Overview
Trackier enables you to easily update advertiser information directly from the panel. Whether you want to modify contact details, assign account managers, or add tags for better segmentation, the platform gives you complete flexibility. You can also manage parent-child advertiser relationships, billing details, and customize signup questions, all in one place.
Steps to update the information
Click on the Manage tab in the Advertisers section on the left side of the panel.
Select the particular advertiser you wish to modify, then click on the three dots on the extreme right under the Action column. You can even delete any advertiser if you want to.
Once you fill out the details in this form, hit the Save button.
Here, you can change your advertiser's username, password, email address, phone number, Skype ID, name of the company, status, address, country, state, city, zipcode, tax ID, and reference ID.
Tags: This option allows you to add different tags to segregate a specific group of advertisers while using the filter option.
Parent Advertiser: In this section, you have the option to select a parent advertiser, allowing them to view the report for the child advertiser.
Please click here to view the child user's report.
Account Manager (Optional): Assign an account manager to the particular advertiser.
Billing company: The name of the company will appear in the billing company where the bill will be generated.
You will see all the recent activities in the timeline and changes made related to the advertiser's information by time and date.
Notes:
All changes are logged in the activity timeline for reference.
Deleting an advertiser may impact associated campaigns and reports.
Parent-child mapping affects report visibility permissions.
Incorrect billing details may impact invoice generation.
Some fields may require admin-level access to modify.
Updating advertiser information in Trackier helps keep records accurate and well organized. Features like tags, parent advertiser assignment, and activity timeline make it easier to manage details and track all changes. This ensures smooth operations with up-to-date campaign information.
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.
