# impact.com Help Center

<h2 align="center">How can we help you?</h2>

<p align="center">Press Ctrl +K or Cmd + K to get started!</p>

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>I'm a Brand</strong></td><td>Learn how you can automate and grow your partnership program with influencers, affiliates, publishers, and more.</td><td><a href="/spaces/wMLlMoFBtKJa8ptd3zaw">/spaces/wMLlMoFBtKJa8ptd3zaw</a></td><td data-object-fit="contain"><a href="/files/kWNiM5CFrAmAR6vdwPoL">/files/kWNiM5CFrAmAR6vdwPoL</a></td></tr><tr><td><strong>I'm a Partner</strong></td><td>Are you a creator looking to monetize your content or a publisher wanting to build new revenue streams?</td><td><a href="/spaces/b2rE79d9UhOKZQLgzSqx">/spaces/b2rE79d9UhOKZQLgzSqx</a></td><td data-object-fit="contain"><a href="/files/w88SjxmzoCiAeQBgfl0K">/files/w88SjxmzoCiAeQBgfl0K</a></td></tr><tr><td><strong>I'm an Agency</strong></td><td>Learn how you can achieve growth for your clients and scale your agency with the impact.com partnership management platform.</td><td><a href="/spaces/okTNfAIjBtFchXJ9pC2q">/spaces/okTNfAIjBtFchXJ9pC2q</a></td><td data-object-fit="contain"><a href="/files/QTlL5OEfvGwEBVVqRoWd">/files/QTlL5OEfvGwEBVVqRoWd</a></td></tr></tbody></table>


# What would you like to learn about?


# Getting Started

Everything brands need to know to get started with impact.com.


# Getting Started for Brands

If you are new to the impact.com platform and would like some direction on how to set up your account, select the button below to get started.

<a href="/pages/PHKVhhMvfBthrXPmI3eT" class="button primary">Select your program</a>


# Getting Started with Starter Edition

<a href="https://pxa.impact.com/student/activity/1248084?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=fund-153&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Before launching your program, ensure you’ve completed the onboarding checklist. When you've completed the checklist, you can select the button below to get started.

<a href="/pages/oflh67Bh4vTd5wui5Y41" class="button primary">Step 1: Review & Activate Your Product Catalog Feed</a>

{% hint style="info" %}
**Note:** Learn more about what to expect when signing up with impact.com Starter Edition and the costs involved by referring to [impact.com Starter Edition Billing](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-for-starter-edition-accounts/impactcom-starter-edition-billing-explained).
{% endhint %}


# Set Your Initial Finance Settings

**Take the PXA course**

<a href="https://pxa.impact.com/student/activity/1087854?debug=true?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=tra-200&#x26;utm_campaign=help-center" class="button primary">Take the PXA course (associate level)</a><a href="https://pxa.impact.com/student/activity/1117597?debug=true?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=tra-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course (expert level)</a>

During your onboarding, you'll set up the initial finance settings for your program. These settings control when actions that partners drive will lock and when they should receive their commissions.

impact.com recommends the configuration outlined below as a good starting point for your brand. Always defer to your onboarding team for help if you need to customize your setup further.

{% stepper %}
{% step %}
**Step 1: Configure Statement of Invoice (SOI) settings**

The SOI coincides with an invoicing strategy—all of your obligations for a given billing period are tallied up in the SOI, and you'll deposit funds into your account so they're settled by the due date specified.

You should set your SOI settings so that the document only includes a tally of partner invoices and so that all of your Finance contacts receive the document when it is generated. Learn how to [configure your SOI settings](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/manage-funding-account-document-settings-as-a-brand).

{% hint style="warning" %}
**Invoice prioritization:** You should fund your account to cover both your impact.com invoices and the SOI. If you do not fund your account enough to cover both, funds will first go towards settling your impact.com invoice, which might lead to overdue partner invoices. Learn more about [how invoices are prioritized](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands).
{% endhint %}
{% endstep %}

{% step %}
**Step 2: Set Action Locking/Payment Scheduling Periods**

Learn how to [set up action locking/payment scheduling periods](/brand/what-would-you-like-to-learn-about/getting-started/set-action-locking-and-payment-scheduling-periods). We recommend that you set actions to lock 27 days after the end of the month they are tracked, and schedule payments to go out 20 days after the end of the month the actions lock.
{% endstep %}

{% step %}
**Step 3: Add a primary Finance Contact**

Finance Contacts will receive all financial documents and notifications from impact.com.

You likely will have already provided this information to impact.com. Just to be safe, double-check that what you have listed is still up-to-date.

1. From the top navigation bar, select **your balance \[Drop-down menu] → Settings → General**.
2. In the *Finance Contacts* section, under *Primary Contact*, select either:
   * **Existing Account User:** If your finance contact already has an impact.com account and has it set up, select the contact from the drop-down menu. This user needs to be granted the [Finance permission](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand), which gives them access to all finance actions.
   * **Other Contact:** If your finance contact has not set up an impact.com account yet, enter your contact's information.
3. Select **Save**.
   {% endstep %}

{% step %}
**Step 4: Optionally, add a Vendor Code**

If your accounting team requires a vendor code to appear on your invoices, then you can set one up from the *Billing Groups* screen.

1. From the top navigation bar, select **your balance \[Drop-down menu] → Settings → Billing Groups**.
2. Hover over the applicable billing group then select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **impact.com Fees Document Settings**.
3. Enter the desired **Vendor Code**.
4. Select **Save**.
   {% endstep %}

{% step %}
**Step 5: Submit your billing address**

The last step in setting up your finance settings is to provide your billing address to impact.com. This is the address that will be listed on all your invoices from impact.com.

You will likely have already provided your address under your [Account Information](https://app.impact.com/secure/advertiser/accountSettings/account-info-flow.ihtml), but you may wish to provide an alternate address for bills as follows:

1. From the top navigation bar, select **your balance \[Drop-down menu] → Settings → Legal Entities**.
2. Hover over the legal entity for whom you'd like to change the address, then select **Edit**.
3. In the *Billing Address* section, update or provide the relevant address details.
4. Select **Save**.
   {% endstep %}
   {% endstepper %}


# Set Action Locking & Payment Scheduling Periods

A template term's *action locking period* is the time between when an action is tracked by impact.com and when it locks (or can no longer be updated). During this period, you should perform any necessary action modifications or reversals, since the action can't be updated once this period has passed.

A template term's *payment scheduling period* is the amount of time between when an action locks and when the partner is paid out for driving the action. During this period, you should ensure that your account has enough funds to cover both the amount recorded on the Statement of Invoices (SOI) and any impact.com invoices.

### Configure your locking period

You can define when an order becomes final and can no longer be reversed by using a fixed *days* locking period or a dynamic `month + day` locking period.

{% tabs %}
{% tab title="Days-only locking" %}
If you configure your locking period using days only, the maximum value is 90 days.
{% endtab %}

{% tab title="Dynamic month-based locking" %}
Use a `Month + Day` configuration when you need a locking period that adjusts dynamically based on the calendar month. Unlike a fixed day count, month-based locking calculates the exact duration relative to the month in which the order occurs.

If you set up a 1-month + 15-day locking period, the platform calculates the total duration by looking at the specific month:

| If the month is...                | The lock duration will be... |
| --------------------------------- | ---------------------------- |
| Feb (Standard)                    | 43 Days (28 + 15)            |
| Feb (Leap Year)                   | 44 Days (29 + 15)            |
| Apr, Jun, Sep, Nov                | 45 Days (30 + 15)            |
| Jan, Mar, May, Jul, Aug, Oct, Dec | 46 Days (31 + 15)            |
| {% endtab %}                      |                              |
| {% endtabs %}                     |                              |

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] →** [**Settings**](https://app.impact.com/secure/advertiser/account-settings-flow.ihtml?execution=e6s1).
2. In the left column, under *General*, select **Template Term Rules**.
3. In the *Rule Enforcement* section, select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** below **Application of the rules**.
4. In the *Template Term* section, ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Action Locking** and configure the setting as needed.
   * For example, you can configure this setting as follows: `Actions are locked 0 months and 47 days after the end of the month`.
5. Next, ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Payment Scheduling** and configure the setting as needed.
   * For example, you can configure this setting as follows: `Actions are paid 0 months and 20 days after the end of the month they lock`.
6. Select **Save**.

{% hint style="info" %}
**Example**: If you configured your action locking and payment scheduling periods as shown above, and your partners drove actions during the month of January, all actions will lock on March 19. Come March 20, you'll receive an SOI from impact.com tallying up all partner invoices. At this point, you should begin the process to fund your account sufficiently to cover these invoices *and* your impact.com invoice. Finally, your account will be debited on April 20 so that your partners can be paid.
{% endhint %}


# Starter Edition for Brands Overview

<a href="https://pxa.impact.com/student/activity/1248060?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=fund-154&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

The documents listed below provide everything you need to know about how to run a successful partnership program using impact.com’s Starter Edition. We suggest you begin by walking through all the steps outlined in [Getting Started for Starter Edition Brands](/brand/what-would-you-like-to-learn-about/getting-started/getting-started-with-starter-edition), so that you are set up for success.

* [Getting Started for Starter Edition Brands](/brand/what-would-you-like-to-learn-about/getting-started/getting-started-with-starter-edition)
* [Prospect Partner Recommendations for Starter Edition](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/recruiting-for-starter-edition-accounts/partner-recommendations-for-starter-edition)
* [Introduction to Asset Types](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/ads/create-ads/introduction-to-asset-types)
* [Customize Your Program Branding](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/customize-your-program-branding)
* [Create Template Terms](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms)
* [Last Click Credit Policy Explained](/brand/what-would-you-like-to-learn-about/platform-features/tracking/credit-policies/last-click-credit-policy-explained)
* [impact.com Starter Edition Billing Explained](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-for-starter-edition-accounts/impactcom-starter-edition-billing-explained)
* [impact.com Starter Agency Edition Billing Explained](/agency/what-would-you-like-to-learn-about/finance/impactcom-starter-agency-edition-billing-explained)
* [Cancel Your Starter Edition Account](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-for-starter-edition-accounts/cancel-your-starter-edition-account)

{% hint style="info" %}
**Note:** If you come across a section with a ![](/files/2kxfD328dRX9k6830vH4) **\[Product editions lock]**, then that specific feature may not be accessible to you on Starter Edition. [Contact us](https://app.impact.com/support/portal.ihtml) to upgrade your account and get access.
{% endhint %}


# Grow Your Partnerships with Essentials Edition

[Upgrade Subscription](https://app.impact.com/secure/advertiser/finance/fr/finance-subscription.ihtml?u=%2Fsecure%2Ffinance%2Fapp%2Fview-subscription-flow.ihtml)

When you upgrade from Starter Edition to Essentials Edition, you’ll get more features like advanced partner discovery, greater tracking flexibility, more contract customization, robust workflow tools, and seamless services to elevate your team.

Our Essentials Edition gives you extra horsepower to fast-track your partnerships program from fledgling to mature.

* **Get unlimited access to impact.com’s partner marketplace**

  Access 110,000+ partners across affiliates, influencers, premium publishers, and more, and recruit them directly to your partnerships program.
* **Go beyond online conversions – track any event you want**

  Essentials Edition allows you to track any event whether it’s leads, installs, offline conversions, or bookings.
* **Customize contracts to your needs, without limitations**

  Configure performance bonuses, cost-per-click payouts, and advanced payout rules to optimize results.

#### Unlock more features

Check out this feature-by-feature comparison of the Starter and Essentials editions to identify key differences between the two tiers.

| Features                                                                                                                                                                                                                          |               Starter Edition              |              Essentials Edition              |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :----------------------------------------: | :------------------------------------------: |
| Pricing                                                                                                                                                                                                                           |              Starts at $30/mo              |               Starts at $500/mo              |
| [Access to Discover Marketplace](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/discover/discover-overview)                                                                                    | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [Application Workflow Automation](/brand/what-would-you-like-to-learn-about/platform-features/review-partner-applications/automate-partner-application-processing/create-workflows-to-automatically-process-partner-applications) |                 **Limited**                | <mark style="color:$success;">**Yes**</mark> |
| Access to Agency Partners                                                                                                                                                                                                         | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [CPC Payouts](/brand/what-would-you-like-to-learn-about/platform-features/tracking/set-up-tracking/cost-per-click-v1-and-pending-clicks-explained)                                                                                | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [Payout Groups](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/payout-adjustments/set-payout-rules-using-payout-groups)                                                  |                 **Limited**                | <mark style="color:$success;">**Yes**</mark> |
| [Performance Bonuses](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/payout-adjustments/performance-bonus/add-a-performance-bonus-to-a-contract)                         | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [Partner Funds Transfers](/brand/what-would-you-like-to-learn-about/platform-features/finance/partner-funds-transfer/transfer-funds-to-a-partner)                                                                                 | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [Chained Events](/brand/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/actions/track-your-conversion-funnel-using-chained-actions)                                                                      | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |
| [Data Lab](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/data-lab-custom-reports/data-lab-introduction)                                                                                       | <mark style="color:$danger;">**No**</mark> | <mark style="color:$success;">**Yes**</mark> |

Want to learn how impact.com can help your brand grow? [Request a demo](https://impact.com/request-a-demo-for-brands/) to learn more.

#### Upgrade to Essentials

If you'd like to upgrade from starter to essentials edition:

1. From the top navigation bar, select **your balance \[Drop-down menu] → Subscription**.
2. Select **Upgrade Subscription** at the bottom of the *Subscription* page. Alternatively, select **Upgrade Subscription** at the start of this article.
   * This button can also be found on your *My Partners* page or on the dashboard homepage.
3. Then select **Choose Plan** under the *Performance Essentials* tile.
   * You can also select **Book Demo** in the top right corner if you want to see a demo of the product first, or select **Contact Us** in the top right corner to book a session with an impact.com representative to discuss the program types first.
4. Once you select the plan, you'll be asked to review your subscription choice. Select ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Checkbox]** **Performance Essentials** under the *Authorization* section once ready and then select **Accept New Subscription** to confirm the upgrade.
5. You should then see an interstitial window to confirm your request has been submitted and that the upgrade is in progress. You'll be required to log out of the account and log back in, in order to see your new upgraded account.


# Introduction to impact.com Reporting for Brands

impact.com has a powerful set of reporting functionalities which become available to you depending on your impact.com program. This article provides an overview of our reporting suite and outlines their availability per program or account edition. Learn more about the [Starter Edition for Brands](/brand/what-would-you-like-to-learn-about/getting-started/starter-edition-for-brands-overview) and the [Essentials Edition](/brand/what-would-you-like-to-learn-about/getting-started/grow-your-partnerships-with-essentials-edition) or refer to the [*Account editions reference*](#account-editions-reference) below for more information.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FBVJI56L4rDVh8Sy6aBm8%2Ffund-150-5.mp4?alt=media&token=f432efa0-e817-43d9-8ec4-a25abb3cde7a>" %}

<details>

<summary>Platform reporting suite</summary>

The reports listed here are not limited to a specific program type but may be limited by [account editions](#account-editions-reference). Most of these reports can be pinned for quick access, scheduled to be delivered to your inbox, downloaded (in PDF, Excel, or CSV format), or retrieved via API. Most also offer trend graphs and tables, making it easy to compare key metrics over time.

| Report                         | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Data Lab Reports               | You can build powerful custom reports for your specific use cases in Data Lab. It allows you to construct reports with various visualizations that display data sets in different ways, depending on the data you choose to include. Learn more about [Data lab reports](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/data-lab-custom-reports/data-lab-introduction).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Operations Reports             | Here, you will find key operational data such as [upcoming contract expirations](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/operations-reports/recent-and-upcoming-contracts-report), [invalid conversions](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/operations-reports/invalid-conversions-report), and [partner application status](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/operations-reports/partner-applications-report), so that you can take informed action when making decisions for your partnerships. Whether it's identifying partners running outdated ads, spotting traffic issues, or managing partner group structures, these operations reports ensure that your program remains accurate, up-to-date, and optimized. Learn more about [Operations reports](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/operations-reports). |
| Listing Reports                | These drill-through reports give you access to individual click events, whether it's every recorded click or only those deemed payable. They deliver key insight into click attribution, associated ads, and payout details. Learn more about [Listing reports](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/listing-reports).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Finance Reports                | These finance reports give you insight into your account's cash flow and partner-related costs. Track your cash flow over time with the [cash flow history report](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-reporting/cash-flow-history-report) and plan accordingly with the [upcoming partner payments report](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-reporting/upcoming-partner-payments-report). You can also compare all costs associated with partners (excluding partner payouts) such as make-good payments and performance bonuses with the [other costs report](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/finance-reports/other-costs-report). Learn more about [Finance reports](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-reporting).                                                                                                           |
| Performance Reports for Brands | Performance reports give you a detailed and customizable look at how your partnership program is performing across a wide selection of metrics. You can track partner activity, the effectiveness of ads, or customer behaviour. See exactly which partners are driving results with metrics like clicks, conversions, and revenue by checking out the [performance by partner report](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/performance-reports-for-brands/performance-by-partner-report), or understand how specific ads are performing and compare their effectiveness through the [performance by ad report](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/performance-reports-for-brands/performance-by-ad-report). Learn more about [Performance reports](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/performance-reports-for-brands).                                            |
| Leapfrogging Reports           | Here, you can see the final partner interactions in a conversion path within a specified time-frame, providing insights that can help you make informed decisions when calibrating your program's crediting rules and commission structure. Access drill-through reports which offer insights into the details of the leapfrogging such as partners who are winning the most or being leapfrogged the most, specific details about the conversions between partners, and even the conversion path for a selected order. Learn more about [Leapfrogging reports](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/leapfrogging-reports).                                                                                                                                                                                                                                                                                                                                      |
| OrderId LookUp Report          | Using this report, you can gain more information about a specific order, such as its associated program, its status, and the associated payout. Learn more about the [OrderId LookUp report](/brand/what-would-you-like-to-learn-about/platform-features/multi-program-reports/orderid-lookup-report).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Event Risk Reports             | <p><strong>Note:</strong> These reports are only available with the <img src="/files/R8AxmtABBX7EqHjIMAwy" alt=""> <strong>\[Protect]</strong> add-on.</p><p>These reports give you a clear view of risk in your program, allowing you to understand the overall quality of events driven by your partners. The <a href="/pages/RnsSMer8i6QE1Xa99Ct9">risk by partner report</a> offers an overview of each partner’s risk level, including metrics like total risk across clicks and actions, associated costs, and conversion rates. The <a href="/pages/5BN7bZtx3g75Sonqwind">same IP actions report</a> helps identify potentially fraudulent activity by showing actions from the same IP address over time for a given event type. Learn more about <a href="/pages/Igi3l56NbkZRUW8Jy4T1">Event Risk reports</a>.</p>                                                                                                                                                                                   |

</details>

<details>

<summary>Performance program reports</summary>

These reports are specific to ![](/files/9OqbDa97CzI42YFIfluI) **\[Competitive Insights]** and are only available with specific impact.com account editions or add-ons. Refer to the [*Account editions reference*](#account-editions-reference) for more information.

| Report                   | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Finance Benchmark Report | <p>These reports help you understand how your partnership program compares against your competitive segment.</p><p>• <a href="/pages/Kn6P2PWJLjzQ3y37xBl6">Finance benchmark overview</a> allows you to compare your program's metrics to the average performance of similar programs.</p><p>• <a href="/pages/QXhnuv2FfgOxpVVQp08Y">Finance benchmark partner analysis</a> dives deeper, showing how your partners rank compared to their performance in other programs and highlighting areas where you may be over- or under-performing.</p><p>• <a href="/pages/n7MxM9JpBGmdNRtJfdcd">Finance benchmark recommendations</a> identify high-performing partners in your segment who offer strong revenue opportunities for your program and allow you to filter by existing or unjoined partners to determine which partnerships could bring value to your program.</p>                                                                                                                                                                                              |
| Benchmark Reports        | <p>These reports give you a picture of how your program compares to others, where there's room to grow, and which partners can help drive that growth.</p><p>• <a href="/pages/4MQdjewXyXsChGj0r3cz">Brand benchmarking overview</a> compares your partner program's performance to others in your competitive segment by providing an overview of your partners' activity levels, your programs efficiency, and your partner type distribution among other things.</p><p>• <a href="/pages/zPpKtPLXLaTgchgX7ZVp">Benchmark partner analysis</a> ranks your partners based on their performance in your program vs. how they perform in others, identifying gaps and opportunities in your program for growth and where you may have over- or under-indexed in different performance metrics.</p><p>• <a href="/pages/UALrisDjggC87bNlzXQr">Benchmark recommendations</a> highlights high-performing partners in your segment, allowing you to filter for existing partners or partners who haven't yet joined, suggesting which partners to recruit or invest in.</p> |
| Industry Insights Report | This report provides you with industry-level insights, allowing you to see the average program metrics for your vertical. These insights are grouped to give you an overview of your program, key program metrics, and the top partners in your vertical. Learn more about the [Industry Insights report](/brand/what-would-you-like-to-learn-about/performance-program/performance-program-reports/competitive-insights/industry-insights-report).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |

</details>

<details>

<summary>Creator program reports</summary>

Creator reports can be found in your impact.com Creator program. They aggregate campaign metrics from various sources such as impact.com's performance data, and external sources such as social media data. See [Creator Reports Overview](/brand/what-would-you-like-to-learn-about/creator-program/creator-reports/creator-reports-overview) for more information.

| Report              | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Performance Reports | These reports give you a wide range of tracking data broken down by various creator-driven metrics. They include the [Content & Campaign Overview Report](https://help.impact.com/brand/what-would-you-like-to-learn-about/creator-program/creator-reports/content-and-campaign-overview-report), which groups data according to each campaign, creator, social platform, and post. Various KPIs, like actions or click events, can be found in these reports. Learn more about [Performance reports](/brand/what-would-you-like-to-learn-about/creator-program/creator-reports). |
| Creator Wrap Report | This report provides you with a central place to monitor your campaign's performance. You can get key metrics such as the overall campaign performance, top-performing creators and content, and more. After running a campaign, you can share and demonstrate the campaign's value and get actionable insights to optimize your next campaign. Learn more about the [Creator Wrap report](/brand/what-would-you-like-to-learn-about/creator-program/creator-reports/creator-wrap-report).                                                                                        |

</details>

<details>

<summary>Advocate program reports</summary>

impact.com has a variety of metrics and analytics available to help you assess the health and success of your Advocate program. You can find downloadable reports for your program and participant data. All reports have filtering options to allow for greater control over the data you download and each report can be downloaded as a .csv or an Excel file.

| Report                                | Description                                                                                                                                                                                                                                                                                                                                                                                                                             |
| ------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Advocate Analytics Overview Explained | Analytics overview offers at-a-glance data across all of your referral programs. Here you can gauge the overall impact of your program across time and gain insight into the performance of all your Advocate programs based on a selected date. Learn more about the [Advocate Analytics Overview](/brand/what-would-you-like-to-learn-about/advocate-program/advocate-reporting-and-analytics/advocate-analytics-overview-explained). |
| Advocate Program Analytics Explained  | Program analytics offers insight into an individual Advocate program across a selected time period. You can track key metrics and view program performance through simple charts and graphs. Learn more about [Advocate Program Analytics](/brand/what-would-you-like-to-learn-about/advocate-program/advocate-reporting-and-analytics/advocate-program-analytics-explained).                                                           |
| Advocate Program Reports              | These reports provide information about your referral program's participants, activity, rewards, and tax information. They help you manage user engagement, track referral success, and fulfil or manage rewards. Learn more about [Advocate Program reports](/brand/what-would-you-like-to-learn-about/advocate-program/advocate-reporting-and-analytics/advocate-program-reports-explained).                                          |

</details>

#### Account editions reference

Here is a comparison of reports available across account editions.

| Reports                        | Starter                                      | Essentials                                   | Professional                                 | Enterprise                                   |
| ------------------------------ | -------------------------------------------- | -------------------------------------------- | -------------------------------------------- | -------------------------------------------- |
| Data lab custom reports        | <mark style="color:$danger;">**No**</mark>   | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Operations reports             | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Listing reports                | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Finance reports                | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Performance reports for brands | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Leapfrogging reports           | <mark style="color:$danger;">**No**</mark>   | **Limited**                                  | **Limited**                                  | **Limited**                                  |
| Event risk reports             | <mark style="color:$danger;">**No**</mark>   | <mark style="color:$danger;">**No**</mark>   | <mark style="color:$success;">**Yes**</mark> | <mark style="color:$success;">**Yes**</mark> |
| Competitive insights           | <mark style="color:$danger;">**No**</mark>   | **Limited**                                  | **Limited**                                  | **Limited**                                  |


# I'm new to impact.com

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Performance</strong></td><td>Drive revenue through strategic partnerships with content creators, publishers, and more.</td><td><a href="/pages/hBYe4jvHnbVkMeqrVJrZ">/pages/hBYe4jvHnbVkMeqrVJrZ</a></td></tr><tr><td><strong>Creator</strong></td><td>Build partnerships with creators to drive brand awareness, engagement, and revenue through authentic campaigns.</td><td><a href="/pages/wGsBJVSqKI1zkH2Fyc8P">/pages/wGsBJVSqKI1zkH2Fyc8P</a></td></tr><tr><td><strong>Advocate</strong></td><td>Turn your customers into brand advocates and drive word-of-mouth growth.</td><td><a href="/pages/5giGM1Ddm9BTzcJRbyec">/pages/5giGM1Ddm9BTzcJRbyec</a></td></tr><tr><td><strong>Amazon Seller</strong></td><td>Increase your Amazon product sales through impact.com affiliate partnerships while leveraging our powerful reporting and partner tools.</td><td><a href="/pages/XY3rV7Enml6pDbxBKs0k">/pages/XY3rV7Enml6pDbxBKs0k</a></td></tr><tr><td><strong>impact.com Starter Edition</strong></td><td>Get started with an easy setup, and an affordable way to unlock the power of partnerships.</td><td><a href="/pages/LempnTmIiiVJVLKzyiUp">/pages/LempnTmIiiVJVLKzyiUp</a></td></tr></tbody></table>


# Welcome to impact.com Starter Edition

During your onboarding checklist, you've completed key program settings such as partner payout percentages, connecting your eCommerce platform, and defining your program information like your name, logo, service areas, category, etc.

You are now ready to start working with partners.


# Step 1: Review & Activate Your Product Catalog Feed

If you have a product catalog on an e-commerce site, you can configure a catalog. [Turn on product catalogs for your program](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/product-catalogs/add-product-catalogs-as-a-brand).

* **Shopify:** [Connect your Shopify product catalog](https://integrations.impact.com/integration-guides/for-brands/plugin-integrations/e-commerce/integrate-with-shopify/shopify-product-catalog) to easily add an up-to-date list of your store's products.
* **Big Commerce/Magento/Woo Commerce:** Manually sync your product feed via the [Integrated Shopping Cart Import](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/product-catalogs/add-product-catalogs-as-a-brand) (In step 6 of the *Add a catalog* instructions, follow the instructions in the *Integrated Shopping Cart Import* tab).

<div data-with-frame="true"><figure><img src="/files/NnpdVeqo2byi85iiaTw2" alt=""><figcaption></figcaption></figure></div>


# Step 2: Make Your Products Easily Accessible to Partners

Upload a product catalog so partners can browse and promote your products.

1. [Add a product catalog](/brand/what-would-you-like-to-learn-about/platform-features/product-catalogs/add-product-catalogs-as-a-brand).
2. Keep your catalog updated so partners see accurate pricing and availability.


# Step 3: Onboard Existing Partners to Your impact.com Program

Add different types of partners (like affiliates, creators, or content publishers that you’ve already worked with) to your program. You can do this by adding them to any existing template terms in multiple ways. Refer to [Add & Review Partners on Template Terms](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/review-partners-on-template-terms) to learn how to:

* Add partners via branded links
* Add partners via template term actions
* Add new partners in bulk

<div data-with-frame="true"><figure><img src="https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-81b2b2d96257bc2378dbb3c1e9b22d91.png" alt=""><figcaption></figcaption></figure></div>


# Step 4: Turn Your Website Into a Partner Recruitment Tool

[Customize your direct partner signup page](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/account-settings/customize-your-impactcom-branding) and [add the signup link](https://help.impact.com/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program) to your website so that interested partners can easily join your program.

<div data-with-frame="true"><figure><img src="https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-94cd5c338cf8481ff212a12a6ef041b5.png" alt=""><figcaption></figcaption></figure></div>


# Step 5: Review New Partner Applications

When you [review new partner applications](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/review-partner-applications/review-partner-and-creator-applications), you can interact with them via direct message, view their media properties and statistics, and accept applications that are a good fit.

<div data-with-frame="true"><figure><img src="/files/t4cDUkf1HV9AdgPIiKIY" alt=""><figcaption></figcaption></figure></div>


# Step 6: Create & Assign Promo Codes to Partners

Provide partners with [promo codes](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/promo-codes/promo-codes-overview) to track and credit them for any actions they drive.

<div data-with-frame="true"><figure><img src="/files/zycvBWp6MVO1sqeJAjIx" alt=""><figcaption></figcaption></figure></div>


# Step 7: Create & Upload Multiple Ad Types

Create and upload [multiple ad types](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/ads/create-ads/introduction-to-asset-types) to help your partners create excitement and visibility for your brand.

<div data-with-frame="true"><figure><img src="/files/L0HvxHzhOnhSuuRUqqrv" alt=""><figcaption></figcaption></figure></div>


# Step 8: Recruit & Onboard New Partners to Your Program

Now that you’ve got a variety of promotional material, partners can promote your brand. Next, you’ll have to reach out to suitable partners and onboard them. Choose how you signed up to see your recruiting options.

{% tabs %}
{% tab title="Recruit & onboard partners" %}
Recruit and onboard partners in the following ways:

* An [account-level sign-up link](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#share-an-account-level-sign-up-link)
* A [program sign-up link](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#share-a-program-specific-sign-up-page)
* Using [template terms](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#add-partners-to-template-terms-manually-or-in-bulk)
* [Partner Recommendations](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/recruiting-for-starter-edition-accounts/partner-recommendations-for-starter-edition)
  {% endtab %}

{% tab title="Recruit partners (agency sign-up)" %}
If you've signed up through an agency, you can recruit partners in the following ways:

* An [account-level sign-up link](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#share-an-account-level-sign-up-link)
* A [program sign-up link](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#share-a-program-specific-sign-up-page)
* Using [template terms](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/invite-partners-to-join-a-brands-program#add-partners-to-template-terms-manually-or-in-bulk)
* [Discover](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/discover/discover-overview)
  {% endtab %}
  {% endtabs %}

[Watch this short video](https://pxa.impact.com/student/activity/1278567-micro-recruiting-partners-via-direct-signup-link-and-seo-search?sid=a8c25854-249f-4778-9a12-8b7bf634f49e\&sid_i=1) for a walkthrough of recruiting partners.


# Step 9: Engage With Your Partners

Ensure that your partners are kept up-to-date with your latest products, promotions, and content by interacting with them via [email and in-app newsletters](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/newsletters/create-and-send-newsletters-to-partners) or using the [Messages](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/messaging/send-a-message-to-a-partner) option.

<div data-with-frame="true"><figure><img src="/files/5n5rcTsBl2ywiMpU0mjV" alt=""><figcaption></figcaption></figure></div>


# Account Administration

Learn more about managing user access and permissions and your account settings.


# Account Settings


# Notifications


# Manage Your Brand Notification Settings

impact.com notifications keep you informed about events happening in your account. Learn how notifications in impact.com work, and how you can customize their frequency.

#### How notifications work

impact.com will send you notifications when events occur in your account. By default, you'll receive notifications about:

* Administrative events, like when your account changes or when new users are invited and join
* Finance events, like when your payments go out and your account balance changes
* Program events (*Campaign events*), like when partners apply to your program, contracts are updated, and more
* Technical events, like when your FTP or API credentials are requested, files are processed, or if errors occur

These notifications appear in the notification panel accessible in the left sidebar and are sent to you via email.

#### Modify your notifications

Notifications can be sent on a per-event basis; through daily, weekly, or monthly email digests; sent to your mobile device via SMS; or configured to not notify you.

1. From the top navigation bar, select ![](/files/expnfgwKPMX0KubU8zBA) **\[Notifications]** to view your notifications.
2. In the upper right corner of the notification panel, select **\[Settings]** ![](/files/jA6jLZ1RleK5VI2zmvap) to edit notification settings
3. Use the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to modify the notification's frequency.
   * For each notification, you can select **Specific settings (Advanced)** from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to specify the frequency at a more granular level.

#### Custom notifications

You can create custom notifications to receive alerts when specific criteria is met.

You can access Custom notifications by following these steps:

1. From the top navigation bar, select ![](/files/expnfgwKPMX0KubU8zBA) **\[Notifications]** to view your notifications.
2. In the upper right corner of the notification panel, select **\[Settings]** ![](/files/jA6jLZ1RleK5VI2zmvap) [to edit notification settings](https://app.impact.com/secure/advertiser/notification/view-edit-notification-deliverychannel-settings-advertiser-flow.ihtml).
3. At the top of the screen, select [Custom Notifications](https://app.impact.com/secure/advertiser/notification/view-datanotifications-flow.ihtml).

<div data-with-frame="true"><figure><img src="/files/QGSMPztHI14fhsjoYU1N" alt=""><figcaption></figcaption></figure></div>

You can create two different types of custom notifications: **Performance notifications** and **Fraud notifications**.

<details>

<summary>Creating a performance notification</summary>

1. Select **Create New → Performance Notification**.
2. Refer to the table below for details on each of the options.
3. Select **Save** to create the notification.

| Field                   | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account**             | Select which Brand Account this notification is for—this option is primarily for users and/or agencies who manage multiple brands.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **Notification Name**   | The name will show in the subject line of your notification email.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **Description**         | The description will show in the notification message. Provide enough detail to identify the rule(s).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **Look at activity by** | <p>This option selects the level of granularity the rules are run at.</p><p>• <strong>Media per program</strong> will run the notification for every media and program combination found in the account.</p><p>• <strong>Media per ad</strong> will run the notification for every media and ad combination found in the account.</p><p>• <strong>Media across all programs</strong> will run the notification for every media and program combination across all programs found in the account.</p><p>• <strong>Program</strong> will run the notification rules for just the current program.</p><p>• <strong>Ad</strong> will run the notification rules for all of the ads found in the account.</p> |
| **Run Rules**           | Select the frequency you would like to run the rules, once a day or once a week (Monday). The system analyzes performance and triggers the custom notification message if the rules have been met. You will receive the email in the early morning hours of your time zone.                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **Data Range**          | Select the date range for the notification rules to apply to. Select the **Compare** checkbox if you want to compare the currently selected date range to another.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **Rules**               | Choose **All** (meaning, each rule you set must be met in order for the notification will be sent) or **Any** (meaning, if any of the rules are met, the notification will be sent). Use the dropdown menus and fields to create your personalized rules.                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| **Make Public**         | Select this option if you want other users in this account to also have access to this notification.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |

<div data-with-frame="true"><figure><img src="/files/1Jo8SWoxMSnjWUUbMfFf" alt="" width="563"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Creating a fraud notification</summary>

1. Select **Create New → Fraud Notification**.
2. Refer to the table below for details on each of the options.
3. Select **Save** to create the notification.

| Field                  | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account**            | Select which Brand Account this notification is for—this option is primarily for users and/or agencies who manage multiple brands.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| **Notification Name**  | The name will show in the subject line of your notification email.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| **Description**        | The description will show in the notification message. Provide enough detail to identify the rule(s).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **Rule Notifications** | <p>This option selects the level of granularity the rules are run at.</p><p>• <strong>Multiple actions from the same IP Address</strong> will set the action number limit for an IP address, after which the fraud notification will be sent.</p><p>• <strong>Too short click-to-action time</strong> will set the minimum click-to-action time (in seconds) after a specified number of actions for the day.</p><p>• <strong>Click Hijacking</strong> will set the minimum time a Partner’s click may be within another Partner’s click (in seconds) after a specified number of clicks for the day.</p><p>• <strong>No referring URL</strong> will set a limit to the number of clicks a Partner may be credited with without a referring URL in a day.</p><p>• <strong>Large Transactions</strong> will set the maximum sale dollar amount a Partner may be credited with.</p><p>• <strong>Foreign Traffic</strong> will set the maximum click quantity for a specific country per day.</p> |
| **Make Public**        | Select this option if you want other users in this account to also have access to this notification.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |

<div data-with-frame="true"><figure><img src="/files/pT8M1Oq0dycGgJI80sRB" alt="" width="563"><figcaption></figcaption></figure></div>

</details>


# Create a Notification for Monthly Volume Limits

If you're on a monthly payment processing contract with impact.com, you can easily configure a custom notification to alert you (or any account members) when your account is approaching your volume limit.

* This notification only works for **monthly payment processing volume contracts**, not annual contracts. If you're on an annual processing volume contract and want to know where you are based on your annual limit, contact us via support or ask your CSM.
* The notification is based on non-locked action volume, meaning the actual processing volume amount is subject to change based on reversals, contract changes, etc. It should be used as an estimate, not as the final amount.

#### Configure a volume limit notification

1. From the top navigation bar, select ![](/files/expnfgwKPMX0KubU8zBA) **\[Notifications]**.
2. In the upper right corner of the notification pane, select **Settings** .
3. At the top of the screen, select the **Custom Notifications** tab.
4. Hover over a notification you want to edit and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **Edit**.
5. In the *Notification Details* section, select the **Account** for this notification from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu].**
6. Add a **Notification Name** and add a **Notification Description**. The description will appear in the notification that's sent.
7. In the *Notification Rules* section, use the *Look at activity by* ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to select **Media across all programs**.
8. For *Run Rules*, select **Once a Day**.
9. For the *Date Range*, select **Month to Date**.
10. In the *Rules* box, use the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to create the following logic:

    `[Total cost]` `[greater than or equals]` `[monthly volume processing limit]`.

    <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> Refer to your contract with impact.com to find your monthly payout processing volume amount.</p></div>
11. Choose whether or not to share this with other members of your impact.com account, then select **Save**.


# Enable Event Notification Postbacks for Brands

Event notification postbacks (webhooks) notify your internal systems in real-time when specific events occur. While the data sent varies by event, the configuration process is the same for all.

{% stepper %}
{% step %}

### Access event notification postbacks

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. Under the *Technical* section, select [**Event Notifications**](https://app.impact.com/secure/advertiser/accountSettings/techintegration/view-edit-adv-pingback-settings-flow.ihtml?).
   {% endstep %}

{% step %}

### Complete global configuration fields

1. Hover over the event for which you want to configure a notification postback and select ![](/files/tcQS14zAgxVROYiMl2xJ) **\[Edit]**.
2. Use the table below to configure the delivery settings:

| Field            | Description                                                                                                                                                                                                                                                                                                                                            |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| URL              | The endpoint on your server that will receive the data.                                                                                                                                                                                                                                                                                                |
| HTTP Method      | <p><code>GET</code>: Data is appended to the URL as query strings.</p><p><code>POST</code>: Data is sent in the request body, which includes various optional parameters you can set.<br><br>Refer to <a href="#notification-events-and-payloads">Notification events and payloads</a> for more information on each event and the payload content.</p> |
| HTTP Header      | (Optional) Add custom headers for authentication (e.g., `Authorization: Bearer token`).                                                                                                                                                                                                                                                                |
| Minimum Delay    | Set *Minimum Delay* in seconds to protect your server from traffic spikes.                                                                                                                                                                                                                                                                             |
| Maximum Requests | Set *Maximum Requests* per second to protect your server from traffic spikes.                                                                                                                                                                                                                                                                          |
| Success Response | The specific text string or HTTP status code your server returns when a postback is handled correctly.                                                                                                                                                                                                                                                 |
| Error Response   | The text string or status code that indicates a failure (e.g., `ERROR` or `500`).                                                                                                                                                                                                                                                                      |
| {% endstep %}    |                                                                                                                                                                                                                                                                                                                                                        |
| {% endstepper %} |                                                                                                                                                                                                                                                                                                                                                        |

### Notification events & payloads

Each event notification sends a unique set of configurable data points (e.g., `{ActionId}`). Refer to the events below to learn what data points you can extract from the payloads.

<details>

<summary><strong>Action Lifecycle Events</strong></summary>

Action Lifecycle Events will issue an HTTP request to a specified URL (and any included parameters) when an action is tracked, modified, or reversed.

```json
// A POST example in JSON format
{
  "CampaignId": 9876, // Program ID
  "ActionTrackerId": 12345, // Event Type ID
  "MediaPartnerId": 555, // Partner ID
  "CampaignName": "Spring Global Promotion", // Program Name
  "ActionTrackerName": "Standard Sale Tracker", // Event Type Name
  "MediaPartnerName": "Top Tier Affiliates", // Partner Name
  "ActionId": "ACT-778899", // Action ID
  "Status": "MODIFIED", // Action Status
  "StatusDetail": "Item return - payout adjusted", // More details about the action status
  "AdId": 44332, // Ad ID
  "Payout": 10.50, // Action payout to the Partner, in the partner's currency
  "DeltaPayout": -5.00, // The change of the Payout Amount
  "IntendedPayout": 15.50, // The intended Payout Amount for an overlimit action
  "Amount": 100.00, // Action amount, in the account's currency
  "DeltaAmount": -50.00, // Corrected Amount from previous action
  "IntendedAmount": 150.00, // The intended Sale Amount for an overlimit action
  "Currency": "USD", // Currency for the action
  "OriginalCurrency": "USD", // Original (i.e. cart) currency for the action
  "OriginalAmount": 100.00, // Original (i.e. cart) amount for the action
  // "items" collection: Data for individual items in this action
  "items": [{join(items, i, 
  "\{\"sku\":\"{i.sku}\",
  \"item_price\":{i.amt},
  \"category\":\"{i.cat}\",
  \"quantity\":{i.qty},
  \"cartamt\":{i.cartamt},
  \"rbt\":\"{i.rbt}\",
  \"name\":\"{i.name}\"\}")}],
  "EventDate": "2026-04-08T09:00:00Z", // Date of conversion
  "CreationDate": "2026-04-08T09:05:00Z", // Date created in system
  "LockingDate": "2026-05-08T00:00:00Z", // Date action will be locked
  "ClearedDate": "2026-05-15T00:00:00Z", // Date scheduled to clear
  "ReferringDomain": "blog.partner.com", // Domain of referral
  "LandingPageUrl": "https://brand.com/sale", // URL of landing page
  "RefCustomerArea": "California", // Customer Area (IP derived)
  "RefCustomerCity": "San Francisco", // Customer City (IP derived)
  "RefCustomerRegion": "CA", // Customer Region (IP derived)
  "RefCustomerCountry": "US", // Customer Country Code (IP derived)
  "RefClickId": "CLK9988776655", // Unique click identifier
  "SharedId": "social_post_01", // Partner shared ID
  "PromoCode": "SAVE20", // General promo code
  "CustomerStatus": "EXISTING", // Customer status
  "Oid": "ORD-554433", // Order ID
  "Note": "Partial return processed", // Note supplied with action
  "CustomerPostCode": "94105", // Customer Post Code
  "CustomerCity": "San Francisco", // Customer City
  "CustomerCountry": "US", // Customer Country Code
  "CustomerRegion": "CA", // Customer Region
  "CustomerId": "CUST-12345", // Customer ID
  "CustomerEmail": "a665a45920422f9d417...", // Hashed Customer Email
  "IpAddress": "192.168.1.1", // IP Address
  "CallerId": null, // Phone number of the caller
  // Custom Supplemental Fields
  "Text1": "Custom Val 1", // Text 1
  "Date1": "2026-04-08", // Date 1
  "Money1": 10.00, // Money 1
  "Numeric1": 1, // Numeric 1
  // Device & App Metadata
  "appPackage": "com.brand.app", // Mobile app package
  "appName": "BrandStore", // Mobile app name
  "appVersion": "4.2.1", // Mobile app version
  "deviceOs": "iOS", // Device operating system
  "deviceOsVersion": "17.4", // Device OS version
  "deviceManuf": "Apple", // Device manufacturer
  "deviceModel": "iPhone 15", // Device model
  "macAddress": "00:1B:44:11:3A:B7", // MAC Address (Upper)
  "macAddressLower": "00:1b:44:11:3a:b7", // MAC Address (Lower)
  "macAddressAlpha": "001B44113AB7", // MAC Address (No colons)
  "macAddressSha1": "47a32...", // MAC SHA1
  "iosIfa": "EA7583CD-A667-48BC-B806-42ECB2B48606", // iOS Advertising ID
  "iosAdTracking": "1", // iOS Ad Tracking setting
  "androidId": null, // Android ID
  "deviceId": "D-556677", // Device ID
  "deviceIp": "192.168.1.1" // Device IP
}
```

</details>

<details>

<summary><strong>Action Inquiry Events</strong></summary>

Action Inquiry Events will issue an HTTP request to a specified URL (and any included parameters) when action inquiries are created or resolved.

```json
// A POST example in JSON format
{
  "Id": 554433, // Unique identifier of the action inquiry in the system
  "MediaPartnerId": 555, // Partner ID
  "MediaPartnerName": "Top Tier Affiliates", // Partner Name
  "CampaignId": 9876, // Program ID
  "CampaignName": "Spring Global Promotion", // Program Name
  "OrderId": "ORD-12345", // Order ID of the reported action
  "TransactionDate": "2026-04-01T14:30:00Z", // Transaction date of event that triggered action inquiry
  "TransactionAmount": 250.00, // Transaction amount of event that triggered action inquiry
  "InquiryType": "MISSING_ACTION", // Type of action inquiry
  "ExpectedPayout": 25.00, // Payout amount expected by Partner
  "ResolutionDeadlineDate": "2026-05-01T00:00:00Z", // The date by which the inquiry must be accepted or declined
  "TrackingLink": "https://proweb.com/click?cid=1&pid=555", // Tracking link provided by Partner
  "ActionId": "ACT-999000", // Action ID (if associated with an existing action)
  "AutoApprovalDate": "2026-05-05T00:00:00Z", // The date the system will run the automatic approval rules
  "ResolutionStatus": "PENDING", // The final resolution status for the action inquiry
  "RejectReason": null, // Reason why the action inquiry was rejected
  "FinalPayout": 0.00, // The final payout associated with the action inquiry
  "ResolutionDate": null, // The date the inquiry was decided
  "CreationDate": "2026-04-08T10:05:00Z", // Date when the inquiry is created in the system
  "InquiryNotes": "Customer claims they clicked the link but no credit was shown.", // Inquiry notes submitted by the Partner
  "ResolutionNotes": null, // Notes submitted when inquiry was decided
  "Comments": "[{\"user\": \"support_agent\", \"text\": \"Verifying click logs now.\"}, {\"user\": \"partner\", \"text\": \"Customer provided receipt.\"}]" // Comments added to the inquiry (in JSON format)
}
```

</details>

<details>

<summary><strong>Action Clearing Events</strong></summary>

Action Clearing Events will issue an HTTP request to a specified URL (and any included parameters) when actions are cleared.

```json
// A POST example in JSON format
{
  "ActionTrackerId": 12345, // Event Type ID
  "ActionTrackerName": "Standard Sale Tracker", // Event Type Name
  "CampaignId": 9876, // Program ID
  "CampaignName": "Spring Global Promotion", // Program Name
  "MediaPartnerId": 555, // Partner ID
  "MediaPartnerName": "Top Tier Affiliates", // Partner Name
  "OrderIds": "ORD-9921,ORD-9922", // Order IDs of the reported actions (comma separated)
  "ActionIds": "ACT-101,ACT-102", // Action IDs (comma separated)
  "ClearedDate": "2026-04-15T12:00:00Z", // Date (ISO 8601) when the action is scheduled to clear
  "LedgerDate": "2026-04-08T09:54:43Z" // Date (ISO 8601) when the action was cleared
}
```

</details>

<details>

<summary><strong>Tracking Value Request Events</strong></summary>

Tracking Value Request Events will issue an HTTP request to a specified URL (and any included parameters) when tracking requests are created.

```json
// A POST example in JSON format
{
  "CampaignId": 9876, // Program ID
  "ActionTrackerId": 12345, // Event Type ID
  "MediaPartnerId": 555, // Partner ID
  "ActionId": "ACT-778899", // Action ID
  "Amount": 150.00, // Action amount in account's currency
  "Currency": "USD", // Currency for the action
  "Oid": "ORD-554433", // Order ID
  // "items" collection: Breakdown of individual products in the action
  "items": [{join(items, i, "\{\"sku\":\"{i.sku}\",\"item_price\":{i.amt},\"category\":\"{i.cat}\",\"quantity\":{i.qty},\"cartamt\":{i.cartamt},\"rbt\":\"{i.rbt}\",\"name\":\"{i.name}\"\}")}],
  "EventDate": "2026-04-08T09:00:00Z", // Conversion date
  "IpAddress": "192.168.1.1", // IP Address of the device
  "RefClickId": "CLK9988776655" // Unique click identifier
}
```

</details>

<details>

<summary><strong>Completed Job Events</strong></summary>

Completed Job Events will issue an HTTP request to a specified URL (and any additional parameters) when a job has been completed for a [Report Export](https://integrations.impact.com/brand-api-reference/reference/report-export/report-export) or [Click Export](https://integrations.impact.com/brand-api-reference/reference/clicks/clickexport).

```json
// A POST example in JSON format
{
  "JobId": 10293847, // Unique ID of Job
  "JobType": "REPORT_EXPORT", // The type of Job
  "AccountId": 7744, // Account ID
  "StartDate": "2026-04-08T10:00:05Z", // The time the job started
  "EndDate": "2026-04-08T10:11:02Z", // The time the job completed
  "RecordsProcessed": 5240, // The number of records processed or generated
  "ApiJobDetailUri": "https://api.impact.com/jobs/10293847", // API URI to get more details about the job
  "ApiResultUri": "https://api.impact.com/jobs/10293847/result", // API URI to get the result of the output of the job
  "ResultDownloadUrlExp5": "https://download.impact.com/file?token=a1b2...&exp=5min", // URL to download the output (5-minute expiry)
  "ResultDownloadUrlExp15": "https://download.impact.com/file?token=a1b2...&exp=15min", // URL to download the output (15-minute expiry)
  "ResultDownloadUrlExp30": "https://download.impact.com/file?token=a1b2...&exp=30min", // URL to download the output (30-minute expiry)
  "ResultDownloadUrlExp60": "https://download.impact.com/file?token=a1b2...&exp=60min" // URL to download the output (60-minute expiry)
}
```

</details>

<details>

<summary><strong>Publisher Application Events</strong></summary>

{% hint style="success" %}
**Note:** This functionality is in beta. Contact your CSM or our [support team](https://app.impact.com/support/portal.ihtml?createTicket=true&) if you'd like to test this feature.
{% endhint %}

Publisher Application Events will issue an HTTP request to a specified URL when a partner submits an application and each time the application is approved, rejected, or retracted.

If a `PENDING` payload is delivered with empty data points, the system is designed to trigger updates as information becomes available. Subsequent successful deliveries will populate those previously empty fields, ensuring your records stay synchronized with the latest processed information.

{% hint style="warning" %}
**Important:** If you have [application workflows](/brand/what-would-you-like-to-learn-about/platform-features/review-partner-applications/automate-partner-application-processing) configured, they run before the webhook fires. The webhook fires with the resulting *Status*: `APPROVED` or `REJECTED` if a workflow processed the application, `PENDING` if no workflow applied, or `RETRACTED` if the partner withdrew the application.
{% endhint %}

The payload contents vary by *Status*. The example below shows a `PENDING` event, with comments indicating which fields appear for other statuses.

```json
// A POST example in JSON format
{
  "Status": "PENDING", // Status of application: PENDING, APPROVED, REJECTED, RETRACTED
  "ProgramId": "9876", // Program ID
  "TemplateTermsId": "4455", // Template Terms ID
  "ContractId": "112233", // Contract ID
  "ApplicationDate": "2026-04-09T08:30:00Z", // Date of application
  "PublisherSignerName": "Sarah Chen", // Publisher user processed by
  "PublisherId": "555", // Partner ID
  "Name": "Elite Content Creators", // Partner Name
  "BusinessModel": "SOCIAL_INFLUENCER", // Partner's primary business model
  "Address": "123 Marketing Way", // Street address
  "City": "Los Angeles", // City
  "State": "CA", // State
  "Country": "US", // Country

  // APPROVED, REJECTED, RETRACTED only
  "DecisionDate": null, // Date of decision

  // APPROVED only
  "ContractStartDate": null, // Date of contract start

  // REJECTED only
  "DeclineReason": null, // Reason for rejection

  // APPROVED, REJECTED only
  "AdvertiserSignerName": null, // Advertiser user processed by

  // PENDING only: Partner profile fields
  "Description": "A premium network of lifestyle and travel influencers.", // Partner profile description
  "Language": "en-US", // Language
  "PublisherSize": "M", // XS, S, M, L, XL
  "PastRelationship": "false", // Boolean indicating previous contract
  "MarketplaceApproved": "true", // Boolean indicating marketplace status
  "ReceivedPayout": "true", // Boolean indicating if they have received a payout

  // PENDING only: Media properties associated with the partner
  "properties": [{join(properties, i, "{\"platform\":\"{i.platform}\",\"verified\":\"{i.verified}\",\"url\":\"{i.url}\",\"category\":\"{i.category}\",\"reach\":\"{i.reach}\",\"engagementRate\":\"{i.engagementRate}\",\"audienceCountryPct\":\"{i.audienceCountryPct}\",\"audienceGenderPct\":\"{i.audienceGenderPct}\",\"audienceAgeRangePct\":\"{i.audienceAgeRangePct}\"}")}],

  // PENDING only: Creator demographic fields
  "CreatorIncome": "", // Household income
  "CreatorGender": "", // Gender
  "CreatorEthnicity": "", // Ethnicity
  "CreatorEducation": "", // Education level
  "CreatorRelationshipStatus": "", // Relationship status
  "CreatorParentalStatus": "", // Parental status
  "CreatorPronouns": "", // Pronouns
  "CreatorDOB": "", // Date of birth

  // PENDING only: Group IDs
  "GroupIds": "1001,1002,1003" // Comma-separated group IDs
}
```

</details>

### Postback retry mechanism

If a postback fails when attempting to post to the destination URL, the delivery automatically retries based on a set schedule up to 15 times. Retries help account for temporary network issues or server unavailability.

#### Conditions where retries will not occur

A postback won't retry in the following cases:

* The destination URL is malformed or invalid.
* The destination URL or its host does not resolve, for example, because of a DNS lookup failure.

#### Retry schedule

The retry attempts follow the schedule below. Retry 1, 2, and 3 are skipped if the HTTP response code is in the range of `400` to `500`.

<details>

<summary>Retry schedule reference</summary>

<table><thead><tr><th width="321.0546875">Retry Attempt</th><th>Delay Before Retry</th></tr></thead><tbody><tr><td>Retry 1</td><td>+15 seconds</td></tr><tr><td>Retry 2</td><td>+15 seconds</td></tr><tr><td>Retry 3</td><td>+15 seconds</td></tr><tr><td>Retry 4</td><td>+3 minutes</td></tr><tr><td>Retry 5</td><td>+3 minutes</td></tr><tr><td>Retry 6</td><td>+15 minutes</td></tr><tr><td>Retry 7</td><td>+15 minutes</td></tr><tr><td>Retry 8</td><td>+15 minutes</td></tr><tr><td>Retry 9</td><td>+2 hours</td></tr><tr><td>Retry 10</td><td>+2 hours</td></tr><tr><td>Retry 11</td><td>+2 hours</td></tr><tr><td>Retry 12</td><td>+6 hours</td></tr><tr><td>Retry 13</td><td>+6 hours</td></tr><tr><td>Retry 14</td><td>+6 hours</td></tr><tr><td>Retry 15</td><td>+6 hours</td></tr></tbody></table>

</details>


# Invite & Manage Users


# Understanding User Management as a Brand

This article explains the process for effectively creating and managing your account users as a brand. It covers how to *Create Custom Roles*, *Create a User Access Group*, and *Invite Account User*. Following the recommended setup process is important to ensure you avoid having to backtrack steps.

**Step 1 - Create Custom Roles**

* *Custom Roles* enable you to tailor permissions to your account management needs. You'll create them to ensure that they can later be assigned to *User Access Groups*. This step should be done first. While we offer *Predefined User Roles* for convenience, we also allow you to create *Custom Roles* for greater flexibility.
* For details on managing existing *Custom Roles*, refer to the [related article](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-custom-roles).

**Step 2 - Create a User Access Group**

* Once a *Custom Role* has been created, you can assign it to a *User Access Groups*. *User Access Groups* help organize programs with specific roles. Note that only one role can be applied per product. Creating *User Access Groups* is intended to help you manage permissions based on each group’s assigned roles.
* For details on managing existing *User Access Groups*, refer to the [related article](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-user-access-groups).

**Step 3 - Invite Account User**

* The final step is to invite an *Account User* after creating the *Custom Role* (if you haven’t selected a *Predefined User Role*) and the *User Access Group*. Once created, both will be available to add when inviting new users.
* For details on managing existing *Account Users*, refer to the [related article](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/invite-account-users).


# Create Custom User Roles

Every user in your impact.com account has a user role and permissions assigned to it. Users can be assigned a predefined role, or you can create a custom role for them. Learn how to manage [existing custom roles](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-custom-roles).

{% hint style="info" %}
**Note:** The user roles in this article apply only to the *Performance* and *Creator* programs. For *Advocate* program users, refer to the member roles and permissions [here](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/advocate-team-member-roles-and-permissions) for detailed information about roles specific to the *Advocate* program.
{% endhint %}

**Custom Roles vs Predefined Roles**

* A custom role is created by you, while predefined roles are created by impact.com for convenience. The steps below explain how to create a custom role, which you can then apply to any user account.

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Important:</strong> You cannot modify the permissions of a user role once a predefined role has been applied.</p></div>

#### What predefined roles do we offer?

Refer to the *Predefined roles reference* below for more details about what each role entails.

<details>

<summary>Predefined roles reference</summary>

| Role                                                  | Description                                                                                                                                                                                                                      |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account Administrator**                             | Admins have full access to all aspects of impact.com and can manage account settings, including adding or removing account users.                                                                                                |
| **Analyst**                                           | Analysts have view-only access to most reports and can review contracts. This role is best suited for users who primarily need to review and export reports from impact.com.                                                     |
| **Finance**                                           | The Finance role allows users to view financial reports, manage wallets and funding, and review contracts and template terms. This role is ideal for users who need to add funds and export financial documents from impact.com. |
| **Implementation Specialist**                         | This role is intended for developers and technical users managing the impact.com integration (tracking, code, etc.) with their website and tech stack.                                                                           |
| **Performance Marketing Manager / Affiliate Manager** | This role is for performance marketing (and affiliate) managers using impact.com on a daily basis. They need full access to reports, contracts, and partner features.                                                            |
| **Custom**                                            | This role allows for custom user access, granting specific permissions on a granular basis.                                                                                                                                      |

</details>

#### Create a Custom Role

Follow the steps below to create a custom role:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. Under *General*, select **Account Users**.
3. On the *Account User* screen, select the **Manage** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** → **Manage Custom Roles**.
4. Select **Create Custom Role**.
5. Enter the *Role Name*.
6. Under the *Product* section, select the ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio Button]** to choose which area of the product a role will be assigned to.
   * Performance
   * Altitude
   * Tag Manager
   * Forensiq
7. In the *Permissions* section, select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked boxes]** to enable specific permissions for a user role based on the *Product* selection.
   * View the *Permissions* reference table below for more information about what those permissions entitle.
   * Select the **Permissions** ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** to apply all permissions to the role.
   * Where applicable, select the *Level* of access you want the user to have for that permission, to **Manage** or **View**.

<details>

<summary>Permissions</summary>

| Permission                         | Products applicable to                                                     | Level          | Description                                                                              |
| ---------------------------------- | -------------------------------------------------------------------------- | -------------- | ---------------------------------------------------------------------------------------- |
| Account Security Settings          | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Manage user password and two factor authentication requirements.                         |
| Account Users                      | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Invite users and manage user permissions.                                                |
| Action Inquiries                   | • Performance                                                              | Manage or View | View and approve or reject action inquiries.                                             |
| Applications                       | • Performance                                                              | Manage or View | View, approve, and decline partner applications.                                         |
| Blocking/Redirect Rules            | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete rules for blocking or redirecting traffic.                      |
| Branding                           | • Performance                                                              | Manage         | Customize the UI experience for your direct partners.                                    |
| Channels                           | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Configure your additional marketing channels.                                            |
| Company Information                | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Manage account information like name and address.                                        |
| Compliance Audit Queue             | • Performance                                                              | Manage         | Manage the compliance audit queue.                                                       |
| Compliance Content Update          | • Performance                                                              | Manage         | Manage Compliance Content Update.                                                        |
| Compliance Manager                 | • Performance                                                              | Manage         | Compliance Officer for Fraud related communications.                                     |
| Compliance Queue                   | • Performance                                                              | Manage         | Manage the compliance review queue.                                                      |
| Compliance Settings                | • Performance                                                              | Manage         | Configure settings and compliance monitoring for partners, pages, keywords and websites. |
| Compliance Web Change Compare      | • Performance                                                              | Manage         | Compliance Web Change Compare.                                                           |
| Content                            | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete content assets, syndications, and widgets.                      |
| Content Labels                     | • Performance                                                              | Manage         | Create, edit, and delete content labels.                                                 |
| Creator Reporting                  | • Performance                                                              | Manage         | Creator Reporting.                                                                       |
| Custom Notifications               | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Create and share custom notifications.                                                   |
| Custom Tags                        | • Tag Manager                                                              | Manage         | Manage Custom Tags.                                                                      |
| Custom Tracking Domains            | • Performance                                                              | Manage         | Permission for accessing the custom tracking domains page.                               |
| Custom Reports                     | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Build and manage custom reports.                                                         |
| Dashboard                          | <p>• Performance</p><p>• Altitude</p>                                      | View           | View the dashboard.                                                                      |
| Deals                              | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete deals for partners.                                             |
| Deployments                        | • Tag Manager                                                              | Manage         | Manage Deployments.                                                                      |
| Exception Lists                    | • Performance                                                              | Manage         | Create, edit, and delete category, promo code, and SKU exception lists.                  |
| Expire Partners                    | • Performance                                                              | Manage         | Expire partners from your program.                                                       |
| Feed Distribution                  | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage feed distribution.                                                                |
| Finance Reporting                  | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | View finance reporting.                                                                  |
| Funding                            | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Fund your account and initiate manual funds transfers to partners.                       |
| Impact Portal Information          | • Performance                                                              | View           | View and search through the portal, documentation, and release notes.                    |
| Import Partners                    | • Performance                                                              | Manage         | Bulk import partners to your program.                                                    |
| Insights Reports                   | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | View           | View Insights reports.                                                                   |
| Library Tags                       | • Tag Manager                                                              | Manage         | Manage Library Tags.                                                                     |
| Manage Creator Campaigns           | • Performance                                                              | Manage or View | View, create, and edit creator campaigns.                                                |
| Manage Custom Fields               | • Performance                                                              | Manage         | Ability to manage custom fields; creating, updating, and deleting.                       |
| Manage Dynamic Forms and Surveys   | • Performance                                                              | Manage         | Ability to manage dynamic forms and surveys; creating, updating, and deleting.           |
| Manage Funding Accounts            | • Performance                                                              | Manage         | Manage Funding Accounts.                                                                 |
| Manage Legal Entities              | • Performance                                                              | Manage         | Manage Legal Entities.                                                                   |
| Manage Newsletters                 | • Performance                                                              | Manage         | Allow users to create, schedule, and send newsletters.                                   |
| Manage Performance Campaigns       | • Performance                                                              | Manage         | View, create, and edit performance campaigns.                                            |
| Manage Resources                   | • Performance                                                              | Manage         | Create, edit, and archive resources for partners.                                        |
| Marketplace Listing                | • Performance                                                              | Manage         | Manage your program's marketplace listing.                                               |
| Media Sources                      | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage your media sources.                                                               |
| Messaging                          | • Performance                                                              | Manage         | Manage the messaging features.                                                           |
| Models                             | • Altitude                                                                 | Manage         | Manage Models.                                                                           |
| Partner Custom Value               | • Performance                                                              | Manage         | Designate custom tracking values for partners.                                           |
| Partner Discovery                  | • Performance                                                              | Manage         | Discover, view the engagement stats of, and recruit new partners.                        |
| Partner Emails                     | • Performance                                                              | Manage         | Create emails to your partners. Does not include the ability to send.                    |
| Partner Groups                     | • Performance                                                              | Manage         | Create, assign, edit, and delete partner groups.                                         |
| Partners                           | • Performance                                                              | Manage         | Manage your partners.                                                                    |
| Pending Payouts                    | • Performance                                                              | Manage or View | View, approve, modify, or reverse pending payouts to partners.                           |
| Performance Reports                | <p>• Performance</p><p>• Altitude</p>                                      | View           | View performance reports.                                                                |
| Phone Numbers                      | • Performance                                                              | Manage         | Manage phone numbers.                                                                    |
| Product Catalogs                   | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage the creation and distribution of product catalogs.                                |
| Programs                           | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Add, edit, and remove programs in your account.                                          |
| Promo Codes                        | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage promo codes available to partners.                                                |
| Proposals                          | • Performance                                                              | Manage         | Approve, counter, or reject contract proposals from partners.                            |
| Prospecting                        | • Performance                                                              | Manage         | Access to prospecting features.                                                          |
| Report Management                  | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Allow a user to access the *More Reports* screen.                                        |
| Rules                              | • Tag Manager                                                              | Manage         | Setup Rules.                                                                             |
| Sites                              | • Tag Manager                                                              | Manage         | Setup Sites.                                                                             |
| SPOT Campaign Proposals            | • Performance                                                              | Manage         | Create and edit campaign proposals to partners.                                          |
| SPOT Campaigins                    | • Performance                                                              | Manage         | View, create, and edit campaigns and placements.                                         |
| Send Partner Emails                | • Performance                                                              | Manage         | View, create, and edit campaigns and placements.                                         |
| Social Listening                   | • Performance                                                              | Manage         | Social listening setup, search, prospecting and inviting.                                |
| Social Monitoring Policy           | • Performance                                                              | Manage         | Social Monitoring Policy.                                                                |
| Social Monitoring Summary          | • Performance                                                              | Manage         | Social Monitoring Summary.                                                               |
| Social Monitoring Violations       | • Performance                                                              | Manage         | Social Monitoring Violations.                                                            |
| Suspend Partners                   | • Performance                                                              | Manage         | Suspend and unsuspend partners from your program.                                        |
| Tasks                              | • Performance                                                              | Manage or View | Create, assign, update, and delete tasks.                                                |
| Tracking                           | • Altitude                                                                 | Manage         | Manage tracking settings: web services, action tracker, and branded URL integrations.    |
| Technical Settings                 | <p>• Performance</p><p>• Tag Manager</p><p>• Altitude</p><p>• Forensiq</p> | Manage or View | Manage technical settings.                                                               |
| Template Term Rules                | • Performance                                                              | Manage         | Create, edit, and delete rules that apply to all template terms.                         |
| Template Terms                     | • Performance                                                              | Manage or View | Create, view, edit, and delete template term.                                            |
| Template Term Administrator        | • Performance                                                              | Manage         | Template Term Administrator.                                                             |
| Test Actions                       | • Performance                                                              | Manage         | Manage test actions.                                                                     |
| Third Party Javascript Integration | • Performance                                                              | Manage         | Permission for accessing the third party integration page.                               |
| Tracking                           | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage tracking settings: web services, action tracker, and branded URL integrations.    |
| Variables                          | • Performance                                                              | Manage         | Setup Variables                                                                          |
| View Custom Fields                 | • Performance                                                              | Manage         | Ability to view custom fields.                                                           |
| View Dashboard                     | • Performance                                                              | Manage         | View Dashboard                                                                           |
| View Dynamic Forms and Surveys     | • Performance                                                              | Manage         | Ability to view dynamic forms and surveys.                                               |
| View Technical Settings            | <p>• Performance</p><p>• Tag Manager</p><p>• Forensiq</p>                  | Manage         | View technical settings                                                                  |
| Web Monitoring Policy              | • Performance                                                              | Manage         | Web Monitoring Policy                                                                    |
| Web Monitoring Summary             | • Performance                                                              | Manage         | Web Monitoring Summary                                                                   |
| Web Monitoring Violations          | • Performance                                                              | Manage         | Web Monitoring Violations                                                                |
| Workflows Manage                   | • Performance                                                              | Manage         | Manage Workflows and the Triggers, Actions, and Rules                                    |

</details>

8. Select **Save**.


# Manage Custom Roles

You can manage the [custom roles](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/create-custom-user-roles) you have created by editing and archiving them.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *General*, select **Account Users**.
3. On the *Account Users* screen, select the **Manage** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** → **Manage Custom Roles**.
4. Use the ![](/files/EoRxQpTxznjSCUW0j9AD) **\[Search bar]** to search, or the **Active** and **Product** filters to narrow down the results and find the custom role.
5. Select ![](/files/eS2ctGYTRkOaaZjaZgOU) **\[Columns]** if you want to to add additional columns. Refer to the *Columns reference* below for more information.

<details>

<summary>Columns reference</summary>

| Column            | Description                                          |
| ----------------- | ---------------------------------------------------- |
| Role Name         | The name of the custom role.                         |
| Product           | The product category assigned to the user role.      |
| Created By        | The account user who created the custom role.        |
| Created Date      | The date on which the custom role was created.       |
| Last Updated By   | The last account user to modify the custom role.     |
| Last Updated Date | The date on which the custom role was last modified. |
| Status            | The status of the custom role.                       |

</details>

6. Hover your cursor over the active custom role you want to manage and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** to edit or archive the role.

   **Actions**

   * **Edit**: Make changes to an *Active* custom role and select **Save** to confirm.
   * **Archive**: You cannot edit or restore a custom role once it has been *Archived*.

     <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Warning:</strong> Archiving a custom role removes it from the list of custom role options. You will lose all the settings assigned to this custom role once you <em>Archive</em> it. If the custom role is assigned to 1 or more users, this option will be unavailable.</p></div>


# Create a User Access Group

Before inviting users to your brand account, you need to set up user roles and *Access Groups*. This allows you to add new users to pre-defined groups with permissions tailored to their specific roles.

{% hint style="warning" %}
**Important:** Before creating an access group, make sure you have the *User Role* you want to assign to that group. For more details on the full process, see [Understanding User Management as a Brand](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand).
{% endhint %}

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *General*, select **User Access Groups**.
3. Select **Create User Access Group**.
4. Enter a *Name* for the user access group.
5. ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** the product type to enable user access to it (e.g., Performance, Altitude).
   1. From the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**, select the **Programs** for which you want to allow access to the product type to (e.g., *Performance*, *Altitude*).
   2. From the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**, assign the appropriate **Role** to the access group.

      <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> You can assign predefined impact.com user roles or create custom user roles.</p></div>

      * Optionally, select **View Permissions**, to see the permissions associated with the selected role for the user.
6. Select **Save**.
   * Optionally, select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** to **Set as default user access group**. If you enable this setting, the *User Access Group* will be the default when inviting new users.


# Manage User Access Groups

On the *User Access Group* screen, you can edit the setup of the [access groups](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/create-a-user-access-group) you have already created. Here, you can view archived access groups or set a specific access group as the default for new users.

{% hint style="warning" %}
**Warning:** Before inviting new account users, make sure the access group they'll be assigned to has the necessary permissions. Permissions are assigned through a *User Role*, and then applied to the access group. For an overview of the full process, see [Understanding User Management as a Brand](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand).
{% endhint %}

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under the *General* section, select **User Access Groups**.
3. Use the ![](/files/EoRxQpTxznjSCUW0j9AD) **\[Search bar]** to search for a specific user access group, or the **Status** filter to search for **All** user access groups, **Active** user access groups or **Archived** user access groups.
4. Select ![](/files/eS2ctGYTRkOaaZjaZgOU) **\[Columns]** if you want to to add additional columns. See the *Columns reference* below for more information.

<details>

<summary>Columns reference</summary>

| Column            | Description                                                  |
| ----------------- | ------------------------------------------------------------ |
| Group Name        | The name of the user access group.                           |
| Users Assigned    | The number of users assigned to the access group.            |
| Created By        | The user who created the access group.                       |
| Created Date      | The date the user access group was created.                  |
| Last Updated By   | The user who last made adjustments to the user access group. |
| Last Updated Date | The date user access group was last updated.                 |
| Status            | The current status of the user access group.                 |

</details>

5. Hover your cursor over the user access group you want to manage and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** to perform one of the following actions:
   * **Edit**: Make adjustments to the user access group and select **Save** to confirm the changes.
   * **Archive**: To archive the user access group, select **Archive** to confirm the action.
   * **Set as Default**: To make this group your default user access group when inviting new users.


# Invite Account Users

This article will guide you on how to invite your colleagues (or an [agency](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/invite-an-agency-account-user)) to your impact.com brand account. Learn how to manage existing account users through [user access groups](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-user-access-groups).

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. Under *General*, select **Account Users**.
3. In the upper-right corner of the screen, select **Invite** ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** → **Invite User**.
4. Below *User Email*, enter one or more user email addresses.
   * Multiple email addresses are comma-separated.
5. In the *User Access Group* section, apply a group from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** or select **Create new user access** to create a new one.
6. Optionally, send an invitation message to the user.
   * Select **Preview message** if you want to view the invitation before sending it.
7. Select **Invite** to send the invitation to the invitee.
   * An invitation email will then be received in the invitee's email box where they will accept your invitation.

<div data-with-frame="true"><figure><img src="/files/MtKWnMQHMxe4yrSGkusj" alt="" width="429"><figcaption></figcaption></figure></div>


# Invite an Agency Account User

{% hint style="info" %}
**Note:** You'll need the agency's Account Id in order to invite them to manage your account. [Contact support](https://app.impact.com/support/portal.ihtml?createTicket=true) (or reach out to your CSM) to discuss inviting an agency to manage your account.
{% endhint %}

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left side under *General*, select **Account Users**.
3. In the upper-right corner of the screen, select **Invite**, then select **Invite Agency**.
4. Add the **Agency Id** or optionally invite an agency user by entering their email address.
5. From the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**, assign the agency to a **User Access Group** or **Create new user access** for the particular agency.
6. Optionally, you can include an **Invitation Message** with your invite.
7. Select **Invite** to send the invitation to the agency.

<div data-with-frame="true"><figure><img src="/files/umMTDXiN7oBct3Bje6hF" alt="" width="429"><figcaption></figcaption></figure></div>


# Manage User Information & Settings

Manage your personal information and account preferences with the *My Profile* screen.

{% hint style="info" %}
**Trying to update your Marketplace profile?** Refer to our help article about [managing your Marketplace profile as a brand](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/manage-your-marketplace-profile-for-brands) instead.
{% endhint %}

#### Manage account settings

1. From the top navigation bar, select your ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User Profile] → Edit Profile**.
2. Adjust the setting you want to change.
   * See the *User setting reference* for the list of settings you can change.
3. Select **Save**.

#### User setting reference

The user settings are split into five categories: Basic Info, Security, Public Profile, Email Alerts, and Digest Settings.

<details>

<summary>Basic Info reference</summary>

This category contains your profile information. Except for your marketplace email address, all of these settings are private.

|                              |                                                                                                                                                                                                                                                                                   |
| ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **User Setting**             | **Description**                                                                                                                                                                                                                                                                   |
| Email Address                | The email address with which you will receive impact.com newsletters, alerts, and messages.                                                                                                                                                                                       |
| Password                     | The password for your impact.com account, You cannot view your current password, but you can change it here.                                                                                                                                                                      |
| Phone Number (2FA)           | Your phone number. This number will be used for two-factor authentication.                                                                                                                                                                                                        |
| Language Locale              | Your preferred language. If you changed your preferred language, log out and back into the platform to see it in the new chosen language.                                                                                                                                         |
| Send as email address        | [Connect your personal email to your impact.com account](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/emails/connect-your-personal-email-to-your-impactcom-account) to send emails to prospective partners directly from your email address. |
| Marketplace Email Address    | The email address that partners can reach you at.                                                                                                                                                                                                                                 |
| Marketplace Email Forwarding | You can hide your email from the marketplace and just have messages sent to you through impact.com to your email address.                                                                                                                                                         |
| Newsletter Email Address     | This email address will receive partner promotions and messages.                                                                                                                                                                                                                  |

</details>

<details>

<summary>Security reference</summary>

This category contains your security and two-factor authentication (2FA) settings. Learn more about [impact.com's 2FA](/other/reference-documentation/two-factor-authentication-faqs).

|                             |                                                                                                                                                    |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| **User Setting**            | **Description**                                                                                                                                    |
| Default Verification Method | You can have multiple 2FA verification options enabled for your account. Use this dropdown list to select which method to use as the default.      |
| Authenticator App           | Set up or reset your authenticator app. Learn more about [resetting the app](/other/reference-documentation/reset-your-authenticator-app-for-2fa). |
| Text Message                | Set up or change your text message 2FA settings.                                                                                                   |
| Email Address               | The email address to which we will end security codes.                                                                                             |
| Devices and Activity        | View recent devices and activity for your authenticated devices.                                                                                   |

</details>

<details>

<summary>Public Profile reference</summary>

This category contains your basic information, like your name, and will be available to view in the Brands Marketplace.

|                  |                                                                                                      |
| ---------------- | ---------------------------------------------------------------------------------------------------- |
| **User Setting** | **Description**                                                                                      |
| Profile Image    | Upload your headshot or your company logo so other accounts can attach a face to your name.          |
| First Name       | Your preferred first name.                                                                           |
| Last Name        | Your preferred last name.                                                                            |
| Work Number      | The phone number you prefer other account holders to reach you at.                                   |
| Cell Number      | A secondary number that other account holders can reach you at.                                      |
| Skype Handle     | Your Skype handle.                                                                                   |
| LinkedIn Profile | The link to your LinkedIn profile.                                                                   |
| Private Profile  | You can hide your profile information, like your phone number, from other accounts.                  |
| Email opt-in     | Toggle receiving emails from impact.com about upcoming webinars, events, industry reports, and more. |

</details>

<details>

<summary>Email Alerts reference</summary>

|                  |                                                                                                                                                                               |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **User Setting** | **Description**                                                                                                                                                               |
| Alternate Email  | Select ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio button]** if you want to use either your current email address or an alternative email address for all email notifications. |

</details>

<details>

<summary>Digest Settings reference</summary>

These settings have to do with digest emails, which are automated messages that are meant to keep you informed of account events. These can require action, like reviewing contract proposals.

|                  |                                                                                                                                                                                                                                                                                                                         |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **User Setting** | **Description**                                                                                                                                                                                                                                                                                                         |
| Delivery Time    | <p>From the <img src="/files/jA6jLZ1RleK5VI2zmvap" alt=""> <strong>\[Drop-down menu]</strong> select when you want to receive a weekly digest email. You can pick between five choices.</p><p>• Morning (4 AM)</p><p>• Midday/noon (12 PM)</p><p>• Afternoon (5 PM)</p><p>• Evening (9 PM)</p><p>• Midnight (12 AM)</p> |
| Time Zone        | From the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** pick what time zone you are located in. [Learn what time zones we support](/other/reference-documentation/supported-currencies-and-timezones).                                                                                                          |
| Day of Week      | From the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** pick what day of the week you want to receive your weekly digest email.                                                                                                                                                                                 |

</details>


# Control User Sign-up Methods

You can set how users may sign up to join your account and define user sign-up authorization and authentication methods.

{% hint style="success" %}
**Note**: Only users with [Account Security Settings permissions](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) can access the *User Signup Method* section.
{% endhint %}

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under the *General* section, select [**Account User Authentication**](https://app.impact.com/secure/advertiser/accountSettings/account-security-settings-flow.ihtml).
3. In the *User Signup Method* section, select the preferred method you'd like the user to sign up with when joining your account.

{% tabs %}
{% tab title="Single sign-on (SSO)" %}

1. Select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checkbox]** **Single sign-on (SSO)**.
2. Select one or multiple sign-up methods:
   * Apple
   * Google
     {% endtab %}

{% tab title="SAML" %}
Refer to [Enable SAML Single Sign-On](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/enable-saml-single-sign-on) for more information on using this method.

1. Select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checkbox]** **SAML**.
2. Select the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**, then select your preferred option:
   1. Impact
   2. AD FS
   3. Microsoft Entra ID
   4. Okta
   5. Onelogin

{% hint style="warning" %}
**Important**: Users that have joined your account using the *SAML* method cannot be reverted to the *Username & Password* method.
{% endhint %}
{% endtab %}
{% endtabs %}

4. Select **Save**.


# Enable SAML Single Sign-On

Account administrators can enable [SAML single sign-on (SSO)](https://en.wikipedia.org/wiki/Security_Assertion_Markup_Language) for account users to access your brand's impact.com account through a supported identity provider (IDP), or via a unique sign-in link. Choose a method you prefer.

SAML SSO uses a connection for impact.com with your identity provider. impact.com currently supports the following providers:

* AD FS
* Okta
* OneLogin
* Microsoft Entra ID

#### Enable SAML SSO

{% hint style="warning" %}
**Warning:** If you already have SAML SSO enabled and want to switch providers, you'll need help from our Technical Services team. Before you [log a ticket](https://impact.atlassian.net/servicedesk/customer/portal/6/group/1088), make sure to save your existing IDP metadata file to your local device and prepare a list of usernames that need to be migrated.
{% endhint %}

{% stepper %}
{% step %}

#### **Step 1: Upload IDP metadata file**

Before starting, make sure you have your **IDP metadata file** in .XML format handy — this file needs to be uploaded to impact.com.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *General,* select **Account User Authentication**.
3. Next to the *Authentication type* line item, select ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Check box] SAML** and use the ![](/files/sJA7d1f2U8aZ3UZ7j58F) **\[Drop-down menu]** to select your identity provider.
4. Use the file picker to find and **upload your .XML metadata file**.
5. At the bottom of the screen, select **Save**.

<div data-with-frame="true"><figure><img src="/files/JE66dISqZxsBjgnM0yh7" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Step 2: Enable SAML SSO for account users**

The following instructions need to be completed for each individual user that will use SAML SSO:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, go to *General* and select **Account Users**.
3. Hover your cursor over a user and select **\[More] → Edit Access Rights**
4. In the *User Signup Method* section, select **SAML**.
5. At the bottom of the slide-out, select **Save**.

<div data-with-frame="true"><figure><img src="/files/3xhsV3xvBDLuqfZua93y" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Step 3: Configure user sign in via SAML SSO**

There are 2 ways for users to access impact.com with SAML SSO:

* **Through your identity provider (IDP)** — Configure a connection/connector in your IDP and use it to sign users in.
* **Through your brand’s unique login link** — For users who do not sign in via the IDP connection.

**Option A: Identity provider sign-in**

* **OneLogin** — In OneLogin, find the *Impact Partnership Cloud* connection in the *OneLogin App Catalog* and follow the on-screen instructions to enable and configure the app.
* **ADFS, Okta, & Microsoft Entra ID** — Create a new custom connection with these exact values:

  | Field                                    | Value to input                    |
  | ---------------------------------------- | --------------------------------- |
  | Single Sign On URL / Reply URL / ACS URL | <https://app.impact.com/saml/SSO> |
  | Recipient URL                            | <https://app.impact.com/saml/SSO> |
  | Destination URL                          | <https://app.impact.com/saml/SSO> |
  | Audience Restriction                     | <https://app.impact.com>          |
  | Name ID Format                           | EmailAddress                      |
  | Response                                 | Signed                            |
  | Assertion Signature                      | Signed                            |
  | Signature Algorithm                      | RSA\_SHA1                         |
  | Digest Signature                         | SHA1                              |
  | Assertion Encryption                     | Unencrypted                       |
  | SAML Single Logout                       | Disabled                          |
  | AuthnContextClassRef                     | PasswordProtectedTransport        |
* **Microsoft Entra ID** — Create a new custom connection with these exact values:

  | Field                                                                 | Value to input                    |
  | --------------------------------------------------------------------- | --------------------------------- |
  | Reply URL (Assertion Consumer Service URL)                            | <https://app.impact.com/saml/SSO> |
  | Reply URL (implicitly)                                                | <https://app.impact.com/saml/SSO> |
  | Identifier (Entity ID)                                                | <https://app.impact.com>          |
  | Name identifier format (Advanced Settings → “Name identifier format”) | EmailAddress                      |
  | Response Signing Option (Sign SAML response)                          | Signed                            |
  | Sign SAML Assertion (option)                                          | Signed                            |
  | Signing Algorithm                                                     | RSA\_SHA1                         |
  | Digest Algorithm                                                      | SHA1                              |
  | Encryption Certificate (optional)                                     | Unencrypted                       |
  | Single Logout URL                                                     | Disabled                          |
  | Default AuthnContextClassRef (not exposed directly)                   | PasswordProtectedTransport        |

The values you enter must match exactly with the values provided above. For example, do not add a trailing slash to the *Single Sign On URL / Reply URL / ACS URL* field like this: `https://app.impact.com/saml/SSO`**`/`**, and do not enter multiple URL values. Please also ensure the user’s email address in your IDP matches exactly with the email address for the user in impact.com.

**Option B: Branded link sign-in**

If a user is not signing in via your IDP, they can use a unique branded login link to access your impact.com account. To get this login link:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *Branding*, select **Advertiser Login Branding**.
   * Your branded link will look similar to this: `https://app.impact.com/abe/Stark-Industries12345678912345/login.user?preview=t`
3. From the *Login Link* field, copy & save the *Login Link* to distribute to your impact.com account members.

{% hint style="warning" %}
**Important:** The only thing this branded login link is used for is letting users sign in directly to impact.com when they’re not using your IDP. Do not enter this link in your IDP’s *Single Sign-On URL / Reply URL / ACS URL* field.
{% endhint %}
{% endstep %}
{% endstepper %}


# Manage 2FA for Brand Accounts

[Account Administrators](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) can require all impact.com brand account members to use two-factor authentication (2FA) when they sign in from a new device. Have questions about 2FA? Check our article on [Two-Factor Authentication FAQs](/other/reference-documentation/two-factor-authentication-faqs).

When invited to join an account and your sign-up method involves using a username and password, you'll be automatically signed up for 2FA and your default authentication method will be set to email.

The user experience with 2FA enabled goes as follows:

* Upon first signing in, an account member will receive a verification code on their mobile device via SMS, email, or an authentication app.
* Once an account member has successfully been authenticated, their device will automatically be saved as a trusted device—meaning they won’t need to use 2FA on subsequent sign-ins. Account members will only be asked to use 2FA again if their device has changed or unusual activity was detected.
* Account members can manage saved devices on the impact.com user profile screen.

#### Turn on 2FA for sign-in

This will enable mandatory two-factor authentication for all account members who sign in to your brand account.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *General*, select **Account User Authentication**.
3. On the *Account user Authentication* screen ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on] User Login**.
4. Select **Save**.

   * View the users who have activated 2FA, on the **Account Users** screen, indicated by a tick in the *Two-Factor Authentication* column.

   <div data-with-frame="true"><figure><img src="/files/ISI4j59Nw1QUqZ9JPtLS" alt=""><figcaption></figcaption></figure></div>

#### Turn on 2FA for PFTs

This will enable a mandatory 2FA check for account users attempting a [partner funds transfer](/brand/what-would-you-like-to-learn-about/platform-features/finance/partner-funds-transfer/transfer-funds-to-a-partner) above the transfer minimum amount — once authenticated, the PFT will go through.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *General*, select **Account User Authentication**.
3. On the *Account User Authentication* screen, select ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on] Partner Funds Transfer**.
4. Under *Transfer minimum*, **input a value** as the minimum amount to require 2FA.
5. Select **Save**.

   <div data-with-frame="true"><figure><img src="/files/kGgEYtUUq1cSxYdbS9JJ" alt=""><figcaption></figcaption></figure></div>

#### Manage saved 2FA devices

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User Profile] → Edit Profile**.
2. Go to the *Security* section.
3. Under *Devices and Activity*, there is a list of saved devices for the account and the date and time of the last login from that device.
4. Select **Remove this device** if you no longer access impact.com on that device.

<div data-with-frame="true"><figure><img src="/files/uolCX7WDOjc4kky40zWZ" alt=""><figcaption></figcaption></figure></div>


# Advocate Team Member Roles & Permissions

Multiple members of your team can have access to your Advocate program’s settings. These team members may be assigned one of four roles:

* Full access
* Program manager
* Support
* Viewer

impact.com recommends regularly auditing your list of team members to ensure that only current employees have the right level of access.

{% hint style="info" %}
**Note:** You need to [set up a user access group](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-user-access-groups) with Advocate access, which is where you will select these roles.
{% endhint %}

{% tabs %}
{% tab title="Full access" %}
Full access team members can view and edit all elements of your Advocate program’s content and setup details. Only people with the full access role can invite other team members to your account or edit the permissions of existing team members. They can’t change their own permissions or remove themselves.

impact.com recommends reserving full access permissions for those who need access to integrations and microsite hosting settings.

<details>

<summary>Permissions</summary>

* Manage team
* Billing
* Manage microsite hosting and identity
* Integration management
* Manage API keys
* View programs
* Manage programs
* Manage forms
* View participants
* Manage participants
* Review and manage [pending referrals](/brand/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/referrals-and-events/review-pending-referrals-for-advocate)
* Data management
* Reports and analytics

</details>
{% endtab %}

{% tab title="Program manager" %}
Program managers can create and manage your company’s programs, rewards, data, analytics, and participant information. They do not have the ability to set up or modify microsites and integrations.

impact.com recommends the program manager role for high-touch users who need to frequently interact with our platform without making high-level decisions related to integrations and account settings.

<details>

<summary>Permissions</summary>

* View programs
* Manage programs
* Manage forms
* View participants
* Manage participants
* Review and manage [pending referrals](/brand/what-would-you-like-to-learn-about/advocate-program/manage-advocate-participants/referrals-and-events/review-pending-referrals-for-advocate)
* Data management
* Reports and analytics

</details>
{% endtab %}

{% tab title="Support" %}
Team members with the support role have some view permissions and access to the areas of our platform that are more important for troubleshooting. They can view program details, data, and analytics, but they can only modify (not create) participant details and information.

impact.com recommends the support role for anyone involved with troubleshooting how user and event data are transmitted to impact.com.

<details>

<summary>Permissions</summary>

* View programs
* View participants
* Manage participants
* Reports and analytics

</details>
{% endtab %}

{% tab title="Viewer" %}
Viewers have the most limited set of permissions. They’re unable to make changes to your programs or run reports of their own. Instead, they can view programs, data, and analytics, as well as details for individual program participants. They can also export existing reports.

The viewer role is ideal for someone who needs visibility into your Advocate program and its performance without the ability to modify setup or content.

<details>

<summary>Permissions</summary>

* View programs
* View participants
* Reports and analytics

</details>
{% endtab %}
{% endtabs %}


# Send Data to impact.com


# Data Connections Overview

*Connectors* are a system for all batch data file transfers between impact.com and brands, partners, or other parties. Each connection (an individual connector) has certain attributes, such as the data type (clicks, conversions, product catalogs, etc.), direction (inbound or outbound), method (SFTP, FTP, Email), and more.

#### View the Connections screen

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *Technical*, select **Connections**.
   * The *Connections* screen is where you can create new connections. It shows existing connections, statuses, and actions.

<details>

<summary>Columns &#x26; filters</summary>

|                                              |                                                                                                                                                                                                                                                                                                                                                           |
| -------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Program**                                  | Select the specific program whose connections you want to view or edit.                                                                                                                                                                                                                                                                                   |
| **Type**                                     | Refers to the type of data this connection processes (e.g., conversion data, action modifications, etc.)                                                                                                                                                                                                                                                  |
| **Direction**                                | Refers to the direction of the data that this connection supports: *Inbound* is data coming into impact.com, *Outbound* is data going out of impact.com to another platform.                                                                                                                                                                              |
| **Method**                                   | Refers to the transfer method this connection uses: *FTP, SFTP, or Email* are currently supported.                                                                                                                                                                                                                                                        |
| **Encryption**                               | Shows the encryption key pair, if available. Encryption is only available for inbound connections (uploads to impact.com), not outbound (downloads from impact.com).                                                                                                                                                                                      |
| **Status /Last Processing Status**           | <p>Refers to the latest status for the connection:</p><p>• None</p><p>• In Progress — data transfer via this connection is currently in progress.</p><p>• Completed — data transfer via this connection has recently been completed.</p><p>• Failed — data transfer via this connection has recently failed; view the connection history for details.</p> |
| **Name**                                     | Given name of an existing connection.                                                                                                                                                                                                                                                                                                                     |
| **Last Active**                              | Refers to the last time this connection's status was updated.                                                                                                                                                                                                                                                                                             |
| ![](/files/ZiJD3i49EZgjsFWVTv1h) **\[More]** | Hover over a connection to see this option. Here, you can review the actions you can take for this connection: *Edit* or *View History* to see the status history for this connection.                                                                                                                                                                    |

</details>

#### Learn more

* [Configure a Data Download Connection](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/configure-a-data-download-connection)
* [Configure a Data Upload Connection](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/create-a-data-upload-connection)
* [Review Data Connection Submissions](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/review-data-connection-submissions)


# Create a Data Upload Connection

*Connectors* are a system for all batch data file transfers between impact.com and brands, partners, or other parties. Each connection (an individual connector) has certain attributes, such as the data type (clicks, conversions, product catalogs, etc.), direction (inbound or outbound), method (email, SFTP, FTP), and more.

The Connector wizard allows you to set up connections to other platforms so that impact.com can automatically batch process the data for you. Either receiving data to enhance reporting in the impact.com platform or to deliver enriched data to your systems.

{% hint style="info" %}
**Example**: Suppose you are collecting conversion data (i.e., Actions) on the server-side or through a cookie. In that case, you can submit your data to impact.com so you can visualize your program's performance, attribute credit to partners, and modify or reverse any actions before they lock.
{% endhint %}

#### Create an inbound connection

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *Technical*, select **Connections**.
3. Select **Create Connection** in the top right to access the Connector wizard.
   * You can't delete a connection once it's been created.

<details>

<summary>Connector terminology</summary>

| Term               | Description                                                                                                                                                                                                                                  |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name               | Provide a name that describes the connection. E.g., *Upload Aggregate Performance Data*.                                                                                                                                                     |
| Direction          | The direction of the data that this connection supports: *Inbound* is data coming into impact.com, *Outbound* is data going out of impact.com to another platform.                                                                           |
| Data Type          | The type of data this connection processes (E.g., conversion data, action modifications, etc.).                                                                                                                                              |
| Method             | The transfer method this connection uses, E.g., FTP, SFTP, or Email.                                                                                                                                                                         |
| Methodology        | The transfer methodology. *Inbound* connections support “Push to Impact” and “Pull from 3rd Party”. *Outbound* connections support “Pull from Impact”.                                                                                       |
| Connection Details | The connection details that will be required is dependant on a combination of the chosen *Direction*, *Method* and *Methodology*. In some cases the you will need to provide details and in other cases impact.com will provide the details. |

</details>

#### Step 1: Direction

1. Enter the connection name and select the *Direction* of the data, in this instance select **Give data to impact.com**.
   * Read about **receiving data from impact.com**.
2. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/JdwpIeQJZlvUCObXdyC1" alt=""><figcaption></figcaption></figure></div>

#### Step 2: Type

1. Select the type of data that the connection will support, e.g., **Conversions**.
2. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/qhuBqdYuHuLJAcoW0PAO" alt="" width="563"><figcaption></figcaption></figure></div>

#### Step 3: Method

1. Select the *Method* to use to give data to impact.com: **Email**, **SFTP**, or **FTP**.

   * The *Email* method requires that you add a wildcard pattern that matches filenames of attachments within the email, e.g., `Conversions_202?_*.csv`.
     * **`*`** represents any sequence of characters.
     * **`?`** represents any single character.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Warning:</strong> All attachments in an email should match the wildcard pattern, or the email will be ignored. Attached files prefixed with <code>receipt_</code> or <code>result_</code> will be ignored, because they are reserved for receipt or result files.</p></div>
2. Select the *Methodology* to use, either **Push to impact.com** or **Pull from third party**.
   * The *Pull from third party* methodology requires that you enter a **Folder** with the absolute directory path that contains the file, e.g., `/home/AcmeAdvertiser/Conversions`.
3. ![](/files/mwUidyMlOW95hqavsDvt) **\[Toggle on]** Toggle on **Encryption** to enable encryption for the connection. Encryption is only available for inbound connections (uploads to impact.com), not outbound (downloads from impact.com).
   * Select **Generate New Key** to generate a new 2048-bit RSA [public/private key pair](https://en.wikipedia.org/wiki/Public-key_cryptography) . The key pair is valid for two years and is used for PGP encryption and decryption of your data files. You will receive the public key only, which must be used to encrypt your data files before uploading them to this connection.
   * (Optional) You can select **Copy to clipboard** to store the new key on your clipboard.
4. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/yLzYuB6nq3UIiIAeLBy9" alt=""><figcaption></figcaption></figure></div>

#### Step 4: Credentials

1. Either select existing credentials, or create new credentials.
   * The screens to create credentials may look different depending on the selected method.
   * You will see a popup displaying your provisioned credentials. Select **Copy** to proceed.

{% tabs %}
{% tab title="Email" %}
Enter the credential's name and the return email address, then click **Create**.

<figure><img src="/files/qzZfZrUQvO1xOFiGObgi" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="SFTP" %}
Enter the credential's name and click **Create**.

<div data-with-frame="true"><figure><img src="/files/IJtojJDfXxZci8v81Fnh" alt=""><figcaption></figcaption></figure></div>
{% endtab %}

{% tab title="FTP" %}
Enter the credential's name and click **Create**.

<div data-with-frame="true"><figure><img src="/files/LSxjVbHV47RSJRYM1BxH" alt=""><figcaption></figcaption></figure></div>
{% endtab %}
{% endtabs %}

2. Select **Next** to continue.

#### Step 5: Review

Review the configuration to ensure all details are captured correctly and then select **Create** to create the connection. Once your connection has been created, you can use this connection to upload data to impact.com.


# Configure a Data Download Connection

Connectors are a system for all batch data file transfers between impact.com and brands, partners, or other parties. Each connection (an individual connector) has certain attributes, such as the data type (clicks, conversions, product catalogs, etc.), direction (inbound or outbound), method (SFTP, FTP, Email), and more.

The Connector Wizard allows you to set up connections to other platforms so that impact.com can automatically batch process the data to deliver enriched data to your systems.

#### Create an outbound connection

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *Technical*, select **Connections**.
3. Select **Create Connection** in the top right to access the Connector wizard.
   * You can't delete a connection once it's been created.

<details>

<summary>Connector terminology</summary>

| Term               | Description                                                                                                                                                                                                                                         |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Connection Name    | Provide a name that describes the connection. (E.g., Download Aggregate Performance Data.).                                                                                                                                                         |
| Direction          | The direction of the data that this connection supports: Inbound is data coming into impact.com, Outbound is data going out of impact.com to another platform.                                                                                      |
| Data Type          | The type of data this connection processes (E.g., conversion data, action modifications, etc.).                                                                                                                                                     |
| Method             | The transfer method this connection uses, (E.g., FTP, SFTP, or Email.).                                                                                                                                                                             |
| Methodology        | The transfer methodology. Inbound connections support “Push to Impact” and “Pull from 3rd Party”. Outbound connections support “Pull from Impact”.                                                                                                  |
| Connection Details | <p>The connection details that will be required is dependant on a combination of the chosen Direction, Method and Methodology.</p><p>In some cases the you will need to provide details and in other cases impact.com will provide the details.</p> |

{% hint style="info" %}
**Note:** Read more about how to [Give data to impact.com](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/create-a-data-upload-connection).
{% endhint %}

</details>

#### Receive data from impact.com

{% stepper %}
{% step %}

#### **Step 1: Direction**

1. Enter the connection name and select the *Direction* of the data.
2. Select the ![](/files/euLscWwm8UMCxhYcoHCx) **\[Radio Button]** to **Receive data from impact.com**.
3. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/lCPrP5dRsxyo9FNalRTl" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Step 2: Type**

1. Select the type of data that the connection will support: **Performance Bonus Detail** or **Reports**.
2. Select **Next** to continue.

<figure><img src="/files/vWneqaHNyR1dMdQz6eJ3" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### **Step 3: Method**

1. The *Method* will be selected for you: **SFTP**. You can change this if needed.
2. The *Methodology* will be selected for you: **Pull from impact.com**.
3. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/wTE8CVGP8y7WIpkMGLao" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Step 4: Credentials**

1. Either select **existing credentials** from the dropdown, **Edit Existing Credentials** or **Create New Credentials**.
   * If you're creating new credentials, enter a name for the credentials that describes its use case. E.g., *Download aggregate performance data*, then select either **Public Key → Create** or **Password → Create**.
   * If you choose **Password**, the values will be populated for you. Be sure to **Copy** these values.
2. Select **Next** to continue.

<div data-with-frame="true"><figure><img src="/files/Elfu1OPMadX3mZ9BULwL" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### **Step 5: Review**

1. Finally, review the configuration and then select **Create** to create the connection.
   {% endstep %}
   {% endstepper %}


# Review Data Connection Submissions

*Connectors* are a system for all batch data file transfers between impact.com and brands, partners, or other parties. Each connection (an individual connector) has certain attributes, such as the data type (clicks, conversions, product catalogs, etc.), direction (inbound or outbound), method (SFTP, FTP, Email), and more.

You can view the history of files submitted via connections within your Account Settings.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *Technical*, select **Connections**.
3. In the list of connections, hover your cursor over the connection you want to review submissions for and select ![](/files/ZiJD3i49EZgjsFWVTv1h) **\[More]** → **View History**.

From here, you can view and filter detailed information about each submission, including the date the file was received, whether the submission was successful, and if there were any errors in the file.


# Import Aggregate Performance Data from Other Networks

When you onboard with impact.com, you may have aggregate performance data on another network or platform that you want to import. Performance data allows you to monitor and compare your program’s performance over time. impact.com offers a flexible solution for importing aggregate performance data from any network or platform.

## Prerequisites

* Only aggregate data is supported. Click- or action-level data is not supported.
* You'll need to map the third-party data and provide custom mappings before uploading the data. We'll cover these steps below.

## Best practices

* You must add the data in the right format.
* After a technical review of mapped historic data, an initial sample of a few dozen to a hundred records should be uploaded first. The performance reports then need to be confirmed to be accurate before an actual bulk upload is performed.
* If you need to rollback the changes, the original file should be uploaded to the *delete* folder ‘as is’, unmodified.
* Ensure that the final data file's size is 1 GB or less.

{% stepper %}
{% step %}

### Map table data

Create a new .csv file and add headers that match the columns in your data. See the sample CSV below to get an idea of what the .csv file's contents could look like.

<pre class="language-programlisting"><code class="lang-programlisting"><strong>SubAccountName,Discount,Revenue,Quantity,AdId,Cost,ReferringURL,AdName,AdCampaignId,EventDateTimeStart,OperatingSystem,DeviceType,EventType,MediaValue1,EventDateTimeEnd,ProductCategory,CampaignId,MediaId
</strong>"Some Partner",0.00,58.49,1,13564977,3.41,http://www.partner.com/email/onlineversion.jsp?dh_ABDA1546291792698~1,"Wired Plans",1554194,"2019-01-01 05:02:39 EST","Windows 10",Desktop,item_sale,,"2019-01-01 23:59:59 EST",Phones,15973,5343
"Some Partner",0.00,99.99,1,13564977,7.62,http://www.partner.com/email/onlineversion.jsp?dh_ABDA1546291792698~1,"Wired Plans",1554194,"2019-01-01 07:04:23 EST","Windows 10",Desktop,item_sale,2661135,"2019-01-01 23:59:59 EST",Phones,15973
</code></pre>

Map the columns in the data from your platform or network to corresponding columns in the CSV. Consult the *Column reference* below for further information about the supported column headings.

<details>

<summary>Column reference</summary>

<table><thead><tr><th width="228.7734375">Target Column Name</th><th width="83.328125">Type</th><th width="139.15625">Required*</th><th>Description</th></tr></thead><tbody><tr><td>CampaignId</td><td>Integer</td><td>Yes</td><td>impact.com's program Id.</td></tr><tr><td>EventDateTimeEnd</td><td>Date</td><td>Yes</td><td>DateTime corresponding to the end of the event in the following format: yyyyMMddd hh:mm:ss z (eg: 2023-10-18 23:59:59 EST).</td></tr><tr><td>EventDateTimeStart</td><td>Date</td><td>Yes</td><td>The DateTime corresponding to the start of the event in the following format: yyyyMMddd hh:mm:ss z (eg: 2023-10-18 09:23:67 EST).</td></tr><tr><td>MediaId</td><td>Integer</td><td>Conditionally, if MediaValue1 is not provided</td><td>The unique impact.com-associated partner Id.</td></tr><tr><td>MediaValue1</td><td>String</td><td>Conditionally, if MediaId is not provided</td><td>A unique identifier from a third-party partner. This field accepts any alphanumeric value. If using MediaValue1, the value must be mapped. See <a href="#conditional-upload-custom-partner-mappings"><em>custom partner mappings</em></a> below for more information.</td></tr><tr><td>AvgViewsPerUniqueViewer</td><td>Integer</td><td>Conditionally</td><td>Average views per unique viewer.</td></tr><tr><td>Bounces</td><td>Integer</td><td>Conditionally</td><td>The number of subscribers who experience emails bouncing, as tracked by the third-party platform.</td></tr><tr><td>Calls</td><td>Integer</td><td>Conditionally</td><td>Number of calls.</td></tr><tr><td>Clicks</td><td>Integer</td><td>Conditionally</td><td>The number of clicks on the ad that was served.</td></tr><tr><td>Conversions</td><td>Integer</td><td>Conditionally</td><td>The number of conversions generated by the ad.</td></tr><tr><td>ConversionsRejected</td><td>Integer</td><td>Conditionally</td><td>The number of conversions rejected after validation.</td></tr><tr><td>Cost</td><td>Decimal</td><td>Conditionally</td><td>The value of the cost.</td></tr><tr><td>Delivers</td><td>Integer</td><td>Conditionally</td><td>The count of emails or direct mails delivered to consumers through the third-party platform during the Ad Campaign.</td></tr><tr><td>Discount</td><td>Decimal</td><td>Conditionally</td><td>The value of the discount.</td></tr><tr><td>Impressions</td><td>Integer</td><td>Conditionally</td><td>Number of impressions of the ad that were served.</td></tr><tr><td>Margin</td><td>Decimal</td><td>Conditionally</td><td>An amount field for default or approved actions, calculated as Sale Amount - Goods Cost.</td></tr><tr><td>OfferClicks</td><td>Integer</td><td>Conditionally</td><td>The number of offer clicks.</td></tr><tr><td>Opens</td><td>Integer</td><td>Conditionally</td><td>The count of emails opened by consumers through the third-party platform for the campaign.</td></tr><tr><td>PageLikes</td><td>Integer</td><td>Conditionally</td><td>The number of page likes.</td></tr><tr><td>Revenue</td><td>Decimal</td><td>Conditionally</td><td>The value of the revenue.</td></tr><tr><td>Sends</td><td>Integer</td><td>Conditionally</td><td>The number of emails or direct mails that were sent to consumers through the third-party platform during the ad campaign.</td></tr><tr><td>SocialUniqueViewers</td><td>Integer</td><td>Conditionally</td><td>The number of social viewers.</td></tr><tr><td>Spots</td><td>Integer</td><td>Conditionally</td><td>The third-party spots.</td></tr><tr><td>Unsubscribes</td><td>Integer</td><td>Conditionally</td><td>The number of subscribers that unsubscribed from receiving promotional emails or direct mails as tracked by the third-party platform.</td></tr><tr><td>ViewThroughConversions</td><td>Integer</td><td>Conditionally</td><td>The number of view through conversions.</td></tr><tr><td>WebsiteClicks</td><td>Integer</td><td>Conditionally</td><td>The number of clicks on the website.</td></tr><tr><td>ActionTrackerId</td><td>Integer</td><td>No</td><td>The unique identifier of the event type (formerly known as an action tracker).</td></tr><tr><td>AdCampaignGroupId</td><td>Integer</td><td>No</td><td>The unique Id associated with the third-party ad campaign group.</td></tr><tr><td>AdCampaignGroupName</td><td>String</td><td>No</td><td>The name of the third-party ad campaign group. Ad campaign groups are used to simplify managing campaigns by bundling them together.</td></tr><tr><td>AdCampaignId</td><td>Integer</td><td>No</td><td>The unique Id assigned to the campaign in the third-party marketing platform.</td></tr><tr><td>AdCampaignName</td><td>String</td><td>No</td><td>The name associated with each of the campaigns in the third-party marketing platform.</td></tr><tr><td>AdDistributionType</td><td>String</td><td>No</td><td>The third-party ad distribution channel, for example Google Search.</td></tr><tr><td>AdGroupId</td><td>Integer</td><td>No</td><td>The unique Id associated with the third-party ad group.</td></tr><tr><td>AdGroupName</td><td>String</td><td>No</td><td>The third-party ad group name of the ad that triggered the click.</td></tr><tr><td>AdId</td><td>String</td><td>No</td><td>The Id of the third-party advert.</td></tr><tr><td>AdName</td><td>String</td><td>No</td><td>The name of the advert in the third-party platform.</td></tr><tr><td>AdNetwork</td><td>String</td><td>No</td><td>The name of the third-party ad network on which the ad was placed.</td></tr><tr><td>AdPlacement</td><td>String</td><td>No</td><td>The third-party ad placement of the ad triggering the click.</td></tr><tr><td>AdPosition</td><td>String</td><td>No</td><td>The order in which your ad appears on a page in relation to other ads.</td></tr><tr><td>AdSize</td><td>String</td><td>No</td><td>The size of the ad.</td></tr><tr><td>AdType</td><td>String</td><td>No</td><td>The third-party ad type.</td></tr><tr><td>AuctionCost</td><td>Decimal</td><td>No</td><td>Cost of the auction.</td></tr><tr><td>AveragePosition</td><td>Integer</td><td>No</td><td>Statistic that describes how your ad typically ranks against other ads. This rank determines in which order ads appear on the page.</td></tr><tr><td>Browser</td><td>String</td><td>No</td><td>The device browser, for example Safari or Firefox.</td></tr><tr><td>City</td><td>String</td><td>No</td><td>The city the user was located in when the ad was served.</td></tr><tr><td>Country</td><td>String</td><td>No</td><td>The country the user was located in when the ad was served.</td></tr><tr><td>CustomerEmail</td><td>String</td><td>No</td><td>The customer's email.</td></tr><tr><td>CustomerId</td><td>String</td><td>No</td><td>Third-party Id of the customer.</td></tr><tr><td>CustomerSegment</td><td>String</td><td>No</td><td>The third-party segment the customer is assigned to.</td></tr><tr><td>DataCost</td><td>Decimal</td><td>No</td><td>The cost of data.</td></tr><tr><td>DeviceName</td><td>String</td><td>No</td><td>The name of the device.</td></tr><tr><td>DeviceType</td><td>String</td><td>No</td><td>The type of device to which the advert was served.</td></tr><tr><td>EventName</td><td>String</td><td>No</td><td>The third-party event's name.</td></tr><tr><td>EventType</td><td>String</td><td>No</td><td>The type of event that took place.</td></tr><tr><td>ImpactAdId</td><td>Integer</td><td>No</td><td>The Id of the impact.com advert.</td></tr><tr><td>Keyword</td><td>String</td><td>No</td><td>The bid keyword that matched the search.</td></tr><tr><td>KeywordId</td><td>Integer</td><td>No</td><td>The third-party bid keyword Id associated with the bid keyword.</td></tr><tr><td>KeywordRelevance</td><td>String</td><td>No</td><td>How closely the elements of your ad campaign match the search keywords.</td></tr><tr><td>LandingPageRelevance</td><td>String</td><td>No</td><td>How closely the elements of your landing page the search keywords.</td></tr><tr><td>LandingPageURL</td><td>String</td><td>No</td><td>The URL of the landing page.</td></tr><tr><td>LandingPageUserExperience</td><td>String</td><td>No</td><td>A measure that AdWords uses to estimate how relevant and useful your websites landing page will be to people who click your ad. Landing pages with higher ratings are usually well organized and have text that relates to a persons search terms.</td></tr><tr><td>MatchType</td><td>String</td><td>No</td><td>The type of match that is achieved by the search engine.</td></tr><tr><td>MaxCPC</td><td>Integer</td><td>No</td><td>Max bid that you're willing to pay for a particular campaign or ad in your paid search platform.</td></tr><tr><td>Method</td><td>String</td><td>No</td><td>The mechanism used for inserting the record. Commonly used methods are <em>Insert</em>, <em>Update</em>, <em>Replace</em>, or <em>Delete</em>.</td></tr><tr><td>Money1</td><td>Decimal</td><td>No</td><td>A miscellaneous money parameter.</td></tr><tr><td>Money2</td><td>Decimal</td><td>No</td><td>A miscellaneous money parameter.</td></tr><tr><td>Money3</td><td>Decimal</td><td>No</td><td>A miscellaneous money parameter.</td></tr><tr><td>MSA</td><td>String</td><td>No</td><td>An acronym for Metropolitan Statistical Area: the user's metropolitan area, where the ad was served.</td></tr><tr><td>Numeric1</td><td>Integer</td><td>No</td><td>A miscellaneous numeric parameter.</td></tr><tr><td>Numeric2</td><td>Integer</td><td>No</td><td>A miscellaneous numeric parameter.</td></tr><tr><td>Numeric3</td><td>Integer</td><td>No</td><td>A miscellaneous numeric parameter.</td></tr><tr><td>OperatingSystem</td><td>String</td><td>No</td><td>The device's operating system: iOS, Android, Windows, Mac.</td></tr><tr><td>Param1</td><td>String</td><td>No</td><td>A miscellaneous tracking parameter.</td></tr><tr><td>Param2</td><td>String</td><td>No</td><td>A miscellaneous tracking parameter.</td></tr><tr><td>Param3</td><td>String</td><td>No</td><td>A miscellaneous tracking parameter.</td></tr><tr><td>Param4</td><td>String</td><td>No</td><td>A miscellaneous tracking parameter.</td></tr><tr><td>PricingModel</td><td>String</td><td>No</td><td>The pricing model employed.</td></tr><tr><td>ProductCategory</td><td>String</td><td>No</td><td>The product's category.</td></tr><tr><td>ProductCategoryId</td><td>Integer</td><td>No</td><td>The third-party product category Id.</td></tr><tr><td>ProductId</td><td>String</td><td>No</td><td>The product Id or SKU of the product featured in the clicked ad.</td></tr><tr><td>ProductSubCategory</td><td>String</td><td>No</td><td>The subcategory of the product.</td></tr><tr><td>QualityScore</td><td>Integer</td><td>No</td><td>An estimate of the quality of your ads.</td></tr><tr><td>Quantity</td><td>Integer</td><td>No</td><td>The quantity of the product made available on the ad.</td></tr><tr><td>ReferringDomain</td><td>String</td><td>No</td><td>The domain that made the referral.</td></tr><tr><td>ReferringURL</td><td>String</td><td>No</td><td>The referring URL.</td></tr><tr><td>Region</td><td>String</td><td>No</td><td>The region the user was located in when the ad was served.</td></tr><tr><td>SearchText</td><td>String</td><td>No</td><td>The search term the user entered on the search engine.</td></tr><tr><td>SharedId</td><td>String</td><td>No</td><td>A tracking value shared with the advertiser.</td></tr><tr><td>SubAccountId</td><td>Integer</td><td>No</td><td>The sub affiliate or partner Id on the impact.com platform.</td></tr><tr><td>SubAccountName</td><td>String</td><td>No</td><td>The name of the sub-affiliate or partner.</td></tr><tr><td>SubId1</td><td>String</td><td>No</td><td>A tracking value that is included in data warehouse reporting.</td></tr><tr><td>SubId2</td><td>String</td><td>No</td><td>A tracking value that is included in data warehouse reporting.</td></tr><tr><td>SubId3</td><td>String</td><td>No</td><td>A tracking value that is included in data warehouse reporting.</td></tr><tr><td>TargetMarketSize</td><td>String</td><td>No</td><td>Size of the target market.</td></tr><tr><td>Text1</td><td>String</td><td>No</td><td>A miscellaneous text parameter.</td></tr><tr><td>Text2</td><td>String</td><td>No</td><td>A miscellaneous text parameter.</td></tr><tr><td>Text3</td><td>String</td><td>No</td><td>A miscellaneous text parameter.</td></tr><tr><td>TrafficSource</td><td>String</td><td>No</td><td>The paid search media partner traffic source.</td></tr><tr><td>TrafficType</td><td>String</td><td>No</td><td>The traffic category or type, used in CPC/CPL/CPA.</td></tr><tr><td>UniqueClicks</td><td>Integer</td><td>No</td><td>The number of unique clicks.</td></tr><tr><td>UniquePeopleConverting</td><td>Integer</td><td>No</td><td>The unique number of people converting.</td></tr><tr><td>UniqueViewers</td><td>Integer</td><td>No</td><td>The unique number of viewers.</td></tr><tr><td>UserAgent</td><td>String</td><td>No</td><td>The user agent string that tracks the user's browser.</td></tr></tbody></table>

**\***&#x41;t least one of the columns marked as *Conditionally* required must be included in your file.

</details>
{% endstep %}

{% step %}

### (Conditional) Upload custom partner mappings

{% hint style="warning" %}
**Warning:** You should enable any custom partner mappings before attempting to upload your data. Updating mappings after uploading data will have no effect.
{% endhint %}

Custom partner mappings are required if you can’t supply impact.com with Partner IDs in your data.

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Partners → Partners**.
2. Upload custom partner mappings by selecting **Bulk Edit** in the top-right corner. Read more about [custom partner mappings](/brand/what-would-you-like-to-learn-about/platform-features/tracking/set-up-tracking/assign-custom-tracking-values-to-partners).

<div data-with-frame="true"><figure><img src="/files/TMUSaa2NpK2xM5ikoiTE" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Send the file

1. Follow the steps in [Create a Data Upload Connection](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/create-a-data-upload-connection) to create an SFTP connection.
   * The applicable data type to select when setting up a connection for historic performance data is `aggregate_performance_data`.
   * The aggregate performance timezone selected during the *Additional Setup* step is irrelevant and should be ignored.
2. Before uploading your CSV file, reach out to [support](https://app.impact.com/support/portal.ihtml) and work with an impact.com implementation engineer to verify the file.
   {% endstep %}
   {% endstepper %}


# Access FTP File Submissions

You can access your FTP file submissions to check the status of recent FTP file submissions for batches of reversals, modifications, or new conversions. You'll be able to separate failed and successful records, allowing you to diagnose potential issues on an individual record level. Files will only be stored and accessible for 90 days after initial submission.

#### Access your FTP file submissions

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Technical*, select **File Submissions**.
3. On the *FTP File Submissions* screen, use the filters to adjust what data is displayed.
   * See the *Filter reference* for more information.
   * The FTP file submission results displayed in the table provide you with more insight into your file submissions, including the total number of records added to the file, any errors that occurred, and the date and time the file was submitted.

<details>

<summary>Filter reference</summary>

| Filter      | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Search box  | Search for the FTP file submission using the file name or ID.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Type        | <p>Filter for the file submission type:</p><p>• <strong>Conversions:</strong> <a href="https://integrations.impact.com/brand-api-reference/reference/action-and-conversion-field-references">Conversion data</a> (i.e., actions).</p><p>• <strong>Modifications:</strong> <a href="/pages/R2TfPhhL7GTasCGLmwpn">Reversals or modifications</a> when something about an action has changed, like an order gets canceled.</p><p>• <strong>Catalog:</strong> A <a href="/pages/T85wNFaZYOy2XnKnZqBw">product catalog data feed</a> that holds a list of your products and their metadata.</p> |
| Status      | The current status of the FTP file submission.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| Data Source | Filter by the source from which the file was submitted.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |

</details>

#### Download the original batch file

1. On the *FTP File Submissions* screen, hover over the submission for which you want to download the file.
2. Select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **Download Original File**.
   * The .CSV file will be downloaded to your computer.

#### View FTP file submission errors

You can view file submission errors on the *FTP* [*File Submissions*](https://app.impact.com/secure/advertiser/accountSettings/techintegration/ftp-file-submissions-flow.ihtml) screen.

1. On the *FTP File Submissions* screen, hover over the submission for which you want to view the errors.
2. Select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **View Errors**.
3. Use the **Error Type** filter to filter the errors by **Validation** or **Contract Error**.
   * To better understand the error code found in the *Message* column, please refer to the [impact.com Error Codes Reference](/other/reference-documentation/impactcom-error-codes-reference) article.


# Subscription Add-Ons


# Subscription Add-Ons Explained

impact.com offers a wide range of product add-ons that enhance your partnership capabilities.

#### How can I subscribe to add-ons?

If you're interested in purchasing impact.com add-ons, you can do so in-app. See the *Manage your impact.com subscription* section below to learn which add-ons are available to upgrade in-app.

Alternatively, you can reach out to your CSM (or [contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml?execution=e1s1)) for assistance with purchasing add-ons not yet available to upgrade in-app.

#### For how long are add-ons valid?

Once you purchase an add-on, the subscription fee start at the beginning of the next calendar month. Your add-on subscription will run concurrently with your Performance subscription and is subject to the same renewal terms.

#### Can I cancel my add-on subscription?

Your add-on subscriptions are tied to your Performance subscription and are subject to the same termination clauses in your Performance agreement.

#### Manage your impact.com subscription

* [View your impact.com subscription and usage details](/brand/what-would-you-like-to-learn-about/platform-features/finance/your-subscription/view-your-impactcom-subscription-and-usage-details)
* [Upgrade your paid search monitoring edition](/brand/what-would-you-like-to-learn-about/platform-features/protect-and-monitor-your-performance-program/paid-search-monitoring/upgrade-your-paid-search-monitoring-edition)
* [Get the Optimize Add-On](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/subscription-add-ons/get-the-optimize-add-on)


# Get the Optimize Add-On

Don't know what your customers' journeys really look like? Not sure if you're crediting the right partners? Need deeper insights into your sales funnel, marketing channels, and brand segment benchmarks? Get the Optimize add-on!

#### Check finance settings

1. From the top navigation bar, select **your balance** **→** [**Subscription**](https://app.impact.com/secure/advertiser/finance/fr/finance-overview.ihtml).
2. Check if you have the [*Subscription* widget](/brand/what-would-you-like-to-learn-about/platform-features/finance/your-subscription/view-your-impactcom-subscription-and-usage-details) on the *Overview* screen.
   * If the *Subscription* widget isn't displayed, [contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml) to have the feature enabled for your account.
   * If the *Subscription* widget is displayed, you can proceed with the instructions below.

#### Subscribe to Optimize

1. From the left navigation bar, select ![](/files/3qZUeu6yOc1AE8v9DZdc) **Optimize** → **Get Optimize**.
2. Select your preferred plan, e.g., *Standard*, then select **Choose Plan**.
   * In the pop-up that appears, read the *Pricing*, *Subscription Period*, and *Authorization* agreement of your chosen plan.
3. Under *Authorization*, select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box] I am authorized to perform this action on the organization's behalf.**
4. Select **Confirm**.
5. Once you've confirmed your subscription, select **Create ticket to onboard for Optimize**.
   * impact.com's Onboarding team will contact you and assist you through the process of setting up your channels with Optimize.
6. Optionally, watch the videos provided near the bottom of the screen or see our [Optimize Startup Guide](/brand/what-would-you-like-to-learn-about/platform-features/cross-channel-performance-insights/optimize-startup-guide) for more information.

   <div data-with-frame="true"><figure><img src="/files/8eR9bEb18a0e3HkvJuMI" alt=""><figcaption></figcaption></figure></div>


# Self-Serve Requests

<br>


# Self-Serve Requests Overview

impact.com lets you submit self-serve requests via step-by-step checklists to add new features or add-ons to your account without contacting support.

The checklist helps you define what you want to add and how it should be configured, so everything is set up correctly. Provide as much detail as possible in the checklist, so that our team has all the necessary information to support if needed.

You can submit requests for:

* [**New event types**](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/account-settings/self-serve-requests/create-a-new-event-type)**:** Create, configure, and test a new tracking [event type](/brand/what-would-you-like-to-learn-about/platform-features/event-types/event-types-explained) from start to finish.
* [**New programs**](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/self-serve-requests/request-a-new-program)**:** Provide setup details to request a new [program](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/program-settings/program-management/create-a-program-and-add-users#program-types-reference) for your impact.com account.


# Request a New Program

Follow these steps when you need impact.com to add a new program to your account. The checklist collects the setup details we need to configure your program. If you have permission to create programs directly, see [*Create a Program & Add Users*](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/program-management/create-a-program-and-add-users) instead.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *General*, select [**Manage Programs**](https://app.impact.com/secure/advertiser/tracking-settings/actiontracker/view-actiontracker-flow.ihtml).
3. In the upper-right corner, select **Create Program**.
4. Complete the information in the following main sections:

<details>

<summary>Overview</summary>

Provide high-level details about the new program you want to create. This includes basic setup, funding, contacts, and technical information.

1. **Program Information**
   1. Indicate the number of [new programs](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/program-settings/program-management/create-a-program-and-add-users#program-types-reference) you want to add to your account.
   2. Provide a name for the new program.
2. **Funding**
   1. Confirm whether you’ll fund the new program in the same currency as your existing programs. The program will be invoiced in your chosen currency, and this can’t be changed once the account is active.
   2. Choose your invoicing option — a separate invoice for the new program, or a combined invoice listing the charges for each program individually.
   3. Since launching a new program may affect your contract, indicate if you’d like to review your agreement with an impact.com representative before going live.
3. **Contacts**
   1. Confirm if your current team will manage the new program.
   2. Provide the names and emails of your technical contacts assigned to this project.
4. **Technical Details**
   1. Enter the website domains and subdomains associated with the new program.
   2. Enter the default landing page.
   3. Select the option that best describes what [event types](/brand/what-would-you-like-to-learn-about/platform-features/event-types/event-types-explained) you want to track.

</details>

<details>

<summary>Mobile Events (Optional)</summary>

Complete this section only if your new program includes mobile app tracking. Provide the following details for app conversions to be tracked accurately.

1. **General Details**
   1. Indicate which platforms support the mobile app, e.g., iOS or Android.
   2. Provide the names of the apps for which you want to track conversions.
   3. Specify the number of [event types](/brand/what-would-you-like-to-learn-about/platform-features/event-types/event-types-explained) you want to track within each mobile app and their names.
   4. Indicate the type of commission you’ll offer partners for driving mobile events like app installs or purchases.
2. **Technical Details**
   1. Indicate whether your mobile apps use a [Mobile Measurement Partner](/brand/what-would-you-like-to-learn-about/platform-features/tracking/mobile-app-tracking) (MMP) or [Customer Data Platform](https://www.twilio.com/en-us/resource-center/what-is-a-customer-data-platform) (CDP) to send conversion data.
   2. If you know it, specify the integration method for your mobile app.

</details>

<details>

<summary>Confirmation</summary>

Review the details you’ve provided in all sections, then submit the checklist to have our team begin setup.

</details>

<details>

<summary>Request Received</summary>

Your request is complete. An impact.com representative will review your submission and be in touch.

</details>


# Request a New Event Type

To create a new event type, you'll need to complete a checklist that provides our team with all the necessary information to help you set up the new event type. Fill out the checklist with as much information as possible.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Tracking*, select [**Event Types**](https://app.impact.com/secure/advertiser/tracking-settings/actiontracker/view-actiontracker-flow.ihtml).
3. In the upper-right corner, select **Create Event Type**.
4. Complete the information in the following main sections:

<details>

<summary>Overview</summary>

1. Indicate which event type you would like to add to your program (standard or mobile). Refer to [Event Types Explained](/brand/what-would-you-like-to-learn-about/platform-features/event-types/event-types-explained) to get a brief overview of event types.
2. **Technical Contacts (optional):** Your technical contacts who will be working through the integration, as well as anyone else who should be looped into this integration.

</details>

<details>

<summary>Standard Events (General Details)</summary>

If you selected the standard event section, complete the information associated with your new standard event type:

1. How many event trackers do you want to add?
2. The event type name, e.g., “Online Sale” to record the data of a sale.
3. Event type flow: How the conversion event would take place? E.g., a user visits an online store, adds a product to their cart, and proceeds to checkout.
4. What is the commission structure for the event type? Choose between paying the partner a fixed fee, a revenue percentage, or a combination of both for driving a conversion event.
5. Relationship with existing event types, if any.
   1. For example, you can require one event to happen before another (e.g., a lead that later converts to a sale) by creating [chained event types](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/actions/track-your-conversion-funnel-using-chained-actions).

</details>

<details>

<summary>Standard Events (Technical Details)</summary>

1. Enter the domains and sub-domains associated with the event type.
2. Specify the checkout engine associated with this event type, e.g., Shopify. If this field doesn’t apply to you, enter NA (Not Applicable).
3. If you know what integration method you’re using, select the method from the drop-down menu. Refer to our [available integrations](https://integrations.impact.com/integration-guides/for-brands) in our Integrations Portal.

</details>

<details>

<summary>Mobile Events (General Details)</summary>

If you selected the mobile event section, complete the information associated with your new mobile event type:

1. How many event trackers do you want to add?
2. The event type name, e.g., App install to record when a customer installs a brand’s defined app.
3. The operating system for which the app is built.
4. Name of the app.
5. Commission structure for the event type. Choose between paying the partner a fixed fee, a revenue percentage, or a combination of both for driving a conversion event.

</details>

<details>

<summary>Mobile Events (Technical Details)</summary>

1. Indicate whether you’re using a [Mobile Measurement Partner](https://integrations.impact.com/integration-guides/for-brands/plugin-integrations/mmp-mobile-measurement/integrate-with-adjust) (MMP).
2. If you know what integration method you’re using, select the method from the drop-down menu. Refer to our [available integrations](https://integrations.impact.com/integration-guides/for-brands) in our Integrations Portal.
3. Indicate whether you’re already using an MMP to track other events.

</details>

<details>

<summary>Confirmation</summary>

Your request is complete, and an impact.com representative will review your request and be in touch.

</details>


# Manage Your Account


# Manage Your Account Information as a Brand

Some details from your *account information* appear in your Marketplace listing. Once filled in, your account information will offer prospective partners details about your industry and website, in addition to providing contact details for internal purposes.

#### Manage your account's information

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *General*, select **Account Information**.
3. Find the information you want to manage.
   * Refer to *Account information reference* for more information.
4. Make your changes.
5. Select **Save**.

#### Account information reference

There are 3 areas of information that you can manage: *Basic Information, Addresses*, and *Contacts*.

<details>

<summary>Basic Information</summary>

|              |                                                                                                                                                                                  |
| ------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Field**    | **Description**                                                                                                                                                                  |
| Name         | Enter your brand's name into the field and select **Save**.                                                                                                                      |
| Website      | From the drop-down menu, select *https* if your website is served securely or *http* if it is not. Enter your domain name.                                                       |
| Industry     | Select your industry from the drop-down list. You can further refine your industry using the secondary and tertiary drop-down lists.                                             |
| Phone Number | From the drop-down menu, select the country / region from which your phone number originates, then enter your phone number. You can store up to 2 phone numbers on your account. |
| Timezone     | View the time zone that impact.com has registered for you. This cannot be changed.                                                                                               |

</details>

<details>

<summary>Addresses</summary>

|                   |                                        |
| ----------------- | -------------------------------------- |
| **Field**         | **Description**                        |
| Corporate Address | Enter your business's mailing address. |

</details>

<details>

<summary>Contacts</summary>

Designate specialized contacts for your account. You can add either an existing account user or a new contact.

|                    |                                                                                                                                                                                |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Field**          | **Description**                                                                                                                                                                |
| Technical Contact  | This person is your company's point of contact for technological concerns. They handle the technology implementation for your business.                                        |
| Commercial Contact | This person is your company's point of contact for business dealings. They handle legal issues, contracts, and anything business-related.                                      |
| Security Contact   | This person is your company's point of contact for matters related to compliance and security policies. They handle security- and compliance-related issues for your business. |

</details>


# How Do I Close My Brand Account?

{% hint style="info" %}
**Note:** Follow this [link](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-for-starter-edition-accounts/cancel-your-starter-edition-account) if you want to close your Starter Edition Account instead.
{% endhint %}

Before closing your account, follow these quick and easy steps:

{% stepper %}
{% step %}

#### Step 1: Expire active contracts

To expire all active contracts at once, visit your *My Partners* screen.

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Partners → Partners**.
2. Just below the filters, select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box] Select All** → **Contract → Expire**.
3. On the *Expire* screen, configure the options, then select **Expire**.
   * Optionally, you may want to **Withdraw All Switches** to prevent contract switches and leave a **Comment** explaining that you intend to leave the impact.com platform.
   * For more details on these options, see [Expire Partner Contracts](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/expire-partner-contracts).
4. Read the warning prompt carefully, then select **I understand, continue** to expire your partners' contracts.
   {% endstep %}

{% step %}

#### Step 2: Confirm that financial obligations are settled

Your account cannot be deactivated until all outstanding and pending fees are settled. You'll have to fund your account sufficiently to settle all fees before impact.com can deactivate your account.

If there is a remaining balance in your account after all your payments have been cleared, impact.com will refund you the difference. Complete the [refund authorization form](https://res.cloudinary.com/product-enablement/image/upload/v1755499933/Finance%20\(Invoices\)%20PDFs/AF_3_Client_refund_TEMPLATE.pdf) and attach it to a [support ticket](https://app.impact.com/support/portal.ihtml).

1. To view your pending payments, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Transactions → Pending Payouts → Actions**.
   * On the *Pending Payouts* screen, settle the payout status of all pending actions by approving and rejecting actions as needed.
   * For more options on managing pending actions, see [Approve, Reverse, & Modify Pending Payouts for Actions](/brand/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/payouts/approve-reverse-and-modify-pending-payouts-for-actions).
2. To view your account balance, from the top navigation bar, select **your balance** **→ Overview**.
   * Ensure that your existing balance covers the *Required Funding* amounts.
   * In the case of insufficient funds, you'll need to [fund your account](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account).
     {% endstep %}

{% step %}

#### Step 3: Delete product catalogs

1. From the left navigation bar, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Content → Products → Product Catalogs**.
2. Hover your cursor over the *Performance* column at the end of the table, select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More] → Delete**.
   1. Repeat this step for each catalog until all your product catalogs have been deleted.
      {% endstep %}

{% step %}

#### Step 4: Request account closure

Once your account is cleared, you should wait for the last [action locking](/brand/what-would-you-like-to-learn-about/getting-started/set-action-locking-and-payment-scheduling-periods) date to pass and then submit a support ticket to request the closure of your account. Simply submit a [support ticket](https://app.impact.com/support/portal.ihtml) detailing your request. impact.com will do a final review of your account before deactivating it.

{% hint style="warning" %}
**Important**: Closing an account is an irreversible action. None of your data will be retrievable once your account is deactivated.
{% endhint %}
{% endstep %}
{% endstepper %}

#### Account closure FAQs

<details>

<summary>What happens with my contracts after my account closes?</summary>

When impact.com closes down your brand account, all your contracts with partners will expire, and any actions from the date of closure onward are rejected.

</details>

<details>

<summary>What happens with links after my account closes?</summary>

If you still have a promotional link posted anywhere on your partner media properties, and a customer clicks on that link, they should receive an error message stating the link is expired or be directed to a dead page. If the link is still active, no crediting or tracking will take place and the action will be rejected.

</details>


# Why Has My Account Been Suspended?

impact.com automatically suspends brand accounts that are more than 60 days overdue on either impact.com fee payments or partner payments.

#### What suspension means for you

* You have limited access to the impact.com platform. You can only log in, [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true), and [deposit funds into your funding account](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account).
* Your account operations such as tracking, reversals, subscriptions, and FTPs will continue to work while your account is suspended.

#### How to regain full account access

* [Make a deposit](/brand/what-would-you-like-to-learn-about/platform-features/finance/add-funds-to-your-funding-account/deposit-funds-into-your-account) to your impact.com account that is sufficient to cover the full overdue balance.
* As soon as the payment has been applied to your funding account, access to the platform will be automatically restored.

#### Consequences of extended failure to pay

* Further payment delays may result in your account being referred to collections.
* Your account will be at risk of deactivation.


# API Tokens


# Create an API Access Token as a Brand

*Account Administrators* and *Implementation Specialist* members of a brand account can enable impact.com API access and view account credentials. Follow the steps below to create a new API token and configure access scopes for the token. Read some tips on how to [keep your access tokens secure](/other/reference-documentation/api-access-tokens-and-changelog/keep-your-access-tokens-secure).

{% hint style="info" %}
**Note:** Visit impact.com's [Integrations Portal](https://integrations.impact.com/brand-api-reference) to view API reference documentation, integration guides, and more.
{% endhint %}

#### Create an access token

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile]** → **Settings**.
2. In the left column, scroll to *Technical*, then select **API**.
3. Create a new token by selecting **Create Access Token** on the upper-right side of the page.

#### Create a token

<details>

<summary>1. Setup</summary>

* Enter a suitable name into the **Token Name** text field.
* Add a **Description** that describes the purpose of the token for your reference in the future.
* Specify the **API Version** that the token will be compatible with. We suggest using the latest API version, which is also the default choice.
* Select **Next**.

<div data-with-frame="true"><figure><img src="/files/ZDGlH0jL8xvadL73zr0G" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>2. Contact Information</summary>

* Select a **Primary Contact** from the drop-down menu. We'll be in touch with the primary contact about development updates.
* Optionally, add email addresses for developers who should know about updates related to the access token. This is handy when creating tokens for developers who are not account users.
* Select **Next**.

<div data-with-frame="true"><figure><img src="/files/dx0nEdU5udy7Ulz32d7E" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>3. API Scopes</summary>

* Toggle an API category on, then check the checkboxes on the left to select the access scopes that you would like to allow on your API token.
* You can clear all scopes by clicking the **Clear All** button near the top-right of the page.

<div data-with-frame="true"><figure><img src="/files/JRttozUnCrEH6HSC68af" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>4. Select Create</summary>

* Finally, select **Create** on the lower right of the page.

</details>


# Edit API Access Tokens as a Brand

*Account Administrators* and *Implementation Specialist* members of a brand account can enable impact.com API access and view account credentials. Follow the steps below to edit a brand API token. Read some tips on how to [keep your access tokens secure](/other/reference-documentation/api-access-tokens-and-changelog/keep-your-access-tokens-secure).

{% hint style="info" %}
**Note:** Visit impact.com's [Integrations Portal](https://integrations.impact.com/brand-api-reference) to view API reference documentation, integration guides, and more.
{% endhint %}

#### Edit an access token

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account* column, navigate to *Technical*, then select **API**.
3. Edit a token by selecting the **token's card**.

#### Edit a token

<details>

<summary>Overview</summary>

* You can update the contents of the **Token Name** or **Description** text fields.
* You will also be able to update the **API Version** if the access token is configured for an API version older than the latest.

</details>

<details>

<summary>API Credentials</summary>

* On this page, you're able to select a different **Primary Contact** from the dropdown menu, if required.
* Optionally, you can add or remove email addresses for developers who should included in updates related to the access token.
* You can select **Copy** to copy the *Account SID*, which is the token's unique API identifier. In some applications, this is used as a *Username*.
* Select **Copy** to copy the *Auth Token*. In some applications, this is used as a *Password*.
* You may also choose to select **Reset Token**, to reset the *Auth token* and revoke all associated token authorization. If you are certain you would like to perform this action, select **Reset Token** again from the confirmation box.

</details>

<details>

<summary>API Scopes</summary>

* Toggle on or off and then check or uncheck the checkboxes on the left to select the access scopes that you would like to allow for the API token.
* You can clear all scopes by clicking the **Clear All** button near the top-right of the page.

<figure><img src="/files/l7h1reAAX5xAgW3upfA8" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Update</summary>

* When you have finished editing the token, select **Update** on the lower left of the page, then select **Update** again from the confirmation box, to confirm the changes.
* You may also select **Disable** to disable the token, or **Delete** to permanently remove it. Either disabling or deleting the token will take effect immediately and any new requests that try to make use of the token will be disallowed.

</details>


# Manage API Access Tokens as a Brand

In this article, we'll cover where you can find and how you can manage your API access tokens. Account users with the [Account Administrators or Implementation Specialist](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) roles can enable impact.com API access and view API access tokens. Read some tips on how to [keep your access tokens secure](/other/reference-documentation/api-access-tokens-and-changelog/keep-your-access-tokens-secure).

{% hint style="info" %}
**Note:** Visit impact.com's [Integrations Portal](https://integrations.impact.com/brand-api-reference) to view API reference documentation, integration guides, and more.
{% endhint %}

#### Manage access tokens

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account* column, navigate to *Technical*, then select **API**.
3. On the top-right, select **Enable Legacy Tokens**, if you need to use legacy API tokens. Once you select the button, it will disappear, and a *Legacy Account Tokens* card will appear.
4. Manage a legacy token by selecting the ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** icon on the token's card, then select an option from the drop-down menu. See the *Menu reference* below for more information about the available management options.
5. Create a new token by selecting **Create Access Token** at the top-right of the page.
6. You can **edit a token** by selecting the token's card.

<details>

<summary>Filter reference</summary>

| Filter             | Description                                                                                                    |
| ------------------ | -------------------------------------------------------------------------------------------------------------- |
| **Search by Name** | Enter all or part of the names of the tokens you would like to view.                                           |
| **Created On**     | Select whether you'd like to view tokens created in the *Last 7 days*, *Last 30 days*, or *More than 30 days*. |
| **State**          | Select the state of the tokens you'd like to view, either **Enabled** or **Disabled**.                         |
| **Clear All**      | Select **Clear All** if you need to reset the search filters.                                                  |

</details>

<details>

<summary>Menu reference</summary>

| Menu Item           | Description                                                                                                                                                                                                                                     |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Duplicate**       | Create a copy of the token with the same access rights and settings.                                                                                                                                                                            |
| **Reset**           | Reset the token. A new API token will be generated, and the auth token value will change. Be sure to add the new auth token value to any existing integrations, because the previous auth token value will no longer pass authorisation checks. |
| **Upgrade Version** | Update the API version that the token is compatible with.                                                                                                                                                                                       |
| **Disable**         | Disable the token so it cannot be used for authentication.                                                                                                                                                                                      |
| **Delete**          | Remove the token completely.                                                                                                                                                                                                                    |

</details>

#### Get your API credentials

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account* column, navigate to *Technical*, then select **API**.
3. Select your access token's **card** to see its details.
4. From the left navigation menu, select **API Credentials**.
5. **Copy** the credentials you need.


# Manage Legacy API Tokens as a Brand

Any API tokens created before April 2025 are considered legacy tokens. This article helps you find and manage your legacy API access tokens. Read some tips on how to [keep your access tokens secure](/other/reference-documentation/api-access-tokens-and-changelog/keep-your-access-tokens-secure).

{% hint style="info" %}
**Note:** Visit impact.com's [Integrations Portal](https://integrations.impact.com/) to view API reference documentation, integration guides, and more.
{% endhint %}

#### Manage access tokens

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account Settings* column, navigate to *Technical*, then select **API**.
3. On the top-right, select **Enable Legacy Tokens**, if you need to use legacy API tokens. Once you select the button, it will disappear, and a *Legacy Account Tokens* card will appear.
4. Manage a legacy token by selecting the ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** icon on the token's card, then select an option from the drop-down menu. See the *Menu reference* below for more information about the available management options.
5. You can also select the token card to view the API token information.
   * On the *Overview* page, you can view information about the tokens, and you may have the option to upgrade the version of the API tokens by selecting the **API Version** drop-down.
   * On the *API Credentials* page, you can view and copy the **Account SID** and **Auth Token** values of the Read/Write and Read-Only tokens.

**Menu reference**

| Menu Item              | Description                                                                                                                                                                                                                                                |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Reset (Read/Write)** | Reset the read/write token. A new API token will be generated, and the auth token value will change. Be sure to add the new auth token value to any existing integrations, because the previous auth token value will no longer pass authorisation checks. |
| **Reset (Read-Only)**  | Reset the read-only token. A new API token will be generated, and the auth token value will change. Be sure to add the new auth token value to any existing integrations, because the previous auth token value will no longer pass authorisation checks.  |
| **Upgrade Version**    | Upgrade the legacy token's version.                                                                                                                                                                                                                        |


# Enable & View Data Feeds

<a href="https://pxa.impact.com/student/activity/1117597?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=tra-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

{% hint style="info" %}
**Version Upgrade**: The latest action feed version is **Version 5 (V5)**. If you're using an older version, see the *upgrade section* to learn how to upgrade.
{% endhint %}

Data Feeds are automated, scheduled files that can report on a number of different data for your campaign. The primary feature is the **Action Feed**, which reports both new actions and any updates to existing actions.

An *Action Feed* can be customized in terms of its delivery frequency, data format, and delivery method.

#### Enable the action feed

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, scroll to the *Technical* section.
3. Select [Data Feeds](https://app.impact.com/secure/advertiser/accountSettings/techintegration/view-edit-adv-daily-feeds-flow.ihtml).
4. On the right side of the screen, select ![](/files/tcQS14zAgxVROYiMl2xJ) **\[Edit]**.
5. Select ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** to enable the action feed.

From here, you can customize the details of your action feed.

|                     |                                                                                                                                                                                                                                                                                             |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Frequency**       | Choose the frequency that you want to receive the feed, from hourly up to monthly.                                                                                                                                                                                                          |
| **Data Format**     | <p>This determines the file type of the action feed:</p><p>• XML delivers the data in a Extensible Markup Language (XML) file.</p><p>• TAB delivers the data in a .txt file with items separated by tabs.</p><p>• PIPE delivers the data in a .txt file with items separated by pipes (</p> |
| **Delivery Method** | Choose your preferred delivery method: impact.com FTP (i.e., you pull your action feed from our FTP servers), Partner FTP (i.e., we send the action feed file to your FTP server), or Email (i.e., we email this file as an attachment to an email address).                                |

**Customize the action feed**

Once the action feed is enabled, you can always disable or change details about it—like the frequency, data format, and more.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, scroll to the *Technical* section.
3. Select **Event Notifications**.
4. In the top of the screen, select the **Data Feeds** tab.
5. On the right side of the screen, select ![](/files/tcQS14zAgxVROYiMl2xJ) **\[Edit]**.

Refer to the description list in the previous section for details on each setting.

#### Understand the action feed file

The action feed file can be read using a plain text editor or imported into a spreadsheet.

See the table below for reference to the headers for **Action Feed Version 5 (V5)**.

<details>

<summary>Action Feed V5 Header Reference</summary>

|                      |                     |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| -------------------- | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Field**            | **Format**          | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `AdvertiserId`       | Integer             | The unique advertiser account ID to which the action posted.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `CampaignId`         | Integer             | The unique ID of the campaign to which the action corresponds.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `CampaignName`       | String              | The name of the campaign to which the action corresponds.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| `ActionTrackerId`    | Integer             | The unique ID of the action tracker to which the action corresponds.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| `ActionTrackerName`  | String              | The name of the action tracker to which the action corresponds.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `TemplateTermName`   | String              | The name of the template term to which the action corresponds.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `MediaPartnerId`     | Integer             | The unique media partner ID to which the action was credited.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| `MediaPartnerName`   | String              | The name of the media partner to which the action was credited.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `ActionId`           | String              | The unique ID that impact.com has assigned to the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| `Status`             | String              | <p><strong>Important:</strong> This is a deprecated field and is not available in the latest version of the Action Feed (version 4).</p><p>An action can have one of the below statuses:</p><p><em>Default</em>: The status of the action when it is first created. If no changes are made to the action, then this would remain as the status.</p><p><em>Approved</em>: The advertiser decided this was a valid action, but the advertiser can still make a change before the locking date.</p><p><em>Rejected</em>: The advertiser decided this was an invalid action, so the media partner should not be paid out.</p><p><em>Modified</em>: The advertiser decided that part of the action was invalid (e.g., the customer returned an item in the order) so the payout was reduced.</p><p><strong>Note:</strong> All actions with an <em>over limit</em> status can be approved manually by the advertiser.</p><p><em>Over Limit - Weekday Cap</em>: The action occurred after the weekday cap was already met.</p><p><em>Over Limit - Weekend Cap</em>: The action occurred after the weekend cap was already met.</p><p><em>Over Limit - Budget</em>: The action occurred after the budget specified on the insertion order was already met.</p><p><em>Over Limit - Action Cap</em>: The action occurred after the maximum number of actions specified on the insertion order was already met.</p><p><em>Over Limit - IO Expired</em>: The action occurred after the insertion order was terminated or expired.</p><p><em>Over Limit - Concurrent Calls</em>: The action occurred after the number of concurrent calls specified on the insertion order was already met.</p> |
| `State`              | String              | This value is a status indicating advertiser response to the action, with one of the following values: "APPROVED", "PENDING", or "REVERSED". This value cannot be changed after the action’s locking date.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `ModificationReason` | String              | Important: This is a deprecated field and is not available in the latest version of the Action Feed (version 4).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| `AdId`               | Integer             | The unique ID of the ad with which the consumer interacted to initiate the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| `ClientCost`         | Decimal (8,2)       | The net “cost” of the action to the advertiser.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `Payout`             | Decimal (8,2)       | The payout to be received by the media partner. For modified actions, this is the net payout. For over limit actions, the payout is $0.00.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `DeltaPayout`        | Decimal (8,2)       | The change in the payout from the previous state. For example, if the advertiser modified the action as a result of a customer return, this value represents the negative adjustment in the payout. If the action has not been modified, this will be the same value as Payout.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `IntendedPayout`     | Decimal (8,2)       | The payout of the action before it was modified. If the action has not been modified, this will be the same value as Payout.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `Amount`             | Decimal (8,2)       | The sales amount, or revenue, of the action. This value is only relevant for pay-per-sale events.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| `DeltaAmount`        | Decimal (8,2)       | The change in the sales amount if the action has been modified. If the action has not been modified, this will be the same value as Amount.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `IntendedAmount`     | Decimal (8,2)       | The sales amount before the action was modified. If the action has not been modified, this will be the same value as Amount.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `Currency`           | String (3)          | The currency code that the action was submitted with (currency in advertiser settings is the default if currency code value is not submitted).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `OriginalCurrency`   | String (3)          | The original currency code detected with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| `ReferringDate`      | Timestamp, ISO 8601 | The date and time of the referral associated with the action. This will be the same as the EventDate for actions batched without a ClickId.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `EventDate`          | Timestamp, ISO 8601 | The date and time that the event took place.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `CreationDate`       | Timestamp, ISO 8601 | The date and time when the action was processed and created in the impact.com system.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| `LockingDate`        | Timestamp, ISO 8601 | The date when the action locks. After this date, the action cannot be modified by advertiser, and it becomes payable to the media partner.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `ClearedDate`        | Timestamp, ISO 8601 | If the media partner has been paid on this action already, this is the date and time when the funds were transferred to their account.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| `ReferringType`      | String              | The type of referral corresponding to this action. For example, ‘CLICK\_COOKIE’ for a click referral, or ‘REPORTED\_PARTNER\_ID’ if the action was batched with a media partner ID.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| `ReferringDomain`    | String              | The URL where the click referral came from.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `IpAddress`          | String              | The customer's IP Address.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `PromoCode`          | String (64)         | The promo code that was submitted with the action, if there was one.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| `Oid`                | String (64)         | The unique, trackable order ID of the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| `CustomerId`         | String (50)         | The customer ID submitted with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `CustomerPostCode`   | Numeric             | The customer’s postal code, if it was submitted with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| `CustomerStatus`     | String (40)         | The customer’s status (New or Returning), if it was submitted with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `Note`               | String (255)        | A note can include any extra information the advertiser wants to include in the action. If a Note was submitted with the action, it will appear here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| `CallerId`           | Integer             | If this was a Call Tracking action, the required CallerId value for the action will appear here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| `CustomerArea`       | String              | The geographical area of the customer, if it was detected with the action (i.e. DMA code).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `CustomerCity`       | String              | The city of the customer, if it was detected with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| `CustomerRegion`     | String              | The region of the customer, if it was detected with the action.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| `CustomerCountry`    | String              | The country of the customer.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `SharedId`           | String (32)         | This value is specific to the media partner, but available to both the media partner and advertiser.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| `Items`              | String (255)        | Item-level category, sku, amount, quantity, payout, name, item rebate, and item list (respectively) separated by the “^” character. Multiple items are separated by the “\~” character.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |

</details>


# Manage Technical Settings

<a href="https://pxa.impact.com/student/activity/1117597?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=tra-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

You can manage advanced settings for your account. If you are unsure about how you want these settings set up, [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true).

#### Manage technical settings for your account

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Technical*, select any of the technical settings.
3. Select the setting you want to manage.

   |                          |                                                                                                                                                                                                                                                                                                                                                                                  |
   | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **Setting**              | **Description**                                                                                                                                                                                                                                                                                                                                                                  |
   | API                      | Retrieve your [Impact REST API](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/api-tokens/manage-api-access-tokens-as-a-brand) details, like your account SID (Security Identifier).                                                                                                                                                          |
   | Data Feeds               | Manage your [action feed](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/enable-and-view-data-feeds). You can retrieve reports about new and existing actions linked to your account.                                                                                                                                                         |
   | Event Notification       | Manage [event notification postbacks](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/notifications/enable-event-notification-postbacks-for-brands). You can synchronize Impact's postback data with a third-party tracker.                                                                                                                    |
   | Cross Program Tracking   | Toggle [cross-program tracking](/brand/what-would-you-like-to-learn-about/platform-features/tracking/set-up-tracking/enable-cross-program-tracking) permissions. This is integral if you have more than one program with impact.com and they are directly interacting with each other, such as a particular partner of yours driving traffic to more than one program at a time. |
   | File Submissions         | View recent [FTP file submissions](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/access-ftp-file-submissions). Check the *Status* column to find if batch submissions were stored successfully.                                                                                                                       |
   | Partner Custom Values    | View all the custom values you've assigned to a partner. Learn how to [assign custom tracking values to partners](/brand/what-would-you-like-to-learn-about/platform-features/tracking/set-up-tracking/assign-custom-tracking-values-to-partners).                                                                                                                               |
   | Connections              | View all your connections for all batch data file transfers between impact.com and brands, partners, or other parties. Learn more about [connections](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/data-connections-overview).                                                                                       |
   | Tracking Domains         | View your custom domains for tracking your programs.                                                                                                                                                                                                                                                                                                                             |
   | Partner Integrations Hub | Manage and deploy marketing and optimization partner integrations.                                                                                                                                                                                                                                                                                                               |


# Customize Your impact.com Branding

<a href="https://pxa.impact.com/student/activity/1117576?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=dis-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

You can set the primary custom branding for your *login* page, the *signup* and *console* pages for your direct partners, and any automated *emails* sent to them.

You can also manage the [branding of each of your programs](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/customize-your-program-branding) so that partners see different branding based on which program they are joined to.

#### Advertiser branded login

Customize the branding of your login page, including its CSS and header and footer HTML. While custom branding is optional, not setting up a custom-branded login page prevents you from having a login link for your partners.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Branding*, select [**Advertiser Login Branding**](https://app.impact.com/secure/advertiser/accountSettings/brandedsettings/advertiser-self-brandedsignup-settings-flow.ihtml).
3. Make your changes. Refer to the table below for help with each setting.

<details>

<summary>Settings reference</summary>

{% hint style="info" %}
**Note:** Some settings are only available to specific impact.com editions or add-ons. [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true&&) to upgrade your account and get access!
{% endhint %}

| **Setting** | **Description**                                                                                                                                                                                                                                                                                                                              |
| ----------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Login Link  | <p>You can preview what your login page will look like by selecting the hyperlink under <em>Login Link</em>.</p><p>This setting is only available to specific impact.com editions or add-ons. <a href="https://app.impact.com/support/portal.ihtml?createTicket=true&#x26;&#x26;">Contact us</a> to upgrade your account and get access!</p> |
| CSS Styles  | The contents of this field will be placed into the head section of your branded page within a style tag. Only CSS styles are permitted. Any background images should use absolute URLs with HTTPS protocol (e.g., `https://www.impact.com`).                                                                                                 |
| Header HTML | The HTML code placed here will draw the header of your branded page. All images and links should use HTTPS protocol and be absolute URLs (e.g., `https://www.impact.com`). No script tags are permitted. Maximum file size of 64 kb.                                                                                                         |
| Footer HTML | The HTML code placed here will draw the footer of your website. All images and links should use HTTPS protocol and be absolute URLs (e.g., `https://www.impact.com`). No script tags are permitted. Maximum file size of 64kb.                                                                                                               |

</details>

4. Select **Save**.

#### Partner sign up branding

One of the first pages your direct partners will see is the sign-up page. You can manage the CSS styling of the page, the header and footer of the page, and the links to your promo page and the partner's login page. impact.com branding will appear if you do not set up custom branding.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Branding*, select [**Sign Up Page**](https://app.impact.com/secure/advertiser/accountSettings/brandedsettings/advertiser-brandedsignup-settings-flow.ihtml?).
3. Make your changes.
   1. Refer to the tables below for help with each setting and to see supported HTML tags.

<details>

<summary>Settings reference</summary>

{% hint style="info" %}
**Note:** Some settings are only available to specific impact.com editions or add-ons. [Contact us](https://app.impact.com/support/portal.ihtml?createTicket=true&&) to upgrade your account and get access!
{% endhint %}

| **Setting**             | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Partner Agreement Terms | <p>Select which agreement terms will apply between your brand and your partners:</p><p>• <strong>Use the platform standard Master Program Agreement</strong> (<a href="https://impact.com/legal/impact.com_Master_Program_Agreement.pdf">MPA</a>). Read the agreement, then select <img src="/files/pJsLBrBDVoHbzf2iiL1a" alt=""> <strong>\[Unchecked box]</strong> <strong>I have read and agree to use the platform standard Master Program Agreement</strong>.</p><p>• <strong>Use my own custom sign up terms (PDF)</strong>. You'll need to upload a PDF file containing the agreement for your partners.</p> |
| CSS Styles              | The contents of this field will be placed into the head section of your branded page within a style tag. Only CSS styles are permitted. Any background images should use absolute URLs with HTTPS protocol (e.g., `https://www.impact.com`).                                                                                                                                                                                                                                                                                                                                                                       |
| Header HTML             | The HTML code placed here will draw the header of your branded page. All images and links should use HTTPS protocol and be absolute URLs (e.g., `https://www.impact.com`). No script tags are permitted. Maximum file size of 64 kb.                                                                                                                                                                                                                                                                                                                                                                               |
| Footer HTML             | The HTML code placed here will draw the footer of your website. All images and links should use HTTPS protocol and be absolute URLs. No script tags are permitted. Maximum file size of 64 kb.                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Promo Page Link         | This displays information about each of your programs. Your logo, a short description, the payout rate, and the *Apply Now* button display on the Promo Page.                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| Login Link              | Give partners access to a URL that leads to your branded login page. Place this URL on your website so that partners can log in to their partner account.                                                                                                                                                                                                                                                                                                                                                                                                                                                          |

</details>

<details>

<summary>HTML tag reference</summary>

**Supported tags**

| Category        | Tag                                                                                |
| --------------- | ---------------------------------------------------------------------------------- |
| Text formatting | `<b>`, `<strong>`, `<i>`, `<em>`, `<u>`, `<s>`, `<del>`, `<ins>`, `<sub>`, `<sup>` |
| Structure       | `<p>`, `<br>`, `<hr>`, `<div>`, `<span>`                                           |
| Headings        | `<h1>`, `<h2>`, `<h3>`, `<h4>`, `<h5>`, `<h6>`                                     |
| Lists           | `<ul>`, `<ol>`, `<li>`, `<dl>`, `<dt>`, `<dd>`                                     |
| Tables          | `<table>`, `<thead>`, `<tbody>`, `<tr>`, `<td>`, `<th>`                            |
| References      | `<blockquote>`, `<q>`, `<cite>`                                                    |

**Restricted tags**

| Category | Tag       | Restriction details                                                                                                                                                                                                                                                                         |
| -------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Links    | `<a>`     | <p>• <code>href</code> must use a whitelisted protocol (<code>http:</code>, <code>https:</code>, or <code>mailto:</code>).</p><p>• If <code>target</code> is used, <code>rel="noopener"</code> is required.</p>                                                                             |
| Images   | `<img>`   | <p>Only <code>src</code>, <code>alt</code>, <code>width</code>, and <code>height</code> attributes are supported.</p><p>• <code>src</code> must use a whitelisted protocol.</p><p>• Event handler attributes such as <code>onerror</code> and <code>onload</code> are strictly blocked.</p> |
| Styling  | `<style>` | Not supported.                                                                                                                                                                                                                                                                              |

{% hint style="info" %}

* The `<style>` tag can be misused for data theft, malicious scripts, or other security risks. impact.com blocks the tag to keep you safe.
* All listed tags allow these attributes:\
  `class`, `id`, `title`, `lang`, `dir`, `aria-*`
  {% endhint %}

</details>

4. Select **Save**.

#### Partner console branding

You customize UI branding for your direct partners, including how some UI elements are styled.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Branding*, select [**Partner Console Branding**](https://app.impact.com/secure/advertiser/accountSettings/brandedsettings/advertiser-brandedsignup-settings-console-branding-flow.ihtml).
3. Make your changes. Refer to the *Styling reference* and *Media Partner Defaults reference* for help with the settings in each section.

<details>

<summary>Styling reference</summary>

| **Styling Element**     | **Description**                                                                                                                                                                         |
| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Your Logo               | Upload a logo that will appear in the top left corner of your direct partner UI. The recommended resolution is 250x50.                                                                  |
| Your Favicon            | Your favicon (favorite icon) appears throughout your direct partner UI, like in the URL address bar. impact.com currently only supports ICO images with a maximum size of 16x16 pixels. |
| Platform Name           | Replaces any references to "impact.com" with what you enter here.                                                                                                                       |
| Primary Button Number   | Select a color for the action buttons, or enter your own hex code.                                                                                                                      |
| Link Color              | Select a color for the links, or enter your own hex code.                                                                                                                               |
| Highlight Color         | Select a color for the navigation bars, or enter your own hex code.                                                                                                                     |
| Header Background Color | Select a color for the background of the headers, or enter your own hex code.                                                                                                           |
| Header Highlight Color  | Select a color for links in the headers, or enter your own hex code.                                                                                                                    |
| Partner Console         | This URL leads to your branded console. Follow the link to see a preview.                                                                                                               |

</details>

<details>

<summary>Media Partner Defaults reference</summary>

|                                   |                                                                                                                                                                                                                                      |
| --------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Element**                       | **Description**                                                                                                                                                                                                                      |
| Resource Links                    | Enter a link to share external information with partners. This will appear in the navigation bar. You can embed dynamic tracking values in this list, like `{AccountId}` to track which partner account IDs are selecting this link. |
| Report Access                     | Toggle whether partners can access reports. If selected, you can specify which reports partners can access and whether these reports show up in the *Reports* drop-down menu.                                                        |
| Support Email Address             | Enter an email address that direct partners can reach out to if they need help.                                                                                                                                                      |
| Custom Logout URL                 | Enter a URL that partners will be redirected to after logging out. If nothing is entered here, your partner will be redirected to the login page.                                                                                    |
| Ad Requests                       | Toggle whether partners can request new ads.                                                                                                                                                                                         |
| Related Help                      | Toggle whether partners can see *Related Help Content* throughout the UI.                                                                                                                                                            |
| Help Center                       | Toggle whether partners can see the impact.com Help Center.                                                                                                                                                                          |
| Dashboard Tracking Link Generator | Toggle whether partners can create tracking links on the partner dashboard by using the *Create a Link* widget.                                                                                                                      |
| Dashboard Referral Widget         | Toggle whether partners can submit referrals from their dashboard.                                                                                                                                                                   |
| Dashboard Metrics                 | <p>Select which metrics will appear on the partner dashboard. You have up to 6 options.</p><p>• Clicks</p><p>• Actions</p><p>• Payouts</p><p>• Sale Amount</p><p>• Conversion Rate</p><p>• EPC (Earnings Per Click)</p>              |
| Custom Dashboard Widgets          | <p>Toggle to allow partners to see selected branded widgets. There are 2 types of widgets:</p><p>• Left Widgets (Large)</p><p>• Right Widgets (Small)</p>                                                                            |
| Custom Navigation Bar             | Toggle whether you want your partners to see a custom top menu bar with links to pages you specify. You can select up to 7 custom menu bar items and arrange the order in which they display.                                        |
| Timezone                          | Toggle if you want to enforce a standard [timezone](/other/reference-documentation/supported-currencies-and-timezones) for all direct partners.                                                                                      |
| Disable Partner Profile Changes   | Toggle if you want to prevent partners from changing their profile details.                                                                                                                                                          |
| Hide Non Standard Alerts          | Toggle if you want to prevent partners from seeing non standard notifications in their UI.                                                                                                                                           |
| Hide Pending Actions              | Toggle if you want to prevent direct partners from seeing pending actions they have generated.                                                                                                                                       |
| Hide Partner Funds Transfer       | Toggle if you want to prevent direct partners from seeing your payment transfers.                                                                                                                                                    |

</details>

4. Select **Save**.

#### Partner email branding

Customize how automated partner emails will look.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under *Branding*, select [**System Emails**](https://app.impact.com/secure/advertiser/accountSettings/brandedsettings/advertiser-brandedsignup-settings-email-branding-flow.ihtml).
3. Make your changes. Refer to the table below for help.

<details>

<summary>Settings reference</summary>

|                       |                                                                                                                                                                                                                               |
| --------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**           | **Description**                                                                                                                                                                                                               |
| Theme Color           | Enter the hex code for the color you want interactable elements to be. Interactable elements include buttons.                                                                                                                 |
| Background Color      | Enter the hex code for the color you want your background to be.                                                                                                                                                              |
| Footer HTML           | The HTML code placed here will draw the footer of your email. All images and links should use HTTPS protocol and be absolute URLs (e.g., `https://www.impact.com`). No script tags are permitted. Maximum file size of 64 kb. |
| Reply-To Address      | Enter a reply-to email address for all automated emails.                                                                                                                                                                      |
| From Name             | Enter a sender name for all automated emails.                                                                                                                                                                                 |
| Partner Email Styling | Preview what your automated emails will look like.                                                                                                                                                                            |

</details>

4. Select **Save**.


# Manage Tasks

In your impact.com Performance account, you can use the *Tasks* system to create assignable tasks for both your partners and your colleagues in your impact.com account. Learn how to view the tasks modal, create new tasks, update existing tasks, and leave comments on tasks.

{% hint style="success" %}
**Don't see this feature?** Reach out to your account manager about updating your account permissions to view or manage tasks.
{% endhint %}

#### Create a task

1. From the top navigation bar, select ![](/files/CibE8uqrakAKxuefWzPk) **\[Tasks]**.
2. At the bottom of the tasks modal, select **Add task**.
3. Fill in the necessary fields using the *Field reference* below and select **Save** to save your task.

<details>

<summary>Field reference</summary>

| Field           | Description                                                                                                                                                                                                                                                                                                                                                                                                                |
| --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Task Name**   | Enter a name for the task.                                                                                                                                                                                                                                                                                                                                                                                                 |
| **Description** | Optionally, add a description for this task that includes all relevant details.                                                                                                                                                                                                                                                                                                                                            |
| **Task Type**   | Use the drop-down menu to select the task type. If ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box]** *Task requires approval* is selected, you'll need to manually approve it when the assignee marks it as complete. If this option isn't selected, a task will automatically be approved once the assignee marks the task as complete.                                                                                 |
| **Assign To**   | Tasks can be assigned to partners or your team members on your brand account. When you select a partner account, you can use the second drop-down to select a specific member for that partner account or leave it blank to assign the task to anyone with access to the partner account. Select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box]** *Hide task from partner* if you want to hide the task from a partner. |
| **Choose File** | <p>Select <strong>Choose File</strong> to attach files with no size limits. Supported formats:</p><p>• JPG</p><p>• PNG</p><p>• DOC</p><p>• MP4</p><p>• MOV</p><p>• PPT</p><p>• SAZ</p><p>• XLSX</p><p>• ZIP</p>                                                                                                                                                                                                            |
| **Due on**      | Optionally, use the calendar modal to choose a due date and time of day. Select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box]** *Mark as urgent* to signify to the assignee that this task is considered urgent.                                                                                                                                                                                                       |

</details>

#### View tasks

1. From the top navigation bar, select ![](/files/CibE8uqrakAKxuefWzPk) **\[Tasks]**.
2. To view all tasks assigned to you or reported by you, switch between the tabs:
   * From the *Assigned to you* tab, select **View all tasks**.
   * From the *Reported by you* tab, select **View all tasks**.
3. On the *Tasks* screen, you can:
   * **Filter** for specific tasks using the top filter bar.
   * Select an individual task **name** to view a summary of the task.
   * Select **Add Task** to create a new task.

<div data-with-frame="true"><figure><img src="/files/TUx3Dd4rMcqFE5uPDQeV" alt="" width="563"><figcaption></figcaption></figure></div>

#### Action a task item

1. From the top navigation bar, select ![](/files/CibE8uqrakAKxuefWzPk) **\[Tasks]**.
2. In the tasks modal, select **Assigned to you**.
3. Select one of your assigned tasks, and in the upper-right corner, select ![](/files/sJA7d1f2U8aZ3UZ7j58F) **\[Drop-down arrow] → Start**.
   * Alternatively, on the *Tasks* screen, hover over your assigned task and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More] → Start**.
   * See the *Actions reference below* for more details on each action.

<details>

<summary>Actions reference</summary>

| Action    | Description                                                                                                                                                                                                                      |
| --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Start     | Marks the task as *In Progress*.                                                                                                                                                                                                 |
| Invalid   | Marks the task as *Invalid*. Task reporters and the assignee can comment on the task to discuss why it's invalid.                                                                                                                |
| Duplicate | Marks the task as duplicate. Assigners and assignees can comment on the task to discuss why it’s considered a duplicate.                                                                                                         |
| Blocked   | Marks the task as blocked. Assigners and assignees can comment on the task to discuss why they’re unable to complete the task.                                                                                                   |
| Rejected  | Marks the task as rejected. Assigners and assignees can comment on the task to discuss why it was rejected.                                                                                                                      |
| Completed | Marks the task as completed. The assignee must have already selected *Start* on the task in order to mark it completed. Tasks that don't require approval will automatically have an *Approved* status when marked as completed. |
| Delete    | Deletes the task. Only assigners can delete tasks that they’ve created.                                                                                                                                                          |
| Archive   | Archives the task. Only available on tasks that have been completed.                                                                                                                                                             |
| Reopen    | Reopens a task that was moved from *In Progress* to any other status mentioned above.                                                                                                                                            |

</details>

#### Update tasks

To add progress updates:

1. From the top navigation bar, select ![](/files/CibE8uqrakAKxuefWzPk) **\[Tasks]** → **View All**.
2. To update the task progress, select a task to open it and add a **Comment** with an optional ![](/files/563FxImgZgGFGxcnnTHL) **\[Attachment]**.
   * An attached file must always be accompanied by a comment (e.g., "View the attached").
3. To reassign a task to a different user, select ![](/files/nPGPGgb8YkdBuVg4u2aa) **\[Edit]** next to *Assignee*.
   * Choose the account from which the new assignee will be selected, then select the new assignee.
   * Select ![](/files/ZQArUgov9SVRGQNwvW6D) **\[Check]** to finish reassigning the task.

{% hint style="success" %}
**Note:** Anyone can add comments to a task, however, only users with the the *Manage Tasks* [account permission](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) can reassign tasks.
{% endhint %}

#### Set task notifications

You can configure your impact.com notification settings so that you receive an alert whenever you're assigned a task or whenever an update occurs on a task you've created or been assigned to. Learn how to manage your account [notification settings](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/notifications/manage-your-brand-notification-settings).


# Partner Test Accounts for Brands

As a brand, you may at times want access to the partner user interface. This can give you a better understanding of the partner experience and enable you to answer certain questions that partners may have. In order to access the partner platform, you will have to create your own partner test account.

#### Use cases for a partner test account

* To have a better understanding of the partner UI and signup experience
* To test your own links, ads, and to create test orders
* To receive your own newsletters and view what partners see
* To receive partner-facing release notes from impact.com and keep up-to-date with partner-side changes.

{% hint style="info" %}
**Note:** The steps below demonstrate how to create a partner account without applying to the Brands Marketplace. Your partner account will be signed up directly to your program and will not be visible to other brands.
{% endhint %}

{% stepper %}
{% step %}
**Step 1: Create a partner test account**

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Contracts → Template Terms**.
2. Hover over the terms to which you want your test account signed up, at the end of the row, select ![](/files/ZiJD3i49EZgjsFWVTv1h) **\[More] →** **Get Branded Links**.
3. Open your sign-up link.

   * You will be taken to the partner-facing sign-up page for your program.

   <div data-with-frame="true"><figure><img src="/files/3aQa4Ep9mOIFSOqswfIn" alt=""><figcaption></figcaption></figure></div>
4. Select **Sign up**.
5. Your own program terms will be presented for review. **Accept** the terms.
6. You will be requested to either log in or create a partner account. Select **Sign up with email**.
7. Fill in the fields as prompted, using an email address and a username that is not associated with an existing impact.com account.
8. Select **Get started**.
9. On the pages that follow, enter the same *personal*, *company*, and *promotional information* as your brand account.
   * For more assistance with the signup process, see [Sign Up as a Partner on impact.com](/partner/what-would-you-like-to-learn-about/getting-started/sign-up-as-a-partner-on-impactcom).
10. Once you have completed the process, you will receive an email from impact.com confirming the creation of your user profile. Follow the prompts to activate your profile and create a new password.
    {% endstep %}

{% step %}
**Step 2: Approve your test account**

1. Log in to your brand account.
2. From your left navigation bar, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage] → Partners → Applications**.
3. Locate your own program application, and at the end of the row, select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More] → Accept**.
   {% endstep %}

{% step %}
**Toggle between your brand and test accounts**

After creating a test partner account, you can [link it with your brand account](/partner/what-would-you-like-to-learn-about/account-management/account-settings/how-can-i-merge-my-impactcom-partner-accounts) to allow you to easily switch between accounts.

1. Log in to your brand account.
2. Select your program name in the upper-left corner to expand the dropdown and view your other accounts.
   * From here, you can toggle between your brand and partner test accounts.
     {% endstep %}
     {% endstepper %}


# Create Custom Partner Sign Up Terms for Brands

You can set standard terms or custom terms for the partner to agree on when they sign up. These are the terms that govern your performance marketing relationship with partners. When setting up your [custom program branding](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/customize-your-program-branding), you'll be given the option to select between:

* Standard Master Program Agreement (MPA)
* Custom Sign Up Terms

## Standard Master Program Agreement

If you keep this default option, all partner sign-up pages will show impact.com's [Master Program Agreement](https://impact.com/legal/impact.com_Master_Program_Agreement.pdf) (MPA).&#x20;

The Partner Sign Up Terms apply to both new partner sign-ups and existing partners. If you have any questions or concerns about this agreement, [contact support](https://app.impact.com/support/portal.ihtml).

* How the terms will display to a partner:

  <div data-with-frame="true"><figure><img src="/files/9IQCGgh5F67AjvKtPOsa" alt=""><figcaption></figcaption></figure></div>

#### Custom Sign Up Terms

Customizing your own partner sign up terms allows you to create custom terms to which the partner can agree to when signing up. To set custom sign up terms, do the following:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the left, under the *Branding* section, select **Sign Up Page**.
3. In the *Partner Agreement Terms* section, select **Use my own custom sign up terms (PDF)**.
4. Select **Choose File**.
   * Upload a PDF file of the terms you want the partner to agree on during sign up.
5. Select **Save**.

   * How the terms will display to a partner:

   <div data-with-frame="true"><figure><img src="/files/IYkZT6hd5gTRXBUgC3TT" alt=""><figcaption></figcaption></figure></div>


# Create a Partner Integration

{% hint style="info" %}
**Note:** This functionality is in beta. Contact your CSM or our [support team](https://app.impact.com/support/portal.ihtml?createTicket=true&) if you'd like to test this feature.
{% endhint %}

The Partner Integrations Hub allows you to connect with technical partners who require a JavaScript integration with your website. These technical partner integrations make use of the [impact.com universal tracking tag (UTT)](/brand/what-would-you-like-to-learn-about/platform-features/tracking/javascript-tag-tracking/tracking-with-universal-tracking-tag-utt), a JavaScript tag that is placed on your website, to execute new code from the technical partner.

{% hint style="info" %}
**Note:** You must [have UTT enabled](/brand/what-would-you-like-to-learn-about/platform-features/tracking/javascript-tag-tracking/tracking-with-universal-tracking-tag-utt) as a pre-requisite for making use of the Partner Integrations Hub, and have approval from your website's IT or Site Reliability teams before deploying a JavaScript tag.
{% endhint %}

#### Step 1: Add the integration details

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account* column, scroll to the *Technical* heading and select **Partner Integrations Hub**.
3. From the top-right of the page, select **Add Integration**.
4. Select the integration's *Integration Tag* from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**.
   * The identifiers required to set up an integration will differ from partner to partner. When you select a partner from the drop-down menu, you'll see which identifier the partner requires.
   * If you have any questions, please reach out directly to the partner with which you are integrating.
5. Enter any unique identifier required by the selected partner. For instance, in the screenshot below, the integration requires the *domain* identifier.
6. Select ![](/files/4AJktj2qcV3ZjYYKylZP) **\[Checked box]** **Email partner when integration is added** to send an email notification to the relevant technical partner.

<div data-with-frame="true"><figure><img src="/files/xIIkJT718ZWhek4rsWI4" alt=""><figcaption></figcaption></figure></div>

7. Next, select **Add Integration** to save the integration details and proceed to the review stage.

#### Step 2: Review and publish the integration

After adding the integration, the *Review and Publish* page is displayed. This page includes a validation checklist to ensure you've addressed common technical and compliance requirements before the integration goes live. Completing this checklist helps verify several common implementation gaps and ensures your integration is published accurately and can be tracked successfully.

1. To enable the *Publish Tag* button, you must review and select the ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** for each item listed below:

   | Field                         | Description                                                                                                                                                                                                                             |
   | ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | Code Placement confirmed      | <p>Verify that the impact.com Universal Tag is correctly placed on your website.</p><p>If applicable, confirm that the partner's tag domain is allowed in your website's Content Security Policy (CSP) so the script isn't blocked.</p> |
   | Correct Integration ID        | Validate the unique IDs (e.g., "id") entered are accurate and match those provided by your integration partner.                                                                                                                         |
   | Privacy & Compliance Review   | Confirm adherence to data privacy regulations (e.g. GDPR, CCPA) and other legal requirement, ensuring no personal data is inadvertently collected or shared.                                                                            |
   | Internal Stakeholder Sign-Off | Since new code will be placed on your website, secure approval from required internal stakeholders (e.g. Site reliability Engineer, Product manager, Legal) before publishing.                                                          |
2. Once the required confirmations are complete:
   * Select **Publish Tag** to enable the integration immediately.
   * Alternatively, if you are not ready to publish yet, select **Publish Later** to save the integration in a disabled state.

{% hint style="info" %}
**Note:** Depending on your organization’s content security policy, you may need to add `https://*.partner.com` into your Content Security Policy directive. Replace`partner` with the top-level domain of the partner with which you are integrating.
{% endhint %}

#### Publish an added integration

If you've saved an integration in a disabled state, you can publish it by following these steps:

1. From the [*Partner Integrations Hub*](https://app.impact.com/secure/advertiser/fr/partner-integrations-hub.ihtml) page, find the *Disabled* integration you want to publish.
2. Hover your cursor over the integration and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **Publish**.
3. After selecting *Publish*, the *Review and Publish* page is displayed. Complete the verification steps outlined in Step 2: Review and publish the integration.
4. The published integration is now enabled and will be displayed with an *Enabled* status on the list in the *Partner Integrations Hub*.

<div data-with-frame="true"><figure><img src="/files/SesHUvUXEA6tbHZuuFSb" alt=""><figcaption></figcaption></figure></div>

#### Update an integration

You can edit an integration as follows:

1. From the [*Partner Integrations Hub*](https://app.impact.com/secure/advertiser/fr/partner-integrations-hub.ihtml) page, find the integration you want to edit.
2. Hover your cursor over the integration and select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **Edit**.
3. Enter a new identifier, usually supplied by the technical partner, into the textbox.
4. Select **Save** to save your changes.


# Program Settings


# Tracking Settings


# Set Up Permitted Domains for Deep Linking

If you want partners to be able to deep link to specific pages on your website, you must provide impact.com with the domains to which partners can send traffic (impact.com refers to these as "permitted domains"). You should do this regardless of whether you know what specific domains you want traffic arriving at or not.

#### Using non-permitted domains

If partners don't use the permitted domains you provide in their deep links, all traffic they drive using that link will be sent to a generic impact.com page with no options to head to your website. If you aren't sure what domains to list here, reach out to your teammates who manage your website. If they aren't sure or if there are no specific domains they come back with, you should enter the defaults (which are provided below).

#### Set permitted domains

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Tracking*, select **Gateway**.
3. Next to *Deep Linking*, toggle on ![](/files/OoA2qxPalfCYKZvmxuU6) **Allow Partners to deep link to specific pages on my site**.
4. Under *Permitted Domains*, if you don't have specific domains to add, enter the following default domains:

   | Domain                                                     | Example       |
   | ---------------------------------------------------------- | ------------- |
   | \[Your website domain].\[Your website top-level domain]    | impact.com    |
   | \*.\[Your website domain].\[Your website top-level domain] | \*.impact.com |
5. Alternatively, if you do have your own permitted domains to enter here, follow these formatting guidelines:
   * Do not include any paths or slashes (`/`) in your permitted domain. Exclude anything including and after the slash following the URL's domain.
   * If a URL might include a subdomain (e.g., `www.`) when used to deep link, you must include both versions of the URL. In this case, follow the format that the default permitted domains (above) use.
   * Don't include the default permitted domains (above) if you provide your own specific domains.
6. Select **Save**.

<div data-with-frame="true"><figure><img src="/files/T82hav4HMrrvqZcirIgZ" alt=""><figcaption></figcaption></figure></div>

#### Fix common partner-facing error messages

{% tabs %}
{% tab title="Example 1" %}
{% hint style="info" %}
**Error message:** The link you clicked on is malformed. Contact the editor of the originating page.
{% endhint %}

This error could be because you don't have deep linking enabled. To enable it, do the following:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, in the the *Tracking* section, select **Gateway**.
3. In the *Deep Linking* section select ![](/files/tcQS14zAgxVROYiMl2xJ) **\[Edit]** and ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** **Allow Partners to deep link to specific pages on my site**.
4. Specify the base domains to which you allow partners to deep link.
   * Domains should be comma-separated with no spaces. Wildcard characters are supported. E.g., yoursite.,\*.yoursite.
5. Select **Save**.

Alternatively, you may not have block rules set up. To check whether you do:

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, in the *Technical* section, select [Blocking & Redirect](https://app.impact.com/secure/advertiser/tracking-settings/manage-block-redirect-rules-flow.ihtml?).
3. Ensure that you have a block rule set up. Learn more on how to [Configure Block Routing Rules](/brand/what-would-you-like-to-learn-about/platform-features/blocking-and-redirect-rules/configure-block-routing-rules).
   {% endtab %}

{% tab title="Example 2" %}
{% hint style="info" %}
**Error message:** The link you clicked on has expired. We apologize for any inconvenience.
{% endhint %}

The partner may be blocklisted from your program. If you want to remove the partner from the blocklist, [contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml).
{% endtab %}
{% endtabs %}


# Configure Gateway Tracking Settings

*Gateway Tracking Settings* is where you can configure behavior for your impact.com tracking links, like your default landing page, [tracking templates](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/tracking-settings/gateway-tracking-templates), SSL support, how partners can deep link to your website, and a couple of advanced options.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FlsKSOqNQl7RszJCRJcN1%2Ftra-350-1-.mp4?alt=media&token=e4cc762b-8a54-484f-87e0-a0301e7adcb4>" %}

#### Configure Gateway Tracking Settings

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program Settings* column (right), scroll down to *Tracking* and select **Gateway**.

#### Modify a setting

1. Select the setting that you want to change.
2. Refer to the sections below for help with each setting, then make your changes.
3. Select **Save**.

<details>

<summary>Set a default landing page</summary>

Set the **default landing page** for all of your Gateway URLs (tracking links).

<div data-with-frame="true"><figure><img src="/files/PBWBCKlcGDkbcaGT2gf8" alt=""><figcaption></figcaption></figure></div>

* If an ad with a custom landing page doesn't work, the tracking link will redirect to this landing page.
* If you allow partners to create custom tracking links (e.g., short links or vanity links) via the Create a Link widget, this URL will be the default landing page for those tracking links.

</details>

<details>

<summary>SSL Support</summary>

This should be enabled by default and will ensure all users are routed to the secure version of your site (HTTPS) via tracking links.

In cases where a partner uses a secure tracking link and your site doesn't support SSL, when the user clicks a link, it will prompt a message stating that they are about to leave a secure site to visit a non-secure site. If your site supports both http\:// and https\:// and your site is secure, this message can be canceled by redirecting the user to your secure site.

{% hint style="warning" %}
**Warning:** If your site does not support HTTPS, the user will be redirected to a broken URL.
{% endhint %}

</details>

<details>

<summary>Deep Linking</summary>

This should be enabled by default and will allow users to be routed directly to pages on your site.

In order to enable partners to deep link to your site, you will need to input *Permitted Domains*. For more information on how to do this, see [Set Up Permitted Domains for Deep Linking](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/tracking-settings/set-up-permitted-domains-for-deep-linking).

</details>


# Gateway Tracking Templates

{% hint style="warning" %}
**Important:** Refer to [Configure Gateway Tracking Settings](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/tracking-settings/configure-gateway-tracking-settings) before continuing with this help article.
{% endhint %}

#### Program Tracking Template

* This is where you can define query string parameters for all tracking links within your program. These parameters will be applied to links from all of your media sources and partners. Refer to the *Query string parameters reference* below for help.

<div data-with-frame="true"><figure><img src="/files/E15UrSvyq60sWdHXwwHk" alt=""><figcaption></figcaption></figure></div>

#### Partner Tracking Template

* This is where you can add global query string parameters to partner tracking links. If a click comes from a partner's tracking link, the parameters you establish in the template will be applied. This is a good place to add UTM Parameters. Learn how to [Collect Campaign Data with Google Analytics](/brand/what-would-you-like-to-learn-about/platform-features/tracking/set-up-tracking/collect-campaign-data-with-google-analytics) using UTM parameters. Refer to the *Query string parameters reference* below for help.

<div data-with-frame="true"><figure><img src="/files/N72NOMyeOBPehNT9e7uT" alt="" width="563"><figcaption></figcaption></figure></div>

#### Query string parameters for tracking templates

* Parameters with curly brackets ({}) are dynamic query strings that will automatically populate with a value when the link is clicked
* Hardcoded values are supported—simply add a value without curly brackets ({}), and it will always be passed on a click.
* Custom values are supported, however, we recommend [contacting support](https://app.impact.com/support/portal.ihtml?createTicket=true) to discuss how to use them.
* Use underscores to add multiple parameters within a single query string.

<details>

<summary>Query string parameters reference</summary>

| URL Parameter                               | Example                                  | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| ------------------------------------------- | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `{clickid}`                                 | 2uz3sQWFlxyJRcqwUx 0Mo34VUkiyviUnPwZbQM0 | <p><strong>Click ID</strong></p><p>Unique ID assigned by impact.com associated with the click event. When a tracking link is clicked, this will populate with the unique click ID associated with the customer.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| `{iradid}`                                  | 828416                                   | <p><strong>impact.com Ad ID</strong></p><p>Unique ID associated with the ad that is associated with the click event. When a tracking link is clicked, this will populate with the Ad ID associated with the click.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| `{ircid}`                                   | 10306                                    | <p><strong>impact.com Campaign/Program ID</strong></p><p>Unique ID associated with your impact.com program (campaign). When a tracking link is clicked, this will populate with the campaign/program ID associated with the click.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| `{irpid}`                                   | 1234567                                  | <p><strong>impact.com Partner ID</strong></p><p>Unique ID assigned to the partner that drove the click. When a tracking link is clicked, this will populate with the partner ID associated with the click.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `{iradname}`                                | My Ad                                    | <p><strong>impact.com Ad Name</strong></p><p>The name you've assigned to the ad that was associated with the click. When a tracking link is clicked, this will populate with the ad's name.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `{iradtype}`                                | Banner                                   | <p><strong>impact.com Ad Type</strong></p><p>When you create ads in impact.com, you define the type of the ad (e.g., banner, text, image) before uploading creative. When a tracking link is clicked, this will populate with the ad type.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| `{iradsize}`                                | 100x100                                  | <p><strong>impact.com Ad Size</strong></p><p>impact.com requires you to specify an ad's size. When a tracking link is clicked, this will populate with the size of the ad that you specified when it was created.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| `{prodsku}`                                 | 123ABC987                                | <p><strong>Product SKU</strong></p><p>Unique SKU assigned to the product associated with the ad. When a tracking link is clicked, this will populate with the product SKU value associated with the ad.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| `{irmpname}`                                | CoyoteInfluencer                         | <p><strong>impact.com Partner Name</strong></p><p>The name of the partner in impact.com. When a tracking link is clicked, this will populate with the partner's name associated with the click.</p><p><strong>Note:</strong> Partners may have duplicate names or names with special characters, which will likely skew your data analytics findings. To ensure accurate data, use <code>{irpid}</code> instead. (You can look up partner IDs on the <a href="https://app.impact.com/secure/advertiser/report/viewReport.report?handle=adv_mp_date_joined"><em>Partner Listing Report</em></a>.)</p>                                                                                                                                                                                  |
| `{irmptype}`                                | mediapartner                             | <p><strong>impact.com Media Type</strong></p><p>This will return either <em>mediapartner</em> or <em>mediasource</em> depending where the click originated from—either from one of your partners, or from one of your media sources (such as traffic from a search engine).</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| `{sharedid}`                                |                                          | <p><strong>Shared ID</strong></p><p>Partners can append a Shared ID value as a query string parameter to their own tracking links, which is then visible to you in reporting. When a tracking link is clicked, this will automatically populate with the Shared ID a partner has specified, if available.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `{mp_value1}`, `{mp_value2}`, `{mp_value3}` | Deal                                     | <p><strong>Partner Custom Value</strong></p><p>This will populate with a custom value you can assign to a partner. <strong>This setting is applied across your entire account, not just for a single Program/Campaign</strong>.</p><p>Custom values can be assigned to partners in <strong>Partners → Partners → Actions → Tracking</strong>. From here, you can define up to three custom values for each partner. These are most commonly used to label partners (e.g., influencer, Cashback/Loyalty, Deal, etc.).</p><p>You can also bulk upload and edit partner custom values in <strong>Partners → Partners → Bulk Edit</strong>. You will need an Excel or CSV file with the Partner IDs as well as the Partner Values themselves that you want to assign to that partner.</p> |
| `{timestamp}`                               | 1598556546                               | <p><strong>Timestamp</strong></p><p>Generates the UNIX timestamp when the click event occurred. When a tracking link is clicked, this will be appended as a query string parameter. This can be used as a cache-buster in some platforms.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| `{randint}`                                 | 1,234,567                                | <p><strong>Random Integer</strong></p><p>Generates a random integer between 0–9,999,999 when a tracking link is clicked.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| `{impacttest}`                              | 1                                        | <p><strong>Test</strong></p><p>Append this parameter when you test your tracking links.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| `{irmpgroupname}`                           | ”influencers”,”preferred”                | <p><strong>Group name</strong></p><p>Lists one or multiple groups that a partner belongs to within a query string.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| `{CUSTOM}`                                  |                                          | <p><strong>Custom</strong></p><p>Use a custom dynamic query string parameter. impact.com recommends contacting support (or your CSM) to discuss your specific use case.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |

</details>

#### Parameter deduplication explained

The various parameters specified for an ad in a program can sometimes lead to duplicate values being returned, especially when multiple parameters have the same name. Duplicate parameter values can create a discrepancy between impact.com's reporting and the reporting of your wider marketing team's tools, such as Google Analytics. To avoid this, impact.com considers only a single parameter value in the following order of priority (from highest to lowest).

This order prioritizes brand-specified parameters over partner-specified ones:

<details>

<summary>Parameter type reference</summary>

| Parameter type            | Description                                                                                                                                                                                                                      |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Ad landing page           | The parameters you configure within your ad’s landing page metadata. (These parameters always take precedence unless a deep link is provided with the request, in which case deep link params override the landing page params.) |
| Program tracking template | The parameters you configure under **Settings → Gateway** (found in the *Tracking* section) → **Program Tracking Template**.                                                                                                     |
| Partner gateway           | The parameters you configure under **Settings → Gateway** (found in the *Tracking* section) → **Program Tracking Template**.                                                                                                     |
| Passthrough variable      | The parameters that your partners can specify within a deep link, using the `p.` notation. (In rare cases, passthrough parameters can override parameters that you specify.)                                                     |
| Deep link query string    | The parameters that your partners can use to pass a deep link containing pre-defined landing page query string parameters.                                                                                                       |

</details>

<details>

<summary>Example</summary>

If the `utm_medium` parameter is appended to both the landing page deep link used by a partner and your own *Program Tracking Template* as shown below:

* *Deep Link URL:* `https://brand.example?utm_medium=seo`
* *Program Tracking Template:* `https://brand.example?utm_medium=affiliate`

  The final landing page will be:
* *Program Tracking Template:* `https://brand.example?utm_medium=`**`affiliate`**

  This is because the *Program Tracking Template* parameter was defined by you and is thus given a higher priority than the one defined by your partner.

</details>


# Set Third Party Gateway URLs & Click Tracking

<a href="https://pxa.impact.com/student/activity/1117597?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=tra-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

{% hint style="warning" %}
**Warning:** Before modifying advanced settings discussed in this article, [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true) or reach out to your CSM.
{% endhint %}

#### View and modify third-party gateway URL parameters

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program* column, find *Tracking*, and select **Gateway**.
3. Scroll down to the *Third Party Gateway URL* field.
4. ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** the *Send all traffic through a third-party gateway URL* section for further details as seen below.
5. If you want to route traffic through a third-party URL, you can configure the URL, along with any query string parameters you want attached.
   * If you use a third-party tracking system, you can use this feature to record click data in that system.

<div data-with-frame="true"><figure><img src="/files/x2f5oUsqO9A2h0ARtJIx" alt="" width="563"><figcaption></figcaption></figure></div>

<details>

<summary>Query string parameter reference</summary>

| Parameter         | Description                                                                                                                                                                                              |
| ----------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `{gwlurl}`        | Your gateway landing page URL to which all visitors will be redirected populated by the `{gwlurl}` token to ensure accurate tracking.                                                                    |
| `{clickid}`       | The unique click ID assigned to the click event.                                                                                                                                                         |
| `{iradid}`        | The referring ad ID.                                                                                                                                                                                     |
| `{ircid}`         | The referring program ID.                                                                                                                                                                                |
| `{irpid}`         | The referring Partner ID.                                                                                                                                                                                |
| `{iradname}`      | The referring ad name.                                                                                                                                                                                   |
| `{iradtype}`      | The referring ad type.                                                                                                                                                                                   |
| `{iradsize}`      | The referring ad size (width x height).                                                                                                                                                                  |
| `{prodsku}`       | The SKU for the product in the referring ad.                                                                                                                                                             |
| `{irmpname}`      | The referring partner name.                                                                                                                                                                              |
| `{irmptype}`      | The referring media type.                                                                                                                                                                                |
| `{sharedid}`      | The ID provided by the referring partner.                                                                                                                                                                |
| `{irmpgroupname}` | The partner group name(s).                                                                                                                                                                               |
| `{mp_value1}`     | The Custom Partner Value 1 for the referring partner.                                                                                                                                                    |
| `{mp_value2}`     | The Custom Partner Value 2 for the referring partner.                                                                                                                                                    |
| `{mp_value3}`     | The Custom Partner Value 3 for the referring partner.                                                                                                                                                    |
| `{timestamp}`     | A UNIX timestamp.                                                                                                                                                                                        |
| `{randint}`       | A random integer between 0 and 10,000,000 (excluding 10,000,000).                                                                                                                                        |
| `{CUSTOM}`        | This allows you to capture values that were passed in the tracking link. For instance, if you sent `http://trackinglink.com?myvar=1`, then you could add `{myvar}` to use that in the tracking template. |

</details>

#### View and modify click tracking settings

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program Settings* column, find *Tracking*, and select **Gateway**.
3. In *Click Track Settings*, modify the duration of the click tracking window.

   * The default is the IAB standard 30-minute rolling window, meaning each new click (associated with the same `ClickId`) will keep the click tracking session active.

   <div data-with-frame="true"><figure><img src="/files/3f5cYTXVfIuNjN99elYs" alt=""><figcaption></figcaption></figure></div>


# Ensure GDPR Compliance using Consent Mode

Consent Mode is an impact.com feature (currently in beta) that helps you maximize tracking and attribution in regions where tracking requires user consent. The regions mainly affected by this are in EMEA — or more specifically, the European Economic Area (EEA).

#### Why is tracking harder in countries where GDPR applies?

Under GDPR, companies like impact.com are not allowed to track a user until that user has explicitly provided tracking consent. Usually, that consent is given via a popup such as the one below.

<div data-with-frame="true"><figure><img src="/files/YQtxxFXT8UYjtObuEbzy" alt="" width="563"><figcaption></figcaption></figure></div>

If a user is in a GDPR country and does not select **Accept All**, impact.com can’t track them. That means that no clicks on the partner's site or app can be registered, and there is no way to tell if that user eventually converted. A [2023 study](https://www.advance-metrics.com/en/blog/cookie-behaviour-study/) found that only 25% of users select **Accept All**, on average, and only a tiny fraction select to customize their cookies. Most users either reject all cookies or ignore the banner entirely.

#### Is anything trackable without consent?

Yes! If the user clicks on a *loyalty* or *rewards* offer that requires tracking in order to deliver the promised reward, you have the legal right to track that user journey. The user is expecting to get their reward (such as cash back), and you have to be able to track the actions to verify that the reward was earned.

Even though you have the right to track those reward clicks, they are not currently tracked by default. That’s where Consent Mode comes in. Consent Mode lets impact.com track unconsented rewards clicks and any resulting conversions, to credit those conversions to the appropriate partners. The partner, in turn, can then deliver the promised rewards to their users.

#### Why use Consent Mode?

Often, when a conversion is not tracked due to a lack of consent, the user complains to your partner, who submits an action inquiry with you and/or impact.com. It takes the support team's time and efforts to ultimately discover that the initial click was not tracked because the user did not provide consent, and that’s why the user never got paid or rewarded.

| Persona      | Without consent mode                                                                                        | With consent mode                                                                                    |
| ------------ | ----------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------- |
| **Brands**   | You are missing out on valid conversions and thus underreporting the value of your program.                 | You see higher conversion volumes in your impact.com program.                                        |
| **Partners** | End up not getting credit for all the conversions they drive and thus missing out on revenue.               | Make more money and get fewer support tickets & complaints.                                          |
| **Users**    | Are not consistently receiving their expected rewards after clicking a loyalty offer and making a purchase. | Have a better experience with loyalty/rewards sites, since they get their rewards more consistently. |

#### How does Consent Mode work?

Consent Mode gives partners a simple way to mark any given link as a *rewards link* (making it exempt from the normal consent requirements). When a partner adds `im_rewards=1` to their tracking link, impact.com knows to track that user journey, ignoring consent status.

**How can you or your partners start using Consent Mode?**

{% tabs %}
{% tab title="Brand" %}
You will need to make a slight change to your integration, which means you will need to get help from your integrations team to help with a JavaScript update. This [Integration Guide for Consent Mode](https://integrations.impact.com/integration-guides/for-brands/tracking-integrations/integrate-consent-mode-on-impact.com) will get them on the right track, and the impact.com technical support team can help where needed.
{% endtab %}

{% tab title="Partner" %}
The partner needs to append the `im_rewards=1` parameter to any tracking links that correspond to a loyalty or rewards offer. That parameter is only available to Loyalty/Cashback partners and tells impact.com that the link is a rewards link, thus exempt from the normal consent requirements and that the user journey should be tracked regardless of consent status.

Read more about [Implementing Tracking for Rewards Programs](/partner/what-would-you-like-to-learn-about/platform-features/tracking/tracking-links/link-parameters/implement-tracking-for-rewards-programs) as a partner.
{% endtab %}
{% endtabs %}

**Can you explain Consent Mode with a flowchart?**

Yes! Let's take the example of 1000 clicks. In GDPR countries and when consent is required, impact.com will track and attribute only the clicks for which the user provided consent. In this example, 40% of clicks don’t become attributable. In reality, this can be as high as 80-90%.

<div data-with-frame="true"><figure><img src="/files/xhHSQBAjaCJGQpnBl44e" alt=""><figcaption></figcaption></figure></div>

With Consent Mode, impact.com can categorize those 1000 clicks into three groups:

| Click group                    | Example                                                                                                                                                                                                                                                                                                                    |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Consented Clicks**           | Out of 1000 clicks, 500 are consented. These clicks yield 50 consented actions, all accurately tracked in impact.com's reporting. See the example diagram below.                                                                                                                                                           |
| **Unconsented Rewards Clicks** | <p>Rewards clicks are a distinct category because they represent a service requested by the user and don’t require consent for tracking.</p><p>200 clicks from rewards programs, translate into 20 rewards actions, also fully tracked with Consent Mode. See the example diagram below.</p>                               |
| **Unconsented Clicks**         | Here’s where it gets interesting. From 300 unconsented clicks, impact.com can model an additional 10 actions. Consent mode collects additional signals to allow impact.com to model these actions accurately. This soon-to-come modeling capability will provide even greater transparency. See the example diagram below. |

Thanks to Consent Mode, the reporting reflects 70 tracked actions from consented and rewards clicks. With the upcoming consent modeling feature, impact.com will begin modeling actions from unconsented clicks too. This will allow you to see how many valid actions were not tracked due to nonconsent.

<div data-with-frame="true"><figure><img src="/files/vpN1daHOAqIz4Y3DaE8Z" alt=""><figcaption></figcaption></figure></div>


# Exception Lists


# Create & Manage General Exception Lists

General lists let you group values associated with an attribute[^1] so you can affect payments for all of them at the same rate. For example, if you want to increase the payout by 10% for certain customer cities, add those cities to the same list, then reference the list in your [payout rules](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/payout-adjustments) instead of configuring a separate rule for each city.

```mermaid
flowchart LR
    subgraph Setup["Setup (one-time)"]
        A["Create list: Target Cities<br/>Event type: Online Sale"] --> B["Add values: Chicago, Austin, Seattle"]
        B --> C["Map to payout rule<br/>Customer City in list Target Cities"]
    end
    subgraph Payout["At payout time (per conversion)"]
        D["Conversion comes in<br/>Customer City = Austin"] --> E["Match found → 10% rate applied"]
    end
    C --> D

    style A fill:#EEEDFE,stroke:#534AB7,color:#26215C
    style B fill:#EEEDFE,stroke:#534AB7,color:#26215C
    style C fill:#EEEDFE,stroke:#534AB7,color:#26215C
    style D fill:#E1F5EE,stroke:#0F6E56,color:#04342C
    style E fill:#E1F5EE,stroke:#0F6E56,color:#04342C
```

## Create & map a general exception list

Creating a general list is a three-step flow: first, you define the list, add its values, then reference the list in a payout rule.

{% stepper %}
{% step %}

### Create the list

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Exception Lists*, select [**General**](https://app.impact.com/secure/advertiser/campaign/itemlist/view-generalitemlist-flow.ihtml).
3. Enter a name for the list in **List Name**.
4. Under **Associate Event Type**, select the event type to associate with the exception list.
5. Optionally, select **Show advanced settings** to set a match expression. Enter a regular expression to match specific patterns.
6. Select **Save and Add Items** to continue and add values to the list, **Save** to save the list without adding items yet, or **Cancel** to discard the list.

<div data-with-frame="true"><figure><img src="/files/mbSzuaZPisDPs3Rr1gcd" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Add values to the list

1. After you select **Save and Add Items**, the *\[List Name] : Add General Values* screen opens. Under *Add Value Items*, add values one of two ways:
   * **Enter values manually:** enter a *Value* and, optionally, a *Display Value*, then select **Add Item** to add another row.
   * **Upload a file:** under *Upload CSV or Excel File*, select **Choose file** and select a `.csv` or Excel file. Select **Show/hide file format details** to review the required file format.
2. Select **Save** to save the values, or **Cancel** to discard them.

<div data-with-frame="true"><figure><img src="/files/VODpl1ion4luQQREqGuG" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Reference a list in a payout rule

1. [Modify](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/modify-template-terms) or [create](/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/template-terms/create-template-terms) the template term where you want to use the general exception list.
2. Next to the payout modification, configure the payout rule by adding the attribute associated with the exception list, for example `Customer City`.
3. In the rule's operator dropdown menu, select `in list`, `not in list`, or `when present is not in list`, depending on which conversions you want the rule to affect.
   * `in list`: The rule applies when the attribute's value is found in the list you select.
   * `not in list`: The rule applies when the attribute's value is not found in the list you select.
   * `when present is not in list`: The rule applies only when the attribute has a value, and that value isn't found in the list you select. Use this if you want to leave conversions untouched when the attribute is missing entirely, rather than treating a missing value the same as one that doesn't match.

{% hint style="success" %}
**Note:** Date, money, and numeric attributes don't support `in list`, `not in list`, and `when present is not in list`.
{% endhint %}

4. In the text box, add the general exception list by typing the list's name.
5. Select **Add**.

<div data-with-frame="true"><figure><img src="/files/QnxIVWtmrKFRttnyyHBO" alt="" width="563"><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}

## Update, view, or remove a general list

{% hint style="success" %}
**Note:** When you update a general list, the payout rule referencing the list will use the updated version.
{% endhint %}

1. On the *General Exception Lists* screen, hover over the general list you want to update, then select ![](/files/j6hD5CP8ychvLSc5wyPm) **\[More]**.
2. Choose your action:
   * **Edit:** Update the list's name, associated event type, or match expression.
   * **Add Value:** Add more values to the list, either manually or by file upload.
   * **View Values:** View the list's current values without downloading it.
   * **Clear Values:** Remove all values currently in the list.
   * **Deactivate:** Stop the list from being available for use, without deleting it. When deactivated, the list's *status* will update to `Deactivated`.
     * You can either reactivate or delete the deactivated list.
   * **Download CSV:** Export the list's current values as a `.csv` file.

[^1]: The property of a conversion that a rule evaluates.


# Create Promo Code Exception Lists

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Promo code exception lists can be used to pay partners different rates based on promo codes associated with actions they drove. You can also create exception lists based on [item categories](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-category-and-sku-exception-lists) or [SKUs](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-sku-exception-lists).

{% hint style="warning" %}
SKU and promo code exception lists are not available in every impact.com edition. For example, Product-Led Growth (PLG) edition accounts do not include the **SKU** or **Promo Code** option under *Exception Lists*. If you do not see either option, you may need to upgrade your account. [Contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml).
{% endhint %}

#### Create a promo code exception list

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Exception Lists*, select [**Promo Code**](https://app.impact.com/secure/advertiser/campaign/itemlist/view-promocodeitemlist-flow.ihtml).
3. Select **Add New Promo Code Exception List**.
4. Fill out the following information:

   | Field Name               | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
   | ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | **List Name**            | Add a name for this list—this will only appear internally to you and other account members; partners will not see it.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
   | **Associate Event Type** | Select 1 or more event types to associate with this exception list.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
   | **Match Expression**     | <p><strong>\[Advanced & Optional]</strong> Enter a regular expression to match specific promo code patterns.<br>Use these articles to configure your regex:</p><ul><li><a href="/pages/2atZvv3N7jVIlqs9bknE"><strong>Regex Explained</strong></a><strong>:</strong> Understand the basic concepts.</li><li><a href="/pages/FrFQWcOFcYrkjgsNFLks"><strong>Regex Inside the Parentheses</strong></a><strong>:</strong> Learn how to extract a specific part of a code to match against your list.</li><li><a href="/pages/lPekayuKzP6e7GweL8dN"><strong>Regex Outside the Parentheses</strong></a><strong>:</strong> Learn how to match the full promo code against a pattern.</li></ul> |
5. Select **Save and Add Items** to continue.
6. You can add a **Promo Code** or you can **Upload a CSV or Excel file** with your promo codes.
   * See the *Promo Code exception list format* section below for help in building out your .CSV file.
7. Select **Save**.
   * You'll now see your new promo code exception list on the [Promo Code Exception Lists screen](https://app.impact.com/secure/advertiser/campaign/itemlist/view-promocodeitemlist-flow.ihtml).
   * If you do not see the **Promo Code** option or this screen, your edition may not include promo code exception lists.

<div data-with-frame="true"><figure><img src="/files/SUPIoHJAIircsGDNsGB5" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>Promo Code exception list format</summary>

Create a .CSV or .XLS/.XLSX file using the column name shown below:

```programlisting
Promo Code
INFL001
INFL002
INFL003
```

| Column     | Type   | Required | Description                                                                                                            |
| ---------- | ------ | -------- | ---------------------------------------------------------------------------------------------------------------------- |
| Promo Code | String | Yes      | <p>The value that is included in tracking conversion data.</p><p>• The values entered here are not case-sensitive.</p> |

<div data-with-frame="true"><figure><img src="/files/Sfv2Nr6pCXXv27ZvoXKO" alt=""><figcaption></figcaption></figure></div>

</details>


# Create Category Exception Lists

Create category exception lists to apply different payout rates by category.

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Category exception lists let you pay partners different rates based on the category associated with an action.

**When would I use this feature?**

* **Lead Gen:** Category-based payouts may be implemented for lead generation campaigns that wish to vary payouts according to demographics. For example, your business may have a higher lead conversion rate for customers from the United States as compared to other countries. You could then decide to assign a higher category payout to leads for customers in the US.

## Create a category exception list

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program* column, scroll to *Exception Lists* and select [**Category**](https://app.impact.com/secure/advertiser/campaign/itemlist/view-categoryitemlist-flow.ihtml).
3. In the upper right corner, select **Add New Category List**.
4. Fill out the following information:

   <table><thead><tr><th width="269.796875">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>List Name</strong></td><td>Add a name for this list—this will only appear internally to you and other account members; partners will not see it.</td></tr><tr><td><strong>Associate Event Type</strong></td><td>Select 1 or more event types to associate with this exception list.</td></tr><tr><td><strong>Match Expression</strong></td><td><strong>[Advanced &#x26; Optional]</strong> Enables the system to match a part of the category value via specifying a regular expression with 1 grouping. The value represented by the grouping will be matched against the category value in this list. If you have a use case for regex but are unsure how to configure it, <a href="https://app.impact.com/support/portal.ihtml?createTicket=true&#x26;">contact support</a>.</td></tr></tbody></table>
5. Select **Save and Add Items** to continue.
6. You can add **Categories** and optional **Display Values** using the fields in the UI, or you can **Upload a CSV or Excel file** with your categories.
7. Once you've added items or uploaded a file, select **Save** to complete the process. You'll now see your new category exception list on the *Category Lists* screen.

<div data-with-frame="true"><figure><img src="/files/ho250PDcLbitfwDPEtON" alt="" width="563"><figcaption></figcaption></figure></div>

## Category exception list format

Create a .CSV or .XLS/.XLSX file using the two column names below.

<table><thead><tr><th width="170.484375">Column</th><th width="169.7734375">Type</th><th width="169.9453125">Required</th><th>Description</th></tr></thead><tbody><tr><td>Category</td><td>String</td><td><strong>Yes</strong></td><td>The value that is included in tracking conversion data.</td></tr><tr><td>Display Value</td><td>String</td><td>No</td><td>Enter a display value if you want to show a different value in reporting. For example, if the Category value is some sort of computer generated value, then you might want to enter a display value to make it easier to understand in reporting.</td></tr></tbody></table>

**For example:**

```programlisting
Category, Display Value
NEW PRODUCTS, Latest Releases
```

Typically, payout rates are based on item categories; however, you can also set a payout rate for a specific item. You would need to create an item category for each item you want to have a specific payout. When you create template terms, you'll need to specify payout rates for each category list. All category names associated with a category list will have the same payout rate per the contract.


# Set Payout Rules for Category, SKU, or Promo Code Exception Lists

Once a category, SKU, or promo code exception list is active, you can add it to template terms under the **Payout Groups** option.

{% hint style="success" %}
**Payout logic:** If a payout group's condition is met, it will apply the payout change at the same level (order or item) as the template term's default payout. For example, if your default payout applies a payout at the item level, specific items will have their payouts changed if they fall into the category entered in that payout group.
{% endhint %}

#### Set payout rules for exception lists

{% hint style="warning" %}
SKU and promo code exception lists are not available in every impact.com edition. For example, Product-Led Growth (PLG) edition accounts do not include the **SKU** or **Promo Code** option under *Exception Lists*. If you do not see either option, you may need to upgrade your account. [Contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml).
{% endhint %}

1. From the left navigation menu, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage]** → **Contracts → Template Terms**.
2. Hover over the template terms to which you want to add the exception list, then select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]→ Modify Terms**.
   * If you want to create new template terms, select **Create Template Terms** in the upper right corner.
3. Next to *Payout Groups*, select ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]**, then select **Add New**.
4. From the first ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** next to *Rules*, select one of the following options:

   * List for Order Promo Code
   * List for Item Category
   * List for Item SKU

   If your edition does not include SKU or promo code exception lists, those rule options will not appear.
5. Continue the rule configuration by selecting **Is** as the operator and the value of the exception list item. The names of the lists will auto-populate based on what is already set up.
   * E.g. `List for Item Category` `is` `Apparel`
6. Set the **Payout** you want for items on the list.
7. Select **Add** to complete the process.

<div data-with-frame="true"><figure><img src="/files/qEcGT8EeUXUXB8I0ERJD" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="success" %}
**Note:** You can view and download these exception lists in the applicable template terms.
{% endhint %}


# Manage Your Exception Lists

After you create a [category](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-category-and-sku-exception-lists#create-a-category-exception-list), [SKU](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-sku-exception-lists), or [promo code](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-promo-code-exception-lists) exception list, you can perform additional actions like editing, viewing, and downloading the list.

{% hint style="warning" %}
SKU and promo code exception lists are not available in every impact.com edition. For example, Product-Led Growth (PLG) edition accounts do not include the **SKU** or **Promo Code** option under *Exception Lists*. If you do not see either option, you may need to upgrade your account. [Contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml).
{% endhint %}

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program* column, scroll to *Exception Lists* and select the exception list you want to manage.
   * Once on the exception list screen, you can switch between exception lists by selecting the available tabs, such as **Exception Lists (Category)**, **SKU Exception Lists**, or **Promo Code Exception Lists**.
3. Hover over the exception list you want to manage, then select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]**.
4. Choose one of the following actions based on the exception list type:
   * **Edit:** Change the exception list's *Name*, *Associated Event Type*, or *Match Expression*.
   * **Add Items/Promo Codes:** Add more items or promo codes directly, or upload a CSV or Excel file.
   * **View Items/Promo Codes:** View all the items or promo codes for a particular exception list.
   * **Clear Items/Promo Codes:** Remove all the items or promo codes from your exception list.
   * **Deactivate:** Deactivate your exception list. If you deactivate an exception list without removing it from your template terms, the exception list will still show in the template terms, but the payout rule won't apply to partners.
   * **Download CSV:** Download the exception list as a CSV file.


# Create SKU Exception Lists

Create SKU exception lists to apply different payout rates to specific products.

<a href="https://pxa.impact.com/student/activity/1117596?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=con-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

SKU exception lists let you pay partners different rates based on the SKU associated with an action.

{% hint style="warning" %}
SKU and promo code exception lists are not available in every impact.com edition. For example, Product-Led Growth (PLG) edition accounts do not include the **SKU** or **Promo Code** option under *Exception Lists*. If you do not see either option, you may need to upgrade your account. [Contact support](https://app.impact.com/secure/advertiser/support/customer-support-portal-flow.ihtml).
{% endhint %}

## Create a SKU exception list

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Program* column, scroll to *Exception Lists* and select [**SKU**](https://app.impact.com/secure/advertiser/campaign/itemlist/view-skuitemlist-flow.ihtml).
3. In the upper right corner, select **Add New SKU List**.
4. Fill out the following information:

   <table><thead><tr><th width="280.3046875">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>List Name</strong></td><td>Add a name for this list—this will only appear internally to you and other account members; partners will not see it.</td></tr><tr><td><strong>Associate Event Type</strong></td><td>Select 1 or more event types to associate with this exception list.</td></tr><tr><td><strong>Match Expression</strong></td><td><strong>[Advanced &#x26; Optional]</strong> Enables the system to match only on a part of the SKU value via specifying a regular expression with 1 grouping. The value represented by the grouping will be matched against the SKU value in this list. If you have a use case for regex but are unsure how to configure it, contact support.</td></tr></tbody></table>
5. Select **Save and Add Items** to continue.
6. You can add a **SKU** and optional **Display Values** using the fields in the UI, or you can **Upload a CSV or Excel file** with your SKUs.
7. Once you've added items or uploaded a file, select **Save** to complete the process. You'll now see your new SKU exception list on the *SKU Lists* screen.

## SKU exception list format

Create a .CSV or .XLS/.XLSX file using the column names below.

<table><thead><tr><th width="135.078125">Column</th><th width="91.89453125">Type</th><th width="115.15625">Required</th><th>Description</th></tr></thead><tbody><tr><td>SKU</td><td>String</td><td>Yes</td><td>The value that is included in tracking conversion data.</td></tr><tr><td>Display Value</td><td>String</td><td>No</td><td>Enter a display value if you want to show a different value in reporting. For example, if the Category value is some sort of computer-generated value, then you might want to enter a display value to make it easier to understand in reporting.</td></tr><tr><td>Active Start Date</td><td>Date</td><td>No</td><td>Gives you the ability to schedule this item. This is an ISO 8601 format. Example format: 2038-01-19T12:00:00-07:00</td></tr><tr><td>Active End Date</td><td>Date</td><td>Only if <em>Start Date</em> is provided</td><td><p>Gives you the ability to schedule this item. This is an ISO 8601 format. Example format: 2038-01-19T23:59:59-07:00</p><p>When setting end dates to SKUs, any SKUs that expire (passes the set end date) will not trigger any payouts stipulated in the contract. Be sure to remove expired SKUs to avoid payouts from not triggering as stipulated in your terms.</p><p><strong>Example</strong>: If you want to run a promotion for a limited time on selected SKUs, you can create a SKU exception list and schedule times for when the promotion is valid for on each related SKU. Then you can set a payout group to pay the different payouts on the various SKUs. If an order with a SKU on this list is tracked outside of the scheduled time, it will not trigger the promotional payout.</p></td></tr><tr><td>Timezone</td><td>String</td><td>No</td><td>Timezone is derived from the start date, but if you want to override it with a specific timezone, enter the full name here, e.g. "America/New_York"</td></tr></tbody></table>

**For example:**

```programlisting
SKU, Display Value, Active Start Date, Active End Date
12345ABC, Acme Bird Seed, 2038-01-19T12:00-07:00, 2038-01-20T23:00-07:00
```


# Profile & Branding


# Manage Your Marketplace Profile for Brands

<a href="https://pxa.impact.com/student/activity/2120798?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Your Marketplace Profile is the first impression potential partners will have of your brand. It’s not only how you communicate what your brand is about, but also the details of your program and the type of partners you’re looking to collaborate with. The brand marketplace is the place to get potential partners excited about working with you, so you should take great care with what you include here.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FzUaDpwl1Q9t1oDu1ex77%2FSetting_up_your_marketplace_profile.mp4?alt=media&token=62a36f74-d0c9-43d7-90ed-3d589173653a>" %}

#### Marketplace best practices

* **Be complete:** Fill out every field so there are no gaps in your image or program details.
* **Convey who you are:** Craft a succinct brand snapshot (“why we exist”) to give emotional context.
* **Define your ideal partners:** Specify audience demographics, content styles, and engagement thresholds.
* **Use keyword‑rich descriptions:** Include terms your target partners might search.
* **Keep your profile fresh:** Review and update it quarterly or whenever you launch a new product or campaign.

#### Manage your marketplace profile

You should ensure your marketplace profile looks and reads exactly how you want it to. The following steps will show you how to edit your marketplace profile.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *General*, select **Marketplace Profile**.
3. Complete each section of the profile. These sections will be visible on your profile card for partners to view:

{% hint style="info" %}
**Get discovered by the right partners:** Partners search the marketplace for brands that match their specific vision, such as `electronic brands on Amazon` or `clean beauty brands`. Fill out your *Marketplace Profile* completely to ensure you don't miss out on these searches. Learn more about Marketplace Search [here](https://help.impact.com/other/reference-documentation/marketplace-search-explained).
{% endhint %}

<details>

<summary>Program Information</summary>

| Program Information                                       | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| --------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Name                                                      | Enter the name of your program. This will be the name that appears wherever the program is referenced, like in reports.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Description                                               | Enter a more detailed description of your program. Partners can read this before applying to your brand. Maximum 250 characters.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| Logo                                                      | Select **Choose File** to upload a picture (e.g., company logo). This image will appear in the Brands Marketplace and *Program Overview* page. Maximum size of 300 x 150 pixels.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| Service Areas                                             | Select your service area(s) from the ![\[Drop-down menu\]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d6b35853a9aa1f1fe6bd66da29bd09fa.svg) **\[Drop-down menu]** to specify where you can provide goods and services to assist partners with consumer targeting.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| Primary Category                                          | Select the primary industry (or industries) from the ![\[Drop-down menu\]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d6b35853a9aa1f1fe6bd66da29bd09fa.svg) **\[Drop-down menu]** that best describe your products or services. Providing this information can help partners find your program faster.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Secondary Category (Optional)                             | Select another industry (or industries) from the ![\[Drop-down menu\]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d6b35853a9aa1f1fe6bd66da29bd09fa.svg) **\[Drop-down menu]** that best describes your products or services. Providing this information can help partners find your program faster.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Does your business offer any of the following? (Optional) | <p>Some partners are restricted in what they can promote. Select the <img src="https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-396370c2cdec89ba7d714c4c58e6845b.svg" alt="[Unchecked box]"> <strong>\[Unchecked boxes]</strong> below to find better matching partners:</p><ul><li>CBD</li><li>Vaping</li><li>Adult Content</li><li>Gambling</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| Partner Business Model                                    | <p>Describes how a partner generates revenue. Select the type of partners with whom you want to work.<br></p><p><strong>Business categories explained</strong><br><br><strong>Social Influencer</strong></p><p>As a creator, you have an audience that follows you for entertainment, education, and community, and they engage with social-native content that you produce. You may market products and services to this audience via social media platforms.</p><p><strong>Content/Reviews</strong></p><p>Partners focused on producing editorial content related to promoting, comparing and listing products and services.</p><p><strong>Loyalty/Rewards</strong></p><p>Partners who incentivize transactions from consumers, employees, or businesses through a membership and benefits reward program.</p><p><strong>Deal/Coupons</strong></p><p>Partners who aggregate and classify deals and promotions for consumer savings.</p><p><strong>Email/Newsletter</strong></p><p>Partners who have an audience that subscribes to their email or newsletter that brings together valuable content, discounts, and other information.</p><p><strong>Search/Comparison</strong></p><p>Search Engine, Social, or Programmatic marketers that manage keyword campaigns for brands, often on a performance basis.</p><p><strong>Network</strong></p><p>Partner platforms that broker access to brand campaigns and provide tracking, reporting, and payment services.</p><p><strong>Technology Solution</strong></p><p>Site-side shopping tools or services that drive conversion optimization for brands.</p><p><strong>Cross Audience Monetization</strong></p><p>Businesses that publish offers, content, and complementary products to current customers or audiences (e.g., exit traffic, improved UX) to drive incremental revenue.</p> |
| A partner is a great match if.... (Optional)              | Describe what you find makes a suitable partner. Maximum 100 characters.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Features you are offering (Optional)                      | <p>Choose which feature/s you offer as a brand by selecting the <img src="https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-396370c2cdec89ba7d714c4c58e6845b.svg" alt="[Unchecked box]"> <strong>\[Unchecked boxes]</strong>:</p><ul><li>Placement Opportunities</li><li>Send Free Products</li><li>Average Order Value</li><li>Work with Creators</li><li>Gift Card Payouts</li><li>Trademark Bidding</li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Search Keywords                                           | Create a Brands Marketplace SEO list. Separate keywords with commas. Do not include spaces. Maximum 145 characters.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |

</details>

<details>

<summary>Contacts</summary>

| Contact          | Description                                                                                                                                                                                                               |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Company Contacts | Select one of your account users to act as a [primary marketplace contact](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/who-is-my-primary-marketplace-contact). |
| Agency Contacts  | If an agency will manage this program and they will handle partner management, select an agency contact.                                                                                                                  |

</details>

<details>

<summary>Program Visibility</summary>

| Program Visibility | Description                                                                                                                                                                                                                                                                                                                                                         |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Show this profile  | Select ![](/files/pJsLBrBDVoHbzf2iiL1a) **\[Unchecked box]** to show your profile in the brand marketplace.                                                                                                                                                                                                                                                         |
| Servicing Agency   | <p>If an agency manages this program, you can publish their information in the Brands Marketplace. Learn how to <a href="/pages/U3VfFgN2FOucxIks2Q0m">invite agency users to your account</a>.</p><p>• Select the <img src="/files/pJsLBrBDVoHbzf2iiL1a" alt=""> <strong>\[Unchecked box]</strong> if want to display your servicing agency in the marketplace.</p> |

</details>

<details>

<summary>Program Resources</summary>

| Program Resources               | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Company Homepage                | Enter the link to your company's website landing page.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Example Landing Page (Optional) | Enter the link to a page that a consumer would land on if they clicked on an ad you provided to partners.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| Program Information (Optional)  | Enter the link to a page that gives potential partners more information about your program.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Social Accounts (Optional)      | <p>Optionally <img src="/files/OoA2qxPalfCYKZvmxuU6" alt=""> <strong>\[Toggle on]</strong> and select <img src="/files/Gl8lj5gLPbgSXGH8yWYa" alt=""> <strong>\[Add]</strong> to <strong>Add Another</strong> social account you want to share with partners.</p><p>Enter the link to any social profile you want potential partners to be able to view about your company or program.<br></p><p>• Facebook</p><p>• Twitter/X</p><p>• Instagram</p><p>• Pinterest</p><p>• LinkedIn</p><p>• Youtube</p><p>• Tiktok</p><p>• Twitch</p><p>• Facebook</p><p>• Twitter/X</p><p>• Instagram</p><p>• Pinterest</p><p>• LinkedIn</p><p>• Youtube</p><p>• Tiktok</p><p>• Twitch</p> |

</details>

<details>

<summary>Additional Information</summary>

* **Links (Optional):** ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** to add additional links you want to share with potential partners access.
  * Select ![](/files/Gl8lj5gLPbgSXGH8yWYa) **\[Add]** to **Add Another**.
* **PDF Files (Optional):** ![](/files/Gl8lj5gLPbgSXGH8yWYa) **\[Toggle on]** to add additional PDF files that can give potential partners more information. Maximum file size is 7MB.
  * Select ![](/files/Gl8lj5gLPbgSXGH8yWYa) **\[Add]** to **Add Another**.

</details>

4. Select **Save**.
   * Here’s a preview of what partners see when selecting and viewing your profile:<br>

     <div data-with-frame="true"><figure><img src="/files/i9sn2ekVxvj2Ce7Zxovh" alt="" width="563"><figcaption></figcaption></figure></div>


# Who Is My Primary Marketplace Contact?

In impact.com, the first account user to join your account will be designated as the Primary Marketplace Contact. This user will be listed as the person partners can contact about any questions regarding your program(s) and is the user who will receive messages from partners.

#### Find your primary marketplace contact

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the *Account* column, under the *General* section, select **Account Users**.
3. Under the *Joined* column, view when each account user joined the account.
   * The user who first joined the account is the account's Primary Marketplace Contact.

#### Change your primary marketplace contact

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. Below the *Program* section on the right, select **Marketplace Profile**.
3. Scroll to the **Contacts** section, and from the drop-down box, select the contacts for whom you want contact information listed.
   * Any contacts selected here can be contacted about any questions regarding your program(s) and are the users that will receive messages from partners.

     <div data-with-frame="true"><figure><img src="/files/f249E4F8jlHsMHNJn4oe" alt=""><figcaption></figcaption></figure></div>
4. Select **Save**.


# Customize Your Program Branding

<a href="https://pxa.impact.com/student/activity/1117599?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=eng-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

If you're managing multiple programs, you can set custom branding, manage the sign-up page, retrieve your partner sign-up link, and set some automated emails and messages associated with a specific program. You can also manage the [branding for your entire account](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/customize-your-impactcom-branding).

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FAKK7Xf7M9db99KE0NOtC%2FSetting_up_program_branding.mp4?alt=media&token=5ea589ef-00b0-4b07-9679-d94454437585>" %}

#### Toggle between programs

Before you manage your program branding, ensure that the correct program is selected.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. Next to *Program*, from the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]**, select the program for which you want to manage the branding.

   <div data-with-frame="true"><figure><img src="/files/rRxdvsYPPJgMI79Ovefl" alt="" width="563"><figcaption></figcaption></figure></div>

#### Manage the partner sign-up page

One of the first pages your direct partners will see is the sign-up page. You can manage the styling of this page to suit your brand identity.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Branding*, select **Partner Sign Up Page**.
3. [Customize your partner sign-up page](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/customize-the-partner-sign-up-page) as desired.
4. Apply the changes and select **Save**.

#### System Emails and UI Messages

Manage what the automated messages (e.g., welcome messages or rejection messages) associated with this program will say. These messages are unique to each program and need to be set up for each one.

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. On the right, under *Branding*, select **System Emails and UI Messages**.
3. Next to the setting you want to change, select ![](/files/tcQS14zAgxVROYiMl2xJ) **\[Edit]**.
   * See the sections below for a breakdown of these settings.
4. Apply the changes and select **Save**.

<details>

<summary>Email Branding</summary>

|                        |                                                                                                                                                                                                                                                                                                             |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**            | **Description**                                                                                                                                                                                                                                                                                             |
| Branded Email Settings | Select if you want to use [account branding settings](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/customize-your-impactcom-branding) or program-specific branding settings. For program-specific settings, use the color-pickers and fields to customize your emails. |
| Preview Branded Email  | Select **Open in new window** to see what the automated email for your program will look like.                                                                                                                                                                                                              |

</details>

<details>

<summary>Welcome Message</summary>

|                    |                                                                                                                                                                                                                                                                                                                                  |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**        | **Description**                                                                                                                                                                                                                                                                                                                  |
| Welcome Email      | <p>Select if you want to send an automated email to welcome partners after a partnership has been initiated.</p><p>Select if you want to support multiple languages. If you do, select for which language you want to enter email copy.</p><p>Select <strong>Preview</strong> to see what your welcome email will look like.</p> |
| Welcome UI Message | <p>Select if you want to send an automated welcome UI message once a partner has logged in.</p><p>Select if you want to support multiple languages. If you do, select for which language you want to enter message copy.</p><p>Enter a title and HTML code for the message copy.</p>                                             |

</details>

<details>

<summary>Sign Up Message</summary>

|                    |                                                                                                                                                                                                                                                                                                                                                                              |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**        | **Description**                                                                                                                                                                                                                                                                                                                                                              |
| Sign Up Email      | <p>Select if you want to send an automated email to acknowledge a partner's signup.</p><p>Select if you want to support multiple languages. If you do, select for which language you want to enter email copy.</p><p>Enter the email subject and the HTML code for the message copy.</p><p>Select <strong>Preview</strong> to see what your signup email will look like.</p> |
| Sign Up UI Message | <p>Select if you want to send an automated UI message to welcome partners after they log in.</p><p>Select if you want to support multiple languages. If you do, select for which language you want to enter message copy.</p><p>Enter a title and HTML code for the message copy.</p>                                                                                        |

</details>

<details>

<summary>Rejection Message</summary>

|                      |                                                                                                                                                                                                                                                                                                                                                                                                                         |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**          | **Description**                                                                                                                                                                                                                                                                                                                                                                                                         |
| Rejection Email      | <p>Select if you want to send impact.com's default rejection email or a program-specific rejection email.</p><p>For the program-specific email, select if you want to support multiple languages. If you do, select for which language you want to enter email copy.</p><p>Enter a subject and HTML code for the email copy.</p><p>Select <strong>Preview</strong> to see what your rejection email will look like.</p> |
| Rejection UI Message | <p>Select if you want to use impact.com's default rejection UI message or a program-specific rejection UI message.</p><p>For the program-specific message, select if you want to select multiple languages. If you do, select for which language you want to enter message copy.</p><p>Enter a title and HTML code for the message copy.</p>                                                                            |

</details>

<details>

<summary>Suspension Message</summary>

|                       |                                                                                                                                                                                                                                                                                                                                                                                                                           |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Setting**           | **Description**                                                                                                                                                                                                                                                                                                                                                                                                           |
| Suspension Email      | <p>Select if you want to send impact.com's default suspension email or a program-specific rejection email.</p><p>For the program-specific email, select if you want to support multiple languages. If you do, select for which language you want to enter email copy.</p><p>Enter a subject and HTML code for the email copy.</p><p>Select <strong>Preview</strong> to see what your suspension email will look like.</p> |
| Suspension UI Message | <p>Select if you want to use impact.com's default suspension UI message or a program-specific rejection UI message.</p><p>For the program-specific message, select if you want to select multiple languages. If you do, select for which language you want to enter message copy.</p><p>Enter a title and HTML code for the message copy.</p>                                                                             |

</details>


# Program Management


# Create a Program & Add Users

A program on impact.com serves as the framework for managing your partnerships, promotions, and campaigns. Follow the steps below to ensure your program is fully set up, accessible to the right users, and ready for success in the marketplace.

{% hint style="info" %}
**Tip:** If you're considering a new Creator or Advocate program, some Creator or Advocate features may already be included in your current subscription! See [Get Started with Included Creator & Advocate Features](/other/reference-documentation/get-started-with-included-creator-and-advocate-features) instead.
{% endhint %}

{% stepper %}
{% step %}

#### Step 1: Create a program

Add a new program to your account drop-down menu in the upper-left corner of your screen.

<div data-with-frame="true"><figure><img src="/files/emVBX3mpJXmlCSPj75Ju" alt="" width="375"><figcaption></figcaption></figure></div>

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under *General*, select [**Manage Programs**.](https://app.impact.com/secure/advertiser/accountSettings/view-campaigns-flow.ihtml)
3. Select **Create Program**.
4. Enter a descriptive *Program Name*.
5. Select the **Program Type** you want.
   * See the *Program types reference* below for more information on each program type.
6. Select **Get Started**.

   * You'll be redirected to a screen containing the onboarding checklist for that program.
   * If the program type doesn't support self-serve setup, you may instead see the option to book a meeting with impact.com to discuss the add-on.

   <div data-with-frame="true"><figure><img src="/files/7e9ETzEMfHEfwSmzpQfI" alt=""><figcaption></figcaption></figure></div>
7. Complete all the onboarding steps to finish your setup.
8. For Performance programs, you'll need to **Submit For Review** once your setup is complete.
   * This review allows impact.com's internal teams to evaluate your program setup before making you live in the marketplace.

<details>

<summary>Program types reference</summary>

| Program type | Description                                                                                                |
| ------------ | ---------------------------------------------------------------------------------------------------------- |
| Performance  | Partner with affiliate partners who drive clicks, leads, or sales for your brand from their own audiences. |
| Creator      | Collaborate with content creators to produce marketing content and boost audience engagement.              |
| Advocate     | Encourage authentic recommendations from satisfied customers to strengthen brand loyalty.                  |
| Seller       | Drive traffic and sales to your products listed on Amazon through affiliate partners or content creators.  |

</details>

{% hint style="warning" %}
**Important:** When you create a new program, only users in your access group will have access initially. To extend access beyond your group, you’ll need to update any pre-existing access groups as needed.
{% endhint %}
{% endstep %}

{% step %}

#### Step 2: Add account users

Once your program is created, you need to grant access to the appropriate account users. This involves setting up custom *User Roles* and *Access Groups* for your account.

If you already have these set up, update the relevant access groups to ensure the appropriate users can access the new program. For guidance, see [Manage User Access Groups](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-user-access-groups).

1. Create [Custom Roles](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/create-custom-user-roles) based on the types of user permissions you require.
2. Create [User Access Groups](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/create-a-user-access-group) to group together users who require the same permissions, and assign each group the appropriate *User Role*.
3. You are now ready to [Invite Account Users](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/invite-account-users).
   * See our article on [Understanding User Management](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand) for a full overview of the process.
     {% endstep %}

{% step %}

#### Step 3: Make your program productive

Once the right account users have access to your program, the next step is to complete the rest of your program setup checklist. Required steps include filling out your marketplace profile so partners can learn about your brand, setting up template terms to serve as a contract during signup, and ensuring your technical setup is correctly implemented for conversion tracking.

* **Complete your marketplace profile** so partners can easily see what your brand is about.
* **Set up template terms** to establish what partners can expect when joining your program.
* **Ensure your event types are correctly set up and tested** so partner-driven conversions appear as expected in your impact.com reporting.
* **Check out our program help doc flows** to get the most value from your program.
  {% endstep %}
  {% endstepper %}


# Manage Your Account Programs

A program on impact.com serves as the framework for managing your partnerships, promotions, and campaigns. Learn key administrative actions you can perform to manage your programs, like submitting a new program for review, canceling a program that's still in setup, or starting the process to deactivate or close a live program.

#### Access your program list

1. From the top navigation menu, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile] → Settings**.
2. In the left column, under ​*General*​​, select ​​[**Manage Programs**](https://app.impact.com/secure/advertiser/accountSettings/view-campaigns-flow.ihtml)​​​.
   * Here, you can see a list of all programs in your account. See the *Table reference* below for more information.

<div data-with-frame="true"><figure><img src="/files/rX9qHC624zmiyzJLGM1v" alt="" width="563"><figcaption></figcaption></figure></div>

<details>

<summary>Table reference</summary>

| Column                | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| ID                    | impact.com's unique identifier for your program. You can also select a program ​**ID**​​ to update the program's ​[marketplace profile](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/manage-your-marketplace-profile-for-brands)​.                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Name                  | The name you gave your program when [creating it](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/program-management/create-a-program-and-add-users).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Type                  | The type of program, e.g., Performance, Creator.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Status                | <p>The current lifecycle stage of the program:</p><ul><li><code>In Setup</code> <em>—</em> Being configured for go-live review</li><li><code>Setup Completed</code> — Ready for go-live review</li><li><code>Awaiting Review</code> <em>—</em> Submitted for go-live approval</li><li><code>Cancelled</code> <em>—</em> Setup or review has been stopped</li><li><code>Rejected</code> <em>—</em> Go-live request not approved</li><li><code>Active</code> <em>—</em> Live and operating normally</li><li><code>In Default</code> <em>—</em> Compliance obligations unmet</li><li><code>Deactivated</code> <em>—</em> Program permanently removed from active use</li><li><code>Closed</code> <em>—</em> Program fully shut down</li></ul> |
| Setup Completion Date | The date on which you finished configuring your program settings.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| Activation Date       | The date on which your program was approved and made active.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Hide in marketplace   | Whether your program is set to be hidden from the marketplace or not. Learn how to [change this setting](/brand/what-would-you-like-to-learn-about/account-administration/program-settings/profile-and-branding/manage-your-marketplace-profile-for-brands#program-visibility).                                                                                                                                                                                                                                                                                                                                                                                                                                                            |

</details>

#### Manage a program

1. Hover over the program you want to manage and select ![](/files/mQTDSmR70Q3Eybmgev6e)​​ &#x200B;**\[More]​​** to view your options.
   * The options you see here will differ based on the status of your program. The table below details what each option means and when that option becomes available:

<table><thead><tr><th width="249.453125">Option</th><th>Applicable program statuses</th><th>Description</th></tr></thead><tbody><tr><td>Deactivate</td><td><ul><li><code>Active</code></li><li><code>In Default</code></li></ul></td><td>Use this to remove a program from active use. Completing the deactivation process is permanent and <strong>cannot be undone</strong>.</td></tr><tr><td>Request Go Live</td><td><ul><li><code>In Setup</code></li><li><code>Setup Completed</code></li><li><code>Rejected</code></li><li><code>In Default</code></li></ul></td><td>Use when you're ready to submit a program for go-live review. Approved programs become active, while rejected programs return with feedback for updates. Learn more about how to <a href="/pages/9nkSzXppEmoH8Ay7i7da">set up a program</a>.</td></tr><tr><td>Cancel</td><td><ul><li><code>In Setup</code></li><li><code>Awaiting Review</code></li></ul></td><td>Use if you want to put a stop to the program setup or review request.</td></tr><tr><td>Close</td><td><ul><li><code>Active</code></li></ul></td><td>Use when all <a href="/pages/8BbP8qgSpborHsswKk3C">closure requirements</a> are complete and you want to fully shut down this program.</td></tr></tbody></table>


# Platform Features

Learn more about impact.com's standard platform features.


# Dashboard


# Brand Dashboard Widgets

The dashboard widgets on the [Home](https://app.impact.com/secure/advertiser/engage/aview.ihtml?t=u) screen provide an overview of your impact.com account as a brand.

{% hint style="danger" %}
**Important:** The brand dashboard widgets will only be populated with data if you have the required feature or add-on enabled in your account. If you want to be included in a feature, [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true&).
{% endhint %}

#### To Do List widget

The *To Do List* widget lists all your pending tasks that are ready to be actioned. This widget helps you keep track of pending tasks straight from the dashboard and ensures you complete all pending tasks. These tasks can be actioned by selecting the relevant buttons next to each listed item.

<div data-with-frame="true"><figure><img src="/files/US6R8Fx6apU9ruciKXUY" alt=""><figcaption></figcaption></figure></div>

#### Program Health widget

The *Program Health* widget shows your campaign trends over a period of time. It can be customized to show a range of different metrics.

<details>

<summary>Customize the Program Health widget</summary>

* Above the widget, select the date range to change the displayed data.
* Select **Show Compare** to apply a date range for comparison (e.g., *Previous Month*).
* Select **Edit** to modify the widget.
  * Use the first ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to select the metric you want to customize.
  * Select your preferred chart style (*Line Chart*, *Area Chart*, or *Bar Chart*) to visualize your data.
  * Select ![](/files/pJsLBrBDVoHbzf2iiL1a) **Enable monthly goals** to enter specific targets for each measure.
  * Use the ![](/files/3rNqLoZ4iOKjJkj3j21m) **\[Drag handles]** to reorder your metrics, or select ![](/files/Jx4D9jjHl4VeiQnkaIUv) **\[Remove]** to delete a measure.
* Select one of the metrics (*Clicks*, *Actions*, *Action Cost*, *Revenue*, *Total Cost*, *Conversion Rate*) to see the related performance metric appear in the chart.
* Hover over any peak or summit on the chart to see the total recorded amount of the selected metric for that day.

</details>

<div data-with-frame="true"><figure><img src="/files/CnSZ7k81CR71Npof8d3K" alt="" width="563"><figcaption></figcaption></figure></div>

#### Partners you'll love widget

The *Partners you'll love* widget shows a curated selection of potential partners that you can recruit. View essential partner details without leaving your dashboard, including:

* **Tier status:** Displays the [partner's size](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria).
* **Content categories:** Displays the partner's specific content expertise.

Select **Go to Discover** to access the [Partner Marketplace](/brand/what-would-you-like-to-learn-about/platform-features/find-partners-and-creators/look-for-specific-types-of-partners).

<div data-with-frame="true"><figure><img src="/files/KXjDxqcaQEOShWdeWO77" alt="" width="563"><figcaption></figcaption></figure></div>


# impact.com UI Tour for Brands

<a href="https://pxa.impact.com/student/activity/1099652?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=fund-lp-150&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Welcome to impact.com! Take a look around the brand user interface and learn more about where everything is.

<div data-with-frame="true"><figure><img src="/files/qrFbJSHAaCXoRiq8OaVs" alt="" width="563"><figcaption></figcaption></figure></div>

#### Interact with Performance

Use the Left Navigation Menu to move between screens, and use the Dashboard to work with the impact.com [dashboard widgets](/brand/what-would-you-like-to-learn-about/platform-features/dashboard/brand-dashboard-widgets).

|                      |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **UI Element**       | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| Account Menu         | Use the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to switch between your accounts and programs.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Product Switch       | <p>Choose which Performance product you want to interact with. The products represented by these icons, from top to bottom, are:</p><p><img src="/files/CDnwOBeIdds9r3Z6zTnO" alt=""> <strong>Engage</strong></p><p><img src="/files/ZxKsZVItTC74qmX9Lebs" alt=""> <strong>Discover</strong></p><p><img src="/files/K4Gtqq018HAe5pQTBnq6" alt=""> <strong>Optimize</strong></p><p><img src="/files/R8AxmtABBX7EqHjIMAwy" alt=""> <strong>Protect</strong></p><p><img src="/files/8JkVPHS0zWj9asiDGJef" alt=""><strong>Altitude</strong></p><p><img src="/files/Wc1Uzh8JrzaQfM6r7FY3" alt=""> <strong>Competitive Insights</strong></p><p>Not all icons may appear. The icons available to you may vary based on your specific product package.</p> |
| Left Navigation Menu | Use this menu to navigate through the various screens of the platform. Select a product icon to open the menu to that specific product's features.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| Dashboard            | You can interact with your *To Do List*, *Program Health*, and *Partners You'll Love* (if recommendations are available) widgets on the Main Screen. These widgets are useful to track your performance and priority tasks, allowing you to monitor metrics and act on growth opportunities.                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Search               | Search for a specific screen or partner using impact.com's Global Search tool.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| Notifications        | Stay informed about events happening in your account by accessing your [Notifications](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/notifications/manage-your-brand-notification-settings).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| Task Management      | <p>Create and assign tasks to other brand account users or partners, as well as review tasks assigned to you, from the <a href="/pages/dw7MGilo0UEDfd3nXhwO">Task Management</a> menu.</p><p>This option may not appear for you depending on your account level or type.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Advocate Referral    | Refer your network to impact.com and get rewarded!                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| Need Help?           | Get quick access to help and support. For further information see [Get Help & Support](/other/reference-documentation/get-help-and-support).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| Finance Menu         | Select the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to view your [*Finance Summary*](/brand/what-would-you-like-to-learn-about/platform-features/finance/finance-explained-for-brands) and access the Finance Menu.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| Profile              | View and edit your profile details, account and program settings, and sign out from impact.com here.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |


# Reach Out to Partners


# Messaging


# Send a Message to a Partner

<a href="https://pxa.impact.com/student/activity/1087847?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=eng-250&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

Use *Messages* to quickly and easily communicate with your joined partners. This is a good way to resolve issues and communicate about future events.

{% hint style="warning" %}
**Important:** Refer to the [Messaging Terms of Use](https://impact.com/terms-of-use-messaging/?_gl=1*j1tga9*_ga*MTI3MTM3MzE1Ni4xNjUyNjkzMjk1*_ga_MDF55NMH0F*MTY2MjAyMTAzMC4zODAuMS4xNjYyMDIxMjk1LjAuMC4w*_ga_MHKLSZ6DR4*MTY2MjAyMTAzMC4zNzcuMS4xNjYyMDIxMjk1LjAuMC4w) in your account profile window to ensure you stay within impact.com’s messaging guidelines.
{% endhint %}

**Messaging permissions**

* You will need the **Messaging** account user permission to message partners. This permission is standard to the *Community Manager* and *Account Administrator* user roles, and can also be set as part of [custom roles](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/understanding-user-management-as-a-brand).

#### Message partners

There are 2 ways you can message your partners:

<details>

<summary>Via your Partners screen</summary>

Learn how to [message prospective partners](/brand/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/contact-a-prospect) and build your partnerships.

1. From the left navigation bar, select ![](/files/CDnwOBeIdds9r3Z6zTnO) **\[Engage]** → **Partners** → **Partners**.
2. Hover your cursor over the partner you want to send a message to, then select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More]** → **Message**.
3. Enter the message you would like to send your partner.
   * Optionally, you can ![](/files/563FxImgZgGFGxcnnTHL) **\[Attach file]**. The following file types can be attached: CSV, PDF, JPEG, PNG, GIF.
   * All incoming and outgoing attachments are scanned for viruses.
4. Once you've enter your message and added your attachments, select **Send**.

   <div data-with-frame="true"><figure><img src="/files/OPyQpm3LkJD8eDawYpLw" alt="" width="245"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Via your Inbox</summary>

Messaging your partners can be easier directly from your *Inbox*.

Learn how to [manage your inbox as a brand](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/messaging/manage-your-inbox-as-a-brand) and how to filter by specific partner relationship statuses and more.

1. In the top navigation bar, select ![](/files/4FQe367rMj0WVYunCeBy) **\[Inbox]**.
2. In the search bar, find the partner you would like to message and select their name.
3. Enter the message you would like to send your partner.
   * Optionally, you can ![](/files/563FxImgZgGFGxcnnTHL) **\[Attach file]**. The following file types can be attached: CSV, PDF, JPEG, PNG, GIF.
   * All incoming and outgoing attachments are scanned for viruses.
4. Once you've entered your message and added your attachments, select **Send**.

   <div data-with-frame="true"><figure><img src="/files/WW3rEXspbynfFwHRnrzn" alt=""><figcaption></figcaption></figure></div>

</details>


# Filter Messages From High-Value Partners

impact.com allows you to set your message-related settings to keep your messages useful and relevant. You can set filters on your *Priority Inbox* to only receive notifications from high-value partners. You may also want to learn how to [set your business hours and away message](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/messaging/set-your-business-hours-and-away-message).

#### Set the partner size filter

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile]** → **Settings**.
2. In the *Program* column, under *General*, select **Messaging**.
3. At the top of the page, ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle]** on **Priority Inbox** and use the ![](/files/jA6jLZ1RleK5VI2zmvap) **\[Drop-down menu]** to apply a **Partner Size**.

   <div data-with-frame="true"><figure><img src="/files/8fse7xo9GrlDluSgpKxq" alt="" width="563"><figcaption></figcaption></figure></div>
4. Select **Save** at the bottom of the page to save your settings.


# Set Your Business Hours & Away Message

You can set in-app messaging business hours and an away message. When you do, any user who messages you outside of your business hours will automatically receive an away message. You may also want to learn how to [filter messages from high-value partners](/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/messaging/filter-messages-from-high-value-partners).

#### Set your business hours and away message

1. From the top navigation bar, select ![](/files/xS6bxmV4GXmCOUBUoAMq) **\[User profile]** → **Settings**
2. On the right, under *General*, select **Messaging**.
3. On the right of the page, ![](/files/OoA2qxPalfCYKZvmxuU6) **\[Toggle on]** to specify your *Business Hours*.
4. Select your time zone and business hours on the form.
5. Type your away message into the **Away Message** text area.
6. Select **Save** at the bottom of the page to save your settings.

   <div data-with-frame="true"><figure><img src="/files/cZi619O5a7pvTIEeVjbO" alt=""><figcaption></figcaption></figure></div>




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