The following article describes the advanced flow of the offer creation. The advanced flow allows you to create any combination of the offer settings.
Feature update history:
20/05/2025 – Added advanced targeting options to revenue and payouts setting.
The offer creation process consists of 5 steps.
Step 1 - General
The first step to creating an offer is filling in the basic information about the offer.
Description of individual fields
Name - The name of your offer that will be visible to everyone in the offer list.
Description - This field is used to describe an offer to your affiliates.
Restrictions - This field is to specify conditions or limitations to your offer. This section is only displayed once and is optional to fill.
Internal note - Use the internal note to share information with your team or as a reminder for yourself. This field is visible only when completed and is optional.
Visibility - We support two options of visibility: Public and Private. Public visibility means the offer is accessible to all of your affiliates. Private visibility means an offer is accessible to the affiliates with specific access. Private visibility is helpful in two cases: you can have a special offer directed to high-performing affiliates with a higher payout or to test an offer. (We recommend using private visibility for testing.) See our Testing a new Offer article for additional information.
Category - Keep your offers tidy and organized and group together thematic offers under individual categories.
Offer thumbnail - An offer thumbnail is a sneak peek at your offer. Give your affiliates a glimpse of what your offer is about.
Offer tags - Offer tags are a way to tag your offers with important information visually. An example of tags can be New, Summer, or Winter sale.
Targeting section
The targeting section contains recommendations that affiliates should follow. These recommendations include Language, Device, and Channels.
The language means the preferred languages of the offer. The device specifies what devices are targeted. Channels refer to which traffic channels you prefer.
Step 2 - Revenue & payouts
Trackdesk is intuitive for payouts to affiliates. Payouts are structured to give you the ability to customize them to your liking.
Conversion type settings
In conversion types, you can add multiple conversion types to be used in an offer. Conversion types have the following parameters: Conversion type, Number type, and Value type.
Conversion type - This field is for the conversion type you wish to use.
Value type - A value type is for setting a fixed value for payouts (Fixed), percentage payouts (Percentage), or fixed values without entering a revenue (Revenue unknown). If you choose a percentage, the value must be prepared in our conversion script. This way, we can calculate the actual affiliate payout. Otherwise, the values are saved in the offer for the payouts for the affiliates. Add your desired conversion types, then click the "Apply" button in the Revenue & payouts block.
Recurrence limit - This means the conversion type is acceptable a specified number of times - once, a specified number of times, or unlimited times.
Groups
After saving your tier and conversion types, you will see a pre-defined Group with your configured Conversion types and all Affiliate tiers you set up.
In the first column set the revenue per each conversion type. In subsequent columns you will see affiliate payouts divided into tiers. Values in each tier get automatically pre-calculated based on default tier commissions for fixed and percentage value types. You can override these values with anything you want. For revenue unknown payouts have to be filled in manually for each tier.
If you use multiple currencies in your program, you can set up different payouts for each currency in the same manner. Click on the "Add currency" button to add a new currency.
Groups can be renamed as you wish with the rename option under the three-dot dropdown menu.
Group targeting
Revenue and payout groups allow you to set different pricing rules based on specific targeting criteria. This powerful feature enables you to create customized revenue and payout structures that apply only when certain conditions are met.
Location-based targeting
You can target specific geographical locations by selecting countries, subdivisions (states/provinces), or cities. This allows you to offer different payouts based on where your traffic is coming from. For example, you might want to offer higher payouts for traffic from countries with higher conversion rates or purchasing power.
When configuring location targeting, you can:
Select specific countries from the dropdown menu
Choose "Global" if location doesn't matter to you
Add multiple locations to create a broader targeting rule
Coupon-based targeting
You can create special revenue and payout structures that apply only when specific coupon codes are used. This is particularly useful for:
Running special promotional campaigns with specific partners
Creating custom discount codes for different affiliate tiers
Testing different coupon strategies with varying payout structures
Conversion count targeting
This option allows you to set different payouts based on the number of conversions that have occurred on a click. For example:
Offer higher payouts for the first X conversions
Adjust payouts after a certain conversion threshold is reached
Create tiered payout structures that change as conversion counts increase
The conversion count targeting supports:
Minimum number of conversions (starting from which to apply the rule)
Optional maximum number of conversions (up to which to apply the rule)
Customer ID targeting
Apply specific revenue and payout rules only when certain customer IDs are detected. This can be useful for:
Special arrangements with enterprise clients
Testing different pricing strategies with specific customer segments
Managing VIP customer programs with custom commission structures
Custom parameter targeting (AdvS and AffS)
Trackdesk supports custom parameter targeting through AdvS (Advertiser) and AffS (Affiliate) parameters, allowing for highly customized targeting rules:
AdvS parameters (Adv S1-S5):
These parameters can be set by advertisers and used to target specific advertiser-defined segments or campaigns.
AffS parameters (Aff S1-S5):
These parameters can be set by affiliates and used to target specific affiliate-defined segments or sub-campaigns.
Using multiple targeting options together
You can combine different targeting options to create highly specific revenue and payout rules. For example, you might create a group that applies only to:
Traffic from a specific country
Using a particular coupon code
After the 3rd conversion
With specific custom parameters
Targeting evaluation and priority
When multiple revenue and payout groups exist in an offer:
Non-default groups with targeting rules are evaluated first
If no targeting rules match, the default group is used
Make sure your default group has appropriate fallback pricing for all scenarios
Limitations and best practices
Each revenue and payout group must have at least one currency configured
A specific location can only be present in one revenue and payout group
When using multiple targeting options, all conditions must be met for the group to apply
It's recommended to start with simpler targeting rules and expand as needed
Always ensure you have a default group configured with appropriate fallback pricing
When done, click the "Save" button.
Step 3 - Landing pages
Affiliates use landing pages to send their traffic to you. You can add more landing pages to an offer. Affiliates can then select these landing pages to send their traffic to. You have the option to choose between two primary tracking methods: direct linking and redirecting.
Direct linking allows you to have a set of landing pages that will track all incoming traffic.
Redirecting allows you to lead visitors to different landing pages based on their geographical location determined from their IP address, OS, Device type or language. Redirect URLs also contain CIDs that are then used to create conversions.
⚠️ Please note that once an offer is published, the tracking type setting cannot be changed. If you're not sure about what to select, choose the direct linking method.
If you choose the direct linking method, you'll have to add a script based on your integration to your landing page. We will talk about it more in-depth in Step 5 - Launch section.
The name of the landing page is shown to the user; it should indicate e.g. what the purpose of one landing page is when more than one is present. When only one landing page is added, it is best practice to use names like "Landing page," "Global landing page," "Main landing page," and so on.
Step 4 - Creatives
Creatives (also known as creative assets) are optional but are highly beneficial for your affiliates. You can upload an Image banner, HTML 5 banner, text link, and zip file. With these types of creatives, you will be able to help your affiliates with their promotional activities. Affiliates can see creatives in the offer detail in the tab labeled "Creatives," where they can download or copy them.
Step 5 - Launch
Here we will guide you on implementing the tracking of an offer. On each page, a script/snippet should be present. There are two types of code snippets: click and conversion.
Click tracking code needs to be placed on every page of your website where you would like to track clicks (e.g., every landing page). Make sure that it is placed in the <head> tag, ideally as high as possible.
The conversion tracking code needs to be placed on every page where the conversion should be fired. There is a specific code for every conversion type you have chosen in the offer creation process. This code is usually placed on thank you pages and should only be run if the conversion was successful.
*** In case a percentage number was used for a conversion type, the amount needs to be filled in for the script. There are more variables to use for tracking information. Click here: Adding a Parameter to Conversion Scripts and here Methods of Adding Data to Parameters.
... and that's it!
Now you've seen all the information on how to create an offer. With this, you are ready to invite affiliates! How can you do that? It is simple! Took a look at our next article, How to add Affiliates. If you are interested in any other guides, visit our Help Center.