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Set & Manage Template Terms Rules

Application of the rules

Enabling this setting ensures that other template terms follow these rules (applied only when creating or modifying a template term).

Restrict modification of template terms

Enable this setting to allow only users with the Template Terms Administrator account permission to modify your selected template terms. Select the template terms to which you want this restriction to apply by typing the name of the template term, then selecting it from the drop-down list.

Change notification period

Standardizes the default amount of time in days that partners are notified before contract changes go into effect. Select the [Checkbox] to allow account users to change this setting on a per-contract basis.

Select [Checkbox] Allow users to change the default to allow users to modify a template term's change notification period policy, which will, by default, have the same reversal policy as per the rule. With this rule enabled, you can select the second checkbox to set a maximum number of days that account users can use for the change notification period.

Action locking

Use the fields and dropdowns to set your action locking period for all contracts. This setting is very important, and is tied to your account funding!

Select [Checkbox] Allow users to change the default to allow users to modify a template term's action locking policy, which will, by default, have the same policy as per the rule.

Payment Scheduling

Use the fields and dropdowns to set your payout scheduling period, which is when partners will receive their payouts from your account wallet. This setting is very important, and is tied to your account funding!

Select [Checkbox] Allow users to change the default to allow users to modify a template term's payment scheduling policy, which will, by default, have the same policy as per the rule.

Click Referral Window

This sets the window of time that a partner can still receive credit for an action.

For example, if a partner drove a click to your web store and the customer doesn't purchase anything yet, the referral window starts. If the customer returns to your site within the referral window and purchases something (i.e., completes an action or "converts"), the partner will receive credit for driving that action.

Select [Checkbox] Allow users to change the default to allow users to modify a template term's click referral window policy, which will, by default, have the same policy as per the rule.

View Through Tracking

If you're still using this legacy feature, you can configure the window of time that a partner can receive credit or disable it globally.

Select [Checkbox] Allow users to change the default to allow users to modify a template term's view through tracking policy, which will, by default, have the same policy as per the rule.

Payout

This is the default payout applied to all template terms if no payout groups, adjustments, restrictions, or performance bonuses apply to the action:

Percentage payout per order or per item sale amount pays the partner a percentage of the sale—either of the whole order or on a per-item basis.

Fixed payout per order or per item pays the partner a fixed payout for the order amount or for the item(s) in an action.

This is the payout that partners will see at the top of your template term.

Placement Fees

If you're setting placement fees in your template terms, you can set a global maximum for all template terms here.

Minimum EPC Guarantees

If you're using a CPC Event Type and setting a minimum EPC Guarantee for partners, you can set a global value for all template terms here.

Reversal Policy

If you decide to reverse an action, this setting determines how much of the payout you can receive. Your options include:

Select [Checkbox] Allow users to change the default to allow users to modify a template term's reversal policy, which will, by default, have the same reversal policy as per the rule. With this rule enabled, you can enforce a minimum of <amount> % max monthly returns. You can also choose one or both of the following configurations:

Partner Custom Terms

Choose between the following configurations for custom terms: