This ultimate guide aims to walk partners through some of the key functions of the impact.com platform. Learn how to navigate your dashboard, adjust your account settings, work with brands, and much more.
Ebook
The partner’s ultimate guide
to getting started on impact.com
Contents
1
Welcome to impact.com
2
Navigating your dashboard
3
Adjusting your account settings
4
Setting up your financial information
5
Finding and working with brands
6
Managing ads and links
7
Optimizing your program with reports
8
Tracking your earnings
9
Getting the support you need
10
Enter a world of possibilities
Welcome to impact.com CHAPTER 1
As a partner, you likely have a thriving publishing business that’s sought after by partnering brands. But what if you could do more with less effort? The impact.com platform helps achieve your goals by connecting you with top global brands, streamlining partner communication, and automating workflows. Build deeper relationships with brands and your audience.
In this quick beginner’s guide, we’ll show you how to:
Get started on impact.com
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Make money on the platform
Derive the most benefit from the product
Start your tour and see the full potential of your content creation business come to life.
CHAPTER 2
Navigating your dashboard Your impact.com dashboard is the hub of your account. From this view, you can see some of the most important information at-a-glance. Let’s take a tour of each dashboard module.
Balances
The balances section provides an overview of your account’s financial state.
You can find the following information:
Today’s earnings: Earned funds for the current day. Total pending: Earned funds that aren’t due yet. Balance: Earnings available for withdrawal to your bank.
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Navigating your dashboard
Snapshot
Snapshot gives you the chance to see your high-level performance over time. See your performance during a specific period by adjusting the date range of the graph.
Navigating your dashboard
Create a link
Create a Link allows you to generate tracking links to promote a brand. You can access this any time via the link icon. Select the program you’d like to generate a link for, enter a landing page (or leave it blank to send traffic to the program’s default page), and click on the blue pencil icon to enter your vanity link. Once you’re done, click Create to produce your unique tracking link. Good to know: You can create up to 5,000 vanity links. ✨
Navigating your dashboard
Find new brands to promote
Find New Brands to Promote pulls in recommended brand campaign listings from the impact.com Marketplace based on your account details. From this view, you can find new programs that are relevant to you and apply directly.
Navigating your dashboard
Proposed contract updates
Proposed Contact Updates lists any contract changes a brand may suggest. If you see a proposal, click on the campaign name, review it, and approve, decline, or counter the offer.
Navigating your dashboard
Notifications
To access your account notifications, click on the bell icon. You’ll receive notifications about significant changes to your account, such as contract changes, payments, etc. Good to know: Edit your notification settings by clicking the cog icon in the notifications panel. ✨
Navigating your dashboard
CHAPTER 3
Adjusting your account settings To get the most value from impact.com, fine-tune your account settings and set yourself up for success. Let’s explore the primary ways to tailor your account to your needs.
Accessing your account settings
Access your account settings menu by clicking on the cloud icon, then selecting Settings .
Adjusting your account settings
Settings page
Settings serves as a hub for customizing your account.
You can alter many settings, but let’s explore your capabilities in the most important sections: General and Technical .
Adjusting your account settings
General settings
Under General , you can update your information, adjust user access to the account, refine your impact.com Marketplace listing, and more. Let’s take a closer look at some of the most important general settings available.
Adjusting your account settings
Invite a user
Invite a User serves as mission control for user permissions. Invite, edit permissions, and remove users with access to your account. You can also adjust the sub-rights available for each user (e.g., a user can view account financials but not edit the settings). This allows you to calibrate your team’s access based on their role.
Adjusting your account settings / General Settings
Account user authentication
Account User Authentication allows you to set security rules at the account level. Make your account as secure as you need, such as requiring users to change their password periodically.
Adjusting your account settings / General Settings
Marketplace profile
Marketplace Profile builds your public listing on the impact.com Marketplace. Add your business model and other details, such as a logo, description, and keywords, so brands can find you. Complete this information immediately to make your account more attractive to brands in the Marketplace.
Adjusting your account settings / General Settings
Media properties
Add the different media properties you own to your Marketplace listing under Media Properties . Having verified media properties on your profile makes brands more confident in working with you. To add a media property, click on Create a Media Property . Select the type of property you want to add from the dropdown. From there,
you’ll go through a simple verification process (where available).
Adjusting your account settings / General Settings
Technical settings
Add information to help the platform run smoothly under Technical . Click on Data Feeds , API, or Event Notifications to access these settings.
Adjusting your account settings
Data feeds
Data Feeds allows you to receive data from the platform, such as actions and promotions, without logging in. The options include Daily Action Feed and Daily Promotional Ad Feed .
Adjusting your account settings / Technical settings
Daily action feed
Daily Action Feed can create a feed that notifies you of new actions or updates to existing actions. Schedule a list of actions to be sent to you via FTP or email at a set frequency.
Adjusting your account settings / Technical settings / Data Feed
Daily promotional ad feed
Daily Promotional Ad Feed can enable a feed that notifies you of newly added promotional ads, like discounts, free shipping, and coupons. Good to know: The products on this feed often have hp irgohme ro tci oo nn vs ef rosri oan l irma tiet es .d Btri amned, s cur es autai nl l gy ao fsf ee nr st eh eosfe urgency that encourages audiences to purchase. ✨
Adjusting your account settings / Technical settings / Data Feed
API access
You may want to use impact.com’s APIs to run reports, pull ads, download product catalogs, view contracts, and more. Before making API calls, enable API access on your account.
Start by clicking on API Access .
When you hit Enable API Access , your API credentials appear on the screen.
Tinipte:gIrfantieoendse.imd,pyaocut.ccoamn .access our API documentation on
Adjusting your account settings / Technical settings
Event postback notifications
Set up postbacks to receive real-time notifications whenever actions you drive are reported, modified, or reversed. Postbacks update third-party systems in real-time via HTTP server calls. If you’ve set up an event notification and a trigger event occurs — like a brand modifying an action you drove — impact.com sends a postback to your provided URL. Start by clicking on Event Notifications. Under Event Postback Notifications , set up real-time notifications when actions are tracked, reversed, or modified.
Good to know: Notifications may be delayed up to 15 minutes after an action is generated.
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Adjusting your account settings / Technical settings
Global notifications
To receive updates for all events within the campaign, set up global postback notifications. Insert your postback URL under Action Life Cycle Events in the URL field. Click Show/hide optional parameters to view parameters supported by the impact.com platform.
Adjusting your account settings / Technical settings
Campaign notifications
To set up event notifications at a campaign level, navigate to My Brands by clicking Brands > My Brands in the top navigation. From there, click on the brand campaign you want notifications for. In the campaign widget, click on More > Tracking integration to go to that campaign’s postback settings page.
Adjusting your account settings / Technical settings
Once you reach Postback Settings, you can set event-level notifications. First, select the action you want to track in the dropdown. Then insert your postback URL in the URL field. Click Show/hide optional parameters to view parameters supported by the impact.com platform.
Adjusting your account settings / Technical settings
Product feed
Click on the Products tab if you work with a brand that has product catalogs. Under Product Feeds , set up the file format for your product catalog downloads.
Adjusting your account settings / Technical settings
To view and download a product catalog, click on Content > Product Catalogs .
Download the file via browser (if the file is smaller than 20MB)
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Download the file via FTP
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Apply for access to API documentation
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Adjusting your account settings / Technical settings
Change language settings
The impact.com platform is available in a variety of languages. To change language settings, navigate to the profile icon, then click Edit Profile .
Adjusting your account settings / Technical settings
Under User Settings , click on Language Locale and select your chosen language.
Adjusting your account settings / Technical settings
Setting up two-factor authentication
Two-factor authentication (2FA) is required for all users because it greatly reduces your security risk. You need to verify your mobile phone number against your impact.com settings. If you use a separate mobile authenticator app, you still need to add your phone number to your settings to access your account. Set up 2FA by clicking the profile icon, then Edit Settings .
Adjusting your account settings / Technical settings
From there, add the phone number you’ll use to verify your account. Good to know: 2FA doesn’t permit shared logins. Ethaecihr otewanmcmreedmenbteiarlsw. ho uses the platform needs ✨
Adjusting your account settings / Technical settings
CHAPTER 4
Setting up your financial information Ultimately, you invest in brand partnerships to increase revenue for your business. Ensure your financial information is entered into the platform correctly so you can get paid.
Entering your bank account information
To access your banking information, navigate to the settings page, then select Bank Account under Finance .
Setting up your financial information
USD
Payment method
GBP
MXN
To make sure you can withdraw and deposit funds, enter your banking information under Payment Method on the Bank Account page. Paypal is only available as a withdrawal method for certain currencies.
ILS
EUR
NOK
AUD
DKK
CAD
Good to know: You select your preferred currency wa fht eernt hy oe ua cs ci gonuunpt ifsocr riema pt eadc.t .Icf oymo u. Ynoeue dc atno’ tc hc ha na ng eg e i t your currency type, reach out to support.
SEK
NZD
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PHP
SGD
HKD
PayPal Currencies
Setting up your financial information / Entering your bank account information
Autopay settings
Under Autopay , choose to get paid either:
When your available balance hits a certain threshold
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● O n a fixed day of the month (1st or 15th) Remember: Your balance must be at least $10 to withdraw for either method. ✨
Setting up your financial information / Entering your bank account information
Entering your tax information
If you partner with a brand based in the US or select USD as your currency, you need to submit an electronic tax document. Enter your tax information carefully to ensure you’re getting paid properly. To provide your tax information, navigate to the settings page, then select Tax Documents under Finance .
Setting up your financial information
Providing the correct documents
When you reach Electronic Tax Documents , select the document you plan to upload.
Remember: To ensure you submit the correct icnafno romf faetri oand, vci coen taabcot uat CyPoAu ro sr pt ea cx i pcr osfi et us saitoi onna .l w h o fi
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Here’s a guideline to help determine which document is suitable for you:
Submit a W9 form if you’re an individual or LLC residing in the US and doing business with US companies.
Submit a W8-BEN form if you’re an individual residing outside of the US and are doing business with US companies.
Submit a W8-BEN-E form if you’re an entity residing outside of the US and are doing business with US companies.
Setting up your financial information
Finding and working with brands CHAPTER 5 impact.com doesn’t just help manage your current brand partnerships — it helps you forge new ones, too. With the impact.com Marketplace, you can access thousands of potential partnerships. The Marketplace makes it simple to apply to public-facing campaigns with top brands. Sign up to impact.com Marketplace in one of two ways:
● Through a brand: If you sign up for impact.com
directly with a brand, you can enroll in the Marketplace once your account is live.
● Directly: You can also sign up for the impact.com Marketplace through the impact.com website.
Accessing the Marketplace
Once you’re signed up and approved in the Marketplace, find and apply to brand campaigns. New brands join all the time, so check the Marketplace regularly to find partnerships that could be a good fit. To access the Marketplace, go to Brands > Find Brands .
Finding and working with brands
Finding brands to partner with
Once in the Marketplace, use the search bar to find brands that interest you. Search for brands by name or keyword and use filters to refine your search. You can also search for brands based on the different categories in the left navigation bar.
Finding and working with brands
Learning about brand campaigns
To find out more about a brand’s campaign, click on the brand logo to see the full Marketplace listing. The listing gives you useful details like:
Commission amount
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Campaign description
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Funding status
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Click on the email icon beside the brand campaign name to contact a brand directly.
Finding and working with brands
Applying to a brand campaign and contract terms To apply to join a brand’s campaign,
click Apply . The campaign’s contract terms will appear.
The contract terms show you:
Which actions you’ll be paid for
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How much you’ll be paid
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When you’ll be paid
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Finding and working with brands
Before applying to any campaign or accepting a campaign proposal, ensure that you understand the contract terms. If you wish to negotiate the terms, message the brand directly from the Marketplace listing.
Finding and working with brands
Managing ads and links CHAPTER 6
One of the key benefits of impact.com is that the platform makes it easy for publishers and brands to seamlessly exchange assets and affiliate links. See some essential tools that will help make affiliate marketing easier for you.
How to access your ad and tracking information To access tools for grabbing ads and generating tracking links, navigate to Content > Assets .
Managing ads and links
Assets page
On Assets , you can see all available ads for your advertisers. Using the filters on the left, you can sort them by many different criteria, including:
Brand
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Last updated date
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Deal type
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Managing ads and links
Getting ad codes
To get the ad code and tracking link for an ad, hover your mouse over an ad and select View Details . A window will appear displaying all of the ad specs, including the ad code.
Managing ads and links / Assets page
Getting tracking links
You can obtain a tracking link by going to Tracking Link > Copy Tracking Link . This will automatically copy the link to your device’s clipboard.
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Managing ads and links / Assets page
Generating sub IDs and shared IDs
You can append unique ID parameters to your ads for reporting purposes.
There are two types of parameters:
Sub ID: Commonly used to distinguish traffic derived from multiple sources such as home pages, newsletters, mobile apps, or social media. These are only visible to you Shared ID: Accomplishes the same goal as the Sub ID but is used when you want to share information with the advertiser. These are visible to both you and the brand
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If you want to append a sub or share ID to your tracking links, toggle Tracking Parameters . Enter the values you want to attach to the link in the fields provided, then click Save .
The tracking link will automatically update to include the ID. Click Copy Tracking Link to obtain a new link with the parameters.
Managing ads and links / Assets page / Getting tracking links
Managing vanity links
To modify or delete any vanity links you’ve created with the link generator, go to Content > Manage Vanity Links.
Managing ads and links
Optimizing your program with reports CHAPTER 7 impact.com offers uniquely granular reporting so you can optimize partnerships with brands that generate the highest returns. Let’s explore how you can dig into your performance to replicate success, efficiently allocate your resources, and win more opportunities.
Accessing your reports
Access reports from your dashboard by clicking on Reports > All Reports .
Optimizing your program with reports
Customizing your reports dropdown
You can add more reports to the reports dropdown for easy access. Find the report you want to add on the All Reports page and select Add to Reports Dropdown . Some of our most popular reports include:
Advanced Action Listing
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Performance by Brand
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Action Listing with Cat/SKU
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Performance by Sub ID
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Optimizing your program with reports
Performance reports
All reports under Performance show performance by ad, campaign, category/SKU, day, and more. These reports track aggregate performance for a given period.
Optimizing your program with reports
Listing reports
Under Listing , you can see conversion level data for a given period. These are the most granular reports available and can be used to look up details of a specific conversion. Action listing reports only show basic conversion data, while advanced action listing reports show every data point available for a given conversion.
Optimizing your program with reports
Report filters
Filtering reports allows you to customize your data points according to your needs. Standard filters include the option to focus on a specific date range, advertiser, sub or shared ID, ad, and more.
Optimizing your program with reports
Show filter
The show filter injects even more data into your reports, depending on the level of granularity needed. Click Show and select the filters you want from the dropdown.
Optimizing your program with reports / Report filters
Report columns
Under Advanced Action Listing , you can analyze individual actions differently depending on your needs. Let’s explore a few categories that may be useful to you.
Optimizing your program with reports
Action ID
Action ID shows the unique ID assigned to every conversion. Clicking on an individual ID link brings up additional details about the conversion.
Optimizing your program with reports / Report columns
Status
Status displays the payment status of each conversion.
If your status is:
Pending : These conversions have yet to lock or be paid Approved : These conversions have been locked and will be paid when they clear. Remember: Wondering when actions will be locked or paid? Check your contract.
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Optimizing your program with reports / Report columns
Action earnings
Action Earnings displays the commission you earned for that particular conversion. This is dictated by your contract.
Optimizing your program with reports / Report columns
Sub IDs and shared ID
If you attach unique reference IDs to your campaigns, you can find them listed for each conversion. Analyzing the ID attached to conversions allows you to optimize your marketing and uncover the methods driving efficiencies. Good to know: You can enable a Performance by Shared ID report to see aggregated ID performance. ✨
Optimizing your program with reports / Report columns
Tracking your earnings CHAPTER 7
It’s time to see the fruit of your labor. After all, you want to get paid for your efforts. The impact.com platform helps you track your income and process brand payments — with no middleman to take a slice of your payouts.
Accessing your earnings information
Access your financial information by clicking on your available balance, then selecting Earnings History .
Tracking your earnings
Earnings history page
Earnings History shows your total earnings for each month, the amount that has already been paid, and the amount still pending. In addition to filtering by month, you can filter by brand using the toggle at the top of the report.
Tracking your earnings
Monthly detail
Click on a row under Earnings History to see a slide over with more detailed information, such as when you can expect payment for pending earnings.
Tracking your earnings / Earnings history page
Getting the support you need CHAPTER 9
The impact.com platform offers many valuable tools for publishers, but sometimes you might need help finding or using them. Luckily, you can find different forms of support across the platform suited to your goals and learning style.
Guide and help centers
For assistance, click the question mark icon to open the support menu. From this menu, you can find multiple forms of support:
Guide center: In-app guides that walk you through specific platform workflows or features. Tickets: Log your query with the support team to collaborate with a product expert to resolve your problem. Help docs: A comprehensive library of articles to find information about the platform.
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Getting the support you need
Resetting your password
To reset your password, click Forgot Password or Username? on the login page. Enter the email associated with your user account. You’ll receive instructions via email on how to reset your password. Entering incorrect details three times locks your account. Once locked, you need to contact impact.com to validate your identity. Click Contact Support to receive assistance from the support team.
Getting the support you need
Enter a world of possibilities CHAPTER 9
Though you’ve seen some of impact.com’s critical features for partners, this only covers some of the platform’s capabilities. When you join the impact.com platform, you enter a world of possibilities. You take control of managing your relationships with enterprise partners and monetizing your audience. By supporting and automating every stage of successful partnerships, impact.com enables you earn more revenue and scale efficiently. With the help of impact.com, what could be on the horizon for your content business?
About impact.com impact.com, the leading global partnership management platform, has been transforming the way enterprises discover and manage all types of partnerships — including affiliates, influencers, commerce content publishers, B2B, and more — since its founding in 2008. Its powerful, purpose-built platform helps businesses, including brands, publishers and agencies, to build authentic, enduring and rewarding relationships with both publishers and consumers. By providing visibility across the entire consumer journey they are able to aggregate, orchestrate and optimize the total value of the entire mix of partnerships with ease and transparency, driving growth and creating new value for consumers. To learn more about how impact.com’s technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as
Visit www.impact.com
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