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This article will review:
- The Partnerize mobile application navigation
- Dashboard and reporting metrics
- Analytics
- Viewing programs and tracking links
- Configuring and sharing tracking links
- Finding and applying to programs
- Switching accounts and settings
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Index
- Where can I get the Partnerize Mobile Application?
- Partnerize Mobile App Functionality
- Switching Accounts and Settings
Overview
The Partnerize mobile application(app) is a simplified, on the go version of the Partnerize platform, available for existing Partnerize users. The mobile app works on both iOS and Android devices. Some key features are:
- Dashboard overview reporting
- My performance and program reporting
- Program list
- Tracking links
The mobile app offers a more streamlined experience than the web based Partnerize platform. Not all functionality of the web based platform is available in the app.
Where can I get the Partnerize Mobile Application?
Download the Partnerize mobile app from the Apple App Store or Google Play Store. Search for Partnerize and click install.
Partnerize Mobile App Functionality
Log in and Navigation
As the Partnerize mobile app is only for use by existing users, you can log in with the username and password you use for the Partnerize platform on the web.
Once you are logged in, the navigation bar will guide you to different areas of the mobile app. The mobile app consists of the following sections:
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Dashboard
- Performance overview
- Filtering
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Analytics
- My performance reporting
- Chart
- Program report
- Filtering
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Tracking
- View joined programs
- Access the default tracking link for your joined programs
- Configure custom tracking links
- Copy a tracking link to distribute
- Generate short URL
- Share a tracking link
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Account Selector and Settings
- Switch between accounts, if you have multiple accounts under one login
- Access Help and log out
Dashboard
The Dashboard contains different widgets which provides an overview of overall performance activity. The Dashboard is your default view upon log in, and is accessible using the navigation bar. The account is listed at the top of the Dashboard.
The following widgets are on the Dashboard:
Overview reporting
Aggregate performance data by key metric for the account you are using in the mobile app.
- Conversions
- Order value
- Clicks
- Commission
- Conversion rate
- Average order value(AOV)
Click on any of these to see specific performance data.
Joined Programs
Click and conversion active program metrics compared to your total joined programs.
Filters
Preset date filters are clickable along the top of the Dashboard to quickly switch between different dates. The presets are
- 1 day
- 7 day (the default)
- 30 days - last 30 days
- 1 month
A secondary date filter sits below the date presets and is highlighted to show you the date range the data represents. Scroll and click the displayed dates to switch between date ranges. For example, if you clicked the preset date filter of 1 month, the secondary date filter would default to the current month, and the dashboard metrics would show you all activity month to date. You can switch to other months by clicking them from the secondary date filter.
Additional filters are accessed by clicking the filter button in the top right corner of the dashboard.
The following filters are available
- Custom date range
- Tracked currency
- View as currency
- Conversion status
- Conversion metric
Analytics
Analytics provides overview and detailed program reporting as well as an interactive chart. Your partner account will appear at the top of the Analytics page. You will find the following sections in Analytics.
Reporting
Analytics contains program performance in a summary and detailed view. The page is broken down into three main sections:
- My performance. Find performance metrics for your chosen program and the filters you have configured. Clicking any of the summary panels will open a modal with more exact value metrics.
- Interactive chart. Find an interactive bar chart visually representing the conversions by period. Scroll through the chart to see period details.
- Program performance. Find performance metrics for your chosen program and the filters you have configured. Clicking a program will open a modal with exact value metrics.
Filters
The filters in Analytics are the same as the filters found on the Dashboard.
Tracking
The Partnerize mobile app tracking functionality allows you to view and search for all your approved programs. Additionally, you can view the default tracing link, configure a link with a custom destination, pubref, or adref, preview the tracking link, and copy it for distribution. You can also generate a short URL or use the built in sharing functionality to Share your links.
Show Joined Programs
Click Tracking from the navigation bar to view a list of all your programs.
Use the search bar to isolate a specific program. Click a program to view the tracking link, or configure a custom tracking link.
Configure, copy and share tracking link
When you select a program you’ll see the default tracking link. This default link will go to the landing page the brand has set for the program or your partner account. If you distribute your link and a purchase is made through it, you may receive commission.
To improve the experience for you and who you will present your link to, you are able to do the following from a specific program’s tracking page.
- copy the default tracking link
- configure and customize the link
- preview the default or customized tracking link
- generate a short URL - a shortened version of the default or configured tracking link
- share the short URL - share the short URL through other applications on your mobile device
Customize a tracking link by clicking Configure. You can add a publisher reference(pubref) or change the deeplink destination. You can also add an advertiser reference(adref) if you and a brand have agreed on the use of one. Configuring the link will update the tracking link.
Preview the default or configured tracking link by clicking Preview. Click the copy button next to the link to copy it to the clipboard for distribution.
Generate a Short URL to get a shorter version of the link you have configured. This is useful when sharing your link socially or when you don’t want to send out a very long link. If you change the configuration, you will need to regenerate a short link for the new configurations to apply. Due to this it is advised to only generate a shortlink once your configurations are complete.
Share short URL to use built in sharing functionality to share the shortened URL with other mobile applications and audiences.
Discover
Discover is where you can request to join new programs, and review invitations from brands to join their programs.
The page is split into three sections:
All brands
The All brands section is where you can find all of the brands and programs that are available for you to join. Brands will be displayed as cards across the page, scroll to see more, or click See all to view a list of all available brands.
To see more details, click on a brand to view the Brand Card. The card is split into two tabs:
- The Program tab shows you a list of all the brand programs available, with high-level details. Click on a program to see more details. The Program Card is again split into two tabs--Commissions and Details. On the Commissions tab, you can see a list of all commissions that are available to you on the program. The Details tab will display basic details for the program, including contact details, website address, currency and any attribution tools that are enabled on the program.
- The Details tab displays details for the brand, including contact email, vertical, promotional countries and a description. If you wish to contact the brand, you can do this by clicking the envelope icon at the top of the card, to create an email (Note you can also do this from the program card).
Joining Programs
To join a program, click on the brand that you wish to apply to, then check the circle next to the program or programs that you wish to join. Once you’ve selected your programs, click Apply at the bottom of the screen. Before you can join a program, you will need to read and agree to the program terms and conditions, which you can do on the next screen. Tick the box to agree to the terms and conditions, then click the Agree button to apply to join the program.
Invited brands
This is where you can view invitations from brands to join their programs. Invites will be displayed as cards across the page, scroll to see more, or click See all to view a list of all invites.
As with the All brands section, you can view more details of the brand and program by clicking on the invite.
Once you have reviewed the brand and program details you can choose to either Accept or Decline the invitation using the button at the bottom of the card:
- To Accept an invitation, click the Accept button. Before you can join a program, you will need to read and agree to the program terms and conditions, which you can do on the next screen. Tick the box to agree to the terms and conditions, then click the Agree button to accept the invitation.
- To Decline an invitation, click the Decline button, then Confirm that you want to decline on the next page.
Requested brands
The Requested brands section is where you can see all of your pending applications to join programs. Requests will be displayed here until the brand has reviewed and accepted or declined your request.
Note that if you wish to apply to more programs on a brand that you have already applied to, you can do that here by clicking on the brand and following the Joining programs process.
Switching Accounts and Settings
Switching accounts and settings are accessed by selecting the circle on the right of the navigation bar that has your logo or the first letter of your account. When you click the circle, the account selector will slide up from the bottom of the screen. You’ll see all accounts tied to your login credentials. Note that it is typical to only have one account to choose from.
The account that is active is listed at the top of the window and is represented with a blue check mark in the list or accounts. If you have multiple accounts, use the search to reduce the number of accounts that appear in the list. Click an account in the list to switch the active account in the Partnerize mobile app.
The active account will always be listed at the top of the Dashboard.
Settings
Settings are accessed by clicking the cog found in the top right of the account selector. It is next to the name of the active account. From the settings menu you can:
- Access Help documents
- Log out of the mobile app