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How can I manage affiliate programs effectively in Tapfiliate?

Written by Nina

How to Manage Affiliate Programs Effectively in Tapfiliate

Managing affiliate programs in Tapfiliate involves configuring program-specific settings, approving or rejecting affiliates, handling conversions and commissions, and archiving programs you no longer run. Below is a comprehensive guide to help you navigate these processes.

Approving and Rejecting Affiliates

Approving Affiliates for Specific Programs

  • To approve an affiliate for a specific program, go to the affiliate’s details panel, click the Pending status, and select Approve from the dropdown. This ensures the affiliate is approved only for that program.

  • For bulk approvals, use the REST API: PUT /programs/{program-id}/affiliates/{affiliate-id}/.

Manual Review of Affiliates

  • Turn off Auto-approve affiliates in the program’s settings to ensure new sign-ups remain in a Pending state until manually approved. Steps: - Open Programs. - Go to General settings. - Toggle Auto-approve affiliates OFF. - Save changes.

  • With this setting off, affiliates cannot access the dashboard or tracking links until approved.

Rejecting Affiliates

  • To reject affiliates: - Go to the Affiliates tab. - Select the affiliate(s) and choose Disapprove. - Alternatively, open the affiliate’s profile, scroll to the Program section, and change the status to Disapproved.

Managing Program-Specific Settings

Running Multiple Programs

  • Tapfiliate allows you to run multiple affiliate programs under a single account. Each program can have its own tracking setup, commission structure, and affiliate access. Affiliates sign in via the same portal, but you control their program access. Note: Only one custom tracking domain can be configured per account.

  • Programs are either Active or Archived. The counter at the top of the page shows how many of your programs are currently active, and the program switcher in the top right corner marks each program with its status.

Archiving a Program

  • If you have stopped running one of your programs, archive it instead of leaving it in your active list. Go to Programs > General settings, select the program in the switcher in the top right corner of the page, scroll to the bottom and click Archive program, then confirm.

  • An archived program keeps all of its historical data and opens in a read-only view. It stops tracking new clicks, conversions and commissions, its settings and assets can no longer be edited, and it does not count towards the number of programs included in your plan.

  • To bring the program back, open it and click Activate. The full walkthrough is in General Program Settings.

Pausing Affiliates

  • To pause affiliates while keeping their links active: - Go to Programs > General settings. - Toggle off Automatically approve commissions. This ensures new conversions remain Pending and are not payable. - Use the Conversions page to approve or disapprove pending conversions later.

  • For managing a subset of paused affiliates, create a temporary Paused affiliate group. This helps track and manage paused affiliates effectively.

  • Note that this is how you pause affiliates while the program keeps running. If you want to stop a whole program instead, archive it, see Archiving a Program above.

Handling Conversions and Commissions

Product-Based Commissions

  • A single customer is tied to one program and cannot drive conversions across multiple programs. To manage product-based commissions: - Keep affiliates and customers within a single program. - Define separate commission types for different products. - Use the API to pass the appropriate commission type when creating a conversion. This ensures accurate commission attribution.

FAQs and Troubleshooting

Who Manages Affiliate Approvals?

  • Advertisers manage their own affiliate programs, including application reviews and approvals. If your application is pending, contact the advertiser directly through their support channel.

What Do Affiliates See When a Program Is Archived?

  • On their Programs page they see a banner explaining that the program was archived by the advertiser, and the program card is marked Inactive with the label Archived by advertiser. The View button is disabled, so they can no longer reach the program's links, coupons or reporting.

  • Affiliates keep their accounts and their earnings history, and the archived program stays in their list for reference. Since its referral links no longer track clicks or sales, let your affiliates know before you archive a program they are actively promoting, so they can remove those links from their content.

By following these guidelines, you can effectively manage your affiliate programs in Tapfiliate, ensuring smooth operations and optimized affiliate engagement.

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