Actions can be approved, reversed, or modified before they lock, making it easy for you to adjust partner payouts accordingly.
Actions will automatically lock based on your contract terms, so you typically won't need to approve actions.
Navigate to
[Engage].Select Transactions → Pending Payouts → Actions.
You will see a table containing all partner actions that are pending payout.
Under the Actions column, select the
[Drop-down menu].Select Approve.
The action will approve for locking.
Navigate to
[Engage].Select Transactions → Pending Payouts → Actions.
You will see a table containing all partner actions that are pending payout.
Double-click on one of the table entries or select
[Expand] to view additional details about an action.Select Modify to load the Modify Item Details page.
Under Item Details, select Reject item to reverse the action or Modify Sales Amount to adjust the action details.
Select a Reason for Modification/Rejection.
Select Modify to save the modification.
Navigate to
[Engage].Select Transactions → Pending Payouts → Actions.
You will see a table containing all partner actions that are pending payout.
Under the Actions column, select the
[Drop-down menu].Select Reverse and choose a reason from the options provided.
impact.com will complete the reversal.
If you don’t want to process your reversals manually, there are a few ways to automate the process. You can set up an event type and specify your preferred option of automated returns processing.
To do so, follow these steps:
From the left navigation menu, select
[Menu] → Settings.Under Tracking, select Event Types.
Hover your cursor over the event type for which you want to automate returns processing and select
[More] → View / Edit.Select
[Edit] on the right-hand end of the Returns Processing row.For more information about the options here, see the Returns processing options reference below.
Select Save.
Option | Description |
Use system web service (API) | Use impact.com's Web Services API to automate your batch reversals. Learn more. |
Upload file to system FTP server | Use impact.com's FTP server to batch reversals. Learn more. |
Pull file from your own FTP server | Submit returns/modifications to your server and have impact.com retrieve your batch file for processing. impact.com retrieves batch files daily. You will need to provide your FTP login credentials. Learn more. |
Email file to system SMTP server | Select this option to send your file as an attachment to an email address unique to your campaign. Learn more. |
Integrate with Salesforce | You can integrate Salesforce with impact.com so that updating an item’s status in Salesforce will update the same item’s status in impact.com. Learn more. |