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On the Sidebar Menu go to Deals > Manage Deals. Click on Add Deal
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Set the popup window with the basic details of the new deal
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Deal name (if you keep it empty will generate an automatic name)
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Search Affiliate if you want to assign the deal to a specific affiliate
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Deal Default Affiliate Role to choose the affiliate role the deal applies to
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Currency to get your currency (e.g., USD)
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Period to select how often commissions are calculated (e.g., Monthly)
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Even if the deal is assigned to the affiliate, the deal will not be active until it is associated with a campaign
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Click on Next
Qualifying Conditions
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Use Qualifying Conditions if you want to set a qualified FTD will be needed to meet in order to receive the commission. Once settled is needed to use as CPA or qualified FTD in the deal formula/conditions in order to use it
The Qualified FTD is configured in Performance Params section, but setting up this condition will override for the specific deal the QualifiedFTD to applied
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In case the affiliate does not meet the Qualifying Condition, they do not receive the commission. This condition is not a barrier to enter the deal, could leave it empty
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Click on Select Parameters and choose QualifedFTD. The Parameters refer to the key actions performed by customers using your website as QualifiedFTDs (First Time Deposits)
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Click on Add new condition Parameter button. Specify what must happen for the deal to be applicable, such as a minimum number of FTDs or a specific number of SignUps. This defines the threshold that your affiliate must meet to become eligible for commission. A new window will appear with a drop-down menu to choose between available parameter groups
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Select a field (such as parameters)
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Next, select a specific parameter (for example,Signups)
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Click Save to update the qualifying conditions section with the new parameters
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Two subsections will appear under Conditions Parameters. This section will display the conditions you have chosen.
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Click the + icon to add new conditions and follow the same procedure as adding a parameter. Select a field.
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Click the x icon to remove a condition.
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Logical operators allow you to set the relation between And/Or for the conditions settled
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Select AND to qualify, the affiliate must meet all of the standards. For example, FTDs >= 0 AND SignUps >= 10 indicates that the affiliate must meet both criteria to qualify for compensation.
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Select OR the affiliate is only required to meet one of the standards. For example, FTDs >= 0 OR SignUps >= 10 indicates that the affiliate will be eligible for the promotion if they match any of these criteria.
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The Target function will disaggregate in a tree structure the subconditions. Once the initial criteria is met, the subconditions will begin calculating the affiliate's activity.
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Click on the Tree Structure Condition icon. This adds another layer of complication to determining when an affiliate qualifies for commissions. .allow you to combine numerous conditions.
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Subconditions help to guarantee that many tiers of performance are met prior to paying commission
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Periodic Deals and Per Customer Deals Differentiation
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The Periodic Deals section allows you to create recurring deals based on specific intervals, such as monthly or weekly. These deals are ideal if you want to reward affiliates or IBs for meeting a certain goal.
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The Per Customer Deals section allows you to apply deal structures on an individual client basis. These deals track the activity of each customer and apply specific conditions and formulas depending on that customer's actions.
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Conditions: these are the "if" statements that set the rules for when the deal will apply. They specify what an affiliate must do (e.g., achieve a certain number of clicks, reach a certain amount as an FTD) to qualify for compensation. Essentially, the condition is what must be acquired or reached in order to trigger the deal
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Formulas: once the condition is met, it describes how the compensation is calculated based on the achievement of the condition. This could be a percentage or a specific amount based on a parameter
Periodic Deals
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Go to the Periodic Deals section to apply conditions and formulas on a regular basis (e.g. monthly, weekly). For example: a 10% of deposits when they bring in more than 100 Clicks monthly
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With the Conditions you set what the affiliate needs to meet in order to qualify for the deal (e.g., condition could be reaching a certain number of Clicks, SignUps or amount of deposits)
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Under the Conditions column, click on the + icon to create a periodic deal, a new window will appear.
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Select a field (such as parameters).
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Next, select a specific parameter (such as click).
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Define the numeric value (for example, 100 clicks).
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Click Add Condition
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While the popup window is still open, you can add another condition. Repeat the process and press Add Condition. You can add as many conditions as you need
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When a condition is added, it will appear at the bottom of the window.
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Click the pen icon to modify a condition
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Click the trashcan icon to remove a condition
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Once you have finalized your conditions, click Save, and the section will be updated with the chosen conditions
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Is possible to set the Periodic Deals under a tree structure. Click on the Tree Structure icon to set others conditions
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You can create as many Conditions as needed. Under the Default Condition or separately, which means you can disaggregate a condition or add another layer of complication to determine when an affiliate address for commission.
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With the Formula, once the conditions are met, the formula defines what the affiliate will receive as compensation (e.g., if the affiliate reaches the condition (100 clicks), the formula could be a 10% commission on the total deposits)
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Add Formula to Periodic Deals. Each Subcondition (each row) has its own Formula.
The condition creates the criteria of the commission and the formula determinates the amount of the commission.
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Click on the + Add Formula button to add Formula , a new window will appear.
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Select a field, between Parameters or SymbolCategory
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Select Parameter or Parameter Value and parameter.
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Set de Default Value (defined by amount or percentage)
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Once you set all parameters up, click on Save
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Click on Copy From Above if you want to apply the same formula as the row above
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To calculate the right commission, formulas and conditions must appear on the same line. The system will apply the commission based on the criteria and formula specified in the same line
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To assign delas to an Affiliate/IB follow up the step-by-step described below on subsection 3.4 Assign a deal to an Affiliate/IB
All assigned deals to be effective must to be applied to a campaign
Per Customer Deals
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At the bottom, find the Per Customer Deals section. The structures are applied separately to each customer. They track each customer's activity based on the circumstances and parameters that are specified into this section
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The Condition will refer to a specific criteria tied to each customer’s behavior (e.g., it might be based on the total amount of deposits a particular customer makes, or whether they’ve completed a SignUp)
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Under the Conditions column, click on the + icon to create a Per Customer Deal. A new window will appear.
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Select a field, between Parameters, Customer Attributes, Geo and Country
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Select a Specific Parameter
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Define the Numeric value (for example, 500)
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Click Add Condition
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For Edition, click the Pen icon to modify a condition.
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For Deletion, click the trashcan icon to remove a condition.
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Once you have finalized your conditions, click Save, and the section will be updated with the chosen conditions.
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While the popup window is still open, you can add another condition. Repeat the process and press Add Condition. You can add as many conditions as you need
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Is possible to set the Per Customer Deals under a Tree Structure. Click on the Tree Structure icon to set others conditions
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You can create as many Conditions as needed. Under the Default Condition or separately, which means you can disaggregate a condition or add another layer of complication to determine when an affiliate address for commission.
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Once the conditions for a specific customer are met, the Formula determines what the affiliate will earn (e.g., a percentage of the customer’s deposits or any other metric tied to the customer’s activity)
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Add Formula to Per Customer Deals.
Each Subcondition (each row) has its own Formula. Select a specific parameter
The condition creates the criteria of the commission and the formula determinates the amount of the commission.
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Click on the + Add Formula button to add Formula , a new window will appear
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Select a Field (such as Parameters)
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Select a Specific Parameter (such as Deposit).
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Set de Default Value (defined by amount or percentage) that represents the commission for
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Once you set all parameters up, click on Save
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Click on Copy From Above if you want to apply the same formula as the row above
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To calculate the right commission, formulas and conditions must appear on the same line. The system will apply the commission based on the criteria and formula specified in the same line
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Once all conditions, parameters, and formulas are configured, you can save the deal. Ensure that all the conditions align with your campaign goals and affiliate requirements before finalizing