Manage Existing Advertisers : Helpdesk

Manage Existing Advertisers

Here is a slideshow outlining the steps necessary to manage existing advertisers. There is also a text tutorial featured underneath the slideshow.



To manage advertisers, click&nbsp;<span class=""><i><b>Advertisers</b></i> and&nbsp;</span>select&nbsp;<span><i><b> Manage&nbsp;</b></i>from the drop down menu.</span>

<span class=""><i></i>Click on an advertiser. We chose&nbsp;<i><b>Doist (1)</b></i></span>

Click <span class=""><i><b> Global Postback.</b></i> This will show you a postback link and instructions.</span>

Here is the link and instructions under <b><i>Global Postback.&nbsp;</i></b><i></i>You can see more information by clicking&nbsp;<b><i>History</i></b><i></i>

<b><i>History</i></b><i></i> shows you time stamps of Employee actions.

To edit settings on <b><i>General,&nbsp;</i></b>click <span class="component"><i><b> Edit </b></i></span>

Here you can change the&nbsp;<b><i>Name, Account Manager, </i></b>and<b><i> Status&nbsp;</i></b><i></i>of the Advertiser. Click&nbsp;<b><i>Save&nbsp;</i></b><i></i>when finished

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

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

Fill in&nbsp;<b><i>First/Last Name</i></b>

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

You can fill in optional information such as&nbsp;<b><i>Title&nbsp;</i></b><i></i>and&nbsp;<b><i>Work/Cell Phone&nbsp;</i></b><i></i>numbers

Add an <b><i>Em</i></b><b><i>ail</i></b>, select a <b><i>Timezone</i></b>, and click <span class=""><i><b> Add </b></i></span>

To get back to the menu, click <span class=""><i><b> Doist </b></i></span>

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

Here is the user that was added. Next, click&nbsp;<span class=""><i><b>Offers</b></i></span>

Here, the offers are featured. To add an offer, click <span class=""><i><b> Add Offer&nbsp;</b></i>(featured in another tutorial)</span>

Click <span class="component"><i><b>Sign Up</b></i></span>

<b><i>Sign Up&nbsp;</i></b><i></i>features&nbsp;the <b><i>S</i></b><b><i>ignup URL, URL Identifier, Logo, Terms and Conditions, and Description</i></b>. You can change these preferences by clicking&nbsp;<b><i>Edit.</i></b><i></i>&nbsp;To get back to the list of advertisers click&nbsp;<b><i>Advertisers</i></b><br>

That's it. You're done.


Basics

  • To navigate to a list of advertisers, click Advertisers>>Manage
  • Here is a list of advertisers supplemented by their Status, Account Manager, and Today’s Revenue


Edit Advertiser

  • There are two ways to edit an advertiser
    • Click the control menu and select Edit
    • Click on the name of an advertiser and click Edit next to General
  • Here you can change the Name, Account Manager, and Status
  • Labels and Internal notes are optional
  • Click Save when finished
  • The advertiser has four sections:
    • General
    • Users
    • Offers
    • Sign Up


Under General

  • The General section has the following subsections:
    • General
    • Stats
    • Global Postback
    • IP Whitelist
    • Domains Whitelist
    • History
  • Click Users to continue


Under Users

  • This section contains a list of users
  • To add a user, click Add User
  • Fill out all necessary information such as:
    • First/Last Name
    • Status
    • Email
    • Timezone
  • Title, Phone, and Instant Messaging are all optional
  • Click Add when finished
  • Click Offers to proceed


Under Offers

  • The Offers section gives you a list of offers with the following supplemental information:
    • Thumbnail
    • Status
    • Visibility
    • Advertiser
    • Category
    • Revenue
    • Payout
    • Today’s Revenue
  • To add an offer click Add Offer (See tutorial Add Offer)
  • Click Sign Up to move on


Under Sign Up

  • This section features the following information:
    • Signup URL
    • URL Identifier
    • Logo
    • Terms and Conditions
    • Description
  • To edit this information, click Edit at the top right of the section

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