How Do I Assign an Affiliate to a Campaign?

Search for Affiliate - Assign the Selected Affiliate - Other options

In order to assign an affiliate to a campaign you'll need open the 'Campaign Details' of the campaign you wish to assign them. From there you'll want to click on 'Affiliates' under the 'Advertise' box on the left. Then click the tab labeled 'Select An Affiliate' Once you have gotten here you'll want to search for the affiliate you want to assign to this campaign.

Searching for the Affiliate

The following is an explanation of the search criteria you can use to find an affiliate:

Affiliate ID (AFID) - The affiliate ID is a unique identifying number that represents an affiliate. This ID is generated after an affiliate is created or approved in the system. To search for an affiliate by AFID, enter the affiliate's AFID in the field.

First Name - To search by first name, enter the affiliate's first name in the field, or search for the affiliate's first name using the following search functions:

  • Begins With
  • Ends With
  • Contains
  • Exactly

Last Name - To search by last name, enter the affiliate's last name in the field, or search for the affiliate's last name using the following search functions:

  • Begins With
  • Ends With
  • Contains
  • Exactly

Company Name - To search by company name, enter the affiliate's company name in the field, or search for the affiliate's company name using the following search functions:

  • Begins With
  • Ends With
  • Contains
  • Exactly

City - To search by city, enter the affiliate's city in the field, or search for the affiliate's city using the following search functions:

  • Begins With
  • Ends With
  • Contains
  • Exactly

State/Postal Code - To search by state and postal code, select the affiliate's state from the drop-down field. You can also enter the affiliate's postal code in the field next to the drop-down box.

Country - To search by country, select the affiliate's country from the drop-down field.

Sign Up/Login IP Address - To search by sign up or login IP address, enter the affiliate's sign up or login IP address in this field. Use the following format when entering in the address: 192.168.1.25.

Logged In - The Logged In field allows you to search for all affiliates, only those affiliates that are logged in, or all those affiliates who have never logged in.To search by logged in, select the appropriate option from the drop-down field.

Payment Terms - The Payment Terms field allows you to search for an affiliate using the sign up or login IP address.To search by the IP address, enter the IP address in the field.

Filter Traffic By - You can search for an affiliate by selecting how the traffic for the affiliate's campaign is filtered. Traffic for a campaign is filtered by the following types:

  • Co-Reg/Lead-Gen
  • Contextual
  • CPC
  • Display
  • Call Center
  • Pay-Per-Call
  • Incentivized
  • Social
  • Email
  • Search
  • Pre-Pop
  • Mobile

To search by traffic filter, select the traffic filter that applies to the campaign.

Affiliate Manager - The primary affiliate manager is the owner of the affiliate. You can search for all the affiliates assigned to a specific affiliate manager. To search by affiliate manager, select the affiliate manager from the drop-down field.

Sign Up Date Between - The Sign Up Date Between fields allow you to search for an affiliate based on their sign up date. To search by sign up date, enter the date using the m/d/yyyy format, or click on each field and select the date from the calendar that appears.

Email Address - To search by the affiliate's email address, enter their email address in the field. The email address you enter must be an exact match to the address you are looking for.

Group - To search for affiliates assigned to a specific group, select the group from the drop-down field.

Account Status - To search by account status, select one of the following from the drop-down field:

  • All accounts
  • Active accounts
  • Suspended accounts

Tax Document Status - To search by tax documentation status, select one of the following from the drop-down field:

  • All documentation
  • Received documentation
  • Not received documentation.

IM Address - The IM Address field allows you to search for an affiliate using their IM address.
To search by IM address, enter the affiliate's IM address in the field.

Begin your affiliate search by selecting Search.

If you want to clear your search criteria to begin a new search, select Reset.

Assigning An Affiliate

Once you have found the affiliate you wish to assign, you can simply click on the green plus next to their name.

If you'd like to add multiple affiliates to the same campaign select the gray checkbox next to each of the affiliate's names and then click on the button 'Add Selected to Campaign'

Other Options

From the Add Affiliate page, you can also do the following:

Access Affiliate Details - By clicking on an affiliate's name, you'll open another tab that redirects you to the affiliate details page.

Send Message - Send Message allows you to send an email to all the affiliates found in the search results. When your search results appear, this feature is activated.