---
title: 5.7 Advertising & Product Configuration
description: Advertising & Product Configuration
---

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1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en)
2. [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en)
3. [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction)

# 5.7 Advertising & Product Configuration

 

<https://track360.gitbook.io/track360/section-5-settings/editor-3/5.7-advertising-and-product-configuration#a-dvertisers>

Changes made in this section will affect the entire format and configuration of your platform. Please proceed with caution.

For modifications or additions to specific settings on Advertisers or Products, contact your Support Team Members to ensure proper handling and avoid unintended changes.

Advertisers

- **Advertisers** whether your company or other entities can manage affiliate marketing through the platform.
- Navigate by the **left Sidebar Menu** and click on the **Settings \> Advertisers & Products \> Advertisers**
- Use the **Filter** bar on top of the Advertisers Management to Search:

    - By Advertiser ID or Name
    - By Status
    - By Verticals (as industries or market segment)
    - Set the amount of advertisers to list.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf--bJeh94KU2oiYvErASBAvjBO1hURFOr10T4gz1ExPEOhx0vlLGo4SO0RdFpz4UrqgeUuEH6fWxTGAd1yRU5jqsmvy5fdW6jnW3bJFsilH5pNUHkBgrekyumY6sByFDtAehC_Ew%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=977522e9&sv=2)

- The **Advertisers Panel** will describe:

    - Set a **Priority** number
    - **Advertiser ID** and **Name**
    - **Company Name**
    - **Location**
    - **Status** of the Advertiser (active, inactive or all)
    - Vertical (industry sector)
    - **Latest Updated date**
    - Use the **Edit** Icon on the rightmost of the desired row to modify the characteristics of the advertiser.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeBSNclgmHtBhYXOyxmcvrHpU6Uqalw4nYz0-dT7Z-r2wMXxaQfl7dkcMbSrNdn3-ec6BJOlf-MPIdhVuIISGcR8FVM56EwhXhSCngzSTqOVDR4AO-Jgkk_RKIpO_Z92ooxvEqm%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=8c272ac7&sv=2)

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcRS5rcWLd_YOfb_nwp4UsI4m2qmBjTom_7f_YF5lh2XeDIvXWX4O5aYASbDhHjUUeYMtYl9TR5eogY7rCIsHQ2fl3ZDYPYYSVmdPEfjLlltJlf5HirCZOs5pachP4JM2YLe_a7Jg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=1f724c05&sv=2)

- Using the **Add Caps / Set Caps** button per row, you can set limit constraint Parameters to the desired Offer. A popup window will appear:

    - Add Parameter clicking on the plus icon on the top right corner of the window
    - Choose the **Performance Parameter**.
    - Choose the **Cap Period** between Daily, Weekly, Monthly and All time
    - Determine the **Cap value**
    - Click on **Add Cap**
    - Once saved, use the **Edit** button to edit the Parameter or the **Delete** Button to delete it

 

If there is not visible the Performance Parameter that you are looking for, please contact your Support Team Members to add it

 

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXevOS1v7ix7bhvZV9umks_EGatWVvqCWFPv62cF9hz7BDMEXTMocYyDuNy7qQJ8SzKcqH3ZF5dtUwskAJMGW50pUMpHPx0xl_cYEnjVB3dv_I5aTcs19RbJejF1TPxythTorhy1Uw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=6119f831&sv=2)

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2F4110691288-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F1iHXZgeTSXZwHDnWa5S8%252Fuploads%252F01E56IzC3AZTFCFmxjYL%252Fimage.png%3Falt%3Dmedia%26token%3D586f8e8f-0f5e-4724-a5c7-67304b625121&width=768&dpr=4&quality=100&sign=941d01c9&sv=2)

- Use the **New Advertiser** icon on the top right corner and a popup window will appear to set the new parameters

    - **Name** of the advertiser
    - Select on the drill down box of **Verticals** the related industries that the advertiser applied.
    - If the advertiser is or not **Active**
    - Set a **Priority**
    - **Company Name**
    - Add a **Description** of the advertiser
    - Related **Website**
    - Set the **Countries** where applied. Also possible to add **State** and more Geographic information.
  
  ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdWhZct007Qhjx-dHmG7ctSMJPrKqRx1U0_11_51F9-qi3qUVDz6uHMYK2VbmXbdcw5xt-xkroFXIqcDylmG-FECE0tamfpK0cprfnwA6HwujL2lF6LFDl8rIEl6ALXGbD9yghg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=c25c7199&sv=2)
- Use the **Download Advertisers** icon on the top right corner to download the available Advertisers on a compatible **JSON File**

<https://track360.gitbook.io/track360/section-5-settings/editor-3/5.7-advertising-and-product-configuration#products>

**Products**

- Create **Products** as URLs or offers which affiliates will promote.Used for affiliates referring to other affiliates (master-subaffiliate structures). They act as the core promotional items to create marketing tools for affiliates, tied to specific campaigns, landing pages, or deals
- Navigate by the **left Sidebar Menu** and click on the **Settings \> Advertisers & Products \> Products**
- Use the **Filter** bar on top of the Advertisers Management to Search:

    - By Product ID or Name
    - By Advertiser
    - By Status
    - By Verticals (as industries or market segment)
    - Set the amount of advertisers to list

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd_6_I4KrGZU3Bsgrz161sPgu-Od9iV-VB49P3TJZnV72x0Q82KslTkD2SqI2Gy_5BHudbDtk6xLrSMPggWOLkksYU38Zp2wzdZYJQrmq6ts77QJsdBGJfN-Zmy8mJe1dVgmEnjWg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=45de0c17&sv=2)

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2F4110691288-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F1iHXZgeTSXZwHDnWa5S8%252Fuploads%252FjZSu3vvJr8BWsTFzwSdE%252Fimage.png%3Falt%3Dmedia%26token%3D93f77497-4b18-4a20-b75b-cff1ba7e0c34&width=768&dpr=4&quality=100&sign=cecf74c8&sv=2)

- Using the **Add Caps / Set Caps** button per row, you can set limit constraint Parameters to the desired Offer. A popup window will appear:

    - Add Parameter clicking on the plus icon on the top right corner of the window
    - Choose the **Performance Parameter**.
    - Choose the **Cap Period** between Daily, Weekly, Monthly and All time
    - Determine the **Cap value**
    - Click on **Add Cap**
    - Once saved, use the **Edit** button to edit the Parameter or the **Delete** Button to delete it

 

If there is not visible the Performance Parameter that you are looking for, please contact your Support Team Members to add it

 

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXevOS1v7ix7bhvZV9umks_EGatWVvqCWFPv62cF9hz7BDMEXTMocYyDuNy7qQJ8SzKcqH3ZF5dtUwskAJMGW50pUMpHPx0xl_cYEnjVB3dv_I5aTcs19RbJejF1TPxythTorhy1Uw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=6119f831&sv=2)

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2F4110691288-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F1iHXZgeTSXZwHDnWa5S8%252Fuploads%252FJMEGNyYrfplhjPyKRU87%252Fimage.png%3Falt%3Dmedia%26token%3D61885707-ec1e-478a-90c4-ce310e94ba5a&width=768&dpr=4&quality=100&sign=c0f2d7c9&sv=2)

- Use the **Download Products** icon on the top right of the filter bar to download the available Products on a compatible **JSON File**
- The **Products Panel** will describe:

    - Set a **Priority** number
    - **Product ID** and **Name**
    - If a **Default Deal** is settled
    - **Status** of the Product (active, paused or deleted)
    - If the Product is or not **Private**
    - **Date** of Product creation
    - **Edit** option (pencil icon) to edit the desired Product
    - **Delete** option (trashcan icon) to delete the desired Product

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXePkpjRgnY_UaJqLVq6bG8LE1rwiToH1S3DIx838kKTX-MhBLlv05Kvt1PnjoCafzFk_SByd8LLaa5Krxtp9Ia3MUcanNL5XjxZNIZfq9NKTQTFXIfp1AsQaMltmHpgHj_CQPANtA%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=39ee0fcc&sv=2)

- Use the **New Product** icon on the top right corner and a popup window will appear to set the new parameters

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfwijbwD5BYgaeY_eOltVyfXbZFYkSCY76r0cIbtiCNudRg1aT8dNdQ8fWJVYp7uOeV2TImapGOglOJDJ5BSE5h2SLXpap7u_8uQAOqbc2uQ9NKJYnuMtNcN73CuI_bsno4b_Z4kg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=e1fc4407&sv=2)

- Complete the **Product Settings** tab with the general details of the new Product

    - **Name**
    - **Advertiser** reference.
    - **Description** of the new product
    - **Vertical**, with all relevant industries where the product applies
    - Set a **deal**
    - **Status** of the Product (active, paused or deleted)
    - Set a **Priority**
    - **External ID**, in case is necessary integration with an external system.
    - **Target URL Terms** to determine a keyword to refer an URL without product to this specific product.
    - Select **Landing Pages patterns** and a **Landing Page fallback default ID**
    - Choose if the Product is or not **Private**
- Complete the **Product Urls & tracking patterns** tab with specifications of URLs and the **Languages** and **Product**

    - Determinate **Language (initials)** to redirect to a specific URL
    - Determinate **Pattern names** (as Home Page, VIP Page, etc) and design a **pattern to assign the tracking variable**

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd_F5MV-2HfAoTgWBGXNhD3gpFoDGhSd6p7J8kuZSHzlzBgTMraxTlemLnsjdQ103jZeMxqA5zIvjy48vdgLx0YltWqpNVbx4Yo54rBw-q4-K6a7WXwypvyQkZVqVu889zjclohjw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=c7372c6c&sv=2)

- Complete the **APIs input/output** tab with specifications of URLs and the **Languages** and **Product**

    - Determinate **Product APIs** to integrate the affiliate program with external CRMs.
    - Determinate **Product ETLs Configuration** to integrate the advertiser data structure to the platform.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdIn6jrtdEGQlWuOzxpbTD0B43kien2ZmECaZEFt7BjXCQXIgwBXjODLzYLWbLuAXlOr5uqUKvMPY2asdDHKZ5jwapVKxRzpAcPzDFA9F4UGCPtdvZPj0gn70hFc2JWUj3oEdXAgg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=60eaafd2&sv=2)

<https://track360.gitbook.io/track360/section-5-settings/editor-3/5.7-advertising-and-product-configuration#refer-a-friend>

**Refer a friend**

- **Refer a Friend** is a link for customers referring to new customers. The program works similarly to affiliate programs
- Navigate by the **left Sidebar Menu** and click on the **Settings \> Advertisers & Products \> Refer a Friend**
- Includes **encryption, deal structure, and unique referral URL**

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd8HCgFM7D0OOVNFrYDGHjoXw-eeX0ZFprcXHFM-WBCSxX0kvnKDppoYEw_Ks4Su6_2wlJGVYCer0v91I5HN2UrgrTNM1WVNJB0iYXkDdbr3FD5lBc9APXWdCmipfqTTcelprBXqA%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=ae492474&sv=2)

- On the **Refer a Friend Settings** you will find enlisted the available links, which details:

    - **Product ID** related
    - **Refer Affiliate ID**
    - **Default Refer a Friend Deal**
    - **URL**
- Use the **Edit** option (pencil icon) on the right side of the row to edit the link and details

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXelW8UVbFRbLcmjhKvXhgPWvV8TeZko4SVfXiDGO-tiT7Jw6SuDEMH7bljIzSPRJetU63zxj9f0p-drBD1Wl_eNEqU82YPoqulbq_-vZBZi9qPK_QtG0JyBH5DH1aO2H9tZkc12vg%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=ed8f07a0&sv=2)

- Use the **Edit the Code option** (\<\> icon) on the right side of the row to modify the link adding:

    - The HTML to use it in external system
    - Change the **Customer ID** and **Encrypted Customer ID**
    - Change the **Language**
- Use the **Delete** option (trashcan icon) on the right side of the row to delete the selected referral link.

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd7v1WZEB1k5YT6oTZ013pcniw198X0fgq-VtqBXWbQMGcKqYDu9tqbwK1yHoReM3a2U-0Za2MptHCoHrLObXT4Wl-D1zbszA0zN8q3ABrfaWLL3kg30FBVPcTaExao2qOpRc1XZw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=e8d1939b&sv=2)

- Use the **Add Refer a Friend to Product** button to create a new link associated with a particular Product. A popup window will appear to set:

    - Associated **Product**
    - **Affiliate** Related
    - **Default Refer a Friend Deal**
    - **URL**
    - **Encryption Method**, selecting a product for which you would like to set refer a friend
    - **Description**

- [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content)

    - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360)
- [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content)

    - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction)
- [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content)

    - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction)
- [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content)

    - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction)
- [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content)

    - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)
    - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction)
    - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction)
    - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction)
    - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction)
    - [DNS Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#dns-introduction)
- [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content)

    - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction)
- [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content)

    - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction)
- [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content)

    - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction)
    - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction)
- [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content)

    - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction)
- [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content)

    - [Integrations Introduction](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#integrations-introduction)

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