# Imports affiliate items.
Source: https://docs.affelios.com/api-reference/affiliate/imports-affiliate-items

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/affiliate/import



# Creates a new customer item.
Source: https://docs.affelios.com/api-reference/customer/creates-a-new-customer-item

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/customer



# Creates many new customers from external customer records.
Source: https://docs.affelios.com/api-reference/customer/creates-many-new-customers-from-external-customer-records

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/customer/bulk



# Imports customer items.
Source: https://docs.affelios.com/api-reference/customer/imports-customer-items

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/customer/import



# Retrieves a customer item.
Source: https://docs.affelios.com/api-reference/customer/retrieves-a-customer-item

https://platform.affelios.com/swagger/v1/swagger.json get /api/v1/customer/{id}



# Updates a customer item.
Source: https://docs.affelios.com/api-reference/customer/updates-a-customer-item

https://platform.affelios.com/swagger/v1/swagger.json put /api/v1/customer/{id}



# Lists testimonial items.
Source: https://docs.affelios.com/api-reference/testimonial/lists-testimonial-items

https://platform.affelios.com/swagger/v1/swagger.json get /api/v1/testimonial/list/{operatorId}



# Asynchronously enqueues a request to create a batch of new transaction items.
Source: https://docs.affelios.com/api-reference/transaction/asynchronously-enqueues-a-request-to-create-a-batch-of-new-transaction-items

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/transaction/bulk



# Asynchronously enqueues a request to create a new transaction item.
Source: https://docs.affelios.com/api-reference/transaction/asynchronously-enqueues-a-request-to-create-a-new-transaction-item

https://platform.affelios.com/swagger/v1/swagger.json post /api/v1/transaction



# Retrieves a transaction item.
Source: https://docs.affelios.com/api-reference/transaction/retrieves-a-transaction-item

https://platform.affelios.com/swagger/v1/swagger.json get /api/v1/transaction/{id}



# API Key Management
Source: https://docs.affelios.com/developers/api-key

Complete guide to creating, managing, and using API keys for programmatic access to the Affelios platform

<Info>
  API Keys enable comprehensive programmatic access to the Affelios platform, allowing you to retrieve data, manage integrations, synchronize information, and interact with all platform features without manual dashboard access. This guide will show you how to create API keys and help you understand how API keys are scoped so that you know how to best manage API access for your programs and integrations.
</Info>

## Prerequisites

Before creating API keys, ensure you have the necessary permissions:

<Card title="Required Permissions" icon="shield-check">
  * **API Keys Permission**: Minimum requirement for creating and managing API keys
  * **User Access**: Affiliates need to request this permission from their program manager
  * **Operator Access**: Operators can grant API key permissions to users
</Card>

<Warning>
  **Security Notice**: Program managers should avoid creating API keys for users. Instead, grant them access to create their own API keys. This ensures that API keys are automatically limited to the data the user already has permission to access. If a user has admin access, they'll be allowed to view all data within a program through their API keys, but if they're an affiliate, they'll only see their own data regardless of API key permissions.
</Warning>

## Creating API Keys

### Step-by-Step Creation Process

<Steps>
  <Step title="Access API Key Settings">
    Navigate to your **Settings** and select **"API Keys"** from the menu.
  </Step>

  <Step title="Create New API Key">
    Click the **"Create API Key"** button to start the creation process.
  </Step>

  <Step title="Configure Permissions">
    Assign different permissions to your API key depending on your use case. You can only assign permissions within the scope of permissions your user possesses on the related program.
  </Step>

  <Step title="Copy and Store Key">
    Once created, copy and securely store your API key. You will not be able to retrieve this key again at a later time.
  </Step>
</Steps>

### Permission Configuration

<Card title="Permission Best Practices" icon="gear">
  When configuring API key permissions, follow these guidelines:

  * Avoid assigning all read/write permissions
  * Keep API key permissions limited to their required purpose
  * Only assign permissions that match your user's access level
  * Regularly review and update permissions as needed
</Card>

<AccordionGroup>
  <Accordion title="Available Permissions">
    API keys can be configured with various permission levels:

    * **Read Access**: View data and reports
    * **Write Access**: Create and modify data
    * **Admin Access**: Full program management capabilities
    * **Affiliate Access**: Limited to own affiliate data
    * **Operator Access**: Full program access (if user has operator role)
  </Accordion>

  <Accordion title="Permission Scoping">
    **User Permission Constraints:**
    API keys are **always limited by the user's existing permissions**. You can only assign API key permissions that match or are within the scope of permissions your user account already possesses on the related program.

    **Data Access Levels:**

    * **Affiliate Level**: Access only to own affiliate data (affiliates can only see their own data)
    * **Program Level**: Access to all data within a program (operators can see all program data)

    **Functional Permissions:**

    * **API Keys**: Create and manage API keys (requires API Keys permission)
    * **Reports**: Generate and export reports (requires Reports permission)
    * **Affiliates**: Manage affiliate accounts (requires Affiliate Management permission)
    * **Commissions**: View and manage commission data (requires Commission access)

    <Warning>
      **Important**: If you are an affiliate, you will only be able to view or modify your own data through API keys, even if you have API key permissions. Program managers should grant users the ability to create their own API keys rather than creating keys for them.
    </Warning>
  </Accordion>
</AccordionGroup>

## API Key Structure

<Card title="Key Format" icon="key">
  API keys follow a specific format for identification and security:
</Card>

```
5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb
│
└── Unique identifier with random characters and UUID format
```

<Info>
  API keys are scoped to an individual user and can only access data that the user has permission to view. The data scope is **always limited by the user's existing permissions** - API keys cannot provide access to data beyond what the user account can already see through the dashboard. The key format includes both random characters and UUID components for enhanced security.
</Info>

## Using API Keys

### Authentication Method

<Card title="Authentication in Requests" icon="lock">
  To use your API key in requests, include it in the `X-Api-Key` header of all API calls. For detailed examples and implementation guidance, see our <Link href="/developers/authentication">Authentication documentation</Link>.
</Card>

### Platform Integration Capabilities

<Card title="API Key Use Cases" icon="plug">
  API keys enable comprehensive platform interactions beyond simple data retrieval:
</Card>

<AccordionGroup>
  <Accordion title="Data Management">
    **Retrieve and Sync Data:**

    * Fetch affiliate performance metrics
    * Download commission reports
    * Access conversion tracking data
    * Export program analytics
  </Accordion>

  <Accordion title="Integration Management">
    **Platform Integrations:**

    * Connect e-commerce platforms (Shopify, WooCommerce)
    * Sync product catalogs and inventory
    * Manage affiliate tracking links
    * Configure webhook endpoints
  </Accordion>

  <Accordion title="Program Administration">
    **Operational Tasks:**

    * Create and manage affiliate accounts
    * Configure commission plans
    * Process payouts and payments
    * Manage program settings and branding
  </Accordion>

  <Accordion title="Real-time Operations">
    **Live Platform Interaction:**

    * Track conversions in real-time
    * Update affiliate status and permissions
    * Process commission calculations
    * Send notifications and alerts
  </Accordion>
</AccordionGroup>

## Security Best Practices

<Card title="API Key Security" icon="shield-halved">
  Follow these security guidelines to protect your API keys and data:
</Card>

<AccordionGroup>
  <Accordion title="Key Storage">
    **Secure Storage:**

    * Store API keys in environment variables
    * Use secure credential management systems
    * Never hardcode keys in source code
    * Rotate keys regularly for enhanced security

    **Environment Variables Example:**

    ```bash theme={null}
    export AFFELIOS_API_KEY="5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb"
    ```
  </Accordion>

  <Accordion title="Access Control">
    **Permission Management:**

    * Grant minimum required permissions
    * Regularly audit API key usage
    * Revoke unused or compromised keys
    * Monitor API key activity logs

    **User Access:**

    * Affiliates: Limited to own data only
    * Operators: Full program access
  </Accordion>

  <Accordion title="Monitoring & Alerts">
    **Usage Monitoring:**

    * Track API key usage patterns
    * Set up alerts for unusual activity
    * Monitor failed authentication attempts
    * Review access logs regularly

    **Incident Response:**

    * Have a plan for compromised keys
    * Know how to quickly revoke access
    * Document key rotation procedures
  </Accordion>
</AccordionGroup>

## Managing API Keys

### Key Lifecycle Management

<Steps>
  <Step title="Create New Key">
    Generate a new API key when needed for new integrations or applications.
  </Step>

  <Step title="Configure Permissions">
    Set appropriate permissions based on the intended use case.
  </Step>

  <Step title="Test Integration">
    Verify the key works correctly with your application.
  </Step>

  <Step title="Monitor Usage">
    Regularly check API key usage and performance.
  </Step>

  <Step title="Rotate Keys">
    Periodically rotate keys for enhanced security.
  </Step>

  <Step title="Revoke Unused Keys">
    Remove keys that are no longer needed.
  </Step>
</Steps>

### Key Management Dashboard

<Card title="Dashboard Features" icon="gauge">
  The API Keys dashboard provides comprehensive management capabilities:
</Card>

<AccordionGroup>
  <Accordion title="Key Overview">
    **Key Information:**

    * Key name and description
    * Creation date and last used
    * Permission levels and scope
    * Usage statistics and limits
  </Accordion>

  <Accordion title="Usage Analytics">
    **Performance Metrics:**

    * API call frequency and patterns
    * Success and error rates
    * Response times and performance
    * Data access patterns
  </Accordion>

  <Accordion title="Security Controls">
    **Access Management:**

    * Enable/disable keys instantly
    * Modify permissions in real-time
    * View access logs and history
    * Set usage limits and alerts
  </Accordion>
</AccordionGroup>

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    Now that you understand API key management, you can start integrating with the Affelios API to access your data programmatically.
  </Info>

  **What's Next?**

  * 🔐 **Authentication setup:** <Link href="/developers/authentication">API Authentication</Link> - Learn about authentication methods and security
  * 📚 **API reference:** <Link href="/api-reference">API Reference</Link> - Explore available endpoints and data structures
  * 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect with e-commerce platforms
  * 🔗 **Tracking setup:** <Link href="/integrations/tracking/ppc-tracking-gtm">PPC Tracking with GTM</Link> - Set up conversion tracking
  * ⚡ **Best practices:** <Link href="/developers/best-practices">Best Practices</Link> - Guidelines for secure and efficient integrations
  * 🧪 **Testing:** <Link href="/developers/testing">Testing Guide</Link> - Tools and resources for testing your integrations
</Card>


# API Authentication
Source: https://docs.affelios.com/developers/authentication

Complete guide to authenticating with the Affelios Platform API and managing access credentials.

## Authentication Overview

The Affelios Platform API uses **API Key authentication** for all requests. This simple and secure method is ideal for server-to-server integrations and provides reliable access control.

### Authentication Method

* **API Key Authentication** (Primary)
  * Simple header-based authentication using `X-Api-Key`
  * Suitable for server-to-server integrations
  * Long-lived credentials with configurable expiration
  * Per-operator access control

## API Key Authentication

### Obtaining API Keys

API keys are generated through the Affelios dashboard:

1. **Via Dashboard**
   * Log into your Affelios account
   * Navigate to Settings > API Keys
   * Click "Generate New API Key"
   * Provide a descriptive name for your integration
   * Copy and securely store the generated key

### API Key Structure

```
5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb
│
└── Unique identifier with random characters and UUID format
```

### Using API Keys

All API requests must include your API key in the `X-Api-Key` header:

**Required Header:**

```http theme={null}
X-Api-Key: 5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb
```

<CodeGroup>
  ```javascript javascript theme={null}
  const response = await fetch('https://api.affelios.com/api/v1/customer', {
    method: 'POST',
    headers: {
      'X-Api-Key': '5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      externalId: 'customer_123',
      brandId: 'brand_456'
    })
  });
  ```

  ```python python theme={null}
  import requests

  headers = {
      'X-Api-Key': '5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb',
      'Content-Type': 'application/json'
  }

  response = requests.post(
      'https://api.affelios.com/api/v1/customer',
      headers=headers,
      json={
          'externalId': 'customer_123',
          'brandId': 'brand_456'
      }
  )
  ```

  ```php php theme={null}
  $ch = curl_init();
  curl_setopt($ch, CURLOPT_URL, 'https://api.affelios.com/api/v1/customer');
  curl_setopt($ch, CURLOPT_POST, true);
  curl_setopt($ch, CURLOPT_HTTPHEADER, [
      'X-Api-Key: 5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb',
      'Content-Type: application/json'
  ]);
  curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode([
      'externalId' => 'customer_123',
      'brandId' => 'brand_456'
  ]));
  curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);

  $response = curl_exec($ch);
  curl_close($ch);
  ```

  ```bash bash theme={null}
  curl -X POST https://api.affelios.com/api/v1/customer \
    -H "X-Api-Key: 5XPmdXTl8j93xI0j45b6a3fd-1062-4c11-b434-b8de3e4eafeb" \
    -H "Content-Type: application/json" \
    -d '{
      "externalId": "customer_123",
      "brandId": "brand_456"
    }'
  ```
</CodeGroup>

## Troubleshooting

### Common Issues

<AccordionGroup>
  <Accordion title="Authentication Errors">
    **401 Unauthorized:**

    * Verify API key is correct and active
    * Check that key has required permissions
    * Ensure key hasn't been revoked or expired

    **403 Forbidden:**

    * Confirm user has necessary permissions
    * Check if key scope matches request
    * Verify program access rights
  </Accordion>

  <Accordion title="Permission Issues">
    **Insufficient Permissions:**

    * Review key permission configuration
    * Request additional permissions if needed
    * Check user role and access level

    **Data Access Denied:**

    * Verify data belongs to user's scope
    * Check program-level permissions
    * Confirm affiliate vs operator access
  </Accordion>

  <Accordion title="Integration Problems">
    **Connection Issues:**

    * Verify API endpoint URL
    * Check network connectivity
    * Confirm SSL/TLS configuration
  </Accordion>
</AccordionGroup>

### Getting Help

<Card title="Support Resources" icon="life-ring">
  If you encounter issues with API authentication or usage:
</Card>

* 📚 **API Documentation:** <Link href="/api-reference">API Reference</Link> - Detailed endpoint information and examples
* 🔧 **Troubleshooting:** <Link href="/developers/error-handling">Error Handling</Link> - Common issues and solutions
* 🧪 **Testing:** <Link href="/developers/testing">Testing Guide</Link> - Tools and resources for testing your integrations
* ⚡ **Best practices:** <Link href="/developers/best-practices">Best Practices</Link> - Guidelines for secure and efficient integrations


# Best Practices
Source: https://docs.affelios.com/developers/best-practices

Affelios-specific best practices for optimal integration performance, focusing on instant customer creation and batched transaction processing

<Info>
  This guide provides Affelios-specific best practices for building high-performance integrations. These recommendations are optimized for industries like iGaming and Trading where real-time customer creation and efficient transaction processing are critical.
</Info>

## Instant Customer Creation

### Create Customers at Registration/Purchase

<Card title="Immediate Customer Creation" icon="user-plus">
  Create customers in Affelios immediately when users register or make their first purchase to ensure proper attribution and tracking.
</Card>

<AccordionGroup>
  <Accordion title="Why Instant Creation Matters">
    **Attribution Benefits:**

    * Ensures all user actions are properly attributed to affiliates
    * Prevents loss of conversion data during user journey
    * Enables real-time commission calculations
    * Provides immediate tracking link validation

    **User Experience:**

    * Seamless integration without user awareness
    * No delays in affiliate tracking
    * Immediate access to affiliate benefits
  </Accordion>
</AccordionGroup>

## Batched Transaction Processing

### Optimize for High-Volume Industries

<Card title="Batched Operations for High-Volume Industries" icon="chart-line">
  Use batched transaction processing for industries where customers make multiple transactions in short timeframes. For low-volume industries like e-commerce, instant transaction processing per customer is preferred.
</Card>

<AccordionGroup>
  <Accordion title="When to Use Batching">
    **High-Volume Industries (Use Batching):**

    * **iGaming**: Multiple bets, spins, or games per session
    * **Market Trading**: Multiple trades, deposits, withdrawals
    * **High-frequency applications**: Where customers make many transactions quickly

    **Low-Volume Industries (Use Instant Processing):**

    * **E-commerce**: Single purchases per customer
    * **Subscription services**: Monthly/annual billing
    * **Low-frequency applications**: Where customers make few transactions

    **Cost Benefits of Batching:**

    * Reduces API call overhead significantly
    * Cuts down on processing costs
    * Makes Affelios even more cost-effective
    * Better resource utilization

    **Performance Benefits:**

    * Improves processing efficiency
    * Reduces network overhead
    * Optimizes data transfer
  </Accordion>

  <Accordion title="Transaction Grouping Strategy">
    **Time Window Grouping:**

    Group all transactions for each customer within a specific time window that you choose. This approach balances cost efficiency with real-time processing needs.

    **Time Window Options:**

    * **1 Hour**: Near real-time processing, higher costs
    * **4 Hours**: Good balance of efficiency and responsiveness
    * **12 Hours**: Cost-optimized for most use cases
    * **24 Hours**: Maximum cost savings, delayed processing

    **Real-Time vs. Cost Trade-offs:**

    **Shorter Time Windows (1-4 hours):**

    * Closer to real-time processing
    * Higher API call frequency
    * Better for time-sensitive applications
    * Slightly higher processing costs

    **Longer Time Windows (12-24 hours):**

    * Maximum cost savings through batching
    * Lower API call frequency
    * Better for high-volume, less time-sensitive operations
    * Optimal for cost-conscious implementations

    **Choosing Your Time Window:**

    <Info>
      **Affelios Recommendation:** For industries or scenarios with high transaction volume (such as iGaming or trading), Affelios recommends using a 24-hour batching window to maximize cost efficiency and system performance.
    </Info>

    **Implementation Considerations:**

    * Monitor transaction volume per customer
    * Adjust time windows based on peak usage periods
    * Consider different windows for different transaction types
    * Implement fallback mechanisms for critical transactions
  </Accordion>
</AccordionGroup>

## Performance Optimization

### Time Window Grouping Strategy

<Card title="Optimal Transaction Grouping" icon="gauge">
  Group transactions that occurred within your chosen time window to maximize cost efficiency and system performance.
</Card>

<AccordionGroup>
  <Accordion title="Time Window Grouping Strategy">
    **Grouping Rules:**

    * Only group transactions that occurred within the same time window
    * Each customer's transactions are grouped separately
    * Transactions outside the window are processed in separate batches
    * Maintain chronological order within each batch

    **Time Window Boundaries:**

    * **1 Hour**: Group transactions from 00:00-00:59, 01:00-01:59, etc.
    * **4 Hours**: Group transactions from 00:00-03:59, 04:00-07:59, etc.
    * **12 Hours**: Group transactions from 00:00-11:59, 12:00-23:59
    * **24 Hours**: Group all transactions from 00:00-23:59 (daily batches)

    **Implementation Guidelines:**

    * Collect all transactions for each customer within the time window
    * Store transactions with timestamps for proper grouping
    * Process batches at the end of each time window
    * Handle edge cases where transactions span window boundaries
    * Process all transactions for a customer within the same time window together
    * Send as a single API call to Affelios
    * Maintain transaction order and integrity
    * Handle failed batches by retrying the entire group
  </Accordion>

  <Accordion title="Performance Benefits">
    **Cost Optimization:**

    * Minimal API calls
    * Maximum batching efficiency
    * Reduced processing overhead
    * Lower total costs

    **System Performance:**

    * Predictable processing patterns
    * Reduced API call frequency
    * Better resource utilization
    * Improved system stability
  </Accordion>
</AccordionGroup>

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    Now that you understand the best practices for integrating with the Affelios API, you can build more robust and maintainable applications.
  </Info>

  **What's Next?**

  * [API Testing](/developers/testing) - Learn about testing your API integrations
  * [Error Handling](/developers/error-handling) - Learn about error handling and troubleshooting
  * [API Authentication](/developers/authentication) - Learn about authentication methods
  * [API Reference](/api-reference) - Explore available endpoints
  * [Integration Examples](/integrations/api/examples) - See practical integration examples
</Card>


# Error Handling
Source: https://docs.affelios.com/developers/error-handling

Comprehensive guide to understanding, handling, and troubleshooting API errors in the Affelios platform

Learn how to properly handle errors when integrating with the Affelios API, including immediate API errors, asynchronous processing errors, and best practices for robust error handling.

## HTTP Status Codes

The Affelios API uses standard HTTP status codes to indicate the success or failure of requests:

<AccordionGroup>
  <Accordion title="2xx Success Codes">
    **200 OK**: Request successful, data returned

    **201 Created**: Resource successfully created

    **202 Accepted**: Request accepted for processing

    **204 No Content**: Request successful, no data returned
  </Accordion>

  <Accordion title="4xx Client Errors">
    **400 Bad Request**: Invalid request data or parameters

    **401 Unauthorized**: Authentication required or invalid

    **403 Forbidden**: Insufficient permissions for the request

    **404 Not Found**: Resource not found

    **409 Conflict**: Resource already exists or conflict occurred

    **422 Unprocessable Entity**: Valid request but business logic error
  </Accordion>

  <Accordion title="5xx Server Errors">
    **500 Internal Server Error**: Unexpected server error

    **502 Bad Gateway**: Upstream service unavailable

    **503 Service Unavailable**: Service temporarily unavailable

    **504 Gateway Timeout**: Request timeout
  </Accordion>
</AccordionGroup>

## Error Handling Best Practices

### Implement Proper Error Handling

<Card title="Error Handling Strategy" icon="shield-check">
  Follow these practices for robust error handling in your applications:
</Card>

<AccordionGroup>
  <Accordion title="Always Check Status Codes">
    **HTTP Status Validation**:

    ```javascript theme={null}
    const response = await fetch('/api/v1/customers', {
      headers: { 'X-Api-Key': apiKey }
    });

    if (!response.ok) {
      const error = await response.json();
      throw new Error(`API Error: ${error.error.message}`);
    }

    return await response.json();
    ```
  </Accordion>

  <Accordion title="Implement Retry Logic">
    **Exponential Backoff**:

    ```javascript theme={null}
    async function apiCallWithRetry(url, options, maxRetries = 3) {
      for (let i = 0; i < maxRetries; i++) {
        try {
          const response = await fetch(url, options);
          if (response.ok) return response;
          
          // Only retry on server errors (5xx)
          if (response.status >= 500) {
            const delay = Math.pow(2, i) * 1000; // Exponential backoff
            await new Promise(resolve => setTimeout(resolve, delay));
            continue;
          }
          
          throw new Error(`HTTP ${response.status}`);
        } catch (error) {
          if (i === maxRetries - 1) throw error;
          await new Promise(resolve => setTimeout(resolve, 1000 * (i + 1)));
        }
      }
    }
    ```
  </Accordion>

  <Accordion title="Log Errors Appropriately">
    **Structured Logging**:

    ```javascript theme={null}
    function logApiError(error, context) {
      console.error({
        timestamp: new Date().toISOString(),
        error: {
          code: error.code,
          message: error.message,
          requestId: error.requestId
        },
        context: {
          endpoint: context.endpoint,
          method: context.method,
          userId: context.userId
        }
      });
    }
    ```
  </Accordion>

  <Accordion title="Handle Different Error Types">
    **Error Type Handling**:

    ```javascript theme={null}
    function handleApiError(error) {
      switch (error.code) {
        case 'UNAUTHORIZED':
          // Redirect to login or refresh token
          redirectToLogin();
          break;
        case 'VALIDATION_ERROR':
          // Show user-friendly validation messages
          showValidationErrors(error.details);
          break;
        case 'NOT_FOUND':
          // Handle resource not found
          showNotFoundError(error.message);
          break;
        default:
          // Generic error handling
          showGenericError(error.message);
      }
    }
    ```
  </Accordion>
</AccordionGroup>

## Asynchronous Error Handling

Some operations in the Affelios platform are processed asynchronously, which means they may succeed initially but fail during background processing. This is particularly common with transaction processing.

### How Asynchronous Processing Works

<Card title="Queued Operations" icon="clock">
  Certain operations like transaction creation are queued for background processing to ensure optimal performance and reliability.
</Card>

**Process Flow:**

1. **API Request**: You submit a transaction via API
2. **Immediate Response**: API returns `201 Created`
3. **Background Processing**: Transaction is queued for processing
4. **Processing**: Affelios processes the transaction asynchronously
5. **Result**: Transaction either succeeds or fails during processing

### Monitoring Asynchronous Errors

<Warning>
  **Important**: Even though your API request succeeded (returned 2xx status), the actual operation may fail during background processing. These errors are not returned in the API response.
</Warning>

**Where to Find Processing Errors:**

* Navigate to **Transactions > Transaction Errors and Failures** in the Affelios dashboard
* This section shows all transactions that failed during background processing
* Each error includes details about why the transaction failed

<AccordionGroup>
  <Accordion title="Common Asynchronous Error Scenarios">
    **Transaction Processing Failures:**

    * Invalid customer data discovered during processing
    * Commission calculation errors
    * External system integration failures
    * Data validation issues not caught during initial API validation
    * **Date formatting errors**: Unformatted dates that don't follow ISO 8601 standard

    **Why These Aren't Immediate API Errors:**

    * Initial validation only checks basic data structure
    * Complex business logic validation happens during processing
    * External dependencies may not be available during API call
    * Some validation requires cross-referencing with other data
    * Date format validation requires parsing and business logic checks
  </Accordion>

  <Accordion title="Monitoring Best Practices">
    **Regular Monitoring:**

    * Check the Transaction Errors dashboard regularly
    * Set up alerts for high error rates
    * Monitor error patterns to identify systematic issues
    * Review error details to understand root causes

    **Error Resolution:**

    * Fix data issues and resubmit failed transactions
    * Update integration logic based on error patterns
    * Contact support for persistent issues
    * Implement better validation before API submission
  </Accordion>
</AccordionGroup>

### Monitor and Debug

<Card title="Debugging Tools" icon="bug">
  Use these tools and techniques to debug API issues:
</Card>

<AccordionGroup>
  <Accordion title="Logging Best Practices">
    **Comprehensive Logging**:

    * Log all API requests and responses
    * Log timing information for performance analysis
    * Use structured logging for better searchability
  </Accordion>

  <Accordion title="Testing with API Tools">
    **Using Postman and Similar Tools**:

    * Test API requests directly without application code
    * Easily modify headers, body, and parameters
    * View raw request and response data
    * Test different authentication scenarios
    * Save and organize API requests for reuse

    <Info>
      **Quick Start**: You can import the Affelios OpenAPI specification directly into Postman. Use the [OpenAPI Specification](https://platform.affelios.com/swagger/v1/swagger.json) to automatically generate a complete collection with all available endpoints, request examples, and response schemas.
    </Info>

    **Benefits for Error Debugging**:

    * Isolate issues from application logic
    * Test with different data combinations
    * Verify authentication and permissions
    * Share exact request details with support
    * Test error scenarios systematically
  </Accordion>
</AccordionGroup>

## Troubleshooting Guide

### Common Issues and Solutions

<AccordionGroup>
  <Accordion title="Authentication Issues">
    **Problem**: Getting 401 Unauthorized errors

    **Solutions**:

    1. Verify API key is correctly formatted
    2. Check that key is active and not expired
    3. Ensure key has required permissions
    4. Confirm you're using the correct environment
    5. Check for typos in the API key
  </Accordion>

  <Accordion title="Permission Issues">
    **Problem**: Getting 403 Forbidden errors

    **Solutions**:

    1. Review API key permissions in dashboard
    2. Check user role and access level
    3. Verify resource ownership
    4. Confirm program access rights
    5. Request additional permissions if needed
  </Accordion>

  <Accordion title="Data Issues">
    **Problem**: Getting validation errors

    **Solutions**:

    1. Review API documentation for field requirements
    2. Validate data before sending requests
    3. Check data types and formats
    4. Ensure required fields are present
    5. Verify business rule compliance
  </Accordion>

  <Accordion title="Asynchronous Processing Issues">
    **Problem**: API requests succeed but operations fail in background processing

    **Solutions**:

    1. Check **Transactions > Transaction Errors and Failures** in dashboard
    2. Review error details to understand failure reasons
    3. Fix data issues and resubmit failed transactions
    4. Implement better pre-validation before API calls
    5. Monitor error patterns for systematic issues
    6. Contact support for persistent processing failures
  </Accordion>

  <Accordion title="Date Format Issues">
    **Problem**: Getting date formatting errors in asynchronous processing

    **Common Date Format Errors:**

    * Using MM/DD/YYYY or DD/MM/YYYY formats
    * Missing timezone information
    * Using 12-hour format without AM/PM
    * Including timezone names instead of offsets
    * Using Unix timestamps instead of ISO strings

    **Required Format (ISO 8601):**

    ```
    YYYY-MM-DDTHH:mm:ss.sssZ
    ```

    **Examples:**

    * `2024-01-15T10:30:00.000Z` (UTC timezone)
    * `2024-01-15T10:30:00.000+00:00` (with timezone offset)
    * `2024-01-15` (date only)

    **Solutions:**

    1. Always use UTC timezone (Z suffix) unless specifically required
    2. Include milliseconds for precise timestamps
    3. Validate date formats before sending API requests
    4. Use your programming language's ISO 8601 formatting functions
    5. Check **Transactions > Transaction Errors and Failures** for date-related failures
  </Accordion>
</AccordionGroup>

### Getting Help

<Card title="Support Resources" icon="life-ring">
  If you need additional help with error handling:
</Card>

* **Documentation**: Review the [API Reference](/api-reference) for detailed endpoint information
* **Support**: Contact support with request IDs for faster resolution
* **Community**: Join our developer community for tips and best practices
* **Status Page**: Check our [status page](https://status.affelios.com) for service issues

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    Now that you understand error handling, you can build more robust integrations with the Affelios API.
  </Info>

  **What's Next?**

  * [API Testing](/developers/testing) - Learn about testing your API integrations
  * [API Authentication](/developers/authentication) - Learn about authentication methods
  * [API Reference](/api-reference) - Explore available endpoints
  * [Integration Examples](/integrations/api/examples) - See practical integration examples
  * [Webhook Setup](/integrations/api/webhooks) - Set up real-time notifications
</Card>


# Developer Reference Overview
Source: https://docs.affelios.com/developers/overview

Overview of developer resources, APIs, webhooks, SDKs, and core concepts.

Welcome to the Affelios Developer Reference. This section provides comprehensive technical documentation for integrating with the Affelios affiliate marketing platform.

## Prerequisites

Before diving into the technical documentation, make sure you understand these core concepts:

<CardGroup>
  <Card title="Attribution" icon="user-plus" href="/knowledge-base/operators/attribution">
    Learn how Affelios tracks and attributes conversions to affiliates across different channels and touchpoints
  </Card>

  <Card title="Tracking Links" icon="link" href="/knowledge-base/affiliates/tracking-links">
    Learn about tracking link generation, management, and how they enable conversion attribution
  </Card>
</CardGroup>

## Quick Start

**Base URL:**

```
https://api.affelios.com/api/v1
```

Get up and running with our developer resources:

<CardGroup>
  <Card title="API Keys" icon="key" href="/developers/api-key">
    Learn how to obtain, use, and manage API keys for authenticating with the Affelios API
  </Card>

  <Card title="Authentication" icon="lock" href="/developers/authentication">
    Learn how to authenticate with the API using API keys and manage your credentials
  </Card>
</CardGroup>

## Integration Methods

The Affelios platform offers multiple integration approaches to suit different technical requirements:

<CardGroup>
  <Card title="REST API" icon="globe" href="/api-reference">
    RESTful API for programmatic access with real-time data synchronization
  </Card>

  <Card title="SDKs" icon="code-simple" href="/developers/sdks">
    Pre-built libraries for simplified development and consistent patterns
  </Card>
</CardGroup>

## Developer Resources

<CardGroup>
  <Card title="Error Handling" icon="triangle-exclamation" href="/developers/error-handling">
    Learn about API error responses, status codes, and best practices for handling errors
  </Card>

  <Card title="Testing" icon="flask" href="/developers/testing">
    Tools and resources for testing your code, including sandbox environments and sample data
  </Card>

  <Card title="Best Practices" icon="star" href="/developers/best-practices">
    Guidelines for secure, efficient, and maintainable API integrations
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/developers/troubleshooting">
    Common issues, debugging techniques, and solutions for integration problems
  </Card>
</CardGroup>


# SDKs
Source: https://docs.affelios.com/developers/sdks

Pre-built libraries and SDKs for easy integration with the Affelios platform across different programming languages

<Info>
  Affelios provides official SDKs for popular programming languages to simplify integration and reduce development time. These SDKs handle authentication, request formatting, and error handling automatically.
</Info>

## Available SDKs

<CardGroup>
  <Card title="JavaScript/Node.js SDK" icon="js" href="https://www.npmjs.com/package/@affelios/platform-connect">
    Official JavaScript SDK for Node.js and browser environments. Perfect for web applications and server-side integrations.
  </Card>
</CardGroup>

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    Choose your preferred SDK and start building with Affelios today.
  </Info>

  **What's Next?**

  * [API Authentication](/developers/authentication) - Learn about authentication methods
  * [Best Practices](/developers/best-practices) - Follow integration best practices
  * [API Reference](/api-reference) - Explore the full API documentation
  * [Integration Examples](/integrations/api/examples) - See practical integration examples
</Card>


# API Testing
Source: https://docs.affelios.com/developers/testing

Comprehensive guide to testing your Affelios API integrations, including error scenarios, validation, and best practices

## Testing Overview

<Card title="Why Test API Integrations?" icon="flask">
  Thorough testing helps ensure your integration works correctly, handles errors gracefully, and provides a reliable user experience.
</Card>

**Testing Benefits:**

* Catch integration issues before production
* Validate error handling and edge cases
* Ensure data integrity and security
* Improve application reliability
* Reduce support requests and debugging time

### Authentication Setup

<Card title="Test API Keys" icon="key">
  Create dedicated API keys for testing to avoid affecting production data.
</Card>

**Best Practices:**

* Use separate API keys for testing and production
* Create test keys with minimal required permissions
* Document your test key configurations
* Rotate test keys regularly for security

## Error Scenario Testing

### Date Format Testing

<Card title="ISO 8601 Date Format" icon="calendar">
  All date and time values in the Affelios API must follow the ISO 8601 standard format.
</Card>

**Required Format:**

```
YYYY-MM-DDTHH:mm:ss.sssZ
```

**Test Cases:**

* Valid ISO 8601 formats
* Invalid date formats (MM/DD/YYYY, DD/MM/YYYY)
* Missing timezone information
* 12-hour format without AM/PM
* Timezone names instead of offsets
* Unix timestamps instead of ISO strings

**Examples:**

* ✅ `2024-01-15T10:30:00.000Z` (UTC timezone)
* ✅ `2024-01-15T10:30:00.000+00:00` (with timezone offset)
* ✅ `2024-01-15` (date only)
* ❌ `01/15/2024` (US format)
* ❌ `15/01/2024` (European format)
* ❌ `2024-01-15 10:30:00` (missing T separator)

## Integration Testing

### End-to-End Testing

<Card title="Complete Workflow Testing" icon="list-check">
  Test complete user workflows to ensure all components work together correctly.
</Card>

**Test Scenarios:**

1. **Customer Creation Flow**
   * Create customer via API
   * Verify customer appears in dashboard
   * Test customer data retrieval
   * Validate error handling

2. **Transaction Processing Flow**
   * Submit transaction via API
   * Verify immediate response (201 Created)
   * Check transaction appears in dashboard
   * Monitor for asynchronous processing errors

3. **Commission Calculation Flow**
   * Create transaction with known commission rules
   * Verify commission calculation
   * Check commission appears in reports
   * Validate payout calculations

### Performance Testing

<Card title="Load and Performance" icon="gauge">
  Test your integration under various load conditions to ensure it performs well.
</Card>

**Test Scenarios:**

* **Single Request Testing**: Verify individual API calls work correctly
* **Batch Request Testing**: Test multiple requests in sequence
* **Concurrent Request Testing**: Test simultaneous API calls
* **Rate Limit Testing**: Verify behavior under high request volumes
* **Timeout Testing**: Test behavior with slow network conditions

## Testing Tools and Methods

### API Testing Tools

<AccordionGroup>
  <Accordion title="Postman and Similar Tools">
    **Benefits:**

    * Test API requests directly without application code
    * Easily modify headers, body, and parameters
    * View raw request and response data
    * Test different authentication scenarios
    * Save and organize API requests for reuse

    <Info>
      **Quick Start**: You can import the Affelios OpenAPI specification directly into Postman. Use the [OpenAPI Specification](https://platform.affelios.com/swagger/v1/swagger.json) to automatically generate a complete collection with all available endpoints, request examples, and response schemas.
    </Info>

    **Setup Example:**

    ```bash theme={null}
    Method: POST
    URL: https://api.affelios.com/api/v1/transactions
    Headers:
      X-Api-Key: your-api-key-here
      Content-Type: application/json
    Body (raw JSON):
    {
      "externalId": "test_transaction_123",
      "customerId": "customer_456",
      "amount": 100.00
    }
    ```
  </Accordion>

  <Accordion title="Automated Testing">
    **Unit Tests:**

    * Test individual API functions
    * Mock API responses for consistent testing
    * Validate error handling logic
    * Test data transformation functions

    **Integration Tests:**

    * Test complete API workflows
    * Use test environment for safe testing
    * Validate end-to-end functionality
    * Test error scenarios and recovery
  </Accordion>

  <Accordion title="Manual Testing">
    **Dashboard Verification:**

    * Check that API-created data appears correctly
    * Verify data formatting and display
    * Test different user permission levels
    * Validate report generation

    **Error Monitoring:**

    * Check **Transactions > Transaction Errors and Failures**
    * Monitor for asynchronous processing errors
    * Verify error messages are helpful
    * Test error recovery procedures
  </Accordion>
</AccordionGroup>

## Monitoring and Validation

### Real-time Monitoring

<Card title="Live Monitoring" icon="chart-line">
  Monitor your integration in real-time to catch issues early.
</Card>

**Monitoring Points:**

* API response times and success rates
* Error frequency and types
* Data synchronization accuracy
* User experience metrics
* System performance indicators

### Validation Checklist

<Card title="Pre-Production Checklist" icon="list-check">
  Use this checklist to ensure your integration is ready for production.
</Card>

**Integration Validation:**

* [ ] All API endpoints tested successfully
* [ ] Error handling tested for all scenarios
* [ ] Authentication and permissions verified
* [ ] Data validation working correctly
* [ ] Performance meets requirements
* [ ] Monitoring and logging implemented
* [ ] Documentation updated
* [ ] Support team trained on integration

**Error Handling Validation:**

* [ ] 401 Unauthorized errors handled
* [ ] 403 Forbidden errors handled
* [ ] 404 Not Found errors handled
* [ ] 400 Validation errors handled
* [ ] Network timeout errors handled
* [ ] Asynchronous processing errors monitored
* [ ] User-friendly error messages displayed
* [ ] Error logging and reporting working

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    Now that you understand API testing, you can build more reliable integrations with the Affelios API.
  </Info>

  **What's Next?**

  * [Error Handling](/developers/error-handling) - Learn about error handling and troubleshooting
  * [API Authentication](/developers/authentication) - Learn about authentication methods
  * [API Reference](/api-reference) - Explore available endpoints
  * [Integration Examples](/integrations/api/examples) - See practical integration examples
</Card>


# REST API Integration Guide
Source: https://docs.affelios.com/integrations/api/bespoke

Complete guide to integrating with Affelios using the REST API, including authentication, endpoints, and best practices.

## Before You Start

### Understanding the Affelios API

Before integrating with the Affelios API, it's important to understand how to interact with our platform programmatically.

<Card title="Developer Resources" icon="code">
  Visit the [Developers tab](/developers/overview) in the documentation to access comprehensive resources for API integration, including:

  * API authentication methods
  * Available endpoints and data structures
  * Request/response examples
  * SDKs and code samples
  * Testing tools and playground
</Card>

<Card title="API Reference" icon="book">
  For complete endpoint documentation, visit the [API Reference](/api-reference) section where you can find all available endpoints, request/response schemas, and interactive examples for every API operation.
</Card>

<Info>
  The [Developers tab](/developers/overview) provides everything you need to understand how to authenticate, make requests, and handle responses when integrating with the Affelios API. The [API Reference](/api-reference) contains detailed documentation for all available endpoints.
</Info>

## Setting Up Custom Integration

### Step 1: Configure Brand Integration Settings

<Steps>
  <Step title="Access Brand Settings">
    Navigate to the **"Brands"** page in your Affelios dashboard and click the three dots next to your brand, then select **"Integration Settings"**.
  </Step>

  <Step title="Select Custom Integration">
    Choose **"Custom"** from the available integration methods for REST API integration.
  </Step>

  <Step title="Configure API Settings">
    Set up your API configuration as needed.
  </Step>
</Steps>

<Info>
  The "Custom" integration option enables you to use the full REST API capabilities for programmatic access to all platform features.
</Info>

### Step 2: Capture Click Keys from Tracking Links

Once your custom integration is set up, you'll need to capture click keys from affiliate tracking links to properly attribute conversions.

<Card title="Understanding Click Keys" icon="link">
  Click keys are unique identifiers that link conversions back to specific affiliates. When a user clicks an affiliate's tracking link, a click key is generated and should be captured for proper attribution.
</Card>

<Steps>
  <Step title="Understand Click Key Generation">
    Learn how click keys are generated in our [Attribution documentation](/knowledge-base/operators/attribution) to understand the technical details of the attribution process.
  </Step>

  <Step title="Learn About Tracking Links">
    Review our [Tracking Links guide](/knowledge-base/affiliates/tracking-links) to understand how affiliate tracking links work and how click keys are passed through the system.
  </Step>

  <Step title="Implement Click Key Capture">
    Modify your application to capture the click key parameter from affiliate tracking links and store it for use in conversion tracking.
  </Step>
</Steps>

<Warning>
  **Important**: Without proper click key capture and attribution, conversions cannot be properly credited to affiliates. Ensure your integration captures click keys from all affiliate tracking links.
</Warning>

#### Click Key Capture Example

Here's a practical example of how to capture click keys from affiliate tracking links:

<CodeGroup>
  ```javascript JavaScript Example theme={null}
  // Capture click key from URL parameters
  function captureClickKey() {
    const urlParams = new URLSearchParams(window.location.search);
    
    // Check for common click key parameter names
    const clickKey = urlParams.get('btag') || 
                     urlParams.get('clickId') || 
                     urlParams.get('clickkey') ||
                     urlParams.get('affiliate_id');
    
    if (clickKey) {
      // Store in cookie for 30 days (matching Affelios attribution window)
      document.cookie = `affiliate_click_key=${clickKey}; max-age=${30 * 24 * 60 * 60}; path=/`;
      console.log('Click key captured:', clickKey);
    }
  }

  // Call on page load
  document.addEventListener('DOMContentLoaded', captureClickKey);

  // Function to retrieve stored click key
  function getStoredClickKey() {
    const cookies = document.cookie.split(';');
    for (let cookie of cookies) {
      const [name, value] = cookie.trim().split('=');
      if (name === 'affiliate_click_key') {
        return value;
      }
    }
    return null;
  }

  // Use during registration/purchase
  async function submitRegistration(userData) {
    const clickKey = getStoredClickKey();
    
    const registrationData = {
      ...userData,
      affiliateClickKey: clickKey // Include with user data
    };
    
    // Submit to your backend
    const response = await fetch('/api/register', {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify(registrationData)
    });
    
    return response.json();
  }
  ```

  ```php PHP Example theme={null}
  // Capture click key from URL parameters
  function captureClickKey() {
      $clickKey = $_GET['btag'] ?? 
                  $_GET['clickId'] ?? 
                  $_GET['clickkey'] ?? 
                  $_GET['affiliate_id'] ?? 
                  null;
      
      if ($clickKey) {
          // Store in session for 30 days
          $_SESSION['affiliate_click_key'] = $clickKey;
          setcookie('affiliate_click_key', $clickKey, time() + (30 * 24 * 60 * 60), '/');
      }
  }

  // Call on page load
  captureClickKey();

  // Function to retrieve stored click key
  function getStoredClickKey() {
      return $_SESSION['affiliate_click_key'] ?? 
             $_COOKIE['affiliate_click_key'] ?? 
             null;
  }

  // Use during registration/purchase
  function submitRegistration($userData) {
      $clickKey = getStoredClickKey();
      
      $registrationData = array_merge($userData, [
          'affiliate_click_key' => $clickKey
      ]);
      
      // Store in database alongside user/transaction data
      $sql = "INSERT INTO users (name, email, affiliate_click_key) VALUES (?, ?, ?)";
      // Execute database query...
  }
  ```

  ```python Python Example theme={null}
  from flask import Flask, request, session, make_response
  import urllib.parse

  app = Flask(__name__)

  # Capture click key from URL parameters
  def capture_click_key():
      click_key = (request.args.get('btag') or 
                   request.args.get('clickId') or 
                   request.args.get('clickkey') or 
                   request.args.get('affiliate_id'))
      
      if click_key:
          # Store in session and cookie
          session['affiliate_click_key'] = click_key
          response = make_response('Click key captured')
          response.set_cookie('affiliate_click_key', click_key, max_age=30*24*60*60)
          return response
      
      return 'No click key found'

  # Function to retrieve stored click key
  def get_stored_click_key():
      return (session.get('affiliate_click_key') or 
              request.cookies.get('affiliate_click_key'))

  # Use during registration/purchase
  @app.route('/register', methods=['POST'])
  def submit_registration():
      user_data = request.json
      click_key = get_stored_click_key()
      
      registration_data = {
          **user_data,
          'affiliate_click_key': click_key
      }
      
      # Store in database alongside user/transaction data
      # database.insert_user(registration_data)
      
      return {'status': 'success', 'click_key': click_key}
  ```
</CodeGroup>

<Info>
  **Storage Recommendations:**

  * Store click keys in both cookies and server-side sessions for reliability
  * Use a 30-day expiration to match Affelios' attribution window
  * Always include the click key when submitting user registrations or purchases
  * Store click keys in your database alongside user and transaction records
</Info>

### Step 3: Send Customer Records to Affelios

When a new customer registers in your system, you need to send their information to Affelios using the [Customer API endpoint](https://docs.affelios.com/api-reference/customer/creates-a-new-customer-item).

<Card title="Customer API Endpoint" icon="user-plus">
  **POST** `/api/v1/customer` - Creates a new customer item in Affelios with tracking information for proper attribution.
</Card>

#### Required Fields

Based on the [API reference](https://docs.affelios.com/api-reference/customer/creates-a-new-customer-item), the following fields are required:

* `externalId` - Your internal customer ID
* `brandId` - The Affelios brand ID for your program
* `clickKey` - The click key captured from the affiliate tracking link

#### Customer Creation Example

Here's how to send customer data to Affelios when they register:

<CodeGroup>
  ```javascript JavaScript Example theme={null}
  // Send customer to Affelios when they register
  async function createAffeliosCustomer(customerData, clickKey) {
    const affeliosCustomer = {
      externalId: customerData.id, // Your internal customer ID
      brandId: process.env.AFFELIOS_BRAND_ID, // Your Affelios brand ID
      clickKey: clickKey, // Captured from tracking link
      username: customerData.username,
      registrationDate: new Date().toISOString(),
      country_code: customerData.countryCode
    };

    try {
      const response = await fetch('https://platform.affelios.com/api/v1/customer', {
        method: 'POST',
        headers: {
          'X-Api-Key': process.env.AFFELIOS_API_KEY,
          'Content-Type': 'application/json'
        },
        body: JSON.stringify(affeliosCustomer)
      });

      if (!response.ok) {
        throw new Error(`Affelios API error: ${response.status} ${response.statusText}`);
      }

      const result = await response.json();
      console.log('Customer created in Affelios:', result.id);
      return result;
    } catch (error) {
      console.error('Failed to create customer in Affelios:', error);
      throw error;
    }
  }

  // Integration with your registration process
  async function handleUserRegistration(userData) {
    // 1. Create user in your system
    const newUser = await createUserInYourSystem(userData);
    
    // 2. Get stored click key
    const clickKey = getStoredClickKey();
    
    // 3. Send to Affelios if click key exists
    if (clickKey) {
      try {
        await createAffeliosCustomer(newUser, clickKey);
      } catch (error) {
        // Log error but don't fail registration
        console.error('Affelios integration failed:', error);
      }
    }
    
    return newUser;
  }
  ```

  ```php PHP Example theme={null}
  // Send customer to Affelios when they register
  function createAffeliosCustomer($customerData, $clickKey) {
      $affeliosCustomer = [
          'externalId' => $customerData['id'], // Your internal customer ID
          'brandId' => $_ENV['AFFELIOS_BRAND_ID'], // Your Affelios brand ID
          'clickKey' => $clickKey, // Captured from tracking link
          'username' => $customerData['username'],
          'registrationDate' => date('c'), // ISO 8601 format
          'country_code' => $customerData['countryCode']
      ];

      $ch = curl_init();
      curl_setopt($ch, CURLOPT_URL, 'https://platform.affelios.com/api/v1/customer');
      curl_setopt($ch, CURLOPT_POST, true);
      curl_setopt($ch, CURLOPT_HTTPHEADER, [
          'X-Api-Key: ' . $_ENV['AFFELIOS_API_KEY'],
          'Content-Type: application/json'
      ]);
      curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($affeliosCustomer));
      curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);

      $response = curl_exec($ch);
      $httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
      curl_close($ch);

      if ($httpCode !== 200) {
          throw new Exception('Affelios API error: HTTP ' . $httpCode);
      }

      $result = json_decode($response, true);
      error_log('Customer created in Affelios: ' . $result['id']);
      return $result;
  }

  // Integration with your registration process
  function handleUserRegistration($userData) {
      // 1. Create user in your system
      $newUser = createUserInYourSystem($userData);
      
      // 2. Get stored click key
      $clickKey = getStoredClickKey();
      
      // 3. Send to Affelios if click key exists
      if ($clickKey) {
          try {
              createAffeliosCustomer($newUser, $clickKey);
          } catch (Exception $e) {
              // Log error but don't fail registration
              error_log('Affelios integration failed: ' . $e->getMessage());
          }
      }
      
      return $newUser;
  }
  ```

  ```python Python Example theme={null}
  import requests
  import os
  from datetime import datetime

  # Send customer to Affelios when they register
  def create_affelios_customer(customer_data, click_key):
      affelios_customer = {
          'externalId': customer_data['id'],  # Your internal customer ID
          'brandId': os.getenv('AFFELIOS_BRAND_ID'),  # Your Affelios brand ID
          'clickKey': click_key,  # Captured from tracking link
          'username': customer_data.get('username'),
          'registrationDate': datetime.now().isoformat(),
          'country_code': customer_data.get('countryCode')
      }

      try:
          response = requests.post(
              'https://platform.affelios.com/api/v1/customer',
              headers={
                  'X-Api-Key': os.getenv('AFFELIOS_API_KEY'),
                  'Content-Type': 'application/json'
              },
              json=affelios_customer
          )
          
          response.raise_for_status()
          result = response.json()
          print(f'Customer created in Affelios: {result["id"]}')
          return result
          
      except requests.RequestException as e:
          print(f'Failed to create customer in Affelios: {e}')
          raise

  # Integration with your registration process
  def handle_user_registration(user_data):
      # 1. Create user in your system
      new_user = create_user_in_your_system(user_data)
      
      # 2. Get stored click key
      click_key = get_stored_click_key()
      
      # 3. Send to Affelios if click key exists
      if click_key:
          try:
              create_affelios_customer(new_user, click_key)
          except Exception as e:
              # Log error but don't fail registration
              print(f'Affelios integration failed: {e}')
      
      return new_user
  ```
</CodeGroup>

<Warning>
  **GDPR Compliance**: Avoid sending any personally identifiable information (PII) to Affelios to comply with GDPR regulations. Only send anonymized data such as:

  * `externalId` (your internal customer ID)
  * `clickKey` (for attribution)
  * `country_code` (if necessary for compliance)
  * `registrationDate` (if necessary for tracking)

  Do NOT send: names, email addresses, phone numbers, IP addresses, or any other personal data.
</Warning>

<Info>
  **Important Notes:**

  * Always include the `clickKey` when creating customers to ensure proper attribution
  * The `externalId` should be your internal customer ID for reference
  * The `brandId` is your specific Affelios brand/program ID
  * Registration should not fail if Affelios API is unavailable - log errors but continue
  * Store the Affelios customer ID returned in the response for future reference
  * Ensure GDPR compliance by only sending anonymized data
</Info>

### Step 4: Plan Transaction Aggregation Strategy

For high-volume systems, consider how frequently you want to send transactions to Affelios, as each transaction incurs a cost.

<Card title="Transaction Cost Consideration" icon="dollar-sign">
  Affelios charges per transaction, so real-time transaction processing can become costly for high-volume systems. Consider aggregating transactions to optimize costs.

  Learn more about [how Affelios charges work](/knowledge-base/getting-started/understanding-billing) and see detailed pricing information at [Affelios Pricing](https://affelios.com/pricing).

  <Warning>
    **Volume Assessment**: Before choosing your strategy, assess your transaction volume:

    * \< 10,000 transactions/month: Consider real-time processing
    * \> 10,000 transactions/month: Consider daily batching
  </Warning>
</Card>

#### Aggregation Strategies

<AccordionGroup>
  <Accordion title="Real-time Processing">
    **Best for**: Low to medium volume systems

    * Send each transaction immediately to Affelios
    * Provides real-time attribution and reporting
    * Higher cost but maximum accuracy
    * Suitable for systems with \< 10,000 transactions/month
  </Accordion>

  <Accordion title="Batch Processing">
    **Best for**: High volume systems

    * Aggregate transactions by customer over a time window (e.g., daily, hourly)
    * Send aggregated data at predetermined intervals
    * Significantly reduces API costs
    * Recommended for systems with > 10,000 transactions/month
  </Accordion>

  <Accordion title="Hybrid Approach">
    **Best for**: Mixed volume systems

    * Real-time for high-value transactions
    * Batch processing for low-value/frequent transactions
    * Balance between cost and accuracy
    * Customize based on transaction value thresholds
  </Accordion>
</AccordionGroup>

#### Implementation Examples

<CodeGroup>
  ```javascript JavaScript Example theme={null}
  // Real-time transaction processing
  async function processTransactionRealtime(transactionData, customerId) {
    const affeliosTransaction = {
      externalId: transactionData.id,
      externalCustomerId: customerId,
      externalBrandId: process.env.AFFELIOS_BRAND_ID,
      type: 'deposit', // or 'revenue', 'withdrawal', etc.
      grossRevenue: transactionData.amount,
      transactionDate: new Date().toISOString()
    };

    return await sendToAffelios('/api/v1/transaction', affeliosTransaction);
  }

  // Batch transaction processing
  async function processTransactionsBatch(transactions) {
    // Group transactions by customer
    const groupedTransactions = groupBy(transactions, 'customerId');
    
    for (const [customerId, customerTransactions] of Object.entries(groupedTransactions)) {
      // Aggregate transaction data
      const aggregatedData = {
        externalCustomerId: customerId,
        externalBrandId: process.env.AFFELIOS_BRAND_ID,
        grossRevenue: customerTransactions.reduce((sum, t) => sum + t.amount, 0),
        transactionCount: customerTransactions.length,
        transactionDate: new Date().toISOString()
      };

               await sendToAffelios('/api/v1/transaction/bulk', aggregatedData);
    }
  }

  // Scheduled batch processing (run every hour)
  setInterval(async () => {
    const pendingTransactions = await getPendingTransactions();
    if (pendingTransactions.length > 0) {
      await processTransactionsBatch(pendingTransactions);
      await markTransactionsAsProcessed(pendingTransactions);
    }
  }, 60 * 60 * 1000); // Every hour
  ```

  ```php PHP Example theme={null}
  // Real-time transaction processing
  function processTransactionRealtime($transactionData, $customerId) {
      $affeliosTransaction = [
          'externalId' => $transactionData['id'],
          'externalCustomerId' => $customerId,
          'externalBrandId' => $_ENV['AFFELIOS_BRAND_ID'],
          'type' => 'deposit',
          'grossRevenue' => $transactionData['amount'],
          'transactionDate' => date('c')
      ];

      return sendToAffelios('/api/v1/transaction', $affeliosTransaction);
  }

  // Batch transaction processing
  function processTransactionsBatch($transactions) {
      // Group transactions by customer
      $groupedTransactions = [];
      foreach ($transactions as $transaction) {
          $customerId = $transaction['customerId'];
          if (!isset($groupedTransactions[$customerId])) {
              $groupedTransactions[$customerId] = [];
          }
          $groupedTransactions[$customerId][] = $transaction;
      }

      foreach ($groupedTransactions as $customerId => $customerTransactions) {
          // Aggregate transaction data
          $aggregatedData = [
              'externalCustomerId' => $customerId,
              'externalBrandId' => $_ENV['AFFELIOS_BRAND_ID'],
              'grossRevenue' => array_sum(array_column($customerTransactions, 'amount')),
              'transactionCount' => count($customerTransactions),
              'transactionDate' => date('c')
          ];

               sendToAffelios('/api/v1/transaction/bulk', $aggregatedData);
      }
  }

  // Cron job for batch processing (run every hour)
  // Add to crontab: 0 * * * * php /path/to/process_transactions.php
  ```
</CodeGroup>

<Info>
  **Best Practices**: For detailed guidance on transaction processing strategies, cost optimization, and implementation patterns, see our [Developer Best Practices](/developers/best-practices) documentation.
</Info>

### Step 5: Test Your Integration

Before going live, thoroughly test your integration to ensure everything works correctly.

<Steps>
  <Step title="Test Click Key Capture">
    Verify that click keys are being captured correctly from affiliate tracking links
  </Step>

  <Step title="Test Customer Creation">
    Ensure customer records are being sent to Affelios with proper attribution
  </Step>

  <Step title="Test Transaction Processing">
    Verify that transactions are being processed according to your chosen strategy
  </Step>

  <Step title="Test Error Handling">
    Confirm that your integration handles API errors gracefully
  </Step>
</Steps>

<Card title="Testing Tools" icon="flask">
  Use the [API Reference](/api-reference) interactive playground to test endpoints, or import our [OpenAPI specification](https://platform.affelios.com/swagger/v1/swagger.json) into Postman for comprehensive testing.
</Card>

### Step 6: Monitor and Maintain

Once your integration is live, ongoing monitoring and maintenance are essential for success.

<AccordionGroup>
  <Accordion title="Performance Monitoring">
    **Track Integration Health:**

    * Monitor API response times and success rates
    * Set up alerts for failed requests or high error rates
    * Track transaction processing delays
    * Monitor click key capture rates
  </Accordion>

  <Accordion title="Data Quality">
    **Ensure Data Accuracy:**

    * Regularly verify customer attribution is working correctly
    * Check that transactions are being processed and attributed properly
    * Monitor for missing or duplicate data
    * Validate click key tracking across different traffic sources
  </Accordion>

  <Accordion title="Cost Optimization">
    **Optimize API Usage:**

    * Review transaction volume and adjust aggregation strategy if needed
    * Monitor API costs and usage patterns
    * Consider batching strategies for high-volume periods
    * Regular cost-benefit analysis of real-time vs. batch processing
  </Accordion>
</AccordionGroup>

## Troubleshooting

### Common Issues

<AccordionGroup>
  <Accordion title="Click Key Not Captured">
    **Problem**: Affiliate tracking links not generating click keys

    **Solutions**:

    * Verify affiliate tracking links are properly formatted
    * Check that your click key capture code is running on all pages
    * Ensure tracking parameters match your capture logic
    * Test with different affiliate tracking link formats
  </Accordion>

  <Accordion title="Customer Attribution Failing">
    **Problem**: Customers not being attributed to correct affiliates

    **Solutions**:

    * Verify click key is being passed to customer creation API
    * Check that click key hasn't expired (30-day window)
    * Ensure customer creation happens within attribution window
    * Validate click key format and encoding
  </Accordion>

  <Accordion title="Transaction Processing Issues">
    **Problem**: Transactions not being processed or attributed correctly

    **Solutions**:

    * Check transaction API endpoint and authentication
    * Verify customer ID mapping between systems
    * Ensure transaction data includes required fields
    * Review batch processing logic if using aggregation
  </Accordion>
</AccordionGroup>

### Getting Help

<Steps>
  <Step title="Check Documentation">
    Review the [API Reference](/api-reference) and [Developer Best Practices](/developers/best-practices) for detailed guidance
  </Step>

  <Step title="Review Logs">
    Check your application logs for specific error messages and request details
  </Step>

  <Step title="Test with API Tools">
    Use Postman or the API playground to test requests independently
  </Step>

  <Step title="Contact Support">
    Reach out to our support team with specific error details and request IDs
  </Step>
</Steps>

## Best Practices Summary

<Card title="Integration Checklist" icon="checklist">
  * ✅ Click key capture implemented and tested
  * ✅ Customer creation API integrated with proper attribution
  * ✅ Transaction processing strategy chosen and implemented
  * ✅ Error handling and retry logic in place
  * ✅ GDPR compliance ensured (no PII sent to Affelios)
  * ✅ Testing completed across all integration points
  * ✅ Monitoring and alerting configured
  * ✅ Documentation updated for your team
</Card>

***

## Next Steps

<Card title="Your Integration is Complete!" icon="circle-check">
  Congratulations! Your bespoke API integration with Affelios is now set up and ready to track affiliate performance and process commissions.
</Card>

### What Happens Next

<Steps>
  <Step title="Go Live">
    Deploy your integration to production and start tracking affiliate performance
  </Step>

  <Step title="Monitor Performance">
    Use the Affelios dashboard to monitor clicks, conversions, and commission payouts
  </Step>

  <Step title="Optimize Strategy">
    Review performance data and adjust your transaction processing strategy as needed
  </Step>

  <Step title="Scale Success">
    Expand your affiliate program based on performance insights and data
  </Step>
</Steps>

### Additional Resources

<CardGroup>
  <Card title="API Reference" icon="book" href="/api-reference">
    Complete API documentation with interactive examples
  </Card>

  <Card title="Developer Best Practices" icon="star" href="/developers/best-practices">
    Guidelines for secure, efficient, and maintainable integrations
  </Card>

  <Card title="Understanding Billing" icon="dollar-sign" href="/knowledge-base/getting-started/understanding-billing">
    Learn how Affelios charges work and optimize your costs
  </Card>

  <Card title="Support" icon="life-ring" href="mailto:support@affelios.com">
    Get help with your integration from our support team
  </Card>
</CardGroup>

<Info>
  Need additional help? Our support team is available to assist with any questions or issues you might have with your bespoke API integration. Contact us via email at [support@affelios.com](mailto:support@affelios.com).
</Info>


# Daily Data Import
Source: https://docs.affelios.com/integrations/no-code/data-import

Complete guide to integrating your Affelios affiliate program with various data sources using no-code integrations

<Info>
  This comprehensive guide covers all available data import integration options for your Affelios affiliate program. Choose the integration method that best fits your data infrastructure and requirements.
</Info>

## Overview

<Card title="No-Code Data Import Solutions" icon="star">
  Affelios offers multiple data import integration options to seamlessly connect your affiliate program with your existing data infrastructure. All integrations support automatic daily data synchronization and real-time commission processing.
</Card>

## Available Integration Options

<Card title="CSV" icon="file">
  Affelios will try to pull CSV data from a data source you provide.

  <Info>
    **When to use:** Your data is stored as CSV files on an FTP server and you don't require encrypted transfer. Best for simple setups with basic security requirements.
  </Info>

  [View CSV FTP Guide →](/integrations/no-code/data-import/csv/ftp)\
  [View CSV SFTP Guide →](/integrations/no-code/data-import/csv/sftp)\
  [View CSV HTTP Guide →](/integrations/no-code/data-import/csv/http)
</Card>

<Card title="XML" icon="file">
  Affelios will try to pullXML data from a data source you provide.

  <Info>
    **When to use:** Your data is stored as XML files on an FTP server and you don't require encrypted transfer. Best for structured data with basic security requirements.
  </Info>

  [View XML FTP Guide →](/integrations/no-code/data-import/xml/ftp)\
  [View XML SFTP Guide →](/integrations/no-code/data-import/xml/sftp)\
  [View XML HTTP Guide →](/integrations/no-code/data-import/xml/http)
</Card>

<Info>
  All data import integrations are designed to work seamlessly with your existing data infrastructure while providing powerful affiliate program management capabilities. Start with the integration method that best matches your current setup, and our support team is always available to help you succeed.
</Info>

## What's Next?

<Card title="Choose Your Integration Method" icon="arrow-right">
  * 📁 **CSV Integration:** <Link href="/integrations/no-code/data-import/csv/http">CSV HTTP Guide</Link> - Most common and flexible option
  * 📄 **XML Integration:** <Link href="/integrations/no-code/data-import/xml/http">XML HTTP Guide</Link> - For structured data requirements
  * 🔐 **Secure Transfer:** <Link href="/integrations/no-code/data-import/csv/sftp">SFTP Guides</Link> - Encrypted file transfer options
  * 🧩 **Platform Integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Direct e-commerce platform connections
</Card>


# Playbook Integration
Source: https://docs.affelios.com/integrations/no-code/playbook

Complete guide for integrating your Affelios affiliate program with Playbook Sportsbook and Casino platform

<Info>
  This comprehensive guide walks through the process of integrating your Affelios program with the Playbook online sportsbook and casino platform. The integration enables automatic data synchronization and seamless affiliate tracking for your gambling business.
</Info>

## Prerequisites

Before starting the integration process, ensure you have the following:

* **Active Affelios subscription** - Any plan (Flex, Pro, or Enterprise)
* **Live Brand on Playbook** - Your brand must be operating on the Playbook Sportsbook and Casino platform
* **HTTP CSV Endpoints** - Registration and Transaction endpoints provided by Playbook
* **Whitelisted IP Addresses** - Playbook must whitelist required Affelios IP addresses for your brand
* **Admin Access** - Full administrative privileges to your Affelios account

<Warning>
  The integration process requires coordination with Playbook support to whitelist Affelios IP addresses. Contact us via Intercom or email [support@affelios.com](mailto:support@affelios.com) to obtain the required IP addresses before proceeding.
</Warning>

***

## Integration Benefits

<Card title="Key Features" icon="star">
  The Affelios-Playbook integration provides powerful features to streamline your affiliate program management and boost performance in the gambling industry.
</Card>

<AccordionGroup>
  <Accordion title="Automated Data Import">
    **Seamless Data Management:**

    * Daily automatic import of player registrations and transactions
    * Real-time commission calculations based on actual gaming revenue
    * Automated deduction handling for payment fees and taxes
    * No manual data entry required
  </Accordion>

  <Accordion title="Multi-Product Tracking">
    **Comprehensive Revenue Tracking:**

    * Separate tracking for Sports, Casino, Live Casino, and Virtual Sports
    * Individual product revenue and wagering tracking
    * Detailed commission breakdowns by product type
    * Flexible commission plans per product category
  </Accordion>

  <Accordion title="Advanced Attribution">
    **Precise Player Attribution:**

    * 30-day cookie tracking with btag parameter
    * Automatic ClickKey generation for proper attribution
    * Player registration and transaction linking
    * Anonymous transaction prevention
  </Accordion>
</AccordionGroup>

***

## Step-by-Step Integration Guide

### Step 1: Create a Brand in Affelios

<Steps>
  <Step title="Access Brand Creation">
    Navigate to your Affelios dashboard and go to the **"Brands"** section in the left-hand navigation menu.
  </Step>

  <Step title="Create New Brand">
    Click **"Create Brand"** and fill in the required information for your Playbook casino website.
  </Step>

  <Step title="Configure Brand Settings">
    Set up your brand with the proper tracking parameters and commission settings.
  </Step>
</Steps>

<Info>
  If you already have a brand set up, you can skip to Step 2. If you need help creating a brand, follow our [Brand Creation Guide](/knowledge-base/operators/setup-guide#create--configure-a-brand).
</Info>

#### Brand Configuration Example

For a brand called **"BetTest.com"**, use these settings:

<Card title="Brand Step 1 - Basic Information" icon="gear">
  | **Field**        | **Example**                                                                 | **Description**                                              |
  | ---------------- | --------------------------------------------------------------------------- | ------------------------------------------------------------ |
  | Name             | Bet Test                                                                    | Display name shown to affiliates and in reports              |
  | Industry         | Gambling                                                                    | Used to categorize and filter brands                         |
  | External ID      | bettest                                                                     | Unique value used externally (best practice)                 |
  | Landing Page URL | [https://bettest.com?btag=\[ClickKey](https://bettest.com?btag=\[ClickKey)] | Playbook supports 30-day cookie tracking with btag parameter |
</Card>

<Card title="Brand Step 2 - Advanced Settings" icon="settings">
  | **Field**                    | **Example** | **Description**                                  |
  | ---------------------------- | ----------- | ------------------------------------------------ |
  | Auto-Approve Commissions     | Enabled     | Recommended to avoid data delays                 |
  | Allow Anonymous Transactions | Disabled    | **Important:** Keep disabled for Playbook brands |
  | Deposit Fees                 | 3%          | Payment fees deducted from Net Revenue           |
  | Tax Rate Deduction           | 21%         | Point of Consumption Taxes                       |
  | Net Revenue Deduction        | 15%         | Platform and Game Costs                          |
</Card>

### Step 2: Configure Playbook Integration Settings

<Steps>
  <Step title="Access Integration Settings">
    Navigate to the **"Brands"** page and click the three dots next to your brand, then select **"Integration Settings"**.
  </Step>

  <Step title="Select CSV HTTP Integration">
    Choose **"Csv Http"** from the available integration methods for Playbook.
  </Step>

  <Step title="Configure HTTP Connection">
    Enter the CSV endpoint details provided by your Playbook account manager.
  </Step>
</Steps>

<Warning>
  You must obtain the CSV endpoint details from your Playbook account manager before proceeding. Contact them if you don't have these details.
</Warning>

### Step 3: Set Up HTTP Connection Settings

<Card title="HTTP Connection Configuration" icon="link">
  Configure the connection settings using the details provided by Playbook:

  | **Field**                      | **Example**                                                  | **Description**                                  |
  | ------------------------------ | ------------------------------------------------------------ | ------------------------------------------------ |
  | Protocol                       | HTTPS                                                        | Enable HTTPS for secure data transfer            |
  | HTTP Hostname                  | documents-api.prod.bettest-multi.tup-cloud.com               | Hostname containing your unique brand identifier |
  | Username (Basic Auth)          | -                                                            | Not required for Playbook                        |
  | Password (Basic Auth)          | -                                                            | Not required for Playbook                        |
  | Registration Filename Template | affiliate-documents/bettest/accounts/\[YEAR]-\[MONTH]-\[DAY] | Path to Registrations file with date tokens      |
  | Transactions Filename Template | affiliate-documents/bettest/sales/\[YEAR]-\[MONTH]-\[DAY]    | Path to Transactions file with date tokens       |
</Card>

<Info>
  The filename templates use automatic token replacement: \[YEAR] (e.g., 2030), \[MONTH] (e.g., 12), \[DAY] (e.g., 31). Affelios will request the previous day's data each morning.
</Info>

### Step 4: Configure Field Mapping

After establishing a valid connection, you'll need to map the CSV fields to Affelios fields.

#### Customer Field Mapping

<Card title="Registration Data Mapping" icon="user">
  Map the available fields from the Registrations CSV to Affelios fields:

  | **Affelios Field**   | **Description**                     | **External Field Example** |
  | -------------------- | ----------------------------------- | -------------------------- |
  | Registration Date    | The date the player registered      | ACCOUNT\_OPENING\_DATE     |
  | External Customer ID | The Playbook ID for the player      | PLAYER\_ID                 |
  | Click Key            | Unique value generated by Affelios  | BTAG                       |
  | Customer Username    | Anonymized username from Playbook   | USERNAME                   |
  | Country Code         | 2-letter country code of the player | PLAYER\_COUNTRY            |
</Card>

#### Transaction Field Mapping

Playbook returns aggregated totals for Deposits, Wagering, and Revenue split by Product. You'll need to create multiple product maps:

<AccordionGroup>
  <Accordion title="Default Map (Deposits)">
    **Required for Deposit Tracking:**

    | **Affelios Field**   | **Description**             | **External Field Example** |
    | -------------------- | --------------------------- | -------------------------- |
    | External Customer Id | The Playbook Player ID      | PLAYER\_ID                 |
    | Transaction Date     | The Date of the transaction | TRANSACTION\_DATE          |
    | Deposits             | Sum total of Deposits       | DEPOSITS                   |

    *All other fields should be left blank for the Default Map.*
  </Accordion>

  <Accordion title="Sports Product Map">
    **Sports Betting Revenue:**

    | **Affelios Field**   | **Description**             | **External Field Example** |
    | -------------------- | --------------------------- | -------------------------- |
    | External Customer Id | The Playbook Player ID      | PLAYER\_ID                 |
    | Transaction Date     | The Date of the transaction | TRANSACTION\_DATE          |
    | Gross Revenue        | Sum total of Sports Revenue | SPORTSBOOK\_REVENUE        |
    | Wagering             | Sum total of Sports Stake   | SPORTSBOOK\_STAKE          |
  </Accordion>

  <Accordion title="Virtual Sports Product Map">
    **Virtual Sports Revenue:**

    | **Affelios Field**   | **Description**                     | **External Field Example** |
    | -------------------- | ----------------------------------- | -------------------------- |
    | External Customer Id | The Playbook Player ID              | PLAYER\_ID                 |
    | Transaction Date     | The Date of the transaction         | TRANSACTION\_DATE          |
    | Gross Revenue        | Sum total of Virtual Sports Revenue | VIRTUAL\_SPORTS\_revenue   |
    | Wagering             | Sum total of Virtual Sports Stake   | VIRTUAL\_SPORTS\_stake     |
  </Accordion>

  <Accordion title="Casino Product Map">
    **Casino Revenue:**

    | **Affelios Field**   | **Description**             | **External Field Example** |
    | -------------------- | --------------------------- | -------------------------- |
    | External Customer Id | The Playbook Player ID      | PLAYER\_ID                 |
    | Transaction Date     | The Date of the transaction | TRANSACTION\_DATE          |
    | Gross Revenue        | Sum total of Casino Revenue | CASINO\_revenue            |
    | Wagering             | Sum total of Casino Stake   | CASINO\_stake              |
  </Accordion>

  <Accordion title="Live Casino Product Map">
    **Live Casino Revenue:**

    | **Affelios Field**   | **Description**                  | **External Field Example** |
    | -------------------- | -------------------------------- | -------------------------- |
    | External Customer Id | The Playbook Player ID           | PLAYER\_ID                 |
    | Transaction Date     | The Date of the transaction      | TRANSACTION\_DATE          |
    | Gross Revenue        | Sum total of Live Casino Revenue | LIVE\_CASINO\_REVENUE      |
    | Wagering             | Sum total of Live Casino Stake   | LIVE\_CASINO\_stake        |
  </Accordion>
</AccordionGroup>

### Step 5: Enable Daily Import

<Steps>
  <Step title="Configure Import Settings">
    Toggle the import setting to **"Enabled"** and set the import time to **"03:00 AM"**.
  </Step>

  <Step title="Save Integration">
    Click **"Save Integration"** to complete the setup process.
  </Step>

  <Step title="Verify Connection">
    Affelios will automatically test the connection and validate the field mappings.
  </Step>
</Steps>

<Info>
  Affelios will now automatically request data from your Playbook endpoints each morning at 3 AM and import data into your affiliate program according to your integration settings.
</Info>

***

## Data Import Management

<Card title="Automatic Import Features" icon="rotate">
  Once enabled, data import happens automatically and keeps your affiliate program synchronized with Playbook data.
</Card>

### Import Process

<AccordionGroup>
  <Accordion title="Daily Data Retrieval">
    **Automated Process:**

    * Affelios requests previous day's data from Playbook each morning at 3 AM
    * Both registration and transaction data are imported
    * Data is processed and mapped according to your configuration
    * Commissions are calculated automatically
  </Accordion>

  <Accordion title="Data Validation">
    **Quality Assurance:**

    * Connection validation before each import
    * Field mapping verification
    * Data format validation
    * Error logging and reporting
  </Accordion>

  <Accordion title="Import Monitoring">
    **Track Performance:**

    * View import logs in Settings > Imports
    * Retry failed import attempts
    * Reimport historical data by date range
    * Monitor import success rates
  </Accordion>
</AccordionGroup>

### Managing Imports

<Steps>
  <Step title="Monitor Import Status">
    Check the import logs in your Affelios dashboard to ensure data is being imported successfully.
  </Step>

  <Step title="Review Data Quality">
    Verify that player registrations and transactions are being processed correctly.
  </Step>

  <Step title="Handle Import Errors">
    Use the retry functionality for any failed imports or contact support if issues persist.
  </Step>

  <Step title="Historical Data">
    Reimport historical data if needed using the date range selector in the imports section.
  </Step>
</Steps>

***

## Commission Management

<Card title="Automated Commission Processing" icon="dollar-sign">
  The Playbook integration automatically processes commissions based on your configured settings and product mappings.
</Card>

### Commission Calculation

<AccordionGroup>
  <Accordion title="Revenue-Based Commissions">
    **Gaming Revenue Tracking:**

    * Commissions calculated on Gross Gaming Revenue (GGR)
    * Separate tracking for each product category
    * Automatic deduction handling for fees and taxes
    * Real-time commission updates
  </Accordion>

  <Accordion title="Deduction Management">
    **Automated Deductions:**

    * Deposit fees (e.g., 3% payment processing fees)
    * Tax rate deductions (e.g., 21% Point of Consumption taxes)
    * Net revenue deductions (e.g., 15% platform costs)
    * Transparent deduction reporting
  </Accordion>

  <Accordion title="Product-Specific Rates">
    **Flexible Commission Plans:**

    * Different rates for Sports, Casino, Live Casino, Virtual Sports
    * Customizable commission structures per product
    * Tiered commission plans based on performance
    * Automatic commission approval (recommended)
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<Card title="Common Issues" icon="wrench">
  Here are solutions to common problems you might encounter during the Playbook integration process.
</Card>

<AccordionGroup>
  <Accordion title="Connection Issues">
    **Cannot Connect to Playbook:**

    * Verify that Playbook has whitelisted the required Affelios IP addresses
    * Check that your HTTP hostname is correct and contains your brand identifier
    * Ensure your Playbook account is active and accessible
    * Contact Playbook support to verify endpoint availability
  </Accordion>

  <Accordion title="Data Import Problems">
    **Data Not Importing:**

    * Check that your filename templates are correct
    * Verify that Playbook is generating the expected CSV files
    * Ensure your brand is properly configured in Playbook
    * Review import logs for specific error messages
  </Accordion>

  <Accordion title="Field Mapping Issues">
    **Incorrect Data Mapping:**

    * Verify that CSV field names match your mapping configuration
    * Check that all required fields are properly mapped
    * Ensure product maps are created for each revenue type
    * Test with a small sample of data first
  </Accordion>

  <Accordion title="Commission Calculation Problems">
    **Commissions Not Calculating:**

    * Verify that your commission plans are properly configured
    * Check that product mappings include revenue fields
    * Ensure auto-approve commissions is enabled
    * Review deduction settings and percentages
  </Accordion>
</AccordionGroup>

### Getting Help

<Steps>
  <Step title="Check Import Logs">
    Review the import logs in Settings > Imports for specific error messages and details.
  </Step>

  <Step title="Contact Playbook Support">
    Reach out to your Playbook account manager for endpoint or data-related issues.
  </Step>

  <Step title="Contact Affelios Support">
    Contact Affelios support via Intercom or email for integration-specific problems.
  </Step>

  <Step title="Provide Details">
    Include information about error messages, import logs, and steps you've already tried.
  </Step>
</Steps>

***

## Best Practices

<Card title="Optimization Tips" icon="lightbulb">
  Follow these best practices to ensure your Playbook integration runs smoothly and effectively.
</Card>

<AccordionGroup>
  <Accordion title="Data Management">
    **Keep Your Data Clean:**

    * Regularly monitor import logs for any issues
    * Ensure Playbook is generating consistent CSV formats
    * Verify that all required fields are being populated
    * Keep historical data for reporting and analysis
  </Accordion>

  <Accordion title="Commission Planning">
    **Optimize Your Commission Structure:**

    * Set competitive commission rates for the gambling industry
    * Consider different rates for different product categories
    * Monitor affiliate performance and adjust rates accordingly
    * Provide clear commission information to affiliates
  </Accordion>

  <Accordion title="Integration Monitoring">
    **Stay on Top of Performance:**

    * Set up alerts for failed imports
    * Regularly review commission calculations
    * Monitor data quality and consistency
    * Keep backup records of important transactions
  </Accordion>

  <Accordion title="Affiliate Support">
    **Support Your Affiliates:**

    * Provide clear information about your gambling products
    * Share performance insights and marketing tips
    * Respond promptly to affiliate questions
    * Recognize top-performing affiliates
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Your Integration is Complete!" icon="circle-check">
  Congratulations! Your Playbook platform is now successfully integrated with Affelios. Your affiliates can begin marketing your gambling products immediately.
</Card>

### What Happens Next

<Steps>
  <Step title="Data Synchronization">
    Affelios will automatically import player registrations and transactions from Playbook each day.
  </Step>

  <Step title="Commission Processing">
    Commissions will be calculated and processed automatically based on your configured settings.
  </Step>

  <Step title="Affiliate Onboarding">
    Start inviting affiliates to join your program or promote it to attract new partners.
  </Step>

  <Step title="Performance Monitoring">
    Use the Affelios dashboard to monitor clicks, conversions, and commission payouts.
  </Step>

  <Step title="Program Optimization">
    Continuously optimize your program based on performance data and affiliate feedback.
  </Step>
</Steps>

### Additional Resources

<Card title="Further Reading" icon="book">
  * ⚙️ **Program setup:** <Link href="/knowledge-base/operators/setup-guide">Setup Guide</Link> - Complete program configuration and brand management
  * 💰 **Commission management:** <Link href="/knowledge-base/operators/create-manage-commission-plans">Commission Plans</Link> - Advanced commission strategies and configuration
  * 👥 **Affiliate onboarding:** <Link href="/knowledge-base/affiliates/onboarding">Affiliate Onboarding Guide</Link> - Guide for your new affiliates
  * 📊 **Analytics & reporting:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Understanding your program performance
  * 🧩 **Other integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect with e-commerce platforms
  * 👩‍💻 **API access:** <Link href="/developers/overview">Developer Overview</Link> - Advanced integration options and API documentation
</Card>

<Info>
  Need additional help? Our support team is available to assist with any questions or issues you might have with your Playbook integration. Contact us via Intercom or email [support@affelios.com](mailto:support@affelios.com).
</Info>


# Shopify Integration
Source: https://docs.affelios.com/integrations/no-code/shopify

Complete guide for integrating your Affelios affiliate program with your Shopify store

<Info>
  This comprehensive guide walks through the process of integrating your Affelios program with your Shopify store. The integration enables automatic product synchronization and seamless affiliate tracking for your e-commerce business.
</Info>

## Prerequisites

Before starting the integration process, ensure you have the following:

* **Affelios Identity account** - Your login for accessing and managing all your programs
* **Active Affelios subscription** - Any plan (Flex, Pro, or Enterprise)
* **Shopify store** - Must be active and accessible
* **Admin access** - Full administrative privileges to your Shopify store

<Warning>
  The integration process requires administrative access to both your Affelios account and Shopify store. Ensure you have the necessary permissions before proceeding.
</Warning>

***

## Integration Benefits

<Card title="Key Features" icon="star">
  The Affelios-Shopify integration provides powerful features to streamline your affiliate program management and boost performance.
</Card>

<AccordionGroup>
  <Accordion title="Automatic Product Sync">
    **Seamless Catalog Management:**

    * Products automatically sync from Shopify to Affelios
    * Real-time updates when products are added, modified, or removed
    * Maintains product information consistency across platforms
    * Reduces manual data entry and potential errors
  </Accordion>

  <Accordion title="Direct Tracking Links">
    **Affiliate-Friendly Features:**

    * Affiliates can create tracking links for your entire brand
    * Individual product tracking links for targeted campaigns
    * Automatic ClickKey generation for proper attribution
    * Customizable landing page options
  </Accordion>

  <Accordion title="Revenue Tracking">
    **Comprehensive Analytics:**

    * Automatic conversion tracking from Shopify orders
    * Real-time commission calculations
    * Detailed performance reporting
    * Attribution tracking from click to conversion
  </Accordion>
</AccordionGroup>

***

## Step-by-Step Integration Guide

### Step 1: Access Your Affelios Program

<Steps>
  <Step title="Login to Affelios">
    Navigate to your Affelios dashboard and sign in with your Affelios Identity credentials.
  </Step>

  <Step title="Navigate to Brands">
    Click on the **"Brands"** section in the left-hand navigation menu.
  </Step>

  <Step title="Select Your Brand">
    Choose the brand you want to connect to Shopify. If you haven't created a brand yet, you'll need to create one first.
  </Step>
</Steps>

<Info>
  If you don't have a brand set up yet, follow our [Brand Creation Guide](/knowledge-base/operators/setup-guide#create--configure-a-brand) before proceeding with the Shopify integration.
</Info>

### Step 2: Configure Integration Settings

<Steps>
  <Step title="Access Integration Settings">
    Click on the action icon (three dots) next to your selected brand, then select **"Integration Settings"** from the dropdown menu.
  </Step>

  <Step title="Select Shopify Integration">
    Find and select the **Shopify** integration option from the available integrations.
  </Step>

  <Step title="Install Integration">
    Click the **"Install"** button to begin the Shopify app installation process.
  </Step>
</Steps>

<Card title="Alternative Installation" icon="link">
  You can also install the Affelios app directly from the [Shopify App Store](https://support.affelios.com/en/articles/8813145-getting-started-with-shopify) if you prefer to start from Shopify's side.
</Card>

### Step 3: Install Affelios App in Shopify

<Steps>
  <Step title="Access Shopify Admin">
    After clicking "Install," you'll be redirected to your Shopify admin dashboard.
  </Step>

  <Step title="Find Affelios App">
    Look for the **Affelios** app in your installed apps or navigate to Apps → App Store to find it.
  </Step>

  <Step title="Open App">
    Click on the Affelios app to open the configuration interface.
  </Step>
</Steps>

<Warning>
  Make sure you're logged into the correct Shopify store. The integration will only work with the store you're currently accessing.
</Warning>

### Step 4: Connect Your Affelios Account

<Steps>
  <Step title="Sign In to Affelios">
    In the Affelios app within Shopify, click **"Sign In"** to authenticate with your Affelios Identity account.
  </Step>

  <Step title="Authorize Access">
    Grant the necessary permissions for Shopify to access your Affelios account data.
  </Step>

  <Step title="Select Program">
    Choose the Affelios program you want to connect to this Shopify store.
  </Step>
</Steps>

<Info>
  If you don't see your program listed, ensure you have the correct permissions and that your Affelios subscription is active.
</Info>

### Step 5: Connect Your Brand

<Steps>
  <Step title="Select Brand">
    Choose the brand you want to connect to your Shopify store from the available options.
  </Step>

  <Step title="Confirm Connection">
    Review the brand details and click **"Connect"** to establish the connection.
  </Step>

  <Step title="Verify Setup">
    Confirm that the brand is successfully connected and ready for product synchronization.
  </Step>
</Steps>

<Card title="Brand Configuration" icon="gear">
  Ensure your brand is properly configured with the correct landing page URLs and tracking parameters before connecting to Shopify. This will ensure proper affiliate attribution.
</Card>

### Step 6: Sync Your Products

<Steps>
  <Step title="Navigate to Product Sync">
    In the Affelios app, locate the **"Sync Products"** section.
  </Step>

  <Step title="Activate Product Sync">
    Click **"Activate"** under the "Sync Products" section to begin the synchronization process.
  </Step>

  <Step title="Monitor Sync Progress">
    Watch as your Shopify products are automatically imported into your Affelios program.
  </Step>
</Steps>

<Info>
  The initial product sync may take several minutes depending on the size of your product catalog. Larger catalogs may require more time to complete the synchronization.
</Info>

***

## Product Synchronization

<Card title="Automatic Sync Features" icon="rotate">
  Once activated, product synchronization happens automatically and keeps your affiliate program up-to-date with your Shopify store.
</Card>

### What Gets Synced

<AccordionGroup>
  <Accordion title="Product Information">
    **Basic Product Data:**

    * Product name and description
    * Product images and media
    * Pricing information
    * Product variants and options
    * SKU and inventory status
  </Accordion>

  <Accordion title="Catalog Management">
    **Automatic Updates:**

    * New products are automatically added
    * Product changes are synced in real-time
    * Discontinued products are marked accordingly
    * Inventory changes are reflected
  </Accordion>

  <Accordion title="Tracking Configuration">
    **Affiliate-Ready Setup:**

    * Products are automatically configured for affiliate tracking
    * ClickKey parameters are set up correctly
    * Landing page URLs are generated
    * Commission plans are applied based on your configuration
  </Accordion>
</AccordionGroup>

### Managing Product Sync

<Steps>
  <Step title="Monitor Sync Status">
    Check the sync status in your Affelios dashboard to ensure all products are properly synchronized.
  </Step>

  <Step title="Review Product Details">
    Verify that product information, pricing, and images are correctly imported.
  </Step>

  <Step title="Configure Commission Plans">
    Set up specific commission rates for individual products or product categories as needed.
  </Step>

  <Step title="Test Affiliate Links">
    Generate test affiliate links to ensure proper tracking and attribution.
  </Step>
</Steps>

***

## Affiliate Experience

<Card title="Affiliate Portal Features" icon="users">
  Once your Shopify integration is active, affiliates can access enhanced features for promoting your products.
</Card>

### What Affiliates Can Do

<AccordionGroup>
  <Accordion title="Product Promotion">
    **Marketing Tools:**

    * Browse your complete product catalog
    * Create tracking links for individual products
    * Generate brand-wide tracking links
    * Access product images and descriptions
  </Accordion>

  <Accordion title="Link Generation">
    **Easy Link Creation:**

    * One-click link generation for any product
    * Customizable link parameters
    * Automatic ClickKey assignment
    * Link performance tracking
  </Accordion>

  <Accordion title="Performance Tracking">
    **Real-Time Analytics:**

    * View click and conversion statistics
    * Track commission earnings
    * Monitor product performance
    * Access detailed reporting
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<Card title="Common Issues" icon="wrench">
  Here are solutions to common problems you might encounter during the integration process.
</Card>

<AccordionGroup>
  <Accordion title="Installation Issues">
    **App Won't Install:**

    * Ensure you have admin access to your Shopify store
    * Check that your Shopify plan supports third-party apps
    * Try clearing your browser cache and cookies
    * Contact Shopify support if the issue persists
  </Accordion>

  <Accordion title="Authentication Problems">
    **Can't Sign In to Affelios:**

    * Verify your Affelios Identity credentials
    * Check that your Affelios subscription is active
    * Ensure you're using the correct account
    * Try logging out and back in
  </Accordion>

  <Accordion title="Product Sync Issues">
    **Products Not Syncing:**

    * Check your internet connection
    * Verify that the brand connection is active
    * Ensure your Shopify store has products available
    * Try deactivating and reactivating product sync
  </Accordion>

  <Accordion title="Tracking Problems">
    **Affiliate Links Not Working:**

    * Verify that ClickKey parameters are properly configured
    * Check that your brand landing page URLs are correct
    * Ensure tracking is enabled in your program settings
    * Test links in an incognito browser window
  </Accordion>
</AccordionGroup>

### Getting Help

<Steps>
  <Step title="Check Documentation">
    Review this guide and other relevant documentation for solutions.
  </Step>

  <Step title="Contact Support">
    If you're still experiencing issues, contact Affelios support with specific details about your problem.
  </Step>

  <Step title="Provide Details">
    Include information about your Shopify plan, error messages, and steps you've already tried.
  </Step>
</Steps>

***

## Best Practices

<Card title="Optimization Tips" icon="lightbulb">
  Follow these best practices to ensure your Shopify integration runs smoothly and effectively.
</Card>

<AccordionGroup>
  <Accordion title="Product Management">
    **Keep Your Catalog Updated:**

    * Regularly review and update product information in Shopify
    * Ensure product images are high-quality and consistent
    * Keep pricing information current
    * Remove discontinued products promptly
  </Accordion>

  <Accordion title="Commission Planning">
    **Optimize Your Commission Structure:**

    * Set competitive commission rates for your industry
    * Consider different rates for different product categories
    * Monitor affiliate performance and adjust rates accordingly
    * Provide clear commission information to affiliates
  </Accordion>

  <Accordion title="Affiliate Support">
    **Support Your Affiliates:**

    * Provide clear product descriptions and marketing materials
    * Respond promptly to affiliate questions
    * Share performance insights and tips
    * Recognize top-performing affiliates
  </Accordion>

  <Accordion title="Monitoring & Analytics">
    **Track Performance:**

    * Regularly review affiliate performance reports
    * Monitor conversion rates and commission payouts
    * Identify top-performing products and affiliates
    * Use data to optimize your program strategy
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Your Integration is Complete!" icon="circle-check">
  Congratulations! Your Shopify store is now successfully integrated with Affelios. Your affiliates can begin marketing your products immediately.
</Card>

### What Happens Next

<Steps>
  <Step title="Product Availability">
    All your Shopify products are now available for affiliates to promote through the Affelios platform.
  </Step>

  <Step title="Affiliate Onboarding">
    Start inviting affiliates to join your program or promote it to attract new partners.
  </Step>

  <Step title="Performance Monitoring">
    Use the Affelios dashboard to monitor clicks, conversions, and commission payouts.
  </Step>

  <Step title="Program Optimization">
    Continuously optimize your program based on performance data and affiliate feedback.
  </Step>
</Steps>

### Additional Resources

<Card title="Further Reading" icon="book">
  * ⚙️ **Program setup:** <Link href="/knowledge-base/operators/setup-guide">Setup Guide</Link> - Complete program configuration and management
  * 💰 **Commission management:** <Link href="/knowledge-base/operators/create-manage-commission-plans">Commission Plans</Link> - Advanced commission strategies and configuration
  * 👥 **Affiliate onboarding:** <Link href="/knowledge-base/affiliates/onboarding">Affiliate Onboarding Guide</Link> - Guide for your new affiliates
  * 📊 **Analytics & reporting:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Understanding your program performance
  * 🧩 **Other integrations:** <Link href="/integrations/no-code/playbook">Playbook Integration</Link> - Connect with gambling platforms
  * 👩‍💻 **API access:** <Link href="/developers/overview">Developer Overview</Link> - Advanced integration options and API documentation
</Card>

<Info>
  Need additional help? Our support team is available to assist with any questions or issues you might have with your Shopify integration.
</Info>


# PPC Tracking with Google Tag Manager
Source: https://docs.affelios.com/integrations/tracking/ppc-tracking-gtm

Complete guide for setting up PPC tracking in Affelios using Google Tag Manager for advanced campaign attribution

<Info>
  This comprehensive guide walks through the process of configuring PPC (Pay-Per-Click) tracking in Affelios using Google Tag Manager (GTM). The integration enables seamless tracking of affiliate conversions, attribution to specific PPC campaigns, and optimization of your overall marketing strategy.
</Info>

## Prerequisites

Before starting the PPC tracking setup, ensure you have the following:

* **Affelios Identity account** - Your login for accessing and managing all your programs
* **Active Affelios subscription** - Any plan (Flex, Pro, or Enterprise)
* **Google Tag Manager account** - Must be integrated with your website
* **Admin access** - Full administrative privileges to both Affelios and GTM
* **Active brand** - A configured brand in Affelios with parallel tracking enabled

<Warning>
  The integration process requires administrative access to both your Affelios account and Google Tag Manager. Ensure you have the necessary permissions before proceeding.
</Warning>

***

## Why PPC Tracking Matters

<Card title="Key Benefits" icon="star">
  PPC tracking is critical for digital marketing strategies focused on paid advertising campaigns, providing essential insights for campaign optimization and ROI measurement.
</Card>

<AccordionGroup>
  <Accordion title="Performance Measurement">
    **Real-Time Analytics:**

    * Track clicks, impressions, and conversions in real-time
    * Assess return on investment (ROI) for each campaign
    * Monitor key performance indicators (KPIs)
    * Identify high-performing ad variations
  </Accordion>

  <Accordion title="Campaign Optimization">
    **Data-Driven Improvements:**

    * Optimize ads, keywords, and budgets based on performance data
    * A/B test different ad creatives and landing pages
    * Refine targeting parameters for better audience reach
    * Adjust bidding strategies for maximum efficiency
  </Accordion>

  <Accordion title="Budget Efficiency">
    **Smart Resource Allocation:**

    * Direct resources to high-performing ads
    * Reduce spend on underperforming campaigns
    * Maximize budget utilization across channels
    * Eliminate wasteful advertising spend
  </Accordion>

  <Accordion title="Audience Insights">
    **Valuable Behavioral Data:**

    * Understand audience behavior and preferences
    * Tailor future campaigns to target demographics
    * Identify new market opportunities
    * Improve customer acquisition strategies
  </Accordion>

  <Accordion title="Competitive Advantage">
    **Market Leadership:**

    * Continuous optimization based on tracking data
    * Stay ahead of competitors with data-driven decisions
    * Identify market trends and opportunities
    * Build sustainable competitive advantages
  </Accordion>

  <Accordion title="ROI and Profitability">
    **Financial Performance:**

    * Compare ad costs against revenue from conversions
    * Ensure campaigns contribute positively to financial goals
    * Track lifetime value of acquired customers
    * Measure long-term profitability of marketing investments
  </Accordion>
</AccordionGroup>

***

## Step-by-Step Setup Guide

### Step 1: Enable Parallel Tracking in Affelios

<Steps>
  <Step title="Access Brand Settings">
    Navigate to your Affelios dashboard and click on **"Brands"** in the left-hand navigation menu.
  </Step>

  <Step title="Select Your Brand">
    Choose the brand you want to configure for PPC tracking from your list of brands.
  </Step>

  <Step title="Edit Brand Configuration">
    Click on the action menu (three dots) next to your brand and select **"Edit Brand"**.
  </Step>

  <Step title="Enable Parallel Tracking">
    Scroll down to the tracking settings and enable **"Parallel Tracking"** for your brand.
  </Step>

  <Step title="Copy Tracking Code">
    Copy the parallel tracking code snippet that appears after enabling parallel tracking.
  </Step>
</Steps>

<Info>
  Keep the tracking code snippet handy as you'll need it for the Google Tag Manager configuration in the next step.
</Info>

### Step 2: Configure Google Tag Manager

<Steps>
  <Step title="Access GTM Dashboard">
    Log into your Google Tag Manager account and navigate to your website's container.
  </Step>

  <Step title="Create New Tag">
    Click **"Add a new Tag"** from the Tag Manager dashboard to create a new tracking tag.
  </Step>

  <Step title="Name Your Tag">
    Give your tag a descriptive name, such as **"Affelios PPC Tracker"** or **"Affelios Tracker"**.
  </Step>

  <Step title="Configure Tag Type">
    Click on the **"Tag Configuration"** box and select **"Custom HTML Tag"** from the options menu.
  </Step>

  <Step title="Add Tracking Code">
    Paste the parallel tracking code snippet you copied from Affelios into the HTML field.
  </Step>

  <Step title="Set Trigger">
    Select **"All Pages"** as the trigger to ensure the tracking code fires on every page load.
  </Step>

  <Step title="Save Tag">
    Click **"Save"** in the top-right corner to save your new tag configuration.
  </Step>

  <Step title="Publish Changes">
    Submit and publish your new tag for the changes to take effect on your website.
  </Step>
</Steps>

<Warning>
  Remember to publish your changes in Google Tag Manager for the tracking to become active. Unpublished changes won't affect your live website.
</Warning>

### Step 3: Configure Tracking URLs

<Steps>
  <Step title="Access Tracking Links">
    In your Affelios dashboard, navigate to the tracking links section for your brand.
  </Step>

  <Step title="Select Parallel Tracking">
    When retrieving a link for a specific tracker, ensure the tracking template is set to **"Parallel"**.
  </Step>

  <Step title="Choose URL Template">
    Select the appropriate URL template for your needs:

    * **Google URL template** (default) - For Google Ads campaigns
    * **Custom template** - For other PPC platforms or specific requirements
  </Step>

  <Step title="Generate Tracking URL">
    Create your tracking URL with the proper parameters for your PPC campaign.
  </Step>

  <Step title="Test Tracking URL">
    Verify that the tracking URL works correctly and properly attributes clicks to your campaigns.
  </Step>
</Steps>

<Card title="URL Template Options" icon="link">
  * **Google URL Template**: Optimized for Google Ads campaigns with proper parameter formatting
  * **Custom Template**: Flexible option for other PPC platforms or specific tracking requirements
  * **Parallel Tracking**: Ensures proper attribution while maintaining campaign data integrity
</Card>

***

## Advanced Configuration

<Card title="Advanced Features" icon="gear">
  Once your basic PPC tracking is set up, you can configure advanced features for enhanced campaign management.
</Card>

### Campaign Attribution

<AccordionGroup>
  <Accordion title="UTM Parameter Tracking">
    **Enhanced Campaign Data:**

    * Track utm\_source, utm\_medium, utm\_campaign parameters
    * Attribute conversions to specific ad groups and keywords
    * Monitor campaign performance across different channels
    * Generate detailed campaign reports
  </Accordion>

  <Accordion title="Click ID Tracking">
    **Precise Attribution:**

    * Track Google Click ID (gclid) for Google Ads campaigns
    * Monitor Facebook Click ID (fbclid) for Facebook campaigns
    * Attribute conversions to specific ad clicks
    * Measure click-to-conversion attribution
  </Accordion>

  <Accordion title="Landing Page Optimization">
    **Conversion Optimization:**

    * Track performance by landing page
    * A/B test different landing page variations
    * Optimize conversion funnels
    * Improve user experience and conversion rates
  </Accordion>
</AccordionGroup>

### Data Integration

<AccordionGroup>
  <Accordion title="Google Analytics Integration">
    **Comprehensive Analytics:**

    * Connect PPC data with Google Analytics
    * View affiliate conversions alongside PPC metrics
    * Create custom reports and dashboards
    * Track user journey from click to conversion
  </Accordion>

  <Accordion title="Conversion Tracking">
    **Performance Measurement:**

    * Set up conversion goals in Google Ads
    * Track affiliate conversions as PPC conversions
    * Monitor cost per acquisition (CPA)
    * Optimize campaigns based on conversion data
  </Accordion>

  <Accordion title="Remarketing Integration">
    **Audience Building:**

    * Create remarketing lists from PPC traffic
    * Target users who clicked but didn't convert
    * Retarget with affiliate offers
    * Improve campaign efficiency through remarketing
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<Card title="Common Issues" icon="wrench">
  Here are solutions to common problems you might encounter during the PPC tracking setup process.
</Card>

<AccordionGroup>
  <Accordion title="Tracking Code Issues">
    **Code Not Firing:**

    * Verify that Google Tag Manager is properly installed on your website
    * Check that the tag is published and active
    * Ensure the trigger is set to "All Pages" or appropriate pages
    * Use browser developer tools to check for JavaScript errors
    * Verify that the tracking code snippet is complete and unmodified
  </Accordion>

  <Accordion title="Attribution Problems">
    **Conversions Not Attributed:**

    * Check that parallel tracking is enabled in your Affelios brand settings
    * Verify that tracking URLs are using the correct template
    * Ensure UTM parameters are properly formatted
    * Check that the ClickKey parameter is being passed correctly
    * Verify that the tracking window is appropriate for your conversion cycle
  </Accordion>

  <Accordion title="Data Discrepancies">
    **Inconsistent Reporting:**

    * Compare data between Google Ads and Affelios dashboards
    * Check for time zone differences in reporting
    * Verify that conversion tracking is set up correctly in Google Ads
    * Ensure that attribution models are consistent
    * Review any filters or exclusions that might affect data
  </Accordion>

  <Accordion title="Performance Issues">
    **Slow Page Load Times:**

    * Optimize the tracking code implementation
    * Use Google Tag Manager's asynchronous loading
    * Consider implementing tag firing rules to reduce unnecessary loads
    * Monitor Core Web Vitals impact
    * Test page speed with and without tracking code
  </Accordion>
</AccordionGroup>

### Getting Help

<Steps>
  <Step title="Check Implementation">
    Verify that all steps have been completed correctly and that the tracking code is properly implemented.
  </Step>

  <Step title="Test Tracking">
    Use browser developer tools and Google Tag Manager's preview mode to test the tracking implementation.
  </Step>

  <Step title="Review Documentation">
    Check this guide and other relevant documentation for solutions to your specific issue.
  </Step>

  <Step title="Contact Support">
    If you're still experiencing issues, contact Affelios support with specific details about your problem.
  </Step>
</Steps>

***

## Best Practices

<Card title="Optimization Tips" icon="lightbulb">
  Follow these best practices to ensure your PPC tracking setup runs smoothly and provides maximum value.
</Card>

<AccordionGroup>
  <Accordion title="Implementation Best Practices">
    **Proper Setup:**

    * Always test tracking implementation before going live
    * Use Google Tag Manager's preview mode for testing
    * Implement tracking on all relevant pages
    * Set up proper triggers and firing rules
    * Monitor tracking performance regularly
  </Accordion>

  <Accordion title="Campaign Management">
    **Effective Campaign Strategy:**

    * Use descriptive campaign names and UTM parameters
    * Organize campaigns by product, audience, or objective
    * Set up proper conversion tracking in Google Ads
    * Monitor and optimize campaign performance regularly
    * Use negative keywords to improve targeting
  </Accordion>

  <Accordion title="Data Analysis">
    **Meaningful Insights:**

    * Regularly review performance reports
    * Compare PPC performance with affiliate performance
    * Identify high-performing campaigns and keywords
    * Use data to inform future campaign strategies
    * Track lifetime value of PPC-acquired customers
  </Accordion>

  <Accordion title="Privacy and Compliance">
    **Legal Considerations:**

    * Ensure compliance with GDPR and other privacy regulations
    * Implement proper cookie consent mechanisms
    * Use data responsibly and transparently
    * Regularly review and update privacy policies
    * Consider user privacy in tracking implementation
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Your PPC Tracking is Complete!" icon="circle-check">
  Congratulations! Your PPC tracking with Google Tag Manager is now successfully configured. You can start running targeted campaigns with full attribution tracking.
</Card>

### What Happens Next

<Steps>
  <Step title="Campaign Launch">
    Start running PPC campaigns with your configured tracking URLs to begin collecting performance data.
  </Step>

  <Step title="Data Collection">
    Monitor the collection of click and conversion data through your Google Tag Manager implementation.
  </Step>

  <Step title="Performance Analysis">
    Use the collected data to analyze campaign performance and optimize your PPC strategy.
  </Step>

  <Step title="Continuous Optimization">
    Regularly review and optimize your campaigns based on the tracking data and performance insights.
  </Step>
</Steps>

### Additional Resources

<Card title="Further Reading" icon="book">
  * [Click Tracking Guide](/integrations/tracking/click-tracking) - Advanced click tracking techniques
  * [Conversion Tracking](/integrations/tracking/conversion-tracking) - Comprehensive conversion tracking setup
  * [Pixel Tracking](/integrations/tracking/pixel-tracking) - Alternative tracking methods
  * [Testing & Verification](/integrations/tracking/testing-verification) - How to test and verify your tracking setup
  * [API Documentation](/developers/api/overview) - Advanced integration options
</Card>

<Info>
  Need additional help? Our support team is available to assist with any questions or issues you might have with your PPC tracking setup. Contact us via Intercom or email [support@affelios.com](mailto:support@affelios.com).
</Info>


# Add Collaborators to Your Affiliates
Source: https://docs.affelios.com/knowledge-base/affiliates/add-collaborators-to-affiliates

Learn how to invite collaborators and manage access to your affiliate accounts with different permission levels

<Info>
  This guide explains how to add collaborators to your affiliate accounts and manage their access levels. As an **affiliate**, you can invite team members to help manage your affiliate accounts while maintaining control over permissions.
</Info>

## Understanding Affiliate Account Access

<Card title="Collaborator Overview" icon="user-group">
  Beyond platform permissions, users can also have specific roles and permissions within individual affiliate accounts. This allows you to share access to your affiliate accounts with team members while maintaining appropriate security controls.
</Card>

### Company Ownership and Payout Permissions

<Info>
  When you create a new affiliate account inside an affiliate platform, you are required to associate a Company Account from the Affelios Company service which is attached as the beneficial owner of the account and any commissions that are generated by it.
</Info>

**Company Ownership Rules:**

* Only people who have access to the Affiliate Account **AND** the Company associated are able to transfer ownership of the affiliate account
* Only company owners can set new Payout information on the account where commissions are paid out to
* Company ownership is separate from platform permissions

<Warning>
  Company ownership is a critical security feature. Only grant company access to trusted team members who need to manage payout information and account ownership.
</Warning>

***

## Affiliate Collaborator Roles

<Card title="Available Collaborator Roles" icon="user-gear">
  You can assign different roles to collaborators based on what level of access they need to manage your affiliate accounts.
</Card>

### Role Types and Capabilities

<AccordionGroup>
  <Accordion title="Read Only">
    **Access Level:** Basic viewing permissions

    **Capabilities:**

    * Run reports and view performance data
    * View customer referrals and transactions within the system
    * Access affiliate account data and performance metrics
    * View commission history and earnings

    **Limitations:**

    * Cannot make changes to affiliate account settings
    * Cannot invite new collaborators
    * Cannot modify payout information
    * Cannot create or modify tracking links

    **Best For:**

    * Team members who need to monitor performance
    * Accountants or bookkeepers who need to view financial data
    * Marketing team members who need to track campaign results
  </Accordion>

  <Accordion title="Owner">
    **Access Level:** Full affiliate account control

    **Capabilities:**

    * All Read permissions
    * Assign a Company if no company is associated
    * Invite new Collaborators
    * Modify affiliate account settings
    * Access payout and commission information
    * Create and manage tracking links
    * Modify account preferences and settings

    **Responsibilities:**

    * Manage affiliate account configuration
    * Handle collaborator invitations
    * Ensure proper company association
    * Make decisions about account settings and payouts

    **Best For:**

    * Primary account holders
    * Business owners who need full control
    * Team leads who manage affiliate operations
  </Accordion>

  <Accordion title="Manager">
    **Access Level:** Special administrative role

    **Capabilities:**

    * Manage the affiliate account
    * Apply Commission Plans
    * Access advanced affiliate management features
    * Create and modify tracking campaigns
    * View and manage commission structures

    **Assignment Requirements:**

    * Can only be assigned by users with the Manage Affiliates Write Module
    * Requires elevated platform permissions
    * Typically used for program operators managing specific affiliates

    **Best For:**

    * Program operators who manage your account
    * Account managers from the affiliate platform
    * Technical support personnel with elevated access
  </Accordion>
</AccordionGroup>

***

## Adding Collaborators to Your Account

<Card title="Invitation Process" icon="user-plus">
  Learn how to invite team members to collaborate on your affiliate accounts.
</Card>

### Step-by-Step Invitation Process

<Steps>
  <Step title="Access Account Settings">
    Navigate to your affiliate account and go to the **Access** tab within the account settings.
  </Step>

  <Step title="Invite Collaborator">
    Click **Invite Collaborator** and enter the email address of the person you want to invite.
  </Step>

  <Step title="Select Role">
    Choose the appropriate role (Read Only, Owner, or Manager) based on what level of access they need.
  </Step>

  <Step title="Send Invitation">
    Send the invitation and wait for the collaborator to accept it.
  </Step>

  <Step title="Verify Access">
    Once accepted, verify that the collaborator has the correct level of access to your account.
  </Step>
</Steps>

### Role Selection Guidelines

<AccordionGroup>
  <Accordion title="Choosing the Right Role">
    **Consider These Factors:**

    * What tasks does this person need to perform?
    * How much control do they need over account settings?
    * Do they need to invite other collaborators?
    * Should they have access to payout information?

    **Role Selection Matrix:**

    * **Read Only**: For monitoring, reporting, and analysis
    * **Owner**: For full account management and team building
    * **Manager**: For program operators and account managers
  </Accordion>

  <Accordion title="Security Considerations">
    **Best Practices:**

    * Start with Read Only access and upgrade as needed
    * Regularly review collaborator access levels
    * Remove access for team members who no longer need it
    * Use Owner role sparingly - only for trusted team members
    * Document who has access and why
  </Accordion>
</AccordionGroup>

***

## Managing Collaborator Access

<Card title="Ongoing Access Management" icon="shield-check">
  Once collaborators are added, you'll need to manage their access levels and permissions over time.
</Card>

### Access Management Tasks

<AccordionGroup>
  <Accordion title="Modifying Access Levels">
    **Changing Roles:**

    * Navigate to the Access tab in your affiliate account
    * Find the collaborator you want to modify
    * Click the edit/gear icon next to their name
    * Select the new role and save changes

    **Common Changes:**

    * Upgrade from Read Only to Owner for new team leads
    * Downgrade from Owner to Read Only for departing team members
    * Adjust access based on changing responsibilities
  </Accordion>

  <Accordion title="Removing Collaborators">
    **When to Remove Access:**

    * Team member leaves the company
    * Role changes and no longer needs access
    * Security concerns or policy violations
    * Account restructuring or consolidation

    **Removal Process:**

    * Go to Access tab in your affiliate account
    * Find the collaborator to remove
    * Click remove/delete option
    * Confirm the removal
    * Verify access has been revoked
  </Accordion>

  <Accordion title="Access Audits">
    **Regular Reviews:**

    * Schedule quarterly access reviews
    * Verify all active collaborators still need access
    * Check for appropriate role assignments
    * Document any changes made

    **Audit Checklist:**

    * List all current collaborators and their roles
    * Verify each person still works with your team
    * Confirm access levels match their current responsibilities
    * Remove access for inactive or departed team members
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Collaborator Access

<Card title="Common Access Issues" icon="triangle-exclamation">
  Address common problems that arise with collaborator permissions and access.
</Card>

### Access Problems

<AccordionGroup>
  <Accordion title="Collaborator Cannot Access Account">
    **Symptoms:**

    * Invitation sent but collaborator cannot log in
    * "Access Denied" messages when trying to view account
    * Missing account in collaborator's dashboard

    **Solutions:**

    * Verify invitation was accepted properly
    * Check if collaborator has correct Affelios Identity
    * Ensure account is properly associated with their identity
    * Contact support if invitation process failed
  </Accordion>

  <Accordion title="Incorrect Permission Level">
    **Symptoms:**

    * Collaborator can see account but cannot perform expected actions
    * Missing features or buttons in their interface
    * Cannot access certain sections of the account

    **Resolution:**

    * Review their assigned role and capabilities
    * Upgrade role if they need additional permissions
    * Verify they have access to the Company associated with the account
    * Check if platform-level permissions are blocking access
  </Accordion>

  <Accordion title="Cannot Invite New Collaborators">
    **Symptoms:**

    * Invite button missing or disabled
    * Error messages when trying to send invitations
    * Collaborators not receiving invitation emails

    **Troubleshooting:**

    * Ensure you have Owner role on the affiliate account
    * Verify you have access to the Company associated with the account
    * Check if there are limits on the number of collaborators
    * Contact support if invitation system is not working
  </Accordion>
</AccordionGroup>

### Permission Conflicts

<AccordionGroup>
  <Accordion title="Role vs Platform Permissions">
    **Issue:** Collaborator role conflicts with platform permissions

    **Common Scenarios:**

    * Collaborator has Owner role but limited platform access
    * Platform permissions override collaborator role capabilities
    * Company ownership requirements blocking access

    **Resolution:**

    * Review both collaborator role and platform permissions
    * Ensure collaborator has necessary platform-level access
    * Verify company association and ownership settings
    * Contact support for complex permission conflicts
  </Accordion>

  <Accordion title="Multiple Account Access">
    **Issue:** Collaborator needs access to multiple affiliate accounts

    **Symptoms:**

    * Can access some accounts but not others
    * Inconsistent permission levels across accounts
    * Missing accounts in collaborator's dashboard

    **Solutions:**

    * Invite collaborator to each account individually
    * Ensure consistent role assignment across accounts
    * Verify company access for all relevant accounts
    * Document access levels for each account
  </Accordion>
</AccordionGroup>

***

## Best Practices for Collaborator Management

<Card title="Security and Efficiency" icon="lightbulb">
  Follow these best practices to maintain security and efficient collaborator management.
</Card>

### Security Guidelines

<AccordionGroup>
  <Accordion title="Access Control Principles">
    **Security Best Practices:**

    * Grant minimum necessary access for each collaborator's role
    * Use Read Only access as the default starting point
    * Regularly audit and review collaborator access
    * Remove access immediately when team members leave
    * Document access decisions and changes

    **Implementation:**

    * Create access request and approval processes
    * Establish clear role definitions and responsibilities
    * Train collaborators on their access levels and limitations
    * Monitor access patterns for unusual activity
  </Accordion>

  <Accordion title="Company Ownership Security">
    **Protecting Account Ownership:**

    * Limit Owner role to essential team members only
    * Ensure company access is properly managed
    * Document company ownership and transfer procedures
    * Implement approval processes for ownership changes
    * Maintain backup access methods for account recovery

    **Ownership Best Practices:**

    * Keep company access credentials secure
    * Use multi-person approval for ownership transfers
    * Document all ownership changes
    * Maintain contact information for company representatives
  </Accordion>
</AccordionGroup>

### Operational Efficiency

<AccordionGroup>
  <Accordion title="Team Coordination">
    **Effective Collaboration:**

    * Establish clear communication channels for account management
    * Document roles and responsibilities for each collaborator
    * Create standard operating procedures for common tasks
    * Schedule regular team meetings to review account performance
    * Use project management tools to coordinate activities

    **Workflow Optimization:**

    * Assign specific tasks to appropriate role levels
    * Create approval workflows for important decisions
    * Implement change management processes
    * Document best practices and lessons learned
  </Accordion>

  <Accordion title="Training and Onboarding">
    **Collaborator Education:**

    * Provide training on affiliate marketing basics
    * Explain account features and capabilities
    * Review security policies and best practices
    * Demonstrate reporting and analytics tools
    * Create documentation for common procedures

    **Ongoing Support:**

    * Regular check-ins with new collaborators
    * Provide resources for skill development
    * Share performance insights and optimization tips
    * Encourage collaboration and knowledge sharing
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Advanced Collaborator Features" icon="arrow-right">
  <Info>
    Once you've mastered basic collaborator management, explore these advanced features and integrations.
  </Info>

  **Additional Resources:**

  * [Finding Programs](/knowledge-base/affiliates/finding-programs) - Discover new affiliate opportunities
  * [Tracking Links](/knowledge-base/affiliates/tracking-links) - Create and manage your promotional links
  * [Payout Methods](/knowledge-base/affiliates/payout-methods) - Configure how you receive payments
  * [Invoice Generation & VAT](/knowledge-base/affiliates/invoice-generation-vat) - Handle invoicing and tax requirements

  **Advanced Features:**

  * Bulk collaborator management for multiple accounts
  * Integration with external team management tools
  * Advanced reporting and analytics for team performance
  * Automated access provisioning based on role changes
</Card>

<Tip>
  Start with a simple collaborator structure and gradually add more team members as your affiliate business grows. Regular access reviews help maintain security while ensuring your team has the permissions they need to be effective.
</Tip>


# Joining Programs with Your Affelios Identity
Source: https://docs.affelios.com/knowledge-base/affiliates/finding-programs

Learn how to join affiliate programs and leverage your unified Affelios identity across multiple programs for streamlined management and better earnings.

<Info>
  This guide explains how to join affiliate programs using your **unified Affelios Identity** and manage multiple partnerships from a single account. Your Affelios Identity serves as your gateway to all programs on the platform, eliminating the need for separate accounts while providing centralized management and reporting.
</Info>

### Key Benefits of Unified Identity

<AccordionGroup>
  <Accordion title="Simplified Management">
    **One Account for Everything:**

    * Single set of login credentials across all programs
    * Centralized payment information and tax documentation
    * Streamlined communication

    **No More Account Juggling:**

    * No need to maintain separate accounts for different operators
    * Consistent login experience across all programs
    * Single point of contact for platform-related issues
    * One identity can maintain multiple affiliates under one or multiple companies requiring less operational overhead
  </Accordion>

  <Accordion title="Faster Onboarding">
    **Quick Program Joining:**

    * Your profile and credentials work immediately with new programs
    * No repetitive account creation processes
    * Streamlined application process using existing profile data

    **Pre-Verified Information:**

    * Tax documentation shared across programs
    * Payment methods configured once for all programs
    * Profile information pre-populated for applications
  </Accordion>
</AccordionGroup>

***

## How Programs Work on Affelios

<Card title="Program Access Models" icon="door-open">
  Programs on Affelios operate independently but share your unified identity. Understanding how to access and join programs helps you build a diverse affiliate portfolio effectively.
</Card>

### Program Access Methods

<Tabs>
  <Tab title="Direct Invitations">
    <Card title="Invitation-Based Programs" icon="envelope">
      **How Invitations Work:**

      * Operators may invite you directly to their programs
      * Accept invitations with a single click
      * No additional account setup required

      **When You Get Invited:**

      * Through referrals from other affiliates
      * After expressing interest to program operators
      * For exclusive or premium programs
    </Card>
  </Tab>

  <Tab title="Auto-Approval">
    <Card title="Instant Access Programs" icon="bolt">
      **Immediate Access:**

      * Some programs offer instant approval
      * Join immediately upon application
      * Start promoting right away
      * Perfect for getting started quickly

      **Auto-Approval Criteria:**

      * Programs with open admission policies
      * Basic requirements that your profile meets
      * Low-risk promotional methods
      * General audience targeting
    </Card>
  </Tab>
</Tabs>

### Understanding Program Variations

<Info>
  While your Affelios Identity remains consistent, each program on the platform may have different terms, requirements, and commission structures. Understanding these differences helps you make informed decisions about which programs to join.
</Info>

<AccordionGroup>
  <Accordion title="Commission Structures">
    **Varied Earning Models:**

    * **Fixed amounts per conversion** - Predictable earnings regardless of sale value
    * **Percentage-based commissions** - Earnings scale with sale amounts
    * **Tiered commission rates** - Higher rates for better performance
    * **Performance bonuses and incentives** - Additional rewards for top performers

    **Program-Specific Rates:**

    * Each program sets its own commission rates
    * Rates may vary by product category
    * Special promotions may offer temporary rate increases
    * Volume bonuses may apply for high performers
  </Accordion>

  <Accordion title="Program Requirements">
    **Quality Standards:**

    * **Traffic quality standards** - Expectations for visitor engagement
    * **Geographic restrictions** - Specific regions or countries
    * **Promotional method guidelines** - Approved marketing channels
    * **Content approval processes** - Review requirements for promotional materials

    **Compliance Expectations:**

    * Brand guideline adherence
    * Trademark usage rules
    * Advertising restrictions
    * Disclosure requirements
  </Accordion>

  <Accordion title="Payment Terms">
    **Payment Schedules:**

    * Weekly, bi-weekly, or monthly payment cycles
    * Minimum payout thresholds
    * Payment processing times
    * Available payment methods

    **Financial Considerations:**

    * Currency options for international affiliates
    * Tax handling and documentation
    * Invoice generation processes
    * Refund and chargeback policies
  </Accordion>
</AccordionGroup>

***

## Joining Your First Program

<Card title="Getting Started" icon="rocket">
  Setting up your Affelios Identity serves as your foundation for joining all programs on the platform. A complete, professional profile increases your chances of approval and helps you get started faster.
</Card>

### Profile Setup for Success

<Steps>
  <Step title="Complete Your Affiliate Profile">
    Fill out all sections of your Affelios Identity profile:

    * Personal and business information
    * Marketing experience and background
    * Traffic sources and promotional methods
    * Audience demographics and size
    * Previous affiliate marketing experience
  </Step>

  <Step title="Configure Payment Information">
    Set up your payment preferences:

    * Choose preferred payment method
    * Enter banking or payment processor details
    * Configure tax settings and VAT status
  </Step>

  <Step title="Get Approved and Start Promoting">
    Maximize your chances of approval and hit the ground running:

    * Clearly explain your target audience and niche
    * List the marketing channels and platforms you plan to use
    * Share your content and promotion strategies
    * Estimate your expected traffic and reach
    * Include any relevant past results or case studies
  </Step>
</Steps>

***

## Ongoing Program Management

<Card title="Real Benefits" icon="gauge">
  Your Affelios identity provides centralized management capabilities that make handling multiple programs efficient and effective.
</Card>

***

## Next Steps and Resources

<Card title="Continue Your Journey" icon="arrow-right">
  <Info>
    You're now equipped with the knowledge to leverage your unified Affelios Identity effectively across multiple affiliate programs. Here are additional resources to help you maximize your success.
  </Info>

  **Essential Next Steps:**

  * [Affiliate Onboarding Guide](/knowledge-base/affiliates/onboarding) - Complete setup process
  * [Platform Dashboard Guide](/knowledge-base/platform/dashboard) - Master dashboard features
  * [Tracking Links Guide](/knowledge-base/affiliates/tracking-links) - Advanced link strategies
  * [Earning Commissions](/knowledge-base/affiliates/earning-commissions) - Optimize your earnings

  **Advanced Resources:**

  * [Platform Overview](/knowledge-base/overview/what-is-affelios) - Understanding the Affelios ecosystem
  * [Commission Plans](/knowledge-base/platform/commission-plans) - Deep dive into earning structures
  * [Reporting](/knowledge-base/platform/reporting) - Advanced analytics and insights
  * [Troubleshooting](/knowledge-base/troubleshooting/common-issues) - Solutions to common issues

  **Growth Resources:**

  * [Scaling Strategies](/knowledge-base/operations/scaling) - Advanced growth tactics
  * [Security Best Practices](/knowledge-base/operations/security) - Protect your affiliate business
  * [FAQ](/knowledge-base/faq/glossary) - Frequently asked questions and terminology
</Card>

<Tip>
  Your unified Affelios Identity is your gateway to building a successful, diversified affiliate marketing business. Focus on building strong relationships, providing value to your audience, and consistently optimizing your approach based on the comprehensive data available through your unified dashboard.
</Tip>


# Invoice Generation & VAT Calculation
Source: https://docs.affelios.com/knowledge-base/affiliates/invoice-generation-vat

Learn how affiliate invoices are generated and how to properly configure VAT and tax settings for accurate invoice calculations

<Info>
  This guide explains how invoice generation works in Affelios and how to properly configure your tax settings to ensure accurate VAT calculations on your affiliate commission invoices.
</Info>

## Understanding Invoice Generation

<Card title="The Invoice Generation Process" icon="file-invoice">
  In Affelios, invoices are automatically generated during payout periods by program administrators. These invoices document your earned commissions and any applicable taxes, providing the official record needed for payment processing and tax compliance.
</Card>

### How Invoice Generation Works

<Info>
  Invoices are created during the payout process and are run by program administrators according to their payment schedules. Once generated, you can access all your invoices through the "Payouts" section in your affiliate dashboard.
</Info>

**Key Invoice Generation Concepts:**

* **Automated Process:** Invoices are generated automatically during payout runs
* **Program-Controlled:** Program administrators control when payouts and invoices are processed
* **Threshold Requirements:** Some programs require minimum commission thresholds before generating payouts
* **Tax Integration:** VAT and tax calculations are included when properly configured

### The Invoice Lifecycle

<Steps>
  <Step title="Commission Accumulation">
    Your affiliate commissions accumulate throughout the tracking period based on successful sales and conversions from your promotional activities.
  </Step>

  <Step title="Payout Period Trigger">
    Program administrators run payout processes according to their schedule (weekly, monthly, quarterly, etc.) based on program terms.
  </Step>

  <Step title="Threshold Verification">
    The system checks if you've met any minimum commission thresholds required by the program before generating a payout.
  </Step>

  <Step title="Tax Calculation">
    If you have tax settings configured, VAT and other applicable taxes are calculated based on your settings and local regulations.
  </Step>

  <Step title="Invoice Generation">
    The system generates your invoice with commission details, tax calculations, and payment information.
  </Step>

  <Step title="Invoice Access">
    Your completed invoice becomes available in the "Payouts" section of your affiliate dashboard for download and record-keeping.
  </Step>
</Steps>

### Accessing Your Invoices

<AccordionGroup>
  <Accordion title="Finding Your Invoices">
    **Navigation Path:**

    1. Log into your affiliate dashboard
    2. Select **"Payouts"** from the left-hand navigation menu
    3. Browse your available invoices by date and program
    4. Download individual invoices as needed for your records

    **Invoice Information Included:**

    * Commission period covered
    * Total commission amount earned
    * Tax calculations and deductions
    * Net payment amount
    * Payment method used
    * Invoice date and number
  </Accordion>

  <Accordion title="Invoice Status Types">
    **Common Invoice Statuses:**

    * **Pending:** Invoice generated but payment not yet processed
    * **Processing:** Payment is being processed through your chosen method
    * **Completed:** Payment has been successfully sent to your account
    * **Failed:** Payment attempt failed (usually due to account issues)
    * **Cancelled:** Invoice cancelled due to program changes or issues

    **Status Monitoring:**

    * Check invoice status regularly to track payment progress
    * Contact program administrators if invoices remain pending unusually long
    * Update payment methods if payment failures occur
  </Accordion>
</AccordionGroup>

***

## Understanding VAT and Tax Calculations

<Card title="Tax Compliance for Affiliate Commissions" icon="calculator">
  VAT (Value Added Tax) and other tax calculations are automatically computed during invoice generation when you have properly configured your tax settings. Understanding these calculations helps ensure compliance and accurate financial record-keeping.
</Card>

### How VAT Calculation Works

<Info>
  VAT is calculated during the payout process based on your configured tax settings. If your tax settings are not properly set up in your affiliate payout settings, tax calculations will not appear on your invoices, potentially causing compliance issues.
</Info>

**VAT Calculation Process:**

1. **Tax Settings Check:** System verifies your Tax ID and percentage settings
2. **Jurisdiction Determination:** Identifies applicable tax rates based on your location and program
3. **Commission Base:** Calculates VAT on your gross commission amount
4. **Net Calculation:** Determines your net payment after tax deductions
5. **Invoice Documentation:** Records all tax calculations on your invoice

### Tax Setting Requirements

<AccordionGroup>
  <Accordion title="Required Tax Information">
    **Essential Tax Details:**

    * **Tax ID Number:** Your official tax identification number (VAT number, SSN, EIN, etc.)
    * **Tax Percentage:** The applicable tax rate for your jurisdiction and situation
    * **Business Classification:** Whether you're operating as an individual or business entity
    * **Geographic Location:** Your tax residence for compliance purposes

    **Important Notes:**

    * Tax calculations will NOT appear on invoices without specified Tax IDs
    * Previous invoices cannot be regenerated with updated tax calculations
    * Only future invoices will include tax calculations after setup
    * Consult tax professionals for complex situations
  </Accordion>

  <Accordion title="International Tax Considerations">
    **Cross-Border Tax Issues:**

    * **Double Taxation:** Understanding treaties between countries
    * **Withholding Taxes:** Taxes deducted at source by foreign programs
    * **Local Reporting:** Your responsibility to report income in your tax jurisdiction
    * **Currency Conversion:** Tax calculations on foreign currency earnings

    **Common International Scenarios:**

    * EU affiliates promoting US programs (FATCA compliance)
    * US affiliates promoting international programs
    * Non-EU affiliates working with EU programs (VAT obligations)
    * Digital services tax implications for online affiliate income
  </Accordion>
</AccordionGroup>

***

## Setting Up Your Tax Configuration

<Card title="Configuring Tax Settings for Accurate Invoices" icon="gear">
  Proper tax configuration ensures your invoices include accurate VAT calculations and meet compliance requirements. This setup must be completed before invoice generation to be included in your payments.
</Card>

### Accessing Tax Settings

<Steps>
  <Step title="Navigate to Affiliate Settings">
    From your dashboard, select **"Affiliates"** from the left-hand navigation menu to access your affiliate management area.
  </Step>

  <Step title="Select Your Affiliate Profile">
    Choose the affiliate account you want to configure. If you manage multiple affiliate accounts, you'll need to repeat this process for each one.
  </Step>

  <Step title="Access Payout Details">
    Navigate to the **"Payout Details"** section for your selected affiliate account where all payment and tax settings are managed.
  </Step>

  <Step title="Locate Tax Settings">
    Scroll down to find your **Tax Settings** section within the Payout Details area.
  </Step>

  <Step title="Configure Tax Information">
    Add your Tax IDs and specify your tax calculation percentage based on your local requirements and business structure.
  </Step>

  <Step title="Save and Verify">
    Save your tax settings and verify all information is accurate. These settings will apply to all future invoice generations.
  </Step>
</Steps>

### Tax Configuration Best Practices

<AccordionGroup>
  <Accordion title="Determining Your Tax Rate">
    **Tax Rate Research:**

    * Consult local tax authorities for current VAT rates
    * Consider your business classification (individual vs. entity)
    * Account for any tax exemptions you may qualify for
    * Research international tax treaties if working across borders

    **Common Tax Scenarios:**

    * **EU VAT:** Typically 15-27% depending on country
    * **US Sales Tax:** Varies by state and local jurisdiction
    * **GST/HST:** Canada's goods and services tax
    * **Business Tax:** Corporate tax rates for business entities

    **Professional Guidance:**

    * Consult qualified tax professionals for complex situations
    * Consider hiring accountants familiar with affiliate marketing
    * Stay updated on changing tax regulations
    * Maintain detailed records for tax filing purposes
  </Accordion>

  <Accordion title="Tax ID Verification">
    **Verification Tips:**

    * Ensure Tax ID format matches your country's requirements
    * Double-check all numbers for accuracy before saving
    * Use official government-issued tax identification numbers
    * Keep copies of official documentation for your records
  </Accordion>

  <Accordion title="Multiple Jurisdiction Handling">
    **Multi-Location Considerations:**

    * **Primary Tax Residence:** Configure based on your main tax jurisdiction
    * **Secondary Obligations:** Understand additional reporting requirements
    * **Program-Specific Rules:** Some programs may have specific tax treatments
    * **Record Keeping:** Maintain detailed records for all jurisdictions

    **Setup Strategy:**

    * Configure settings for your primary tax residence
    * Document any additional tax obligations separately
    * Consult tax professionals for complex multi-jurisdiction situations
    * Consider using separate affiliate accounts for different tax treatments
  </Accordion>
</AccordionGroup>

***

## Commission Thresholds and Payout Requirements

<Card title="Understanding Payment Prerequisites" icon="chart-line">
  Many affiliate programs have specific requirements that must be met before invoices are generated and payments processed. Understanding these requirements helps you plan your promotional activities and cash flow expectations.
</Card>

### Common Threshold Requirements

<AccordionGroup>
  <Accordion title="Minimum Commission Thresholds">
    **Typical Threshold Scenarios:**

    * **Minimum Payout Amount:** Must earn \$500 amount before payout
    * **Monthly Minimums:** Must reach threshold within specific time periods
    * **Cumulative Thresholds:** Total earnings across multiple periods
    * **Product-Specific Minimums:** Different thresholds for different product categories

    **Impact on Invoice Generation:**

    * Invoices are NOT generated until thresholds are met
    * Commissions accumulate until next payout period when threshold is reached
    * You'll be notified when thresholds prevent payout generation
    * Multiple programs may have different threshold requirements

    **Threshold Management Strategies:**

    * Track your progress toward minimum thresholds
    * Focus promotional efforts to reach thresholds faster
    * Consider threshold requirements when choosing programs
    * Plan cash flow around threshold-based payment schedules
  </Accordion>

  <Accordion title="Resolution Strategies">
    **When Thresholds Aren't Met:**

    * Contact program administrators to understand specific requirements
    * Review your promotional strategies to increase commission volume
    * Consider adjusting your promotional mix to reach thresholds faster
    * Ask about alternative threshold arrangements for high-quality affiliates

    **Communication with Program Administrators:**

    * Be proactive in addressing threshold issues
    * Provide context about your promotional efforts and plans
    * Ask for guidance on optimizing performance to meet requirements
    * Maintain professional relationships for potential threshold adjustments
  </Accordion>
</AccordionGroup>

***

## Invoice Management and Record Keeping

<Card title="Organizing Your Financial Records" icon="folder">
  Proper invoice management ensures you maintain accurate financial records for tax compliance, business planning, and performance analysis across your affiliate activities.
</Card>

### Invoice Organization Best Practices

<AccordionGroup>
  <Accordion title="Record Keeping Systems">
    **Digital Organization:**

    * Download and save all invoices immediately when available
    * Create folder structures organized by program and date
    * Use consistent naming conventions for easy searching
    * Backup invoice files to cloud storage for security

    **Spreadsheet Tracking:**

    * Maintain master spreadsheet with all invoice data
    * Track commission amounts, tax deductions, and net payments
    * Record payment dates and methods for cash flow analysis
    * Include program names and invoice numbers for reference
  </Accordion>

  <Accordion title="Tax Compliance Documentation">
    **Essential Tax Records:**

    * All original invoices with tax calculations
    * Payment confirmations and bank statements
    * Currency conversion records for international payments
    * Business expense records related to affiliate activities

    **Annual Tax Preparation:**

    * Summarize total affiliate income by tax year
    * Calculate total tax payments and withholdings
    * Organize supporting documentation for tax filing
    * Prepare schedules for different types of affiliate income

    **Retention Guidelines:**

    * Keep tax-related records for minimum 7 years
    * Maintain digital and physical backups
    * Store records in accessible but secure locations
    * Consider professional tax preparation for complex situations
  </Accordion>

  <Accordion title="Performance Analysis">
    **Invoice-Based Analytics:**

    * Track commission trends across different programs
    * Analyze tax efficiency and net payment rates
    * Monitor payment timing and cash flow patterns
    * Compare performance across different promotional strategies

    **Financial Planning:**

    * Use invoice data for income forecasting
    * Plan for tax payments based on historical calculations
    * Identify seasonal trends in commission payments
    * Set financial goals based on invoice performance data
  </Accordion>
</AccordionGroup>

***

## Advanced Invoice and Tax Management

<Card title="Optimizing Your Tax and Invoice Strategy" icon="chart-line">
  Advanced invoice management involves optimizing your tax configuration, understanding complex scenarios, and leveraging invoice data for business planning and compliance efficiency.
</Card>

### Multi-Program Tax Strategy

<AccordionGroup>
  <Accordion title="Coordinated Tax Management">
    **Multi-Program Considerations:**

    * Consistent tax settings across all affiliate programs
    * Understanding different programs' tax treatments
    * Coordinating international tax obligations
    * Managing varying invoice schedules and formats

    **Optimization Strategies:**

    * Standardize tax configuration across programs where possible
    * Track total tax obligations across all affiliate income
    * Plan for quarterly or annual tax payments
    * Consider professional tax management for multiple income streams
  </Accordion>

  <Accordion title="International Tax Compliance">
    **Cross-Border Complexity:**

    * Understanding treaty benefits between countries
    * Managing withholding tax obligations
    * Currency conversion and exchange rate impacts
    * Multiple jurisdiction reporting requirements

    **Compliance Strategies:**

    * Work with international tax professionals
    * Maintain detailed records of all international income
    * Understand reporting deadlines in all relevant jurisdictions
    * Consider tax-efficient business structures for international activities
  </Accordion>

  <Accordion title="Business Structure Optimization">
    **Entity Considerations:**

    * Individual vs. business entity tax treatments
    * Pass-through taxation for partnerships and LLCs
    * Corporate tax rates vs. individual rates
    * Business expense deductions for affiliate activities

    **Optimization Planning:**

    * Evaluate business structure efficiency annually
    * Consider professional consultation for structure changes
    * Plan for growth and scaling considerations
    * Understand state and local tax implications
  </Accordion>
</AccordionGroup>

### Invoice Analytics and Planning

<AccordionGroup>
  <Accordion title="Financial Performance Analysis">
    **Key Metrics from Invoice Data:**

    * Effective tax rates across different programs
    * Net payment ratios and commission efficiency
    * Seasonal patterns in commission and tax payments
    * Program performance after tax considerations

    **Analysis Applications:**

    * Identify most tax-efficient affiliate programs
    * Plan for tax payment timing and cash flow
    * Optimize promotional efforts based on net returns
    * Set financial goals accounting for tax obligations
  </Accordion>

  <Accordion title="Cash Flow Management">
    **Invoice-Based Planning:**

    * Predict monthly and quarterly income patterns
    * Plan for tax payment deadlines and amounts
    * Manage currency conversion timing for international payments
    * Coordinate payment timing across multiple programs

    **Financial Planning Tools:**

    * Create cash flow projections based on invoice history
    * Set aside tax payments as invoices are received
    * Plan business investments based on net affiliate income
    * Use invoice timing to optimize banking and investment strategies
  </Accordion>
</AccordionGroup>

***

## Mastering Invoice and Tax Management: Next Steps

<Card title="Building Efficient Invoice and Tax Systems" icon="arrow-right">
  <Info>
    With properly configured tax settings and organized invoice management, you're ready to handle affiliate commission documentation professionally and maintain compliance across all your affiliate activities. Success comes from proactive tax configuration, systematic record keeping, and regular monitoring of invoice generation processes.
  </Info>

  **Your Invoice Management Journey:**

  1. **Configure Tax Settings:** Set up accurate Tax IDs and percentages for all affiliate accounts
  2. **Organize Systems:** Create systematic approaches to invoice storage and record keeping
  3. **Monitor Generation:** Track invoice timing and troubleshoot issues proactively
  4. **Analyze Performance:** Use invoice data for financial planning and tax optimization
  5. **Maintain Compliance:** Stay current with tax obligations and regulatory changes

  **Essential Next Reading:**

  * [Payout Methods](/knowledge-base/affiliates/payout-methods) - Configure payment methods for invoice processing
  * [Earning Commissions](/knowledge-base/affiliates/earning-commissions) - Understand commission calculation and optimization
  * [Platform Dashboard](/knowledge-base/platform/dashboard) - Monitor invoice status and payment processing
  * [Payouts and Billing](/knowledge-base/platform/payouts-and-billing) - Deep dive into payment processing systems

  **Tax and Compliance Resources:**

  * [Legal Compliance](/knowledge-base/legal/affiliate-policies) - Understanding legal requirements for affiliate income
  * [Data Privacy](/knowledge-base/legal/data-privacy) - Privacy considerations for financial documentation
  * [Security Guidelines](/knowledge-base/operations/security) - Protecting financial and tax information

  **For Advanced Users:**

  * [API Documentation](/developers/reference/overview) - Programmatic access to invoice and payment data
  * [Integration Guides](/integrations/api/overview) - Connect invoice systems with accounting software

  **Professional Resources:**

  * **Tax Professionals:** Consult qualified accountants familiar with affiliate marketing
  * **Business Structure:** Consider professional guidance for entity optimization
  * **International Compliance:** Work with professionals for cross-border tax issues
</Card>

<Tip>
  **Tax Configuration Priority:** Set up your tax settings immediately after joining affiliate programs, before your first commission period ends. Tax calculations cannot be retroactively added to previous invoices, so early configuration ensures all your affiliate income is properly documented for tax compliance from the start.
</Tip>


# Affiliate Onboarding Guide
Source: https://docs.affelios.com/knowledge-base/affiliates/onboarding

Complete guide for affiliates to join, configure, and start earning with Affelios affiliate programs

<Info>
  This comprehensive guide walks through all the steps an **affiliate** must take to join an affiliate program, set up their account, and start earning commissions in Affelios. Follow this step-by-step process to get started with affiliate marketing successfully.
</Info>

## Understanding Affiliate Marketing

<Info>
  New to affiliate marketing? This section explains the basics of how affiliate marketing works and what you can expect as an affiliate partner.
</Info>

Affiliate marketing is a performance-based marketing strategy where you earn commissions by promoting other companies' products or services. Here's how it works:

<Tabs>
  <Tab title="The Process">
    <Card title="How Affiliate Marketing Works" icon="arrow-progress">
      1. **Join a Program:** Apply to become an affiliate for brands you want to promote
      2. **Create Trackers:** Set up trackers to segment your traffic sources and campaigns
      3. **Get Tracking Links:** Receive unique tracking links by selecting brands/products for your trackers
      4. **Promote Products:** Share your tracking links through your marketing channels
      5. **Earn Commissions:** Get paid when people purchase through your links
    </Card>
  </Tab>

  <Tab title="Benefits">
    <Card title="Why Choose Affiliate Marketing" icon="star">
      **Flexibility:**

      * Work from anywhere
      * Choose your own schedule
      * Select products you believe in

      **Income Potential:**

      * Performance-based earnings
      * Passive income opportunities
      * No income ceiling

      **Low Barrier to Entry:**

      * No upfront costs
      * No inventory required
      * Marketing support provided
    </Card>
  </Tab>

  <Tab title="Requirements">
    <Card title="What You Need" icon="list-check">
      **Marketing Channels:**

      * Website, blog, or social media presence
      * Email list or content creation ability
      * Traffic generation strategy

      **Basic Skills:**

      * Content creation
      * Basic marketing knowledge
      * Analytics understanding (helpful but not required)
    </Card>
  </Tab>
</Tabs>

<Tip>
  Success in affiliate marketing comes from choosing products that align with your audience's interests and providing genuine value through your promotional content.
</Tip>

***

## Creating Your Affelios Identity

<Card title="Affelios Identity" icon="user-plus">
  Your **Affelios Identity** is your universal account that allows you to join and manage multiple affiliate programs across the Affelios platform. Once you create your Identity, you can easily apply to different programs without needing to create separate accounts for each one.
</Card>

<Info>
  **One Account, Multiple Programs:** With a single Affelios Identity, you can join multiple affiliate programs, manage all your partnerships from one dashboard, and maintain a consistent profile across all programs you participate in.
</Info>

<Info>
  **Multiple Affiliates:** As a user, you can also create multiple affiliate accounts under your single Affelios Identity. This allows you to manage different affiliate personas or business entities while keeping everything organized under one login.
</Info>

<Steps>
  <Step title="Find an Affiliate Program">
    Browse available affiliate programs or use the direct invitation link provided by the program operator.
  </Step>

  <Step title="Create Your Affelios Identity">
    Create a new **Affelios Identity** account if you don't already have one. This single account will serve as your gateway to all Affelios affiliate programs.
  </Step>

  <Step title="Program Onboarding">
    Complete the program's onboarding steps. Each program will require you to complete its own onboarding process, which may include providing information about your marketing channels, audience, and promotional methods.
  </Step>

  <Step title="Approval Process">
    Depending on the program's requirements, you may need to wait for approval or be granted immediate access. Some programs offer **auto-approval**, meaning you'll be accepted immediately upon application. Others require manual review to ensure quality and alignment with their brand standards, or may even require you to contact the program's administrators directly for approval. This process can take anywhere from immediate access to several days.
  </Step>

  <Step title="Account Activation">
    Once approved, you'll receive a confirmation email and gain access to your affiliate portal for that specific program.
  </Step>
</Steps>

***

## Setting Up Your Payout Method

<Card title="Payment Configuration" icon="credit-card">
  Configure your preferred payment method to ensure you receive your commission payments smoothly and on schedule.
</Card>

One of the first and most important steps after account approval is setting up how you want to receive your commission payments.

### Available Payout Methods

The specific payment methods available will depend on the program you've joined, as different programs may have varying operational requirements, geographic restrictions, or preferred payment processors. Typically available methods include:

<AccordionGroup>
  <Accordion title="Bank Transfer">
    **Direct Bank Transfer:**

    * Most reliable and widely accepted method
    * Requires your banking details (account number, routing number, etc.)
    * May take 3-5 business days to process
    * Usually the preferred method for larger payments

    **Required Information:**

    * Bank account number
    * Routing number
    * Account holder name
    * Bank name and address
  </Accordion>

  <Accordion title="PayPal">
    **PayPal Payments:**

    * Fast and convenient for international affiliates
    * Instant or near-instant transfers
    * Requires verified PayPal account
    * May have processing fees

    **Setup Requirements:**

    * Verified PayPal account
    * Email address associated with PayPal
    * Ensure PayPal account can receive business payments
  </Accordion>

  <Accordion title="Cryptocurrency">
    **Digital Currency Payments:**

    * Available for tech-savvy affiliates
    * Usually faster than traditional banking
    * Requires crypto wallet address
    * May have network fees

    **Supported Cryptocurrencies (varies by program):**

    * Bitcoin (BTC)
    * Ethereum (ETH)
    * USDC/USDT stablecoins
  </Accordion>

  <Accordion title="Other Methods">
    **Additional Options:**
    Some programs may offer other payment methods such as:

    * Wire transfers
    * Digital wallets (Skrill, Neteller, etc.)
    * Gift cards or store credit
    * Check payments (less common)
  </Accordion>
</AccordionGroup>

### Setting Up Your Payout Method

<Steps>
  <Step title="Access Payment Settings">
    Navigate to your affiliate settings and find the **Payment Settings** or **Payout Methods** section.
  </Step>

  <Step title="Choose Payment Method">
    Select your preferred payment method from the available options.
  </Step>

  <Step title="Enter Payment Details">
    Provide the required information for your chosen payment method:

    * Bank details for transfers
    * PayPal email for PayPal payments
    * Wallet address for cryptocurrency
  </Step>

  <Step title="Verify Information">
    Double-check all payment details for accuracy. Incorrect information can delay payments.
  </Step>

  <Step title="Save and Confirm">
    Save your payment settings and look for confirmation that your method has been set up successfully.
  </Step>
</Steps>

<Warning>
  Ensure all payment information is accurate and up-to-date. Incorrect payment details can result in payment delays or failed transactions. You may need to provide additional verification documents for some payment methods.
</Warning>

***

## Understanding Commission Structure

<Card title="Commission Plans" icon="percent">
  Learn how you'll earn money through the affiliate program and understand the different types of commission structures available.
</Card>

### Types of Commission Structures

<AccordionGroup>
  <Accordion title="Revenue Share">
    **Percentage-Based Commissions:**

    * Earn a percentage of each sale you generate
    * Typically ranges from 3% to 50+ depending on the industry
    * Higher-value products often have lower percentages
    * Your earnings scale with the sale amount

    **Example:**

    * Product price: \$100
    * Commission rate: 10%
    * Your earnings: \$10
  </Accordion>

  <Accordion title="Cost Per Action (CPA)">
    **Fixed Commission Per Conversion:**

    * Earn a fixed amount for each conversion
    * Predictable earnings regardless of sale value
    * Common for lead generation and subscription services
    * Easy to calculate potential earnings

    **Example:**

    * Fixed commission: \$25 per sale
    * Sales generated: 5
    * Your earnings: \$125
  </Accordion>

  <Accordion title="Hybrid Model">
    **Combination of Revenue Share and CPA:**

    * Combines percentage and fixed components
    * Provides both base income and scaling potential
    * More complex but can be more rewarding

    **Example:**

    * Base commission: \$10 per sale
    * Plus: 5% of sale value
    * Sale value: \$200
    * Your earnings: $10 + ($200 × 5%) = \$20
  </Accordion>

  <Accordion title="Tiered Commission">
    **Performance-Based Rate Increases:**

    * Commission rates increase with performance
    * Rewards high-performing affiliates
    * Encourages volume growth
    * Can apply to any commission type

    **Example Tiers:**

    * 0-10 sales: 5% commission
    * 11-25 sales: 7% commission
    * 26+ sales: 10% commission
  </Accordion>
</AccordionGroup>

### Understanding Your Commission Plan

<Steps>
  <Step title="Review Program Details">
    Check your affiliate settings or program documentation for commission rates and structure.
  </Step>

  <Step title="Understand Payment Terms">
    Learn about:

    * Minimum payout thresholds
    * Payment schedules (weekly, monthly, etc.)
    * Payment processing times
  </Step>

  <Step title="Check for Bonuses">
    Look for additional earning opportunities:

    * Performance bonuses
    * Seasonal promotions
    * Referral bonuses for bringing in other affiliates
  </Step>
</Steps>

***

## Invoice Generation & VAT Calculation

<Card title="Tax & Invoicing" icon="receipt">
  Understand how invoices are generated and how VAT calculations work for your affiliate earnings.
</Card>

### Invoice Generation Process

<Info>
  Affelios automatically generates invoices for your affiliate earnings, helping you maintain proper financial records for tax purposes.
</Info>

<AccordionGroup>
  <Accordion title="Automatic Invoice Creation">
    **When Invoices Are Generated:**

    * Automatically created when you reach the minimum payout threshold
    * Generated according to the program's payment schedule
    * Include all necessary tax information and calculations

    **Invoice Contents:**

    * Your affiliate information
    * Earnings breakdown by period
    * VAT calculations (if applicable)
    * Payment method details
    * Transaction references
  </Accordion>

  <Accordion title="VAT Handling">
    **Understanding VAT Requirements:**

    * VAT treatment depends on your location and tax status
    * Some affiliates need to charge VAT on their services
    * Others receive payments with VAT already handled
    * System automatically calculates based on your settings

    **VAT Status Options:**

    * **VAT Registered:** You charge VAT and handle your own tax obligations
    * **Non-VAT Registered:** Platform handles VAT calculations for you
    * **International:** Special handling for cross-border transactions
  </Accordion>

  <Accordion title="Tax Documentation">
    **Important Records:**

    * Keep all invoices for tax purposes
    * Track your earnings by tax year
    * Maintain records of business expenses
    * Consult with tax professionals for complex situations
  </Accordion>
</AccordionGroup>

### Setting Up Tax Information

<Steps>
  <Step title="Complete Tax Profile">
    Provide your tax information in your affiliate settings, including:

    * Tax ID or Social Security Number
    * VAT registration number (if applicable)
    * Business registration details
  </Step>

  <Step title="Choose VAT Treatment">
    Select the appropriate VAT handling for your situation:

    * VAT registered business
    * Individual/sole trader
    * International affiliate
  </Step>

  <Step title="Verify Information">
    Ensure all tax information is accurate to avoid issues with payments and tax reporting.
  </Step>
</Steps>

<Warning>
  Tax requirements vary by country and individual circumstances. It's recommended to consult with a tax professional or accountant to ensure you're handling your affiliate income correctly for tax purposes.
</Warning>

***

## Navigating Your Affiliate Dashboard

<Card title="Dashboard Overview" icon="gauge">
  Learn how to use your affiliate portal effectively to track performance, generate links, and manage your account.
</Card>

### Key Dashboard Sections

<AccordionGroup>
  <Accordion title="Performance Overview">
    **Key Metrics Displayed:**

    * Total clicks on your affiliate links
    * Conversion rates and successful sales
    * Total earnings (current period and all-time)
    * Top-performing products and campaigns

    **Understanding Your Data:**

    * **Click-through Rate (CTR):** Percentage of people who click your links
    * **Conversion Rate:** Percentage of clicks that result in sales
    * **Earnings Per Click (EPC):** Average earnings per click generated
    * **Average Order Value (AOV):** Average value of sales you generate
  </Accordion>

  <Accordion title="Tracker Management">
    **Creating and Managing Trackers:**

    * Create new trackers with descriptive names for different traffic sources
    * Browse available brands and products to associate with your trackers
    * Generate unique tracking links by selecting brand/product combinations for each tracker
    * Organize trackers by campaign, traffic source, or promotional strategy

    **Tracker Analytics:**

    * View performance metrics for each tracker
    * Compare tracker performance to optimize your strategy
    * Track clicks, conversions, and earnings by traffic source
    * Export tracker data for external analysis
  </Accordion>

  <Accordion title="Marketing Assets">
    **Available Resources:**

    * Product images and banners
    * HTML5 creative packages
    * Brand logos and guidelines
    * Product descriptions and copy

    **Using Marketing Materials:**

    * Download high-quality images
    * Access different banner sizes for various placements
    * Get branded content that converts well
    * Follow brand guidelines for consistency
  </Accordion>

  <Accordion title="Payment History">
    **Financial Tracking:**

    * View all payment history
    * Download invoices and tax documents
    * Track pending payments
    * Monitor commission earnings over time
  </Accordion>
</AccordionGroup>

***

## Creating Trackers and Getting Tracking Links

<Card title="Tracker Creation & Management" icon="link">
  Learn how to create trackers to segment your traffic and get tracking links for effective affiliate promotion.
</Card>

### Understanding Trackers

<Info>
  A **tracker** is what you use to segregate attributions so you can see which traffic sources and campaigns perform better than others. For example, you might create a "homepage tracker" for traffic from your website's homepage or a "youtube tracker" for traffic from your YouTube channel.
</Info>

### Creating Your First Tracker

<Steps>
  <Step title="Create a Tracker">
    In your affiliate portal, navigate to the trackers section and create a new tracker. Give it a descriptive name like "homepage", "youtube", "email-newsletter", etc.
  </Step>

  <Step title="Choose a Brand">
    Select the brand you want to promote from the available brands in your affiliate program.
  </Step>

  <Step title="Select Product (Optional)">
    You can optionally select a specific product to promote, or leave this blank to promote the brand in general.
  </Step>

  <Step title="Get Your Tracking Link">
    Once you've created your tracker and selected a brand (and optionally a product), the system will provide you with your unique tracking link.
  </Step>

  <Step title="Test Your Link">
    Click your tracking link to ensure it works properly and directs to the correct page.
  </Step>
</Steps>

### Types of Trackers and Their Use Cases

<AccordionGroup>
  <Accordion title="Traffic Source Trackers">
    **Channel-Specific Trackers:**

    * Create separate trackers for each traffic source (homepage, youtube, email, social media)
    * Helps you understand which channels perform best
    * Allows for channel-specific optimization

    **Examples:**

    * "homepage-tracker" for website traffic
    * "youtube-tracker" for YouTube promotions
    * "email-tracker" for email campaigns
    * "instagram-tracker" for Instagram posts
  </Accordion>

  <Accordion title="Campaign Trackers">
    **Campaign-Specific Trackers:**

    * Create trackers for specific campaigns or promotions
    * Track performance of seasonal or special campaigns
    * Compare different promotional strategies

    **Examples:**

    * "holiday-2024-tracker" for holiday promotions
    * "review-tracker" for product review content
    * "comparison-tracker" for comparison articles
  </Accordion>

  <Accordion title="Product-Specific Trackers">
    **Individual Product Trackers:**

    * Create trackers targeting specific products
    * Best for focused product promotions
    * Higher conversion rates when audience is interested in that specific product

    **When to Use:**

    * Product reviews or comparisons
    * Specific product recommendations
    * Targeted email campaigns about individual products
  </Accordion>
</AccordionGroup>

### Best Practices for Tracker and Link Usage

<Card title="Tracker Management Best Practices" icon="lightbulb">
  **Do:**

  * Create descriptive tracker names that clearly identify their purpose
  * Use separate trackers for different traffic sources and campaigns
  * Always use your tracking links (never regular product URLs)
  * Test links before sharing them publicly
  * Monitor tracker performance regularly to optimize your strategy

  **Don't:**

  * Use generic tracker names that don't help with attribution analysis
  * Share raw affiliate links without context
  * Use links in spammy or inappropriate contexts
  * Modify the link parameters (this can break tracking)
  * Mix different traffic sources under the same tracker
</Card>

### Tracker Performance Tracking

<Info>
  Your affiliate portal provides detailed analytics on your tracker performance. Use this data to understand which traffic sources and campaigns perform best and optimize your promotional strategy.
</Info>

<AccordionGroup>
  <Accordion title="Key Metrics to Monitor">
    **Tracker-Level Analytics:**

    * **Clicks:** How many people clicked through each tracker
    * **Conversions:** How many clicks resulted in sales per tracker
    * **Earnings:** Total commission earned from each tracker
    * **EPC (Earnings Per Click):** Average earnings per click by tracker
    * **Conversion Rate:** Percentage of clicks that convert for each tracker
  </Accordion>

  <Accordion title="Optimization Strategies">
    **Improving Performance:**

    * Identify your best-performing trackers and focus more effort on those channels
    * Compare tracker performance to understand which traffic sources convert best
    * Analyze which brands and products work best with specific trackers
    * Reallocate promotional efforts based on tracker performance data
    * Create additional trackers for successful traffic sources to test variations
  </Accordion>
</AccordionGroup>

***

## Marketing Best Practices

<Card title="Promotional Strategies" icon="bullhorn">
  Learn effective strategies for promoting affiliate products and building a sustainable affiliate marketing business.
</Card>

### Content Creation Strategies

<AccordionGroup>
  <Accordion title="Product Reviews">
    **Creating Effective Reviews:**

    * Use the product personally when possible
    * Provide honest, balanced assessments
    * Include both pros and cons
    * Use high-quality images and videos
    * Include your affiliate link naturally within the content

    **Review Structure:**

    * Introduction and first impressions
    * Detailed feature breakdown
    * User experience and real-world testing
    * Comparison with alternatives
    * Final recommendation and call-to-action
  </Accordion>

  <Accordion title="Educational Content">
    **Value-First Approach:**

    * Create tutorials and how-to guides
    * Share industry insights and tips
    * Build trust through expertise
    * Include product recommendations naturally

    **Content Types:**

    * Blog posts and articles
    * Video tutorials
    * Webinars and live streams
    * Email courses
    * Social media tips
  </Accordion>

  <Accordion title="Comparison Content">
    **Comparative Analysis:**

    * Compare multiple products in the same category
    * Highlight unique benefits of each option
    * Help customers make informed decisions
    * Position affiliate products appropriately

    **Comparison Formats:**

    * Side-by-side feature charts
    * "Best of" lists and roundups
    * Video comparisons
    * Pros and cons lists
  </Accordion>
</AccordionGroup>

### Promotional Channels

<Tabs>
  <Tab title="Website/Blog">
    <Card title="Website Optimization" icon="globe">
      **SEO-Optimized Content:**

      * Target relevant keywords
      * Create in-depth, valuable content
      * Optimize for search engines
      * Build organic traffic over time

      **Conversion Optimization:**

      * Strategic link placement
      * Clear call-to-action buttons
      * Mobile-responsive design
      * Fast loading speeds
    </Card>
  </Tab>

  <Tab title="Social Media">
    <Card title="Social Media Strategy" icon="share">
      **Platform-Specific Approaches:**

      * Instagram: Visual content and Stories
      * YouTube: Product demos and reviews
      * TikTok: Short-form engaging videos
      * Twitter: Quick tips and updates
      * Facebook: Community engagement

      **Engagement Tips:**

      * Be authentic and genuine
      * Engage with your audience
      * Use relevant hashtags
      * Post consistently
    </Card>
  </Tab>

  <Tab title="Email Marketing">
    <Card title="Email Campaigns" icon="envelope">
      **List Building:**

      * Create valuable lead magnets
      * Offer exclusive content or discounts
      * Build trust before promoting

      **Email Content:**

      * Product recommendations
      * Exclusive deals and promotions
      * Educational newsletters
      * Personal stories and experiences
    </Card>
  </Tab>

  <Tab title="Paid Advertising">
    <Card title="Paid Promotion" icon="dollar-sign">
      **Advertising Channels:**

      * Google Ads (search and display)
      * Facebook/Instagram Ads
      * YouTube advertising
      * Native advertising platforms

      **Important Considerations:**

      * Check program policies for paid ads
      * Ensure positive ROI
      * Test and optimize campaigns
      * Comply with platform guidelines
    </Card>
  </Tab>
</Tabs>

### Compliance and Disclosure

<Warning>
  Proper disclosure is not just a best practice—it's often legally required. Always follow FTC guidelines and program-specific rules.
</Warning>

<AccordionGroup>
  <Accordion title="Disclosure Requirements">
    **Legal Obligations:**

    * Clearly disclose affiliate relationships
    * Use prominent, easy-to-understand language
    * Include disclosures on all promotional content
    * Follow local and international regulations

    **Disclosure Examples:**

    * "This post contains affiliate links. I may earn a commission if you purchase through these links."
    * "As an Amazon Associate, I earn from qualifying purchases."
    * "#ad" or "#affiliate" hashtags on social media
  </Accordion>

  <Accordion title="Program Compliance">
    **Follow Program Rules:**

    * Read and follow the affiliate agreement
    * Respect trademark and brand guidelines
    * Don't make false or misleading claims
    * Avoid prohibited promotional methods

    **Common Restrictions:**

    * No spam or unsolicited emails
    * No false advertising claims
    * Restrictions on paid search advertising
    * Brand name bidding limitations
  </Accordion>
</AccordionGroup>

***

## Performance Tracking and Optimization

<Card title="Analytics & Optimization" icon="chart-line">
  Learn how to track your performance effectively and optimize your affiliate marketing efforts for better results.
</Card>

### Key Performance Indicators (KPIs)

<AccordionGroup>
  <Accordion title="Traffic Metrics">
    **Understanding Your Traffic:**

    * **Total Clicks:** Volume of traffic you're generating
    * **Traffic Sources:** Where your clicks are coming from
    * **Geographic Distribution:** Location of your audience
    * **Device Breakdown:** Desktop vs. mobile traffic

    **Optimization Strategies:**

    * Focus on channels generating the most traffic
    * Optimize content for mobile if needed
    * Target geographic regions with higher conversion rates
  </Accordion>

  <Accordion title="Conversion Metrics">
    **Measuring Success:**

    * **Conversion Rate:** Percentage of clicks that result in sales
    * **Average Order Value:** Average purchase amount from your referrals
    * **Revenue Per Visitor:** Total earnings divided by total clicks
    * **Customer Lifetime Value:** Long-term value of referred customers

    **Improvement Tactics:**

    * Analyze which content converts best
    * Test different call-to-action strategies
    * Focus on high-intent keywords and content
  </Accordion>

  <Accordion title="Financial Metrics">
    **Revenue Tracking:**

    * **Total Earnings:** Overall commission income
    * **Monthly Recurring Revenue:** Consistent monthly earnings
    * **Earnings Per Click (EPC):** Average earnings per click
    * **Return on Investment (ROI):** Profit vs. time/money invested

    **Financial Optimization:**

    * Focus on high-EPC products and campaigns
    * Calculate ROI for paid advertising efforts
    * Track seasonal trends in earnings
  </Accordion>
</AccordionGroup>

### Testing and Optimization

<Steps>
  <Step title="Establish Baselines">
    Track your current performance metrics to establish starting points for improvement.
  </Step>

  <Step title="Identify Opportunities">
    Look for areas with potential for improvement:

    * Low-converting but high-traffic content
    * Underperforming promotional channels
    * Products with high click-to-conversion rates
  </Step>

  <Step title="Test Improvements">
    Implement changes one at a time:

    * Different content formats
    * Various promotional strategies
    * Alternative product positioning
  </Step>

  <Step title="Measure Results">
    Track the impact of your changes and compare to your baselines.
  </Step>

  <Step title="Scale What Works">
    Double down on successful strategies and eliminate or modify unsuccessful ones.
  </Step>
</Steps>

***

## Growing Your Affiliate Business

<Card title="Scaling Strategies" icon="arrow-trend-up">
  Advanced strategies for growing your affiliate marketing business and increasing your earnings over time.
</Card>

### Building Your Audience

<AccordionGroup>
  <Accordion title="Content Strategy">
    **Long-term Content Planning:**

    * Develop a content calendar
    * Create evergreen content that stays relevant
    * Build topic clusters around your niche
    * Repurpose content across multiple channels

    **Audience Building:**

    * Consistently provide value
    * Engage with your audience regularly
    * Build email lists for direct communication
    * Create communities around shared interests
  </Accordion>

  <Accordion title="Authority Building">
    **Establishing Expertise:**

    * Share personal experiences with products
    * Provide detailed, honest reviews
    * Stay updated on industry trends
    * Network with other professionals in your niche

    **Trust Signals:**

    * Professional website design
    * About page with your background
    * Contact information and responsiveness
    * Consistent branding across channels
  </Accordion>
</AccordionGroup>

### Diversification Strategies

<AccordionGroup>
  <Accordion title="Program Diversification">
    **Multiple Program Benefits:**

    * Reduces dependence on single income source
    * Allows for product comparison content
    * Provides backup if programs change terms
    * Increases overall earning potential

    **Selection Criteria:**

    * Programs that align with your audience
    * Competitive commission rates
    * Strong brand reputation
    * Good affiliate support and resources
  </Accordion>

  <Accordion title="Channel Diversification">
    **Multi-Channel Approach:**

    * Don't rely on just one traffic source
    * Build presence across multiple platforms
    * Create different content types
    * Develop both free and paid traffic strategies

    **Risk Management:**

    * Algorithm changes won't destroy your business
    * Platform policy changes have less impact
    * Seasonal fluctuations are easier to manage
  </Accordion>
</AccordionGroup>

### Advanced Optimization

<AccordionGroup>
  <Accordion title="Conversion Rate Optimization">
    **Testing Strategies:**

    * A/B test different call-to-action phrases
    * Test link placement within content
    * Experiment with different content formats
    * Try various promotional approaches

    **Personalization:**

    * Segment your audience by interests
    * Create targeted content for different segments
    * Use personalized email campaigns
    * Recommend products based on past engagement
  </Accordion>

  <Accordion title="Automation and Scaling">
    **Process Automation:**

    * Use email autoresponders for nurturing
    * Schedule social media posts in advance
    * Create templates for common content types
    * Use analytics tools for automated reporting

    **Team Building:**

    * Consider hiring content creators
    * Work with virtual assistants for routine tasks
    * Collaborate with other affiliates
    * Partner with influencers in your niche
  </Accordion>
</AccordionGroup>

***

## Getting Help and Support

<Card title="Support Resources" icon="life-ring">
  Know where to find help when you need it and how to get the most out of available support resources.
</Card>

### Available Support Channels

<AccordionGroup>
  <Accordion title="Program Support">
    **Direct Program Support:**

    * Check your affiliate portal for support options
    * Look for dedicated affiliate managers
    * Use program-specific help centers or knowledge bases
    * Attend affiliate webinars or training sessions

    **Types of Support:**

    * Technical issues with tracking or payments
    * Marketing materials and promotional guidance
    * Commission questions and account issues
    * Training and best practices advice
  </Accordion>

  <Accordion title="Community Resources">
    **Peer Support:**

    * Join affiliate marketing forums and communities
    * Participate in social media groups
    * Attend industry conferences and meetups
    * Network with other affiliates in your niche

    **Learning Resources:**

    * Online courses and tutorials
    * Industry blogs and publications
    * Podcasts about affiliate marketing
    * Case studies and success stories
  </Accordion>
</AccordionGroup>

### Best Practices for Getting Help

<Info>
  Understanding where to direct your questions ensures you get the fastest and most accurate help for your specific needs.
</Info>

<Steps>
  <Step title="Determine the Type of Issue">
    Identify whether your question is software-related or operations-related:

    **Affelios Support (Software Issues):**

    * Technical problems with the platform or dashboard
    * Login issues or account access problems
    * Tracking link generation or technical functionality
    * Platform bugs or errors

    **Program Administrators/Affiliate Managers (Operations Issues):**

    * Commission rates and payment terms
    * Program-specific policies and requirements
    * Application approval status
    * Marketing materials and promotional guidelines
    * Product information and availability
    * Program-specific compliance questions
  </Step>

  <Step title="Contact the Right Support Channel">
    **For Software Issues:**

    * Use Affelios platform support channels
    * Include technical details like error messages
    * Provide screenshots of any technical problems
    * Include your account information and browser details

    **For Operations Issues:**

    * Contact the specific program's administrators or affiliate managers
    * Check your affiliate portal for program-specific contact information
    * Reference the specific program you're asking about
    * Include your affiliate ID for that particular program
  </Step>
</Steps>

***

## Next Steps and Advanced Resources

<Card title="Continuing Your Journey" icon="arrow-right">
  <Info>
    Congratulations on completing the affiliate onboarding guide! Here are resources to help you continue growing your affiliate marketing business.
  </Info>

  **What's Next?**

  * 🔗 **Master tracking:** <Link href="/knowledge-base/affiliates/tracking-links">How Tracking Links Work</Link> - Learn advanced link strategies and tracker management
  * 💰 **Optimize earnings:** <Link href="/knowledge-base/affiliates/payout-methods">Payout Methods</Link> - Set up payment methods and understand commission structures
  * 🔍 **Find opportunities:** <Link href="/knowledge-base/affiliates/finding-programs">Finding Programs</Link> - Discover and apply to new affiliate programs
  * 📊 **Track performance:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Monitor your performance and optimize campaigns

  **Additional Resources:**

  * 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect with e-commerce platforms
  * 🔧 **Troubleshooting:** <Link href="/knowledge-base/troubleshooting/common-issues">Common Issues</Link> - Solutions to common problems
  * 📚 **Glossary:** <Link href="/knowledge-base/faq/glossary">FAQ & Glossary</Link> - Frequently asked questions and key terms

  **Stay Connected:**

  * Subscribe to affiliate program newsletters
  * Follow industry blogs and thought leaders
  * Join affiliate marketing communities
  * Attend webinars and virtual events
</Card>

<Tip>
  Success in affiliate marketing takes time and consistency. Focus on providing value to your audience, be patient with the process, and continuously optimize your approach based on data and feedback.
</Tip>


# Adding Payout Methods
Source: https://docs.affelios.com/knowledge-base/affiliates/payout-methods

Learn how to set up and manage your affiliate payout methods - from bank transfers to PayPal and cryptocurrency options

<Info>
  This guide walks you through setting up payout methods in Affelios so you can receive your commission payments. You can add payout methods when joining a program for the first time or manage them later through your affiliate dashboard.
</Info>

## Understanding Payout Methods

<Card title="Payment Processing Foundation" icon="credit-card">
  Payout methods are the foundation for receiving your affiliate commissions. Having properly configured payout methods ensures program administrators can generate invoices and disburse your earnings efficiently through your preferred payment channels.
</Card>

### What Are Payout Methods?

<Info>
  Payout methods are the payment channels you configure to receive your affiliate commissions. These can include bank accounts, PayPal accounts, cryptocurrency wallets, or other payment processors. Each method you add gives program administrators more flexibility in processing your payments.
</Info>

**Key Payout Method Concepts:**

* **Payment Flexibility:** Multiple methods give you and operators payment options
* **Default Selection:** Your preferred method for receiving payments
* **Method Priority:** Operators will use your default method when supported
* **Backup Options:** Additional methods serve as fallbacks when needed

### Available Payout Method Types

<AccordionGroup>
  <Accordion title="Bank Transfer (ACH/Wire)">
    **Bank Account Details:**

    * Direct deposits to your checking or savings account
    * Typically the most reliable and widely accepted method
    * May require bank routing and account numbers
    * Processing time varies by region (1-5 business days)

    **Benefits:**

    * Widely accepted by most affiliate programs
    * Direct integration with your existing banking
    * Lower processing fees compared to some alternatives
    * High transaction limits for large commission payments

    **Requirements:**

    * Valid bank account in supported countries
    * Accurate routing and account information
    * Bank must accept incoming transfers
  </Accordion>

  <Accordion title="PayPal">
    **PayPal Integration:**

    * Payments sent directly to your PayPal account
    * Quick processing times (usually same day)
    * Global availability in most countries
    * Easy integration with existing PayPal account

    **Benefits:**

    * Fast payment processing
    * Immediate notification of received payments
    * Built-in currency conversion for international payments
    * Easy withdrawal to linked bank accounts

    **Requirements:**

    * Active PayPal account in good standing
    * Verified PayPal account (recommended)
    * Correct email address associated with PayPal
  </Accordion>

  <Accordion title="Cryptocurrency">
    **Crypto Wallet Options:**

    * Bitcoin (BTC) wallet addresses
    * Ethereum (ETH) and other supported cryptocurrencies
    * Instant global transactions
    * Lower fees for international payments

    **Benefits:**

    * Fast, borderless payments
    * Lower transaction fees
    * 24/7 payment processing
    * No traditional banking requirements

    **Requirements:**

    * Valid cryptocurrency wallet
    * Correct wallet address for chosen cryptocurrency
    * Understanding of crypto security best practices
    * Tax compliance in your jurisdiction
  </Accordion>

  <Accordion title="Other Payment Processors">
    **Additional Options:**

    * Stripe direct deposits
    * Wise (formerly TransferWise)
    * Payoneer accounts
    * Region-specific payment methods

    **Benefits:**

    * Specialized features for international affiliates
    * Often lower fees for cross-border payments
    * Multiple currency support
    * Business-focused payment solutions

    **Requirements:**

    * Active account with the chosen processor
    * Proper account verification
    * Compliance with processor's terms of service
  </Accordion>
</AccordionGroup>

***

## Adding Payout Methods During Program Registration

<Card title="Setting Up Payments from the Start" icon="user-plus">
  When joining an affiliate program for the first time, you have the opportunity to set up your payout methods immediately. This ensures you're ready to receive payments as soon as you start earning commissions.
</Card>

### The Registration Flow Process

<Steps>
  <Step title="Complete Program Application">
    Fill out the affiliate program application with your personal and promotional information. This establishes your affiliate account and eligibility.
  </Step>

  <Step title="Access Payout Method Setup">
    When presented with payout options during registration, click the **"New Payout Method"** button to begin adding your payment information.
  </Step>

  <Step title="Choose Your Payment Method">
    Select from the available payout options:

    * **Bank Transfer:** For direct deposits to your bank account
    * **PayPal:** For PayPal account payments
    * **Cryptocurrency:** For crypto wallet payments
    * **Other Processors:** Additional payment options based on program support
  </Step>

  <Step title="Enter Payment Details">
    Provide the required information for your chosen payment method:

    * Account numbers, routing information, or wallet addresses
    * Verification details as required
    * Contact information for payment-related communications
  </Step>

  <Step title="Set Default Method">
    After adding your first payout method, select it as your default by clicking on the method. This becomes your preferred payment option that program administrators will prioritize.
  </Step>

  <Step title="Add Additional Methods (Optional)">
    You can add multiple payout methods during registration to give operators flexibility and provide backup payment options.
  </Step>
</Steps>

### Registration Best Practices

<AccordionGroup>
  <Accordion title="Payment Method Selection Strategy">
    **Choosing Your Primary Method:**

    * Select the method you're most comfortable with and use regularly
    * Consider transaction fees and processing times
    * Ensure the method is widely accepted by affiliate programs
    * Choose based on your payment frequency preferences

    **Adding Backup Methods:**

    * Include at least one alternative payment method
    * Choose methods that complement your primary option
    * Consider international payment options if promoting globally
    * Add methods with different processing characteristics
  </Accordion>

  <Accordion title="Information Accuracy">
    **Critical Details to Verify:**

    * Double-check all account numbers and routing information
    * Ensure email addresses match your active accounts
    * Verify wallet addresses are correct and active
    * Confirm personal information matches your payment accounts

    **Common Accuracy Issues:**

    * Transposed numbers in bank account details
    * Outdated email addresses for PayPal or other services
    * Incorrect cryptocurrency wallet addresses
    * Mismatched names between affiliate account and payment method
  </Accordion>
</AccordionGroup>

***

## Managing Payout Methods After Joining

<Card title="Ongoing Payout Management" icon="gear">
  After joining a program, you can add new payout methods, update existing ones, or change your default payment preference through your affiliate dashboard.
</Card>

### Accessing Payout Management

<Steps>
  <Step title="Navigate to Program Dashboard">
    Log into your affiliate account and access the specific program's dashboard where you want to manage payout methods.
  </Step>

  <Step title="Access Affiliate Management">
    In the left-hand navigation menu, select **"Affiliates"** to view your affiliate profile and settings.
  </Step>

  <Step title="Select Your Affiliate Profile">
    From the affiliate table view, select your own affiliate profile to access your account details and payment settings.
  </Step>

  <Step title="Navigate to Payout Details">
    Use the navigation at the top of your affiliate profile to select **"Payout Details"** where you can manage all your payment methods.
  </Step>

  <Step title="Add or Modify Methods">
    From the Payout Details section, you can:

    * Add new payout methods
    * Edit existing payment information
    * Change your default payment method
    * Remove outdated or unused methods
  </Step>
</Steps>

### Payout Method Management Options

<Tabs>
  <Tab title="Adding New Methods">
    <Card title="Expanding Payment Options" icon="plus">
      **When to Add New Methods:**

      * You've opened a new bank account or payment service
      * You want to diversify payment options for different programs
      * Your primary method is experiencing issues
      * You want to optimize for fees or processing times

      **Adding Process:**

      1. Click "Add New Payout Method" in your Payout Details
      2. Select the type of payment method you want to add
      3. Enter all required information accurately
      4. Verify the information before saving
      5. Test the method if possible before relying on it

      **Verification Tips:**

      * Double-check account numbers and routing codes
      * Ensure email addresses are current and accessible
      * Verify cryptocurrency addresses with small test transactions
      * Confirm all personal information matches your accounts
    </Card>
  </Tab>

  <Tab title="Updating Existing Methods">
    <Card title="Maintaining Current Information" icon="pen-to-square">
      **Common Update Scenarios:**

      * Bank account changes or new routing numbers
      * Updated PayPal email addresses
      * New cryptocurrency wallet addresses
      * Changed contact information

      **Update Best Practices:**

      * Update information promptly when accounts change
      * Notify program administrators of critical changes
      * Keep backup methods current even if not actively used
      * Test updated methods when possible

      **Update Process:**

      1. Select the payout method you want to modify
      2. Edit the relevant fields with new information
      3. Save changes and verify they're displayed correctly
      4. Consider testing the updated method with a small transaction
    </Card>
  </Tab>

  <Tab title="Managing Default Settings">
    <Card title="Setting Payment Preferences" icon="star">
      **Default Method Selection:**
      Your default payout method is the preferred option that program administrators will use when generating invoices and processing payments.

      **Changing Your Default:**

      1. View all your configured payout methods
      2. Click on the method you want to set as default
      3. Confirm the selection - this method will be prioritized
      4. Verify the change is reflected in your profile

      **Default Method Strategy:**

      * Choose the method with lowest fees for your situation
      * Select the option with fastest processing times
      * Consider the reliability and acceptance of the method
      * Factor in currency conversion needs for international payments

      **Fallback Behavior:**
      If your default method can't be used by a program:

      * Administrators will use your next available method
      * You may be contacted to specify a preference
      * Programs will generally choose the most compatible option
    </Card>
  </Tab>
</Tabs>

***

## Payout Method Security and Best Practices

<Card title="Protecting Your Payment Information" icon="shield">
  Proper security practices protect your financial information and ensure reliable payment processing. Follow these guidelines to maintain secure and effective payout methods.
</Card>

### Security Best Practices

<AccordionGroup>
  <Accordion title="Account Security">
    **Protecting Your Payment Accounts:**

    * Use strong, unique passwords for all payment accounts
    * Enable two-factor authentication where available
    * Monitor account activity regularly for unauthorized access
    * Keep contact information updated for security notifications

    **Affiliate Platform Security:**

    * Use secure passwords for your affiliate accounts
    * Log out completely when using shared computers
    * Review payout method access logs if available
    * Report suspicious activity immediately

    **Information Sharing:**

    * Only provide payment details through secure, official channels
    * Verify requests for payment information are legitimate
    * Never share payment credentials via email or unsecured methods
    * Be cautious of phishing attempts targeting payment information
  </Accordion>

  <Accordion title="Cryptocurrency Security">
    **Wallet Security:**

    * Use hardware wallets for large commission amounts
    * Verify wallet addresses carefully before submitting
    * Keep private keys secure and backed up safely
    * Understand the irreversible nature of crypto transactions

    **Address Management:**

    * Generate new addresses regularly for enhanced privacy
    * Use different addresses for different affiliate programs
    * Keep detailed records of which addresses are used where
    * Monitor wallet activity for unexpected transactions

    **Tax and Compliance:**

    * Maintain detailed records of crypto payments received
    * Understand tax implications in your jurisdiction
    * Consider professional tax advice for significant crypto income
    * Comply with any reporting requirements
  </Accordion>
</AccordionGroup>

### Payment Processing Best Practices

<AccordionGroup>
  <Accordion title="Method Diversification">
    **Multiple Payment Options:**

    * Maintain at least 2-3 different payout methods
    * Include methods from different categories (bank, PayPal, crypto)
    * Consider geographic and currency factors
    * Balance convenience with security and fees

    **Strategic Method Selection:**

    * Primary method: Most convenient and lowest cost
    * Secondary method: Reliable backup with good acceptance
    * International method: For global affiliate programs
    * Fast method: For urgent payment needs
  </Accordion>

  <Accordion title="Payment Monitoring">
    **Tracking Your Payments:**

    * Monitor when payments are initiated vs. received
    * Keep records of commission amounts and payment dates
    * Track any fees deducted from payments
    * Note which methods are used by different programs

    **Issue Resolution:**

    * Report payment delays or issues promptly
    * Maintain documentation of all payment communications
    * Follow up on pending payments appropriately
    * Understand each program's payment schedule and terms
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Common Payout Issues

<Card title="Solving Payment Problems" icon="wrench">
  When payout methods encounter issues, quick identification and resolution ensure you continue receiving your commissions without interruption.
</Card>

### Common Payout Method Issues

<AccordionGroup>
  <Accordion title="Failed Payment Processing">
    **Bank Transfer Issues:**

    * Incorrect routing or account numbers
    * Bank account closed or frozen
    * International transfer restrictions
    * Currency conversion problems

    **PayPal Issues:**

    * Account limitations or restrictions
    * Incorrect email address
    * PayPal account not verified
    * Regional PayPal availability issues

    **Cryptocurrency Issues:**

    * Incorrect wallet address
    * Network congestion or high fees
    * Wallet not accepting transactions
    * Unsupported cryptocurrency type

    **Resolution Steps:**

    1. Verify all account information is current and correct
    2. Check that accounts are in good standing
    3. Contact payment provider if issues persist
    4. Update affiliate platform with corrected information
    5. Test alternative payout methods if needed
  </Accordion>

  <Accordion title="Payment Delays">
    **Common Delay Causes:**

    * Program payment schedule timing
    * Method-specific processing times
    * Holiday or weekend processing delays
    * Verification or compliance checks

    **Addressing Delays:**

    * Review program payment terms and schedules
    * Check payment processor status pages for issues
    * Verify your account information is complete and accurate
    * Contact program administrators if delays are unusual
    * Consider switching to faster payment methods for future payments
  </Accordion>

  <Accordion title="Currency and International Issues">
    **Cross-Border Payment Challenges:**

    * Currency conversion fees and rates
    * International transfer restrictions
    * Tax withholding requirements
    * Regional payment method limitations

    **International Payment Solutions:**

    * Use international payment services (Wise, Payoneer)
    * Consider cryptocurrency for borderless payments
    * Research local payment method options
    * Factor currency conversion into payment method selection
    * Understand tax implications for international income
  </Accordion>
</AccordionGroup>

### Payment Issue Resolution Process

<Steps>
  <Step title="Identify the Issue">
    Determine whether the problem is with:

    * Your payment account or information
    * The affiliate program's payment processing
    * The payment method itself
    * Technical issues with the platform
  </Step>

  <Step title="Gather Information">
    Collect relevant details:

    * Payment dates and amounts
    * Error messages or failure notifications
    * Account status information
    * Communication history about the issue
  </Step>

  <Step title="Check Account Status">
    Verify your accounts are working properly:

    * Log into your payment accounts to check status
    * Confirm account information is current
    * Look for any restrictions or limitations
    * Test accounts with other transactions if possible
  </Step>

  <Step title="Contact Support">
    Reach out for assistance:

    * Contact affiliate program support with specific details
    * Include relevant documentation and error messages
    * Provide alternative payout methods if needed
    * Follow up appropriately on resolution timeline
  </Step>

  <Step title="Implement Solutions">
    Take corrective action:

    * Update payment information as needed
    * Switch to alternative payout methods temporarily
    * Set up new payment methods if required
    * Test new configurations before relying on them
  </Step>
</Steps>

***

## Advanced Payout Management

<Card title="Optimizing Your Payment Strategy" icon="chart-line">
  Advanced payout management involves optimizing your payment methods for efficiency, cost-effectiveness, and reliability across multiple affiliate programs.
</Card>

### Multi-Program Payout Strategy

<AccordionGroup>
  <Accordion title="Program-Specific Optimization">
    **Tailoring Methods to Programs:**

    * Research each program's supported payment methods
    * Consider payment frequency and minimum thresholds
    * Factor in geographic and currency considerations
    * Optimize for program-specific fee structures

    **Payment Method Mapping:**

    * High-volume programs: Use lowest-fee methods
    * International programs: Use global payment methods
    * Fast-paying programs: Use quick-processing methods
    * New programs: Use most reliable, widely-accepted methods
  </Accordion>

  <Accordion title="Fee Optimization">
    **Understanding Payment Costs:**

    * Compare transaction fees across different methods
    * Factor in currency conversion costs for international payments
    * Consider fixed vs. percentage-based fee structures
    * Account for withdrawal fees from payment accounts

    **Cost Reduction Strategies:**

    * Use direct bank transfers for large payments
    * Leverage cryptocurrency for international transfers
    * Batch smaller payments when possible
    * Negotiate better rates for high-volume affiliates
  </Accordion>

  <Accordion title="Payment Timing Optimization">
    **Managing Cash Flow:**

    * Understand payment schedules across programs
    * Use faster methods for urgent cash flow needs
    * Balance speed with cost-effectiveness
    * Plan for seasonal payment variations

    **Method Selection by Timing:**

    * Daily/weekly payments: Fast methods (PayPal, crypto)
    * Monthly payments: Cost-effective methods (bank transfer)
    * Quarterly payments: Flexible methods with good rates
    * Annual payments: Secure, high-limit methods
  </Accordion>
</AccordionGroup>

### Payment Analytics and Tracking

<AccordionGroup>
  <Accordion title="Payment Performance Metrics">
    **Key Metrics to Track:**

    * Average processing time by method
    * Total fees paid by payment method
    * Success rate of different payment types
    * Currency conversion costs over time

    **Optimization Insights:**

    * Which methods provide the best cost-to-speed ratio
    * How payment methods affect your overall profitability
    * Seasonal patterns in payment processing
    * Program preferences for different payment types
  </Accordion>

  <Accordion title="Record Keeping">
    **Essential Documentation:**

    * Payment dates and amounts for tax purposes
    * Fee breakdown by method and program
    * Payment failure incidents and resolutions
    * Method usage patterns across programs

    **Organization Tips:**

    * Use spreadsheets or accounting software for tracking
    * Category payments by program and method type
    * Maintain receipts and confirmation numbers
    * Regular monthly reconciliation of payment records
  </Accordion>
</AccordionGroup>

***

## Mastering Your Payout Strategy: Next Steps

<Card title="Building an Efficient Payment System" icon="arrow-right">
  <Info>
    With properly configured payout methods, you're ready to receive your affiliate commissions efficiently and securely. Your success depends on maintaining current payment information, diversifying your payment options, and optimizing for your specific needs across different affiliate programs.
  </Info>

  **Your Payout Method Journey:**

  1. **Start with Essentials:** Set up your primary and backup payment methods
  2. **Diversify Options:** Add multiple payment types for flexibility
  3. **Optimize for Programs:** Tailor payment methods to specific program needs
  4. **Monitor Performance:** Track payment efficiency and costs
  5. **Maintain Security:** Keep payment information current and secure

  **Essential Next Reading:**

  * [Earning Commissions](/knowledge-base/affiliates/earning-commissions) - Understand how commissions are calculated and paid
  * [Affiliate Onboarding Guide](/knowledge-base/affiliates/onboarding) - Complete setup and getting started guide
  * [Finding Programs](/knowledge-base/affiliates/finding-programs) - Discover programs with favorable payment terms
  * [Platform Dashboard](/knowledge-base/platform/dashboard) - Monitor your payment status and history

  **Payment Management Resources:**

  * [Payouts and Billing](/knowledge-base/platform/payouts-and-billing) - Deep dive into payment processing systems
  * [Security Guidelines](/knowledge-base/operations/security) - Security best practices for financial information
  * [Troubleshooting Guide](/knowledge-base/troubleshooting/common-issues) - Solve payment-related issues

  **For Advanced Users:**

  * [API Documentation](/developers/reference/overview) - Programmatic access to payment data
  * [Integration Guides](/integrations/api/overview) - Connect payment systems with external tools

  **Legal and Compliance:**

  * [Tax Implications](/knowledge-base/legal/data-privacy) - Understanding tax obligations for affiliate income
  * [Terms of Service](/knowledge-base/legal/terms-of-service) - Payment-related terms and conditions
</Card>

<Tip>
  **Payment Method Best Practice:** Maintain at least two different types of payout methods (e.g., bank transfer + PayPal or crypto + traditional banking) to ensure you can always receive payments regardless of program limitations or technical issues. Keep all payment information current and test your methods periodically to ensure they're working properly.
</Tip>


# How Tracking Links Work
Source: https://docs.affelios.com/knowledge-base/affiliates/tracking-links

Learn how to create and use affiliate tracking links effectively - from setting up trackers to optimizing your promotional strategies

<Info>
  This guide explains the step-by-step process of affiliate tracking in Affelios - starting with creating trackers, then generating tracking links, and finally understanding how you get credited for sales. This tracker-first approach helps you build effective promotional campaigns from the ground up.
</Info>

## Understanding the Tracker Foundation

<Card title="Trackers: The Foundation of Your Campaigns" icon="target">
  In Affelios, tracking begins with **trackers** - these are the building blocks that represent your promotional campaigns or traffic sources. Understanding trackers is essential because they form the foundation for all your tracking links.
</Card>

### What Are Trackers?

<Info>
  Trackers are campaign identifiers that help you organize and measure your promotional efforts. Each tracker represents a specific traffic source, promotional strategy, or marketing channel. Think of them as labels that help you understand which of your promotional activities are driving the best results.
</Info>

**Key Tracker Concepts:**

* **Campaign Organization:** Each tracker represents a specific promotional effort
* **Performance Tracking:** Trackers help you measure which campaigns work best
* **Attribution Foundation:** Trackers are essential for proper commission attribution
* **Flexibility:** You can create as many trackers as needed for different strategies

### Creating Your First Tracker

<Steps>
  <Step title="Access Tracker Management">
    Navigate to the **Trackers** section in your affiliate dashboard. This is where you'll manage all your promotional campaigns.
  </Step>

  <Step title="Create a New Tracker">
    Click "Create New Tracker" and provide a descriptive name that clearly identifies your promotional strategy (e.g., "youtube-reviews", "homepage-banner", "instagram-stories").
  </Step>

  <Step title="Define Tracker Purpose">
    Choose the purpose and promotional strategy for this tracker. Consider what type of content or traffic source this tracker will represent.
  </Step>

  <Step title="Save Your Configuration">
    Save your tracker configuration. Your tracker is now ready to be used for generating tracking links.
  </Step>
</Steps>

### Tracker Strategy Examples

<AccordionGroup>
  <Accordion title="Website Traffic Segmentation">
    **Tracker Examples:**

    * `homepage-banner` - Banner placement on your website homepage
    * `blog-sidebar` - Sidebar widgets in blog posts
    * `product-review-posts` - Direct links within product review content
    * `newsletter-signup` - Links in email capture sequences

    **Strategy Benefits:**

    * Understand which website placements perform best
    * Optimize high-traffic pages for better conversion
    * A/B test different promotional placements
  </Accordion>

  <Accordion title="Social Media Campaigns">
    **Tracker Examples:**

    * `instagram-stories` - Instagram story promotions
    * `youtube-descriptions` - Links in YouTube video descriptions
    * `facebook-posts` - Facebook organic and paid posts
    * `tiktok-videos` - TikTok video promotions

    **Strategy Benefits:**

    * Compare performance across social platforms
    * Identify which content types drive sales
    * Optimize posting strategies based on data
  </Accordion>

  <Accordion title="Email Marketing">
    **Tracker Examples:**

    * `weekly-newsletter` - Regular newsletter promotions
    * `product-announcements` - New product launch emails
    * `seasonal-campaigns` - Holiday and seasonal promotions
    * `welcome-series` - New subscriber onboarding sequences

    **Strategy Benefits:**

    * Track email campaign effectiveness
    * Segment email performance by campaign type
    * Optimize send timing and frequency
  </Accordion>

  <Accordion title="Paid Advertising">
    **Tracker Examples:**

    * `google-ads-search` - Google search advertising
    * `facebook-ads-carousel` - Facebook carousel ad campaigns
    * `youtube-ads-video` - YouTube video advertising
    * `pinterest-promoted-pins` - Pinterest advertising

    **Strategy Benefits:**

    * Measure ROI of paid advertising spend
    * Compare performance across ad platforms
    * Optimize ad targeting and creative
  </Accordion>
</AccordionGroup>

***

## From Trackers to Tracking Links

<Card title="The Link Generation Process" icon="link">
  Now that you understand trackers, learn how to transform them into working tracking links that drive commissions. This is where your tracker strategy becomes actionable promotional content.
</Card>

### The Tracker-Link Relationship

<Info>
  In Affelios, you don't create tracking links directly. Instead, you generate tracking links by combining your trackers with specific brands or products. This approach ensures consistent campaign tracking and better performance analytics.
</Info>

**How It Works:**

1. **Tracker (What):** Represents your promotional campaign or traffic source
2. **Brand (Where):** Specifies which brand/merchant you're promoting
3. **Product (Optional):** Targets specific products within the brand
4. **Link (Result):** The final tracking URL that customers click

### Generating Your Tracking Links

<Steps>
  <Step title="Select Your Tracker">
    Choose the tracker that represents your current promotional campaign. This could be `youtube-reviews` for a video campaign or `homepage-banner` for website promotion.
  </Step>

  <Step title="Choose Your Brand">
    Select the brand you want to promote. This determines which merchant's products you'll be promoting through this specific tracker.
  </Step>

  <Step title="Select Products (Optional)">
    Optionally choose specific products to promote. Leave blank for general brand promotion where customers can browse all products.
  </Step>

  <Step title="Generate and Test">
    The system generates your unique tracking link. Always test the link to ensure proper functionality before deploying in your campaigns.
  </Step>
</Steps>

### Understanding Link Structure

<Tabs>
  <Tab title="Basic Components">
    <Card title="Core Elements" icon="puzzle-piece">
      **Every Tracking Link Contains:**

      * **Base Domain:** Your program's tracking domain (often custom-branded)
      * **Affiliate Identifier:** Your unique affiliate ID within the program
      * **Tracker Information:** Your specific tracker ID (from trackers you create)
      * **Brand/Product Data:** What you're promoting
      * **Redirect Target:** Where customers go after clicking

      **Example Structure:**

      ```
      https://track.brandname.com/click?affiliate=123&tracker=youtube-reviews&brand=product-line
      ```
    </Card>
  </Tab>

  <Tab title="Link Variations">
    <Card title="Different Link Types" icon="sliders">
      **Based on Your Tracker + Brand/Product Selection:**

      **Brand-Only Links:** `tracker + brand`

      * Customers can browse all products from the brand
      * Good for general brand promotion
      * Higher flexibility for customer choice

      **Product-Specific Links:** `tracker + brand + product`

      * Direct customers to specific items
      * Higher conversion for targeted promotions
      * Better for product reviews and recommendations

      **Category Links:** `tracker + brand + category`

      * Target specific product categories
      * Balance between flexibility and targeting
      * Ideal for niche audience promotion
    </Card>
  </Tab>

  <Tab title="Intent Types">
    <Card title="Dynamic vs Static Tracking" icon="arrows-split-up-and-left">
      **Dynamic Intents (Most Common):**

      * Click-based tracking links
      * QR code scans that generate ClickKeys
      * Email link clicks
      * Social media link interactions

      **Static Intents:**

      * Coupon codes with embedded attribution
      * Promotional codes linked to your tracker
      * Static campaign identifiers
      * Offline-to-online attribution methods
    </Card>
  </Tab>
</Tabs>

### Link Creation Best Practices

<AccordionGroup>
  <Accordion title="Tracker Naming Strategy">
    **Optimization Strategies:**

    * Use descriptive names that match your promotional strategy
    * Create separate trackers for different traffic sources
    * Include timing indicators for seasonal campaigns (e.g., `black-friday-youtube`)
    * Use consistent naming conventions across all trackers

    **Examples of Good Tracker Names:**

    * `homepage-banner-summer2024`
    * `youtube-review-electronics`
    * `instagram-story-fashion`
    * `email-newsletter-weekly`
  </Accordion>

  <Accordion title="Link Testing and Validation">
    **Before Deploying Links:**

    * Test all links in different browsers and devices
    * Verify links work with ad blockers enabled
    * Check mobile responsiveness of landing pages
    * Ensure links work across different privacy settings
    * Test email client compatibility for email campaigns

    **Testing Checklist:**

    * [ ] Link redirects to correct destination
    * [ ] Tracking parameters are preserved
    * [ ] Page loads properly on mobile and desktop
    * [ ] No broken elements or missing content
    * [ ] Analytics tracking is working
  </Accordion>

  <Accordion title="Organization and Management">
    **Link Management Strategy:**

    * Keep organized records of which links are used where
    * Document the purpose and strategy for each tracker
    * Set up monitoring for link performance
    * Plan for regular link audits and updates
    * Archive outdated trackers when campaigns end

    **Documentation Tips:**

    * Maintain a spreadsheet of tracker purposes
    * Note deployment dates and campaign contexts
    * Track which content pieces use which trackers
    * Record any special configuration or targeting
  </Accordion>
</AccordionGroup>

***

## How the Tracking Process Works

<Card title="From Click to Commission" icon="arrow-right">
  Now that you understand trackers and tracking links, let's explore what happens when customers click your links and how you get credited for sales.
</Card>

### The Complete Tracking Flow

Here's exactly how the tracking process works in Affelios:

<Steps>
  <Step title="Tracker-Based Link Generation">
    You use your created tracker to generate a unique tracking link for a specific brand or product. This link contains your affiliate ID, tracker ID, and targeting information.
  </Step>

  <Step title="Customer Click & ClickKey Creation">
    When a potential customer clicks your tracking link, Affelios automatically generates a **ClickKey** that is unique to that customer and tied to your tracker. This ClickKey is what attributes the customer back to you.
  </Step>

  <Step title="ClickKey Storage & Customer Journey">
    The ClickKey is stored (typically as a cookie) and follows the customer through their browsing and purchasing journey on the operator's website.
  </Step>

  <Step title="Purchase Attribution & Commission">
    When the customer makes a purchase, the ClickKey links the sale back to your specific tracker, and Affelios calculates your commission based on the applicable commission plan.
  </Step>
</Steps>

### What Makes Tracking Successful

<AccordionGroup>
  <Accordion title="Technical Requirements">
    **For Proper Attribution:**

    * Customer's browser must accept cookies (or alternative tracking methods)
    * ClickKey must be properly stored by the merchant's website
    * Customer must complete purchase within the attribution window
    * Merchant's system must properly report sales to Affelios

    **Common Technical Challenges:**

    * Cookie blocking or privacy settings
    * Cross-device purchases (click on mobile, buy on desktop)
    * Browser privacy features affecting tracking
    * Ad blockers interfering with tracking scripts
  </Accordion>

  <Accordion title="Attribution Windows and Rules">
    **Timing Factors:**

    * **Attribution Window:** How long after clicking your link you can get credit (typically 30-90 days)
    * **Same-Session Sales:** You always get credit if they buy during the same visit
    * **Return Customers:** You may get credit when they return to buy later
    * **Repeat Purchases:** Some programs give lifetime credit for customers

    **Attribution Logic:**

    * **First-Click:** You get credit even if they click other affiliate links later
    * **Last-Click:** The most recent affiliate link gets the credit
    * **Program-Specific:** Each program may have its own attribution rules
  </Accordion>
</AccordionGroup>

### Commission Attribution Details

<AccordionGroup>
  <Accordion title="How Your Commission Rate Is Determined">
    **Commission Plan Priority System:**
    Affelios uses a priority system to determine your commission rate for each sale. More specific plans take priority over general ones:

    **Your Specific Rates (Highest Priority):**

    * Special rates for specific products you promote
    * Rates for specific trackers or campaigns you run
    * Custom rates negotiated just for you
    * Your general affiliate rate

    **Program Defaults (Fallback):**

    * Standard product rates
    * General program rates
    * Platform-wide default rates

    **What This Means for You:**

    * Different trackers may have different commission rates
    * Product-specific promotions might earn bonus rates
    * High-performing trackers often get better rates over time
  </Accordion>

  <Accordion title="Multiple Tracker Scenarios">
    **When Customers Click Multiple Links:**
    If a customer clicks multiple of your tracker links, the program's attribution rules determine which gets credit:

    * Some programs give credit to all trackers (split attribution)
    * Others use first-click or last-click rules
    * Different trackers you create may compete for the same sale

    **Common Multi-Tracker Scenarios:**

    * Customer clicks your `youtube-review` link, then your `homepage-banner` link
    * Customer shares your `social-media` link and someone else clicks it
    * Customer clicks your `mobile-app` tracker, then buys via your `email-newsletter` tracker

    **Best Practice:** Check your program's specific attribution rules to understand how multiple tracker interactions are handled.
  </Accordion>
</AccordionGroup>

### From Click to Commission: The Complete Journey

<Steps>
  <Step title="Customer Clicks Your Tracker Link">
    When someone clicks your tracking link, they're associated with your specific tracker, allowing you to see which campaigns drive results.
  </Step>

  <Step title="Attribution Processing">
    When they make a purchase, the system determines:

    * That you should get credit for the sale
    * Which specific tracker generated the sale
    * What commission rate applies to that tracker
    * The final commission amount you'll earn
  </Step>

  <Step title="Commission Appears in Dashboard">
    Your commission is recorded and appears in your affiliate dashboard:

    * Shows the sale amount and your commission
    * **Indicates which tracker generated the sale** (key for campaign optimization)
    * Updates your performance metrics by tracker
    * Adds to your pending payments
  </Step>

  <Step title="Payment Processing">
    According to the program's payment schedule, your commission is processed and paid according to your payment preferences.
  </Step>
</Steps>

***

## Putting Your Trackers to Work: Implementation Examples

<Card title="From Tracker Strategy to Real Campaigns" icon="code">
  Now that you understand trackers and how to generate tracking links, see how to implement them across different promotional channels. Each example shows how your tracker strategy translates into actionable campaigns.
</Card>

### Tracker-Based Implementation Examples

<Info>
  Remember: Each promotional placement should use a specific tracker that represents that traffic source. This allows you to measure performance, optimize campaigns, and understand which promotional strategies work best.
</Info>

<Tabs>
  <Tab title="Website Integration">
    <Card title="Website Tracker Implementation" icon="globe">
      **Scenario:** You've created trackers for different website placements

      **Trackers Created:**

      * `homepage-hero-banner`
      * `blog-sidebar-widget`
      * `product-review-inline`

      **Implementation Example:**

      ```html theme={null}
      <!-- Hero banner using homepage-hero-banner tracker -->
      <a href="https://track.brandname.com/click?affiliate=123&tracker=homepage-hero-banner&brand=products" 
         target="_blank" rel="noopener">
        <img src="hero-banner.jpg" alt="Featured Products - Special Offer">
      </a>

      <!-- Sidebar widget using blog-sidebar-widget tracker -->
      <a href="https://track.brandname.com/click?affiliate=123&tracker=blog-sidebar-widget&brand=products"
         class="sidebar-affiliate-link">
        Check Out These Products
      </a>
      ```

      **Tracker Benefits:**

      * Compare performance: homepage vs sidebar vs inline content
      * Optimize high-performing placements
      * A/B test different positions using separate trackers
      * Understand which content types drive sales
    </Card>
  </Tab>

  <Tab title="Social Media Campaigns">
    <Card title="Social Media Tracker Strategy" icon="share">
      **Scenario:** You promote across multiple social platforms

      **Trackers Created:**

      * `youtube-video-descriptions`
      * `instagram-story-swipeups`
      * `facebook-post-links`
      * `tiktok-bio-link`

      **YouTube Implementation Example:**

      ```
      🛍️ Products I mentioned: https://track.brandname.com/click?affiliate=123&tracker=youtube-video-descriptions&brand=electronics

      📱 Follow for more reviews!
      💰 Use my link above for the best deals!
      #affiliate #sponsored #review
      ```

      **Instagram Story Implementation:**

      * Use `instagram-story-swipeups` tracker for swipe-up links
      * Create story highlight with `instagram-highlights` tracker

      **Tracker Strategy Benefits:**

      * Compare which social platforms drive the most sales
      * Optimize content format based on tracker performance
      * Understand audience behavior across platforms
      * Allocate time to highest-performing channels
    </Card>
  </Tab>

  <Tab title="Email Marketing Campaigns">
    <Card title="Email Tracker Organization" icon="envelope">
      **Scenario:** You run multiple email campaigns

      **Trackers Created:**

      * `weekly-newsletter`
      * `product-launch-announcement`
      * `seasonal-promotion-email`
      * `welcome-series-email-3`

      **Newsletter Implementation:**

      ```html theme={null}
      <p>This week's featured product review:</p>
      <a href="https://track.brandname.com/click?affiliate=123&tracker=weekly-newsletter&brand=products&product=widget-pro"
         style="background: #ff6b6b; color: white; padding: 10px 20px; text-decoration: none;">
        Read Full Review & Shop Now
      </a>
      ```

      **Product Launch Email:**

      ```html theme={null}
      <h2>New Product Alert!</h2>
      <a href="https://track.brandname.com/click?affiliate=123&tracker=product-launch-announcement&brand=tech&product=new-gadget">
        Be the first to try the new gadget
      </a>
      ```

      **Email Tracker Insights:**

      * Compare performance: newsletter vs announcements vs welcome series
      * Optimize send timing based on tracker performance
      * Segment email effectiveness by campaign type
      * Understand customer journey through different email touchpoints
    </Card>
  </Tab>

  <Tab title="Content Marketing">
    <Card title="Content-Based Tracker Strategy" icon="pen-to-square">
      **Scenario:** You create various types of content

      **Trackers Created:**

      * `in-depth-product-reviews`
      * `comparison-articles`
      * `how-to-guides`
      * `roundup-posts`

      **Product Review Implementation:**

      ```markdown theme={null}
      After testing this product for 30 days, here's my honest review...

      ## My Verdict: Highly Recommended

      [Get the product I reviewed here](https://track.brandname.com/click?affiliate=123&tracker=in-depth-product-reviews&brand=health&product=supplement-x)

      *Disclosure: This post contains affiliate links. I earn a commission 
      if you purchase through these links at no additional cost to you.*
      ```

      **Comparison Article Implementation:**

      ```markdown theme={null}
      ## Product A vs Product B: Which is Better?

      **Product A:** [Check current price](https://track.brandname.com/click?affiliate=123&tracker=comparison-articles&brand=brand-a&product=product-a)
      **Product B:** [Check current price](https://track.brandname.com/click?affiliate=123&tracker=comparison-articles&brand=brand-b&product=product-b)
      ```

      **Content Tracker Strategy:**

      * Understand which content formats convert best
      * Optimize content creation based on performance data
      * Compare reviews vs comparisons vs guides
      * Focus efforts on highest-converting content types
    </Card>
  </Tab>
</Tabs>

### Tracker Performance Analysis

<Card title="Using Tracker Data for Optimization" icon="chart-line">
  **What Your Tracker Data Tells You:**

  * **Traffic Volume:** Which trackers generate the most clicks
  * **Conversion Rate:** Which trackers convert clicks to sales most effectively
  * **Revenue per Click:** Which trackers generate the most commission per click
  * **Customer Journey:** How customers move between your different trackers

  **Optimization Actions Based on Tracker Performance:**

  1. **Scale Successful Trackers:** Invest more time in high-performing tracker strategies
  2. **Improve Underperformers:** Optimize content and placement for low-converting trackers
  3. **Create Variations:** Test variations of successful tracker strategies
  4. **Retire Ineffective Trackers:** Stop using trackers that consistently underperform

  **Example Optimization Cycle:**

  1. Create tracker → Generate links → Deploy in campaign
  2. Monitor tracker performance for 2-4 weeks
  3. Analyze results: clicks, conversions, revenue
  4. Scale winners, optimize losers, test variations
  5. Repeat cycle with new tracker strategies
</Card>

***

## Tracker Analytics and Performance Optimization

<Card title="Maximizing Your Tracker Performance" icon="chart-line">
  Your trackers generate valuable performance data that helps you understand which promotional strategies work best. Learn how to analyze tracker performance and optimize your campaigns for maximum earnings.
</Card>

### Essential Tracker Metrics

<AccordionGroup>
  <Accordion title="Tracker Performance Analytics">
    **Key Metrics by Tracker:**

    * **Total Clicks:** Volume of traffic generated by each tracker
    * **Unique Clicks:** Individual users who clicked your tracker links
    * **Conversion Rate:** Percentage of tracker clicks that result in sales
    * **Revenue Per Click (RPC):** Average revenue generated per tracker click
    * **Earnings Per Click (EPC):** Average commission per tracker click
    * **Geographic Distribution:** Where your tracker traffic comes from
    * **Device Breakdown:** Desktop vs. mobile performance by tracker
    * **Time-Based Patterns:** When each tracker performs best
  </Accordion>

  <Accordion title="Tracker Comparison Analysis">
    **Compare Tracker Performance:**

    * **Traffic Quality:** Which trackers bring the highest-converting traffic
    * **Audience Match:** Which tracker audiences match best with promoted products
    * **Content Performance:** Which content types (represented by trackers) work best
    * **Channel Effectiveness:** Which promotional channels (trackers) drive the most revenue
    * **Seasonal Trends:** How different trackers perform during different times

    **Example Tracker Comparison:**

    * `youtube-reviews`: High conversion rate, medium traffic volume
    * `homepage-banner`: Medium conversion rate, high traffic volume
    * `email-newsletter`: Very high conversion rate, low traffic volume
    * `social-media-posts`: Low conversion rate, very high traffic volume
  </Accordion>

  <Accordion title="Customer Journey by Tracker">
    **Understanding Multi-Tracker Attribution:**

    * **First-Touch Trackers:** Which trackers introduce customers to your brand
    * **Last-Touch Trackers:** Which trackers close the sale
    * **Assist Trackers:** Which trackers help move customers through the funnel
    * **Cross-Device Patterns:** How customers move between tracker sources
    * **Time to Conversion:** How long between different tracker interactions and purchase
  </Accordion>
</AccordionGroup>

### Tracker-Based Optimization Strategy

<Steps>
  <Step title="Identify Top-Performing Trackers">
    Analyze your tracker data to identify winners:

    * **High Conversion Rate:** Trackers that convert clicks to sales effectively
    * **High Revenue Volume:** Trackers that generate significant total revenue
    * **Balanced Performance:** Trackers with good conversion AND traffic volume
    * **Audience Quality:** Trackers that bring customers with high order values

    **Action:** Document what makes these trackers successful (content type, audience, timing, etc.)
  </Step>

  <Step title="Scale Successful Tracker Strategies">
    Expand what's working:

    * **Create Tracker Variations:** Test similar trackers with slight modifications
    * **Increase Investment:** Spend more time/resources on high-performing tracker strategies
    * **Cross-Apply Strategies:** Apply successful tracker approaches to new channels
    * **Seasonal Scaling:** Increase activity on seasonal high-performers during peak times

    **Example:** If `youtube-reviews` performs well, create `youtube-unboxing` and `youtube-comparisons` trackers
  </Step>

  <Step title="Optimize Underperforming Trackers">
    Improve or retire poor performers:

    * **Content Analysis:** Review and improve content quality for low-converting trackers
    * **Audience Mismatch:** Consider if the tracker audience matches the promoted products
    * **Placement Testing:** Test different promotional placement strategies
    * **Product Selection:** Try different products with underperforming trackers
    * **Retirement Decision:** Stop using consistently poor-performing trackers

    **Example:** If `sidebar-widget` has low performance, test different widget designs, placements, or products
  </Step>

  <Step title="Continuous Tracker Testing">
    Always be testing new tracker strategies:

    * **A/B Test Tracker Variations:** Compare similar tracker strategies
    * **New Channel Exploration:** Create trackers for emerging promotional channels
    * **Seasonal Tracker Development:** Develop trackers specifically for seasonal campaigns
    * **Cross-Promotion Testing:** Test trackers that combine multiple promotional strategies

    **Testing Framework:**

    1. Create hypothesis for new tracker strategy
    2. Implement tracker and generate test links
    3. Run campaign for sufficient data collection period
    4. Analyze results against existing tracker benchmarks
    5. Scale winners, optimize moderates, retire failures
  </Step>
</Steps>

### Advanced Tracker Analytics

<AccordionGroup>
  <Accordion title="Cohort Analysis by Tracker">
    **Long-Term Tracker Performance:**

    * **Customer Lifetime Value by Tracker:** Which trackers bring the most valuable long-term customers
    * **Repeat Purchase Attribution:** Which trackers generate customers who buy again
    * **Seasonal Performance Patterns:** How tracker performance changes throughout the year
    * **Customer Retention by Source:** Which tracker sources retain customers longest
  </Accordion>
</AccordionGroup>

***

## Tracker Management Best Practices

<Card title="Prevention and Organization Strategies" icon="shield">
  **Tracker Organization:**

  * **Consistent Naming:** Use clear, descriptive tracker names that match your strategy
  * **Documentation:** Keep records of what each tracker represents and where it's used
  * **Regular Audits:** Review tracker performance and usage monthly
  * **Lifecycle Management:** Archive outdated trackers, create new ones for new campaigns
  * **Testing Protocol:** Always test new tracker links before deploying in campaigns

  **Technical Best Practices:**

  * **Cross-Device Testing:** Test tracker links on mobile, desktop, and tablet
  * **Browser Compatibility:** Verify tracker links work across different browsers
  * **Privacy Settings:** Test with various privacy and ad-blocking settings enabled
  * **Email Client Testing:** For email trackers, test across major email clients
  * **Link Validation:** Regularly check that tracker links redirect properly

  **Performance Monitoring:**

  * **Dashboard Reviews:** Check tracker performance weekly
  * **Anomaly Detection:** Watch for unusual drops or spikes in tracker performance
  * **Comparison Analysis:** Regularly compare tracker performance against benchmarks
  * **Seasonal Adjustments:** Monitor how trackers perform during different seasons
  * **A/B Testing:** Continuously test tracker variations for optimization

  **Communication and Support:**

  * **Issue Documentation:** Keep detailed records of any tracker-related issues
  * **Proactive Reporting:** Report potential tracker problems early
  * **Relationship Management:** Maintain good communication with program managers
  * **Update Notifications:** Stay informed about program changes that might affect trackers
  * **Performance Reviews:** Regular discussions about tracker performance and optimization
</Card>

### Tracker Testing Checklist

<AccordionGroup>
  <Accordion title="Pre-Deployment Testing">
    **Before launching any new tracker campaign:**

    **Link Testing:**

    * [ ] Tracker link redirects to correct destination
    * [ ] Link works on mobile and desktop
    * [ ] Link functions with ad blockers enabled
    * [ ] Page loads properly after redirect

    **Analytics Testing:**

    * [ ] Tracker appears in analytics dashboard
    * [ ] Click tracking is working properly
    * [ ] Attribution is functioning correctly
    * [ ] Performance metrics are updating
    * [ ] Commission tracking is active

    **Campaign Testing:**

    * [ ] Content properly displays tracker links
    * [ ] Email rendering includes tracker links correctly
    * [ ] Social media posts have working tracker links
    * [ ] Website integration is functioning
    * [ ] Mobile responsiveness is maintained
  </Accordion>

  <Accordion title="Ongoing Monitoring">
    **Regular tracker health checks:**

    **Weekly Reviews:**

    * [ ] Check tracker click volumes
    * [ ] Review conversion rates by tracker
    * [ ] Monitor commission attribution by tracker
    * [ ] Identify any performance anomalies
    * [ ] Compare tracker performance trends

    **Monthly Audits:**

    * [ ] Full tracker performance analysis
    * [ ] ROI calculation by tracker
    * [ ] Seasonal trend analysis
    * [ ] Optimization opportunity identification
    * [ ] Tracker strategy adjustment planning
  </Accordion>
</AccordionGroup>

***

## Advanced Tracking Features

<Card title="Power User Features" icon="zap">
  Explore advanced tracking capabilities that can help sophisticated affiliates maximize their performance and insights.
</Card>

### Cross-Device Tracking

<AccordionGroup>
  <Accordion title="Multi-Device Attribution">
    **Understanding Cross-Device Challenges:**

    * Customers often research on mobile, purchase on desktop
    * Different browsers and devices create attribution gaps
    * Privacy settings limit cross-device tracking
    * Cookie syncing helps but isn't perfect

    **Available Solutions:**

    * Browser fingerprinting technology
    * Email-based customer identification
    * Account-based attribution for logged-in users
    * Statistical modeling for attribution gaps
  </Accordion>

  <Accordion title="Customer Journey Mapping">
    **Multi-Touch Attribution:**

    * Track multiple touchpoints in customer journey
    * Understand influence of different promotional channels
    * Measure assisted conversions and attribution
    * Optimize based on complete customer journey data
  </Accordion>
</AccordionGroup>

***

## Mastering Your Tracker Strategy: Next Steps

<Card title="Building a Successful Tracker-Based Affiliate Business" icon="arrow-right">
  <Info>
    Now that you understand the tracker-first approach to affiliate marketing in Affelios, you're ready to build a systematic, data-driven promotional strategy. Your success will come from creating well-organized trackers, generating effective tracking links, and continuously optimizing based on performance data.
  </Info>

  **Your Tracker Journey:**

  1. **Start with Strategy:** Plan your tracker structure based on your promotional channels
  2. **Create Organized Trackers:** Use descriptive names that reflect your promotional strategy
  3. **Generate Targeted Links:** Combine trackers with appropriate brands and products
  4. **Deploy and Monitor:** Implement tracking links and closely monitor performance
  5. **Optimize Continuously:** Scale successful trackers, improve underperformers, test new strategies

  **Essential Next Reading:**

  * 💰 **Optimize earnings:** <Link href="/knowledge-base/affiliates/payout-methods">Payout Methods</Link> - Set up payment methods and understand commission structures
  * 📊 **Track performance:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Monitor your tracker performance and optimize campaigns
  * 🔍 **Find opportunities:** <Link href="/knowledge-base/affiliates/finding-programs">Finding Programs</Link> - Discover and apply to new affiliate programs
  * 🎯 **Advanced strategies:** <Link href="/knowledge-base/affiliates/onboarding">Affiliate Onboarding Guide</Link> - Complete setup and advanced promotional strategies

  **Advanced Tracker Resources:**

  * 📈 **Performance insights:** <Link href="/knowledge-base/reporting/exporting">Exporting Data</Link> - Export tracker data for external analysis
  * 💡 **Best practices:** <Link href="/knowledge-base/operators/create-manage-commission-plans">Commission Plans</Link> - Understand how tracker performance affects commission rates
  * 🔧 **Troubleshooting:** <Link href="/knowledge-base/troubleshooting/tracking-issues">Tracking Issues</Link> - Solve common tracker-related problems

  **Technical Integration:**

  * 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect with e-commerce platforms
  * 👩‍💻 **API access:** <Link href="/developers/overview">Developer Overview</Link> - Programmatic access to tracker data
  * 🔗 **Tracking setup:** <Link href="/integrations/tracking/ppc-tracking-gtm">PPC Tracking with GTM</Link> - Advanced tracking implementations
</Card>

<Tip>
  **The Tracker Advantage:** By organizing your affiliate marketing around trackers, you gain unprecedented insight into which promotional strategies work best. This systematic approach allows you to make data-driven decisions, scale successful campaigns, and build a more profitable affiliate business. Remember: every promotional effort should have its own tracker, and every tracker should have a clear strategic purpose.
</Tip>


# Glossary
Source: https://docs.affelios.com/knowledge-base/faq/glossary

Comprehensive definitions of affiliate marketing and Affelios platform terminology with links to detailed guides.

<Info>
  This glossary provides essential terminology for understanding affiliate marketing and the Affelios platform. Terms are regularly updated to reflect industry changes and platform developments. Click on linked terms to explore detailed guides and implementation instructions.
</Info>

<Card title="Quick Navigation" icon="compass">
  * [Core Affelios Concepts](#core-affelios-concepts) — Essential platform terminology
  * [Affiliate Marketing Terms](#affiliate-marketing-terms) — Industry-standard definitions
  * [Technical Implementation](#technical-implementation) — Developer and integration terms
  * [Performance & Analytics](#performance--analytics) — Metrics and reporting terminology
  * [Compliance & Legal](#compliance--legal) — Regulatory and policy terms
  * [Affelios Platform Features](#affelios-platform-features) — Platform-specific tools
</Card>

## Core Affelios Concepts

<Card title="Platform Fundamentals" icon="building">
  These terms define the core components and relationships within the Affelios platform ecosystem.
</Card>

### Platform Architecture

| Term                  | Definition                                                                                                                                                                                                                                                                |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Affelios Identity** | A unified login system used by both affiliates and program operators. One identity can belong to multiple programs, streamlining account management across different affiliate relationships.                                                                             |
| **Program**           | A branded space managed by a business (operator). Inside a program you configure commission plans, trackers, branding, traffic sources, and payout rules. See: [Key Concepts](/knowledge-base/overview/key-concepts)                                                      |
| **Operator**          | Business or company that creates and manages affiliate programs. Defines rules, approves affiliates, issues payments, and manages program operations. See: [Key Concepts](/knowledge-base/overview/key-concepts)                                                          |
| **Affiliate**         | A marketing partner who promotes products or services for operators in exchange for commissions. Affiliates use tracking links, creatives, and reporting tools to drive traffic and conversions. See: [Affiliate Onboarding Guide](/knowledge-base/affiliates/onboarding) |

### Tracking & Attribution

| Term                        | Definition                                                                                                                                                                                                                                                           |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **ClickKey**                | The query parameter that carries a click-identifier in affiliate tracking links. Configurable per program to match affiliate/traffic source needs. See: [Key Concepts](/knowledge-base/overview/key-concepts)                                                        |
| **Tracker**                 | A tool used by affiliates to segregate attributions by traffic source or campaign, allowing them to analyze which promotional efforts perform better than others. See: [Tracking Links Guide](/knowledge-base/affiliates/tracking-links)                             |
| **Tracking Link**           | Special URL containing parameters to track affiliate attribution, generated when an affiliate creates a tracker and selects a brand/product combination. See: [Tracking Links Guide](/knowledge-base/affiliates/tracking-links)                                      |
| **Attribution**             | Process of crediting conversions to the appropriate affiliate or marketing touchpoint. Affelios supports multiple attribution models including first-click, last-click, and multi-touch attribution. See: [Attribution Guide](/knowledge-base/operators/attribution) |
| **Attribution Window**      | Time period during which conversions can be attributed to an affiliate click. Configurable per program to match business models and customer journey lengths.                                                                                                        |
| **First-Click Attribution** | Attribution model crediting the first affiliate interaction. Customer's first click on any affiliate link gets credit for subsequent conversions.                                                                                                                    |
| **Last-Click Attribution**  | Attribution model crediting the final affiliate interaction. The last affiliate link clicked before conversion receives full credit.                                                                                                                                 |
| **Cookie**                  | Small text file stored on user's device to track affiliate attribution. Used to maintain ClickKey association throughout customer journey.                                                                                                                           |
| **Cookie Duration**         | Length of time a tracking cookie remains active for attribution. Configurable per program based on typical customer journey length.                                                                                                                                  |

### Commission & Payments

| Term                                             | Definition                                                                                                                                                                                                                                      |
| ------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Commission**                                   | Payment made to affiliates for successful referrals or conversions. Can be structured as revenue share, CPA, or hybrid models. See: [Commission Plans Guide](/knowledge-base/operators/setup-guide#commission-plan-defaults--brand-association) |
| **Commission Plan**                              | Defines how affiliates are rewarded. Can be CPA, revenue share, or a customized hybrid. You can assign different plans for different affiliates. See: [Key Concepts](/knowledge-base/overview/key-concepts)                                     |
| **Revenue Share**                                | Commission model paying a percentage of each sale generated. Most common commission structure in affiliate marketing.                                                                                                                           |
| **Cost Per Acquisition / Cost Per Action (CPA)** | Amount paid for each successful conversion or customer acquisition. Common commission model for lead generation programs.                                                                                                                       |
| **Pay-Per-Click (PPC)**                          | Commission model paying for each click generated. Less common than conversion-based models, focuses on traffic generation.                                                                                                                      |
| **Revenue Share (RS)**                           | Commission model paying percentage per sale. Most common commission structure in affiliate marketing.                                                                                                                                           |
| **Payout**                                       | Payment made to affiliates for earned commissions. Affelios supports multiple payout methods including bank transfer, PayPal, and cryptocurrency. See: [Payout Methods Guide](/knowledge-base/affiliates/payout-methods)                        |

### Traffic & Conversions

| Term               | Definition                                                                                                                                                                                                           |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Traffic**        | Visitors directed to operator websites through affiliate efforts. The primary deliverable of affiliate marketing programs.                                                                                           |
| **Traffic Source** | The origin of traffic: websites, social media profiles, promotional content, etc. Programs may require verification of traffic sources (DNS or meta-tag). See: [Key Concepts](/knowledge-base/overview/key-concepts) |
| **Conversion**     | Desired action taken by a referred customer (purchase, signup, etc.). Tracked through ClickKey attribution and commission processing.                                                                                |
| **Click**          | Action of a user clicking on an affiliate tracking link. Each click generates a unique ClickKey for attribution tracking.                                                                                            |
| **Landing Page**   | Destination page where users arrive after clicking affiliate links. Should be optimized for conversions and include proper tracking parameters.                                                                      |
| **Lead**           | Potential customer who has shown interest but hasn't purchased yet. Qualifies for CPA-based commission structures.                                                                                                   |
| **Referral**       | Customer directed to operator through affiliate marketing efforts. The core value proposition of affiliate marketing programs.                                                                                       |

### Marketing Assets

| Term          | Definition                                                                                                                                |
| ------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Banner**    | Graphical advertisement used by affiliates to promote operator offers. Part of the creative assets provided in Affelios Creative Library. |
| **Deep Link** | Direct link to specific product pages or sections within a website. Used in tracking links to direct customers to relevant content.       |

### Program Management

| Term                    | Definition                                                                                                                                                                                      |
| ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Affiliate Manager**   | Person responsible for recruiting, managing, and supporting affiliate partners. Handles onboarding, performance monitoring, and relationship management.                                        |
| **Affiliate Agreement** | Legal contract outlining terms, conditions, and obligations between affiliates and operators. Establishes commission rates, payment terms, and promotional guidelines.                          |
| **Affiliate ID**        | Unique identifier assigned to each affiliate for tracking and attribution purposes. Used internally by the platform to associate clicks, conversions, and commissions with specific affiliates. |
| **Exclusive Offer**     | Special promotion available only to selected affiliates. Used to reward high-performing partners or test new products.                                                                          |
| **White Label**         | Customizable platform branded with operator's identity. Allows operators to maintain brand consistency throughout the affiliate experience.                                                     |

***

## Affiliate Marketing Terms

<Card title="Industry Standards" icon="industry">
  These terms represent standard affiliate marketing terminology used across the industry and within Affelios.
</Card>

### Marketing Strategies

| Term              | Definition                                                                                                                             |
| ----------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Link Cloaking** | Hiding or disguising affiliate links for better user experience. Improves click-through rates by making links appear more trustworthy. |
| **Sub-affiliate** | Affiliate recruited by another affiliate (in multi-tier programs). Creates additional commission layers in hierarchical programs.      |

### Traffic Sources & Networks

| Term                  | Definition                                                                                                                                                   |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Network**           | Platform connecting multiple affiliates with various operators. Provides centralized access to multiple affiliate programs and opportunities.                |
| **Affiliate Network** | Platform that connects affiliates with multiple operators and programs. Provides centralized access to various affiliate opportunities and management tools. |
| **In-house Program**  | Affiliate program managed directly by the operator company. Contrasts with network-managed programs where third parties handle operations.                   |
| **Organic Traffic**   | Visitors arriving through unpaid search engine results. Contrasts with paid traffic from affiliate marketing efforts.                                        |

### Campaign Management

| Term             | Definition                                                                                                          |
| ---------------- | ------------------------------------------------------------------------------------------------------------------- |
| **Unique Click** | First click from a specific user within defined time period. Prevents double-counting of clicks from the same user. |
| **URL**          | Web address of a page or tracking link. Foundation of all affiliate marketing activities.                           |

### Performance Metrics

| Term                         | Definition                                                                                                                                 |
| ---------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| **Click-Through Rate (CTR)** | Percentage of people who click on a specific link compared to total viewers. Key metric for measuring link effectiveness.                  |
| **Conversion Rate**          | Percentage of clicks that result in successful conversions. Key performance indicator for affiliate program effectiveness.                 |
| **Bounce Rate**              | Percentage of visitors who leave a website after viewing only one page. Important metric for evaluating landing page effectiveness.        |
| **Lifetime Value (LTV)**     | Total revenue expected from a customer over their entire relationship. Important metric for calculating long-term affiliate program value. |
| **Earnings Per Click (EPC)** | Average commission earned per click across all conversions. Calculated by dividing total commissions by total clicks.                      |

### Legal & Compliance

| Term                      | Definition                                                                                                                              |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| **Disclosure**            | Required statement indicating affiliate relationship and compensation. Legal requirement for transparent affiliate marketing practices. |
| **Performance Marketing** | Marketing approach focused on measurable results and ROI. Affiliate marketing is a prime example of performance-based advertising.      |

***

## Technical Implementation

<Card title="Developer & Integration Terms" icon="code">
  Technical terminology for developers and operators implementing Affelios tracking and integrations.
</Card>

### APIs & Integration

| Term                                        | Definition                                                                                                                                                                             |
| ------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **API (Application Programming Interface)** | Set of protocols for building and integrating software applications. Affelios provides REST APIs for programmatic access. See: [API Reference](/developers/reference/overview)         |
| **SDK (Software Development Kit)**          | Tools for building applications with specific platforms. Affelios provides SDKs for JavaScript, PHP, and other languages. See: [SDKs Guide](/developers/reference/sdks)                |
| **JSON**                                    | Data interchange format for API communications. Standard format for all Affelios API requests and responses.                                                                           |
| **Webhook**                                 | Automated HTTP callback for real-time data synchronization. Enables real-time integration between Affelios and operator systems. See: [Webhooks Guide](/developers/reference/webhooks) |

### Tracking Technology

| Term                      | Definition                                                                                                                           |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Pixel**                 | Tracking code used to monitor conversions and user behavior. JavaScript snippet placed on website pages to track customer actions.   |
| **Postback**              | Server-to-server communication for conversion tracking. Secure method for sending conversion data from operator systems to Affelios. |
| **UTM Parameters**        | Tracking codes added to URLs for campaign analysis. Can be combined with ClickKey parameters for comprehensive tracking.             |
| **Cross-Device Tracking** | Monitoring user behavior across multiple devices. Advanced tracking capability for comprehensive customer journey analysis.          |
| **Attribution Model**     | Framework for assigning conversion credit to marketing touchpoints. Affelios supports first-click and last-click attribution models. |

### Security & Infrastructure

| Term                               | Definition                                                                                                                      |
| ---------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| **Encryption**                     | Security process of converting data into coded format. All Affelios communications use industry-standard encryption protocols.  |
| **SSL (Secure Sockets Layer)**     | Security protocol for encrypted internet connections. All Affelios communications use SSL/TLS encryption.                       |
| **CDN (Content Delivery Network)** | Distributed server network for faster content delivery. Used by Affelios to ensure fast loading of tracking scripts and assets. |

***

## Performance & Analytics

<Card title="Metrics & Reporting" icon="chart-line">
  Key performance indicators and analytics terminology used in affiliate marketing and Affelios reporting.
</Card>

### Revenue Metrics

| Term                           | Definition                                                                                                                   |
| ------------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| **Average Order Value (AOV)**  | Mean purchase amount per transaction. Important metric for calculating commission potential and program profitability.       |
| **Revenue Per Visitor (RPV)**  | Average revenue generated per website visitor. Important metric for evaluating traffic quality and conversion effectiveness. |
| **Return on Investment (ROI)** | Profit generated relative to investment made. Overall measure of affiliate program profitability.                            |

### Program Health Metrics

| Term                                | Definition                                                                                                                                         |
| ----------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Churn Rate**                      | Percentage of affiliates who stop participating over time. Key metric for program health and affiliate satisfaction.                               |
| **Customer Acquisition Cost (CAC)** | Total cost to acquire a new customer. Includes affiliate commissions, platform fees, and operational costs.                                        |
| **Quality Score**                   | Rating assessing traffic quality and affiliate performance. Used by operators to evaluate affiliate partnerships and optimize program performance. |
| **Lead Quality Score**              | Rating assessing the value and likelihood of lead conversion. Used to optimize lead generation campaigns and commission structures.                |

### Performance Indicators

| Term                                | Definition                                                                                                                           |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Key Performance Indicator (KPI)** | Metric used to evaluate affiliate program success. Common KPIs include conversion rate, average order value, and return on ad spend. |
| **Earnings Per Click (EPC)**        | Average commission earned per click across all conversions. Calculated by dividing total commissions by total clicks.                |
| **Fraud Score**                     | Risk assessment rating for potentially fraudulent activity. Affelios uses advanced algorithms to detect and prevent click fraud.     |

***

## Compliance & Legal

<Card title="Regulatory & Policy Terms" icon="shield-halved">
  Legal and compliance terminology relevant to affiliate marketing and platform operations.
</Card>

### Privacy & Data Protection

| Term                                          | Definition                                                                                                                                      |
| --------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| **GDPR (General Data Protection Regulation)** | European privacy law governing personal data processing. Affelios provides tools and features to help operators comply with GDPR requirements.  |
| **Data Protection**                           | Measures to secure and properly handle personal information. Affelios implements comprehensive data protection measures to ensure user privacy. |
| **Privacy Policy**                            | Document outlining data collection and usage practices. Required legal document for all affiliate programs and platforms.                       |

### Regulatory Compliance

| Term                        | Definition                                                                                                                            |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Disclosure Requirements** | Legal obligations to reveal affiliate relationships. Required by FTC and other regulatory bodies for transparent affiliate marketing. |
| **Compliance**              | Adherence to legal requirements and platform policies. Essential for maintaining program integrity and avoiding legal issues.         |

### Security Standards

| Term                 | Definition                                                                                                                          |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| **Terms of Service** | Legal agreement outlining platform usage rules and conditions. Establishes the legal framework for affiliate program participation. |

***

## Related Resources

<Card title="Explore Further" icon="book-open">
  Ready to dive deeper? These resources will help you understand and implement the concepts defined in this glossary.
</Card>

### Getting Started

* 🌟 [Key Concepts](/knowledge-base/overview/key-concepts) — Core platform terminology and relationships
* ⚡ [Quickstart Guide](/quickstart) — Get up and running fast
* 👥 [For Affiliates](/knowledge-base/getting-started/for-affiliates) — Affiliate onboarding guide
* ⚙️ [For Operators](/knowledge-base/getting-started/for-operators) — Operator setup guide

### Implementation Guides

* 🔗 [Tracking Links](/knowledge-base/affiliates/tracking-links) — How tracking works in practice
* 🎯 [Attribution](/knowledge-base/operators/attribution) — Technical attribution implementation
* 💰 [Payout Methods](/knowledge-base/affiliates/payout-methods) — Payment processing options
* 🧾 [Invoice & VAT](/knowledge-base/affiliates/invoice-generation-vat) — Financial compliance

### Technical Resources

* 👩‍💻 [API Reference](/developers/reference/overview) — Developer documentation
* 🔌 [Webhooks](/developers/reference/webhooks) — Real-time data synchronization
* 🧩 [Integrations](/integrations) — Platform connections
* 🛠️ [SDKs](/developers/reference/sdks) — Development tools

### Support & Troubleshooting

* 🔧 [Common Issues](/knowledge-base/troubleshooting/common-issues) — Problem resolution
* 📊 [Tracking Issues](/knowledge-base/troubleshooting/tracking-issues) — Technical troubleshooting
* 📋 [Platform Migration](/knowledge-base/faq/platform-migration) — Moving to Affelios

***

<Tip>
  This glossary is regularly updated to reflect industry changes and platform developments. If you don't find a term you're looking for, check our [Key Concepts](/knowledge-base/overview/key-concepts) page or contact support for assistance.
</Tip>


# What is an Affelios Identity?
Source: https://docs.affelios.com/knowledge-base/getting-started/affelios-identity

Understand Affelios Identity and how it powers accounts across programs.

This article describes what an Affelios Identity is and how you can use it as an affiliate or an operator to supercharge your productivity.

Within the **Affelios Ecosystem** a "**User**" is a distinct and separate entity from an "**Affiliate**", or an affiliate program "**Operator**". In this article, we explain what an Affelios Identity is, and how you can make the most out of yours.

## One Identity. Multiple Programs. Unlimited Earnings.

Your **Affelios Identity** allows you to join and partner with any affiliate program running on the **Affelios Platform**.

## One Click Registrations

Gone are the days of painstakingly managing multiple logins to hundreds of partner programs.

Using your Affelios Identity, with just **one click** you can instantly give access to, and share your user registration details with a program that you wish to join.

### How to Join Affiliate Programs

To join a new program couldn't be easier, simply find the affiliate program you want to join and sign in with your Affelios Identity to be presented with a screen similar to the following:

All that's left to do is click "**Allow**" to share your account information with the affiliate program you are trying to join and you'll instantly gain access to the back office.

## Multiple Affiliate Accounts

Once you've joined an affiliate program you'll be able to create multiple affiliate accounts and connect them to one or more **Company** entities that can also be shared between programs.

This allows you to manage universal **Payout Methods** and **Marketing Sources** without any additional overhead, controlling them all from one central location.

Find out more about Companies and how you can use them to supercharge your productivity across multiple affiliate programs.

## What can you use your Affelios Identity for?

Once you've created and verified your account you'll be able to access a variety of services such as:

* **Create and manage Companies** located at [https://affelios.com/companies](https://affelios.com/companies) - companies are used when joining or setting up an affiliate program and allow you to manage your data centrally.
* **Add Payout Methods** to a Company and use them across multiple affiliate programs.
* **Discover and Join** any affiliate programs running on the Affelios platform with a single click.
* **Create and deploy** your own affiliate program and start working with other affiliates to promote your brands!

## Key Benefits

### Centralized Management

* Single login for all affiliate programs
* Unified dashboard experience
* Streamlined account administration

### Enhanced Productivity

* One-click program registration
* Shared company profiles across programs
* Universal payout method management

### Simplified Operations

* No need to manage multiple credentials
* Consistent branding across programs
* Centralized marketing source tracking

## Getting Started

To create your Affelios Identity and start taking advantage of these benefits:

1. **Sign up** for an Affelios account
2. **Complete** your profile information
3. **Verify** your identity as required
4. **Start joining** affiliate programs with one-click access

Your Affelios Identity is your gateway to the entire ecosystem of affiliate programs running on the platform.

## Ready to Get Started?

<Card title="Create Your Affelios Identity" icon="user-plus" href="/knowledge-base/identity/create-identity">
  Follow our step-by-step guide to create your free Affelios Identity and start accessing affiliate programs with one-click registration.
</Card>

## Additional Resources

<CardGroup>
  <Card title="Switching Sign-in Providers" icon="key" href="/knowledge-base/identity/switching-sign-in-providers">
    Learn how to change your authentication method and manage multiple sign-in providers for your Affelios Identity.
  </Card>

  <Card title="Reset Your Password" icon="lock" href="/knowledge-base/identity/reset-password">
    Step-by-step guide to reset your Affelios Identity password.
  </Card>
</CardGroup>


# Quickstart
Source: https://docs.affelios.com/knowledge-base/getting-started/quickstart

Choose your onboarding flow as an Operator or Affiliate to get started.

Choose one of the onboarding flows below that is more suitable to you.

<Info>
  If you haven't already, make sure to [Create an Affelios Identity](/knowledge-base/getting-started/affelios-identity) first before proceeding with the onboarding flow.
</Info>

<CardGroup>
  <Card title="I'm an Operator" icon="box-open" href="/knowledge-base/getting-started/for-operators">
    Looking to start your own program and onboard affiliates, follow this simple guide
  </Card>

  <Card title="I'm an Affiliate" icon="people-group" href="/knowledge-base/getting-started/for-affiliates">
    I'm an affiliate looking to join a program and start earning commissions
  </Card>
</CardGroup>


# Understanding Billing
Source: https://docs.affelios.com/knowledge-base/getting-started/understanding-billing

Complete guide to Affelios billing cycles, unit usage tracking, and invoice management for program operators

<Info>
  This guide explains how Affelios billing works, including billing cycles, unit usage tracking, and invoice management. Understanding these concepts is essential for managing your program costs and optimizing your affiliate marketing budget.
</Info>

## Billing Overview

<Card title="How Affelios Billing Works" icon="receipt">
  When you start a program with Affelios and choose a plan, you'll initially be charged for the cost of that plan. Then, in every billing cycle, you'll be billed for your plan's fee plus any additional costs tied to your unit usage, according to the rates for those units under your plan.
</Card>

### Billing Components

<AccordionGroup>
  <Accordion title="Plan Fees">
    **Base Subscription Cost:**

    * Fixed monthly fee for your chosen plan
    * Includes core platform features and functionality
    * Covers basic program management tools
    * Provides access to affiliate dashboard and reporting

    **Plan Features:**

    * Commission plan management
    * Affiliate onboarding and management
    * Basic reporting and analytics
    * Standard support and documentation
  </Accordion>

  <Accordion title="Unit Usage Costs">
    **Usage-Based Charges:**

    * Additional costs based on platform usage
    * Calculated according to your plan's unit rates
    * Added to your monthly plan fee
    * Varies based on program activity and scale

    **Unit Types:**

    * Ad Requests - Media asset serving and display
    * Click Processing - Affiliate link tracking and redirects
    * Transactions - Commission processing and payments
  </Accordion>

  <Accordion title="Total Billing">
    **Monthly Invoice Calculation:**

    ```
    Total Monthly Cost = Plan Fee + (Unit Usage × Unit Rates)
    ```

    **Billing Transparency:**

    * Detailed breakdown of all charges
    * Unit usage reporting for each service
    * Clear pricing structure and rates
    * Predictable cost management
  </Accordion>
</AccordionGroup>

***

## Unit Usage Tracking

<Card title="Usage Monitoring" icon="chart-line">
  At the end of each day, Affelios reports the total volume of units for the previous day. The reported amount will be available for view within the billing section of your account.
</Card>

### Types of Chargeable Units

<AccordionGroup>
  <Accordion title="Ad Requests">
    **What Are Ad Requests:**

    * Media asset serving and display requests
    * Banner advertisements and creative assets
    * HTML5 content and promotional materials
    * Image and video content delivery

    **When They're Charged:**

    * Each time a media asset is requested
    * When affiliates access promotional materials
    * During creative asset serving
    * For all media content delivery

    **Usage Tracking:**

    * Real-time monitoring of ad requests
    * Daily reporting of total volume
    * Historical usage analytics
    * Cost optimization insights
  </Accordion>

  <Accordion title="Click Processing">
    **What Is Click Processing:**

    * Affiliate link tracking and redirects
    * Click attribution and routing
    * Link validation and processing
    * Traffic source identification

    **When It's Charged:**

    * Each affiliate link click processed
    * Link redirect and tracking operations
    * Attribution data processing
    * Click validation and routing

    **Usage Tracking:**

    * Click volume monitoring
    * Processing efficiency metrics
    * Daily click processing reports
    * Performance optimization data
  </Accordion>

  <Accordion title="Transactions">
    **What Are Transactions:**

    * Commission processing and calculations
    * Payment processing and settlements
    * Financial transaction handling
    * Revenue attribution and reporting

    **When They're Charged:**

    * Only when transactions are processed
    * Pending transactions are not charged
    * Processed on the day of completion
    * Based on actual transaction volume

    **Important Note:**
    Transactions are only charged when they have been processed. If a transaction is considered "pending," then it is only reported to the system on the day that it is processed.
  </Accordion>
</AccordionGroup>

### Usage Reporting

<Steps>
  <Step title="Daily Reporting">
    Affelios reports total unit volume for the previous day at the end of each day.
  </Step>

  <Step title="Billing Section Access">
    View your unit usage reports in the billing section of your account dashboard.
  </Step>

  <Step title="Usage Analytics">
    Monitor trends, patterns, and optimization opportunities in your usage data.
  </Step>

  <Step title="Cost Management">
    Use usage data to optimize your program and control costs effectively.
  </Step>
</Steps>

***

## Billing Cycle Management

<Card title="Monthly Billing Process" icon="calendar">
  Billing cycles correspond to calendar months, with invoices issued on the first day of each month. Following the generation of an invoice, payment via credit card is processed shortly after that.
</Card>

### Billing Cycle Details

<AccordionGroup>
  <Accordion title="Calendar Month Cycles">
    **Billing Period:**

    * Billing cycles align with calendar months
    * January 1st to January 31st = January billing cycle
    * February 1st to February 28th/29th = February billing cycle
    * Consistent monthly billing regardless of signup date

    **Invoice Generation:**

    * Invoices created on the first day of each month
    * Covers the previous month's usage and fees
    * Includes detailed breakdown of all charges
    * Available for download and review
  </Accordion>

  <Accordion title="Payment Processing">
    **Payment Timeline:**

    * Invoice generated on the 1st of each month
    * Credit card payment processed shortly after
    * Automatic payment processing for convenience
    * Email notifications for payment status

    **Payment Methods:**

    * Credit card payments (primary method)
    * Automatic recurring billing
    * Secure payment processing
    * Payment confirmation and receipts
  </Accordion>

  <Accordion title="Unit Compilation Process">
    **Daily Unit Tracking:**

    * Units compiled at end of each day
    * Previous day's data reported daily
    * Real-time usage monitoring available
    * Historical data maintained for analysis

    **Monthly Compilation:**

    * Units from previous day not compiled on 1st of month
    * On 2nd day of month, gather units from last two days
    * Approach taken for accounting accuracy
    * Prevents alteration of finalized billing periods
  </Accordion>
</AccordionGroup>

### Understanding Your Invoice

<Card title="Invoice Breakdown" icon="file-invoice">
  Understanding the tracking of unit usage is crucial when reviewing an invoice. Your invoice will reflect the costs incurred from the cumulative total of your unit usage.
</Card>

<AccordionGroup>
  <Accordion title="Invoice Components">
    **Plan Fee:**

    * Base monthly subscription cost
    * Fixed fee regardless of usage
    * Core platform access and features
    * Standard support and documentation

    **Unit Usage Charges:**

    * Ad Requests × Ad Request Rate
    * Click Processing × Click Processing Rate
    * Transactions × Transaction Rate
    * Total usage-based costs

    **Total Amount Due:**

    * Plan fee + unit usage charges
    * Taxes and fees (if applicable)
    * Final amount for payment
  </Accordion>

  <Accordion title="Usage Details">
    **Detailed Breakdown:**

    * Daily unit usage for each service
    * Rate calculations and totals
    * Historical comparison data
    * Cost optimization recommendations

    **Transparency Features:**

    * Clear line-item billing
    * Detailed usage explanations
    * Historical trend analysis
    * Cost projection tools
  </Accordion>
</AccordionGroup>

***

## Cost Management & Optimization

<Card title="Budget Optimization" icon="chart-pie">
  Effective cost management helps you optimize your affiliate program budget and maximize ROI while maintaining necessary functionality.
</Card>

### Cost Optimization Strategies

<AccordionGroup>
  <Accordion title="Usage Monitoring">
    **Regular Review:**

    * Monitor daily usage reports
    * Identify usage patterns and trends
    * Track cost increases and decreases
    * Set usage alerts and notifications

    **Optimization Opportunities:**

    * Reduce unnecessary ad requests
    * Optimize click processing efficiency
    * Streamline transaction processing
    * Implement usage best practices
  </Accordion>

  <Accordion title="Plan Optimization">
    **Right-Sizing:**

    * Choose appropriate plan for your needs
    * Upgrade or downgrade based on usage
    * Consider usage patterns and growth
    * Evaluate feature requirements

    **Cost-Benefit Analysis:**

    * Compare plan costs vs. benefits
    * Analyze ROI of platform features
    * Consider alternative solutions
    * Optimize for your specific use case
  </Accordion>

  <Accordion title="Usage Efficiency">
    **Best Practices:**

    * Optimize media asset delivery
    * Implement efficient tracking methods
    * Streamline transaction processing
    * Monitor and reduce waste

    **Efficiency Metrics:**

    * Cost per conversion tracking
    * Usage efficiency ratios
    * Performance vs. cost analysis
    * Optimization recommendations
  </Accordion>
</AccordionGroup>

### Budget Planning

<Steps>
  <Step title="Historical Analysis">
    Review past usage patterns to predict future costs and plan your budget accordingly.
  </Step>

  <Step title="Growth Planning">
    Factor in expected program growth when planning your budget and choosing plans.
  </Step>

  <Step title="Cost Monitoring">
    Set up regular monitoring and alerts to track costs and identify optimization opportunities.
  </Step>

  <Step title="Regular Review">
    Conduct monthly reviews of your billing and usage to ensure optimal cost management.
  </Step>
</Steps>

***

## Troubleshooting Billing Issues

<Card title="Common Billing Questions" icon="question">
  Address frequently asked questions about billing, usage, and invoice management.
</Card>

### Billing Questions

<AccordionGroup>
  <Accordion title="Understanding Charges">
    **Q: Why is my bill higher than expected?**

    **Common Causes:**

    * Increased affiliate activity and clicks
    * Higher transaction volume
    * More media asset requests
    * Plan upgrade or feature additions

    **Resolution:**

    * Review detailed usage breakdown
    * Check for unusual activity spikes
    * Compare with previous months
    * Contact support for clarification

    **Q: When are transactions charged?**

    **Answer:**

    * Only when transactions are processed
    * Pending transactions are not charged
    * Charged on the day of processing
    * Based on actual completion status
  </Accordion>

  <Accordion title="Usage Questions">
    **Q: How can I reduce my unit usage costs?**

    **Optimization Strategies:**

    * Optimize media asset delivery
    * Implement efficient tracking
    * Reduce unnecessary ad requests
    * Streamline transaction processing

    **Q: Why aren't pending transactions charged?**

    **Explanation:**

    * Only processed transactions are charged
    * Pending transactions may be cancelled
    * Charging occurs upon completion
    * Ensures accurate billing for actual usage
  </Accordion>

  <Accordion title="Payment Questions">
    **Q: When is my payment processed?**

    **Payment Timeline:**

    * Invoice generated on 1st of month
    * Payment processed shortly after
    * Automatic credit card processing
    * Email confirmation sent

    **Q: Can I change my payment method?**

    **Options:**

    * Update credit card information
    * Change billing preferences
    * Contact support for assistance
    * Manage payment methods in dashboard
  </Accordion>
</AccordionGroup>

### Getting Support

<Info>
  Need help understanding your billing or resolving billing issues? Our support team can assist with:

  * Detailed billing explanations and breakdowns
  * Usage optimization recommendations
  * Payment method updates and changes
  * Billing dispute resolution and clarification

  Contact support through your Affelios dashboard or reach out to your account manager for personalized billing assistance.
</Info>

***

## Next Steps

<Card title="Billing Management" icon="arrow-right">
  <Info>
    Now that you understand Affelios billing, use this knowledge to optimize your program costs and manage your affiliate marketing budget effectively.
  </Info>

  **Immediate Actions:**

  * Review your current billing and usage patterns
  * Set up usage monitoring and alerts
  * Analyze cost optimization opportunities
  * Plan your budget based on usage trends

  **Ongoing Management:**

  * Monitor daily usage reports regularly
  * Optimize program efficiency to reduce costs
  * Review and adjust plans as needed
  * Maintain cost-effective affiliate operations

  **Additional Resources:**

  * [Pricing Page](https://affelios.com/pricing) - Current plan costs and unit rates
  * [Cancel Subscription](/knowledge-base/troubleshooting/cancel-subscription) - Subscription management
  * [Setup Guide](/knowledge-base/operators/setup-guide) - Program configuration and optimization
  * [API Documentation](/developers/reference/overview) - Programmatic billing and usage management
</Card>

<Tip>
  Regular monitoring of your usage patterns helps you optimize costs and choose the right plan for your needs. Set up usage alerts to stay informed about your program's activity and costs.
</Tip>


# How attribution works
Source: https://docs.affelios.com/knowledge-base/operators/attribution

Technical guide for implementing Affelios tracking on your website - ClickKey handling, attribution setup, and backend integration

<Info>
  This guide is specifically for **program operators** who need to implement Affelios tracking on their websites. If you're an affiliate looking to understand how tracking works, see [How Tracking Links Work](/knowledge-base/affiliates/tracking-links).
</Info>

## Technical Implementation Overview

<Card title="Implementation Requirements" icon="code">
  As an operator, you need to integrate Affelios tracking into your website to properly attribute sales to affiliates and process commission payments. This involves handling ClickKeys, storing attribution data, and sending transaction information to Affelios.
</Card>

### Integration Architecture

<Steps>
  <Step title="ClickKey Reception">
    Configure your website to receive and capture ClickKeys from affiliate tracking links when customers arrive at your site.
  </Step>

  <Step title="Attribution Storage">
    Store ClickKey data in your backend system, associating it with customer sessions or accounts for future attribution.
  </Step>

  <Step title="Transaction Reporting">
    Send revenue and transaction data to Affelios along with stored ClickKeys to generate affiliate commissions.
  </Step>

  <Step title="Commission Processing">
    Affelios processes the transaction data and calculates commissions based on your configured commission plans.
  </Step>
</Steps>

***

## ClickKey Parameter Implementation

<Card title="Landing Page Integration" icon="globe">
  When setting up your brands in Affelios, you specify how ClickKeys are passed to your website through URL parameters.
</Card>

### Common Parameter Configurations

<AccordionGroup>
  <Accordion title="Standard Parameter Names">
    **Most Common Implementations:**

    ```
    https://yoursite.com/product?clickId=[ClickKey]
    https://yoursite.com/product?referral=[ClickKey]
    https://yoursite.com/product?utm_source=affiliate&clickId=[ClickKey]
    ```

    **Parameter Name Options:**

    * `clickId` - Most common and recommended
    * `gclid` - Google-style parameter for familiarity
    * `btag` - Custom brand tag
    * `referral` - Simple referral parameter
    * `affiliate_id` - Descriptive parameter name
    * `tracking_code` - Alternative descriptive name
  </Accordion>

  <Accordion title="URL Structure Examples">
    **Product-Specific Landing:**

    ```
    https://yourstore.com/products/widget-pro?clickId=abc123def456
    ```

    **Category Landing:**

    ```
    https://yourstore.com/category/electronics?referral=xyz789uvw012
    ```

    **Homepage with UTM:**

    ```
    https://yourstore.com/?utm_source=affiliate&utm_medium=link&clickId=mno345pqr678
    ```

    **Custom Landing Pages:**

    ```
    https://yourstore.com/special-offer?btag=stu901vwx234&campaign=summer2024
    ```
  </Accordion>

  <Accordion title="Multi-Parameter Support">
    **Combining Parameters:**

    ```
    https://yoursite.com/product?clickId=abc123&utm_source=affiliate&utm_campaign=summer
    ```

    **Fallback Parameters:**

    * Primary: `clickId`
    * Secondary: `gclid` (for Google Ads compatibility)
    * Tertiary: `referral` (for general referral tracking)

    **Implementation Logic:**

    ```javascript theme={null}
    function getClickKey() {
      const urlParams = new URLSearchParams(window.location.search);
      return urlParams.get('clickId') || 
             urlParams.get('gclid') || 
             urlParams.get('referral') || 
             null;
    }
    ```
  </Accordion>
</AccordionGroup>

***

## Backend ClickKey Storage

<Card title="Attribution Data Management" icon="database">
  Proper ClickKey storage is critical for accurate commission attribution. You need to capture and maintain ClickKey data throughout the customer journey.
</Card>

### Storage Implementation Strategies

<Tabs>
  <Tab title="Session-Based Storage">
    <Card title="Server Session Storage" icon="server">
      **Implementation Approach:**

      * Store ClickKey in server-side sessions
      * Maintain throughout customer browsing session
      * Associate with customer actions and eventual purchases

      **Example (Node.js/Express):**

      ```javascript theme={null}
      // Capture ClickKey on landing
      app.get('*', (req, res, next) => {
        const clickKey = req.query.clickId || req.query.gclid || req.query.referral;
        if (clickKey) {
          req.session.clickKey = clickKey;
          req.session.clickTimestamp = new Date();
        }
        next();
      });

      // Use during checkout
      app.post('/checkout', (req, res) => {
        const order = processOrder(req.body);
        if (req.session.clickKey) {
          order.affiliateClickKey = req.session.clickKey;
          order.clickTimestamp = req.session.clickTimestamp;
        }
        // Process order and send to Affelios
      });
      ```

      **Pros:**

      * Simple implementation
      * Reliable for same-session purchases
      * No client-side storage issues

      **Cons:**

      * Lost if session expires
      * Doesn't work across devices
      * Limited attribution window
    </Card>
  </Tab>

  <Tab title="Cookie-Based Storage">
    <Card title="Browser Cookie Storage" icon="cookie">
      **Implementation Approach:**

      * Store ClickKey in persistent cookies
      * Configure appropriate expiration time
      * Maintain across multiple sessions and visits

      **Example (JavaScript):**

      ```javascript theme={null}
      // Set ClickKey cookie on landing
      function setClickKeyCookie() {
        const urlParams = new URLSearchParams(window.location.search);
        const clickKey = urlParams.get('clickId') || urlParams.get('gclid');
        
        if (clickKey) {
          // Set cookie for 30 days
          const expirationDate = new Date();
          expirationDate.setDate(expirationDate.getDate() + 30);
          
          document.cookie = `clickKey=${clickKey}; expires=${expirationDate.toUTCString()}; path=/; SameSite=Lax`;
          document.cookie = `clickTimestamp=${Date.now()}; expires=${expirationDate.toUTCString()}; path=/; SameSite=Lax`;
        }
      }

      // Retrieve during checkout
      function getClickKeyFromCookie() {
        const cookies = document.cookie.split(';');
        const clickKeyCookie = cookies.find(cookie => cookie.trim().startsWith('clickKey='));
        return clickKeyCookie ? clickKeyCookie.split('=')[1] : null;
      }
      ```

      **Cookie Configuration Best Practices:**

      * Set appropriate expiration (30-90 days typical)
      * Use `SameSite=Lax` for cross-site compatibility
      * Consider `Secure` flag for HTTPS sites
      * Implement cookie consent compliance

      **Pros:**

      * Persists across sessions
      * Works for return customers
      * Client-side implementation possible

      **Cons:**

      * Subject to cookie blocking
      * Privacy concerns
      * May be cleared by users
    </Card>
  </Tab>
</Tabs>

***

## Transaction Reporting to Affelios

Once you have ClickKey data stored and a customer completes a purchase, you need to send transaction information to Affelios to generate affiliate commissions.

<Card title="Attribution flow" icon="cloud-binary">
  **Complete Attribution Flow:**
  The optimal approach follows a clear progression from initial capture to permanent storage and reporting.

  **Step-by-Step Flow:**

  1. **Initial Capture** - Store in temporary locations for immediate tracking
  2. **User Registration** - Transfer to permanent user record when they sign up
  3. **Purchase Event** - Associate with transaction and report to Affelios

  **Implementation Approach:**

  * **Frontend**: Capture ClickKeys in session storage and cookies for persistence
  * **Backend**: Transfer attribution data to permanent database storage during registration
  * **Purchase Flow**: Retrieve ClickKey from user account or temporary storage, then report to Affelios

  **Integration Points:**

  * User registration endpoint receives and stores ClickKey data
  * Order creation endpoint handles attribution lookup and reporting
  * Fallback logic ensures attribution works for both registered and anonymous users

  **Benefits of This Flow:**

  * **Immediate capture** - No attribution loss from page navigation
  * **Progressive enhancement** - Upgrades from temporary to permanent storage
  * **Reliable reporting** - Multiple fallback sources ensure attribution
  * **Clean architecture** - Clear separation of capture, storage, and reporting
</Card>

***

## Commission Plan Configuration

<Card title="Attribution Logic Setup" icon="user-plus">
  Configure how commissions are calculated and attributed to affiliates based on your business requirements.
</Card>

### Commission Plan Hierarchy

<Card title="Plan Priority System" icon="sitemap">
  **Commission Plan Evaluation Order:**\
  Affelios evaluates commission plans in order of specificity, using the most specific match available:

  1. **Affiliate + Brand + Product + Tracker** (Most specific)
  2. **Affiliate + Brand + Tracker**
  3. **Affiliate + Tracker**
  4. **Affiliate + Product**
  5. **Affiliate + Brand**
  6. **Affiliate only** (Least specific affiliate plan)
  7. **Default Product Plan** (Brand + Product)
  8. **Default Brand Plan**
  9. **Fully Default Plan** (System-wide fallback)

  **Implementation Considerations:**

  * Create specific plans for high-value affiliates
  * Set product-specific rates for different margin items
  * Use tracker-specific plans for performance incentives
  * Always have default plans as fallbacks
</Card>

***

## Testing and Validation

<Card title="Implementation Verification" icon="cloud-check">
  Ensure your tracking implementation is working correctly before going live with affiliate programs.
</Card>

### Testing Procedures

<Steps>
  <Step title="ClickKey Capture Testing">
    **Test URL Parameter Handling:**

    1. Create test affiliate links with ClickKeys
    2. Visit your site using these test links
    3. Verify ClickKeys are captured and stored correctly
    4. Test different parameter names and URL structures
    5. Confirm storage persistence across page navigation
  </Step>

  <Step title="Attribution Flow Testing">
    **Test Complete Customer Journey:**

    1. Click test affiliate link
    2. Browse your site normally
    3. Add products to cart
    4. Complete checkout process
    5. Verify ClickKey is included in transaction data
    6. Confirm transaction is sent to Affelios correctly
  </Step>

  <Step title="API Integration Testing">
    **Validate API Communication:**

    1. Test transaction submission endpoints
    2. Verify authentication is working
    3. Test error handling and retry logic
    4. Validate data format and required fields
    5. Test both individual and batch submissions
  </Step>

  <Step title="Commission Verification">
    **Confirm Commission Attribution:**

    1. Submit test transactions through API
    2. Check Affelios dashboard for commission records
    3. Verify commission amounts match expected rates
    4. Test different commission plan scenarios
    5. Validate attribution timing and processing
  </Step>
</Steps>

### Common Implementation Issues

<AccordionGroup>
  <Accordion title="ClickKey Not Being Captured">
    **Symptoms:**

    * Affiliate links working but no attribution
    * Missing ClickKey data in transaction submissions
    * No commissions being generated

    **Troubleshooting:**

    * Verify URL parameter configuration matches affiliate links
    * Check JavaScript console for errors
    * Test with different browsers and privacy settings
    * Ensure proper parameter parsing and storage
    * Validate server-side parameter handling
  </Accordion>

  <Accordion title="Attribution Data Loss">
    **Symptoms:**

    * ClickKeys captured but lost during customer journey
    * Partial attribution for some transactions
    * Inconsistent commission attribution

    **Solutions:**

    * Implement multiple storage methods (session, cookie, database)
    * Increase cookie expiration times
    * Add ClickKey persistence across customer login
    * Test cross-device and return customer scenarios
    * Implement backup attribution methods
  </Accordion>

  <Accordion title="API Integration Problems">
    **Symptoms:**

    * Transactions not appearing in Affelios
    * API errors or authentication failures
    * Delayed or missing commission processing

    **Resolution:**

    * Verify API endpoint URLs and authentication tokens
    * Check API response status codes and error messages
    * Implement proper error handling and retry logic
    * Validate JSON data format and required fields
    * Test with Affelios sandbox environment first
  </Accordion>
</AccordionGroup>

***

## Security and Compliance

<Card title="Data Protection and Security" icon="shield">
  Implement proper security measures to protect customer data and ensure compliance with privacy regulations.
</Card>

### Data Security Requirements

<AccordionGroup>
  <Accordion title="ClickKey Data Protection">
    **Security Measures:**

    * Store ClickKeys securely in your database
    * Use encrypted connections (HTTPS) for all tracking
    * Implement access controls for attribution data
    * Regular security audits of tracking implementation
    * Secure API token management

    **Data Retention:**

    * Define retention policies for attribution data
    * Implement data purging for expired attributions
    * Comply with customer data deletion requests
    * Maintain audit logs for attribution activities
  </Accordion>

  <Accordion title="Privacy Compliance">
    **GDPR Compliance:**

    * Obtain proper consent for tracking cookies
    * Provide clear privacy notices about affiliate tracking
    * Support customer data deletion requests
    * Implement data portability for attribution data

    **Privacy-First Alternatives:**

    * Server-side attribution storage
    * Account-based attribution for logged-in users
    * First-party cookie implementation
    * Consent-based tracking activation
  </Accordion>

  <Accordion title="API Security">
    **Authentication Security:**

    * Use strong API tokens and rotate regularly
    * Implement IP whitelisting for API access
    * Use HTTPS for all API communications
    * Monitor API usage for suspicious activity

    **Data Transmission Security:**

    * Encrypt sensitive data in API payloads
    * Implement request signing for data integrity
    * Use secure token storage and management
    * Regular security audits of API integration
  </Accordion>
</AccordionGroup>

***

## Performance Optimization

<Card title="Scalable Implementation" icon="gauge">
  Optimize your tracking implementation for performance and scalability as your affiliate program grows.
</Card>

### Performance Best Practices

<AccordionGroup>
  <Accordion title="Client-Side Optimization">
    **Minimize Page Load Impact:**

    * Load tracking scripts asynchronously
    * Use lightweight ClickKey capture methods
    * Implement lazy loading for non-critical tracking
    * Optimize cookie and storage operations
  </Accordion>

  <Accordion title="Server-Side Optimization">
    **Database Performance:**

    * Index ClickKey and customer ID columns
    * Implement efficient attribution lookup queries
    * Use database connection pooling
    * Consider read replicas for reporting queries

    **API Performance:**

    * Implement batch transaction submissions
    * Use asynchronous API calls where possible
    * Implement request queuing for high volume
    * Add monitoring and alerting for API performance
  </Accordion>

  <Accordion title="Scalability Planning">
    **High-Volume Considerations:**

    * Plan for batch processing of transactions
    * Implement queue systems for API submissions
    * Design for horizontal scaling of tracking infrastructure
    * Monitor performance metrics and bottlenecks

    **Infrastructure Scaling:**

    * Load balancing for tracking endpoints
    * Database sharding for large attribution datasets
    * Auto-scaling for transaction processing
    * Monitoring and alerting for system health
  </Accordion>
</AccordionGroup>

***

## Next Steps and Resources

<Card title="Implementation Support" icon="arrow-right">
  <Info>
    Ready to implement Affelios tracking on your website? Use these resources to ensure a successful integration.
  </Info>

  **Technical Documentation:**

  * 📚 **API reference:** <Link href="/api-reference">API Reference</Link> - Complete API documentation and endpoints
  * 🔐 **Authentication:** <Link href="/developers/authentication">API Authentication</Link> - API authentication setup and security
  * 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - E-commerce platform integration examples
  * 🔗 **Tracking setup:** <Link href="/integrations/tracking/ppc-tracking-gtm">PPC Tracking with GTM</Link> - Advanced tracking implementations

  **Testing & Support:**

  * 🧪 **Testing guide:** <Link href="/developers/testing">Testing Guide</Link> - Comprehensive testing procedures and tools
  * 🔧 **Troubleshooting:** <Link href="/knowledge-base/troubleshooting/tracking-issues">Tracking Issues</Link> - Common problems and solutions
  * ⚡ **Best practices:** <Link href="/developers/best-practices">Best Practices</Link> - Integration guidelines and optimization tips
  * 📊 **Analytics:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Monitor your tracking implementation performance
</Card>

<Tip>
  Start with a simple implementation using session-based ClickKey storage and immediate API submission. You can add more sophisticated features like database storage and batch processing as your program scales.
</Tip>


# Auto-Approve Affiliates
Source: https://docs.affelios.com/knowledge-base/operators/auto-approve-affiliates

Guide to automatically approving affiliate applications - benefits, risks, and best practices for streamlining affiliate onboarding

<Info>
  This guide is specifically for **program operators** who want to streamline affiliate onboarding by automatically approving affiliate applications. If you're an affiliate looking to understand the application process, see [Affiliate Onboarding](/knowledge-base/affiliates/onboarding).
</Info>

## Auto-Approve Affiliates Overview

<Card title="Automated Affiliate Approval" icon="user-plus">
  Auto-approve affiliates is a program-wide setting that eliminates the need to manually review and approve each affiliate application. When enabled, affiliate applications are automatically approved and affiliates can immediately start promoting your program without waiting for manual operator review.
</Card>

### How Auto-Approve Affiliates Works in Affelios

<Steps>
  <Step title="Affiliate Application">
    When someone applies to join your affiliate program, they submit their application through the Affelios platform with their basic information and promotional methods.
  </Step>

  <Step title="Automatic Approval">
    If auto-approve affiliates is enabled for the program, the application is immediately approved and the affiliate gains access to tracking links and promotional materials.
  </Step>

  <Step title="Immediate Access">
    Approved affiliates can immediately start promoting your program, generate tracking links, and earn commissions without waiting for manual review.
  </Step>

  <Step title="Manual Review (if disabled)">
    If auto-approve is disabled, applications remain pending until you manually review each affiliate's information and approve or reject them through the Affelios dashboard.
  </Step>
</Steps>

***

## Benefits of Auto-Approve Affiliates

<Card title="Faster Affiliate Onboarding" icon="clock">
  Auto-approve affiliates eliminates delays in the application process, allowing qualified affiliates to start promoting immediately and reducing barriers to program growth.
</Card>

### Operational Benefits

<AccordionGroup>
  <Accordion title="Eliminated Manual Application Review">
    **Time Savings:**

    * No more reviewing individual affiliate applications
    * Eliminate the daily task of processing application queues
    * Free up operator time for program growth and relationship building
    * Remove bottlenecks in affiliate onboarding workflow

    **Simplified Operations:**

    * Applications are automatically processed without manual intervention
    * No risk of forgetting to review pending applications
    * Consistent processing without delays due to operator availability
    * Reduced complexity in day-to-day program management

    **Scalability:**

    * Handle growing application volumes without additional manual work
    * Process hundreds of affiliate applications automatically
    * Scale affiliate recruitment without scaling administrative overhead
  </Accordion>

  <Accordion title="Improved Affiliate Experience">
    **Immediate Program Access:**

    * Affiliates can start promoting right after application submission
    * No waiting period for manual approval
    * Faster time-to-first-commission for new affiliates
    * Reduced friction in the affiliate onboarding process

    **Better Recruitment Appeal:**

    * Auto-approval is attractive to potential affiliates
    * Competitive advantage over programs requiring manual approval
    * Demonstrates trust and confidence in affiliate partners
    * Reduces abandonment during the application process

    **Enhanced Affiliate Satisfaction:**

    * Immediate access to promotional materials and tracking links
    * No uncertainty about application status
    * Faster path to earning commissions
    * Improved first impression of program efficiency
  </Accordion>

  <Accordion title="Program Growth Advantages">
    **Faster Program Scaling:**

    * Remove barriers to affiliate recruitment
    * Enable rapid program expansion during growth phases
    * Support viral growth through word-of-mouth recommendations
    * Capitalize on marketing campaigns and recruitment drives

    **Resource Optimization:**

    * Focus operator time on high-value affiliate relationship management
    * Allocate resources to program optimization and strategy
    * Spend time on performance analysis rather than application processing
    * Enable data-driven program development
  </Accordion>
</AccordionGroup>

***

## Risks and Disadvantages

<Card title="Potential Drawbacks" icon="triangle-exclamation">
  While auto-approve affiliates offers significant benefits, operators should understand the potential risks and implement appropriate safeguards to mitigate them.
</Card>

### Risk Categories

<AccordionGroup>
  <Accordion title="Quality Control Risks">
    **Unvetted Affiliate Access:**

    * Low-quality or inappropriate affiliates may be automatically approved
    * Potential for affiliates using prohibited promotional methods
    * Risk of brand damage from poor affiliate practices
    * Difficulty maintaining program standards without upfront review

    **Mitigation Strategies:**

    * Implement clear affiliate terms and conditions
    * Monitor affiliate performance and promotional methods post-approval
    * Maintain ability to suspend affiliates who violate program terms
    * Regular audits of affiliate promotional activities
  </Accordion>

  <Accordion title="Fraud and Abuse Risks">
    **Malicious Affiliate Applications:**

    * Fraudulent affiliates can gain immediate access to the program
    * Potential for coordinated fraud attempts
    * Risk of affiliates with intent to generate fake commissions
    * Increased vulnerability to affiliate fraud schemes

    **Enhanced Risk When Combined:**

    * **Critical**: When used with auto-approve commissions, fraud risk increases significantly
    * Fraudulent affiliates can generate and get paid for fake commissions automatically
    * Reduced oversight at both application and commission approval stages
    * Higher potential for financial losses before detection
  </Accordion>

  <Accordion title="Program Management Challenges">
    **Reduced Initial Oversight:**

    * Less visibility into affiliate quality and intentions upfront
    * Difficulty identifying potential issues before they occur
    * Reduced opportunity for affiliate education during onboarding
    * Need for stronger post-approval monitoring systems

    **Compliance and Brand Protection:**

    * Risk of affiliates violating advertising regulations
    * Potential for trademark or brand guideline violations
    * Difficulty ensuring compliance with program terms
    * Need for reactive rather than proactive quality control
  </Accordion>
</AccordionGroup>

***

## Configuration and Setup

<Card title="Simple Program Configuration" icon="gear">
  Auto-approve affiliates in Affelios is configured as a simple on/off toggle for your entire program. When enabled, all affiliate applications for your program are automatically approved.
</Card>

### How to Enable Auto-Approve Affiliates

<Steps>
  <Step title="Access Program Settings">
    Navigate to your program dashboard in Affelios and access your program settings.
  </Step>

  <Step title="Toggle Auto-Approve">
    Find the "Auto-Approve Affiliates" setting and enable it for your program.
  </Step>

  <Step title="Save Configuration">
    Save your changes. From this point forward, all new affiliate applications for your program will be automatically approved.
  </Step>
</Steps>

### Program-Wide Impact

<Card title="Program-Level Control" icon="toggle-on">
  **Program-Wide Configuration:**
  Auto-approve affiliates applies to your entire Affelios program. When enabled, all affiliate applications across all brands in your program are automatically approved. This means:

  * All brands in your program will have auto-approved affiliates
  * You cannot selectively enable auto-approve for specific brands
  * The setting affects the entire affiliate recruitment process
  * All program brands share the same approval workflow

  **Important Considerations:**

  * Ensure all brands in your program are suitable for auto-approval
  * Consider the risk profile of your entire program portfolio
  * Implement consistent monitoring across all program brands
  * Maintain uniform affiliate standards across your program
</Card>

***

## Implementation Best Practices

<Card title="Smart Auto-Approve Implementation" icon="lightbulb">
  Success with auto-approve affiliates depends on choosing the right brands, timing, and implementing proper monitoring systems.
</Card>

### Recommended Implementation Approach

<Steps>
  <Step title="Assess Program Suitability">
    **Evaluate Your Entire Program:**

    * Ensure all brands in your program have simple, clear promotional guidelines
    * Verify that all brands have lower fraud risk or less complex compliance requirements
    * Consider if any high-value or premium brands in your program require manual approval
  </Step>

  <Step title="Strengthen Program Terms">
    **Enhance Affiliate Agreements:**

    * Ensure clear, comprehensive affiliate terms and conditions
    * Define prohibited promotional methods explicitly
    * Include strong fraud prevention and penalty clauses
    * Make affiliate compliance requirements crystal clear
  </Step>

  <Step title="Implement Post-Approval Monitoring">
    **Monitor New Affiliates Closely:**

    * Review new affiliate promotional methods within first 30 days
    * Monitor commission patterns for unusual activity
    * Track affiliate performance and compliance metrics
    * Maintain ability to quickly suspend problematic affiliates
  </Step>
</Steps>

### Decision Framework

<AccordionGroup>
  <Accordion title="When to Enable Auto-Approve Affiliates">
    **Good Candidates for Auto-Approve:**

    * Programs with straightforward promotional guidelines across all brands
    * Programs focused on volume growth over exclusivity
    * Programs with strong fraud detection and monitoring systems
    * Programs with clear, enforceable affiliate terms
    * Programs where speed of onboarding is critical

    **Consider Manual Approval For:**

    * Programs containing premium or luxury brands requiring quality control
    * Programs with complex compliance requirements across brands
    * Programs with high-value commissions
    * New programs still establishing standards
    * Programs where affiliate quality is more important than quantity
  </Accordion>

  <Accordion title="Monitoring After Enablement">
    **Key Metrics to Watch:**

    * New affiliate application volume and patterns
    * Quality of promotional methods used by new affiliates
    * Commission patterns from newly approved affiliates
    * Customer complaints or quality issues
    * Overall program performance and reputation

    **Regular Review Activities:**

    * Weekly review of new affiliate promotional activities
    * Monthly assessment of auto-approved affiliate performance
    * Quarterly evaluation of program quality and standards
    * Ongoing monitoring of affiliate compliance
  </Accordion>

  <Accordion title="Managing Issues">
    **If Problems Arise:**

    * Disable auto-approve immediately if fraud is suspected
    * Review recent affiliate approvals for patterns
    * Investigate problematic affiliates and their activities
    * Consider temporary return to manual approval
    * Strengthen program terms and monitoring procedures

    **Prevention Strategies:**

    * Clear affiliate onboarding materials and guidelines
    * Regular program health checks and audits
    * Prompt investigation of unusual activity
    * Strong affiliate agreement terms and enforcement
  </Accordion>
</AccordionGroup>

***

## Security Considerations

<Card title="Fraud Prevention and Program Integrity" icon="shield-check">
  With auto-approve affiliates enabled, security measures become even more critical to maintain program integrity and prevent abuse.
</Card>

### Enhanced Security Measures

<AccordionGroup>
  <Accordion title="Post-Approval Monitoring">
    **Affiliate Activity Surveillance:**

    * Monitor new affiliate promotional methods and traffic sources
    * Track commission generation patterns for anomalies
    * Review affiliate compliance with program terms regularly
    * Implement automated alerts for suspicious activity

    **Performance Pattern Analysis:**

    * Watch for unusually high commission rates from new affiliates
    * Monitor for coordinated activities between multiple new affiliates
    * Track geographic patterns and traffic source quality
    * Identify potential fraud indicators early
  </Accordion>

  <Accordion title="Program Terms Enforcement">
    **Strong Affiliate Agreements:**

    * Comprehensive terms covering all promotional methods
    * Clear penalties for violations and fraudulent activity
    * Right to immediate termination for policy violations
    * Regular updates to address new fraud techniques

    **Compliance Monitoring:**

    * Regular audits of affiliate promotional materials
    * Monitoring of affiliate websites and promotional content
    * Tracking compliance with advertising regulations
    * Documentation of violations and enforcement actions
  </Accordion>

  <Accordion title="Risk Mitigation Strategies">
    **Layered Security Approach:**

    * Combine auto-approve affiliates with manual commission approval for higher security
    * Implement probationary periods for new affiliates
    * Use fraud detection algorithms to flag suspicious patterns
    * Maintain detailed audit trails for all affiliate activities

    **Emergency Procedures:**

    * Ability to quickly disable auto-approve if fraud is detected
    * Procedures for mass affiliate suspension if needed
    * Clear escalation paths for security incidents
    * Regular security reviews and system updates
  </Accordion>
</AccordionGroup>

***

## Integration with Auto-Approve Commissions

<Card title="Combined Risk Assessment" icon="triangle-exclamation">
  Using both auto-approve affiliates and auto-approve commissions together significantly increases fraud risk and requires enhanced oversight and security measures.
</Card>

### Risk Amplification

<AccordionGroup>
  <Accordion title="Compounded Fraud Risk">
    **Double Automation Risk:**

    * Fraudulent affiliates can be automatically approved
    * Their fraudulent commissions can be automatically approved for payment
    * Minimal human oversight in the entire process from application to payout
    * Higher potential for significant financial losses before detection

    **Reduced Detection Opportunities:**

    * No manual review at affiliate application stage
    * No manual review at commission approval stage
    * Fraud may only be detected during payout phase or after payment
    * Limited opportunities for intervention before financial impact
  </Accordion>

  <Accordion title="Enhanced Security Requirements">
    **Mandatory Additional Safeguards:**

    * Implement robust automated fraud detection systems
    * Require enhanced monitoring during payout phases
    * Maintain detailed audit trails for all activities
    * Establish clear fraud investigation procedures

    **Recommended Approach:**

    * Use auto-approve affiliates with manual commission approval, OR
    * Use manual affiliate approval with auto-approve commissions
    * Avoid using both auto-approve features simultaneously unless absolutely necessary
    * If both are used, implement maximum security measures and monitoring
  </Accordion>
</AccordionGroup>

***

## Next Steps and Resources

<Card title="Getting Started with Auto-Approve Affiliates" icon="arrow-right">
  <Info>
    Ready to enable auto-approve affiliates for your Affelios program? Follow these steps and use these resources for successful implementation.
  </Info>

  **Getting Started:**

  * [Program Settings](/knowledge-base/platform/program-settings) - Access program configuration settings
  * [Affiliate Management](/knowledge-base/platform/affiliates-and-traffic-sources) - Understand affiliate management tools
  * [Auto-Approve Commissions](/knowledge-base/operators/auto-approve-commissions) - Learn about commission auto-approval risks

  **Security and Monitoring:**

  * [Operations and Security](/knowledge-base/platform/operations-and-security) - Implement security best practices
  * [Reporting Dashboard](/knowledge-base/platform/reporting) - Monitor affiliate performance and patterns
  * [Affiliate Policies](/knowledge-base/legal/affiliate-policies) - Establish clear program terms

  **Program Management:**

  * [Affiliate Onboarding](/knowledge-base/affiliates/onboarding) - Understand the affiliate experience
  * [Analytics and Insights](/knowledge-base/reporting/reports) - Analyze program performance data
  * Technical support through your operator dashboard
</Card>

<Tip>
  Ensure your program is suitable for auto-approve affiliates before enabling, and always maintain manual commission approval when using auto-approve affiliates to reduce fraud risk.
</Tip>


# Auto-Approve Commissions
Source: https://docs.affelios.com/knowledge-base/operators/auto-approve-commissions

Comprehensive guide to auto-approving affiliate commissions - benefits, risks, configuration, and best practices for reducing administrative overhead

<Info>
  This guide is specifically for **program operators** who want to streamline commission processing by automatically approving affiliate commissions. If you're an affiliate looking to understand commission processing, see [Affiliate Lifecycle](/knowledge-base/operations/affiliate-lifecycle).
</Info>

## Auto-Approve Overview

<Card title="Automated Commission Processing" icon="circle-check">
  Auto-approve commissions is a simple per-brand setting that eliminates the need to manually approve each commission. When enabled, all commissions for transactions sent to Affelios are automatically approved and queued for payment, removing the administrative overhead of reviewing each commission individually.
</Card>

### How Auto-Approve Works in Affelios

<Steps>
  <Step title="Transaction Processing">
    When a customer completes a purchase through an affiliate link, you send the transaction data to Affelios where commissions are calculated based on your commission plans.
  </Step>

  <Step title="Commission Creation">
    Affelios processes the transaction and creates commissions for the relevant affiliates based on attribution and commission plan rules.
  </Step>

  <Step title="Automatic Approval">
    If auto-approve is enabled for the brand, commissions are immediately approved and queued for the next payment cycle without requiring manual review.
  </Step>

  <Step title="Manual Review (if disabled)">
    If auto-approve is disabled, commissions remain pending until you manually review and approve each one through the Affelios dashboard.
  </Step>
</Steps>

***

## Benefits of Auto-Approve Commissions

<Card title="Administrative Efficiency" icon="clock">
  Auto-approve commissions significantly reduces the time and resources required to manage affiliate programs by eliminating routine manual approval tasks.
</Card>

### Operational Benefits

<AccordionGroup>
  <Accordion title="Eliminated Manual Commission Review">
    **Time Savings:**

    * No more clicking through individual commissions to approve them
    * Eliminate the daily task of reviewing commission queues
    * Free up operator time for program growth and optimization
    * Remove bottlenecks in commission processing workflow

    **Simplified Operations:**

    * Transactions sent to Affelios are automatically processed to payment
    * No risk of forgetting to approve commissions before payment cycles
    * Consistent processing without manual intervention
    * Reduced complexity in day-to-day program management

    **Scalability:**

    * Handle growing transaction volumes without additional manual work
    * Process hundreds or thousands of commissions automatically
    * Scale affiliate programs without scaling administrative overhead
  </Accordion>

  <Accordion title="Improved Affiliate Experience">
    **Faster Commission Processing:**

    * Commissions are approved immediately when transactions are processed
    * No delays waiting for manual operator approval
    * Affiliates see approved commissions in their dashboard right away
    * Faster path from sale to payment

    **Predictable Payment Cycles:**

    * Affiliates know their commissions will be automatically approved
    * No uncertainty about whether commissions will be approved
    * Reliable, consistent processing for all transactions
    * Improved affiliate confidence in program reliability

    **Better Program Appeal:**

    * Auto-approve is an attractive feature for recruiting affiliates
    * Demonstrates trust in affiliate partners
    * Reduces friction in the affiliate relationship
    * Competitive advantage over programs requiring manual approval
  </Accordion>

  <Accordion title="Operational Efficiency">
    **Focus on Growth:**

    * Spend time on program optimization instead of manual approvals
    * Focus on recruiting and managing affiliate relationships
    * Allocate resources to strategic initiatives and growth
    * Improve overall program management efficiency

    **Reduced Risk of Errors:**

    * No risk of accidentally missing commissions in manual review
    * Eliminate human error in approval process
    * Consistent processing for all transactions
    * No delays due to operator availability or workload
  </Accordion>
</AccordionGroup>

***

## Security Advisory: Auto-Approve Affiliates

<Card title="Critical Security Consideration" icon="shield-exclamation">
  <Info>
    **Important**: Affelios also offers [Auto-Approve Affiliates](/knowledge-base/operators/auto-approve-affiliates) functionality. Using both auto-approve features together significantly increases fraud risk.
  </Info>

  **Recommended Approach:**

  * **If enabling auto-approve commissions**: Keep affiliate approval manual for better security
  * **If using auto-approve affiliates**: Keep commission approval manual to maintain oversight
  * **Avoid using both together** unless you have robust fraud detection and monitoring systems

  **Why This Matters:**
  When both features are enabled, fraudulent affiliates can be automatically approved and their fraudulent commissions can be automatically paid out, creating a high-risk scenario with minimal human oversight until the payout phase.
</Card>

***

## Risks and Disadvantages

<Card title="Potential Drawbacks" icon="triangle-exclamation">
  While auto-approve commissions offers significant benefits, operators should understand the potential risks and implement appropriate safeguards to mitigate them.
</Card>

### Risk Categories

<AccordionGroup>
  <Accordion title="Reduced Oversight Risks">
    **Loss of Manual Review:**

    * All commissions are approved automatically without individual review
    * Fraudulent or suspicious transactions may be approved
    * No opportunity to catch unusual patterns before payment
    * Potential for affiliate abuse without immediate detection

    **Enhanced Risk with Auto-Approve Affiliates:**

    * **Critical**: Risk multiplies significantly when combined with auto-approve affiliates
    * Fraudulent affiliates can join and generate commissions without any manual checkpoints
    * Requires enhanced monitoring during payout phase to catch fraudulent activity
    * **Strong Recommendation**: Use manual affiliate approval when enabling auto-approve commissions

    **Mitigation Strategies:**

    * Maintain manual affiliate approval processes when using auto-approve commissions
    * Monitor overall program metrics and trends regularly
    * Investigate any unusual spikes in commission volume
    * Keep detailed transaction logs for post-payment review
    * Maintain ability to quickly disable auto-approve if needed
  </Accordion>

  <Accordion title="Financial and Operational Risks">
    **Automatic Payment of All Commissions:**

    * Commissions for returned/refunded orders may be paid out
    * No opportunity to hold suspicious commissions for investigation
    * Potential overpayment if transaction data contains errors
    * Difficulty recovering payments made in error

    **Operational Considerations:**

    * Need for robust transaction data validation before sending to Affelios
    * Importance of handling refunds and cancellations properly
    * Requirement for good affiliate agreement terms
    * Need for clear dispute resolution processes
  </Accordion>

  <Accordion title="Program Control Considerations">
    **Reduced Individual Transaction Visibility:**

    * Less hands-on review of affiliate performance patterns
    * Potential to miss emerging issues or trends
    * Reduced opportunity for affiliate coaching and feedback
    * May miss optimization opportunities from transaction analysis

    **Trust and Relationship Factors:**

    * Requires higher trust in affiliate partners
    * Less direct oversight of affiliate compliance
    * Need for strong affiliate agreements and terms
    * Importance of clear program guidelines and expectations

    **When Manual Review Might Be Better:**

    * New affiliate programs still learning patterns
    * High-value or complex commission structures
    * Programs with frequent refunds or cancellations
    * Brands where close oversight adds significant value
  </Accordion>
</AccordionGroup>

***

## Configuration and Setup

<Card title="Simple Per-Brand Configuration" icon="gear">
  Auto-approve commissions in Affelios is configured as a simple on/off toggle for each brand in your program. There are no complex rules or thresholds - when enabled, all commissions for that brand are automatically approved.
</Card>

### How to Enable Auto-Approve

<Steps>
  <Step title="Access Brand Settings">
    Navigate to your program dashboard in Affelios and select the brand you want to configure.
  </Step>

  <Step title="Toggle Auto-Approve">
    Find the "Auto-Approve Commissions" setting and enable it for the selected brand.
  </Step>

  <Step title="Save Configuration">
    Save your changes. From this point forward, all new commissions for this brand will be automatically approved.
  </Step>

  <Step title="Repeat for Other Brands">
    If you have multiple brands in your program, repeat this process for each brand you want to enable auto-approve for.
  </Step>
</Steps>

### Per-Brand Flexibility

<Card title="Brand-Level Control" icon="toggle-on">
  **Independent Configuration:**
  Each brand in your Affelios program can have auto-approve enabled or disabled independently. This allows you to:

  * Enable auto-approve for trusted, established brands
  * Keep manual approval for new or high-risk brands
  * Test auto-approve on one brand before rolling out to others
  * Maintain different approval workflows based on brand characteristics

  **Example Setup:**

  ```
  Brand A (Established): Auto-approve enabled
  Brand B (New launch): Manual approval required
  Brand C (High-value): Manual approval for oversight
  Brand D (High-volume): Auto-approve enabled
  ```
</Card>

***

## Implementation Best Practices

<Card title="Smart Auto-Approve Implementation" icon="lightbulb">
  Since auto-approve in Affelios is a simple on/off toggle, success depends on choosing the right brands and timing for enablement.
</Card>

### Recommended Implementation Approach

<Steps>
  <Step title="Prioritize High-Volume, Simple Brands">
    **Best Candidates:**

    * Enable auto-approve commissions for brands with high transaction volume and straightforward, low-complexity commission structures.
    * Avoid enabling for brands with complex or variable commission rules.
  </Step>

  <Step title="Require Manual Affiliate Vetting">
    **Affiliate Approval Prerequisite:**

    * Only enable auto-approve commissions if auto-approve affiliates is **disabled**.
    * Ensure all affiliates are manually reviewed and vetted before being allowed to participate in the program.
    * This reduces the risk of fraudulent or low-quality affiliates receiving automatic commission approvals.
  </Step>

  <Step title="Monitor and Adjust">
    **Ongoing Oversight:**

    * Closely monitor commission activity and affiliate performance after enabling.
    * Watch for unusual spikes, suspicious patterns, or unexpected behavior.
    * Be prepared to disable auto-approve commissions or revert to manual review if any issues arise.
  </Step>
</Steps>

### Decision Framework

<AccordionGroup>
  <Accordion title="When to Enable Auto-Approve">
    **Good Candidates for Auto-Approve:**

    * Brands with consistent commission patterns
    * Brands with reliable affiliate partners
    * High-volume, low-complexity commission structures
    * Brands where manual review adds little value

    **Consider Manual Approval For:**

    * Brand new launches (first 30-60 days)
    * Brands with high-value commissions requiring oversight
    * Brands in testing or experimental phases
    * Brands with complex commission structures
    * Brands where you want to maintain close control
  </Accordion>

  <Accordion title="Monitoring After Enablement">
    **Key Metrics to Watch:**

    * Total commission volume and trends
    * Payment processing efficiency
    * Affiliate satisfaction and feedback
    * Any unusual patterns or spikes
    * Overall program performance

    **Regular Review Activities:**

    * Weekly commission volume reports
    * Monthly program performance reviews
    * Quarterly assessment of auto-approve effectiveness
    * Ongoing affiliate feedback collection
  </Accordion>

  <Accordion title="Managing Issues">
    **If Problems Arise:**

    * Disable auto-approve immediately if fraud is suspected
    * Review recent commissions for patterns
    * Investigate any affiliate behavior anomalies
    * Consider temporary return to manual approval
    * Document issues and resolution steps

    **Prevention Strategies:**

    * Maintain good affiliate vetting processes
    * Regular program health checks
    * Clear terms and conditions for affiliates
    * Prompt investigation of unusual activity
  </Accordion>
</AccordionGroup>

***

## Monitoring and Management

<Card title="Ongoing Program Oversight" icon="chart-line">
  With auto-approve enabled, monitoring shifts from individual commission review to overall program health and performance tracking.
</Card>

### Key Monitoring Areas

<AccordionGroup>
  <Accordion title="Commission Volume and Patterns">
    **Regular Monitoring:**

    * Track total commission volumes and trends
    * Monitor for unusual spikes or drops in activity
    * Review commission patterns by affiliate and brand
    * Watch for any suspicious activity or anomalies

    **Red Flags to Watch For:**

    * Sudden large increases in commission volume from specific affiliates
    * Unusual geographic patterns in traffic or sales
    * Commission patterns that don't match expected business cycles
    * Affiliates with dramatically different performance than historical norms
  </Accordion>

  <Accordion title="Program Health Metrics">
    **Key Performance Indicators:**

    * Overall program growth and affiliate retention
    * Average commission values and payment cycles
    * Affiliate satisfaction and feedback
    * Return/refund rates and their impact on commissions

    **Regular Reviews:**

    * Weekly commission volume reports
    * Monthly program performance summaries
    * Quarterly affiliate performance reviews
    * Annual program optimization assessments
  </Accordion>

  <Accordion title="Quality Control">
    **Maintaining Standards:**

    * Regular review of affiliate onboarding and vetting processes
    * Monitoring compliance with program terms and conditions
    * Tracking customer complaints or quality issues
    * Ensuring transaction data accuracy before sending to Affelios

    **Corrective Actions:**

    * Ability to disable auto-approve if issues arise
    * Process for investigating and resolving disputes
    * Clear procedures for affiliate account suspension if needed
    * Regular updates to program terms and affiliate agreements
  </Accordion>
</AccordionGroup>

***

## Troubleshooting and Support

<Card title="Common Scenarios and Solutions" icon="wrench">
  Address common situations that may arise when using auto-approve commissions in Affelios.
</Card>

### Common Scenarios

<AccordionGroup>
  <Accordion title="Suspicious Activity Detected">
    **What to Look For:**

    * Unusual spikes in commission volume from specific affiliates
    * Patterns that don't match normal business cycles
    * Customer complaints about unauthorized transactions
    * Affiliates with dramatically changed performance

    **Immediate Actions:**

    * Disable auto-approve for the affected brand temporarily
    * Review recent commissions and transaction patterns
    * Investigate the specific affiliate(s) in question
    * Contact affiliates directly if needed for clarification
    * Document findings and resolution steps
  </Accordion>

  <Accordion title="High Refund/Return Rates">
    **Potential Issues:**

    * Commissions paid out for transactions that are later refunded
    * Need to recover commission payments from affiliates
    * Impact on program profitability

    **Management Strategies:**

    * Ensure your transaction system properly handles refunds
    * Send negative commission transactions to Affelios for refunds
    * Consider temporary manual approval for brands with high return rates
    * Review affiliate traffic quality and customer satisfaction
  </Accordion>

  <Accordion title="Affiliate Complaints or Disputes">
    **Common Issues:**

    * Affiliates questioning commission calculations
    * Disputes about attribution or tracking
    * Questions about payment timing

    **Resolution Process:**

    * Review transaction data and commission calculations
    * Check Affelios reporting for commission details
    * Communicate clearly with affiliates about findings
    * Use manual approval temporarily if needed during disputes
    * Document resolutions for future reference
  </Accordion>
</AccordionGroup>

***

## Next Steps and Resources

<Card title="Getting Started with Auto-Approve" icon="arrow-right">
  <Info>
    Ready to enable auto-approve commissions for your Affelios program? Follow these steps and use these resources for successful implementation.
  </Info>

  **Getting Started:**

  * [Program Settings](/knowledge-base/platform/program-settings) - Access brand configuration settings
  * [Commission Plans Setup](/knowledge-base/platform/commission-plans) - Ensure commission structures are properly configured
  * [Attribution Guide](/knowledge-base/operators/attribution) - Understand how transactions create commissions
  * [Auto-Approve Affiliates](/knowledge-base/operators/auto-approve-affiliates) - Learn about affiliate auto-approval and combined risks

  **Monitoring and Management:**

  * [Reporting Dashboard](/knowledge-base/platform/reporting) - Monitor commission volumes and trends
  * [Analytics and Insights](/knowledge-base/reporting/reports) - Analyze program performance data
  * [Affiliate Management](/knowledge-base/platform/affiliates-and-traffic-sources) - Manage affiliate relationships

  **Program Optimization:**

  * [Operations and Security](/knowledge-base/platform/operations-and-security) - Best practices for program management
  * [Affiliate Policies](/knowledge-base/legal/affiliate-policies) - Maintain clear program terms
  * Technical support through your operator dashboard
</Card>

<Tip>
  Start by enabling auto-approve for your most established, trusted brands first. Monitor the results for a few weeks before expanding to other brands in your program.
</Tip>


# Automated Deductions
Source: https://docs.affelios.com/knowledge-base/operators/automated-deductions

Configure automated deductions to exclude business costs from commission calculations - including tax, deposits, and net revenue fees at the brand level

<Info>
  This guide is specifically for **program operators** who want to configure automated deductions to exclude certain business costs from commission calculations. These settings are configured at the brand level and automatically apply to all transactions for that brand.
</Info>

## Automated Deductions Overview

<Card title="Business Cost Management" icon="calculator">
  Automated deductions is a per-brand setting that allows you to automatically exclude specific business costs from commission calculations. This ensures affiliates are only paid commissions on net revenue after accounting for taxes, deposits, processing fees, and other operational costs.
</Card>

### How Automated Deductions Work in Affelios

<Steps>
  <Step title="Transaction Processing">
    When a customer completes a purchase through an affiliate link, you send the transaction data to Affelios including the gross transaction amount.
  </Step>

  <Step title="Deduction Application">
    Affelios automatically applies the configured deductions (tax, deposits, fees) to calculate the net revenue amount for commission purposes.
  </Step>

  <Step title="Commission Calculation">
    Commissions are calculated based on the net revenue amount after deductions, ensuring affiliates are paid on actual profit rather than gross sales.
  </Step>

  <Step title="Transparent Reporting">
    Both gross amounts and net amounts after deductions are visible in reporting, providing full transparency into commission calculations.
  </Step>
</Steps>

***

## Types of Automated Deductions

<Card title="Configurable Business Costs" icon="receipt">
  Automated deductions can be configured for various types of business costs that should be excluded from commission calculations to ensure accurate profit-based payouts.
</Card>

### Available Deduction Types

<AccordionGroup>
  <Accordion title="Tax Deductions">
    **Sales Tax & VAT:**

    * Automatically deduct sales tax percentages from transaction amounts
    * Support for VAT percentage calculations in international markets
    * Region-specific tax rate configuration
    * Compliance with local tax regulations

    **Income Tax Considerations:**

    * Deduct estimated income tax obligation percentages
    * Account for corporate tax liability percentages
    * Ensure commissions reflect after-tax profitability

    **Tax Reporting Benefits:**

    * Simplified tax compliance and reporting
    * Clear separation of taxable vs. commission amounts
    * Accurate profit calculations for tax purposes
  </Accordion>

  <Accordion title="Deposit & Refund Reserves">
    **Customer Deposits:**

    * Exclude deposit percentages from commission calculations
    * Handle partial payments and installment plans
    * Account for refundable deposits as percentage of transaction
    * Manage subscription setup fee percentages

    **Refund Reserves:**

    * Set aside percentage reserves for potential refunds and chargebacks
    * Protect against commission overpayments on returned items
    * Maintain cash flow stability with percentage-based refund provisions
    * Account for seasonal return patterns with percentage adjustments

    **Risk Management:**

    * Reduce financial exposure from commission advances
    * Maintain healthy cash flow during high-refund periods
    * Protect program profitability from return volatility
  </Accordion>

  <Accordion title="Net Revenue Fees">
    **Payment Processing Fees:**

    * Deduct credit card processing fee percentages (typically 2.9%)
    * Account for PayPal, Stripe, and other gateway fee percentages
    * Handle international transaction fee percentages and currency conversion
    * Include chargeback and dispute fee percentages

    **Platform & Service Fees:**

    * Deduct marketplace fee percentages (Amazon, eBay, etc.)
    * Account for SaaS platform cost percentages and subscriptions
    * Include customer service and support cost percentages
    * Factor in shipping and fulfillment fee percentages

    **Operational Costs:**

    * Deduct cost of goods sold (COGS) percentages
    * Account for inventory and warehousing cost percentages
    * Include marketing and advertising expense percentages
    * Factor in customer acquisition cost percentages
  </Accordion>
</AccordionGroup>

***

## Benefits of Automated Deductions

<Card title="Accurate Commission Management" icon="chart-line">
  Automated deductions ensure commission calculations reflect true business profitability by automatically accounting for operational costs and maintaining sustainable affiliate program economics.
</Card>

### Financial Benefits

<AccordionGroup>
  <Accordion title="Profit-Based Commissions">
    **True Profitability:**

    * Commissions calculated on actual net revenue, not gross sales
    * Ensures affiliate payouts don't exceed actual profit margins
    * Protects business sustainability and cash flow
    * Maintains healthy unit economics across all transactions

    **Cost Transparency:**

    * Clear visibility into all business costs affecting commissions
    * Accurate profit margin calculations and reporting
    * Better understanding of true affiliate program ROI
    * Improved financial planning and budgeting accuracy

    **Sustainable Growth:**

    * Commission structure that scales profitably with business growth
    * Protection against unprofitable affiliate partnerships
    * Maintained program viability during market fluctuations
    * Long-term financial sustainability of affiliate operations
  </Accordion>

  <Accordion title="Automated Cost Management">
    **Operational Efficiency:**

    * No manual calculation of deductions for each transaction
    * Consistent application of cost rules across all sales
    * Reduced administrative overhead and human error
    * Streamlined commission processing workflow

    **Real-Time Accuracy:**

    * Immediate application of current tax rates and fee percentages
    * Dynamic adjustment to changing operational cost percentages
    * Up-to-date commission calculations without manual updates
    * Consistent accuracy across high transaction volumes

    **Scalable Operations:**

    * Handle growing transaction volumes without additional manual work
    * Maintain accuracy as business complexity increases
    * Support multiple brands with different cost structures
    * Scale efficiently without proportional administrative growth
  </Accordion>

  <Accordion title="Risk Mitigation">
    **Financial Protection:**

    * Prevent commission overpayments that exceed actual profits
    * Protect against cash flow issues from cost fluctuations
    * Maintain program viability during economic uncertainty
    * Reduce financial risk from affiliate program operations

    **Compliance & Accuracy:**

    * Ensure tax compliance through accurate deductions
    * Maintain accurate financial records and reporting
    * Reduce audit risk through systematic cost accounting
    * Support regulatory compliance requirements

    **Business Stability:**

    * Consistent profitability regardless of cost variations
    * Protection against margin erosion from hidden costs
    * Stable commission structure during market changes
    * Predictable financial performance and planning
  </Accordion>
</AccordionGroup>

***

## Configuration & Setup

<Card title="Brand-Level Configuration" icon="gear">
  Automated deductions are configured at the brand level, allowing different deduction rules for different product lines, markets, or business units within your organization.
</Card>

### Setting Up Automated Deductions

<Steps>
  <Step title="Access Brand Settings">
    Navigate to your brand settings in the Affelios dashboard and locate the "Automated Deductions" section under the brand settings.
  </Step>

  <Step title="Configure Deduction Types">
    Configure the specific types of deductions relevant to your business model and operational costs.
  </Step>

  <Step title="Set Deduction Amounts">
    Define the deduction amounts as percentages based on your business requirements.
  </Step>

  <Step title="Test & Validate">
    Process test transactions to verify deductions are calculated correctly and commission amounts reflect expected net revenue.
  </Step>

  <Step title="Monitor & Adjust">
    Regularly review deduction performance and adjust settings as business costs or market conditions change.
  </Step>
</Steps>

***

## Best Practices & Considerations

<Card title="Implementation Guidelines" icon="lightbulb">
  Follow these best practices to ensure automated deductions are configured optimally for your business model and provide fair, transparent commission calculations.
</Card>

### Implementation Best Practices

<AccordionGroup>
  <Accordion title="Accurate Cost Calculation">
    **Comprehensive Cost Analysis:**

    * Include all relevant business costs that affect profitability
    * Account for both direct and indirect costs in deductions
    * Regular review and update of cost assumptions
    * Benchmark against actual operational expenses

    **Conservative Estimates:**

    * Use slightly conservative deduction estimates to protect margins
    * Account for cost fluctuations and seasonal variations
    * Include buffer for unexpected costs or fee increases
    * Maintain sustainable commission rates during market changes

    **Regular Validation:**

    * Compare deducted amounts against actual business costs
    * Validate commission profitability through regular analysis
    * Adjust deduction rates based on actual cost experience
    * Monitor affiliate program ROI and unit economics
  </Accordion>

  <Accordion title="Transparent Communication">
    **Affiliate Education:**

    * Clearly explain deduction policies to affiliates during onboarding
    * Provide examples of how deductions affect commission calculations
    * Document deduction policies in affiliate terms and agreements
    * Offer transparency into the reasoning behind deduction rates

    **Reporting Clarity:**

    * Show both gross and net amounts in affiliate reporting
    * Provide detailed breakdown of applied deductions
    * Explain deduction calculations in commission statements
    * Maintain audit trail for all deduction applications

    **Policy Documentation:**

    * Document all deduction policies and calculation methods
    * Maintain version history of deduction rate changes
    * Provide clear terms regarding deduction modifications
    * Establish dispute resolution process for deduction questions
  </Accordion>

  <Accordion title="Ongoing Management">
    **Regular Review Cycles:**

    * Quarterly review of deduction rates and accuracy
    * Annual comprehensive analysis of cost structures
    * Monitor market changes affecting operational costs
    * Adjust deductions proactively rather than reactively

    **Performance Monitoring:**

    * Track affiliate satisfaction with deduction transparency
    * Monitor commission profitability and program sustainability
    * Analyze deduction impact on affiliate recruitment and retention
    * Measure accuracy of deduction calculations vs. actual costs

    **Continuous Optimization:**

    * Refine deduction models based on operational experience
    * Optimize deduction structure for competitive positioning
    * Balance profitability protection with affiliate attractiveness
    * Implement improvements based on affiliate feedback and market conditions
  </Accordion>
</AccordionGroup>

***

## Common Use Cases & Examples

<Card title="Real-World Applications" icon="building">
  Explore common scenarios where automated deductions provide significant value in managing affiliate program profitability and operational efficiency.
</Card>

### Industry-Specific Examples

<AccordionGroup>
  <Accordion title="E-commerce Retail">
    **Typical Deduction Structure:**

    * Sales tax: 8.5% (varies by location)
    * Payment processing: 3.2% of transaction value
    * Refund reserve: 5% of transaction value
    * Shipping/fulfillment costs: 9% of transaction value

    **Example Calculation:**

    ```
    Gross Sale: $100.00
    - Sales Tax (8.5%): -$8.50
    - Processing Fee (3.2%): -$3.20
    - Refund Reserve (5%): -$5.00
    - Shipping/Fulfillment (9%): -$9.00
    = Net Commission Base: $74.30

    Commission (10% of net): $7.43
    ```

    **Business Benefits:**

    * Commissions based on actual profit after all costs
    * Protection against refund and chargeback losses
    * Sustainable commission structure for long-term growth
  </Accordion>

  <Accordion title="SaaS & Subscription Services">
    **Typical Deduction Structure:**

    * Payment processing: 3.5% of transaction value
    * Chargeback reserve: 2% of transaction value
    * Customer service costs: 10% of transaction value
    * Platform fees: 1.5% of revenue

    **Example Calculation:**

    ```
    Monthly Subscription: $49.00
    - Processing Fee (3.5%): -$1.72
    - Chargeback Reserve (2%): -$0.98
    - Service Costs (10%): -$4.90
    - Platform Fees (1.5%): -$0.74
    = Net Commission Base: $40.66

    Commission (20% of net): $8.13
    ```

    **Business Benefits:**

    * Account for customer acquisition and service costs
    * Protect against subscription churn and disputes
    * Maintain profitability across customer lifecycle
  </Accordion>

  <Accordion title="Digital Products & Services">
    **Typical Deduction Structure:**

    * Payment processing: 3.3% of transaction value
    * VAT (EU customers): 20% where applicable
    * Platform fees: 3% of gross revenue
    * Customer support allocation: 2% of revenue

    **Example Calculation:**

    ```
    Digital Product Sale: $79.00
    - Processing Fee (3.3%): -$2.61
    - VAT (20% for EU): -$15.80
    - Platform Fees (3%): -$2.37
    - Support Allocation (2%): -$1.58
    = Net Commission Base: $56.64

    Commission (25% of net): $14.16
    ```

    **Business Benefits:**

    * Compliance with international tax requirements
    * Account for platform and operational costs
    * Maintain competitive commission rates on net revenue
  </Accordion>
</AccordionGroup>

***

## Troubleshooting & Support

<Card title="Common Issues & Solutions" icon="wrench">
  Address common challenges and questions related to automated deductions configuration and management.
</Card>

### Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Affiliate Communication">
    **Q: How do I explain deductions to affiliates?**

    **Best Practices:**

    * Provide clear documentation of all deduction policies
    * Show examples of gross vs. net commission calculations
    * Explain the business rationale behind each deduction type
    * Offer transparency reports showing deduction breakdowns

    **Q: Affiliates are complaining about lower commissions due to deductions.**

    **Solutions:**

    * Emphasize that deductions ensure program sustainability
    * Compare net commission rates favorably to competitors
    * Highlight other program benefits and support provided
    * Consider adjusting base commission rates if deductions are high
  </Accordion>

  <Accordion title="Technical Configuration">
    **Q: Can I change deduction settings after the program is live?**

    **Answer:** Yes, but consider the following:

    * Changes apply to new transactions going forward
    * Communicate changes to affiliates in advance
    * Consider grandfathering existing affiliate agreements
    * Document all changes for compliance and transparency

    **Q: How do deductions interact with different commission plans?**

    **Integration:**

    * Percentage deductions are applied before commission plan calculations
    * All commission tiers and bonuses use the net amount after percentage deductions
    * Performance thresholds should account for percentage deduction impact
    * Consider adjusting commission rates to maintain competitive payouts
  </Accordion>
</AccordionGroup>

### Getting Support

<Info>
  Need help configuring automated deductions for your specific business model? Our support team can assist with:

  * Custom deduction configuration and setup
  * Integration with external cost calculation systems
  * Complex multi-brand deduction strategies
  * Affiliate communication and change management

  Contact support through the Affelios dashboard or reach out to your account manager for personalized assistance.
</Info>


# Clean Slate (No-Negative Carryover)
Source: https://docs.affelios.com/knowledge-base/operators/clean-slate

Configure clean slate policy to prevent negative balance carryover between payment periods - ensuring affiliates start each cycle with a fresh balance

<Info>
  This guide is specifically for **program operators** who want to configure clean slate (no-negative carryover) policies for their affiliate programs. This is a program-wide setting that affects how negative balances are handled between payment cycles.
</Info>

## Clean Slate Overview

<Card title="No-Negative Carryover Policy" icon="arrows-rotate">
  Clean slate is a program-wide setting that prevents negative affiliate balances from carrying over to the next payment period. When enabled, affiliates start each new payment cycle with a zero balance, regardless of any negative balance from the previous period.
</Card>

### How Clean Slate Works in Affelios

<Steps>
  <Step title="Payment Period Ends">
    At the end of each payment period, the system calculates final balances for all affiliates, including any negative amounts from refunds, chargebacks, or commission adjustments.
  </Step>

  <Step title="Clean Slate Application">
    If clean slate is enabled, any affiliate with a negative balance has their balance reset to zero instead of carrying the negative amount forward.
  </Step>

  <Step title="Fresh Start">
    All affiliates begin the new payment period with either their positive balance (if any) or zero balance, ensuring no one starts in debt.
  </Step>

  <Step title="Standard Processing (if disabled)">
    If clean slate is disabled, negative balances carry forward and must be recovered from future commissions before new payouts can occur.
  </Step>
</Steps>

***

## Benefits of Clean Slate Policy

<Card title="Affiliate-Friendly Approach" icon="heart">
  Clean slate policies create a more attractive and sustainable affiliate program by removing the burden of negative balance recovery and encouraging continued participation.
</Card>

### Affiliate Benefits

<AccordionGroup>
  <Accordion title="Eliminated Debt Recovery">
    **Fresh Start Each Period:**

    * Affiliates never start a payment period with negative balances
    * No need to "work off" previous period losses
    * Immediate earning potential from day one of each cycle
    * Reduced stress and financial pressure on affiliates

    **Simplified Earnings:**

    * Clear understanding that each period starts fresh
    * No complex calculations involving previous negative balances
    * Straightforward commission tracking and expectations
    * Predictable earning potential each payment cycle

    **Improved Cash Flow:**

    * Affiliates can count on receiving positive earnings when due
    * No delays in payments due to negative balance recovery
    * Better financial planning and budgeting capability
    * Consistent payment expectations across all periods
  </Accordion>

  <Accordion title="Enhanced Program Appeal">
    **Competitive Advantage:**

    * More attractive terms compared to programs with negative carryover
    * Reduced financial risk for affiliates joining the program
    * Better recruitment tool for high-quality affiliates
    * Improved program reputation in affiliate networks

    **Increased Participation:**

    * Affiliates more likely to continue promoting after setbacks
    * Reduced abandonment due to negative balance frustration
    * Encourages experimentation with new traffic sources
    * Maintains affiliate motivation during difficult periods

    **Trust and Transparency:**

    * Demonstrates operator commitment to affiliate success
    * Shows good faith in affiliate relationships
    * Builds long-term loyalty and partnership mentality
    * Creates positive word-of-mouth recommendations
  </Accordion>

  <Accordion title="Reduced Administrative Burden">
    **Simplified Affiliate Management:**

    * No need to track and manage negative balance recovery
    * Reduced affiliate support inquiries about debt status
    * Fewer disputes over negative balance calculations
    * Streamlined payment processing and reporting

    **Improved Relationships:**

    * Less tension around negative balance discussions
    * Focus on growth rather than debt recovery
    * More positive affiliate communications
    * Reduced churn due to negative balance frustration
  </Accordion>
</AccordionGroup>

***

## Business Considerations

<Card title="Operator Impact Analysis" icon="magnifying-glass-chart">
  While clean slate policies benefit affiliates, operators should understand the financial implications and implement appropriate safeguards to maintain program profitability.
</Card>

### Financial Impact

<AccordionGroup>
  <Accordion title="Cost of Negative Balance Forgiveness">
    **Direct Financial Impact:**

    * Operator absorbs losses from refunds, chargebacks, and commission adjustments
    * No recovery of negative balances from future affiliate earnings
    * Immediate write-off of negative amounts at period end
    * Potential increase in overall program costs

    **Risk Assessment:**

    * Higher exposure to affiliate-driven losses
    * Need for stronger fraud detection and prevention
    * Importance of accurate commission calculations
    * Requirement for robust refund and chargeback policies

    **Budgeting Considerations:**

    * Factor negative balance write-offs into program budgets
    * Monitor trends in negative balances across affiliates
    * Establish reserves for expected clean slate costs
    * Regular analysis of program profitability impact
  </Accordion>

  <Accordion title="Risk Mitigation Strategies">
    **Affiliate Screening:**

    * Enhanced due diligence during affiliate onboarding
    * Quality score tracking and performance monitoring
    * Regular review of affiliate traffic sources and methods
    * Proactive identification of high-risk affiliate behavior

    **Commission Structure Optimization:**

    * Conservative commission rates to account for clean slate costs
    * Delayed payment periods to allow for refund processing
    * Tiered commission structures based on affiliate performance
    * Performance bonuses for consistent, quality traffic

    **Monitoring and Controls:**

    * Real-time tracking of negative balance trends
    * Automated alerts for unusual refund or chargeback patterns
    * Regular audits of affiliate performance and compliance
    * Prompt investigation of suspicious activity or results
  </Accordion>

  <Accordion title="Long-Term Benefits">
    **Program Growth:**

    * Increased affiliate recruitment and retention
    * Higher quality affiliate applications
    * Improved program reputation and market position
    * Sustainable long-term affiliate relationships

    **Operational Efficiency:**

    * Reduced administrative overhead for negative balance management
    * Simplified payment processing and affiliate communications
    * Fewer disputes and support issues
    * Focus on growth rather than debt collection

    **Competitive Positioning:**

    * Differentiation from competitors with negative carryover
    * Attractive selling point for affiliate recruitment
    * Enhanced program appeal in competitive markets
    * Improved affiliate satisfaction and loyalty scores
  </Accordion>
</AccordionGroup>

***

## Implementation & Configuration

<Card title="Program-Wide Setting" icon="gear">
  Clean slate is configured as a program-wide setting that applies to all affiliates and payment periods within your affiliate program.
</Card>

### Setting Up Clean Slate Policy

<Steps>
  <Step title="Access Program Settings">
    Navigate to your program settings in the Affelios dashboard and locate the "Clean Slate" setting.
  </Step>

  <Step title="Enable Clean Slate">
    Toggle the clean slate setting to enable no-negative carryover for your entire affiliate program.
  </Step>

  <Step title="Communicate Changes">
    Notify all existing affiliates about the new clean slate policy and its benefits through program announcements.
  </Step>

  <Step title="Monitor Impact">
    Track the financial impact and affiliate response to the clean slate policy implementation.
  </Step>
</Steps>

### Policy Configuration Options

<AccordionGroup>
  <Accordion title="Scope and Exceptions">
    **Universal Application:**

    * All affiliates subject to clean slate policy
    * No exceptions based on affiliate tier or status
    * Consistent application across all payment periods
    * Equal treatment regardless of negative balance size

    **Potential Exceptions:**

    * Fraud-related negative balances (may carry forward)
    * Contractual obligations with specific affiliates
    * Regulatory requirements in certain jurisdictions
    * Special arrangements for high-volume partners

    **Documentation Requirements:**

    * Clear policy documentation for affiliates
    * Terms of service updates reflecting clean slate
    * Compliance with applicable regulations
    * Audit trail for policy application decisions
  </Accordion>

  <Accordion title="Monitoring and Reporting">
    **Financial Tracking:**

    * Monthly reports on clean slate write-offs
    * Trend analysis of negative balance patterns
    * Impact assessment on program profitability
    * Comparison with industry benchmarks

    **Affiliate Impact Analysis:**

    * Affiliate retention rates before and after implementation
    * New affiliate recruitment improvements
    * Affiliate satisfaction survey results
    * Performance changes following policy implementation

    **Program Optimization:**

    * Regular review of clean slate effectiveness
    * Adjustment recommendations based on data
    * Cost-benefit analysis of policy continuation
    * Benchmarking against competitor policies
  </Accordion>
</AccordionGroup>

***

## Best Practices & Guidelines

<Card title="Implementation Success" icon="chart-mixed">
  Follow these best practices to maximize the benefits of clean slate policy while minimizing financial risk and operational complexity.
</Card>

### Implementation Best Practices

<AccordionGroup>
  <Accordion title="Pre-Implementation Planning">
    **Financial Analysis:**

    * Calculate historical negative balance amounts to estimate costs
    * Model the financial impact on program profitability
    * Establish budget reserves for clean slate write-offs
    * Analyze affiliate behavior patterns and risk factors

    **Risk Assessment:**

    * Identify high-risk affiliates and traffic sources
    * Implement enhanced monitoring for potential abuse
    * Establish fraud detection and prevention measures
    * Create escalation procedures for suspicious activity

    **Communication Strategy:**

    * Develop clear messaging about clean slate benefits
    * Create FAQ documentation for affiliate questions
    * Plan announcement timeline and delivery methods
    * Prepare support team for increased inquiries
  </Accordion>

  <Accordion title="Ongoing Management">
    **Regular Monitoring:**

    * Weekly review of negative balance trends and patterns
    * Monthly analysis of clean slate write-off amounts
    * Quarterly assessment of program profitability impact
    * Annual review of policy effectiveness and optimization

    **Affiliate Education:**

    * Ongoing communication about clean slate benefits
    * Training materials for new affiliate onboarding
    * Regular reminders about policy terms and conditions
    * Success stories and case studies from benefiting affiliates

    **Performance Optimization:**

    * Continuous improvement of affiliate screening processes
    * Regular updates to fraud detection algorithms
    * Optimization of commission structures and payment terms
    * Enhancement of affiliate support and relationship management
  </Accordion>

  <Accordion title="Policy Evolution">
    **Data-Driven Decisions:**

    * Use performance data to refine policy parameters
    * Adjust implementation based on affiliate feedback
    * Optimize based on financial impact analysis
    * Evolve policy to match market conditions and competition

    **Continuous Improvement:**

    * Regular benchmarking against industry standards
    * Integration of new fraud prevention technologies
    * Enhancement of affiliate onboarding and screening
    * Improvement of communication and support processes

    **Strategic Alignment:**

    * Ensure clean slate policy supports overall business goals
    * Align with broader affiliate program strategy and objectives
    * Coordinate with marketing and business development initiatives
    * Integrate with customer acquisition and retention strategies
  </Accordion>
</AccordionGroup>

***

## Common Scenarios & Examples

<Card title="Real-World Applications" icon="users">
  Explore typical scenarios where clean slate policies provide significant value and understand how they work in practice.
</Card>

### Practical Examples

<AccordionGroup>
  <Accordion title="Seasonal E-commerce Program">
    **Scenario:**
    An e-commerce affiliate program experiences high refund rates during post-holiday returns, creating negative balances for many affiliates.

    **Without Clean Slate:**

    ```
    Affiliate A - January Results:
    - Commissions Earned: $500
    - Refunds/Chargebacks: -$800
    - Ending Balance: -$300

    February Starting Balance: -$300
    - New Commissions: $400
    - Amount Payable: $100 (after recovering $300 debt)
    ```

    **With Clean Slate:**

    ```
    Affiliate A - January Results:
    - Commissions Earned: $500
    - Refunds/Chargebacks: -$800
    - Ending Balance: -$300 → Reset to $0

    February Starting Balance: $0
    - New Commissions: $400
    - Amount Payable: $400 (full amount)
    ```

    **Benefits:**

    * Affiliates remain motivated to promote during February
    * No loss of affiliate participation due to debt burden
    * Operator absorbs \$300 loss but maintains affiliate relationships
  </Accordion>

  <Accordion title="SaaS Trial-to-Paid Conversion">
    **Scenario:**
    A SaaS affiliate program pays commissions on trial signups, but experiences churn when trials don't convert to paid subscriptions.

    **Without Clean Slate:**

    ```
    Affiliate B - March Results:
    - Trial Commissions: $1,200 (40 trials × $30)
    - Churn Adjustments: -$900 (30 trials didn't convert)
    - Ending Balance: $300

    April Starting Balance: $300
    - New Trial Commissions: $600
    - New Churn Adjustments: -$750
    - Ending Balance: $150
    ```

    **With Clean Slate:**

    ```
    Affiliate B - March Results:
    - Trial Commissions: $1,200
    - Churn Adjustments: -$900
    - Ending Balance: $300

    April Starting Balance: $300 (positive, no reset needed)
    - New Trial Commissions: $600
    - New Churn Adjustments: -$750
    - Ending Balance: $150
    ```

    **Benefits:**

    * Positive balances carry forward normally
    * Only negative balances are reset to zero
    * Affiliates focus on quality traffic rather than debt recovery
  </Accordion>

  <Accordion title="High-Risk Vertical Program">
    **Scenario:**
    A financial services affiliate program in a high-chargeback vertical implements clean slate to maintain affiliate participation.

    **Monthly Analysis:**

    ```
    Program Totals - June:
    - Total Commissions Paid: $50,000
    - Total Chargebacks: $15,000
    - Affiliates with Negative Balances: 25 out of 100
    - Clean Slate Write-offs: $8,500

    Impact:
    - 25 affiliates start July with $0 instead of negative balances
    - Estimated retention improvement: 80% vs 40% without clean slate
    - Cost per retained affiliate: $340 ($8,500 ÷ 25)
    ```

    **Benefits:**

    * Maintains affiliate base in challenging vertical
    * Predictable cost structure for negative balance management
    * Improved program reputation and recruitment capability
  </Accordion>
</AccordionGroup>

***

## Troubleshooting & Support

<Card title="Common Questions & Solutions" icon="question">
  Address frequently asked questions and common challenges related to clean slate policy implementation and management.
</Card>

### Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Policy Implementation">
    **Q: When should I implement clean slate policy?**

    **Best Timing:**

    * At the start of a new payment period for clean transition
    * During program relaunch or major policy updates
    * When experiencing high affiliate churn due to negative balances
    * As part of competitive positioning improvements

    **Q: Can I apply clean slate retroactively to existing negative balances?**

    **Approach:**

    * Yes, but consider the financial impact carefully
    * Communicate the one-time forgiveness clearly to affiliates
    * Document the business rationale for retroactive application
    * Monitor affiliate response and program impact closely

    **Q: How do I handle fraud-related negative balances?**

    **Recommendations:**

    * Consider excluding fraud cases from clean slate policy
    * Maintain separate tracking for fraudulent activity
    * Implement strong fraud detection before clean slate application
    * Document exceptions clearly in policy terms
  </Accordion>

  <Accordion title="Financial Management">
    **Q: How much will clean slate policy cost my program?**

    **Cost Estimation:**

    * Analyze 6-12 months of historical negative balance data
    * Calculate average monthly negative balance write-offs
    * Factor in potential increase due to policy awareness
    * Budget 10-20% above historical averages for safety

    **Q: Can I set limits on clean slate write-offs?**

    **Limitation Options:**

    * Maximum write-off amount per affiliate per period
    * Caps based on affiliate tier or performance history
    * Graduated limits based on program tenure
    * Exception processes for extraordinary circumstances

    **Q: How do I track the ROI of clean slate policy?**

    **Measurement Metrics:**

    * Affiliate retention rates before and after implementation
    * New affiliate recruitment improvements
    * Lifetime value changes for retained affiliates
    * Overall program growth and profitability trends
  </Accordion>

  <Accordion title="Affiliate Communication">
    **Q: How do I explain clean slate to affiliates?**

    **Key Messages:**

    * Emphasize the fresh start benefit each payment period
    * Highlight competitive advantage over other programs
    * Explain the motivation to support affiliate success
    * Provide clear examples of how it works in practice

    **Q: What if affiliates try to abuse the clean slate policy?**

    **Prevention Strategies:**

    * Implement robust fraud detection systems
    * Monitor affiliate behavior patterns closely
    * Establish clear terms about policy abuse consequences
    * Maintain right to terminate affiliates for policy violations

    **Q: Should I advertise clean slate policy in recruitment?**

    **Marketing Approach:**

    * Yes, it's a significant competitive advantage
    * Include in affiliate program benefits and features
    * Use in recruitment materials and communications
    * Highlight in affiliate network listings and descriptions
  </Accordion>
</AccordionGroup>

### Getting Support

<Info>
  Need assistance implementing clean slate policy for your affiliate program? Our support team can help with:

  * Financial impact analysis and cost modeling
  * Policy configuration and implementation planning
  * Affiliate communication strategies and materials
  * Monitoring and optimization recommendations

  Contact support through the Affelios dashboard or reach out to your account manager for personalized guidance on clean slate implementation.
</Info>


# Configuring User Permissions
Source: https://docs.affelios.com/knowledge-base/operators/configuring-user-permissions

Learn how to control access within your affiliate platform with user-based permissions and role management

<Info>
  This guide explains how to configure user permissions and roles within your Affelios affiliate platform. As an **operator**, you can control what different team members can access and modify in your affiliate program.
</Info>

## Understanding Platform Users

<Card title="Platform User Overview" icon="users">
  In the Affelios Ecosystem, a **Platform User** is an individual who has an Affelios Identity that has shared their information with your **Affiliate Platform** to become a collaborator and work with you to promote your Brands.
</Card>

### Default Platform Permissions

<Info>
  By default, a new user that has registered with your platform will only have access to create affiliate accounts along with trackers and testimonials that are linked to those accounts.
</Info>

**Default User Capabilities:**

* Create unlimited affiliate accounts
* Create trackers and testimonials linked to their accounts
* View their own affiliate account data and reports
* Access basic program information

<Warning>
  Default users cannot self-approve affiliate accounts or make changes that require elevated permissions. They must wait for operator approval for most actions.
</Warning>

***

## Platform Module Permissions

<Card title="Permission System Overview" icon="shield">
  You can add any combination of permissions to individual users by navigating to **Settings > Users**, clicking the three dots next to a user, and selecting **Edit Permissions**.
</Card>

### Available Permission Modules

Each module can be assigned with **Read** or **Write** access levels:

| **Module**                 | **Read Access**                                                                                              | **Write Access**                                                                                               | **Notes**                                                                                                                                                 |
| -------------------------- | ------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Admin**                  | Read access to ALL Modules listed below, regardless of whether they are individually assigned.               | Write access to ALL Modules listed below regardless of whether they are individually assigned.                 | Admin permissions grant complete access to your platform. Use with caution and only assign to trusted team members.                                       |
| **Manage Affiliates**      | Access to **View** and **Report on ALL Affiliates** within the platform.                                     | Access to make changes and **Edit ALL Affiliates** within the platform.                                        | Some actions are limited to Users that have access to the Company associated with an Affiliate Account, such as Company Transfers and Payout Information. |
| **Brand Management**       | Access to **View internal information about Brands**.                                                        | Access to **Create** and **Edit Brands**.                                                                      | All users are able to view Enabled brands even without this module.                                                                                       |
| **Product Management**     | Access to **View internal information about Products**.                                                      | Access to **Create** and **Edit Products**.                                                                    | All users are able to view Enabled products even without this module.                                                                                     |
| **Media**                  | Access to **View internal information about Media** including Images, HTML Banners, and links.               | Access to **Create** and **Update Media** including Images, HTML Banners, and links.                           | All users are able to view Enabled media even without this module.                                                                                        |
| **Affiliate Transactions** | Access to **View ALL Transactions** in the system, regardless of which affiliate they are associated with.   | Access to **Create Transactions** and **Adjustments**.                                                         | All users are able to view transactions that are associated with affiliate accounts where they are a collaborator.                                        |
| **Affiliate Payouts**      | Access to **View ALL Payout Invoices** generated in the system, regardless of which affiliate they are from. | Access to start a **New Payout Process** and to **Approve** or **Delete Payout Invoices**.                     | All users are able to view Payouts that are associated with affiliate accounts where they are a collaborator.                                             |
| **Content Management**     | Access to **View the Content Management Module**.                                                            | Access to **Edit Content** pages.                                                                              | -                                                                                                                                                         |
| **User Management**        | Access to **View All Users** that have joined the Affiliate Program.                                         | Access to **Update Permissions** and **Update Report Columns** for a User.                                     | A User can only assign modules and columns that they already have access to.                                                                              |
| **Commission Plans**       | Access to **View ALL Commission Plans** available in the system.                                             | Access to **Create and Edit Commission Plans** and **Assign** them to Affiliates they have access to.          | Any user can view any Commission Plan that is already assigned to an affiliate account to which they have access.                                         |
| **Data Imports**           | Access to **View Scheduled Daily Import Logs**.                                                              | Access to **Run Data Imports**.                                                                                | -                                                                                                                                                         |
| **API Keys**               | Access to **View Api Keys** scoped to the User.                                                              | Access to **Create** and **Delete Api Keys** scoped to a User with Permissions that are available to the User. | If the User is an Admin, all Api Keys are available to view.                                                                                              |

***

## Platform Reporting Permissions

<Card title="Report Column Access" icon="chart-bar">
  Affelios allows you to specify which reporting columns are available to Users registered to your affiliate platform.
</Card>

### Configuring Report Access

<Steps>
  <Step title="Set System Defaults">
    Configure default report columns in the **Settings > Reports** section.
  </Step>

  <Step title="Customize Per User">
    Navigate to **Settings > Users > User Actions > Customize Report Columns** to customize on a per-user basis.
  </Step>

  <Step title="Configure Columns">
    Drag options from the Restricted Columns section to the Available Columns section.
  </Step>
</Steps>

<Info>
  Information about which reporting columns are available and their descriptions can be found by hovering over the tooltips in the columns sections.
</Info>

***

## Best Practices for User Management

<Card title="Security and Access Control" icon="shield-check">
  Follow these best practices to maintain security and proper access control in your affiliate platform.
</Card>

### Permission Assignment Guidelines

<AccordionGroup>
  <Accordion title="Principle of Least Privilege">
    **Security Best Practice:**

    * Grant users only the minimum permissions they need to perform their job
    * Start with read-only access and add write permissions as needed
    * Regularly review and audit user permissions
    * Remove access for users who no longer need it

    **Implementation:**

    * Create role templates for common job functions
    * Document permission requirements for each role
    * Establish approval processes for elevated permissions
  </Accordion>

  <Accordion title="Regular Access Reviews">
    **Ongoing Security Maintenance:**

    * Schedule quarterly permission audits
    * Review user access when roles change
    * Remove access for departed team members immediately
    * Monitor for unusual access patterns or activities

    **Review Checklist:**

    * Verify all active users still need their current permissions
    * Check for users with excessive permissions
    * Ensure proper separation of duties
    * Validate that company ownership is correctly assigned
  </Accordion>
</AccordionGroup>

### User Onboarding Process

<Steps>
  <Step title="Determine Required Access">
    Identify what permissions the new user needs based on their role and responsibilities.
  </Step>

  <Step title="Create User Account">
    Invite the user to your platform through the user management interface.
  </Step>

  <Step title="Assign Permissions">
    Configure the appropriate module permissions and reporting access.
  </Step>

  <Step title="Provide Training">
    Ensure the user understands their access level and platform capabilities.
  </Step>

  <Step title="Monitor Usage">
    Track user activity to ensure they're using permissions appropriately.
  </Step>
</Steps>

***

## Troubleshooting Permission Issues

<Card title="Common Permission Problems" icon="triangle-exclamation">
  Address common issues that arise with user permissions and access control.
</Card>

### Access Denied Issues

<AccordionGroup>
  <Accordion title="User Cannot Access Expected Features">
    **Symptoms:**

    * User reports they can't see certain sections or data
    * "Access Denied" or "Permission Required" messages
    * Missing menu items or navigation options

    **Solutions:**

    * Verify user has the correct module permissions assigned
    * Check if they need Read or Write access for the specific feature
    * Ensure they have access to the Company associated with affiliate accounts
    * Review reporting column permissions if data is missing from reports
  </Accordion>

  <Accordion title="Cannot Modify Affiliate Accounts">
    **Symptoms:**

    * User can view affiliates but cannot make changes
    * Cannot approve affiliate applications
    * Cannot modify payout information

    **Resolution:**

    * Ensure user has "Manage Affiliates" Write permission
    * Verify they have access to the Company associated with the affiliate account
    * Check if they have the correct collaborator role on specific affiliate accounts
    * Confirm they're not limited by company ownership restrictions
  </Accordion>

  <Accordion title="API Access Problems">
    **Symptoms:**

    * API calls returning permission errors
    * Cannot create or manage API keys
    * Limited data access through API

    **Troubleshooting:**

    * Verify user has "API Keys" Write permission to create keys
    * Check that API keys are scoped with appropriate permissions
    * Ensure API key permissions match user's platform permissions
    * Review API key expiration and validity
  </Accordion>
</AccordionGroup>

### Permission Conflicts

<AccordionGroup>
  <Accordion title="Overlapping Permissions">
    **Issue:** Multiple permission sources creating conflicts

    **Common Scenarios:**

    * Platform permissions vs. affiliate collaborator roles
    * Admin permissions overriding specific module restrictions
    * Company ownership vs. platform access levels

    **Resolution:**

    * Review permission hierarchy and precedence rules
    * Ensure consistent permission assignment across all levels
    * Document permission inheritance and override rules
    * Test permission changes in a safe environment first
  </Accordion>

  <Accordion title="Inheritance Problems">
    **Issue:** Permissions not propagating correctly

    **Symptoms:**

    * User has platform permissions but cannot access affiliate data
    * Company ownership not transferring properly
    * Collaborator roles not taking effect

    **Solutions:**

    * Verify user has access to both platform and affiliate account levels
    * Check company association and ownership settings
    * Ensure proper invitation and acceptance processes
    * Review permission inheritance rules and timing
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Advanced User Management" icon="arrow-right">
  <Info>
    Once you've configured basic user permissions, consider these advanced features and next steps for comprehensive user management.
  </Info>

  **Additional Resources:**

  * [Setup Guide](/knowledge-base/operators/setup-guide) - Complete program setup including user management
  * [API Documentation](/developers/reference/overview) - Programmatic user management via API
  * [Webhook Configuration](/developers/reference/webhooks) - Real-time user activity notifications
  * [Security Best Practices](/knowledge-base/operators/setup-guide#security-best-practices) - Platform security guidelines

  **Advanced Features:**

  * Bulk user permission management
  * Automated permission assignment based on roles
  * Integration with external identity providers
  * Advanced audit logging and compliance reporting
</Card>

<Tip>
  Start with simple permission assignments and gradually add more granular controls as your team grows and your needs become more complex. Regular permission reviews help maintain security and ensure users have appropriate access.
</Tip>


# Create & Manage Commission Plans
Source: https://docs.affelios.com/knowledge-base/operators/create-manage-commission-plans

Learn how to create and manage commission plans within the Affelios Platform to optimize affiliate compensation and program performance

<Info>
  This guide explains how to create and manage commission plans within the Affelios Platform. As an **operator**, you can configure multiple commission plans to cater to diverse affiliate preferences and meet evolving business objectives.
</Info>

## Commission Plans Overview

<Card title="Flexible Commission Structure" icon="chart-pie">
  A commission plan can be configured as a default plan for a brand. However, you can configure multiple commission plans which can be assigned to affiliates and products to override a default plan.
</Card>

### Types of Commission Plans

<AccordionGroup>
  <Accordion title="Cost Per Acquisition (CPA)">
    **Purpose:** Fixed commission fee paid once certain triggers are met

    **How it Works:**

    * Affiliate receives a fixed amount when specific actions occur
    * Examples: user registration, deposit, purchase completion
    * Can set up specific requirements like deposit amounts, net revenue, or wagering requirements
    * Multiple CPA levels possible for additional commissions after requirements are met

    **Best For:**

    * Clear, measurable conversion actions
    * Predictable commission costs
    * Performance-based compensation
    * New customer acquisition focus
  </Accordion>

  <Accordion title="Revenue Share (RevShare)">
    **Purpose:** Percentage-based commission calculated from revenue

    **How it Works:**

    * Commission calculated as a percentage of generated revenue
    * Can set up levels for higher commissions when targets are met
    * Example: 5% base rate, 10% on revenue exceeding £100

    **Best For:**

    * Long-term affiliate relationships
    * High-value customer acquisition
    * Ongoing revenue generation
    * Performance incentive alignment
  </Accordion>

  <Accordion title="Hybrid">
    **Purpose:** Combination of CPA and revenue share for comprehensive compensation

    **How it Works:**

    * Combines fixed CPA payments with percentage-based revenue sharing
    * Provides both immediate rewards and ongoing incentives
    * Flexible structure for complex compensation needs

    **Best For:**

    * Diverse affiliate types and preferences
    * Complex business models
    * Maximum flexibility in compensation
    * Competitive program positioning
  </Accordion>
</AccordionGroup>

***

## Creating Commission Plans

<Card title="Plan Configuration Process" icon="gear">
  You can create and configure your plans within the settings menu of your Affelios dashboard. Multiple commission plans allow you to cater to diverse affiliate preferences and be more competitive.
</Card>

### Accessing Commission Plan Settings

<Steps>
  <Step title="Navigate to Settings">
    Go to your Affelios dashboard and access the **Settings** menu.
  </Step>

  <Step title="Locate Commission Plans">
    Find the **Commission Plans** section within your settings.
  </Step>

  <Step title="Add New Plan">
    Click the **"Add Plan"** button at the top right of the page to create a new commission plan.
  </Step>

  <Step title="Configure Plan Details">
    Set up your plan parameters including type, rates, and requirements.
  </Step>
</Steps>

***

## CPA Commission Plan Configuration

<Card title="Cost Per Acquisition Setup" icon="bullseye-pointer">
  Configure CPA plans with specific requirements and multiple levels for comprehensive affiliate compensation.
</Card>

### CPA Plan Requirements

<AccordionGroup>
  <Accordion title="Basic CPA Configuration">
    **Core Settings:**

    * Fixed commission amount per acquisition
    * Specific trigger requirements (deposit, registration, purchase)
    * Minimum thresholds for commission eligibility
    * Payment timing and conditions

    **Example Configuration:**

    ```
    CPA Plan: New Customer Registration
    - Commission: $25 per registration
    - Requirement: Valid email and phone verification
    - Minimum: $10 deposit within 7 days
    - Payment: Monthly with minimum $100 threshold
    ```
  </Accordion>

  <Accordion title="Advanced CPA Levels">
    **Multi-Level Structure:**

    * Base CPA rate for initial conversions
    * Higher rates for exceeding minimum thresholds
    * Bonus commissions for exceptional performance
    * Tiered rewards based on volume or quality

    **Example Multi-Level CPA:**

    ```
    Level 1: $25 per registration
    Level 2: $50 per registration with $50+ deposit
    Level 3: $75 per registration with $100+ deposit
    Bonus: Additional $25 for 10+ registrations/month
    ```
  </Accordion>

  <Accordion title="CPA Requirements & Conditions">
    **Common Requirements:**

    * Minimum deposit amounts
    * Net revenue thresholds
    * Wagering requirements (for gaming verticals)
    * Account verification status
    * Geographic restrictions

    **Conditional Payments:**

    * Commission held until requirements met
    * Partial payments for partial fulfillment
    * Chargeback and refund protections
    * Quality score considerations
  </Accordion>
</AccordionGroup>

***

## Revenue Share Plan Configuration

<Card title="Revenue Share Setup" icon="percent">
  Configure revenue share plans with tiered levels to incentivize higher performance and long-term partnerships.
</Card>

### RevShare Plan Structure

<AccordionGroup>
  <Accordion title="Basic Revenue Share">
    **Standard Configuration:**

    * Base percentage of revenue
    * Payment frequency (monthly, weekly)
    * Minimum payout thresholds
    * Revenue calculation methods

    **Example Basic RevShare:**

    ```
    Revenue Share Plan: Standard
    - Base Rate: 5% of net revenue
    - Payment: Monthly
    - Minimum Payout: $50
    - Revenue Calculation: Gross revenue minus refunds
    ```
  </Accordion>

  <Accordion title="Tiered Revenue Share">
    **Performance-Based Tiers:**

    * Higher percentages for exceeding targets
    * Volume-based commission increases
    * Quality score bonuses
    * Long-term partnership rewards

    **Example Tiered RevShare:**

    ```
    Tier 1: 5% on first £100 revenue
    Tier 2: 10% on revenue exceeding £100
    Tier 3: 15% on revenue exceeding £500
    Bonus: Additional 2% for 95%+ quality score
    ```
  </Accordion>

  <Accordion title="Revenue Share Considerations">
    **Important Factors:**

    * Revenue calculation methodology
    * Refund and chargeback handling
    * Payment timing and frequency
    * Minimum performance requirements

    **Best Practices:**

    * Clear revenue definition and calculation
    * Transparent refund and adjustment policies
    * Regular performance reviews and adjustments
    * Competitive benchmarking and optimization
  </Accordion>
</AccordionGroup>

***

## Hybrid Plan Configuration

<Card title="Combined Compensation Model" icon="layer-group">
  Create hybrid plans that combine the benefits of both CPA and revenue share models for maximum flexibility and competitiveness.
</Card>

### Hybrid Plan Benefits

<AccordionGroup>
  <Accordion title="CPA + RevShare Combination">
    **Dual Compensation:**

    * Immediate CPA rewards for conversions
    * Ongoing RevShare for customer lifetime value
    * Balanced risk and reward structure
    * Appeals to different affiliate preferences

    **Example Hybrid Plan:**

    ```
    CPA Component: $30 per new customer registration
    RevShare Component: 3% of customer lifetime revenue
    Combined Benefit: Immediate + ongoing compensation
    ```
  </Accordion>

  <Accordion title="Flexible Implementation">
    **Customization Options:**

    * Adjustable CPA/RevShare ratios
    * Conditional activation of components
    * Performance-based plan modifications
    * Affiliate-specific customizations

    **Strategic Applications:**

    * New affiliate onboarding incentives
    * High-value customer acquisition focus
    * Competitive program positioning
    * Risk mitigation and reward optimization
  </Accordion>
</AccordionGroup>

***

## Country Overrides

<Card title="Geographic Customization" icon="globe">
  Create country-specific overrides for your commission plans to account for regional differences in market conditions, regulations, and competitive landscapes.
</Card>

### Setting Up Country Overrides

<Steps>
  <Step title="Edit Existing Plan">
    Click the **"Edit Plan"** button on the Commission Plans page for the plan you want to modify.
  </Step>

  <Step title="Access Country Overrides">
    Navigate to the **"Country Overrides"** tab within the plan editing interface.
  </Step>

  <Step title="Add Country Override">
    Click the **"Add Country Override"** button at the top right of the page.
  </Step>

  <Step title="Configure Override Settings">
    Set specific commission rates, requirements, and conditions for the selected country.
  </Step>

  <Step title="Save and Test">
    Save your changes and test the override functionality to ensure proper application.
  </Step>
</Steps>

### Country Override Best Practices

<AccordionGroup>
  <Accordion title="Market-Specific Adjustments">
    **Regional Considerations:**

    * Local market competition and rates
    * Currency and economic factors
    * Regulatory requirements and restrictions
    * Cultural preferences and behaviors

    **Common Override Scenarios:**

    * Higher rates in competitive markets
    * Lower rates in emerging markets
    * Special requirements for regulated jurisdictions
    * Currency-specific minimum thresholds
  </Accordion>

  <Accordion title="Implementation Strategy">
    **Strategic Approach:**

    * Start with high-volume countries
    * Monitor performance and adjust accordingly
    * Document rationale for each override
    * Regular review and optimization

    **Management Best Practices:**

    * Clear documentation of override reasons
    * Regular performance analysis
    * Competitive benchmarking
    * Affiliate communication about changes
  </Accordion>
</AccordionGroup>

***

## Commission Plan Hierarchy

<Card title="Plan Priority System" icon="sitemap">
  Understanding how Affelios evaluates commission plans is crucial for effective plan management. The system uses a hierarchy based on specificity, applying the most specific match available for each transaction.
</Card>

### Plan Evaluation Order

<AccordionGroup>
  <Accordion title="Hierarchy Levels (Most to Least Specific)">
    **Commission Plan Evaluation Order:**\
    Affelios evaluates commission plans in order of specificity, using the most specific match available:

    1. **Affiliate + Brand + Product + Tracker** (Most specific)
    2. **Affiliate + Brand + Tracker**
    3. **Affiliate + Tracker**
    4. **Affiliate + Product**
    5. **Affiliate + Brand**
    6. **Affiliate only** (Least specific affiliate plan)
    7. **Default Product Plan** (Brand + Product)
    8. **Default Brand Plan**
    9. **Fully Default Plan** (System-wide fallback)

    **How It Works:**

    * System checks for the most specific plan first
    * Falls back to less specific plans if no match found
    * Always ensures a plan is applied (default as last resort)
    * More specific plans override less specific ones
  </Accordion>

  <Accordion title="Practical Examples">
    **Scenario 1: High-Value Affiliate**

    ```
    Affiliate: "TopPerformer123"
    Brand: "PremiumBrand"
    Product: "LuxuryWidget"
    Tracker: "SummerCampaign"

    Evaluation Order:
    1. Check: Affiliate + Brand + Product + Tracker plan
    2. If not found: Check Affiliate + Brand + Tracker plan
    3. If not found: Check Affiliate + Tracker plan
    4. Continue down hierarchy...
    ```

    **Scenario 2: New Affiliate**

    ```
    Affiliate: "NewAffiliate456"
    Brand: "StandardBrand"
    Product: "BasicWidget"
    Tracker: "GeneralPromo"

    Evaluation Order:
    1. Check: Affiliate + Brand + Product + Tracker plan
    2. If not found: Check Affiliate + Brand + Tracker plan
    3. Continue until finding: Affiliate only plan
    4. Or fall back to: Default Product Plan
    ```
  </Accordion>

  <Accordion title="Strategic Implementation">
    **Best Practices:**

    * Create specific plans for high-value affiliates
    * Set product-specific rates for different margin items
    * Use tracker-specific plans for performance incentives
    * Always have default plans as fallbacks

    **Implementation Strategy:**

    * Start with default plans for all products/brands
    * Add affiliate-specific plans for top performers
    * Create tracker-specific plans for campaigns
    * Use product-specific plans for margin optimization

    **Common Use Cases:**

    * VIP affiliate gets higher rates across all products
    * Specific product gets special commission rates
    * Campaign-specific bonuses for all affiliates
    * Brand-specific rates for different verticals
  </Accordion>
</AccordionGroup>

***

## Plan Assignment & Management

<Card title="Strategic Plan Distribution" icon="users">
  Effectively assign commission plans to affiliates and products to optimize program performance and affiliate satisfaction.
</Card>

### Plan Assignment Strategies

<AccordionGroup>
  <Accordion title="Affiliate-Specific Plans">
    **Custom Assignment:**

    * Assign different plans based on affiliate performance
    * Reward high-performing affiliates with better rates
    * Provide incentives for new affiliate recruitment
    * Create tiered access to premium plans

    **Assignment Criteria:**

    * Historical performance and quality scores
    * Traffic volume and conversion rates
    * Geographic location and market focus
    * Partnership duration and loyalty
  </Accordion>

  <Accordion title="Product-Specific Plans">
    **Product-Based Customization:**

    * Different rates for different product categories
    * Higher commissions for new product launches
    * Seasonal adjustments for promotional periods
    * Margin-based commission structures

    **Strategic Applications:**

    * Incentivize promotion of high-margin products
    * Support new product market penetration
    * Balance promotion across product portfolio
    * Optimize overall program profitability
  </Accordion>

  <Accordion title="Default Plan Management">
    **Default Plan Strategy:**

    * Set competitive default rates for new affiliates
    * Use as baseline for program positioning
    * Regular review and adjustment of default rates
    * Clear communication of default plan benefits

    **Override Management:**

    * Document when and why overrides are applied
    * Maintain consistency in override criteria
    * Regular audit of plan assignments
    * Performance tracking of different plan types
  </Accordion>
</AccordionGroup>

***

## Best Practices & Optimization

<Card title="Commission Plan Excellence" icon="chart-line">
  Follow these best practices to create effective commission plans that drive affiliate performance and program growth.
</Card>

### Plan Design Best Practices

<AccordionGroup>
  <Accordion title="Competitive Positioning">
    **Market Analysis:**

    * Research competitor commission structures
    * Benchmark against industry standards
    * Identify unique value propositions
    * Position plans for maximum appeal

    **Competitive Advantages:**

    * Higher rates in key verticals
    * Unique hybrid or tiered structures
    * Faster payment terms
    * Additional benefits and support
  </Accordion>

  <Accordion title="Performance Optimization">
    **Data-Driven Decisions:**

    * Regular analysis of plan performance
    * A/B testing of different structures
    * Affiliate feedback integration
    * Continuous improvement processes

    **Key Metrics to Track:**

    * Affiliate recruitment and retention rates
    * Conversion rates by plan type
    * Revenue per affiliate by plan
    * Program profitability by commission structure
  </Accordion>

  <Accordion title="Communication & Transparency">
    **Clear Communication:**

    * Detailed plan documentation and examples
    * Regular updates on plan changes
    * Transparent calculation methodologies
    * Proactive support and education

    **Affiliate Education:**

    * Training materials on plan benefits
    * Performance optimization guidance
    * Best practices for maximizing earnings
    * Regular Q\&A sessions and support
  </Accordion>
</AccordionGroup>

### Monitoring & Maintenance

<Steps>
  <Step title="Regular Performance Review">
    Analyze commission plan performance monthly to identify optimization opportunities.
  </Step>

  <Step title="Competitive Benchmarking">
    Monitor competitor commission structures and adjust plans accordingly.
  </Step>

  <Step title="Affiliate Feedback Integration">
    Collect and incorporate affiliate feedback into plan improvements.
  </Step>

  <Step title="Financial Impact Analysis">
    Assess the financial impact of commission changes on program profitability.
  </Step>

  <Step title="Plan Optimization">
    Implement data-driven improvements to commission structures and rates.
  </Step>
</Steps>

***

## Troubleshooting Common Issues

<Card title="Plan Management Solutions" icon="triangle-exclamation">
  Address common challenges in commission plan creation, management, and optimization.
</Card>

### Common Plan Issues

<AccordionGroup>
  <Accordion title="Plan Configuration Problems">
    **Symptoms:**

    * Plans not applying correctly to affiliates
    * Incorrect commission calculations
    * Override settings not taking effect
    * Payment processing errors

    **Solutions:**

    * Verify plan assignment and priority settings
    * Check calculation formulas and requirements
    * Validate country override configurations
    * Review payment processing settings
  </Accordion>

  <Accordion title="Performance Issues">
    **Symptoms:**

    * Low affiliate recruitment rates
    * High affiliate churn
    * Poor conversion performance
    * Uncompetitive program positioning

    **Resolution:**

    * Analyze competitor commission structures
    * Survey affiliates about plan preferences
    * Adjust rates and requirements based on data
    * Implement performance-based incentives
  </Accordion>

  <Accordion title="Financial Management">
    **Symptoms:**

    * Commission costs exceeding budget
    * Unprofitable plan structures
    * Cash flow issues with payments
    * Inconsistent revenue margins

    **Troubleshooting:**

    * Review plan profitability by segment
    * Implement cost controls and limits
    * Optimize payment terms and schedules
    * Adjust rates based on margin analysis
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Advanced Commission Management" icon="arrow-right">
  <Info>
    Once you've mastered basic commission plan creation and management, explore these advanced features and strategies to further optimize your affiliate program.
  </Info>

  **Additional Resources:**

  * [Setup Guide](/knowledge-base/operators/setup-guide) - Complete program setup including commission configuration
  * [API Documentation](/developers/reference/overview) - Programmatic commission plan management
  * [Webhook Configuration](/developers/reference/webhooks) - Real-time commission notifications
  * [Analytics & Reporting](/knowledge-base/operators/setup-guide#analytics-reporting) - Commission performance tracking

  **Advanced Features:**

  * Dynamic commission adjustments based on performance
  * Automated plan optimization using AI/ML
  * Integration with external CRM and analytics platforms
  * Advanced country and region-specific customization
</Card>

<Tip>
  Start with simple commission plans and gradually add complexity as your program grows. Regular monitoring and optimization of commission structures are key to maintaining competitive advantage and affiliate satisfaction.
</Tip>


# Setup Custom Domains
Source: https://docs.affelios.com/knowledge-base/operators/setup-custom-domain

Configure custom domains for your affiliate program to improve branding, reduce ad blocking, and enhance affiliate experience

<Info>
  This guide explains how to configure custom domains for your Affelios affiliate program. As an **operator**, you can set up three types of custom domains to improve your program's performance and reduce the likelihood of ads being blocked by ad blockers.
</Info>

## Custom Domain Overview

<Card title="Three Domain Types" icon="globe">
  Affelios allows you to configure three different types of custom domains, each serving a specific purpose in your affiliate program infrastructure.
</Card>

### Domain Types Explained

<AccordionGroup>
  <Accordion title="Platform Domain (White-labeling)">
    **Purpose:** Complete white-labeling of your affiliate program interface

    **Benefits:**

    * Your affiliate portal appears under your own domain (e.g., `affiliates.yourcompany.com`)
    * Complete brand consistency for affiliate experience
    * Professional appearance that builds trust
    * Seamless integration with your existing website structure

    **Use Cases:**

    * Main affiliate program landing page
    * Affiliate dashboard and account management
    * Program information and resources
    * Branded affiliate portal experience
  </Accordion>

  <Accordion title="Click Domain (Tracking Links)">
    **Purpose:** Custom domain for affiliate tracking links and redirects

    **Benefits:**

    * Affiliate links use your domain instead of default Affelios domains
    * Reduced risk of link blocking by ad blockers and security filters
    * Better click-through rates due to trusted domain appearance
    * Consistent branding in affiliate marketing materials

    **Use Cases:**

    * Affiliate tracking link redirects
    * Campaign-specific landing pages
    * Product promotion links
    * Marketing campaign URLs
  </Accordion>

  <Accordion title="Ad Server Domain (Media Assets)">
    **Purpose:** Custom domain for serving marketing assets and media content

    **Benefits:**

    * Media assets served from your domain instead of third-party servers
    * Reduced ad blocking of banners, images, and HTML5 creatives
    * Better performance and reliability for affiliate marketing materials
    * Complete control over media asset delivery

    **Use Cases:**

    * Banner advertisements
    * Product images and graphics
    * HTML5 creative assets
    * Marketing materials and promotional content
  </Accordion>
</AccordionGroup>

***

## Why Configure Custom Domains?

<Card title="Ad Blocker Prevention" icon="shield-check">
  Configuring custom domains is **highly recommended** to reduce the likelihood of your affiliate marketing materials being blocked by ad blockers and security filters.
</Card>

### Benefits of Custom Domain Configuration

<AccordionGroup>
  <Accordion title="Ad Blocker Avoidance">
    **Reduced Blocking Risk:**

    * Ad blockers often target known affiliate network domains
    * Custom domains appear as first-party content to users
    * Lower chance of being flagged by browser security features
    * Improved delivery rates for affiliate marketing materials

    **Technical Advantages:**

    * First-party domain status improves trust scores
    * Better compatibility with browser security policies
    * Reduced false positives from security scanning
    * Enhanced user experience without blocking interruptions
  </Accordion>

  <Accordion title="Brand Consistency">
    **Professional Appearance:**

    * All affiliate touchpoints use your branded domains
    * Consistent user experience across all interactions
    * Enhanced credibility and trust with affiliates
    * Seamless integration with your existing brand presence

    **Marketing Benefits:**

    * Affiliates more likely to promote with trusted domains
    * Better conversion rates due to domain familiarity
    * Improved affiliate recruitment and retention
    * Enhanced program reputation in affiliate networks
  </Accordion>

  <Accordion title="Performance Optimization">
    **Technical Performance:**

    * Faster loading times with optimized domain configuration
    * Better caching and CDN integration possibilities
    * Reduced latency for affiliate link redirects
    * Improved reliability and uptime for media assets

    **Analytics Benefits:**

    * Cleaner analytics data with first-party domains
    * Better tracking accuracy and attribution
    * Reduced data loss from blocked requests
    * More reliable performance metrics
  </Accordion>
</AccordionGroup>

***

## Domain Configuration Process

<Card title="Setup Steps" icon="gear">
  Follow these steps to configure each type of custom domain for your affiliate program.
</Card>

### Platform Domain Setup

<Steps>
  <Step title="Access Domain Settings">
    Navigate to **Program Settings > Domains** in your Affelios dashboard.
  </Step>

  <Step title="Add Platform Domain">
    Click **"Add Platform Domain"** and enter your desired hostname (e.g., `affiliates.yourcompany.com`).
  </Step>

  <Step title="Configure DNS Records">
    Add the provided DNS records to your domain registrar. These typically include CNAME and A records.
  </Step>

  <Step title="Validate Configuration">
    Click **"Validate"** to verify DNS propagation and configuration.
  </Step>

  <Step title="Complete Setup">
    Mark the platform domain setup as complete once validation succeeds.
  </Step>
</Steps>

### Click Domain Setup

<Steps>
  <Step title="Add Click Domain">
    In the same domain settings area, click **"Add Click Domain"** for tracking links.
  </Step>

  <Step title="Enter Click Domain">
    Specify your click domain (e.g., `go.yourcompany.com` or `track.yourcompany.com`).
  </Step>

  <Step title="Configure DNS">
    Add the required DNS records for click domain functionality.
  </Step>

  <Step title="Test Links">
    Validate that affiliate tracking links properly redirect through your custom domain.
  </Step>
</Steps>

### Ad Server Domain Setup

<Steps>
  <Step title="Add Ad Server Domain">
    Click **"Add Ad Server Domain"** for media asset delivery.
  </Step>

  <Step title="Specify Media Domain">
    Enter your media domain (e.g., `media.yourcompany.com` or `assets.yourcompany.com`).
  </Step>

  <Step title="Configure DNS Records">
    Add the necessary DNS configuration for media asset serving.
  </Step>

  <Step title="Upload Test Assets">
    Upload a test media asset to verify proper serving from your custom domain.
  </Step>
</Steps>

***

## DNS Configuration Details

<Card title="DNS Requirements" icon="network-wired">
  Understanding the DNS configuration requirements for each domain type ensures successful setup and optimal performance.
</Card>

### DNS Propagation Timeline

<Info>
  DNS propagation can take anywhere from a few minutes to 48 hours depending on your domain provider, geographic location, and DNS caching. Most changes propagate within 15-30 minutes.
</Info>

**Factors Affecting Propagation:**

* Domain registrar and DNS provider
* Geographic location of users
* DNS caching at various levels
* TTL (Time To Live) settings

***

## Best Practices & Recommendations

<Card title="Domain Strategy" icon="lightbulb">
  Follow these best practices to maximize the benefits of custom domain configuration and minimize potential issues.
</Card>

### Domain Naming Conventions

<AccordionGroup>
  <Accordion title="Platform Domain">
    **Recommended Patterns:**

    * `affiliates.yourcompany.com` - Clear affiliate program identification
    * `partners.yourcompany.com` - Partnership-focused branding
    * `program.yourcompany.com` - Simple and direct

    **Avoid:**

    * Generic names that don't reflect your brand
    * Confusing or misleading subdomain choices
    * Names that conflict with existing services
  </Accordion>

  <Accordion title="Click Domain">
    **Recommended Patterns:**

    * `refer.yourcompany.com` - Short and memorable
    * `redirect.yourcompany.com` - Clear tracking purpose

    **Considerations:**

    * Keep URLs short for better user experience
    * Use memorable subdomains for affiliate sharing
    * Ensure consistency with your brand voice
  </Accordion>

  <Accordion title="Ad Server Domain">
    **Recommended Patterns:**

    * `media.yourcompany.com` - Clear media asset purpose
    * `assets.yourcompany.com` - Asset-focused naming
    * `cdn.yourcompany.com` - Content delivery emphasis

    **Technical Considerations:**

    * Choose names that reflect technical purpose
    * Consider future scalability and expansion
    * Ensure compatibility with your existing infrastructure
  </Accordion>
</AccordionGroup>

### Security Considerations

<Warning>
  Always ensure you have proper administrative access to your domain's DNS settings before beginning the configuration process. Incorrect DNS configuration can temporarily disrupt your website or services.
</Warning>

**Security Best Practices:**

* Use strong, unique verification codes for each domain
* Regularly monitor DNS configuration for unauthorized changes
* Implement proper access controls for DNS management
* Keep domain registration information up to date

***

## Troubleshooting Domain Issues

<Card title="Common Problems & Solutions" icon="triangle-exclamation">
  Address frequently encountered issues during custom domain setup and configuration.
</Card>

### DNS Configuration Issues

<AccordionGroup>
  <Accordion title="Validation Failures">
    **Symptoms:**

    * Domain validation fails repeatedly
    * "DNS records not found" error messages
    * Timeout errors during validation process

    **Solutions:**

    * Double-check DNS record syntax and values
    * Verify record types match requirements exactly
    * Wait longer for DNS propagation (up to 48 hours)
    * Check for typos in domain names or record values
    * Ensure DNS changes were saved and published
  </Accordion>

  <Accordion title="Slow Propagation">
    **Symptoms:**

    * Validation works intermittently
    * Some users can access domains while others cannot
    * Inconsistent behavior across different locations

    **Resolution:**

    * Wait for full DNS propagation (typically 15-30 minutes)
    * Check DNS propagation status using online tools
    * Verify TTL settings are appropriate for your needs
    * Consider geographic differences in propagation timing
  </Accordion>

  <Accordion title="Access Permission Issues">
    **Symptoms:**

    * Cannot modify DNS records
    * "Access denied" errors during setup
    * Domain ownership verification failures

    **Troubleshooting:**

    * Ensure you have administrative access to domain DNS
    * Verify domain ownership and registration details
    * Check if domain is locked or has transfer restrictions
    * Contact your domain registrar for assistance if needed
  </Accordion>
</AccordionGroup>

### Performance Issues

<AccordionGroup>
  <Accordion title="Slow Loading Times">
    **Symptoms:**

    * Custom domains load slower than expected
    * Media assets take longer to serve
    * Affiliate links redirect slowly

    **Optimization:**

    * Check DNS resolution speed and accuracy
    * Verify CDN configuration and geographic distribution
    * Monitor server response times and performance metrics
    * Consider DNS optimization services if needed
  </Accordion>

  <Accordion title="Intermittent Failures">
    **Symptoms:**

    * Domains work sometimes but not others
    * Random access failures or timeouts
    * Inconsistent behavior across different times

    **Investigation:**

    * Monitor DNS resolution consistency
    * Check for DNS server outages or issues
    * Verify domain registrar service status
    * Review server logs for error patterns
  </Accordion>
</AccordionGroup>

***

## Monitoring & Maintenance

<Card title="Ongoing Domain Management" icon="chart-line">
  Regular monitoring and maintenance ensure your custom domains continue to perform optimally and provide the expected benefits.
</Card>

### Regular Monitoring Tasks

<Steps>
  <Step title="DNS Health Checks">
    Monitor DNS resolution and propagation status regularly to ensure domains are working correctly.
  </Step>

  <Step title="Performance Monitoring">
    Track loading times, response rates, and user experience metrics for all custom domains.
  </Step>

  <Step title="Security Audits">
    Regularly review domain configuration and access controls to maintain security.
  </Step>

  <Step title="Certificate Management">
    Monitor SSL certificate status and renewal requirements for all custom domains.
  </Step>
</Steps>

### Maintenance Best Practices

<AccordionGroup>
  <Accordion title="Regular Reviews">
    **Monthly Tasks:**

    * Review domain performance metrics and analytics
    * Check for any DNS configuration changes or issues
    * Monitor affiliate feedback about domain experience
    * Verify all domains are resolving correctly

    **Quarterly Tasks:**

    * Comprehensive security review of domain configuration
    * Performance optimization and tuning
    * Review and update domain naming conventions if needed
    * Assess need for additional domains or configuration changes
  </Accordion>

  <Accordion title="Documentation Updates">
    **Keep Records Current:**

    * Document all domain configurations and purposes
    * Maintain list of DNS records and their purposes
    * Update team documentation when changes are made
    * Keep domain registrar and contact information current
  </Accordion>
</AccordionGroup>

***

## Next Steps

<Card title="Advanced Domain Configuration" icon="arrow-right">
  <Info>
    Once you've successfully configured your custom domains, consider these advanced features and optimizations to further enhance your affiliate program.
  </Info>

  **Additional Resources:**

  * [Setup Guide](/knowledge-base/operators/setup-guide) - Complete program setup including domain configuration
  * [Tracking Implementation](/integrations/tracking/overview) - Advanced tracking setup with custom domains
  * [Media Management](/knowledge-base/operators/setup-guide#media-management) - Optimizing media assets with custom domains
  * [API Documentation](/developers/reference/overview) - Programmatic domain management

  **Advanced Features:**

  * Subdomain management for different program segments
  * Geographic domain optimization for global programs
  * Advanced DNS configuration for performance optimization
  * Integration with external CDN services
</Card>

<Tip>
  Start with configuring the platform domain first, as it provides the most immediate branding benefits. Then add click and ad server domains as your program grows and you identify specific needs for improved performance and ad blocker avoidance.
</Tip>


# Setup Guide
Source: https://docs.affelios.com/knowledge-base/operators/setup-guide

Complete guide for operators to create, configure, and manage affiliate programs in Affelios

<Info>
  This comprehensive guide walks through all the steps an **operator** (program owner / admin) must take to create, configure, and run an affiliate program in Affelios. Follow this step-by-step process to get your program up and running successfully.
</Info>

## Choosing a Plan

<Info>
  Unsure which business plan is best? The following comparison offers insights to help you decide which option aligns with your goals and business needs.
</Info>

Choose a plan based on your anticipated volume and business needs. Consider your current traffic, expected growth, and budget when making your selection.

<Tabs>
  <Tab title="Flex">
    <Card title="Flex Plan" icon="bolt">
      **Monthly Fee:** \$0 (pay-as-you-go)

      **Best for:** New or low-volume users

      **Volume Limits:**

      * Under \~80k clicks per month
      * Under 4,000 transactions per month
    </Card>
  </Tab>

  <Tab title="Pro">
    <Card title="Pro Plan" icon="star">
      **Monthly Fee:** \$399 + usage fees

      **Best for:** Mid-level usage

      **Volume Limits:**

      * \~80k–160k clicks per month
      * 4k–8k transactions per month
    </Card>
  </Tab>

  <Tab title="Enterprise">
    <Card title="Enterprise Plan" icon="crown">
      **Monthly Fee:** \$799 + usage fees

      **Best for:** High-volume usage

      **Volume Limits:**

      * 160k+ clicks per month
      * 8k+ transactions per month
      * For very high volume (>1M), contact support
    </Card>
  </Tab>
</Tabs>

<Tip>
  If you're uncertain about your volume needs, start with the **Flex** plan and upgrade as your program grows. You can change plans at any time.
</Tip>

***

## Creating an Affelios Subscription

<Warning>
  The subscription setup process may vary slightly depending on your current UI. The following steps represent the typical flow for creating an Affelios subscription.
</Warning>

<Steps>
  <Step title="Sign In or Create Account">
    Sign in to your existing **Affelios Identity** account or create a new one if you're a new user.
  </Step>

  <Step title="Select Your Plan">
    Choose your desired plan (Flex, Pro, or Enterprise) based on your volume requirements from the previous section.
  </Step>

  <Step title="Provide Business Details">
    Enter your billing information and business details required for account setup.
  </Step>

  <Step title="Confirm and Activate">
    Review your subscription details and confirm to activate your account.
  </Step>
</Steps>

<Info>
  Once your subscription is active, you'll have full access to the Affelios platform and can proceed to configure your affiliate program.
</Info>

***

## Configuring Your Program

This is the foundational setup for your affiliate program. These settings will define how your program operates and how affiliates interact with your system.

<Card title="Program Configuration Overview" icon="gear">
  The program configuration includes essential settings for branding, communication, payments, and tracking that will apply to your entire affiliate program.
</Card>

### Program Settings & Branding

Navigate to **Program / Settings** to configure your core program settings:

<AccordionGroup>
  <Accordion title="Email Configuration">
    Configure email addresses for different types of communications:

    * **Admin Email From**: Email used for admin notifications
    * **Accounts Email From**: Email used for affiliate/account notifications
    * **Administrator Email**: For general administrative queries
    * **Accounts Email**: For account-specific communications
  </Accordion>

  <Accordion title="Legal & Compliance">
    Set up required legal documents and compliance settings:

    * **Terms URL**: Link to your affiliate terms & conditions
    * **Privacy Policy URL**: Link to your privacy policy
    * **Base Currency**: Currency for all commissions, payouts, and accounting
  </Accordion>

  <Accordion title="Affiliate Management">
    Configure how affiliates are managed and approved:

    * **Auto-Approve Affiliates**: Toggle to allow automatic affiliate approval
    * **Clean Slate / No Negative Carry-Over**: Reset affiliate balances each period
    * **Organic Tracking**: Enable default attribution for untagged conversions
  </Accordion>
</AccordionGroup>

### Affiliate Payout Options

<Card title="Payment Configuration" icon="credit-card">
  Configure the payment processors you support so that affiliates can choose one that's suitable for them.
</Card>

Still within program settings, select which payment processors you support:

* Bank transfer
* PayPal
* Cryptocurrency
* Other payment processors

<Info>
  By enabling these payment processors, you're giving affiliates the flexibility to choose the payment method that works best for their location, preferences, and business needs.
</Info>

Affiliates will be able to select from these supported payment processors when registering and setting up their payout preferences.

<Tip>
  Also configure any relevant tax settings (e.g. withholding, VAT, etc.) based on your business location and legal requirements.
</Tip>

### Custom Domain Setup (Optional but Recommended)

<Warning>
  While optional, using a custom domain significantly improves your program's professional appearance and brand consistency.
</Warning>

<Info>
  **Recommended for Ad Performance:** Configuring a custom domain is highly recommended as it can help avoid issues around URL blacklisting and ad blockers. Using your own branded domain instead of the default Affelios domain reduces the risk of your affiliate links being blocked by ad blockers or flagged by security filters.
</Info>

<Steps>
  <Step title="Add Custom Domain">
    Click **Add Custom Domain** in your program settings.
  </Step>

  <Step title="Enter Hostname">
    Enter the hostname you wish to use (e.g., `affiliates.yourcompany.com`).
  </Step>

  <Step title="Configure DNS Records">
    Add the required DNS records to your domain registrar as provided by Affelios.
  </Step>

  <Step title="Validate Configuration">
    After DNS propagation (which may take time), validate the records via the "Validate" button.
  </Step>

  <Step title="Complete Setup">
    Mark the domain-setup step as complete once validation is successful.
  </Step>
</Steps>

<Info>
  DNS propagation can take anywhere from a few minutes to 48 hours depending on your domain provider and geographic location.
</Info>

### Commission Plan Defaults & Brand Association

<Card title="Commission Planning" icon="percent">
  Set up default commission plans that will apply broadly across your program, with the ability to create more specific plans later.
</Card>

#### Creating Commission Plans

<Steps>
  <Step title="Navigate to Commission Plans">
    Go to **Commission Plans** in your dashboard to create and manage your commission structures.
  </Step>

  <Step title="Create Default Plans">
    During setup or in later configuration, create **default commission plans** that apply broadly across your program.
  </Step>

  <Step title="Set Brand-Specific Plans">
    When creating a **Brand**, you may designate a default commission plan that will apply to all products under that brand (unless overridden).
  </Step>

  <Step title="Configure Commission Types">
    Set up different commission structures:

    * **Revenue Share**: Commission as a percentage of sale value
    * **CPA (Cost Per Action)**: Fixed commission per conversion
    * **Hybrid**: Combination of revenue share and CPA models
    * **Tiered**: Different rates based on volume or performance (applies to all types)
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Commission Plan Types">
    **Revenue Share Plans:**

    * Commission as a percentage of sale value
    * Most common for e-commerce
    * Scales with product value
    * Easy to understand for affiliates

    **CPA (Cost Per Action) Plans:**

    * Fixed commission per conversion
    * Good for lead generation
    * Predictable costs for operators
    * Simple to calculate

    **Hybrid Plans:**

    * Combination of revenue share and CPA models
    * Flexible structure for different scenarios
    * Can optimize for both volume and value

    **Tiered Structure (All Types):**

    * Different rates based on volume or performance
    * Rewards high-performing affiliates
    * Encourages volume growth
    * Can be applied to Revenue Share, CPA, or Hybrid plans
  </Accordion>

  <Accordion title="Best Practices">
    * Start with simple Revenue Share plans
    * Test different rates with top affiliates
    * Consider your profit margins
    * Use CPA plans for predictable cost scenarios
    * Consider Hybrid plans for complex product lines
    * Implement tiered structures to reward performance
    * Review and adjust quarterly
    * Document your commission structure clearly
  </Accordion>
</AccordionGroup>

### Testimonials Management

<Card title="Testimonials & Reviews" icon="comment">
  Create and approve testimonials to showcase successful affiliate partnerships and build trust with potential affiliates.
</Card>

<Steps>
  <Step title="Create Testimonials">
    Navigate to the **Testimonials** section to create new testimonials from successful affiliate partnerships.
  </Step>

  <Step title="Gather Content">
    Collect testimonials that include:

    * Affiliate name and website
    * Success metrics (clicks, conversions, earnings)
    * Quotes about their experience
    * Performance highlights
  </Step>

  <Step title="Review & Approve">
    Review testimonials for accuracy and appropriateness before approving them for display. When approved, the testimonial will appear on your program's landing page.
  </Step>
</Steps>

<Tip>
  Testimonials are powerful social proof that can encourage new affiliates to join your program. Focus on highlighting specific results and success stories.
</Tip>

### Completing Setup

<Steps>
  <Step title="Review Configuration">
    Double-check all your program settings, payment methods, and tracking configuration.
  </Step>

  <Step title="Complete Setup">
    When all required steps are done, click **Complete Setup**.
  </Step>

  <Step title="Program Ready">
    Your program is now ready for brand integration and affiliate onboarding! Follow the steps below to configure your first brand and start building your affiliate program catalog.
  </Step>
</Steps>

***

## Brands, Products & Media

<Card title="Brand & Product Management" icon="tag">
  Once your program is configured, you'll need to create brands and products that affiliates can promote. This section covers setting up your catalog and tracking parameters.
</Card>

### Create & Configure a Brand

Navigate to the **Brands** section to create your first brand. When adding a brand, you'll need to provide:

<AccordionGroup>
  <Accordion title="Basic Information">
    * **Name**: Your brand's display name
    * **Industry**: The industry category your brand operates in
    * **External ID**: Your internal identifier for syncing with external systems
  </Accordion>

  <Accordion title="Landing Page & Tracking">
    * **Landing Page URL**: Include the tracking parameter (ClickKey placeholder)

    <CodeGroup>
      ```bash theme={null}
      https://yourdomain.com/?clickId=[ClickKey]
      https://yourdomain.com/?referral=[ClickKey]
      https://yourdomain.com/product?utm_source=affiliate&clickId=[ClickKey]
      ```
    </CodeGroup>

    The parameter name must match how you set up tracking in your system.
  </Accordion>

  <Accordion title="Integration Options">
    Choose your preferred integration method:

    * REST API
    * JavaScript SDK
    * Webhook integration
    * Custom integration
  </Accordion>
</AccordionGroup>

### ClickKey & Tracking Parameter

<Info>
  The **ClickKey** is a unique tracking value that enables attribution from click to conversion. For detailed technical implementation guidance, see our <Link href="/knowledge-base/operators/attribution">Attribution Implementation Guide</Link>.
</Info>

**How ClickKey Tracking Works:**

1. **Link Generation** - Affelios generates unique ClickKeys for affiliate tracking links
2. **Customer Click** - ClickKey is passed to your site via URL parameters
3. **Attribution Storage** - Your website captures and stores the ClickKey for future attribution
4. **Conversion Event** - ClickKey is sent back to Affelios with transaction details
5. **Commission Attribution** - Affelios uses the ClickKey to credit the correct affiliate

#### Example Landing Page URLs and ClickKey Parameter Names

<Card icon="link">
  <CodeGroup>
    ```bash clickId theme={null}
    https://example.com/product?clickId=abc123
    ```

    ```bash gclid theme={null}
    https://example.com/product?gclid=abc123
    ```

    ```bash btag theme={null}
    https://example.com/product?btag=abc123
    ```
  </CodeGroup>
</Card>

<Info>
  When creating a brand, you specify the parameter placeholder (e.g. `[ClickKey]`) in your landing URL. Affelios will replace this with the actual tracking ID during use, and this same value will be used to track the customer's journey and attribute commissions.
</Info>

### Commission Plans & Selection Logic

<Card title="Commission Plan Hierarchy" icon="layer-group">
  Affelios uses a sophisticated cascading system to determine which commission plan applies to each transaction, always choosing the most specific applicable plan.
</Card>

#### How Commission Plans Are Selected

<Info>
  The system evaluates commission plans in order of specificity, starting with the most detailed combination and falling back to more general plans if no specific match is found.
</Info>

<AccordionGroup>
  <Accordion title="Affiliate-Specific Plans (Highest Priority)">
    Affelios first looks for plans specific to the individual affiliate:

    1. **Affiliate + Brand + Product + Tracker** (Most specific)
    2. **Affiliate + Brand + Tracker**
    3. **Affiliate + Tracker**
    4. **Affiliate + Product**
    5. **Affiliate + Brand**
    6. **Affiliate only** (Least specific affiliate plan)
  </Accordion>

  <Accordion title="Default Plans (Fallback)">
    If no affiliate-specific plan matches, the system falls back to default plans:

    1. **Default Product Plan** (Brand + Product)
    2. **Default Brand Plan**
    3. **Fully Default Plan** (System-wide default)
  </Accordion>
</AccordionGroup>

<Tip>
  You can create commission rules at multiple scopes. The system always prefers the more specific plan over generic ones, giving you flexibility to create custom rates for specific affiliates or campaigns while maintaining sensible defaults.
</Tip>

### Uploading Media for Affiliates

<Card title="Marketing Assets" icon="image">
  Providing high-quality marketing assets helps affiliates promote your brand more effectively and maintains brand consistency across all promotional materials.
</Card>

<Steps>
  <Step title="Navigate to Media Section">
    Go to **Media → Upload Media** in your dashboard.
  </Step>

  <Step title="Upload Assets">
    Upload your marketing materials:

    * Images and banners
    * HTML5 ZIP packages following IAB guidelines
    * Logo variations
    * Product photos
  </Step>

  <Step title="Configure Landing Pages (Optional)">
    Assign custom landing pages per media asset so you can change redirect URLs without requiring affiliates to update their links.
  </Step>

  <Step title="Publish to Affiliate Portal">
    Affiliates will see these assets in their portal and can use them in their campaigns.
  </Step>
</Steps>

<Tip>
  Following [IAB (Interactive Advertising Bureau)](https://www.iab.com/) guidelines ensures your creative assets meet industry standards and work well across different advertising platforms.
</Tip>

### Create & Configure Products

<Card title="Product Setup" icon="box-taped">
  Create products that affiliates can promote. Each product should be associated with a brand and can have its own commission rates and tracking settings.
</Card>

<Warning>
  Product configuration details may vary based on your specific setup. The following represents the typical product creation flow.
</Warning>

When creating a product, you'll typically need to provide:

<AccordionGroup>
  <Accordion title="Basic Product Information">
    * **Product Name**: Display name for the product
    * **External ID**: Your internal identifier for syncing
    * **Description**: Product description for affiliates
    * **Category**: Product category or type
  </Accordion>

  <Accordion title="Pricing & Commission">
    * **Price**: Product price for commission calculations
    * **Commission Rate**: Default commission percentage or amount
    * **Brand Association**: Link to the appropriate brand
  </Accordion>

  <Accordion title="Tracking & Links">
    * **Product URL**: Direct link to the product page
    * **Tracking Parameters**: ClickKey configuration
    * **Custom Landing Page**: Optional custom redirect URL
  </Accordion>
</AccordionGroup>

***

## Integrations

<Card title="Platform Integrations" icon="plug">
  Connect Affelios with your existing systems and platforms to streamline your affiliate program management and data flow.
</Card>

### What Are Integrations?

<Info>
  Integrations allow you to connect Affelios with your existing business systems (like your website, e-commerce platform, or CRM) to automatically sync data and track affiliate performance without manual intervention.
</Info>

#### How Integrations Work in Affelios

<AccordionGroup>
  <Accordion title="Data Synchronization">
    **Automatic Data Flow:**

    * Product information syncs from your system to Affelios
    * Conversion data flows back from your system to Affelios
    * Real-time updates ensure accurate tracking and reporting
  </Accordion>

  <Accordion title="Tracking Implementation">
    **Seamless Attribution:**

    * ClickKey values are automatically captured from affiliate links
    * Conversion events are tracked and attributed to the correct affiliate
    * Commission calculations happen automatically based on your configured plans
  </Accordion>

  <Accordion title="Platform Support">
    **Multiple Integration Options:**

    * **E-commerce platforms** (like Shopify) for product and order management
    * **Custom websites** via JavaScript SDK for flexible implementation
    * **Marketing tools** (like Playbook) for automated workflows
    * **Custom solutions** using REST API for unique requirements
  </Accordion>
</AccordionGroup>

### Getting Started with Integrations

<Card title="Integration Implementation" icon="code">
  To integrate your brand with your system, you'll need to choose the appropriate integration method and follow the setup process for your specific platform.
</Card>

<Info>
  **Need detailed integration guidance?** Visit our comprehensive [Integration Documentation](/integrations/api/overview) for platform-specific setup guides, code examples, and step-by-step implementation instructions.
</Info>

<Tip>
  Start with the integration that best matches your current tech stack. First-class supported integrations can typically be set up in under 30 minutes, while custom integrations may take longer depending on your specific requirements. You can always add more integrations later as your program grows.
</Tip>

***

## User Permissions & Roles

<Card title="Team Management" icon="users">
  Manage your team by inviting users and assigning appropriate roles and permissions to help manage your affiliate program.
</Card>

<Warning>
  User permission configurations may vary based on your specific setup. The following represents typical role management functionality.
</Warning>

<AccordionGroup>
  <Accordion title="Inviting Team Members">
    As an operator, you can **invite users** (e.g. team members) to help manage the program:

    * Send invitations via email
    * Set initial role assignments
    * Manage pending invitations
  </Accordion>

  <Accordion title="Role Management">
    Assign granular roles and permissions:

    * **Read-only**: View-only access to reports and data
    * **Media Manager**: Upload and manage marketing assets
    * **Payout Manager**: Process affiliate payments
    * **Affiliate Manager**: Approve and manage affiliates
    * **Full Admin**: Complete program access
  </Accordion>

  <Accordion title="Security Best Practices">
    * Ensure each user only has access to functions they require
    * Regularly review and update user permissions
    * Remove access for team members who no longer need it
  </Accordion>
</AccordionGroup>

***

## Data, Reporting & API

<Card title="Data & Analytics" icon="chart-simple">
  Access comprehensive reporting of your affiliate program data for analysis and automation.
</Card>

### Exporting & Reporting

<Card title="Reporting Dashboard" icon="gauge">
  Access detailed analytics and reporting through the Affelios dashboard to gain insights into your affiliate program performance.
</Card>

#### Available Reports

<AccordionGroup>
  <Accordion title="Performance Analytics">
    **Click Analytics:**

    * Track link performance and user engagement
    * Monitor click-through rates by traffic source
    * Analyze geographic distribution of clicks
    * Track device and browser statistics

    **Conversion Data:**

    * Monitor sales and conversion rates
    * Track conversion funnels
    * Analyze time-to-conversion metrics
    * Monitor seasonal trends
  </Accordion>

  <Accordion title="Affiliate Management">
    **Affiliate Performance:**

    * Individual and aggregate affiliate statistics
    * Top performer identification
    * Performance trends and growth metrics
    * Affiliate ranking and leaderboards

    **Commission Reports:**

    * Detailed payout and earnings data
    * Commission calculations and breakdowns
    * Payout history and schedules
    * Tax reporting information
  </Accordion>

  <Accordion title="Custom Reports">
    **Tailored Analytics:**

    * Create custom date ranges
    * Filter by specific affiliates or products
    * Export data in CSV format
    * Schedule automated report delivery
    * Create dashboard widgets for key metrics
  </Accordion>
</AccordionGroup>

#### Export Options

<Steps>
  <Step title="Access Reports">
    Navigate to the **Reports** section in your dashboard.
  </Step>

  <Step title="Select Data Range">
    Choose your desired date range and filters for the report.
  </Step>

  <Step title="View & Export">
    View your data and optionally export it in CSV format for use in other software.
  </Step>
</Steps>

***

## Billing, Subscription & Cancellation

<Card title="Billing Management" icon="credit-card">
  Monitor your usage, manage your subscription, and handle billing-related tasks.
</Card>

### Understanding Billing Cycles & Unit Usage

<Card title="Usage Monitoring" icon="activity">
  Keep track of your usage to stay within your plan limits and optimize costs. Understanding billing cycles and unit usage is crucial for effective program management.
</Card>

#### Unit Usage Tracking

<Info>
  Monitor your usage across different metrics to ensure you stay within plan limits and understand your program's growth patterns.
</Info>

<AccordionGroup>
  <Accordion title="Core Usage Metrics">
    **Primary Usage Units:**

    * **Clicks**: Number of affiliate link clicks processed
    * **Transactions**: Number of conversions tracked and attributed
    * **API Calls**: Programmatic access and integration usage
    * **Storage**: Media assets and data storage consumption

    **Additional Metrics:**

    * **Affiliates**: Number of active affiliate accounts
    * **Products**: Products in your catalog
    * **Reports**: Generated and exported reports
    * **Custom Domains**: Branded domain usage
  </Accordion>

  <Accordion title="Usage Monitoring Dashboard">
    **Real-time Tracking:**

    * Current usage vs. plan limits
    * Daily, weekly, and monthly usage trends
    * Projected usage for current billing cycle
    * Cost projections and overage alerts
    * Usage breakdown by metric type
  </Accordion>

  <Accordion title="Billing Cycle Management">
    **Cycle Information:**

    * Current billing period start/end dates
    * Next billing date and amount
    * Usage reset schedule
    * Payment method and history
    * Invoice access and download
  </Accordion>
</AccordionGroup>

#### Usage Optimization

<Steps>
  <Step title="Monitor Daily Usage">
    Check your usage dashboard regularly to track consumption patterns.
  </Step>

  <Step title="Analyze Trends">
    Review usage patterns to predict future needs and optimize costs.
  </Step>

  <Step title="Plan Upgrades">
    Upgrade your plan proactively if you're consistently approaching limits.
  </Step>
</Steps>

<Warning>
  Exceeding your plan limits may result in additional charges. Monitor your usage regularly to avoid unexpected costs.
</Warning>

#### Cost Optimization Tips

<AccordionGroup>
  <Accordion title="Efficient Usage">
    * Optimize tracking implementation to reduce API calls
    * Clean up unused media assets to reduce storage costs
    * Use batch operations for bulk data processing
    * Implement caching to reduce redundant API requests
  </Accordion>

  <Accordion title="Plan Optimization">
    * Analyze usage patterns to choose the right plan
    * Consider annual billing for potential discounts
    * Evaluate if you need all features in your current plan
    * Plan for seasonal usage spikes
  </Accordion>

  <Accordion title="Monitoring Best Practices">
    * Review billing statements monthly
    * Track usage trends over time
    * Plan for growth and scaling needs
  </Accordion>
</AccordionGroup>

### Canceling a Subscription

<Warning>
  Before canceling your subscription, ensure you've exported any important data and notified your affiliates of the change.
</Warning>

<Steps>
  <Step title="Navigate to Billing">
    Go to the subscription / billing area in your dashboard.
  </Step>

  <Step title="Cancel Subscription">
    Choose **Cancel Subscription** and follow the prompts.
  </Step>

  <Step title="Contact Support (If Needed)">
    If you need help with account termination or have questions, contact support.
  </Step>

  <Step title="Review Charges">
    Be aware of any prorated or outstanding charges that may apply.
  </Step>
</Steps>

***

## Best Practices & Tips

<Card title="Optimization Tips" icon="lightbulb">
  Follow these best practices to ensure your affiliate program runs smoothly and efficiently.
</Card>

<AccordionGroup>
  <Accordion title="Start Simple">
    **Begin with basics, then expand:**

    * Initially configure minimal defaults
    * Layer in more granular commission rules as you grow
    * Don't overcomplicate your initial setup
  </Accordion>

  <Accordion title="Naming Conventions">
    **Use consistent naming:**

    * Brands, trackers, and media should map to your internal systems
    * Use descriptive names that make sense to your team
    * Avoid generic names like "Campaign 1" or "Test Brand"
  </Accordion>

  <Accordion title="Tracking Verification">
    **Always verify your tracking:**

    * Test links and confirm click attribution works
    * Verify commission calculations are correct
    * Check that conversions are being recorded properly
  </Accordion>

  <Accordion title="Asset Management">
    **Maintain organized assets:**

    * Keep version control of media assets
    * Update campaign templates regularly
    * Maintain consistent affiliate messaging
  </Accordion>

  <Accordion title="Regular Audits">
    **Periodically review your setup:**

    * Audit commission plan overlaps
    * Check for unintended fallbacks
    * Review affiliate performance and adjust plans
  </Accordion>
</AccordionGroup>

***

<Card title="Next Steps" icon="arrow-right">
  <Info>
    For additional information about specific features like product configuration or user permissions, refer to the dedicated articles in the knowledge base or contact support for assistance.
  </Info>

  **What's Next?**

  * 🔧 **Technical setup:** <Link href="/knowledge-base/operators/attribution">Attribution Implementation</Link> - Technical tracking setup for your website
  * 👥 **Affiliate onboarding:** <Link href="/knowledge-base/affiliates/onboarding">Affiliate Onboarding Guide</Link> - Guide for your new affiliates
  * 💰 **Commission management:** <Link href="/knowledge-base/operators/create-manage-commission-plans">Commission Plans</Link> - Detailed commission configuration and management
  * 📊 **Analytics & reporting:** <Link href="/knowledge-base/reporting/reporting">Reporting & Analytics</Link> - Advanced reporting features and insights
  * 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect your e-commerce platform
  * 👩‍💻 **API access:** <Link href="/developers/overview">Developer Overview</Link> - Programmatic access and integration guides
</Card>


# Benefits
Source: https://docs.affelios.com/knowledge-base/overview/benefits

Why choose Affelios? Explore the key advantages for both operators and affiliates.

Affelios is designed to make affiliate marketing easier, fairer, and more scalable.\
Here are the main benefits you’ll experience as either a **program operator** or an **affiliate**.

***

## Benefits for Operators (Brands)

* **Custom branding**\
  Run your affiliate program on your own domain with your logo, colors, and email addresses.\
  Your affiliates interact with your brand—not a third-party platform.

* **Multi-brand ready**\
  Manage multiple brands and products from a single Affelios instance.\
  Scale without needing separate systems.

* **Flexible commission structures**\
  Define plans like CPA, revenue share, or hybrids.\
  Assign different plans to specific affiliates and products when needed.

* **Tracking & reporting**\
  Attribute clicks and conversions in real time.\
  Monitor campaign performance with dashboards built for transparency.

* **Built-in compliance**\
  Automatic VAT calculation and invoice generation ensure payouts are tax-compliant.\
  Spend less time on admin, more time growing your program.

* **Affiliate-friendly policies**\
  Options like **Clean Slate** (no-negative carryover) make your program attractive to partners.

***

## Benefits for Affiliates

* **One login across programs**\
  Use a single **Affelios Identity** to join multiple programs.\
  No more juggling accounts.

* **Easy onboarding**\
  Add your company and traffic sources once, then re-use across every program you join.

* **Simple link generation**\
  Create tracking links in seconds, with clear clickKey parameters for reliable attribution.

* **Transparent reporting**\
  See exactly how your traffic performs and how much you’ve earned.\
  No hidden numbers.

* **Flexible payouts**\
  Add multiple payout methods (bank transfer, PayPal, crypto) and choose your default.\
  Get paid on time, every time.

***

## Why Affelios?

* **Launch fast** — from no-code integrations to full API, Affelios fits your stack.
* **Scale confidently** — multi-brand architecture and robust tracking grow with you.
* **Keep it fair** — affiliate-friendly features like Clean Slate build trust and loyalty.
* **Reduce admin** — compliance and invoicing handled automatically.

***

## What’s Next

* 📚 [Key Concepts](/knowledge-base/key-concepts) — Learn the foundational terms and features.
* ⚡ [Quickstart](/quickstart) — Get started in minutes.
* 🧩 [Integrations](/integrations) — See how to connect Affelios with your tools.
* 👩‍💻 [API Reference](/developers/reference) — Explore endpoints and code examples.


# Key Concepts
Source: https://docs.affelios.com/knowledge-base/overview/key-concepts

Definitions of the main terms and components used across Affelios — what they mean and how they relate.

Understanding the core terms and components you’ll encounter while using Affelios will help you navigate setup, reporting, and operations more confidently.

***

## Core Terminology

| Term                  | Definition                                                                                                                                                                    |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Affelios Identity** | A unified login used by both **affiliates** and **program operators**. One identity can belong to multiple programs.                                                          |
| **Program**           | A branded space managed by a business (operator). Inside a program you configure **commission plans**, **trackers**, **branding**, **traffic sources**, and **payout rules**. |
| **Affiliate**         | A partner who joins programs, drives traffic or conversions, and earns commissions. Affiliates use tracking links, creatives, and reporting tools.                            |
| **Operator (Brand)**  | The business or organization that creates and manages an affiliate program: defines rules, approves affiliates, issues payments, etc.                                         |

***

## Features & Settings

| Concept                     | Purpose / Use                                                                                                                                             |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Commission Plan**         | Defines how affiliates are rewarded. Can be *CPA*, *revenue share*, or a customized hybrid. You can assign different plans for different affiliates.      |
| **Tracking Link / Tracker** | A URL that allows Affelios to attribute clicks, conversions, and traffic to affiliates. Includes parameters like clickKeys (e.g. `clickId`, `btag`).      |
| **Traffic Source**          | The origin of traffic: websites, social media profiles, promotional content, etc. Programs may require verification of traffic sources (DNS or meta-tag). |
| **ClickKey**                | The query parameter that carries a click-identifier in affiliate tracking links. Configurable per program to match affiliate / traffic source needs.      |

***

## Financial & Compliance Concepts

| Term                                    | Description                                                                                                                                           |
| --------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Payout Method**                       | How affiliates receive their earnings. May include bank transfer, PayPal, cryptocurrency, etc. Affiliates can add multiple methods and set a default. |
| **Invoice & VAT / Tax**                 | Affelios handles automatic invoice generation and VAT calculation to ensure compliance across regions.                                                |
| **Clean Slate / No-Negative Carryover** | A policy setting in programs that resets affiliate balances at the end of each period so negative balances don’t carry forward.                       |

***

## Relationships & Flows

Here’s how the pieces fit together in practice:

1. An **operator** creates a **program**, configures its branding, commission plans, traffic sources, etc.
2. An **affiliate** uses their **Affelios Identity** to join the program.
3. The affiliate sets up **trackers** and promotes via verified **traffic sources**.
4. When conversions happen, they are tracked via the tracker, attributed to the affiliate.
5. Earnings accumulate; at payout time the affiliate is paid via their chosen **payout method**. An invoice is generated, VAT/tax handled.
6. If “Clean Slate / No-Negative Carryover” is enabled, balances reset (negatives cleared) each period.

***

## Getting Started Tips

* When you first set up a program, decide up front on a **clickKey** that works for all your affiliates.
* Require traffic source verification if you want to maintain data quality and reduce fraud.
* Set up at least two payout methods for affiliates in case one fails or isn't supported.
* Think about whether “Clean Slate” policy suits your business model (some programs prefer to let negative balances carry over).

***

## What's Next

* 🌟 **Platform benefits:** <Link href="/knowledge-base/overview/benefits">Benefits</Link> - See the advantages of running your program on Affelios
* ⚡ **Get started:** <Link href="/knowledge-base/getting-started/quickstart">Quickstart Guide</Link> - Choose your onboarding path and get up and running fast
* ⚙️ **For operators:** <Link href="/knowledge-base/operators/setup-guide">Setup Guide</Link> - Complete program configuration and management
* 👥 **For affiliates:** <Link href="/knowledge-base/affiliates/onboarding">Affiliate Onboarding Guide</Link> - Join programs and start earning
* 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect your e-commerce platform
* 👩‍💻 **Developer resources:** <Link href="/developers/overview">Developer Overview</Link> - API documentation and integration guides


# What is Affelios?
Source: https://docs.affelios.com/knowledge-base/overview/what-is-affelios

A high-level overview of the Affelios platform, who it’s for, and the core concepts you’ll use day to day.

Affelios is a modern **affiliate marketing platform** that lets companies launch, manage, and scale affiliate programs under their own brand. It serves both sides of the ecosystem:

* **Program operators** — configure your program, brands, commission plans, tracking, and payouts.
* **Affiliates** — join programs with a single identity, create trackers to segment traffic, get tracking links, view performance, and get paid with your preferred payout method.

<Callout>
  If you’re new, jump to the <Link href="/knowledge-base/getting-started/quickstart">Quickstart</Link>.
</Callout>

***

## Key capabilities

* **Custom branded, custom domain**\
  Run your program on your own domain with your logo, colors, and email identities.

* **Multi-brand ready**\
  Operate multiple brands/products from a single Affelios instance.

* **Flexible integrations**\
  Choose no-code storefront integrations, a JavaScript snippet, or a full REST API depending on your stack.

* **Transparent tracking & reporting**\
  Create trackers to segment traffic sources, get tracking links, attribute conversions, and monitor performance in real time.

* **Affiliate-friendly policies**\
  Features like **Clean Slate** (no-negative carryover) let affiliates start fresh each payout period.

* **Compliance by default**\
  Automatic invoice generation and VAT calculation streamline cross-border payouts.

***

## Who uses Affelios?

Affelios is used across:

* **E-commerce** – empower creators and partners to drive sales.
* **iGaming & Casinos** – handle complex, multi-brand programs reliably.
* **SaaS / Subscriptions** – reward new signups and recurring revenue.
* **Financial Services & Exchanges** – run compliant, scalable referral programs.

***

## Why Affelios?

* **Launch fast** — from no-code to API, integrate the way your team prefers.
* **Scale confidently** — multi-brand architecture and robust tracking grow with you.
* **Keep it fair** — operator controls with affiliate-friendly policies.
* **Reduce admin** — built-in invoicing and tax calculation.

***

## What to read next

* 👉 **Get started quickly:** <Link href="/knowledge-base/getting-started/quickstart">Quickstart Guide</Link> - Choose your onboarding path as an operator or affiliate
* 📚 **Key concepts:** <Link href="/knowledge-base/overview/key-concepts">Key Concepts</Link> - Learn the essential terms and components you'll use daily
* ⚙️ **For operators:** <Link href="/knowledge-base/getting-started/for-operators">Getting Started for Operators</Link> - Launch and manage your affiliate program
* 👥 **For affiliates:** <Link href="/knowledge-base/getting-started/for-affiliates">Getting Started for Affiliates</Link> - Join programs and start earning commissions
* 🔗 **How tracking works:** <Link href="/knowledge-base/affiliates/tracking-links">How Tracking Links Work</Link> - Understand the complete tracking process
* 🧩 **Platform integrations:** <Link href="/integrations/no-code/shopify">Shopify Integration</Link> - Connect your e-commerce platform


# Exporting
Source: https://docs.affelios.com/knowledge-base/reporting/exporting

Complete guide to exporting data from Affelios, including reports, analytics, and backup procedures for operators and affiliates

<Info>
  This guide covers all data exporting capabilities in the Affelios platform, including report exports, data backup procedures, and integration options for external systems and analytics tools.
</Info>

## Data Export Overview

<Card title="Export Capabilities" icon="download">
  Affelios provides comprehensive data export functionality to help you backup important information, integrate with external systems, and maintain data accessibility for analysis and compliance purposes.
</Card>

### Export Types

<AccordionGroup>
  <Accordion title="Report Exports">
    **Analytics and Performance Data:**

    * Performance reports and analytics
    * Commission and revenue data
    * Click and conversion tracking
    * Affiliate performance metrics

    **Export Formats:**

    * CSV files for spreadsheet analysis
  </Accordion>

  <Accordion title="Operational Data">
    **Program Management Data:**

    * Affiliate account information
    * Commission plan configurations
    * Brand and product data
    * User and permission settings

    **Backup Purposes:**

    * Data preservation and archival
    * Migration to other platforms
    * Compliance and audit requirements
    * Disaster recovery planning
  </Accordion>

  <Accordion title="Financial Data">
    **Financial Records:**

    * Commission payment history
    * Revenue and transaction data
    * Invoice and billing information
    * Financial reconciliation data

    **Accounting Integration:**

    * Export for accounting systems
    * Tax reporting and compliance
    * Financial analysis and reporting
    * Audit trail maintenance
  </Accordion>
</AccordionGroup>

***

## Export Methods

<Card title="Available Export Options" icon="gear">
  Choose from multiple export methods based on your data needs, frequency requirements, and integration preferences.
</Card>

### Manual Exports

<AccordionGroup>
  <Accordion title="Dashboard Exports">
    **On-Demand Exports:**

    * Export any report or dashboard view
    * Select specific date ranges and filters
    * Choose CSV export format
    * Download immediately to your device

    **Export Process:**

    1. Navigate to the report or dashboard
    2. Apply desired filters and date ranges
    3. Click the export button
    4. Select CSV format and download
    5. Save file to desired location
  </Accordion>
</AccordionGroup>

***

## Export Formats and Filtering

<Card title="CSV Export with Filtering" icon="file-export">
  Export data in CSV format with filtering options to meet your specific data needs and requirements.
</Card>

### Supported Formats

<AccordionGroup>
  <Accordion title="CSV Format">
    **Comma-Separated Values:**

    * Universal compatibility with spreadsheets
    * Lightweight and fast processing
    * Easy data manipulation and analysis
    * Standard format for data import/export

    **Best For:**

    * Data analysis in Excel or Google Sheets
    * Database imports and migrations
    * Custom reporting and analysis
    * Large dataset handling
  </Accordion>
</AccordionGroup>

### Filtering Options

<AccordionGroup>
  <Accordion title="Data Selection">
    **Filtering Options:**

    * Date range specifications
    * Affiliate or brand filtering
    * Geographic or demographic filters
    * Performance threshold filters
  </Accordion>
</AccordionGroup>

***

## Data Backup Procedures

<Card title="Comprehensive Backup Strategy" icon="shield-check">
  Implement effective data backup procedures to ensure data preservation, compliance, and business continuity.
</Card>

### Backup Planning

<AccordionGroup>
  <Accordion title="Backup Frequency">
    **Manual Backup Schedule:**

    * Daily exports for critical data
    * Weekly comprehensive backups
    * Monthly full data archives
    * Quarterly compliance backups

    **Backup Management:**

    * Manual export processes
    * Cloud storage integration
    * Backup verification processes
    * Retention policy management
  </Accordion>

  <Accordion title="Data Categories">
    **Critical Data Types:**

    * Affiliate account information
    * Commission and payment records
    * Performance and analytics data
    * Program configuration settings

    **Compliance Data:**

    * Financial transaction records
    * Audit trail information
    * Regulatory compliance data
    * Legal documentation
  </Accordion>

  <Accordion title="Storage Solutions">
    **Storage Options:**

    * Local file storage
    * Cloud storage services
    * External hard drives
    * Network-attached storage

    **Security Considerations:**

    * Encrypted storage solutions
    * Access control and permissions
    * Backup verification and testing
    * Disaster recovery planning
  </Accordion>
</AccordionGroup>

### Backup Best Practices

<Steps>
  <Step title="Identify Critical Data">
    Determine which data is essential for business operations and compliance requirements.
  </Step>

  <Step title="Establish Backup Schedule">
    Create a regular backup schedule based on data criticality and change frequency.
  </Step>

  <Step title="Establish Manual Processes">
    Set up manual backup processes to ensure consistency and reliability.
  </Step>

  <Step title="Test Backup Procedures">
    Regularly test backup and restore procedures to ensure data integrity.
  </Step>

  <Step title="Monitor Backup Status">
    Track backup completion and verify data integrity manually.
  </Step>
</Steps>

***

***

## Compliance and Security

<Card title="Data Protection and Compliance" icon="shield-halved">
  Ensure your data exports comply with regulations and maintain security standards for sensitive information.
</Card>

### Compliance Requirements

<AccordionGroup>
  <Accordion title="Data Privacy Regulations">
    **GDPR Compliance:**

    * Data subject rights and requests
    * Data portability requirements
    * Privacy impact assessments
    * Consent management and tracking
  </Accordion>

  <Accordion title="Industry Standards">
    **Data Security Standards:**

    * ISO 27001 compliance
    * Data encryption standards
    * Access control and authentication

    **Audit Requirements:**

    * Regular security audits
    * Compliance assessments
    * Documentation and reporting
    * Continuous monitoring
  </Accordion>
</AccordionGroup>

### Security Best Practices

<AccordionGroup>
  <Accordion title="Data Encryption">
    **Encryption Standards:**

    * Data encryption in transit
    * Data encryption at rest
    * Strong encryption algorithms
    * Key management and rotation

    **Secure Transmission:**

    * HTTPS and TLS protocols
    * Secure file transfer methods
    * Encrypted email delivery
    * Secure cloud storage
  </Accordion>

  <Accordion title="Access Control">
    **Authentication and Authorization:**

    * Multi-factor authentication
    * Role-based access control
    * Principle of least privilege
    * Regular access reviews

    **Data Handling:**

    * Secure data processing
    * Data minimization principles
    * Secure data disposal
    * Incident response procedures
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Export Issues

<Card title="Common Export Problems" icon="triangle-exclamation">
  Address frequently encountered issues with data exports to ensure reliable data access and backup procedures.
</Card>

### Technical Issues

<AccordionGroup>
  <Accordion title="Export Failures">
    **Symptoms:**

    * Export process fails to complete
    * Incomplete or corrupted files
    * Timeout errors during export
    * Missing data in exported files

    **Solutions:**

    * Check internet connection stability
    * Reduce export size or date range
    * Contact support for large exports
  </Accordion>

  <Accordion title="Format Issues">
    **Symptoms:**

    * Data formatting appears incorrect
    * Special characters not displaying properly
    * Date/time formats are wrong

    **Troubleshooting:**

    * Check character encoding settings
    * Review date/time format preferences
    * Verify CSV import settings in your application
  </Accordion>

  <Accordion title="Performance Issues">
    **Symptoms:**

    * Slow export processing
    * System performance degradation
    * Memory or resource errors
    * Export timeouts

    **Resolution:**

    * Optimize export parameters
    * Schedule exports during off-peak hours
    * Use API for large data exports
    * Contact support for optimization
  </Accordion>
</AccordionGroup>

### Data Quality Issues

<AccordionGroup>
  <Accordion title="Missing Data">
    **Symptoms:**

    * Expected data not included in exports
    * Incomplete historical records
    * Missing affiliate or transaction data
    * Gaps in time series data

    **Investigation:**

    * Verify data collection settings
    * Check date range and filter settings
    * Review data retention policies
    * Contact support for data issues
  </Accordion>

  <Accordion title="Data Accuracy">
    **Symptoms:**

    * Exported data doesn't match dashboard
    * Calculation discrepancies
    * Inconsistent metrics across exports
    * Data validation failures

    **Resolution:**

    * Verify export parameters and filters
    * Check calculation methodologies
    * Compare with source data
    * Contact support for validation
  </Accordion>
</AccordionGroup>

### Getting Support

<Info>
  Need assistance with data exports or experiencing technical issues? Our support team can help with:

  * Export configuration and optimization
  * Data format and compatibility issues
  * Large dataset export assistance
  * Integration and migration support

  Contact support through your Affelios dashboard or reach out to your account manager for personalized export assistance.
</Info>

***

## Next Steps

<Card title="Advanced Data Management" icon="arrow-right">
  <Info>
    Now that you understand data exporting capabilities, explore advanced features to maximize your data management and analysis capabilities.
  </Info>

  **Advanced Features:**

  * Custom data transformation and formatting
  * Manual backup and disaster recovery

  **Additional Resources:**

  * [Reporting](/knowledge-base/reporting/reporting) - Analytics and performance insights
  * [Setup Guide](/knowledge-base/operators/setup-guide) - Configure data export settings
  * [Understanding Billing](/knowledge-base/getting-started/understanding-billing) - Financial data management
</Card>

<Tip>
  Start with regular manual exports to understand your data needs, then establish consistent manual export schedules for critical data. Always test export procedures and verify data integrity before relying on manual processes.
</Tip>


# Reporting
Source: https://docs.affelios.com/knowledge-base/reporting/reporting

How to view and export your data for reporting in Affelios

<Info>
  In today's fast-paced business environment, data is vital for making informed decisions, planning strategically, and optimizing operations. Sometimes, you may need to access Affelios data outside of the platform itself - to conduct analysis or comply with regulations, for example. This guide outlines the straightforward process for viewing and exporting your data from the Affelios dashboard.
</Info>

## Reporting Overview

<Card title="Affelios Reporting System" icon="chart-bar">
  The Affelios reporting system provides simple and accessible analytics to help you track performance and make data-driven decisions for your affiliate marketing efforts.
</Card>

### Key Reporting Features

<AccordionGroup>
  <Accordion title="Dashboard Reports">
    **Available Reports:**

    * Performance reports with click and conversion data
    * Commission and revenue tracking
    * Affiliate performance metrics
    * Program overview statistics

    **Easy Access:**

    * Reports available in the left-hand navigation menu
    * Simple dashboard interface
    * Clear data presentation
    * Quick insights and overview
  </Accordion>
</AccordionGroup>

***

## Navigating Your Reports

<Card title="Accessing Reports" icon="compass">
  Your program dashboard will have various reports you can run, these can be found under the reports section in the left-hand navigation menu.
</Card>

### Available Reports

<AccordionGroup>
  <Accordion title="Performance Reports">
    **Click and Conversion Data:**

    * Total clicks and conversions
    * Click-through rates
    * Conversion rates
    * Performance over time

    **Traffic Analysis:**

    * Traffic source performance
    * Geographic distribution
    * Device and browser data
    * User behavior insights
  </Accordion>

  <Accordion title="Financial Reports">
    **Commission Tracking:**

    * Commission calculations
    * Payment history
    * Revenue generated
    * Financial performance metrics

    **Earnings Analysis:**

    * Affiliate earnings
    * Commission rates
    * Payment status
    * Financial summaries
  </Accordion>

  <Accordion title="Affiliate Reports">
    **Affiliate Performance:**

    * Individual affiliate metrics
    * Top-performing affiliates
    * Affiliate activity levels
    * Performance comparisons

    **Program Management:**

    * Active affiliate count
    * New affiliate signups
    * Affiliate engagement
    * Program growth metrics
  </Accordion>
</AccordionGroup>

### Report Access

<Steps>
  <Step title="Navigate to Reports">
    Look for the reports section in the left-hand navigation menu of your program dashboard.
  </Step>

  <Step title="Select Report Type">
    Choose from the available report types based on what data you need to analyze.
  </Step>

  <Step title="Configure Filters">
    Set up filters to generate a report that meets your specific requirements.
  </Step>

  <Step title="View or Export">
    You can view the data directly in the dashboard or export it for external analysis.
  </Step>
</Steps>

***

## Exporting Data

<Card title="Simple Data Export" icon="download">
  Configure the filters to generate a report to your requirements. You can view this data directly in the program dashboard or hit the "Export Data" button to download the data.
</Card>

### Export Process

<Steps>
  <Step title="Generate Report">
    Configure the filters to generate a report that meets your specific requirements.
  </Step>

  <Step title="Review Data">
    View the data directly in the program dashboard to ensure it contains what you need.
  </Step>

  <Step title="Export Data">
    Click the "Export Data" button to download the report in CSV format.
  </Step>

  <Step title="Download Complete">
    A download should've automatically started. The file will be saved to your default download location.
  </Step>
</Steps>

<Info>
  That's it! The export process is designed to be simple and straightforward. You can export any report which is in CSV format for use in spreadsheet applications or external analysis tools.
</Info>

***

## Key Performance Metrics

<Card title="Essential Metrics" icon="chart-line">
  Understand the key performance indicators that drive affiliate marketing success and how to interpret them effectively.
</Card>

### Understanding Your Data

<AccordionGroup>
  <Accordion title="Traffic Metrics">
    **Click Performance:**

    * **Total Clicks:** Overall click volume across all campaigns
    * **Click-Through Rate (CTR):** Percentage of impressions that result in clicks
    * **Unique Clicks:** Distinct user clicks (deduplicated)

    **Traffic Quality:**

    * **Session Duration:** Average time spent on destination pages
    * **Pages per Session:** Average pages viewed per visit
    * **Return Visitor Rate:** Percentage of repeat visitors
  </Accordion>

  <Accordion title="Conversion Metrics">
    **Conversion Performance:**

    * **Total Conversions:** Complete actions (sales, signups, etc.)
    * **Conversion Rate:** Percentage of clicks that result in conversions
    * **Revenue per Click:** Average revenue generated per click

    **Conversion Quality:**

    * **Conversion Value:** Total monetary value of conversions
    * **Average Order Value:** Mean transaction value
    * **Conversion Attribution:** Source and timing of conversions
  </Accordion>

  <Accordion title="Financial Metrics">
    **Revenue Tracking:**

    * **Gross Revenue:** Total revenue generated
    * **Net Revenue:** Revenue after refunds and chargebacks
    * **Commission Earned:** Total commissions generated
    * **Commission Rate:** Percentage of revenue paid as commissions

    **Financial Health:**

    * **Profit Margin:** Revenue minus costs and commissions
    * **Cost per Acquisition:** Cost to acquire each customer
    * **Return on Investment:** Profit relative to investment
  </Accordion>
</AccordionGroup>

### Using Your Reports

<AccordionGroup>
  <Accordion title="Performance Analysis">
    **Understanding Trends:**

    * Look for patterns in your click and conversion data
    * Identify peak performance periods
    * Compare performance across different time periods
    * Track growth and improvement over time

    **Key Insights:**

    * Which affiliates are performing best
    * What products or campaigns drive the most conversions
    * When your program sees the most activity
    * How your conversion rates are trending
  </Accordion>

  <Accordion title="Financial Tracking">
    **Revenue Analysis:**

    * Track total revenue generated
    * Monitor commission payments
    * Analyze profit margins
    * Identify top-earning affiliates

    **Financial Health:**

    * Compare revenue to commission costs
    * Track return on investment
    * Monitor payment status
    * Plan for future growth
  </Accordion>

  <Accordion title="Program Optimization">
    **Improvement Opportunities:**

    * Identify underperforming areas
    * Focus on high-converting traffic sources
    * Optimize commission structures
    * Develop strategies for top performers

    **Growth Planning:**

    * Use data to set realistic goals
    * Plan budget allocation
    * Identify expansion opportunities
    * Track progress toward objectives
  </Accordion>
</AccordionGroup>

***

## Report Filters and Customization

<Card title="Customizing Your Reports" icon="sliders">
  Configure filters to generate reports that meet your specific requirements and analysis needs.
</Card>

### Available Filters

<AccordionGroup>
  <Accordion title="Date Range Filters">
    **Time Period Selection:**

    * Select specific date ranges for your reports
    * Choose from predefined periods (last 7 days, 30 days, etc.)
    * Custom date range selection for specific analysis
    * Compare different time periods

    **Flexible Time Options:**

    * Daily, weekly, monthly views
    * Year-over-year comparisons
    * Custom start and end dates
    * Real-time data updates
  </Accordion>

  <Accordion title="Affiliate Filters">
    **Affiliate Selection:**

    * Filter by specific affiliates
    * View individual affiliate performance
    * Compare affiliate performance
    * Focus on top or underperforming affiliates

    **Affiliate Categories:**

    * Filter by affiliate status
    * Group by affiliate type
    * Performance-based filtering
    * Geographic affiliate filtering
  </Accordion>

  <Accordion title="Product and Tracker Filters">
    **Product Selection:**

    * Filter by specific products or brands
    * View product-level performance
    * Compare product performance
    * Analyze category performance

    **Campaign Filtering:**

    * Filter by tracker
    * Track specific tracker/campaign performance
    * Compare tracker effectiveness
    * Analyze traffic source performance
  </Accordion>
</AccordionGroup>

***

## Making the Most of Your Reports

<Card title="Using Data for Decisions" icon="lightbulb">
  Use your reporting data to make informed decisions and improve your affiliate marketing performance.
</Card>

### Key Areas to Focus On

<AccordionGroup>
  <Accordion title="Performance Trends">
    **What to Look For:**

    * Patterns in click and conversion data
    * Peak performance periods
    * Growth trends over time
    * Seasonal variations

    **Action Items:**

    * Identify your best-performing time periods
    * Plan campaigns around peak times
    * Track improvement over time
    * Set realistic growth targets
  </Accordion>

  <Accordion title="Affiliate Performance">
    **Key Metrics:**

    * Which affiliates generate the most clicks
    * Which affiliates have the highest conversion rates
    * Which affiliates earn the most commissions
    * Affiliate activity levels and engagement

    **Optimization Opportunities:**

    * Focus support on top performers
    * Provide additional training for underperformers
    * Adjust commission structures based on performance
    * Identify new affiliate recruitment opportunities
  </Accordion>

  <Accordion title="Financial Health">
    **Revenue Analysis:**

    * Total revenue generated
    * Commission costs vs. revenue
    * Profit margins and ROI
    * Payment status and timing

    **Financial Planning:**

    * Budget allocation based on performance
    * Commission structure optimization
    * Revenue forecasting
    * Cost management strategies
  </Accordion>
</AccordionGroup>

### Regular Review Process

<Steps>
  <Step title="Weekly Review">
    Check key performance metrics weekly to stay on top of trends and identify immediate opportunities.
  </Step>

  <Step title="Monthly Analysis">
    Conduct a comprehensive monthly review of all reports to understand overall program health.
  </Step>

  <Step title="Quarterly Planning">
    Use historical data to plan for the next quarter and set realistic goals.
  </Step>

  <Step title="Export and Archive">
    Regularly export important reports for backup and external analysis.
  </Step>
</Steps>

***

## Best Practices

<Card title="Getting the Most from Your Reports" icon="chart-mixed">
  Follow these simple best practices to make the most of your Affelios reporting data.
</Card>

### Regular Review Habits

<AccordionGroup>
  <Accordion title="Consistent Monitoring">
    **Daily Check-ins:**

    * Review key performance metrics daily
    * Check for any unusual activity or issues
    * Monitor real-time performance data
    * Address immediate concerns

    **Weekly Analysis:**

    * Conduct a thorough weekly review
    * Look for trends and patterns
    * Identify optimization opportunities
    * Plan for the upcoming week
  </Accordion>

  <Accordion title="Data Management">
    **Export Regularly:**

    * Export important reports regularly
    * Keep backups of critical data
    * Archive historical performance data
    * Maintain data for compliance needs

    **Data Quality:**

    * Verify data accuracy when reviewing reports
    * Check for any missing or incomplete data
    * Contact support if you notice data issues
    * Keep track of any data discrepancies
  </Accordion>

  <Accordion title="Team Communication">
    **Share Insights:**

    * Share relevant reports with team members
    * Provide context and interpretation
    * Highlight key findings and recommendations
    * Keep stakeholders informed of performance

    **Collaborative Planning:**

    * Use data to make informed decisions
    * Plan strategies based on performance trends
    * Set realistic goals based on historical data
    * Track progress toward objectives
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Common Issues

<Card title="Common Reporting Problems" icon="triangle-exclamation">
  Address frequently encountered issues with reporting to ensure you get accurate data and insights.
</Card>

### Data Issues

<AccordionGroup>
  <Accordion title="Missing or Incomplete Data">
    **What to Check:**

    * Verify your date range selection
    * Check if filters are excluding data
    * Ensure tracking is properly implemented
    * Look for any system maintenance notifications

    **Solutions:**

    * Adjust your date range or filters
    * Verify tracking implementation
    * Contact support if data seems incomplete
    * Check for any known system issues
  </Accordion>

  <Accordion title="Export Problems">
    **Common Issues:**

    * Export button not working
    * Download doesn't start
    * File appears corrupted
    * Data formatting issues

    **Troubleshooting:**

    * Check your internet connection
    * Try refreshing the page
    * Clear your browser cache
    * Try a different browser
    * Contact support for persistent issues
  </Accordion>

  <Accordion title="Report Loading Issues">
    **Symptoms:**

    * Reports take too long to load
    * Dashboard not updating
    * Error messages appearing
    * Slow performance

    **Resolution:**

    * Check your internet connection
    * Try refreshing the page
    * Clear browser cache and cookies
    * Try different browsers or devices
    * Contact support for technical issues
  </Accordion>
</AccordionGroup>

### Getting Support

<Info>
  Need help with reporting features or experiencing issues? Our support team can assist with:

  * Report configuration and troubleshooting
  * Data accuracy questions
  * Export functionality issues
  * Technical problems and resolution

  Contact support through your Affelios dashboard or reach out to your account manager for personalized assistance.
</Info>

***

## Next Steps

<Card title="Getting Started with Reporting" icon="arrow-right">
  <Info>
    Now that you understand how Affelios reporting works, you're ready to start using your data to make informed decisions and grow your affiliate program.
  </Info>

  **Getting Started:**

  * Navigate to the reports section in your dashboard
  * Start with basic performance reports
  * Export data regularly for analysis
  * Set up a regular review schedule

  **Key Actions:**

  * Export your first report to see how the process works
  * Set up weekly and monthly review schedules
  * Identify your top-performing affiliates
  * Track your key performance metrics

  **Additional Resources:**

  * [Exporting](/knowledge-base/reporting/exporting) - Detailed guide to data export
  * [Setup Guide](/knowledge-base/operators/setup-guide) - Configure your affiliate program
  * [Commission Plans](/knowledge-base/operators/create-manage-commission-plans) - Optimize your commission structure
  * [Understanding Billing](/knowledge-base/getting-started/understanding-billing) - Manage your program finances
</Card>

<Tip>
  Start simple! Begin by checking your reports weekly and exporting data monthly. As you become more comfortable with the data, you can develop more sophisticated analysis and optimization strategies.
</Tip>


# How to Cancel an Affelios Subscription
Source: https://docs.affelios.com/knowledge-base/troubleshooting/cancel-subscription

Step-by-step guide to canceling your Affelios program subscription through the dashboard with important considerations and next steps

<Info>
  This guide explains how to cancel your Affelios program subscription through your dashboard. Canceling your subscription will end your program at the end of the current billing period, and you'll retain access until that date.
</Info>

## Subscription Cancellation Overview

<Card title="Cancellation Process" icon="calendar-xmark">
  Canceling your Affelios subscription is straightforward and can be done entirely through your program dashboard. The cancellation takes effect at the end of your current billing period, ensuring you maintain access until then.
</Card>

### Important Considerations

<AccordionGroup>
  <Accordion title="Cancellation Timing">
    **When Cancellation Takes Effect:**

    * Subscription ends at the end of your current billing period
    * You retain full access to your program until the billing period expires
    * No immediate interruption to your affiliate program operations
    * Affiliates can continue promoting until the subscription ends

    **Billing Period Information:**

    * Check your billing cycle in the billing section
    * Cancellation date will be clearly displayed during the process
    * You'll receive confirmation of the exact end date
  </Accordion>

  <Accordion title="Data and Access">
    **What Happens After Cancellation:**

    * Program dashboard becomes read-only after the billing period ends
    * Historical data remains accessible for a limited time
    * Affiliate accounts and tracking links become inactive
    * Commission processing stops for new transactions

    **Data Export Options:**

    * Export affiliate data and reports before cancellation
    * Download commission history and payment records
    * Save program configuration for potential future reactivation
    * Backup important documents and settings
  </Accordion>

  <Accordion title="Affiliate Impact">
    **Affiliate Notification:**

    * Consider notifying affiliates before cancellation
    * Provide advance notice of program closure
    * Offer alternative programs if available
    * Maintain professional relationships for future opportunities

    **Transition Planning:**

    * Plan for affiliate migration to other programs
    * Communicate changes in tracking and payments
    * Provide support during the transition period
    * Maintain affiliate relationships for potential reactivation
  </Accordion>
</AccordionGroup>

***

## Step-by-Step Cancellation Process

<Card title="Dashboard Cancellation" icon="gear">
  Follow these steps to cancel your Affelios subscription through your program dashboard.
</Card>

### Cancellation Steps

<Steps>
  <Step title="Log In to Affelios">
    Navigate to **[https://affelios.com](https://affelios.com)** and log in to your Affelios account using your credentials.
  </Step>

  <Step title="Access Programs Section">
    Click on **"Programs"** in the top menu or go directly to **[https://affelios.com/programs](https://affelios.com/programs)**. This will display a list of all your Affelios programs.
  </Step>

  <Step title="Select Program to Cancel">
    Under the program you want to cancel, click on the **action icon (3 dots)** to open the dropdown menu.
  </Step>

  <Step title="Access Billing Settings">
    Click on **"Billing"** in the dropdown menu. This will redirect you to the billing page for that specific program.
  </Step>

  <Step title="Locate Cancel Button">
    Scroll down to the bottom of the billing page where you'll find a large **red "Cancel Subscription" button**.
  </Step>

  <Step title="Confirm Cancellation">
    Click the **"Cancel Subscription" button** and confirm your decision when prompted. The cancellation will take effect at the end of your current billing period.
  </Step>
</Steps>

***

## Before You Cancel

<Card title="Pre-Cancellation Checklist" icon="clipboard-check">
  Complete these important tasks before canceling your subscription to ensure a smooth transition and preserve important data.
</Card>

### Data Backup and Export

<AccordionGroup>
  <Accordion title="Export Important Data">
    **Essential Exports:**

    * Affiliate contact information and performance data
    * Commission history and payment records
    * Program analytics and performance reports
    * Custom commission plans and configurations
    * Brand and product information
    * Tracking link performance data

    **Export Methods:**

    * Use built-in export functions in dashboard
    * Download reports in CSV or Excel format
    * Screenshot important configurations
    * Save program settings documentation

    **Note:** While Affelios retains your data until subscription renewal, exporting important data ensures you have immediate access and backup copies for your records.
  </Accordion>

  <Accordion title="Affiliate Communication">
    **Notification Strategy:**

    * Send advance notice to active affiliates
    * Explain reasons for program closure
    * Provide alternative program recommendations
    * Offer support during transition period

    **Communication Timeline:**

    * Notify affiliates 30 days before cancellation
    * Send reminder 7 days before program ends
    * Provide final notice on cancellation date
    * Maintain open communication channels
  </Accordion>

  <Accordion title="Financial Considerations">
    **Outstanding Payments:**

    * Process all pending affiliate payments
    * Resolve any disputed commissions
    * Complete final commission calculations
    * Ensure all financial obligations are met

    **Billing Considerations:**

    * Review current billing cycle
    * Understand cancellation timing
    * Plan for any remaining service period
    * Consider reactivation costs if needed
  </Accordion>
</AccordionGroup>

### Alternative Options

<AccordionGroup>
  <Accordion title="Pause vs. Cancel">
    **Consider Pausing Instead:**

    * Temporary suspension of program
    * Maintains data and configurations
    * Easier to reactivate later
    * Lower cost than full cancellation

    **When to Pause:**

    * Seasonal business cycles
    * Temporary operational changes
    * Testing alternative strategies
    * Short-term financial constraints
  </Accordion>

  <Accordion title="Program Modifications">
    **Adjust Instead of Cancel:**

    * Reduce program scope or features
    * Modify commission structures
    * Change affiliate requirements
    * Optimize program performance

    **Cost Optimization:**

    * Review usage and billing
    * Identify unnecessary features
    * Optimize program efficiency
    * Consider tiered pricing options
  </Accordion>
</AccordionGroup>

***

## After Cancellation

<Card title="Post-Cancellation Steps" icon="arrow-right">
  Understand what happens after your subscription is canceled and how to manage the transition period effectively.
</Card>

### Immediate Effects

<AccordionGroup>
  <Accordion title="Access Changes">
    **Dashboard Access:**

    * Full access continues until billing period ends
    * Read-only access after cancellation date
    * Limited time to export remaining data
    * Historical data remains available temporarily

    **Program Functionality:**

    * New affiliate registrations stop
    * Tracking links become inactive
    * Commission processing ceases
    * Payment processing ends
  </Accordion>

  <Accordion title="Data Retention">
    **Data Availability:**

    * Historical data accessible for limited time
    * Export capabilities remain during transition
    * Backup important data before access expires
    * Contact support for data recovery if needed

    **Retention Policy:**

    * Affelios retains your data until subscription is renewed
    * Data remains available for reactivation purposes
    * No automatic data deletion after cancellation
    * Contact support for specific retention details
  </Accordion>
</AccordionGroup>

### Reactivation Options

<AccordionGroup>
  <Accordion title="Reactivation Process">
    **How to Reactivate:**

    * Contact Affelios support for reactivation
    * May require new subscription setup
    * Your data remains available for restoration
    * Consider updated pricing and features

    **Reactivation Benefits:**

    * All historical data preserved and accessible
    * Affiliate accounts and configurations intact
    * Commission plans and settings maintained
    * Seamless transition back to active program
  </Accordion>

  <Accordion title="Alternative Solutions">
    **Other Options:**

    * Create new program with different configuration
    * Use different affiliate platform
    * Implement in-house affiliate management
    * Partner with affiliate management company

    **Migration Planning:**

    * Export all necessary data
    * Plan affiliate communication
    * Consider platform differences
    * Maintain affiliate relationships
  </Accordion>
</AccordionGroup>

***

## Troubleshooting Cancellation Issues

<Card title="Common Problems & Solutions" icon="triangle-exclamation">
  Address frequently encountered issues during the subscription cancellation process.
</Card>

### Cancellation Problems

<AccordionGroup>
  <Accordion title="Cannot Find Cancel Button">
    **Symptoms:**

    * Cancel button not visible on billing page
    * Billing page appears incomplete
    * Navigation issues accessing billing section

    **Solutions:**

    * Ensure you're logged into the correct account
    * Check if you have proper permissions for billing
    * Try refreshing the page or clearing browser cache
    * Contact support if button is missing
    * Verify you're on the correct program's billing page
  </Accordion>

  <Accordion title="Cancellation Not Processing">
    **Symptoms:**

    * Clicked cancel but no confirmation received
    * Subscription still active after cancellation attempt
    * Error messages during cancellation process

    **Troubleshooting:**

    * Check internet connection and try again
    * Verify all required fields are completed
    * Clear browser cache and cookies
    * Try different browser or incognito mode
    * Contact support with specific error details
  </Accordion>

  <Accordion title="Billing Access Issues">
    **Symptoms:**

    * Cannot access billing section
    * Permission denied errors
    * Missing billing information

    **Resolution:**

    * Verify account ownership and permissions
    * Check if account is in good standing
    * Ensure proper user role for billing access
    * Contact account administrator if applicable
    * Reach out to support for access restoration
  </Accordion>
</AccordionGroup>

### Getting Help

<Info>
  If you encounter any issues during the cancellation process or need assistance with your subscription, our support team is available to help:

  * **Support Contact:** Available through your Affelios dashboard
  * **Response Time:** Typically within 24 hours for billing inquiries
  * **Documentation:** Additional resources available in help center
</Info>

***

## Next Steps

<Card title="Moving Forward" icon="arrow-right">
  <Info>
    After canceling your Affelios subscription, consider these next steps to ensure a smooth transition and maintain your affiliate marketing efforts.
  </Info>

  **Immediate Actions:**

  * Export all important data and reports
  * Communicate with affiliates about program changes
  * Process any outstanding payments or commissions
  * Document program performance for future reference

  **Alternative Solutions:**

  * Explore other affiliate marketing platforms
  * Consider in-house affiliate program management
  * Partner with affiliate management companies
  * Evaluate different commission structures or models

  **Future Considerations:**

  * Keep exported data for potential reactivation
  * Maintain relationships with top-performing affiliates
  * Monitor industry changes and opportunities
  * Consider program improvements for future implementation
</Card>

<Tip>
  Before canceling, consider pausing your subscription instead if you might want to reactivate in the future. Pausing maintains your data and configurations while reducing costs, making it easier to resume operations later.
</Tip>


# Common Issues
Source: https://docs.affelios.com/knowledge-base/troubleshooting/common-issues

Comprehensive troubleshooting guide for frequently encountered problems in the Affelios platform with step-by-step solutions and prevention tips.

<Info>
  This guide provides solutions to the most common issues users encounter when using the Affelios platform. Each section includes detailed troubleshooting steps, prevention tips, and when to contact support for additional assistance.
</Info>

<Card title="Quick Navigation" icon="compass">
  * [Account and Access Issues](#account-and-access-issues) — Login, registration, and authentication problems
  * [Tracking and Attribution Issues](#tracking-and-attribution-issues) — Missing clicks, conversions, and tracking problems
  * [Payment and Commission Issues](#payment-and-commission-issues) — Missing commissions and payment delays
  * [Technical Issues](#technical-issues) — Dashboard, API, and integration problems
  * [Performance Issues](#performance-issues) — Slow loading and mobile compatibility
  * [Compliance and Quality Issues](#compliance-and-quality-issues) — Policy violations and account restrictions
  * [Troubleshooting Process](#troubleshooting-process) — Self-service steps and support escalation
</Card>

## Account and Access Issues

<Card title="Authentication & Access" icon="key">
  Account and access issues are among the most common problems users encounter. These typically involve login difficulties, registration problems, or authentication failures that prevent access to the platform.
</Card>

### Login Problems

<AccordionGroup>
  <Accordion title="Forgotten Password">
    **Symptoms:**

    * Unable to remember password
    * Password reset email not received
    * Reset link expired or invalid

    **Solutions:**

    <Steps>
      <Step title="Use Password Reset">
        Click "Forgot Password" on the login page and enter your registered email address.
      </Step>

      <Step title="Check Email">
        Look for the password reset email in your inbox, spam, and junk folders.
      </Step>

      <Step title="Follow Reset Instructions">
        Click the reset link and create a new password following the security requirements.
      </Step>

      <Step title="Contact Support">
        If no email is received within 15 minutes, contact support with your email address.
      </Step>
    </Steps>

    <Tip>
      Password reset emails are valid for 24 hours. If the link expires, request a new reset email.
    </Tip>
  </Accordion>

  <Accordion title="Account Disabled">
    **Symptoms:**

    * "Account disabled" message when logging into a program
    * Unable to access specific program features
    * Program access denied notification

    **Causes:**

    * Program-specific account suspension by affiliate manager
    * Policy violations within that specific program
    * Manual account disabling by program operator
    * Program-specific compliance issues

    **Important Distinction:**

    * Account disabled is **program-specific**, not platform-wide
    * You can still access other programs where your account is enabled
    * This is different from a platform-wide account lock

    **Solutions:**

    <Steps>
      <Step title="Verify Program Access">
        Check if you can access other programs to confirm this is program-specific.
      </Step>

      <Step title="Contact Program Manager">
        Reach out to the specific program's affiliate manager for clarification.
      </Step>

      <Step title="Review Program Terms">
        Check if you violated any program-specific policies or terms.
      </Step>

      <Step title="Request Re-enablement">
        Work with the program manager to resolve issues and request account re-enablement.
      </Step>
    </Steps>

    <Info>
      Account disabled messages are program-specific. Your Affelios Identity remains active and you can continue using other programs where your account is enabled.
    </Info>

    <Warning>
      Program-specific account disabling is typically permanent unless resolved with the program manager. Focus on understanding the specific reason and working toward resolution.
    </Warning>
  </Accordion>
</AccordionGroup>

### Registration Problems

<AccordionGroup>
  <Accordion title="Email Verification Issues">
    **Symptoms:**

    * Account created but not verified
    * Verification email not received
    * Verification link expired

    **Solutions:**

    <Steps>
      <Step title="Check All Email Folders">
        Look in inbox, spam, junk, and promotions folders for the verification email.
      </Step>

      <Step title="Resend Verification">
        Use the "Resend Verification Email" option on the login page.
      </Step>

      <Step title="Verify Email Address">
        Double-check you entered the correct email address during registration.
      </Step>

      <Step title="Contact Support">
        If verification emails continue to fail, contact support for manual verification.
      </Step>
    </Steps>

    <Tip>
      Some email providers may block automated emails. Try using a different email address if verification continues to fail.
    </Tip>
  </Accordion>
</AccordionGroup>

## Tracking and Attribution Issues

<Card title="Click & Conversion Tracking" icon="chart-line">
  Tracking and attribution issues can significantly impact your affiliate program's performance. These problems typically involve missing clicks, failed conversions, or incorrect attribution that affects commission calculations.
</Card>

### Missing Clicks

<AccordionGroup>
  <Accordion title="Tracking Link Problems">
    **Symptoms:**

    * Links not generating clicks in dashboard
    * Clicks showing as 0 despite traffic
    * Inconsistent click counting
    * "Account disabled" message when accessing tracking links

    **Common Causes:**

    * Account awaiting approval (shows as "account disabled")
    * URL encoding issues
    * Broken redirects
    * Invalid tracking parameters

    **Solutions:**

    <Steps>
      <Step title="Check Account Status">
        Verify your account is approved in the program. If you see "account disabled," you may be awaiting approval.
      </Step>

      <Step title="Test Link Functionality">
        Click your own tracking links to verify they redirect properly and generate clicks.
      </Step>

      <Step title="Check URL Encoding">
        Ensure special characters in URLs are properly encoded (spaces as %20, etc.).
      </Step>

      <Step title="Validate Parameters">
        Confirm ClickKey parameters are being passed correctly through your system.
      </Step>
    </Steps>

    <Info>
      If you see "account disabled" when accessing tracking links, this typically means your account is awaiting approval. Tracking links won't work until you're approved by the program manager.
    </Info>

    <Tip>
      Use the Affelios link testing tool to validate your tracking links before promoting them, but only after your account is approved.
    </Tip>
  </Accordion>

  <Accordion title="Cookie Blocking">
    **Symptoms:**

    * Clicks recorded but conversions not attributed
    * Attribution lost between sessions
    * Inconsistent tracking across devices

    **Causes:**

    * Browser privacy settings
    * Ad blocker interference
    * Third-party cookie restrictions
    * Incognito/private browsing

    **Solutions:**

    <AccordionGroup>
      <Accordion title="Browser Settings">
        **User Education:**

        * Inform users about cookie requirements
        * Provide instructions for enabling cookies
        * Suggest whitelisting your domain
        * Recommend disabling ad blockers for your site
      </Accordion>

      <Accordion title="Alternative Tracking">
        **Backup Methods:**

        * Implement server-side tracking
        * Use first-party cookies when possible
        * Consider email-based attribution
        * Implement fingerprinting as fallback
      </Accordion>
    </AccordionGroup>
  </Accordion>
</AccordionGroup>

### Missing Conversions

<AccordionGroup>
  <Accordion title="Attribution Window Issues">
    **Symptoms:**

    * Conversions not credited to affiliates
    * Attribution lost after time delay
    * Inconsistent conversion tracking

    **Solutions:**

    <Steps>
      <Step title="Check Cookie Duration">
        Verify your attribution window settings match your customer journey length.
      </Step>

      <Step title="Review Attribution Model">
        Confirm you're using the correct attribution model (first-click vs last-click).
      </Step>

      <Step title="Analyze Conversion Timeline">
        Check if conversions are happening outside your attribution window.
      </Step>

      <Step title="Test Tracking Implementation">
        Verify conversion tracking is properly implemented on thank-you pages.
      </Step>
    </Steps>

    <Info>
      Standard attribution windows are 30-90 days, but can be customized based on your business model.
    </Info>
  </Accordion>

  <Accordion title="Cross-Device Tracking">
    **Symptoms:**

    * Conversions lost when users switch devices
    * Attribution gaps in customer journey
    * Incomplete tracking data

    **Limitations:**

    * Browser-based tracking limitations
    * Device switching without login
    * Privacy restrictions on fingerprinting

    **Solutions:**

    <AccordionGroup>
      <Accordion title="User Login Requirements">
        **Encourage Account Creation:**

        * Require user registration for better tracking
        * Implement social login options
        * Offer incentives for account creation
        * Use email-based attribution when possible
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Conversion Pixel Issues">
    **Symptoms:**

    * Conversion pixels not firing
    * Conversions not recorded in dashboard
    * Inconsistent conversion tracking

    **Solutions:**

    <Steps>
      <Step title="Verify Pixel Implementation">
        Check that conversion pixels are properly placed on thank-you/confirmation pages.
      </Step>

      <Step title="Test Firing Conditions">
        Ensure pixels fire only after successful conversions, not on page load.
      </Step>

      <Step title="Validate Parameters">
        Confirm all required conversion parameters are being passed correctly.
      </Step>

      <Step title="Cross-Browser Testing">
        Test conversion tracking across different browsers and devices.
      </Step>
    </Steps>

    <Tip>
      Use browser developer tools to verify pixel firing and check for JavaScript errors that might prevent tracking.
    </Tip>
  </Accordion>
</AccordionGroup>

## Payment and Commission Issues

<Card title="Commission & Payment Processing" icon="credit-card">
  Payment and commission issues can significantly impact affiliate satisfaction and program performance. These problems typically involve missing commissions, payment delays, or incorrect calculations that affect affiliate earnings.
</Card>

### Missing Commissions

<AccordionGroup>
  <Accordion title="Excluded Transactions">
    **Symptoms:**

    * Conversions recorded but commissions not paid
    * Transactions marked as "excluded"
    * Reduced commission amounts

    **Common Exclusions:**

    * Returns and refunds
    * Quality score impacts
    * Fraud prevention measures
    * Terms violation penalties

    **Solutions:**

    <AccordionGroup>
      <Accordion title="Return Processing">
        **Understanding Returns:**

        * Commissions are reversed when customers return products
        * Refund processing may take 5-10 business days
        * Quality assurance reviews may delay reversals
        * Contact support if reversals seem incorrect
      </Accordion>

      <Accordion title="Quality Score Impact">
        **Quality Factors:**

        * Low conversion rates may reduce commissions
        * High bounce rates affect quality scores
        * Fraudulent traffic results in commission exclusions
        * Focus on quality traffic sources to maintain scores
      </Accordion>

      <Accordion title="Policy Violations">
        **Common Violations:**

        * Brand bidding violations
        * Unauthorized promotional methods
        * Misleading advertising claims
        * Review program terms to avoid violations
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Attribution Disputes">
    **Symptoms:**

    * Multiple affiliates claiming same conversion
    * Attribution conflicts in reporting
    * Commission disputes between affiliates

    **Resolution Process:**

    <Steps>
      <Step title="Review Attribution Model">
        Check if first-click or last-click attribution is being used correctly.
      </Step>

      <Step title="Analyze Customer Journey">
        Review the complete customer path to identify the correct affiliate.
      </Step>

      <Step title="Check Timing">
        Verify conversion occurred within the attribution window.
      </Step>

      <Step title="Escalate to Support">
        Contact support with detailed information for manual review.
      </Step>
    </Steps>

    <Warning>
      Attribution disputes require careful review. Provide detailed evidence including timestamps, customer journey data, and any relevant screenshots.
    </Warning>
  </Accordion>

  <Accordion title="Commission Plan Change Issues">
    **Symptoms:**

    * Commission figures appear lower than expected after plan change
    * Overall commission percentage below your previous plan rate

    **Understanding the Issue:**
    This can occur when your commission plan changes from a lower percentage to a higher percentage. If you have negative revenue (returns/refunds) on transactions under the new higher percentage plan, combined with positive transactions from your previous lower percentage plan, the calculation can result in an overall commission rate that appears lower than your original plan.

    <Info>
      This type of issue mainly appears in industries where customers can have negative transactions. For example, in the gambling industry where a player can win money, this results in negative net revenue transactions that can significantly impact commission calculations when combined with plan changes.
    </Info>

    <Accordion title="Example Scenario">
      Let's say you were on a 20% commission plan and your plan changed to 30%. Here's how the calculations work:

      **Transactions under 20% plan:**

      * Positive revenue: `$1,000`
      * Commission at 20%: `$1,000 × 20% = $200`

      **Transactions under 30% plan:**

      * Negative revenue: -\$500 (player winnings/refunds)
      * Commission at 30%: `-$500 × 30% = -$150`

      **Total commission calculation:**

      * Total revenue: `$1,000 + (-$500) = $500`
      * Total commission: `$200 + (-$150) = $50`
      * **Effective commission rate: `$50 ÷ $500 = 10%`**

      Even though you have positive transactions at 20% and your new plan is 30%, the negative revenue on the higher percentage plan (30%) creates a larger negative commission impact (-\$150), which reduces your overall effective commission rate to 10% - below your original 20% plan rate.
    </Accordion>

    **Solutions:**

    <Steps>
      <Step title="Review Transaction History">
        Check your transaction history to identify which transactions are under each commission plan.
      </Step>

      <Step title="Analyze Revenue Breakdown">
        Separate positive and negative revenue by commission plan to understand the impact.
      </Step>

      <Step title="Check Commission Calculations">
        Review how commissions are calculated across different plan periods and transaction types.
      </Step>

      <Step title="Contact Support">
        If commission figures still appear incorrect after review, contact support with your transaction details for verification.
      </Step>
    </Steps>

    <Info>
      Commission calculations aggregate all transactions across different plan periods. Negative revenue on higher percentage plans has a proportionally larger impact on overall commission figures.
    </Info>

    <Tip>
      Monitor your transaction breakdown by commission plan period to better understand how plan changes affect your overall commission calculations.
    </Tip>
  </Accordion>

  <Accordion title="Commission Plan Scope & Configuration">
    **Symptoms:**

    * Conversions appear in reporting but no commission (or zero commission) is applied
    * Some CPAs or commissions are applied, but others are not (inconsistent payouts across similar activity)
    * Some affiliates earn commissions while others do not for similar traffic
    * Commissions apply for one link or campaign but not another

    **Understanding the issue:**
    Commission plans are not always a single global rate for every conversion. A plan can be **scoped** so it only applies when several dimensions match—for example, a specific **affiliate**, **brand**, and **tracker**. If any of those do not line up with the traffic that generated the conversion, the system may not apply that plan, which looks like missing commissions even when tracking is otherwise working.

    A common case is an affiliate who has multiple trackers (or switches tracking parameters). If the commission plan is tied to a particular tracker and the affiliate sends traffic with a **different** tracker, the conversion may not match the scoped plan, so commissions might not be applied.

    **What to check:**

    * Review how the commission plan is scoped (affiliate, brand, tracker, and any other filters your program uses)
    * Confirm the affiliate is using the same tracker (and brand context) the plan expects
    * If the affiliate should earn on all their traffic, adjust the plan scope or align their links with the configured tracker

    **Solutions:**

    <Steps>
      <Step title="Verify plan scope in admin">
        Open the relevant commission plan and note every scope restriction (affiliate, brand, tracker, and similar).
      </Step>

      <Step title="Match traffic to scope">
        Compare live affiliate links and tracking parameters against those scope rules.
      </Step>

      <Step title="Update plan or links">
        Either broaden the plan scope (if appropriate) or update affiliate tracking so conversions match the intended scope.
      </Step>

      <Step title="Escalate if unclear">
        Contact support with example conversion IDs, the affiliate involved, and the commission plan name if behavior still looks wrong after alignment.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

### Payment Delays

<AccordionGroup>
  <Accordion title="Minimum Threshold Requirements">
    **Symptoms:**

    * Commissions earned but not paid
    * Payment status showing "pending"
    * Accumulating balance without payout

    **Understanding Thresholds:**

    * Most programs require minimum earnings before payout
    * Common thresholds: $25, $50 or \$100
    * Thresholds reset each payment period
    * Unmet thresholds carry forward to next period

    **Solutions:**

    <Steps>
      <Step title="Check Minimum Requirements">
        Review your program's minimum payout threshold in account settings.
      </Step>

      <Step title="Monitor Earnings Accumulation">
        Track your earnings progress toward the minimum threshold.
      </Step>

      <Step title="Understand Payment Schedule">
        Payments typically process monthly or bi-weekly after threshold is met.
      </Step>

      <Step title="Contact Program Manager">
        Discuss threshold adjustments if consistently unable to meet minimums.
      </Step>
    </Steps>

    <Tip>
      Some programs offer lower thresholds for preferred payment methods like PayPal or cryptocurrency.
    </Tip>
  </Accordion>
</AccordionGroup>

## Technical Issues

<Card title="Platform & Integration Problems" icon="gear">
  Technical issues can range from dashboard problems to API integration failures. These problems typically involve platform functionality, data synchronization, or system compatibility issues.
</Card>

### Dashboard Problems

<AccordionGroup>
  <Accordion title="Loading Issues">
    **Symptoms:**

    * Dashboard not loading completely
    * Slow page load times
    * Blank or partially loaded pages
    * Error messages during loading

    **Solutions:**

    <Steps>
      <Step title="Clear Browser Cache">
        Clear your browser cache and cookies, then refresh the page.
      </Step>

      <Step title="Enable JavaScript">
        Ensure JavaScript is enabled in your browser settings.
      </Step>

      <Step title="Check Internet Connection">
        Verify your internet connection is stable and fast enough.
      </Step>

      <Step title="Try Different Browser">
        Test with Chrome, Firefox, Safari, or Edge to isolate browser issues.
      </Step>

      <Step title="Check Server Status">
        Visit the Affelios status page to check for known issues.
      </Step>
    </Steps>

    <Tip>
      Hard refresh (Ctrl+F5 or Cmd+Shift+R) can often resolve loading issues by forcing a complete page reload.
    </Tip>
  </Accordion>

  <Accordion title="Data Discrepancies">
    **Symptoms:**

    * Numbers not matching expected values
    * Missing data in reports
    * Inconsistent calculations
    * Time zone confusion

    **Common Causes:**

    * Reporting delays (up to 24 hours)
    * Time zone differences
    * Filter setting impacts
    * Calculation method variations

    **Solutions:**

    <Steps>
      <Step title="Check Data Freshness">
        Allow up to 24 hours for data to fully process and appear in reports.
      </Step>

      <Step title="Verify Time Zone Settings">
        Ensure your account time zone matches your local time zone.
      </Step>

      <Step title="Review Filter Settings">
        Check that date ranges and filters are set correctly.
      </Step>

      <Step title="Compare Calculation Methods">
        Understand how different metrics are calculated and displayed.
      </Step>
    </Steps>

    <Info>
      Real-time data may show slight variations from final processed data. Always refer to finalized reports for accurate numbers.
    </Info>
  </Accordion>
</AccordionGroup>

### API Integration Issues

<AccordionGroup>
  <Accordion title="Authentication Problems">
    **Symptoms:**

    * API requests returning 401/403 errors
    * Authentication failures
    * Token expiration errors
    * Permission denied messages

    **Solutions:**

    <Steps>
      <Step title="Verify API Key">
        Check that your API key is correct and active in your account settings.
      </Step>

      <Step title="Check Permissions">
        Ensure your API key has the necessary permissions for the requested operations.
      </Step>

      <Step title="Refresh Tokens">
        Generate new API keys if existing ones have expired or been compromised.
      </Step>

      <Step title="Review Rate Limits">
        Check if you're exceeding API rate limits and implement proper throttling.
      </Step>
    </Steps>

    <Warning>
      Never share API keys publicly or commit them to version control. Use environment variables for secure storage.
    </Warning>
  </Accordion>

  <Accordion title="Data Synchronization Issues">
    **Symptoms:**

    * Webhooks not firing
    * Data not syncing between systems
    * Missing or duplicate records
    * Sync delays or failures

    **Solutions:**

    <AccordionGroup>
      <Accordion title="Webhook Configuration">
        **Setup Requirements:**

        * Valid HTTPS endpoint URL
        * Proper webhook authentication
        * Correct event subscriptions
        * Endpoint accessibility from external systems

        **Troubleshooting:**

        * Test webhook endpoint manually
        * Check webhook logs for errors
        * Verify SSL certificate validity
        * Ensure endpoint responds with 200 status
      </Accordion>

      <Accordion title="Data Format Issues">
        **Common Problems:**

        * Incorrect JSON formatting
        * Missing required fields
        * Data type mismatches
        * Encoding issues

        **Solutions:**

        * Validate JSON structure
        * Check field requirements in API documentation
        * Ensure proper data types
        * Use UTF-8 encoding for text data
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Rate Limiting">
    **Symptoms:**

    * API requests being throttled
    * 429 Too Many Requests errors
    * Slow response times
    * Quota exceeded messages

    **Understanding Limits:**

    * API calls per minute/hour limits
    * Concurrent request restrictions
    * Data transfer quotas
    * Account-specific limits

    **Solutions:**

    <Steps>
      <Step title="Implement Throttling">
        Add delays between API calls to stay within rate limits.
      </Step>

      <Step title="Use Batch Operations">
        Combine multiple requests into single API calls when possible.
      </Step>

      <Step title="Cache Responses">
        Store API responses locally to reduce redundant requests.
      </Step>

      <Step title="Monitor Usage">
        Track your API usage to identify optimization opportunities.
      </Step>
    </Steps>

    <Tip>
      Implement exponential backoff for retry logic to handle rate limiting gracefully and avoid overwhelming the API.
    </Tip>
  </Accordion>
</AccordionGroup>

## Compliance and Quality Issues

<Card title="Policy & Quality Management" icon="shield-halved">
  Compliance and quality issues can result in account restrictions, policy violations, or legal complications. These problems typically involve traffic quality, brand guidelines, or regulatory compliance failures.
</Card>

### Policy Violations

<AccordionGroup>
  <Accordion title="Traffic Quality Issues">
    **Symptoms:**

    * Low conversion rates
    * High bounce rates
    * Quality score warnings
    * Traffic source flags

    **Common Quality Issues:**

    * Bot traffic or click farms
    * Incentivized traffic violations
    * Misleading advertising
    * Poor user experience

    **Solutions:**

    <Steps>
      <Step title="Review Traffic Sources">
        Analyze your traffic sources for quality and compliance with program terms.
      </Step>

      <Step title="Improve Conversion Rates">
        Focus on targeted, relevant traffic that converts naturally.
      </Step>

      <Step title="Monitor Quality Metrics">
        Track bounce rates, time on site, and conversion rates regularly.
      </Step>

      <Step title="Address Quality Concerns">
        Work with program managers to understand and resolve quality issues.
      </Step>
    </Steps>

    <Warning>
      Repeated quality violations may result in account suspension or termination. Focus on sustainable, compliant traffic sources.
    </Warning>
  </Accordion>

  <Accordion title="Brand Guideline Violations">
    **Symptoms:**

    * Brand compliance warnings
    * Logo usage violations
    * Unauthorized messaging flags
    * Content policy breaches

    **Common Violations:**

    * Incorrect logo usage or modifications
    * Unauthorized brand messaging
    * Brand bidding violations
    * Misleading advertising claims

    **Solutions:**

    <AccordionGroup>
      <Accordion title="Brand Asset Compliance">
        **Proper Usage:**

        * Use only approved brand assets
        * Follow logo usage guidelines
        * Maintain brand consistency
        * Respect trademark rights

        **Avoid:**

        * Modifying logos or brand colors
        * Using outdated brand assets
        * Creating unauthorized variations
        * Violating brand guidelines
      </Accordion>

      <Accordion title="Content Policy Compliance">
        **Advertising Standards:**

        * Use truthful, non-misleading claims
        * Include required disclosures
        * Follow advertising regulations
        * Respect intellectual property

        **Best Practices:**

        * Review all promotional content
        * Get approval for creative materials
        * Stay updated on policy changes
        * Consult program managers for guidance
      </Accordion>
    </AccordionGroup>
  </Accordion>

  <Accordion title="Legal Compliance Issues">
    **Symptoms:**

    * Compliance warnings
    * Legal violation notices
    * Disclosure requirement failures
    * Regulatory issues

    **Common Compliance Issues:**

    * Missing affiliate disclosures
    * Regional regulation violations
    * Tax compliance problems
    * Privacy policy breaches

    **Solutions:**

    <Steps>
      <Step title="Review Legal Requirements">
        Understand applicable laws and regulations in your jurisdiction.
      </Step>

      <Step title="Implement Required Disclosures">
        Include proper affiliate disclosures on all promotional content.
      </Step>

      <Step title="Ensure Tax Compliance">
        Complete all required tax documentation and reporting.
      </Step>

      <Step title="Consult Legal Counsel">
        Seek professional legal advice for complex compliance issues.
      </Step>
    </Steps>

    <Info>
      Legal compliance requirements vary by jurisdiction. Always consult with legal professionals for specific guidance.
    </Info>
  </Accordion>
</AccordionGroup>

### Account Restrictions

<AccordionGroup>
  <Accordion title="Temporary Suspensions">
    **Symptoms:**

    * Account access restricted
    * Suspension notification received
    * Limited platform functionality
    * Investigation period notice

    **Common Causes:**

    * Quality review processes
    * Compliance verification needed
    * Policy violation investigation
    * Security concerns

    **Resolution Process:**

    <Steps>
      <Step title="Understand Suspension Reason">
        Review the suspension notice for specific details about the issue.
      </Step>

      <Step title="Gather Required Information">
        Collect documentation and evidence to address the concerns.
      </Step>

      <Step title="Submit Appeal or Response">
        Follow the provided process to respond to the suspension.
      </Step>

      <Step title="Cooperate with Investigation">
        Provide additional information if requested by the review team.
      </Step>
    </Steps>

    <Tip>
      Most temporary suspensions are resolved within 5-10 business days. Respond promptly to expedite the review process.
    </Tip>
  </Accordion>

  <Accordion title="Permanent Terminations">
    **Symptoms:**

    * Account permanently closed
    * Termination notice received
    * No access to platform
    * Appeal process information

    **Serious Violations:**

    * Fraudulent activity
    * Repeated policy violations
    * Legal requirement breaches
    * Security violations

    **Appeal Process:**

    <AccordionGroup>
      <Accordion title="Understanding Termination">
        **Review Process:**

        * Termination decisions are carefully reviewed
        * Multiple violations typically lead to termination
        * Appeals are considered on a case-by-case basis
        * Evidence and documentation are required

        **Appeal Requirements:**

        * Detailed explanation of circumstances
        * Evidence supporting your case
        * Commitment to compliance going forward
        * Specific remediation steps taken
      </Accordion>

      <Accordion title="Prevention Strategies">
        **Best Practices:**

        * Read and understand all program terms
        * Maintain high-quality traffic sources
        * Follow brand guidelines strictly
        * Stay compliant with legal requirements
        * Communicate proactively with program managers

        **Warning Signs:**

        * Multiple quality warnings
        * Repeated policy violations
        * Declining performance metrics
        * Compliance issues
      </Accordion>
    </AccordionGroup>
  </Accordion>
</AccordionGroup>

## Troubleshooting Process

<Card title="Systematic Problem Resolution" icon="magnifying-glass">
  Follow this structured approach to resolve issues efficiently, starting with self-service steps before escalating to support when necessary.
</Card>

### Support Escalation

<AccordionGroup>
  <Accordion title="When to Contact Support">
    **Escalation Triggers:**

    * Complex technical issues
    * Account-specific problems
    * Urgent resolution needed
  </Accordion>

  <Accordion title="Information to Provide">
    **Essential Details:**

    * Detailed problem description
    * Error messages and codes
    * Screenshots or screen recordings
    * Account and transaction details

    **Support Request Template:**

    ```
    Subject: [Priority] Issue Description

    Problem Summary:
    - What happened?
    - When did it start?
    - How often does it occur?

    Technical Details:
    - Browser and version
    - Operating system
    - Error messages (if any)
    - Steps to reproduce

    Account Information:
    - Account email/ID
    - Program name (if applicable)
    - Transaction IDs (if relevant)

    Attachments:
    - Screenshots
    - Error logs
    - Network diagnostics
    ```

    <Tip>
      The more detailed information you provide, the faster support can resolve your issue. Include all relevant context and evidence.
    </Tip>
  </Accordion>

  <Accordion title="Support Response Expectations">
    **Response Timeline:**

    * Initial acknowledgment: Within 24 hours
    * Resolution: Varies by issue complexity

    **Escalation Process:**

    <Steps>
      <Step title="Initial Response">
        Support team acknowledges your request and provides initial guidance.
      </Step>

      <Step title="Investigation">
        Technical team investigates the issue and gathers additional information.
      </Step>

      <Step title="Resolution">
        Solution is implemented or workaround is provided.
      </Step>
    </Steps>

    <Info>
      Complex issues may require multiple interactions and technical escalations. Stay patient and provide additional information when requested.
    </Info>
  </Accordion>
</AccordionGroup>

***

## Related Resources

<Card title="Additional Support" icon="book-open">
  Explore these resources for more detailed guidance and support options.
</Card>

### Getting Started

* 🌟 [Quickstart Guide](/quickstart) — Get up and running fast
* 👥 [For Affiliates](/knowledge-base/getting-started/for-affiliates) — Affiliate onboarding guide
* ⚙️ [For Operators](/knowledge-base/getting-started/for-operators) — Operator setup guide
* 🔑 [Affelios Identity](/knowledge-base/getting-started/affelios-identity) — Account management

### Technical Resources

* 🔧 [Tracking Issues](/knowledge-base/troubleshooting/tracking-issues) — Technical troubleshooting
* 🔌 [API Reference](/developers/reference/overview) — Developer documentation
* 🔗 [Webhooks](/developers/reference/webhooks) — Real-time data synchronization
* 🧩 [Integrations](/integrations) — Platform connections

### Platform Features

* 📊 [Reporting](/knowledge-base/reporting/reports) — Analytics and reporting
* 💰 [Commission Plans](/knowledge-base/operators/setup-guide#commission-plan-defaults--brand-association) — Commission configuration
* 🎯 [Attribution](/knowledge-base/operators/attribution) — Attribution models
* 📋 [Payout Methods](/knowledge-base/affiliates/payout-methods) — Payment options

### Compliance & Legal

* 📜 [Terms of Service](/knowledge-base/legal/terms-of-service) — Platform terms
* 🔒 [Privacy Policy](/knowledge-base/legal/privacy-policy) — Data protection
* ⚖️ [Affiliate Policies](/knowledge-base/legal/affiliate-policies) — Program policies
* 📋 [Data Privacy](/knowledge-base/legal/data-privacy) — Privacy compliance

***

<Tip>
  This troubleshooting guide is regularly updated based on common issues and user feedback. If you don't find a solution here, contact support for personalized assistance.
</Tip>


# Tracking issues
Source: https://docs.affelios.com/knowledge-base/troubleshooting/tracking-issues



# Tracking Issues

Comprehensive guide to diagnosing and resolving affiliate tracking problems.

<Info>
  This troubleshooting guide helps you diagnose and fix tracking issues in Affelios. For implementation details, see [How Attribution Works](/knowledge-base/operators/attribution) (operators) and [How Tracking Links Work](/knowledge-base/affiliates/tracking-links) (affiliates).
</Info>

## Understanding Tracking

### Tracking Fundamentals

1. **How Tracking Works**
   * Click registration process and ClickKey generation
   * Cookie placement and storage mechanisms
   * Conversion attribution methods and timing
   * Data flow from click to commission processing
   <Tip>
     For detailed implementation guidance, see [How Attribution Works](/knowledge-base/operators/attribution) for operators or [How Tracking Links Work](/knowledge-base/affiliates/tracking-links) for affiliates.
   </Tip>

2. **Tracking Components**
   * **Affiliate tracking links** - Generated from trackers and contain ClickKeys
   * **Conversion tracking pixels** - Fire on purchase completion
   * **JavaScript tracking codes** - Handle ClickKey capture and storage
   * **Server-to-server postbacks** - Send transaction data to Affelios
   <Info>
     Understanding tracker-based link generation is crucial for troubleshooting. See [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#from-trackers-to-tracking-links) for the complete process.
   </Info>

3. **Attribution Models**
   * **First-click attribution** - Credit goes to the first affiliate link clicked
   * **Last-click attribution** - Credit goes to the most recent affiliate link
   * **Custom attribution rules** - Program-specific attribution logic
   <Info>
     For detailed attribution configuration and commission plan setup, see [How Attribution Works](/knowledge-base/operators/attribution#commission-plan-configuration).
   </Info>

### Common Tracking Challenges

1. **Technical Limitations**
   * Browser privacy settings
   * Ad blocker interference
   * Cross-device tracking
   * Mobile app attribution

2. **Implementation Issues**
   * Incorrect code placement
   * Missing tracking parameters
   * Timing synchronization problems
   * Environment configuration errors

## Click Tracking Issues

### Missing Clicks

1. **Link Structure Problems**
   * **Symptoms**: No clicks registered despite traffic
   * **Causes**: Malformed tracking URLs, missing parameters, incorrect tracker configuration
   * **Solutions**: Validate link structure, verify tracker setup, create new tracker if needed
   * **Prevention**: Use proper tracker setup, validate before deployment
   <Info>
     For proper link generation and structure, see [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#understanding-link-structure). For ClickKey parameter implementation, see [How Attribution Works](/knowledge-base/operators/attribution#clickkey-parameter-implementation).
   </Info>

2. **JavaScript Errors**
   * **Symptoms**: Intermittent click tracking failures
   * **Causes**: JavaScript conflicts, loading sequence issues
   * **Solutions**: Debug JavaScript console, optimize loading order
   * **Prevention**: Test across browsers, use asynchronous loading

3. **Redirect Issues**
   * **Symptoms**: Clicks not reaching destination
   * **Causes**: Redirect chain problems, caching issues
   * **Solutions**: Minimize redirect chains, clear cache
   * **Prevention**: Direct linking when possible, monitor redirect paths

### Inaccurate Click Counts

1. **Double Counting**
   * **Symptoms**: Inflated click numbers
   * **Causes**: Multiple tracking implementations, refresh issues
   * **Solutions**: Deduplicate tracking codes, implement click validation
   * **Prevention**: Centralized tracking implementation, unique session handling

2. **Bot Traffic**
   * **Symptoms**: High clicks with low conversions
   * **Causes**: Automated bot clicking, click farms
   * **Solutions**: Implement bot detection, filter suspicious traffic
   * **Prevention**: Real-time validation, behavioral analysis

3. **Cross-Domain Issues**
   * **Symptoms**: Lost tracking across domains
   * **Causes**: Cookie domain restrictions, referrer policy changes
   * **Solutions**: Implement cross-domain tracking, use server-side solutions
   * **Prevention**: Unified tracking domain, proper cookie configuration

## Conversion Tracking Issues

### Missing Conversions

1. **Pixel Implementation Problems**
   * **Symptoms**: Conversions not recorded
   * **Causes**: Missing conversion pixels, incorrect placement, ClickKey not properly stored
   * **Solutions**: Verify pixel implementation, test firing conditions, check ClickKey storage
   * **Prevention**: Thorough testing, implementation validation
   <Info>
     For proper ClickKey storage implementation, see [How Attribution Works](/knowledge-base/operators/attribution#backend-clickkey-storage). For testing procedures, see [How Attribution Works](/knowledge-base/operators/attribution#testing-and-validation).
   </Info>

2. **Attribution Window Issues**
   * **Symptoms**: Conversions attributed incorrectly or not at all
   * **Causes**: Expired cookies, incorrect attribution windows, ClickKey storage failures
   * **Solutions**: Adjust attribution settings, verify cookie duration, implement multiple storage methods
   * **Prevention**: Appropriate window configuration, clear communication, robust storage implementation
   <Tip>
     The attribution flow from ClickKey capture to commission processing is detailed in [How Attribution Works](/knowledge-base/operators/attribution#transaction-reporting-to-affelios).
   </Tip>

3. **Cross-Device Attribution**
   * **Symptoms**: Mobile clicks not attributed to desktop conversions
   * **Causes**: Cookie isolation between devices
   * **Solutions**: Implement user ID tracking, use deterministic matching
   * **Prevention**: Email-based attribution, login-based tracking

### Duplicate Conversions

1. **Multiple Firing Events**

   * **Symptoms**: Same conversion recorded multiple times
   * **Causes**: Pixel firing on page refresh, multiple pixel implementations, missing transaction IDs
   * **Solutions**: Implement conversion deduplication, session-based tracking, use unique transaction IDs
   * **Prevention**: Unique conversion identifiers, proper pixel placement, transaction ID implementation

   <Info>
     **Transaction ID Best Practice:** Integrations should pass a unique transaction ID from the operator's internal systems to ensure idempotency. This prevents duplicate conversions when the same transaction is reported multiple times due to network issues, retries, or system failures.

     For implementation details, see [How Attribution Works](/knowledge-base/operators/attribution#transaction-reporting-to-affelios).
   </Info>

2. **Testing Environment Pollution**
   * **Symptoms**: Test conversions in production data
   * **Causes**: Development testing on production systems, missing transaction ID validation
   * **Solutions**: Filter test transactions, separate environments, validate transaction IDs
   * **Prevention**: Dedicated testing environments, proper data segregation, transaction ID validation

## Mobile Tracking Challenges

<Warning>
  **Important Mobile Tracking Limitations:** Due to recent privacy changes by Apple (iOS 14.5+ ATT framework) and Android (Privacy Sandbox), web-to-app attribution has become significantly more difficult. Affelios currently supports mobile tracking primarily for in-house analytics, such as tracking customer registrations by platform, rather than full cross-platform attribution.

  **Technical Requirements:** Implementing mobile tracking requires technical knowledge and direct integration within the mobile apps themselves, including SDK implementation and proper attribution handling within the app code.
</Warning>

### App-to-Web Attribution

1. **Deep Link Issues**
   * **Symptoms**: Lost attribution from app to website
   * **Causes**: Deep link configuration problems, app store attribution, platform privacy restrictions
   * **Solutions**: Proper deep link setup, universal link implementation
   * **Prevention**: Comprehensive testing, platform-specific optimization
   <Info>
     **Platform Privacy Impact:** Apple's App Tracking Transparency (ATT) and Android's Privacy Sandbox have significantly limited cross-platform tracking capabilities. Traditional web-to-app attribution methods are no longer reliable.
   </Info>

2. **Mobile Browser Limitations**
   * **Symptoms**: Inconsistent tracking on mobile browsers
   * **Causes**: Safari ITP, Chrome SameSite restrictions, iOS 14.5+ ATT framework
   * **Solutions**: Server-side tracking, first-party data collection
   * **Prevention**: Mobile-first tracking strategy, regular testing
   <Tip>
     **Current Affelios Mobile Support:** Mobile tracking in Affelios is currently optimized for in-house analytics, such as monitoring customer registration patterns across different platforms, rather than full cross-platform attribution.
   </Tip>

3. **Cross-App Tracking**

   * **Symptoms**: Attribution lost between mobile apps
   * **Causes**: App sandboxing, privacy restrictions, platform privacy frameworks
   * **Solutions**: SDK implementation, unified ID solutions (limited effectiveness)
   * **Prevention**: Platform-native attribution, compliance with guidelines

   <Info>
     **Privacy Framework Impact:** Both Apple's ATT and Android's Privacy Sandbox have created significant barriers to cross-app tracking, making traditional attribution methods unreliable for mobile-to-web conversions.

     **Implementation Complexity:** Cross-app tracking requires significant technical expertise and direct integration within each mobile application, including custom SDK development, attribution logic implementation, and compliance with platform-specific privacy requirements.
   </Info>

## Privacy and Compliance Impact

### Cookie Restrictions

1. **Third-Party Cookie Blocking**
   * **Symptoms**: Reduced tracking accuracy
   * **Causes**: Browser privacy updates, user privacy settings
   * **Solutions**: First-party cookie implementation, server-side tracking
   * **Prevention**: Privacy-compliant tracking methods, user consent management

2. **GDPR and Privacy Laws**
   * **Symptoms**: Tracking consent issues
   * **Causes**: Legal compliance requirements, user opt-outs
   * **Solutions**: Consent management platforms, privacy-compliant tracking
   * **Prevention**: Legal review, privacy-by-design implementation

3. **Ad Blocker Impact**
   * **Symptoms**: Tracking scripts blocked
   * **Causes**: Ad blocker software, privacy-focused browsers
   * **Solutions**: Server-side tracking, native integration methods
   * **Prevention**: Non-intrusive tracking methods, user education

## Diagnostic Tools and Techniques

### Browser-Based Debugging

1. **Developer Console**
   * Network tab analysis for tracking calls and ClickKey transmission
   * Console error identification
   * Cookie and storage inspection (check ClickKey storage)
   * JavaScript debugging tools
   <Info>
     For comprehensive testing procedures including ClickKey validation, see [How Attribution Works](/knowledge-base/operators/attribution#testing-procedures).
   </Info>

2. **Browser Extensions**
   * Tracking pixel validators
   * Cookie inspection tools (verify ClickKey cookies)
   * Network request analyzers
   * Attribution testing tools

3. **Testing Procedures**
   * Incognito/private browsing tests
   * Cross-browser validation
   * Mobile device testing
   * Different network condition tests
   * ClickKey capture and storage validation
   <Tip>
     For detailed tracker testing procedures, see [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#tracker-testing-checklist).
   </Tip>

### Server-Side Diagnostics

1. **Log Analysis**
   * Server log examination
   * Request pattern analysis
   * Error rate monitoring
   * Performance metrics review

2. **API Testing**
   * Webhook delivery verification
   * Postback URL testing
   * API response validation
   * Data synchronization checks

3. **Database Queries**
   * Raw data examination
   * Attribution chain verification
   * Duplicate detection queries
   * Performance impact analysis

## Resolution Strategies

### Quick Fixes

1. **Common Solutions**
   * Clear browser cache and cookies
   * Create new tracker or verify existing tracker setup
   * Update tracking code placement
   * Verify account settings
   * Check ClickKey parameter configuration
   <Info>
     For step-by-step tracker creation and link generation, see [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#creating-your-first-tracker).
   </Info>

2. **Testing Protocols**
   * End-to-end tracking tests
   * Cross-device verification
   * Multi-browser validation
   * Performance impact assessment
   * ClickKey capture and storage validation
   <Tip>
     Comprehensive testing procedures are outlined in [How Attribution Works](/knowledge-base/operators/attribution#testing-procedures) and [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#tracker-testing-checklist).
   </Tip>

### Advanced Solutions

1. **Technical Implementations**
   * Server-side tracking setup
   * First-party data collection
   * Advanced attribution modeling
   * Custom tracking solutions
   * ClickKey storage optimization
   <Info>
     For detailed technical implementation guidance, see [How Attribution Works](/knowledge-base/operators/attribution#backend-clickkey-storage) and [How Attribution Works](/knowledge-base/operators/attribution#performance-optimization).
   </Info>

2. **Process Improvements**
   * Automated testing implementation
   * Monitoring and alerting systems
   * Regular audit procedures
   * Documentation and training
   * Tracker performance optimization
   <Tip>
     Learn about tracker-based optimization strategies in [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#tracker-performance-analysis).
   </Tip>

## Prevention and Best Practices

### Implementation Best Practices

1. **Code Standards**
   * Consistent implementation patterns
   * Error handling procedures
   * Performance optimization
   * Security considerations

2. **Testing Protocols**
   * Pre-deployment testing
   * Continuous monitoring
   * Regular validation procedures
   * Performance benchmarking

### Monitoring and Maintenance

1. **Proactive Monitoring**
   * Real-time tracking validation
   * Automated alert systems
   * Performance trend analysis
   * Issue prediction models

2. **Regular Maintenance**
   * Code updates and patches
   * Configuration reviews
   * Performance optimization
   * Compliance verification
   * Tracker performance audits

***

## Related Documentation

<Card title="Implementation Guides" icon="book">
  **For Operators (Program Managers):**

  * [How Attribution Works](/knowledge-base/operators/attribution) - Complete technical implementation guide
  * [ClickKey Parameter Implementation](/knowledge-base/operators/attribution#clickkey-parameter-implementation) - URL parameter setup
  * [Backend ClickKey Storage](/knowledge-base/operators/attribution#backend-clickkey-storage) - Data storage strategies
  * [Testing and Validation](/knowledge-base/operators/attribution#testing-and-validation) - Implementation testing procedures

  **For Affiliates:**

  * [How Tracking Links Work](/knowledge-base/affiliates/tracking-links) - Complete tracker and link guide
  * [Creating Your First Tracker](/knowledge-base/affiliates/tracking-links#creating-your-first-tracker) - Tracker setup process
  * [Understanding Link Structure](/knowledge-base/affiliates/tracking-links#understanding-link-structure) - Link components and variations
  * [Tracker Testing Checklist](/knowledge-base/affiliates/tracking-links#tracker-testing-checklist) - Pre-deployment testing

  **Advanced Topics:**

  * [Tracker Performance Analysis](/knowledge-base/affiliates/tracking-links#tracker-performance-analysis) - Optimization strategies
  * [Commission Plan Configuration](/knowledge-base/operators/attribution#commission-plan-configuration) - Attribution logic setup
  * [Performance Optimization](/knowledge-base/operators/attribution#performance-optimization) - Scalable implementation
</Card>

<Card title="Quick Reference" icon="lightbulb">
  **Common Issues and Solutions:**

  **Missing Clicks:**

  1. Verify tracker configuration - [How Tracking Links Work](/knowledge-base/affiliates/tracking-links#creating-your-first-tracker)
  2. Check link structure - [Understanding Link Structure](/knowledge-base/affiliates/tracking-links#understanding-link-structure)
  3. Validate ClickKey parameters - [ClickKey Parameter Implementation](/knowledge-base/operators/attribution#clickkey-parameter-implementation)

  **Missing Conversions:**

  1. Verify ClickKey storage - [Backend ClickKey Storage](/knowledge-base/operators/attribution#backend-clickkey-storage)
  2. Test attribution flow - [Transaction Reporting to Affelios](/knowledge-base/operators/attribution#transaction-reporting-to-affelios)
  3. Check commission configuration - [Commission Plan Configuration](/knowledge-base/operators/attribution#commission-plan-configuration)

  **Testing and Validation:**

  1. Use comprehensive testing procedures - [Testing and Validation](/knowledge-base/operators/attribution#testing-procedures)
  2. Follow tracker testing checklist - [Tracker Testing Checklist](/knowledge-base/affiliates/tracking-links#tracker-testing-checklist)
  3. Monitor tracker performance - [Tracker Performance Analysis](/knowledge-base/affiliates/tracking-links#tracker-performance-analysis)
</Card>