Add an Offer

To start promoting a product, you have to add an offer — the most important element of the campaign where you describe all the parameters of the future deal. In this guide, you will see how to add it using the Scaleo platform.

Step 1. Prepare the Required Information

To add a new offer, you have to gather some information first. Request it from your advertiser or prepare the information yourself. You will need to specify the following data:

• Offer Title — the name of the product or service you are going to promote.
• Offer Description — a short description of the promoted product or service.
• Default Landing Page — the URL from the advertiser to track impressions, clicks, and other actions you provide for the offer. This is the link where affiliates will send the traffic to.
• Preview URL — the URL that shows a preview of the offer without tracking or other restrictions. This is where an affiliate can see the offer.
• Targeting — the geographical location where your offer will or will not be available.
• Payout — the amount you pay your affiliate for every completed goal.
• Creatives — how the advertisement will look like. It can be a banner (visual ad), an email (used in email marketing), or anything else that includes formats like JavaScript, Flash, etc.

Step 2. Add an Offer to the Platform

Once you have prepared all the necessary data, it’s time to add the offer.

1

In the menu on the left-hand side of the screen, go to Offers > Add Offer.

2

Add basic information about the offer:

• Title — the name of the offer.
• Image — upload an image from your computer.
• Status — Active/Testing/Inactive. Select the “active” status to make the offer go live immediately, “testing” status just to try how the system works and test it, and “inactive” status to disable the offer for now.
• Advertiser — select an advertiser for this offer from the drop-down menu.
• Featured offer — check this button to mark the offer as featured. Featured offers are usually paid a higher rate or have a limited offer. These offers will be highlighted to the affiliates on the Dashboard.
• Offer visibility — Public/By Request/Private. If you choose “public”, all the affiliates will see the offer, “by request” — affiliates will have to send a request to see the offer, “private” — the offer will be visible only to certain affiliates.

3

Add Offer Landing Page — Default Landing Page and Preview URL.

4

Add the Offer Goal. A goal represents a completed activity, called "conversion", that your affiliates are paid for. You can read more about the goals in our guide here.

• Goal Title — Name your goal. For example, Purchase, App Install, Registration.
• Goal Type — CPC (Cost per Click), CPA (Cost per Action), CPL (Cost per Lead), CPS (Cost per Sale), CPI (Cost per Install).
• Revenue — the amount that the advertiser pays for every completed Goal.
• Payout.

If you want to learn more about these features, please read the Offer Goals article.

5

Add Additional Information

• Tags — keywords that help search the offers. You can edit your tags in Administration > Settings > Lists.
• Description — details of your offer provided by the advertiser or any other information that can help your affiliates.
• Currency — you can choose from seven commonly used currencies. Keep in mind that currency cannot be changed in the future.
• Time Zone — specify the time zone you work in.
• Expires — check this button if your offer has an expiration date. On the day the offer expires, its status will automatically be changed to “Inactive”.

6

Click the Add button. Your offer is now added and you can edit targeting, add creatives, additional links, and other parameters. Go to Offers > select your offer from the list > select the necessary parameter to add or change.

* Fields marked with a red asterisk are mandatory.

Step 3. Place Postback/Pixel on the Advertiser Side

After having created the offer, install a postback or tracking pixel on the advertiser’s side. This is a piece of code you add to the target page layout.

1

First, you have to copy your postback or tracking pixel. You can find it on the Offer page, Conversion Tracking section. If you want to learn more about goals settings or tracking types (S2S, Client side-tracking), check Conversion Tracking article.

2

Once you have copied the postback or tracking pixel, send it to your advertiser or paste it into the conversion page on your website.

3

Depending on your goal, place the tracking pixel or postback on the conversion page. This is the page that is displayed to the user once he has completed the conversion. For example, he completed registration or made a purchase. Most likely, this page would be a “Thank you" page or “Your order is complete" page.

4

To get accurate statistics, please place that piece of code at the top part of the page. Why is it so important? The user may leave the page without scrolling down to the end. The best place for it is after the <head> tag, if it doesn't break the page layout.

5

Once you’ve placed the tracking pixel or postback on the conversion page, you can test the offer.

Step 4. Test the Conversion Tracking

Having placed the tracking pixel or postback on your conversion page, you can test the offer to make sure everything is set up perfectly.

1

Find the affiliate ID on the Affiliates page. The number before the name is the affiliate ID.

2

Next, open Offers > select your offer in the list > Tracking > Generate Tracking Link. Select the desired Affiliate from the list.

3

Copy the tracking link. Now, your link will look like this: https://yourcompany.scaletrk.com/click?o=5&a=1

4

Open the link in your browser. If you did everything right, you will see your conversion page.

5

Once you open the conversion page and the test is successful, you’ll see the conversion on the dashboard and in the Reports section.

• To check this, go to the Reports page. You should see a table. In the Approved Conversions > Qty column you will see the conversion.

  

• Also, you can check the conversions in Dashboard > Approved Conversion.

  

6

If you don’t see the conversion, please contact us for additional assistance.