Accessing the Wizard
There are two ways in CAKE Basic to access the Mass Adjustment Wizard- you can hover over the Advertisers Main Tab or the Affiliates Main Tab. From the drop down - select Mass Adjustment.
Step 1 - Mass Adjustment Type
In Step 1 - select from the drop down which type of Mass Adjustment you wish to make. There are 3 types of Mass Adjustments you can make in CAKE Basic.
- Add Conversions
- Remove Conversions
- Adjust Conversions
Note: When Events are enabled(Setup > Settings > Tracking Settings > Enable Events) the Adjustment Type will update adding "/Events" to the end of the Adjustment Type.
Step 2 - Mass Price Adjustment
In Step 2 - enter the information for the conversion(s) that you wish to update. (i.e. Date range, Affiliate, Campaign, SubAffiliate, Creative, and "Adjust where Affiliate is" and "Adjust where Advertiser is" fields) - required fields are marked with an *
Adjust Conversions where Affiliate is & Adjust Conversions where Advertiser is:
The drop down associated with each of these options is to identify the payment or non-payment of a conversion. Above is an example of when you would want CAKE Basic to find the conversions where the Affiliate is Paid and Unpaid and the Advertiser is Paid and Unpaid.
Note: When selecting Paid and Unpaid, that is essentially saying find all conversions in the given date range(by all the other selected options in this wizard).
Step 3 - Adjust Conversions
1. Change Price Paid &/or Change Price Received check box(es):
When you check the check boxes that are associated with either Changing Price Paid or Changing Price Received - a field will expand under the checked option prompting you to enter the New Price Paid Per Lead &/or New Price Received Per Lead.
2. Effective Date:
Choosing the Effective Date on the Mass Adjustment Wizard is a required action. There are 3 choices to choose from:
- Today - changes will apply to today's date
- Conversion Date - changes will apply to the Original Conversion Date
- Custom - changes will apply to the Custom Date that is chosen.
Note: This will apply to LTV changes in the future.
Step 4 - Adjust Conversions
Step 4 - depending on what you chose for the Effective Date drop down - messaging related to the option that you chose will appear. If you agree with the action(s) that will apply to the conversions, select Next. If you would like to change the Effective Date option, select the Previous button to return to Step 3.
Step 5 - Event Summary
Step 5 is the final step here you are able to go back and make changes prior to submitting the information that is being displayed. If you agree, then click on the Finish button. If you disagree, click the Previous button and make any necessary updates on steps 2 or 3.