Following article describes advanced flow of the offer create. The advanced flow allows you to create any combination of the offer settings.
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 an 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 optional.
Flow Type - A flow type identifies what type of flow your offer should represent to your affiliates. You can choose between a Revenue share, CPA, and CPL.
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.
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.
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. You can pay everyone at once, by a 'tier' hierarchy, or achieve specific goals (e.g., conversion types).
In tiers, you can choose if you want to pay affiliates the same amount or based on a tiered hierarchy. To use the first variant, use the default "Standard Tier" and delete all other tiers. Use a premade state in tiers for the second variant, then click Apply.
Conversion Type Settings
In 'conversion types', you can choose if you want to use all created conversion types or a few of them for 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 amount of times - once, a specified number of times, or unlimited times.
After saving your tier and conversion types, you can proceed to 'Group.' Groups organize payouts to, well, groups. Groups contain an offer's payouts to countries or a set of countries (*and shortly currencies). A group is added by clicking the 'Add' new group button. You can add as many groups as you like.
A group is divided into three parts General, Revenue, and Payouts.
General - This contains basic information; Name, Location, and Currency.
The name of a group will help you organize and identify a group. You can do this, for example, by specifying a region or continent.
Location will let you separate payouts for countries. You can also use the "Global" location if you don't want to separate traffic by a specific country. The global setting can be overridden by creating an additional group with specified countries. You can have one set of payouts for all countries and a particular country with different payouts. However, you can not assign one group for global and individual countries.
The currency we currently support is a singular currency per account. Your selected currency is defined during registration. The possibility of adding different currencies will be added in the near future.
Revenue - You can fill in the following values in the conversion type settings; a fixed number, percentage value, or revenue unknown). Revenue is the amount of the order. These values calculate an affiliate payout.
Payouts - Payouts are what the affiliates will receive when a conversion is created. After assigning payouts, they are predefined depending on a tier's set of commission rates. Feel free to edit these default values or keep them as they are.
When done, click the "Apply" button. You can either add more groups or continue to the next step.
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 them. 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. Redirect URLs also contain CID that are then used to create conversions.
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 is the purpose of one landing page when more of them are 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 the tracking code needs to be placed on every page of your website where you would like to track clicks (eg 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 put on every page the conversion should be fired on. 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.