This document explains the Change Campaign Wizard that automatically opens when changing an Affiliate's Tier.
The goal of the Wizard is to update all of an Affiliate's current Campaigns that are still associated to their old or previous Tier.
This Wizard should be used in conjunction with the Custom Payouts Report.
Changing An Affiliate's Tier
The Affiliate's Tier can be accessed and edited in the Info Tab of the Affiliate Card which is located in the Home Tab.
To change the Affiliate's tier, choose a different Tier than what the Affiliate has currently from the drop down and click Save.
The Change Campaign Tiers Wizard
The Wizard defines the Affiliate and the Tier in the text boxes appropriately named Affiliate and Tier.
The Tier that is showing is the Tier the Affiliate is changing to. The goal of this Wizard is to choose which Campaigns should be updated to their appropriate Offer Contracts based on the new Tier.
***IF NO CHECK BOXES ARE CHECKED, CAKE WILL CHANGE ALL CAMAPAIGNS TO REFLECT THE DEFAULT PAYOUT OF THE OFFER CONTRACT AND SUBSEQUENTLY THE PAYOUT OF THAT OFFER CONTRACT THAT MATCHES THE NEW TIER***
Ignore Payout Mismatch
Checking the Ignore Payout Mismatch box will NOT update any Campaigns where the current payout does not match the default payout of the previous Offer Contract.
It is important to use the Custom Payout Report to research which Campaigns currently do not have a payout that matches the default payout of their associated Offer Contract.
Ignore Tier Mismatch
Checking the Ignore Tier Mismatch box will NOT update any Campaigns where the Tier associated to the Offer Contract on the current Campaign does not match the previous Tier of the Affiliate.
It is important to use the Custom Payout Report to research which Campaigns are currently associated to an Offer Contract that is connected to a different Tier than the Affiliate's Tier.
Ignore Currency Mismatch
Checking the Ignore Currency Mismatch box will NOT update any Campaigns where the currency of the Campaign is different than the currency of the Offer.
You will notice that checking this box will dynamically remove the check box below it which will be discussed in the next step.
Convert Currency Mismatch
Checking the Convert Currency Mismatch box will update the payout of all Campaigns that currently have a currency different than the currency of the Offer. The updated payout will reflect the Offer Contracts default payout converted according to the exchange rate you have set up in your system.
NOT checking this box will update the payout for all Campaigns to reflect the default payout of the Offer Contracts that are associated to the Affiliate's Tier in the currency of the Offer.
Verifying The Wizard
Click Next to verify that the information in the wizard reflects the update you wish to do.
You can always click Previous to edit your work. Or, click Finish to execute the Wizard.