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This article will review:
Frequently asked questions (FAQ's) for onboarding a new campaign to Partnerize
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Index
Overview
This guide will cover the most common FAQ's when onboarding with Partnerize
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Tracking Implementation FAQ's
Below are answers to the most commonly asked questions regarding Partnerize tracking implementation:
Can I track activity separately per regional site?
A - Yes. You have the ability to track individual regions per campaign.
Please refer to our guide here for more information on the advantages and considerations between a single campaigns vs multiple campaigns - Onboarding: Single vs Multiple Campaigns
What tracking solution should I use for implementing the Partnerize tracking?
A - Please refer to the following guide which covers the tracking solutions we offer and work with - Partnerize Tracking Solutions
Are we able to test the tracking solution on a test environment prior to a campaign going live?
A- Yes. Testing the tracking solution on your test environment is absolutely fine. We will provide guidance within the testing instructions on how the test link can be deeplinked to your test environment.
However, we do urge brands to test the tracking solution on the live environment prior to a campaign going live from a technical perspective.
Can we tracking mobile activity on our new/existing campaigns?
A- Yes. We work a number of MMP's (Mobile Measurement Partners) and also provide our very own SDK mobile tracking.
Further information can be found here - Mobile App Tracking Solutions
What dynamic parameters can Partnerize append?
A- Partnerize can dynamically pass through the following parameters:
| Dynamic parameter | Description |
| __CAMREF__ | Campaign Reference |
| __PUBREF__ | Publisher Reference |
| __ADREF__ | Advertiser Reference |
| __CLICKREF__ | Click Reference |
| __PUBNAME__ | Publisher Name |
| __CID__ | Creative ID |
| __REFERRER__ | Referring URL |
| __PUBMETHOD__ | Publisher Promotional Method |
| __CAMPAIGNID__ | Campaign ID |
| __PUBID__ | Publisher ID |
| __COUNTRY__ | Country of the Click |
| __OPERATING_COUNTRY__ | Country the Publisher Operates In |
| __WEBSITE_TYPE__ | The Publisher Website Type |
Customer Onboarding FAQ's
Below are answers to the most commonly asked questions regarding the non-technical elements of onboarding to Partnerize:
General
Can I add the assets myself ahead of launch?
A brand can add its own assets if preferred. Partnerize would advise, at minimum, that the following is reviewed/in place before the campaign is technically live and partners are invited:
Campaign terms and conditions
Campaign default commission
Brand contact email
Force approval period. Note: This is a defined contract term with a designated increment that is governed by the Agreement, Any changes requires approval from Partnerize and an amendment to your contract. Please submit a request to your Customer Success representative for review.
Once the campaign is live, you can then toggle discoverability in Settings > Brand.
Is there any advice on best practice for assets for a global programme?
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Campaign description and T&Cs can be uploaded in multiple languages
Note that Partnerize do not translate these documents on behalf of the brand so the translated versions will need to be sourced by the brand
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Commission rules can be set per country of sale
Note that this is dependent on country data passed in the tracking, so it should be discussed with the Onboarding team before launch
Image creatives can be assigned tags so partners can easily sort through those available, e.g. adding a tag per language of the creative
Partner groups can be created if the advertiser would like to sort partners by region for efficient management of communications, commissions, creatives and reporting
What is our Partnerize sign-up link for partners? How can I update our website to get partners to sign up to Partnerize?
Partnerize offers all brands a dedicated and customizable sign-up page, which potential partners utilize to create their Partnerize partner account and subsequently apply to your campaign(s). Your unique sign-up page will be configured during the onboarding process and provided to your team. You may choose to add the sign-up link to your website to enhance new partner inquiries. Partners with existing Partnerize accounts are not required to create a new account. Instead, they should apply to your campaign(s) via the Campaigns tab within their Partnerize account.
Campaign Terms and Conditions (T&Cs)
What are campaign terms and conditions?
When setting up a new campaign in Partnerize, you may wish to add terms and conditions to inform your partners of your brand guidelines and advise on best practice regarding promotion of your brand.
Are terms and conditions required for my campaign?
Technically, no; however, they are recommended to protect your brand. It is advised to have campaign terms and conditions in Partnerize if you have brand-specific rules that your partners need to adhere to. This also ensures your brand guidelines are clearly documented and accessible to all partners within Partnerize.
All partners must agree to Partnerize’s own terms when they create their account, so these are separate from the brand's own campaign T&Cs, which are strongly recommended to have in place before launch. Our partner terms include, but are not limited to, the use of our software and Partnerize acting as a payment provider for your partners. Partnerize partner terms are available here.
If I want to restrict certain types of partners from my campaign, where do I outline this?
It is recommended to include this in your terms and conditions, listing the types of partners and promotional methods that are not allowed on your campaign. You will have the opportunity to review partners who apply to your campaign from within Partnerize, and you must approve partners before they have access to their tracking link and can begin promoting your brand.
Would our campaign terms and conditions be public-facing or available online?
To view the terms and conditions of a campaign, a partner must have a Partnerize account and view these within Partnerize.
Can Partnerize list campaign terms and conditions in different languages?
Brands are able to add terms and conditions for their campaign in multiple languages; however, it is the responsibility of the advertiser to provide the translated text.
Can you provide an advertiser with default campaign terms and conditions that they may use for launching a new campaign?
A template and best practices guide is available and can be provided during the onboarding process if needed.
What is the recommended course of action for finalizing campaign terms and conditions?
Advertisers are strongly encouraged to consult with their legal team on their final campaign T&Cs, as this document constitutes an agreement between your brand and your affiliate partners.
Commissions
What is a ‘default commission’?
During the Onboarding period, we will ask you to provide a default commission for your campaign. The default commission will apply to any sales where a more specific commission rule on your campaign is not applicable. It is required that each campaign has a default commission in place as a fallback; however, you will also be able to add more specific rules based on filters such as partner, category, date, etc.
How are default and partner-specific commission rates implemented?
The Onboarding team will provide a template for the input of required default commission rates per campaign, alongside rules specific to product/event, partner and voucher code. Training will be provided on how to manage your commission post-launch.
Can I set up commissions on my meta parameters/why can’t I see all my parameters available in the Commissions tab?
Custom/meta parameters must be exposed as commissionable by the Partnerize team before they are available in the Commissions tab. Ahead of launch, please provide the relevant commission rule and parameters in the provided template. For live campaigns, please raise a Support request.
How can non-commissionable products or services be managed within the platform?
It is possible to implement a dedicated rule that automatically assigns a 0% or $0 CPA to transactions involving non-commissionable products, ensuring accurate commission assignment. Please ensure to provide this to your Onboarding team before launch for configuration within the provided template.
How is the basis for a non-commissionable item (e.g., gift card purchase) identified in the platform?
The identification of a non-commissionable item is based entirely on how the relevant value or flag is passed to Partnerize within your tracking integration. For example, a brand may choose to award 0% on all gift card purchases, but one brand may track 'Gift Card' as a category, whereas another brand may configure this using the specific SKU of a gift card purchase.
Creatives/Content
What are the recommended sizes for image creatives (banners)?
Please see the most popular image content sizes below, split by user device type:
- Standard: 300×250, 728×90, 300×600, 468×60, 160×600, 88x31 logo
- Mobile: 300x50, 320x50, 120x20, 168x28, 46x36
What are the acceptable methods for submitting creative and image assets ahead of launch?
The Partnerize Onboarding team will provide you with a template to add the links to your creative assets if they are hosted, or you can email the assets as attachments to our team ahead of launch.
What is a product feed, and what are Partnerize’s requirements?
A product feed is a hosted URL or FTP file which consists of a list of products and their relevant information or promotions. This is most relevant to retail brands that wish to partner with shopping or comparison website partners.
Partners may subsequently integrate the feed into their websites, ensuring that products are displayed to their users along with pertinent product information (e.g., price, stock availability).
Partnerize accepts feeds in the following file formats:
- CSV, TSV or PSV
- XML
- TXT
We will work with your team during the Onboarding period to review any existing product feeds you have and confirm their compatibility with Partnerize.
Will Partnerize convert my feed into multiple formats based on the partners' needs?
The feed will be available to partners only in the format you have provided to Partnerize; for example, if you provide your product feed in CSV format, it will be available to partners in CSV format. If your partners require different feed formats, you will need to create these (either with your internal team or via your feed provider) so they can then be added into Partnerize, ready for launch.
Can I have multiple feeds on one campaign?
Partnerize can support multiple feeds being linked to one campaign. Partners can then choose the feed relevant to them within their Partnerize dashboard. The majority of retail campaigns will only require one feed, which contains all of their products; however, there may be times when multiple feeds are preferred by partners, such as:
- The campaign is global/covers multiple markets, but there is different product availability per country
- The campaign’s products are available to purchase in multiple currencies, so partners require a feed showing the currency related to their audience
Partnerize Access and Settings
How does a new user gain initial access to the Partnerize platform?
Ahead of launch, the Partnerize Onboarding team will provide you with a template to populate with the details of user accounts to create: User emails and the level of access required. Post launch, additional user accounts can be created within Partnerize, and this will be covered within the training.
Appearance and Logos
What are the logo sizes I need for Partnerize?
Dashboard + sign up tunnel - no minimum or maximum size, but we would recommend a rectangular dimension and a logo that is not a combination of white text and a transparent background (as this won’t be visible on the white sign up page)
Brand - 600x600 pixel maximum and must be a square dimension
Campaign - 600x600 pixel maximum and must be a square dimension