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Coachmark Guide for Advertiser Panel

Learn about coachmarks in the Advertiser Panel to guide affiliates through dashboards, campaigns, tracking, and key features.

Overview

For new advertisers, navigating the Advertiser Panel can feel overwhelming with its various menus, campaign settings, performance metrics, and reporting tools. Coachmarks simplify this experience by guiding users through the platform, highlighting key features, and explaining their purpose at the right moment.

What Are Coachmarks?

Coachmarks are short, guided tooltips that walk advertisers through the Advertiser Panel step by step. They highlight important sections, such as the Dashboard, Campaigns, Offers, and Reports, providing clear explanations to help users understand how each feature works.

Instead of relying on lengthy documentation or external support, advertisers receive contextual guidance directly within the panel. This makes it easier to navigate the platform, discover essential tools, and manage campaigns with greater confidence and efficiency.

Sections covered by Coachmarks:

  • Dashboard Overview: The first page advertisers see after logging in. It serves as the central hub for viewing important updates, monitoring key information, and navigating to other sections of the panel.

  • All Offers : Allows advertisers to view and manage their campaigns and offers, making it easier to access campaign details and oversee their promotional activities.

  • Reports: Enables advertisers to view recent report exports and event reports, helping them access and review campaign performance data.

  • API: Allows advertisers to generate and view API keys, as well as manage IP whitelisting for secure API access and integrations.

  • Billing: Provides access to generated invoices, allowing advertisers to review and track the billing records.

  • Profile: Allows advertisers to view and update their profile details and change their account password.

Coachmarks provide a quick guided tour of the key sections in the Advertiser Panel, helping advertisers understand the purpose of each section and how to use it effectively.

Why Coachmarks Are Important for Advertisers

Advertisers use the Advertiser Panel primarily to:

  • Manage campaigns

  • Track performance

  • Analyze reports

  • Manage invoices

Coachmarks help advertisers discover essential tools and understand key functionalities from their very first session. Without guided assistance, advertisers may overlook important features or struggle to navigate the platform efficiently.

Impact of Effective Coachmarks

  • Reduce onboarding time for new advertisers.

  • Encourage better use of reporting

  • Enhance the overall advertiser experience.

An effective coachmark setup enables advertisers to confidently navigate the dashboard, analyze reports, and access essential account features from the 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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