or disallow requests for registration individually.

Once registration is pre-moderation, any affiliate is allowed to sign up on the affiliate's sign up page. Once an affiliate sign-ups are completing the registration form, he'll be sent a confirmation letter via email.

In the Admin panel, you'll see such an affiliate in not-active status. Once the affiliate follows the link, he has received via a confirmation letter, he'll be assigned with on-moderation status and awaits your approval.

You can check how many affiliates are waiting for your approval on your Dashboard in the related section.

Also, you can ban countries for registration.

⚠️ This option is available by request. Contact your Affise account manager to get the feature.

Settings _ Registration _ Rocketcompany - Google Chrome 2022-08-01 at 1.42.18 PM

Design

This section allows you to customize the Partner panel.

  • Menu position - horizontal and vertical.

  • Image settings - you set up a logo and an icon. If you have a dark mode enabled for the Partner panel, you also can set up a logo for this mode.

  • White label - removes the reference to Affise in the Partner panel footer. Also, the feature allows links whitelabling.

    ⚠️ The White label feature is available only for certain plans. Contact your Affise account manager to get the feature.

Support Information

Use this section to specify such information as the manager's contact details, support email, working schedule, and affiliate network social accounts.

Settings _ Contacts _ Rocketcompany - Google Chrome 2022-02-18 at 1.22.29 PM

Documents

This section allows you to customize the Privacy Policy and Terms and Conditions for your Affiliates. If you check the option "All affiliates should accept updated Terms and Conditions", after any update of its section, your affiliates would not be able to log into the panel without accepting them.

You may also find the following articles helpful:


If you have more questions on the Settings section, feel free to contact the Affise Support Team via [email protected] or your Dedicated Account Manager.

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