Batch Management

Manage your affiliates, conversions & customers quickly and efficiently

Maria avatar
Written by Maria
Updated over a week ago

Batch Management feature makes it easy to manage through your affiliates & conversions in just a few clicks. 

Below you'll find the pages where you can use this feature.

Affiliates 

When checking the box next to an affiliate, the options to approve, disapprove, set an affiliate group and export appear at the top of the page. 


If you have multiple programs, you'll see: 

  • The option to add an affiliate to another program.

  • Approve all and Disapprove all buttons. Using these will impact participation in all programs an affiliate is a part of. 

If an affiliate is part of multiple programs, and you would like to edit participation per specific program, click on the affiliate & use the side panel to approve or disapprove participation. 

Conversions

When selecting a conversion or a number of conversions, the options to approve and disapprove appear near the top, along with the option to export your conversion data

Note: Once a pending commission has been approved or disapproved, it is not possible to set it back to pending status.

Customers

When selecting a customer or a number of customers, the options to cancel & uncancel appear near the top, along with the option to export your customer data appear near the top.

More than 100 items?

 If you have checked the "Check all" box and have more than 100 affiliates/conversions, be sure to click on the "Select all ###" link that appears in a grey box. Otherwise, you will only export 100 items and not the full list. 

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