Managing Advertisers in CAKE

This article will cover the following:


What Is an Advertiser in CAKE?

In CAKE, an advertiser is a company or individual who wants to promote their products or services through your network. Advertisers own the offers that affiliates promote — they're the brands or clients on the "buying" side of your network.

Note:
Advertisers in CAKE are separate from affiliates. Advertisers fund the offers; affiliates drive traffic to them. Each has their own profile type, login access, and reporting view.

Creating and Editing Advertiser Profiles

Creating a New Advertiser

1
From the left navigation menu, go to Advertisers and click Add Advertiser.
2
Fill in the Company Name — this is how the advertiser appears throughout CAKE, including in offer lists and reports.
3
Enter the primary Contact Name, Email Address, and Phone Number for your main point of contact.
4
Set the advertiser's Status (see below).
5
Assign a Billing Cycle if your network invoices advertisers directly through CAKE.
6
Click Save. The profile is now created and can have offers linked to it.

Editing an Existing Advertiser

1
Go to Advertisers and use the search bar to find the advertiser you want to update.
2
Click the advertiser's name to open their profile, then click Edit.
3
Make your changes to any fields — contact details, status, billing settings, or notes.
4
Click Save. Updates take effect immediately across all linked offers and reports.
Tip:
Use the Notes field to record internal context — account manager name, contract start date, or special billing arrangements. This keeps your team aligned without cluttering reports.

Advertiser Statuses

StatusWhat It MeansEffect on Offers
ActiveFully set up and operational.Offers can run and receive traffic normally.
InactiveAccount exists but not currently running.Offers linked to this advertiser will not serve traffic.
PendingBeing onboarded or awaiting approval.Offers may be set up but should not go live until status moves to Active.
SuspendedTemporarily disabled, often due to billing or compliance.All linked offers are paused until resolved.
Caution:
Changing an advertiser's status to Inactive or Suspended immediately halts traffic to all their offers. Notify affiliates running those offers before making this change.

How Advertisers Link to Offers

Every offer in CAKE must be associated with an advertiser. When you create a new offer, select the advertiser from the required Advertiser dropdown. Once saved, the offer appears in that advertiser's profile under their Offers tab, and all reporting for that offer rolls up to their account.

A single advertiser can have multiple offers — for example, a client running separate campaigns for different product lines or regions. Each offer is managed independently, but they all live under one advertiser record.

Note:
You cannot link an offer to more than one advertiser. If a campaign is co-funded by two parties, designate one as the primary account holder for that offer.

Billing Cycle Assignment

CAKE allows you to assign a billing cycle to each advertiser so your network can generate invoices on a consistent schedule.

1
Open the advertiser's profile and click Edit.
2
Locate the Billing Cycle dropdown and select the appropriate interval.
3
Click Save. The new cycle applies going forward; it does not retroactively change past invoices.
Caution:
Changing a billing cycle mid-month can cause partial billing periods. Whenever possible, align cycle changes with the start of a new billing period and notify the advertiser in advance.

Best Practices for Onboarding Advertisers

Before You Create the Profile

  • Collect all key contact information upfront — company name, billing contact, primary email, and phone number.
  • Confirm the advertiser's preferred billing schedule before assigning a billing cycle.
  • Ask for approved creative assets, offer restrictions, and geographic targeting rules in advance.

When Setting Up the Profile

  • Use consistent naming conventions for advertiser company names across your network.
  • Set the status to Pending rather than Active until their first offer has been tested and confirmed live.
  • Fill in the Notes field with the assigned account manager and any important contract terms.

If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.


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