At a Glance: Launching your partner program on Trackier means streamlining the onboarding, tracking, and communication processes for your affiliate partners. This guide will walk you through the essential steps needed to set up and manage your partner program on Trackier.
1. Team Members Accounts & Roles
Every individual in your organization requires a user account to access the Trackier panel. To control access and assign specific permissions, you can define roles that determine which sections of the panel each user can access.
Admin & Team member Profile: Make sure all team members have their own accounts with the correct access levels.
Define Roles & Permissions: Assign roles to control what features each user can access.
Sub-admin Roles and Permissions
2. Domain Setup
Tracking Domains: Configure your domains to accurately capture click data.
Login and Postback Domains: Configure your domains to accurately capture click and conversion data.
Adding Login and Postback domainsSMTP Domain: Set up SMTP domain to auto-send emails to partner and team members about platform actions, then enable notifications.
3. Partner Signup & Onboarding
Customized Signup Forms: Design your partner registration form to capture all necessary details from prospective publishers.
Sign-up Form customization
Set Terms & Conditions: Clearly outline your program’s terms to set partner expectations from the start.
Adding Terms & conditions URL
4. Communication & Notifications
Email Integration: Connect with your partners using integrated email solutions (such as SendGrid or Mandrill) to send automated notifications.
Set Up Email Notifications
Email Templates: Develop personalized email templates for different stages of the partner journey.
Customize Email Templates
5. Payment & Billing Setup
Billing Settings: Establish payment structures, including invoicing and billing cycles, to ensure timely partner compensation.
6. Branding Your Trackier Panel
Customize Logos & Color Schemes: Make sure your panel reflects your company’s brand identity. Upload your company logo and adjust the color scheme to match your brand.
Panel Layout And Links
7. Critical Security Measures
You need to make sure you're doing all that you can to protect your data and other sensitive information. Use these built-in features.
Implement Strong Password Policies & Two-Factor Authentication (2FA)
Secure your accounts and API access by setting up 2FA and password protocols.
Two-factor AuthenticationIP Whitelisting & API Keys: Limit access to your API by managing IP addresses and generating secure API keys.
Whitelist IPs and generate API keys
8. Getting Started Collection
Dive Deeper Into Setup Guides using the Step-by-Step Resources: Explore our comprehensive “Getting Started Articles” series to learn about campaign setup, partner onboarding, and more.
9. Educational Videos
Visual Guides: Access our video library on YouTube for detailed walkthroughs on setting up and managing your Trackier panel.
Trackier YouTube Channel
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support Team or using the in-platform chat feature.
