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Partnerize Mobile Application - Partner

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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

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
  • Payments
  • Settings

The mobile app provides a full end-to-end experience, allowing you to manage all aspects of your Partnerize account on-the-go.

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

Sign up

Partners that are not yet signed up to Partnerize can do so through the app, without the need to visit the Partnerize platform.   Follow the multi-step process to create your account, providing  contact and website details, as well as confirming partner details like partner type and vertical.

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Once all details have been entered, accept the terms and conditions, and then click Sign up to create your account.

To find out more about setting up partner and account details, refer to the Settings article.

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.

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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:

  • Dashboard
    • Performance overview
    • Filtering
  • Analytics

    • My performance reporting

    • Chart

    • Program report

    • Filtering

  • My brands
    • View joined programs
    • View program details and commission rates
    • 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
  • Discover
    • Explore available brands
    • Apply to join programs
    • Review and accept invitations to join programs
  • Payments
    • View payment availability
    • Request withdrawals
    • View payment history
    • View payment settings
  • Account Selector and Settings
    • Switch between accounts, if you have multiple accounts under one login
    • Access Account and Partner details
    • 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.

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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.

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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.

 

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The following filters are available 

  • Custom date range
  • Tracked currency
  • View as currency
  • Conversion status
  • Conversion metric

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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:

  1. 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.
  2. Interactive chart. Find an interactive bar chart visually representing the conversions by period.  Scroll through the chart to see period details.
  3. 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.

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Filters

The filters in Analytics are the same as the filters found on the Dashboard.

My brands

The My brands tab allows you to view and search for all your approved programs, including program details and assigned commissions. Additionally, you can view the default tracking 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 My brands from the navigation bar to view a list of all your joined brands.

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Use the search bar to isolate a specific brand. Click a brand to view your joined programs, and brand details such as vertical and promotional countries. 

 

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Select a program to view - you will now see three tabs for the program

  • Tracking Link
  • Commissions
  • Details

link, or configure a custom tracking link.

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.

Configure, copy and share tracking link

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

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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.

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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.

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Commissions

On the Commissions tab, you can see a list of all commissions that have been assigned to you on the program.

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Details

The Details tab displays basic details for the program, including contact details, website address, currency and any attribution tools that are enabled on the program.  You can also view the program terms & conditions from here.

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Discover

Discover is where you can request to join new programs, and review invitations from brands to join their programs.  

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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. 

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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.

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  • 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.

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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.

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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.

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  • To Decline an invitation, click the Decline button, then Confirm that you want to decline on the next page.

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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.

 

Payments

The Payments tab is where you can manage your commission payments, and request withdrawals. You can also view your historic withdrawal requests, and your payment settings.

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The payments tab is split into four sections:

Available to withdraw

The top section shows the amount of funds you have available to withdraw, displayed in your selected View as currency.  From here, you can also request to withdraw funds.  To do this:

  • Click the Withdraw button
  • Select the tracked currency that you wish to make the withdrawal for
  • The bank details associated with the selected tracked currency will be displayed.  If you wish to pay to another account, click Change, and select the payment method to use.
  • When you are happy with your currency and payment details, click Withdraw

Payment status

The next section shows the amount of commission you have earned, and the associated status:

  • Pending - commission that is currently pending advertiser approval
  • Approved - commission that has been approved, but has not yet been included in an invoice
  • Confirmed - approved commission that has not yet been paid by the advertiser

Withdrawal history

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Here you can view the details of your pending and completed withdrawals.  Click on the withdrawal to view further details:

  • Payment reference - the self-bill reference related to the withdrawal
  • Requested date - the date the withdrawal request was made
  • Release date - the date that Partnerize released the funds to your account
  • Status - the current payment status of the request - Pending or Paid
  • More information - shows the currency details and payment method

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Payment settings

This section displays a list of all your existing payment methods; click on a method to see full details of payment currencies, bank account details and if auto payments are set up.

 

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❗NOTE: You are not able to create, edit or delete payments methods in the app, payment method management need to be carried out in the Payment settings section of the Partnerize platform. 

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Switching Accounts

Switching accounts is accessed by selecting the circle at the top left of the page (next to the account name) 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.

 

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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 Partner and Account details
  • Access Help documents
  • Log out of the mobile app 

Partner details

The Partner details tab is where you can view and update your profile details that are displayed to brands looking for new partnerships, and is divided into 3 sections:

  • Partner profile
  • Contact details
  • Preferences

 Partner profile

  • Company name - This is the name that is displayed to brands
  • Profile logo - Add your company logo to stand out to brands
  • Promotional countries - Select countries in which your content is promoted, to help brands identify you as a partner that can reach their target audience. You can add single, multiple of "Select all" countries.
  • Partner type - This is the promotional area in which you work, i.e. Content, Cashback, Influencer
  • Vertical - This refers to the audience area that you promote to, i.e. Travel, Clothing, Food
  • Description - Add a description to give brands a quick insight into what you can offer them.
  • Websites - Add your website address to let brands see your content.  If you need to add more than one website, then
    • Click + Add Website
    • Input the new website address
    • Click Apply
  • Username / Publisher ID - These are created when you first sign-up, and cannot be amended

Contact details

The information displayed in the Contact details section is also visible to brands. The Marketing communications field indicates if you would like to receive marketing communications from Partnerize.  These will only cover product updates, new revenue opportunities, webinars and invitations to events. Select the Marketing communications field and enable or disable the toggle to set your option.

Preferences

The fields in the Preferences section will affect your reporting. 

  • Operating country - The main operating country of your business, this is required for tax purposes.
  • Week Start - This is the start of your business week within reporting features.
  • Default currency - The currency in which your reporting will be displayed by default
  • Contact locale - The locale in which you are located, which defines the language in which we and the Advertiser will communicate with you.
  • Tax details - Depending on the operating country you have set, you will be prompted to add relevant tax details

Your account

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The Your account tab allows you to manage your account settings, and is divided into three categories:

  • Security
  • Personal details
  • Account details

Security

In the Security section, you can change your password and complete your Multi-factor authentication (MFA) setup.  

  • Change password. Click here to change your password.  NOTE: You will need to complete MFA setup first if password protection has been enabled via MFA.
  • Multi-Factor Authentication. Multi-Factor Authentication (MFA) adds a secondary layer of security for login verification and account updates, requiring users to enter a unique security code provided via either an authenticator app, or direct to your email address.  If your MFA setup has note been completed, you can do that here.  Once completed, you will be able to apply MFA verification to app login, Payment detail updates, and changing your email details or password.

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Personal details

In the Personal details section, you can view and update the contact details for your account, including:

  • Name - the name of the account holder
  • Email address - the address that Partnerize will use to contact you
  • Phone number - the phone number that Partnerize will use to contact you
  • Address - the address used by the account NOTE: This address will be displayed to brands

Account details

The Account details section displays the information that was generated at the time your account was created:

  • Account created - The date on which your account was created
  • User ID - the User Id associated with your account
  • Username - the user name that you selected at account setup.  This is the user name you will use to login to the app.

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❗NOTE: You are not able to change any of the information displayed in the Account details section

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Help

Clicking Help will open this Knowledge Base article in your default browser, giving you instant access from your mobile device.

Logout

Click here if you want to logout of the Partnerize app.

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