Difference between revisions of "Affiliate Settings"

From Offerit
Jump to: navigation, search
(Finding Your Affiliate Settings)
 
(10 intermediate revisions by the same user not shown)
Line 9: Line 9:
 
== Finding Your Affiliate Settings ==
 
== Finding Your Affiliate Settings ==
  
The [[Offerit]] [[Ct#Affiliate|Affiliate]] Settings page can be found under the "My Account" section in the toolbar at the top of every [[Ct#Affiliate|affiliate]]-side page. Just mouse over "My Account" and click the Settings link in the pop-down menu that appears. You can also mouse over the Settings link to find links that take you directly to any of the settings pages in [[Offerit]].
+
The [[Offerit]] [[Ct#Affiliate|Affiliate]] Settings page can be found under the "My Account" section in the toolbar at the top of every [[Ct#Affiliate|affiliate]]-side page. Select ''My Account'' and click the ''Settings'' in the menu on the left. You can also use the settings link in the top right hand corner to move directly to the settings page.
 +
 
 +
[[File:AffiliateSettings.png|600px]]
  
 
This will take you to the "Display Settings" page, where you can affect how certain items in [[Offerit]] are displayed by default. At the top of the section, you will see three tabs. The available sections here are:
 
This will take you to the "Display Settings" page, where you can affect how certain items in [[Offerit]] are displayed by default. At the top of the section, you will see three tabs. The available sections here are:
Line 16: Line 18:
 
* '''E-mail Settings''' - Allows you to choose which [[Ct#Customer|customer]] actions cause [[Offerit]] to send you an automatic e-mail.
 
* '''E-mail Settings''' - Allows you to choose which [[Ct#Customer|customer]] actions cause [[Offerit]] to send you an automatic e-mail.
 
* '''Notification Settings''' - Allows you to choose which [[Ct#Customer|customer]] actions trigger internal notifications in [[Offerit]], as well as whether you wish to use external postback scripts with [[Offerit]].
 
* '''Notification Settings''' - Allows you to choose which [[Ct#Customer|customer]] actions trigger internal notifications in [[Offerit]], as well as whether you wish to use external postback scripts with [[Offerit]].
 +
 +
Clicking on the "Settings" link brings you to the Display Settings page by default, where you can change aspects of the [[Offerit]] look and feel.
 +
 +
== Display Settings ==
 +
 +
The "Display Settings" allows you to change how various aspects of the [[Offerit]] [[Ct#Affiliate|affiliate]] pages are displayed, as well as what information is displayed on them. You can also tell [[Offerit]] to remember certain [[Ct#Affiliate|affiliate]] information here.
  
 
[[File:Affiliate_Settings_Toolbar.png|410px|The Offerit Affiliate Settings Toolbar]]
 
[[File:Affiliate_Settings_Toolbar.png|410px|The Offerit Affiliate Settings Toolbar]]
  
Clicking on the "Settings" link brings you to the Display Settings page by default, where you can change aspects of the [[Offerit]] look and feel.
+
There are six (6) display options you can change.  Click the "Modify" button in the top-right corner of the section to edit your default settings.  
  
== Display Settings ==
+
[[File:AffiliateDisplaySettings.png]]
  
The "Display Settings" page is broken up into three sections -- Linkcode Settings, Statistics Settings, and Session Settings. These allow you to affect how various aspects of the [[Offerit]] [[Ct#Affiliate|affiliate]] pages are displayed, as well as what information is displayed on them. You can also tell [[Offerit]] to remember certain [[Ct#Affiliate|affiliate]] information here.
+
*'''Link Style''' - You can choose from a variety of different ways to display your [[Ct#Linkcode|linkcodes]] with the "Link Style" drop-down menu. This includes:
 +
**''Encoded''
 +
**''Un-Encoded''
 +
**''Shortname''
 +
**''Tiny''
 +
***For more information on these [[Ct#Linkcode|linkcode]] types, please see our '''[[Linkcode]]''' wiki article.
 +
*'''Start Page''' - Select the page you wish to be initially sent to upon logging in.
 +
* '''Default Breakdown''' - Sets the default [[Ct#Affiliate|affiliate]] statistics breakdown to be displayed when [[Ct#Affiliate|affiliates]] navigate to the main Statistics page (by clicking "Statistics" in the toolbar at the top of the page).
 +
* '''Default Date Range''' - Sets the default Start and End date range to grab statistics for your reports from by default. You can choose from a wide variety of ranges, such as This Period, Today, This Week, Last Month, Past 90 Days, Last Year, and many more.
 +
* '''Remember Creatives Searches''' - Stores the last set of [[Affiliate Creatives Search|Creative Search]] parameters that you used to find your [[Ct#Creative|creatives]]. Setting this to "On" will apply your most recent search parameters to any [[Offerit Affiliate Creatives|Affiliate Creatives]] page in [[Offerit]]. Useful if you want to keep the same statistics filters applied while searching through multiple [[Ct#Affiliate|affiliate]] statistics reports, for example.  [[Offerit]] will remember the creative searches until the next time you log out of your [[Ct#Affiliate|affiliate]] account. Once you log out, your searches will be automatically reset to the default [[Offerit]] settings.
 +
* '''Remember Stats Filters''' - Stores all of the statistic filters you have set on your [[Ct#Affiliate|affiliate]] statistics reports. When set to "On," [[Offerit]] will automatically set your last remembered filters for every available statistics report.  Useful if you want to keep the same statistics filters applied while searching through multiple [[Ct#Affiliate|affiliate]] statistics reports, for example. [[Offerit]] will remember filters until the next time you log out of your [[Ct#Affiliate|affiliate]] account. Once you log out, your filters will be automatically reset to the default [[Offerit]] settings.
  
=== Linkcode Settings ===
+
Click “Save Changes” once you're done to save your Display Settings.
  
Linkcode Settings affect how [[Affiliate Linkcodes]] are displayed in [[Offerit]] by default. Click the "Modify" button in the top-right corner of the section to edit your default settings.
 
  
[[File:Affiliate_Offer_Code_Settings.png|750px|Editing Your Affiliate Linkcode Settings]]
+
== Email Settings ==
  
Use this section to choose how you want your [[Ct#Linkcode|linkcodes]] displayed by default, and what [[Ct#Commission|commission]], [[Ct#Traffic Tag|traffic tag]], and [[Ct#Offer|offer]] you want your linkcodes to be associated with. The settings here are similar to the [[Affiliate Linkcode Settings|Linkcode Settings]] found on the [[Offerit Affiliate Creatives|Affiliate Creatives]] pages.
+
The "Email Settings" allows you to pick occasions for Offerit to send emails to your affiliate email.  You can change your affiliate email in your [[Affiliate_Account_Details#Account_Details|account details]].
  
You can choose from a variety of different ways to display your [[Ct#Linkcode|linkcodes]] with the "Link Style" drop-down menu. This includes ''Encoded'', ''Un-Encoded'', and ''Shortname'' -- for more information on these [[Ct#Linkcode|linkcode]] types, please see our '''[[Offerit Affiliate Link Codes]]''' wiki article.
+
[[File:AffiliateEmailSettingsBar.png]]
  
In addition to the standard link styles offered, [[Offerit]] also offers the ability to attach the HTML code that is necessary in order to provide [[Ct#Visitor|visitors]] with hyperlinks containing your [[Ct#Affiliate|affiliate]] [[Ct#Linkcode|linkcode]]. Just choose the ''Encoded with HTML'', ''Un-Encoded with HTML'', or the ''Shortname with HTML'' options from the drop-down menu here to grab hyperlinked [[Ct#Linkcode|linkcodes]]. If you just want the URL for your [[Affiliate Linkcodes|affiliate linkcodes]] without any HTML code attached, choose the ''Encoded'', ''Un-Encoded'', or ''Shortname'' options from this menu.
+
There are two (2) Email options you can change.  Click the "Modify" button in the top-right corner of the section to edit your default settings.  
  
The remaining settings available in this section let you change the default [[Ct#Traffic Tag|traffic tag]], [[Ct#Commission|commission]], and [[Ct#Offer|offer]] that your [[Ct#Linkcode|linkcodes]] will be associated with by default. Use the drop-down menus to select your default traffic tag, commission, and/or offer for your [[Ct#Linkcode|linkcodes]] and click Save Changes.
+
[[File:AffiliateEmailSettings.png]]
  
=== Statistics Settings ===
+
*'''Email on Notification''' - Turn this "On" if you want an an email sent you your [[Affiliate_Account_Details#Account_Details|affiliate email]] whenever you receive a [[Affiliate_Messages#System_Notifications|notification]].
 +
*'''Email on Message''' - Turn this "On" if you want an email sent to your [[Affiliate_Account_Details#Account_Details|affiliate email]] whenever your affiliate account receives a [[Affiliate Messages|message]].
  
Statistics Settings affect how [[Ct#Affiliate|affiliate]] statistics reports are displayed in [[Offerit]] by default, along with what information is displayed by default. Click the "Modify" button in the top-right corner of the section to edit your default settings.
 
  
[[File:Affiliate_Statistics_Settings.png|750px|Editing Your Affiliate Statistics Settings]]
+
Click “Save Changes” once you're done to save your Email Settings.
  
Use the drop-down menus here to choose the default breakdown that will be displayed when you go to the [[Ct#Affiliate|affiliate]] statistics pages, as well as the dates the displayed statistics will be grabbed from. The settings available here are:
 
  
* '''Default Breakdown''' - Sets the default [[Ct#Affiliate|affiliate]] statistics breakdown to be displayed when [[Ct#Affiliate|affiliates]] navigate to the main Statistics page (by clicking "Statistics" in the toolbar at the top of the page).
 
* '''Default Date Range''' - Sets the default Start and End date range to grab statistics for your reports from by default. You can choose from a wide variety of ranges, such as This Period, Today, This Week, Last Month, Past 90 Days, Last Year, and many more.
 
  
These settings will be put into action when an [[Ct#Affiliate|affiliate]] simply clicks the "Statistics" tab provided at the top of the page, as opposed to choosing a specific report. Once the [[Ct#Affiliate|affiliate]] clicks the "Statistics" tab, they will be taken to the Default Breakdown that they specified, for statistics recorded during the Default Date Range that was chosen by them.
+
== Notification Settings ==
  
Pick your desired Default Breakdown and Default Date Range from the provided drop-down menus in this section, then click “Save Changes” to save your custom settings.
+
The "Notification Settings" allows you to pick occasions for Offerit to send [[Affiliate_Messages#System_Notifications|notifications]] to your affiliate account.
  
=== Session Settings ===
+
[[File:AffiliateNotificationSettingsBar.png]]
  
Session settings let you choose to enable or disable various sticky options, which allow [[Offerit]] to store certain settings or filters throughout the [[Ct#Affiliate|affiliate]] pages until the next time you log out of your account. Click the "Modify" button in the top-right corner of the section to edit your default Session Settings.
+
There are two (2) Notification options you can change. Click the "Modify" button in the top-right corner of the section to edit your settings.  
  
[[File:Affiliate_Session_Settings.png|750px|Editing Your Affiliate Session Settings]]
+
[[File:AffiliateNotificationSettings.png]]
  
Use these settings to direct [[Offerit]] to remember your [[Ct#Affiliate|affiliate]] preferences. Just fill in the provided checkboxes here, or leave them blank if you don't want that setting remembered. The options available on this page are:
+
*'''Notify on Display Settings Change:''' - Turn this "On" if you want a [[Affiliate_Messages#System_Notifications|notification]] sent whenever you change any [[Affiliate_Settings#Display_Settings|Display Settings]].
 +
*'''Notify on Email/Notify Settings Change:''' - Turn this "On" if you want a [[Affiliate_Messages#System_Notifications|notification]] sent whenever any of your affiliate settings are changed.
  
* '''Remember Creatives Searches''' - Stores the last set of [[Affiliate Creatives Search|Creative Search]] parameters that you used to find your [[Ct#Creative|creatives]]. Setting this to "On" will apply your most recent search parameters to any [[Offerit Affiliate Creatives|Affiliate Creatives]] page in [[Offerit]].
 
* '''Remember Stats Filters''' - Stores all of the statistic filters you have set on your [[Ct#Affiliate|affiliate]] statistics reports. When set to "On," [[Offerit]] will automatically set your last remembered filters for every available statistics report.
 
  
These session settings can be useful if you want to keep the same statistics filters applied while searching through multiple [[Ct#Affiliate|affiliate]] statistics reports, for example.
+
Click “Save Changes” once you're done to save your Notification Settings.
  
[[Offerit]] will remember the Session Settings that you set until the next time you log out of your [[Ct#Affiliate|affiliate]] account. Once you log out, your filters will be automatically reset to the default [[Offerit]] settings. Click “Save Changes” once you're done to save your Session Settings.
 
  
 
[[Category:Offerit Affiliate Area]]
 
[[Category:Offerit Affiliate Area]]

Latest revision as of 16:37, 9 July 2013

Offerit
For Affiliates
Automatic SubIDs
Affiliate Stats Dumps
Linkcode
Link Groups
Affiliate Custom Pixels
Affiliate Host and Post
Offerit Affiliate Area
Affiliate Account Details
Affiliate Account Change Log
Affiliate Creatives
Affiliate Creatives Search
Affiliate Settings
Affiliate Custom Pixels
Affiliate Linkcodes
Affiliate Linkcode Settings
Affiliate Login History
Affiliate Messages
Affiliate Dashboard
Dashboard Key Statistics
Dashboard Statistics Summary
Affiliate Payment History
Quick Links
Affiliate Referrals Report
Affiliate Referring URL Report
Affiliate Remote Login
Affiliate Signup
Affiliate Statistic Filters
Affiliate Statistic Views
Affiliate SubIDs
Offerit Setup
Creating Admin Accounts
Tracking Domain
Edit Affiliate Text
Edit CSS Colors
Getting Started Admin
Offerit Quick-Start Guide
Tracking in Offerit
Pixel Builder
Offerit Postback Examples
Replacement Variables
Currency Exchange Rates

Admin Dashboard
The Admin Dashboard
Reporting Admin
The Reporting Admin
Track and Strack
  Report Breakdowns
Profit and Loss Report
Subscription Report
Transactions Reports
Affiliate Ratios Report
Affiliate Managers Report
Visitor Actions Report
Referral Tier Payouts Report
Referral Signup Payouts Report
Additional Commissions Report
Graphical Affiliate Comparison Report
The Single Day Comparison Report
Actual Affiliate Payments Report
Offers Admin
The Offers Admin
Offers
Offer Setup
Affiliate Referrals
Tracking Domain
Commissions
Commission Changes
Suppression Lists
Pixel Builder
ID Numbers
Offer Partner
Offer/Landing Page Redirection
Setting Rules
Admin Host and Post
Offer Post URLs
Offer Goals
Affiliates Admin
The Affiliates Admin
ID Numbers
Affiliate Managers
Affiliate Referrals
Affiliate Activation
Admin-Only Settings
Affiliate Overrides
Creating Admin Accounts
In-House Accounts
Add Manual Sale
Manual Invoice
Affiliate Documents
Affiliate Enabled Offers
Change Affiliate Status
Account Changes
Advertisers Admin
The Advertisers Admin
Account Changes
Advertiser Invoices
Generate Invoice
Advertiser Approval
Change Advertiser Status
Customers Admin
Customers Admin
Manually Adding a Customer
ID Numbers
Payments Admin
The Payments Admin
Payvia Types
Payout Periods
Payvia Dump Formats
Payment Dump Entry Numbers
Payment Dump Variables
Check Functions
Setting Rules
Payment Methods
Payza
Creatives Admin
The Creatives Admin
Add New Creatives
Add New Creative Type
Offeritcode
Code Builder
Track and Strack
Setting Rules
  Default Creative Types
Creative Types
Image Banners
Flash Banners
Dynamic Text Banners
Feeds
Mailers
Video Download
Video Embed
Page Peels
IM Popups
Footer Ads
Page Ads
Overlays
Communications Admin
The Communications Admin
Add News Item
Sending Messages
Signup Questions
Configuration Admin
The Configuration Admin
Affiliate Signup Postback URL
Edit Affiliate Text
Edit CSS Colors
REST API
General
Offerit REST API Overview
GET /service/ping
PATCH /service/set_currency_exchange_rates
Advertiser
PATCH /advertiser/edit_advertiser
POST /advertiser/add_advertiser
Affiliate
GET /affiliate/get_links
GET /affiliate/get_single_link
GET /affiliate/search
GET /affiliate/decode_trackingcode
PATCH /affiliate/edit_affiliate
PATCH /affiliate/payvia
POST /affiliate/add_affiliate
POST /affiliate/affiliate_login_ips
Config
GET /config/get_global_void_ips
GET /config/get_global_post_ips
GET /config/get_global_hostnpost_ips
POST /config/add_global_void_ip
POST /config/remove_global_void_ip
POST /config/add_global_post_ip
POST /config/remove_global_post_ip
POST /config/add_global_hostnpost_ip
POST /config/remove_global_hostnpost_ip
Creative
GET /creative/get_creatives
GET /creative/get_creative_fields
GET /creative/get_creative_rules
PATCH /creative/delete_creative
PATCH /creative/edit_creative
PATCH /creative/edit_creative_rules
PATCH /creative/undelete_creative
POST /creative/add_creative
POST /creative/add_creative_rule
POST /creative/delete_creative_rules
Customer
PATCH /customer/set_customer_details
PATCH /customer/lock
PATCH /customer/unlock
PATCH /customer/forget
GET /customer/export
Offer
GET /offer/get_conversion_caps
GET /offer/check_orderid_exists
GET /offer/get_commission_changes
GET /offer/get_details
PATCH /offer/activate_offer
PATCH /offer/edit_landing_page
PATCH /offer/edit_offer
PATCH /offer/pause_offer
PATCH /offer/set_commission_change_payouts
PATCH /offer/set_enabled_affiliates
PATCH /offer/set_offer_categories
PATCH /offer/set_offer_countries
PATCH /offer/set_offer_goals
PATCH /offer/set_offer_groups
PATCH /offer/set_offer_marketing_types
PATCH /offer/store_offer_ips
POST /offer/add_commission_change
POST /offer/add_landing_page
POST /offer/add_offer
POST /offer/add_tracking_domain
Reporting
GET /report/profitloss
GET /report/transaction
Transaction
GET /transaction/transaction_payout_preview
PATCH /transaction/transaction_update_revenue_by_orderid
PATCH /transaction/transaction_update_revenue_by_transaction_hash
POST /transaction/process_void
POST /transaction/process_chargeback
POST /transaction/process_reversal
POST /transaction/approve_pending_transaction
GET /transaction/click_detail
SOAP API (*deprecated*)
API
Add Affiliate
Add Affiliate Sale
Add Offer
Approve Transaction
Creative Types
Decode Offeritcode
Deny Transaction
Disable Affiliate Landing Page
Edit Affiliate Sale
Enable Affiliate Landing Page
Get Affiliate Stats
Get Allowed Affiliates
Get Landing Page Details
Get Offer Details
Get Offer List
Get Profit Loss Report
List Affiliate Details
List Affiliate Subaffiliates
Ping
Set Affiliate Status
Set SubAffiliate Status
Set Member Details
Record Affiliate Click
Misc.
Rules
Freeform Date
Affiliate Custom Signup
Offeritcode
Tracking in Offerit
Offerit Logos
Void Conversions Remotely

The Offerit Affiliate Settings page lets you customize a wide variety of different options that affect your affiliate account in Offerit. This allows for a much more user-friendly and user-input based interface, in order to provide the most comfortable and familiar user experience.

Through the “Display Settings” section of the “Affiliate Settings” page, affiliates can change how certain things are displayed by default in Offerit, including linkcodes and statistics.

Finding Your Affiliate Settings

The Offerit Affiliate Settings page can be found under the "My Account" section in the toolbar at the top of every affiliate-side page. Select My Account and click the Settings in the menu on the left. You can also use the settings link in the top right hand corner to move directly to the settings page.

AffiliateSettings.png

This will take you to the "Display Settings" page, where you can affect how certain items in Offerit are displayed by default. At the top of the section, you will see three tabs. The available sections here are:

  • Display Settings - Allows you to change how your linkcodes and statistics reports are displayed by default.
  • E-mail Settings - Allows you to choose which customer actions cause Offerit to send you an automatic e-mail.
  • Notification Settings - Allows you to choose which customer actions trigger internal notifications in Offerit, as well as whether you wish to use external postback scripts with Offerit.

Clicking on the "Settings" link brings you to the Display Settings page by default, where you can change aspects of the Offerit look and feel.

Display Settings

The "Display Settings" allows you to change how various aspects of the Offerit affiliate pages are displayed, as well as what information is displayed on them. You can also tell Offerit to remember certain affiliate information here.

The Offerit Affiliate Settings Toolbar

There are six (6) display options you can change. Click the "Modify" button in the top-right corner of the section to edit your default settings.

AffiliateDisplaySettings.png

  • Link Style - You can choose from a variety of different ways to display your linkcodes with the "Link Style" drop-down menu. This includes:
    • Encoded
    • Un-Encoded
    • Shortname
    • Tiny
      • For more information on these linkcode types, please see our Linkcode wiki article.
  • Start Page - Select the page you wish to be initially sent to upon logging in.
  • Default Breakdown - Sets the default affiliate statistics breakdown to be displayed when affiliates navigate to the main Statistics page (by clicking "Statistics" in the toolbar at the top of the page).
  • Default Date Range - Sets the default Start and End date range to grab statistics for your reports from by default. You can choose from a wide variety of ranges, such as This Period, Today, This Week, Last Month, Past 90 Days, Last Year, and many more.
  • Remember Creatives Searches - Stores the last set of Creative Search parameters that you used to find your creatives. Setting this to "On" will apply your most recent search parameters to any Affiliate Creatives page in Offerit. Useful if you want to keep the same statistics filters applied while searching through multiple affiliate statistics reports, for example. Offerit will remember the creative searches until the next time you log out of your affiliate account. Once you log out, your searches will be automatically reset to the default Offerit settings.
  • Remember Stats Filters - Stores all of the statistic filters you have set on your affiliate statistics reports. When set to "On," Offerit will automatically set your last remembered filters for every available statistics report. Useful if you want to keep the same statistics filters applied while searching through multiple affiliate statistics reports, for example. Offerit will remember filters until the next time you log out of your affiliate account. Once you log out, your filters will be automatically reset to the default Offerit settings.

Click “Save Changes” once you're done to save your Display Settings.


Email Settings

The "Email Settings" allows you to pick occasions for Offerit to send emails to your affiliate email. You can change your affiliate email in your account details.

AffiliateEmailSettingsBar.png

There are two (2) Email options you can change. Click the "Modify" button in the top-right corner of the section to edit your default settings.

AffiliateEmailSettings.png

  • Email on Notification - Turn this "On" if you want an an email sent you your affiliate email whenever you receive a notification.
  • Email on Message - Turn this "On" if you want an email sent to your affiliate email whenever your affiliate account receives a message.


Click “Save Changes” once you're done to save your Email Settings.


Notification Settings

The "Notification Settings" allows you to pick occasions for Offerit to send notifications to your affiliate account.

AffiliateNotificationSettingsBar.png

There are two (2) Notification options you can change. Click the "Modify" button in the top-right corner of the section to edit your settings.

AffiliateNotificationSettings.png

  • Notify on Display Settings Change: - Turn this "On" if you want a notification sent whenever you change any Display Settings.
  • Notify on Email/Notify Settings Change: - Turn this "On" if you want a notification sent whenever any of your affiliate settings are changed.


Click “Save Changes” once you're done to save your Notification Settings.