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Set Limited-time Payouts with Scheduled Terms

Scheduled Terms allow you to schedule any number of time-bound payout rate modifications. These scheduled modifications eliminate the need to manually switch partners to different contracts or to continuously schedule “fallback” terms.

Note: These scheduled terms only modify payout settings. So action locking, credit policies, referral windows, performance bonuses, payout schedules, and limits will still adhere to the settings on the base template terms. Any terms that are not modified fall back to what’s in the existing contract.

Scheduled Terms features

  • Increase rates or placement fees for default payout, payout groups, and payout adjustments.

  • Create scheduled terms with start & end dates that are both in the future.

  • Clone existing scheduled terms.

  • Adjust default payout, payout groups, and payout adjustments for any/all event types on the base Template Term.

  • Create repeating scheduled terms and choose the cadence of repeat.

Create Scheduled Terms

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

Scheduled terms are created from existing Template Terms and are only applied to partners presently on those template terms. Before setting scheduled terms, make sure you have created Template Terms.

  1. In the left navigation bar, select Contracts → Template Terms.

  2. Find the template term you'd like to use, and in the Actions column, select caret-down-solid.svg [Drop down menu] → View Scheduled Terms.

    Screenshot_2024-04-03_at_9_29_29_AM.png
  3. In the upper-right corner, select Create Schedule.

    • Alternatively, select a future date on the calendar view and then select Create.

    • Use the 8666750_calendar_schedule_icon.svg [Calendar] and bars-solid.svg [List] icons in the upper-right corner to toggle between calendar and list view.

    Screenshot_2024-04-03_at_9_52_10_AM.png
  4. Fill out the required information and select Save.

    • Partners will be notified of the newly created scheduled term and will receive email notification reminders 3 days and then 1 day before the scheduled term is set to begin.

    • If you want to save the scheduled term as a draft without committing any changes or notifying partners, select Save as a draft.

    Scheduled Term form reference

    Field

    Description

    Name

    The name you'd like to give to that set of template terms

    Schedule Period

    This is where you select the start and end date for the schedule as well as select a timezone. You can also:

    • Select square-regular.svg [Unchecked box] All Day if you want the terms to be allied at all times.

    • Select square-regular.svg [Unchecked box] Repeats if you want the terms to repeat at a specific time, date, and day of the week.

    Payout Modification

    Adjust any payout options (default payouts, payout groups, or payout adjustments) for your scheduled period.

    1. Recommended: Select square-regular.svg [Unchecked box] Populate with current template term or previously created scheduled terms.

    2. Select the terms you would like to copy from the angle-down-solid.svg [Drop-down menu] then select Populate Terms.

    3. Optionally, make additional payout modifications as required.

    Note: For any payout modification type not toggled on, impact.com will fall back to whatever is configured on your base Template Terms.

    Send Message

    Input a message you'd like the partners to receive regarding any upcoming scheduled terms changes.

Example use case

Let’s take an example Template Term where 5 payout groups are configured.

It's a holiday week and as a brand, I would like to commission partners 20% when any accessories or hat category items are purchased, but keep paying them the same on other categories as I did on the base Template Term shown below.

DA8AD1C5-C903-4DC0-89C3-5F69C665234F.png

To configure the scheduled term for these conditions, I have 2 options:

  • Option 1 – Create New Scheduled Term from scratch: I would need to copy over all 5 existing categories to Payout Group, update the payout for Hats, and add an additional group to consider Accessories.

  • Option 2 – Create a new Scheduled Term from pre-populating rules from existing Template Term: I can pre-populate these conditions with the current template term or previously created scheduled terms with Default Payout, Payout Groups, and Payout Adjustments configured on the Template Term, if they exist. You can now adjust specific payout groups for Hats and Accessories accordingly.

Screenshot_2024-04-02_at_10_37_44.png

If I wanted to create a scheduled flat-fee payment for all my store items during this period, I would need to adjust the Default Payout and toggle on Payout Groups. Toggling on Payout Groups will override the template term's original payout groups for all my store items even if I don't add any rules.

Screenshot_2024-03-28_at_09_42_27.png

FAQ

What happens once the end date of a scheduled term is reached?

Once the end date is reached, the contract terms will automatically fall back to the base Template Term conditions.

Will partners be notified of any changes?

The relevant partners will receive an email notification of upcoming changes when you create the scheduled term, and reminders 3 days and then 1 day before the scheduled term is set to begin. The notifications will describe the changes you have scheduled and will include whatever custom message you added when setting the terms. During this period, you may modify the scheduled term at a partner's request, e.g. delay the start date. Any changes made to the same scheduled term will trigger new email notifications to partners.

If partners have multiple scheduled terms coming up, they can preview all upcoming scheduled terms on the imminent changes screen, by selecting Brands → My Brands → Upcoming Changes.

Can I delete or modify a scheduled term if I need to make changes?

Once a scheduled term is active, the scheduled term cannot be modified. Please ensure you are satisfied with the scheduled term you’ve configured before its start date.

What are the current limitations?
  • Incompatible with CPC.

    At this time, you cannot create a scheduled term with the Click event type.

  • Cannot delete a scheduled term.

    impact.com highly recommends using the Save as a draft option to minimize the need for scheduled term revisions. However, if you still wish to remove a scheduled term, simply change the start and end dates to prevent a given scheduled term from taking effect, or update the scheduled term settings to be identical to your original template term.

  • Cannot modify a scheduled term once it is active.

    If you save a scheduled term and the start date has not yet taken effect, you may still modify the terms. Once the start date takes effect, however, you'll no longer be able to make modifications.

  • Cannot use scheduled terms to decrease default payout.

    Scheduled terms affords brands the opportunity to increase partner payouts over limited time periods. As such, impact.com recommends using the feature for promotional purposes, and never to decrease payout to partners.

  • Payout Restrictions, Limits, and Bonuses not included.

    You cannot use scheduled terms to modify the Payout Restrictions, Limits, and Bonuses already configured for the contract.

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