Add New Affiliate : Helpdesk

Add New Affiliate

To add a new affiliate to the system, follow the steps below. There is a slideshow and a text tutorial featured below.



To add an affiliate, first click&amp;nbsp;<b><i>Affiliates&amp;nbsp;</i></b><i></i>and select&amp;nbsp;<b><i>Add&amp;nbsp;</i></b><i></i>from the drop down menu

<b><i>Name</i></b><i></i> the affiliate

Select an&amp;nbsp;<b><i>Account Manager</i></b>

You can add labels if you like, but they are optional<span class="component"><i><b></b></i></span>

Select a&amp;nbsp;<b><i>Status,</i></b><i></i> we chose&amp;nbsp;<b><i>Active</i></b>

You can also add other optional preferences like <b><i>Traffic Source, Enabling Fraud Checks, </i></b><i></i>and adding&amp;nbsp;<b><i>Internal Notes.</i></b>&amp;nbsp;<b><i></i></b><i></i>Click<span class=""><i><b>&amp;nbsp;Add</b></i> when finished.<i><b></b></i></span>

Click <span class="component"><i><b>Visibility</b></i></span>

<b><i>Visibility</i></b><i></i> allows you to view Offer Status (Active or Pending), Offer Visibility (Private, Public, or Require Approval), and Can Run Offer (Yes or No).

Click <span class="component"><i><b>Users</b></i></span>

Under&amp;nbsp;<b><i>Users,</i></b><i></i> you can see who is associated with the affiliate.&amp;nbsp;

Click <span class="component"><i><b>Add User </b></i></span>

Fill out the&amp;nbsp;<b><i>Name, Status, Email,&amp;nbsp;</i></b><i></i>and&amp;nbsp;<b><i>Timezone.</i></b><i></i> All other boxes are optional.&amp;nbsp;

Click <span class=""><i><b> Add&amp;nbsp;</b></i>when finished</span>

Here is the information of the new user that has just been added. To see the list of users, click&amp;nbsp;<b><i>Users</i></b>

Click <span class=""><i><b> Users</b></i> again<i><b></b></i></span>

John Doe (the user we just added) is the only user listed on this Affiliate. Go to the next tab by clicking&amp;nbsp;<b><i>Postbacks</i></b>

<b><i>Postbacks&amp;nbsp;</i></b><i></i>shows you the list of&amp;nbsp;<b><i>Conversion&amp;nbsp;</i></b><i></i>and&amp;nbsp;<b><i>Post Conversion&amp;nbsp;</i></b><i></i>events.

<b><i>Pending&amp;nbsp;</i></b><i></i><b><i>Requests</i></b><i></i> shows you which requests are pending. There are none in this affiliate.

Under&amp;nbsp;<b><i>API Keys&amp;nbsp;</i></b><i></i>you can check the&amp;nbsp;<b><i>Status&amp;nbsp;</i></b><i></i>of a key, along with who created it and when it was created

Under&amp;nbsp;<b><i>API IPs,</i></b><i></i> one can control who is able to call the API. When this section is empty, all IPs are allowed to call the API.

That's it. You're done.

Basics

  • There are two ways to add an affiliate, you can add one in manually or you can have them sign up with the affiliate sign up page(preferred method) and they will be created automatically.

Add an affiliate manually

  • To add a new affiliate, click Affiliates > Add

Information Needed

  • First, Name the affiliate
  • Designate an Account Manager
  • Designate an Account Executive(select N/A is you don't want to add this)
  • Select a Status (Active/Inactive/Pending)
  • The following are optional:
    • Labels
    • Traffic Source, see this article for more info: click here
    • Internal Notes
  • Click Add to create the affiliate

To Add a User

Next you will need to add an affiliate user in order to give them access to their affiliate account.

  • Click the section titled Users

  • Click Add User
  • First type in a First/Last Name
  • Select a Status (Active/Inactive/Pending)
  • Title, Phone Numbers, and Instant Messaging are all optional
  • Type an Email
  • Select a Timezone
  • Currency
  • Instant Messaging

You can also select to send the user their password manually or automatically via email

  • Click Add


Add an affiliate automatically through the affiliate sign up page

Please click here to view an article about how to do this.

Please click here to see how to customize the sign up page.

Please note that if you add your own T&amp;Cs to the sign up page it will automatically get rid of the Everflow Platform T&amp;Cs



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