The following article describes the advanced flow of the offer creation. The advanced flow allows you to create any combination of the offer settings.

The offer creation process consists of 5 steps.

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The first step to creating an offer is filling in the basic information about the offer.

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: 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 three options of visibility — Public, Private, and Apply to run.

Public visibility means the offer is accessible to all of your affiliates.

Private visibility means an offer is accessible to the affiliates you assign to it. 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.

Apply-to-run visibility allows you to control which affiliates are granted access to the offer, enabling them to share their affiliate link for it. You can use it to let affiliates know that this is a more valuable campaign, but that they need to fulfill certain requirements before being granted access.

Offer thumbnail: a sneak peek at your offer. Give your affiliates a glimpse of what your offer is about. You can choose an image to represent the campaign.

Category: keep your offers tidy and organized and group together thematic offers under individual categories.

Offer tags: a way to tag your offers with important information visually. An example of tags can be New, Summer, or Winter sale.

The targeting section contains specifications that affiliates should follow. These recommendations include Device and Channels.

The device specifies what devices are targeted. Channels refer to which traffic channels you prefer.

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Trackdesk is intuitive for payouts to affiliates. Payouts are structured to give you the ability to customize them to your liking.

In conversion types, you can add multiple conversion types to be used in an offer. Conversion types have the following parameters: Conversion type, Value type, Number type, Recurrence limit, and On-Hold settings.

Conversion type: the conversion type you wish to use that is configurable in the Settings.

Value type: sets the revenue type — fixed value for payouts (Fixed), percentage payouts (Percentage), percentage-based revenue with fixed payouts (Mixed), 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: specifies how many times the conversion type can be triggered per click — once, a specific number of times, or unlimited times — for as long as the click remains stored in the visitor's website cookie.

On-Hold settings: delay a final conversion status or payout to affiliates by holding traffic for a specified time before allowing the conversion to be paid out. This is useful in cases where there's a higher chance of refunds — for example, over a 14-day period.

Affiliate specific payout: you can also select a specific affiliate and set the payout for each conversion type independently of the other settings.

After setting your conversion types, you will see a pre-defined group with conversion types and currently existing tiers in the primary currency you selected when creating your Trackdesk account. You can configure the revenue value for each conversion type, as well as the payout for all affiliate tiers you've set up.

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 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.

Revenue and payout groups can be targeted by setting conditions that determine when the group applies, ensuring it's used only when specific criteria are met.

You can combine different groups and their targeting options to create highly specific revenue and payout rules. For example, you might create a group that applies only to:

Groups are evaluated in priority order, which you control by reordering them in the list. The first non-default group whose conditions all match wins — its revenue/payout values are used for the conversion. If no non-default group matches, the default group is used as a fallback. Always keep meaningful values in the default group so traffic that doesn't fit any rule still has correct pricing.

Click the Add condition set button at the end of targeting setting.

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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.

Redirect tracking allows you to lead visitors to different landing pages based on targeting rules. Each redirect landing page can target a combination of location, language, device, and operating system. When a visitor clicks the affiliate link, Trackdesk picks the first landing page whose targeting matches all four dimensions for that visitor. If multiple landing pages qualify, the first in the list wins; you can reorder landing pages to set priority. Redirect URLs also contain CIDs that are then used to create conversions.

If you choose the direct linking method, you'll have to add a click script to your landing page and possibly another script based on your integration. We will talk about it more in-depth in the Step 5: Launch section.

The name of the landing page is shown to the user; it should indicate, for example, 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.

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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 up to 32 MB. 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.

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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 (for example, 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 — see Adding parameters to a conversion script and Methods of adding data to parameters.

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Some offer-level controls aren't part of the initial create flow but are available on the offer's detail page after publish:

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 — take a look at our next article, How to add Affiliates. If you are interested in any other guides, visit our Help Center.