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Managing Offer Visibility & Partner Access
Managing Offer Visibility & Partner Access

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Partner Management & Support

Managing Offer Visibility & Partner Access

Learn how to control who sees your Offers and how to review Partner applications.

Overview

Need to control who sees and promotes your Offers? You're in the right spot.

Good visibility settings help you protect your high-value Offers, prevent fraud, and make sure the right Partners promote the right Offers.

We'll cover how to set up Offer visibility and review Partner applications - all the stuff you need to build a solid Partner program that scales.

Key Terms Before we dive in, here's a quick rundown of terms you'll see throughout this guide: -> Offer: A promotional program or campaign that Partners can promote.
-> Partner: Affiliates, publishers, etc. who promote Offers (these can be your Media Buying channels as well, but you hardly need to approve those applications).
-> Visibility Settings: Controls that determine which Partners can see and access Offer.
-> Questionnaire: A customizable form for screening potential Partners.

Understanding Visibility Settings

Visibility Setting Description Public Offers Available to all Partners immediately Great for regular promotions or starter Offers Partners get tracking links instantly You can still block specific Partners if needed Private Offers Hidden from all Partners by default You'll need to approve each Partner manually Perfect for exclusive or high-value Offers Partners won't see these unless specifically approved Require Approval Visible to all but requires approval from you, the Network User Partners can see Offer details but not tracking links Good for keeping quality high while being transparent Lets you check Partners before giving access

Managing Offer Access

From the Partner Profile

Go to Partners - Manage to manage your personal info or to change your password. Click the Partner's name. Head to the Visibility tab. You'll see all Offers and their statuses. Use All / Available / Blocked button to easily sort available Offers. Look at the "Can Run Offer?" column and use the hamburger menu to: Approve access Block access You can Bulk Approve or Block Offers as well
Pro Tip! Tick the checkbox to the left to approve or block multiple Offers at once.

From the Offer Settings

Navigate to Offers - Manage Click on the Offer. Find Partner Visibility Settings in the General tab. Click Edit to: Add approved Partners Remove Partner access View current permissions

Setting Up Your Application Process

Basic Setup

Navigate to Partners - Offer Applications Select Choose between: Individual application review or Bulk approval/rejection.

Creating Application Questionnaires

Navigate to Partners - Offer Applications - Questionnaire > Add Questionnaire Pick from these question types: Checkbox: Yes/No questions Date Input: Timeline questions Text Input: Short answers Numeric Input: Numbers and statistics Select: Multiple choice Textarea: Detailed explanations

Setting Up Applications

Navigate to any Offer - Tracking & Control - Visibility - Require Approval Turn it on with a toggle and pick your questionnaire.
Only Require Approval Offers can be set up with an application questionnaire.

Setting Up Terms & Conditions

Terms & Conditions can be enabled on the Offer or Partner level.

On The Offer Level

When creating or editing Offer go to Tracking & Controls Toggle Enable Terms & Conditions on Choose to check Force Partners to agree to Terms & Conditions or not Fill out Terms and Conditions box Hit Save if the Offer was edited or Add if it's a new Offer.

On The Partner Level

Navigate to Terms & Conditions section though Control Center - Partner Configurations > Terms & Conditions Enable T&Cs requirement (Enabling will display your T&Cs on the Partner Sign Up Page and the Partner Login. Partners will only be required to accept once.) Add your terms document Force Partner acceptance

Best Practices

Before Making Visibility Changes
  • Save current Partner approvals
  • Write down current settings
  • Plan how you'll tell Partners
When Changing Settings
  • Understand the impact:
    • Public to Private: All access removed
    • Public to Require Approval: New applications are needed and you'll need to manually add desired partners to the Offer
    • Private to Public: Everyone gains access

Tracking Changes and History

Navigate to your Offer's details page. Select the "History" tab. Use the date range selector to find specific changes. Look for entries labeled "UpdateNetworkOffer" or "PatchNetworkAffiliateVisibility".

Real-Life Example: Tiered Subscription Box Program

Let's explore how a beauty subscription box company effectively implements tiered visibility settings for their Partner program.

This real-world example demonstrates how to strategically control Offer access based on Partner quality and promotion value.

Tier 1: Basic Box Promotion Visibility: Public Reason: Entry-level offer Access: All Partners Goal: Maximum distribution Tier 2: Premium Box Promotion Visibility: Require Approval Reason: Higher commission rate Access: Partners must apply Requirements: Proven sales history Quality traffic sources Good conversion rates Tier 3: Limited Edition Box Visibility: Private Reason: Exclusive promotion Access: Top performers only Management: Manually approve selected Partners Monitor performance closely Regular access review Application Process Basic Requirements: Valid website/social media presence Relevant beauty/lifestyle audience Clean promotional history Custom Questionnaire: Question 1: "What beauty niches do you focus on?" Type: Select Options: Skincare Makeup Natural/Organic Luxury Beauty Question 2: "Describe your promotional strategy" Type: Textarea Question 3: "Average monthly beauty-related traffic?" Type: Numeric Input Question 4: "Previous partnership examples?" Type: Textarea T&Cs Requirements: FTC disclosure compliance No unauthorized discounts Content quality standards Review guidelines

By structuring their program with increasing exclusivity across tiers, this company maintains broad reach while protecting their premium Offers.

This approach allows them to scale efficiently while ensuring their most valuable promotions are handled only by their best-performing Partners.

What Partners See

Your Partners will see different options based on your settings:

  • Public: Immediate access to tracking links
  • Require Approval: "Apply" button available
  • Private: Only visible after approval
  • T&Cs Required: Must accept terms first

Tips

Review your visibility settings regularly to keep them current. Document your approval criteria clearly so your team can make consistent decisions. Use email templates for responses to save time and maintain consistency.

Create application FAQs to answer common questions before they're asked. Monitor Partner performance after approval to ensure they're meeting expectations.

Finally, adjust your requirements based on results to continually improve your program's effectiveness.