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Affiliate View on the System

What affiliates do and see in Trackdesk: profile setup, tracking links, coupons, creatives, settlements, alerts, and postbacks.

Written by Trackdesk Team

How to fully set up the affiliate profile

To complete the setup of an affiliate profile, it is essential for the affiliate to fill in billing details and select a payment method. Without this information, the affiliate's commissions cannot be settled.

Upon registration, affiliates will see options for entering both billing details and payment methods. These options remain available until the affiliate provides the necessary information.

Affiliates can access these settings directly from the dashboard's Pending settings panel by clicking the relevant button, or through the menu:

  • Billing → Billing details

  • Billing → Payment methods

Billing details can also be made required during affiliate registration; in that case, the affiliate only needs to add a payment method after signup to complete the setup.

Sending traffic

To send traffic, the affiliate needs an affiliate tracking link. They can obtain a tracking link by clicking Get Link on the dashboard if an offer is pinned there.

If no offer is pinned, the affiliate should navigate to the Offer list and click Get Link to copy the presented link.

Or from the offer's menu:

Affiliates can also append AffS1–AffS5 variables to the tracking URL to add parameters for tracking IDs or marking different traffic sources.

Once the affiliate has the link, they will share it with their audience to direct traffic to the client's website.

Coupons

If coupons are associated with the affiliate, they can use them along with the tracking link to provide an incentive to their audience.

Coupons can be found in the Offers → Coupons section. All coupons assigned by the admin to the affiliate will be visible to the affiliate.

Creatives

If creatives are associated with an offer, the affiliate can use them to display the tracking link on their website or other platforms.

To access creatives, affiliates should go to the Creatives tab in the Offer details.

Settlements

Affiliates can view the settlements they are part of and the amounts generated on the dashboard, or by navigating to Billing → Settled balance.

Billing methods, frequency, and realization depend on an agreement between the affiliates and the admin.

Affiliate alerts

Affiliates can receive in-app and email alerts for key events in the system, such as a new offer being added or a settlement status changing.

Alerts have two layers of control: the admin sets which alerts are available and their default channels, and each affiliate can override those defaults within what's been made available to them.

Admin: affiliate alerts settings

In Settings → Affiliates → Affiliate alerts, the admin configures three settings per event type:

  • Available: whether the alert is exposed to affiliates at all. If unchecked, affiliates cannot see or configure this alert in their preferences.

  • In-app: whether affiliates receive in-app notifications for this event by default.

  • Email: whether affiliates receive email notifications for this event by default.

When In-app or Email is enabled on an available event, affiliates receive those notifications automatically and can opt out from their preferences.

Affiliate: alerts panel and preferences

Affiliates access their alerts via the bell icon in the top bar. Alerts are organized into New and Cleared tabs, with a Clear all action to dismiss everything in the New tab.

From the gear icon in the alerts panel, affiliates can open their alert preferences and toggle In-app and Email for each available event. Only events that the admin has marked as Available appear in this modal.

Affiliate postback

Affiliates can configure postback tracking to send information to their conversion tracker when a conversion occurs based on selected parameters.

Postback tracking events are sent as GET requests to a specified URL.

To create a postback tracking event, affiliates will navigate to Tools → Postbacks → Create new postback and fill in all the required fields.

Required information:

  • Referral ID: the affiliate's ID, which is pre-filled.

  • Scope: determine whether the postback should be for all offers or only specific ones.

  • Excluded offers: if using a global scope, affiliates can exclude certain offers. If using an offer-specific scope, they should specify which offers to include.

  • Conversion types: select conversion types that trigger the postback. Postbacks will be sent for all selected types.

  • Conversion statuses: choose conversion statuses that will trigger the postback. Postbacks will be sent for all selected statuses.

  • URL to fire: enter the URL of the affiliate's tracker where the information will be sent.

Optionally, affiliates can add parameters to the postback URL by clicking on them in the Available variables for URL section. Available parameters include AffS1–AffS5 sent with the click and other predefined options from the conversion.

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