Adding New Publishers/Affiliates : Helpdesk

Adding New Publishers/Affiliates

There are two ways to create a new publisher/affiliate:

  1. You can add them in manually
  2. You can have them sign up through your affiliate sign up page

1) Manually Adding Affiliates

  • To add a new affiliate, click Affiliates > Add

Put in the following details:

General

  • Name - Name of the Affiliate
  • Designate an Affiliate Manager - to learn more on how to create Network users: click here
  • Designate an Account Executive (select N/A is you don't want to add this)
  • Select a Status (Active/Inactive/Pending)
  • Select the currency that will be displayed in the Affiliate UI. 
  • Enable/Disable if affiliate can receive in-app or email notifications when changes to approved Offers are made.
  • The following are optional:
    • Labels
    • Traffic Source - to learn more about this feature: click here
    • Internal Notes

Address

  • Enable/Disable to show Affiliates's Address. This will be used on Invoices if enabled. 

Billing 

(click here for more details on Invoices and Billing)

  • Billing frequency allows you to selection how often invoices are generated and the exact start day of each billing period. 
  • Select the Payment method you will use to pay the Affiliate. 
  • Taxes Details is not a required field. 
  • Enable/Disable Auto Invoicing for invoices to be automatically generated based on frequency and delay settings. 
  • Payment terms is the amount of day which the invoice needs to be paid after the last day of the billing cycle. Also known as Net payment terms. 
  • Enable/Disable hide invoices from Affiliates within the Affiliate UI. 

Add Users for the new Affiliate account:

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
  • Add their First/Last Name
  • Select their Status (Active/Inactive/Pending)
  • Add their Email
  • Select their Language
  • Select a Timezone
  • Add Currency

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

  • Click Add

2) Adding affiliates via 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: If you add your own T&Cs to the sign up page - it will automatically replace of the Everflow Platform T&Cs.



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