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How to Edit Multiple Campaigns at Once

This document will walk through the various features and functionalities of the Edit Multiple Campaign Wizard.
This Wizard should be used in conjunction with the Custom Payouts Report.

Accessing The Edit Multiple Campaigns Wizard

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The Edit Multiple Campaigns Wizard can be found by hovering over the Affiliates Main Tab, hovering over Campaigns and then clicking on Edit Multiple Campaigns.

Step 1

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The first step of the wizard is to choose the Affiliate / Offer combinations that will ultimately find all of the Campaigns you wish to edit. At least one filter must be set in Step 1 in order for the process to work.


1) Tier: Choosing a Tier will narrow down the total number of Affiliates based on the Tier of the Affiliate. All Tiers will include all Affiliates.
Affiliate Tag: Choosing a Tag will narrow down the total number of Affiliates based on the tag of the Affiliate. All Affiliate Tags will include all Affiliates.
Affiliate:This allows you to select all Affiliates matching the above criteria or a specific Affiliate.

2) Advertiser: This allows you to select All Advertisers or a specific Advertiser. Choosing a specific Advertiser will include only Offers related to that Advertiser.
Offer Tag: Choosing a Tag will narrow down the total number of Offers based on the tag of the Offer. All Offer Tags will include all Offers.
Offer: This allows you to select all Offers matching the above criteria or a specific Offer.

***If all drop downs remain at the default to include all, Cake will assume you want to edit every Campaign in your system. This is usually NOT the case.

Step 2

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The second step of the wizard allows you to select additional items that will narrow down which Campaigns will be changed.

Currency: Selecting a specific currency will narrow down the Campaigns to only those that match the selected currency. Otherwise, Cake will include Campaigns across all currencies.
Media Type: Selecting a specific Media Type will narrow down the Campaigns to only those that match the selected Media Type. Otherwise, Cake will include Campaigns across all Media Types.
Original: This allows you to include only Original Campaigns, only Non Original Campaigns or both Original and Non Original Campaigns.

The next three drop downs refer to the Custom Payout Report. The Wizard is ultimately asking if you would like to update Campaigns where the following Mismatches:
Payout Mismatch: The options include Yes, No or Both. Selecting Yes will only update Campaigns where the current Campaign payout does not match what the default payout for the related Offer Contract is. Selecting No will only update Campaigns where the current Campaign payout matches the related Offer Contract. Selecting Both will update all Campaigns regardless of payout.
Tier Mismatch: The options include Yes, No or Both. Selecting Yes will only update Campaigns where the Offer Contract related Tier does not match the Tier of the Affiliate. Selecting No will only update Campaigns where the current Offer Contract related Tier matches the Tier of the Affiliate. Selecting Both will update all Campaigns regardless of Tier.
Currency Mismatch: The options include Yes, No or Both. Selecting Yes will only update Campaigns where the currency on the Campaign does not match the currency of the Offer. Selecting No will only update Campaigns where the currency of the Campaign matches the currency of the Offer. Selecting Both will update all Campaigns regardless of currency.

Step 3

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As the wizard explains, changing nothing on the above fields will change nothing on the Campaigns being edited.
Pay For Leads: This drop down allows you to select Yes or No. By default, Campaigns have Pay For Leads enabled. Changing this to No will mark all future Conversions to the selected Campaigns to $0.00 and the Affiliate will not see record of these Conversions.
Status:  This drop down allows you to change the Status of the selected Campaigns. You can change all matching Campaigns to Active, Inactive or Pending.
Price: This text field allows you to update the Price Paid to the Affiliate. The price that you type in will update all Campaigns selected.
Notes: This allows you to type in a Note that will be available on every Campaign selected.

Step 4

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Step 4 allows you to preview everything you have selected throughout the Wizard.
If all information looks correct, click Finish to finalize the edit.

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