This article will cover:
Why Is Batch Removing Important?
Over time, networks accumulate affiliates, offers, or tags that are no longer relevant. Whether it’s removing inactive affiliates, expired offers, or outdated tags, batch removal helps keep your system clean and accurate. A streamlined environment reduces clutter in reporting, prevents errors when generating tracking links, and ensures teams only work with the most current and useful data.
By handling these removals in batch rather than one by one, CAKE users can save significant time and reduce manual mistakes!
What Are The Best Practices Before Bulk Removing?
Batch removing is powerful, but with great power comes great responsibility. Here are some best practices to keep in mind before removing your entities:
- Narrow down results with filters: use the status, manager, "No Traffic Since," or the various other filters in each grid to refine your results before running a batch removal.
- Leverage tags strategically: Group affiliates or offers under specific tags (e.g., Inactive, Expired) so they can be quickly located and removed in bulk.
- Run reports before removal: Export lists to confirm you’re removing the right affiliates, offers, or tags.
- Communicate internally: Ensure your team knows what’s being removed to avoid confusion or unintended gaps.
Note:
If you accidentally remove affiliates, offers, or tags, please reach out to your CAKE Account Manager or the CAKE Support Team (support@getcake.com) to have the items restored from our backend.
How Do I Batch Remove Affiliates & Offers?
CAKE’s batch workflow allows users to manage removals directly from the Affiliate Grid and Offer Grid. To remove affiliates or offers, follow these steps:
- Navigate to the Affiliate or Offer Grid
- Optionally use the grid filters to refine your search results
- Check the box next to each row of the applicable affiliates/offers
- Click Batch to launch all bulk action options
- Choose Remove Affiliate/Offers option
- Click Next to move to step 2
- Validate the total count of affiliates/offers matches the amount being removed
- Click Next to move to step 3
- Review the summary to ensure accuracy
- Click Finish to schedule the deletion request. CAKE will notify you in the bottom left corner of your screen and will execute the job in the background. Generally, the job runs immediately but can be delayed for up to several minutes.
Note:
Removing affiliates will remove all associated campaigns and affiliate contacts while removing offers will remove all associated campaigns and creatives.
Where Can I Batch Remove Tags?
Unlike affiliates and offers that use the Batch interface, tags are removed directly from their grid. To batch remove tags, follow these steps:
Navigate to Setup main tab
Navigate to Other Lists sub tab
Locate the Tags grid
Optionally filter results for advertiser tags, affiliate tags or offer tags
Check the box next to each tag you wish to remove
- Click Remove then Yes to schedule the deletion request. CAKE will notify you in the bottom left corner of your screen and will execute the job in the background. Generally, the job runs immediately but can be delayed for up to several minutes.
FAQ
Will removing affiliates or offers delete historical data?
No, historical reporting will remain intact. Removal only affects active use of affiliates, offers, or tags in the platform.
Can I undo a batch removal?
Not directly. Contact the CAKE Support Team if you need assistance restoring any accidentally removed entities.