Affiliate management
Recruit, manage, and motivate affiliates to drive better results.
34 articles
Onboarding and access
Invite, approve and import affiliates, and manage their status.
- Invite Your AffiliatesInvite affiliates with Trackdesk's link or manual entry. Promote via email, website, and a landing page to attract partners.
- Customize Affiliate Registration FormAdd a custom registration form with predefined and client-specific questions.
- Affiliate ID DefinitionControl how affiliate IDs are created and managed when new affiliates register in your program.
- Granting Affiliates Access to Your Affiliate ProgramApprove new affiliates and manage their access through affiliate status changes.
- Understanding Affiliate, Traffic and Billing StatusesHow affiliate, traffic and billing statuses affect access, tracking and open balances.
- Mass Import Affiliates from CSVImport multiple affiliates to the platform in one go.
- Export Affiliates to CSVGet the raw data of all of your affiliates.
Communication
Reach affiliates with messages, emails, alerts and tickets.
- Message for Affiliates on Their Dashboard and Registration PageDisplay custom messages on the affiliate dashboard and registration page.
- Popup MessagesCommunicate important information to your affiliates through modal windows that appear on their dashboard.
- Email Messages to AffiliatesSend emails directly to affiliates and advertisers from the platform.
- Alerts for AffiliatesKeep your affiliates informed about key events happening within their account.
- Contact for AffiliatesEnhance engagement by adding your contact details for affiliates.
- Affiliate TicketingAllow affiliates to submit requests, inquiries, or applications directly through their dashboard, which you can review and respond to efficiently.
Team
Add colleagues and affiliate managers, and see what affiliates see.
- Invite Your ColleaguesAdd additional admins to the system to help you manage your affiliate program.
- Affiliate ManagersAssign specific affiliates to managers, giving them access to relevant data and communication tools.
- ImpersonationImpersonate individual affiliates in your system to see their view of the platform.
- Affiliate View on the SystemWhat affiliates do and see in Trackdesk: profile setup, tracking links, coupons, creatives, settlements, alerts, and postbacks.
- How Do I Pay Affiliates?Enable 1-click payouts to multiple affiliates with CSV export for popular payment methods.
- The Billing OverviewManage and settle open balances for affiliates.
- Affiliate Billing DetailsEnsure affiliates complete billing details for settlement inclusion. Learn how to make VAT mandatory in the system.
- Payment MethodsManage available payout methods for affiliates to select their preferred payment option.
- Settlement StatusesTrack payout processing with settlement statuses, bulk updates, progress counters, and automatic Tipalti synchronization.
- Export Payment Proofs to PDFExport payment proofs as PDFs for your accountant. Bulk downloads are also available.
- Affiliate BonusesAdd one-off amounts to an affiliate's open balance, or deduct from it, and pay them out with the affiliate's next settlement.
- Affiliate Billing StatusExclude an affiliate from your open balances without stopping their tracking, conversions, or commissions.
- Paying Affiliates via PayPal Mass PayGenerate settlements and export data for PayPal or direct payouts.
- Automated Payments via TipaltiAutomate affiliate payments with Tipalti integration.
- Automated Payments via Stripe ConnectPay your affiliates directly from your Stripe balance by sending Stripe Connect transfers from a settled balance.
- Crypto Payouts with ConfirmoPay your affiliates in cryptocurrency, making it easy to settle commissions with partners who prefer digital currency payments.
- Handling Affiliate Billing via APIUse the API to retrieve open balances, settle outstanding amounts, update settlement statuses, and review billing history.
- Generating Affiliate LinksCopy an affiliate's tracking link from the offer, and see how direct and redirect links differ.
- How to Change an Affiliate's EmailAffiliates can't edit their login email; see how to change it.
- Can an Affiliate ID Be Changed?No, affiliate IDs can't be changed; see the alternative.
- Can You Delete the Affiliate Account?Yes, you can delete an affiliate, or disable their access instead.