February 2023 Product Update

7.6.8.0 Pipeline Breakout by Lead Report

What’s New?

  • Pipeline Stage Breakout by Lead Report
  • Campaign Monthly Breakout Filter by Affiliate
  • Manage Affiliate & Campaign Groups Better

 

Pipeline Stage Breakout by Lead Report 

This new report gives users a quick overview of how each Stage within a Pipeline has performed. 

Easily drill into each Lead for details by clicking on each linked LeadID. View the status of each stage, plus revenue, commission, and other details.

We made APIs for admin users to be able to pull the same report. Affiliates can also use their own version of this report. 

 

Campaign Monthly Breakout Filter by Affiliates

This Monthly Breakout can now be filtered by either a single Affiliate ID or by an Affiliate Group. 

 

Affiliate & Campaign Groups: Better Management Tools

This feature set allows better management of Affiliate Groups and Campaign Groups. IDs have been added as well as a full set of APIs for Affiliate Groups. 

Affiliate & Campaign Listing pages

  • Affiliate Listing now displays an Affiliate Group ID next to each Affiliate Group Name.
  • Campaign Listing now displays a Campaign Group ID next to each Campaign Group Name.

Group Management pages

  • Affiliate Groups page now displays a Group ID next to each Group Name.
  • Campaign Groups page now displays a Group ID next to each Group Name.

Full set of APIs for Managing Affiliate Groups 

    • The endpoint URL is the same for all four (4) of these APIs:  https://api.linktrust.com/v2/affiliates/groups
  • C - Create API
      • POST method
      • Required field:  “Name”
      • This API will add a group with the Name provided
  • R - Read API
      • GET method
      • Required fields:  None
      • Sending a GET call will simply return a list of Affiliate Groups in the account
  • U - Update API
      • PUT method
      • Required field:  “currentGroupId” (int)
      • Required field:  “reassignGroupId” (int)
      • Note: API vs UI work differently
        • API only reassigns without deleting current/former Group;
        • User Interface feature will reassign and delete the current/former Group. 
  • D - Delete API
    • DELETE method
    • Required field:  “deleteGroupId” (int)
    • Required field:  “reassignGroupId” (int)
    • Note: if you want all Affiliates in the deleted Group to become unassigned instead of reassigning to a “reassignGroupId”, use the value -1 for “reassignGroupId”

 

Features & Bug Fixes:

 

  • Affiliate’s Pipeline Stage Breakout by Lead
  • Partner’s Pipeline Stage Breakout by Lead 
  • API for Partner’s Pipeline Stage Breakout
  • CRUD APIs for Affiliate Groups
  • Listing Pages: Display IDs for Campaign & Affiliate Groups
  • Groups Pages: Display IDs for Campaign & Affiliate Groups
  • Campaign Monthly Breakout Filter by AFID
  • Campaign Monthly Breakout Filter by Affiliate Group
  • Banner - Configure dynamic domain port handling
  • Fix:  Error Using [=TrackingURL=] Token in a Creative
  • Fix:  Rounding Issue w/ Decimal Adjustments Multiplied
  • Fix:  Reassigning Groups Should Not Remove Groups 
  • Fix:  Affiliates Unable to Add Pixels in AC 
  • Fix:  Commissions by TX Export Doesn’t Work 
  • Fix:  TX Details Report Addtl Data Was Printing out HTML
  • Fix:  Health Check is not Allowed Unauthenticated
  • HF:  Year Value of LeadID Multiple Hexidecimal Digit Length