Quick actions are shortcuts to common tasks, such as creating an offer, inviting an affiliate or opening the click report. They live in the search bar at the top of the dashboard.
Open quick actions
Click the Search or ask AI… bar, or press
Ctrl + K(⌘ + Kon a Mac).Switch to the Search tab.
Click the Quick actions filter and pick an action, or type its name.
The available quick actions are:
Create: Tracking link, Create offer, Create affiliate, Invite affiliate, Add new coupon, Invite colleague
Results: Best performing affiliates, Best performing landing pages, Active affiliates, Click report (realtime)
The other filters in the Search tab find pages (Navigation), Settings, a specific Offer or Affiliate, and Knowledge base articles.
💡 Tip: To ask a question or have a change made for you, switch to the AI Chat tab of the same bar. See AI Assistant.
Quick actions in the offer list
In Offers → Offer list, click ⋮ next to an offer to pin it, deactivate or activate it, or clone it.
Pin offer
This feature allows you to pin the offer to your affiliates' dashboard.
Deactivate/activate offer
This action turns an offer off and on.
Clone offer
This feature allows you to clone an offer. Cloning opens a pre-filled copy of the offer that you can edit.
In order to clone an offer, navigate to the offer list and use the Clone offer button in the menu of the offer block.
After using the button, fill in the name of the new offer and use the Clone offer button.
After cloning the offer, you are taken to the offer creation as the first step. Then go through all the steps and make any desired changes. When you are done with changes to the cloned offer, publish the offer as the last step.
