Customisation
Tailor Trackdesk to your business needs for a more efficient workflow.
By David and 1 other2 authors21 articles
- Custom SMTP with Google Workspace SMTP RelaySend Trackdesk emails from your own Google Workspace domain through Google's SMTP relay service.
- Conversion Funnels and Funnel ReportDefine the sequence of conversion types your customers go through and track conversion rates and drop-offs between each step.
- Upload Your Logo and FaviconPersonalize the platform with your company logo and favicon for easy recognition.
- Default Report ColumnsSet which columns each report opens with and in what order, with optional overrides per role.
- Default Dashboard LayoutSet the dashboard arrangement each role starts with, so your users land on a layout you designed.
- Dashboard and ReportsExplore the options you have on your Trackdesk dashboard.
- System LanguageSelect from available platform languages for user preference.
- System and User TimezoneSet a default time zone for all users on the platform.
- Custom Color ThemeApply your own color branding to the platform.
- Custom DomainsUse a custom domain for your affiliate program.
- Multi-factor Authentication
- Terms and ConditionsDefine specific Terms & Conditions documents tailored to your affiliate program.
- Menu CustomizationAdd custom menu items to link to knowledge bases or external websites.
- Data Visibility for AffiliatesAllow affiliates to view conversion parameters, such as Order IDs.
- What is White-Label and What Does It Do?What white-label does in Trackdesk and how it removes Trackdesk branding from your dashboard and affiliate-facing pages.
- Email CustomizationAdd your own content to invitation emails sent out automatically by the system.
- Customizing Affiliate Sign-up PageCreate a more branded and engaging onboarding process for new affiliates.
- Custom internal pagesCreate internal documentation, share guidelines, or provide any other information to help your team and affiliates succeed.
- Custom SMTP Email ServerSend system emails through your own mail server instead of using Trackdesk's default email service.
- Custom Privacy PolicyCreate and display a personalized privacy policy for your affiliate program.
- TagsOrganize and classify your offers, affiliates, advertisers, and affiliate managers with color-coded tags.