Affiliate Access to Offers

There are situations where you may want to limit which affiliates have access to offers. Some offers are private and you only want a select few affiliates to run traffic. Or maybe you want to personally screen affiliates who want to run an offer. This article walks you through the options available to provide affiliates with access to an offer.

Managing Affiliate Access to Offer

To see which affiliates have or don’t have access to an offer, go to the offer’s page and find the Affiliate Access panel. This panel can have up to three sections: “Approved”, “Blocked”, and “Unapproved”. Here’s what it looks like with all three sections:

affiliate-access-all

A standard offer will just have the “Approved” panel, meaning that all the listed affiliates (and all active affiliates in your network) have access to the offer and can run traffic to it. By default, you will see one link on the side of the select tool that says “Block”. If you select an affiliate and click Block, that affiliate is blocked from accessing your offer, and their tracking links for the offer won’t work.

When one or more affiliates blocked, a “Blocked” section appears below with the list of blocked affiliates. You can unblock these affiliates by selecting them and clicking “Unblock” on the right. This moves the affiliate back to the “Approved” section.

Tip: Hold Ctrl (Windows) or Command (Mac OS) when selecting affiliates to select more than one at a time.

Affiliate Offer Access in Affiliate Profile

To manage a single affiliate’s access to multiple offers, you can go to their affiliate profile instead. The same behavior as above applies in the Offer Access panel here, where you can approve and block the affiliate’s access to the selected offers:

affiliate-access-offer

Changes made here are reflected in the Affiliate Access panel of the respective offers.

Affiliate Offer Access in Advertiser Profile

You also have the option to manage affiliate offer access at the advertiser level, so the advertiser can have management over how an affiliate can access any of the advertiser’s offers. If an advertiser chooses to block an affiliate from their offers, this rule overrides the option to approve an affiliate on the offer or affiliate page. This means if an affiliate is blocked in the advertiser’s page, then even if you try to manually Unblock them for a specific offer whether in the offer page or affiliate profile, that affiliate remains blocked.

For the affiliate to be managed at the affiliate page or offer profile, they must be set to “Approved” at the advertiser level. If you are running into issues with approving affiliates on the offer page, check the affiliate’s access at the offer’s advertiser page.

Require Approval to Offers for Affiliates

Many networks have offers that they want to manually approve affiliates for. This is usually because the network wants to make sure that the affiliate is a good fit for the offer. HasOffers provides you with the option to screen affiliates through an application process for each offer. Affiliates can apply for offers, and you or your advertiser can manually approve or reject the application.

To allow affiliates to submit access requests, first turn on the network-wide offer setting. Go to Company > Customize Application > Settings > Offer. On that page, set Require Approval to “Enabled” to enable this setting at the offer level. Now all your offers have the option to require approval for affiliates. This setting is set to “Disabled” at the offer level by default.

To enable the approval requirement for an offer, go to the offer’s page and click Edit in the Settings panel. Set Require Approval to “Enabled”. This allows affiliates to see offer details and apply to the offer, but not to generate tracking links or creatives until they’re approved. It also moves affiliates previously set to approved to unapproved. You can then start manually approving or rejecting affiliates.

If an affiliate is unapproved for an offer, they can still view the offer in their interface, however they won’t have access to tracking links. At the top of the offer page, they can click a link to apply for the offer:

Managing Offer Applications

Once an affiliate requests access to one of your offers, their application appears on the offer applications page (Offers > Offer Applications). This page lists all pending applications by default:

To accept or reject an offer application, first select it by checking the box in the leftmost column. Then click “Approve” or “Deny” to process all selected applications at once.

Tip: You can filter table results to different approval statuses using the Configure button.

Adding Offer Approval Questions

When you want to manually approve affiliates to an offer, you may have questions for them to answer. To add offer approval questions to an offer, click Edit in the Settings panel of the offer page. From the Require Approval setting where you turned on this feature, you will see a “Manage Approval Questions” link:

On the next page, you can enter the question and opt to make the field required. Click Add to append the question to the list of questions above. When an offer approval question is added, it is set to active right away. To pause or suspend a question from showing up in the offer application for the affiliate, click Pause in the “Action” column.

To add offer approval questions that apply to all offer applications, go to Company > Customize Application > ContentOffer Approval Questions. On the next page, you can view existing global questions at the bottom table and add new ones at the top. The same functionality exists here as is it does in the offer-specific questions, except that questions here appear in all offers requiring approval.

Affiliate responses to all questions can be found on the offer applications page in the “Offer” column of an application.

Blocking an Affiliate from Your Network

Set an affiliate’s status to “Blocked” when you have a reason for wanting them out of your network. To block an affiliate, go to Affiliates > Manage Affiliates. Select the name of the account you would like to block and click “Block” in the Account Information panel. Next, you will be prompted to enter a reason for blocking the affiliate. Enter your notes and click “Block Account”.

Once an account is set to “Blocked” it will be blocked entirely from the network. Once an account has been blocked, you may unblock them by clicking the “Unblock” link in the Account Information panel.

Private Offers

Private offers are invisible to all affiliates except those specifically approved for the offer. When this setting is enabled for an offer, unapproved affiliates cannot view or otherwise gain access to the offer. Approved affiliates see the offer in their interface like any normal offer.

Tip: You can use private offers to run internal campaigns separately from offers for your affiliates.

To set an offer to private, go to the offer’s page and click Edit in the Settings panel. Set the Private to “Enabled” and save. Once the offer has been made private, you can go to the Affiliate Access panel and start approving the desired affiliates to the offer.

Note: When an offer is set to private, all affiliates currently approved for that offer are set to unapproved.

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