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Coachmark Guide for Publisher Panel

Learn how to configure coachmarks in the Publisher Panel to guide affiliates through dashboards, campaigns, tracking, and key features.

Updated over a week ago

Overview

For new affiliates, the panel can feel overwhelming with so many menus, metrics, and settings to navigate. Coachmarks solve this by highlighting exactly where things are and explaining what they do, right when you need it. Think of them as a friendly built-in tour guide that helps you learn the platform step by step and use it with confidence from day one.

What Are Coachmarks

Coachmarks are short, guided tooltips that pop up inside the Publisher Panel to help new affiliates navigate the panel. They walk users step-by-step through important sections like the dashboard, campaigns, and reports, providing clear guidance to explore and understand the panel with ease.

Instead of sending users to long documentation, coachmarks deliver help right when it's needed, making things easier to understand and reducing the need to reach out to support.

Video to watch:

It provides a quick guide for the following sections in the panel:

  1. Dashboard Overview: The first page affiliates see after login. It’s your main control centre, where you can quickly see important updates and navigate to other sections.

  2. All Offers under Campaign: This section shows all approved campaigns. It’s where affiliates find the best offers to promote and engage with.

  3. Performance Report under Reports: Shows how your campaigns are performing. These insights help you understand what’s working and optimize your strategy.

  4. Smart Link: A single link that makes sharing campaigns easy and helps track clicks and conversions effortlessly.

  5. Profile under Account: Keep your personal and account information updated to ensure smooth communication and access.

  6. Transactions & Invoices under Payment: Check your earnings, track transactions, and view invoices in one place for easy payment management.

  7. Facebook, Postback, and Google Ads Integration: Set up the postback for integrations to automate tracking and improve campaign management.

Why Coachmarks Are Important for Affiliates

Affiliates log into the Publisher Panel primarily to:

  • Monitor performance

  • Access campaign links

  • Track conversions

  • Optimize traffic

Without guided assistance, they may overlook important features. Coachmarks ensure that affiliates are aware of essential tools and functionalities from their first session.

Impact of Effective Coachmarks:

  • Reduce onboarding time

  • Improve feature adoption

  • Increase campaign participation

  • Improve overall affiliate experience

Coachmark setup ensures affiliates can confidently navigate the dashboard, access campaigns, configure tracking, and analyse reports from the very beginning of their journey.


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@trackier.com or using the in-platform chat feature.

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