At a Glance: In this article, we’ll cover the Affiliate General Settings section, which allows you to configure essential options such as panel language, auto-assignment of affiliate managers, and features like Auto Approve and Mask Customer ID. These settings help improve efficiency and ensure the affiliate panel aligns with your business requirements.
Introduction
The Affiliate General Settings is a central hub to manage essential configurations for your affiliate program. This section empowers administrators to streamline workflows, improve privacy, and customize default settings. Use this feature to:
Automatically assign managers to affiliates.
Mask sensitive customer information for GDPR compliance.
Enable or disable features like Auto Approve to control affiliate onboarding.
Steps to Configure Affiliate General Settings
Step 1: Access Affiliate General Settings
Navigate to the Configuration section in the left-hand menu.
Select Affiliates and click on the General Settings tab.
Tip: Ensure you have admin privileges to modify these settings.
Step 2: Key Configurations
Panel Language: Use the dropdown to select the preferred language for your panel.
Auto Assign Affiliate Manager: Select the Affiliate Manager or disable this option depending upon your requirement.
Default Click ID/Transaction ID Macro: Enter a macro value (e.g.,
p1,p2) to ensure consistent tracking.
Step 3: Enable/Disable Features
Toggle the following options as needed:
Auto Approve: Automatically approve new affiliates upon registration.
Update Postbacks: Allow affiliates to update postbacks.
Mask Customer ID in Customer and Activity Logs: Hide sensitive customer data for privacy compliance.
Hide Customer Details Page: Restrict access to customer details.
Auto Approve Promo Code: If enabled the promo code will be approved.
Disable Invoice Generation For Affiliates: If enabled the invoice generation will be disabled for affiliates.
Enable Negative Carryover by Default: If enabled the negative carryover will be enabled by default for newly created affiliates.
Step 4: Set Up Affiliate Tracking Templates and Save
Add custom macros and their corresponding values in the Affiliate Tracking Template section.
Use the Sync to All Affiliates button to apply the tracking template across all affiliates.
Click Add to include additional macros.
Once all settings are configured, click the Save button to apply your changes.
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