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Offer Labels, Categories, & Segmentation Options
Offer Labels, Categories, & Segmentation Options

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Offer Labels, Categories, & Segmentation Options

Learn how to use Labels, Categories, Channels, and Business Units to organize your network, streamline reporting, and help different team members find exactly what they need.

Overview

Effective segmentation is key to managing your network efficiently. Each segmentation tool serves specific purposes for different team members:

Key Terms
Definitions of segmentation options.
➔ Labels: Flexible tags for everyone to organize and filter data their own way
➔ Categories: Public classifications that help Partners find relevant Offers
➔ Channels: Essential for media buyers to track and optimize traffic sources
➔ Business Units: Administrative tool for organization-wide structure and reporting

By using these tools together, your team can transform raw data into actionable insights, streamline workflows, and improve Partner relationships.

Labels

Labels are custom "tags" that you can add to Partners, Advertisers, or Offers for internal reporting, searching, or filtering.

Creating Labels

Option 1: Through Partner, Advertiser, or Offer pages
Navigate to
Partners
,
Advertisers
, or
Offers -> Manage
Click the name of the item, then
Edit
On the
General
tab, type your label text and press
Enter
on your keyboard
Add multiple labels as needed, pressing
Enter
after each one
Click
Save
once all labels are entered
Option 2: Through Control Center
Navigate to
Control Center -> Segmentation Options -> Labels
Here you can manage all your labels in one place
Note
You can apply multiple labels to each Partner, Advertiser, or Offer
Labels can contain multiple words
Always press
Enter
after typing each label for it to generate
Remember to click
Save
after adding all your labels
Labels use different logic depending on how they're applied:
AND Logic: When a label is applied to multiple object types (e.g., both Offers and Partners), reports will only show data when BOTH have the label
OR Logic: When applied to only one object type (e.g., only Offers), reports will show all items with that label

Example

If you label both Offer A and Partner X as "Premium," reports will only show data for Offer A's traffic from Partner X. However, if you only apply "Gaming" to Offers, reports will show all gaming offers regardless of partner.

Categories

Categories group Offers together for easy searching and reporting, both internally and externally. Since Categories are visible to Partners, they help Partners browse available offers by type.

Managing Categories

Navigate to
Control Center -> Segmentation Options -> Categories
Click
Add Category
to create a new category
For existing categories, you can:
View the ID, Name, Status, Created date, and Modified date
Toggle between
Active
and
Inactive
status
Click the edit icon to modify a category

Common Category Examples

  • Gaming
  • Lead Generation
  • Retail
  • Finance
  • Entertainment

Assigning a Category to an Offer

  1. When adding or editing an Offer, go to the General tab
  2. Select a category from the drop-down list
  3. Save your changes

Using Categories in Reporting

  • In any report, select Category as a Filter to see only results from specific categories
  • This makes it easier to analyze performance by offer type

Channels

Channels help you identify and group different types of traffic sources at the Partner level.

Managing Channels

Navigate to
Control Center -> Segmentation Options -> Channels
Click
Add Channel
to create a new channel
Enter a name for the channel (e.g., "TikTok")
Set the status to either
Active
or
Inactive
Click
Add
to save

Using Channels

  • Assign Partners to specific channels to categorize where your traffic comes from
  • Use channels in reports to analyze performance by traffic source
  • Common channel examples include:
    • Social Media (Facebook, TikTok, Instagram)
    • Search (Google, Bing)
    • Email
    • Affiliate
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Business Units

Business Units help you categorize the internal structure of your Networks, making it easier to manage teams and reporting.

Managing Business Units

Navigate to
Control Center -> Segmentation Options -> Business Unit
Click
Add Business Unit
to create a new unit
Enter a name for the business unit (e.g., "Sales")
Click
Save

Common Business Unit Examples

  • Finance
  • Sales
  • Marketing
  • European Department
  • APAC Team

Using Business Units

  • Assign team members to specific business units
  • Filter reports by business unit to see performance by team
  • Use business units to organize workflows and responsibilities
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Real-World Example

Imagine your network promotes mobile gaming apps across multiple regions:

  • Media Buyer: Uses Channels to compare performance between TikTok and Instagram traffic, discovering that TikTok delivers 30% higher conversion rates for gaming apps
  • Content Team: Creates a "Mobile Games Q1" Label to bundle related Offers together, allowing them to analyze overall content performance for that initiative
  • Partners: Browse the "Gaming" Category to find all relevant Offers in one place
  • Executives: View reports filtered by "European Department" Business Unit to evaluate regional performance

Tips for Effective Segmentation

  1. Be consistent with your naming conventions across all segmentation options
  2. Keep it simple - don't over-complicate your organizational structure
  3. Review periodically - clean up unused labels, categories, channels, and business units
  4. Train your team on how to use these features effectively

Start with the basics and add more complex segmentation as needed

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