This article will cover:
Why Is Generating Tracking Links in Batch Important?
Our customers—often operating as intermediaries—are responsible for distributing tracking links to affiliate partners and ensuring tracking is set up on the advertiser side with pixels. This dual responsibility can be challenging, especially while balancing new and existing relationships. In both cases, ensuring the links match the correct payout structure and are quickly accessible is critical for smooth operations and revenue tracking.
Where Can I Generate Links In Batch?
CAKE's batch workflow feature for generating links is launched from either the Affiliate Grid or Offer Grid. This allows users to handle multiple different 1-to-many and many-to-many scenarios. For example:
- Use the Affiliate Grid when you need to generate links for multiple affiliates running a single offer
- Use the Offer Grid when you need to generate links for multiple offers a single affiliate is running
- Use your preferred grid when you you need to generate links for multiple affiliates to multiple Offers.
What Are The Best Practices For Bulk Generating Tracking Links?
Tags are a powerful yet under-appreciated tool for enhancing workflows in CAKE. They are particularly effective in batch situations—allowing for the grouping of affiliates or offers for simultaneous updates, link creation, or management.
For Example:
- Create a "New Sign Up" affiliate tag and use it to filter the Affiliate Grid for all new partners who are eager to launch.
- Create a "Top Performers" offer tag and use it to filter the Offer Grid for the campaigns that continue to be a success.
- Use the Apply Tag/Remove Tags buttons in the Affiliate and Offer Grids to add/remove any new tags en masse.
Use existing Mass Create and Mass Edit tools to ensure all the required entities already exist in the system and are appropriately updated before running batch.
For Example:
- Use the Add Multiple Campaigns wizard to ensure all the affiliates already have a connection to the offer(s) they need.
- Use the Edit Multiple Campaigns wizard to ensure any new payout adjustments get reflected before links are sent out
Note:
A Campaign must already exist in order for CAKE to batch generate the links. If one does not exist in the selections you have made, an error message will appear in the bottom left of your screen saying "Information : No Data"
How Do I Generate Tracking Links In Bulk?
To generate tracking links in bulk, follow these steps:
- Navigate to the Affiliate or Offer Grid
- Optionally use the grid filters such as Affiliate/Advertiser Manager, Tags, Status, or Price Format to refine your search results
- In the grid, Check the box next to each of the applicable affiliates/offers
- Click Batch to launch all bulk action options
- Choose Deliver Tracking Links option
- Click Next to move to step 2
- Select a single offer, all offers associated with an advertiser manager, or all offers using a specific offertag. When launching batch from the Offer Grid, the filter options are single affiliate, affiliate manager, affiliate tag
- Optionally select Include Creatives to have a link generated for any directed campaigns with creative exceptions.
- Click Next to move to step 3
- Review the summary to ensure accuracy
- Click Finish to begin the file creation
- Click the Download Now hyperlink to access and save the file locally
FAQ
Will this tool create the campaigns if they do not already exist?
No, this initial version of Batch Generate Links will not auto-create campaigns. The campaign must exist in order for the file to generate.
Can I add additional columns to the file?
Today, these are the default column headers for the file however, we are always looking for ways we can enhance our users experience. Please share your business use-case as a feature requests on the CAKE Idea Portal for our Product Team to review.