Affiliate Program Management: Software, How Tos, Company Advice

February 19, 2015

A Step-By-Step Guide to Adding Affiliate Creatives to CJ Affiliate

As I mentioned in my last article on adding creatives to ShareASale, having a nice selection for affiliates to use is essential and optimal. Allowing the affiliates to choose which banners or links to put up will allow them to market your products more effectively. Recently I have set up and launched a number of affiliate programs on CJ Affiliate By Conversant and I thought I would provide a step-by-step guide to uploading creatives to your program on CJ Affiliate.

Step 1 – Locate the Links tab on the Main Navigation Menu of the Merchant Interface.

Once logged in you will need to click on the “Links” tab to begin the process of uploading new creatives (banners/text links) or modifying current creatives.

Step 2 – Select “Add New Link”

Click on the “Add New Link” button, a drop down menu will appear and you will then choose which new link (or banner) you want to upload.

Step 3 – Select Text Link or Banner

As you can see in the image below you have a number of options as it pertains to creatives, but for the purpose of this tutorial we are going to focus our attention on text links and banners only. Depending on what type of creative you are uploading you will then make the appropriate selection, either text link or banner.

Step 4 – Uploading Text Links

You will want to give your link a name to differentiate it from others, as well as include the ad copy, a description, relevant keywords for affiliate to search with, a destination URL, and filling in the other fields shown in the image below. Make sure to include as much information about the link as possible in order to get full optimization with your affiliates.

Step 5 – Uploading Banners

Similar to uploading text links you will want to name the banner, provide a description, include a destination URL, search keywords, and most importantly upload the banner.

You will want to repeat the same process for each additional banner and text link. Unfortunately, CJ Affiliate does not have a mass banner/link option like ShareASale does, but it is still a straight forward process that is essential in daily affiliate program management. Whether you have an affiliate program on CJ Affiliate, ShareASale, or another network your creative inventory should be taken seriously and showcased in professional manner.

February 5, 2015

Adding Affiliate Creatives to ShareASale: Step-By-Step Guide

Having a good selection of creatives for your affiliates to use is important. Banner ads and text links are the two most common forms of creatives given to affiliates to market products/services. Designing them and making them affiliate friendly is one thing, but how do you make them available to affiliates? I will show you a step-by-step guide to uploading banners and text links in ShareASale.

Step 1 – Locating the My Creatives tab

After logging into to your ShareASale merchant account you want to locate the “My Creatives” tab on the top navigation.

Step 2 – Select Add Creative

You will need to hover your mouse over the “My Creatives” tab, it will provide a drop down menu. The drop down menu will show the various options like “Add Creative”, “View Creative Inventory”, “Post Coupon Deals”, etc. You want to click on “Add Creative”. You will then be directed to the page where you can start uploading your newly created banners/text links.

Step 3 – Uploading Banners

Whether you are uploading one banner or one hundred it is still a straight-forward process. ShareASale has made uploading banners extremely easy. Make sure that you are on the “Upload Banner” page and then you can either drag and drop the banner where it directs you or you can choose the file from your computer. If you want to upload multiple banners at once ShareASale has a “Mass Banner Upload” option that will save you time. Next, you will want to add the URL to where the banner will be linked, provide a name for the banner, assign a category, add alternative text (if applicable), and set the privacy option. The privacy option allows you to make the banner(s) public to all affiliates or to select affiliates of your choice. Once complete hit “Send to Us” and it will be ready for affiliates to use.

Step 4 – Uploading Text Links

This is a very similar process to uploading banners. Make sure you are on the “Upload a Text Link” page. There is a drop-down box to toggle between uploading banners and text links. First, add the URL where the text link is going to be directed to. In the square you want to put exactly what you want your text link to say (i.e. 50% Off Widgets). As with uploading banners you want to name the link, assign it a category and set your privacy settings (i.e. public to all affiliates or specific ones). Once all the details of the text link have been added click “Send to Us” and it will be available in your creative inventory.

Step 5 – Check Uploaded Banners/Text Links

Once you have uploaded all your banners and text links you should check to make sure they loaded properly. On the top navigation you want to click “My Creatives” and then “View Creative Inventory”. From there scroll down and you will see two tabs titled “Banners” and Text Links”. This will tell you how many banners and text links you have.

There you have it, a quick guide to uploading banners and text links in ShareASale. It is not difficult, but if you are not familiar with the interface it can be time consuming and tedious. Providing a thorough inventory of banners and text links is essential, therefore, knowing the most popular sizes to create is imperative. Want to know the most popular affiliate banner sizes? Check out my post on affiliate banner ads.

January 29, 2015

How to View and Download ShareASale Performance Reports

In last week’s post I showed you how to access and pull affiliate performance reports on CJ Affiliate By Conversant. This week’s post will be on the same topic, but explore reports on ShareASale. After reading this you will have an understanding of the three (3) types of reports to focus on and what they contain. So without further ado, a step by step guide (with images) on how to pull affiliate program and affiliate performance reports from ShareASale.

Step 1 – Hover over the Reports Tab

Once you login to your merchant account you will see a navigation bar with 5 tabs including: Reports, Affiliates, My Creatives, Tools, and My Account. To access the affiliate reports you need to hover your mouse over Reports. You will see many options, but the three reports we will focus on are 1. Weekly Progress 2. Affiliate Timespan 3. Banner Performance.

Step 2 – Click Weekly Progress

This report gives you a snapshot of the previous two (2) weeks performance broken down daily. You have the option to adjust the start date of the report, length of the report, number of weeks to display, and have it converted into a downloadable CSV file. However, I recommend opening the CSV files using Excel. Here is a post that shows you how to open a pipe-delimited file.

The contents of the report include: clicks, gross sales, number of sales, net sales, voids, commission, number of affiliates in program, and number of active affiliates.

Step 3 – Affiliate Timespan Report

You must hover over the Reports tab and click Affiliate Timespan. This report is similar to the weekly progress report except it provides each affiliate and the number of clicks and sales they generated for a specific time period. You can customize the report dates, target individual affiliates and download the entire report in a handy CSV file.

The contents of the report include: The affiliate ID and main URL, clicks generated, sales, commissions earned, EPC (Earnings Per 100 Clicks), and average order value.

Step 4 – Banner Performance Report

Again, hover your mouse over the Reports tab and select Banner Performance Report. This report gives you vital statistics on the performance of your creatives (banners and text links). You can customize the reporting period to view, view only specific kinds of creatives (i.e. banners) and download it in a CSV file.

The contents of the Banner Performance Report are: banner id (click on it and it will show you the exact banner/text link), type, the amount of sales it generated along with dollar amount.

As an affiliate manager that manages multiple accounts these reports touched upon are extremely important to review daily and weekly. They provide you current trends, top performing affiliates, and top performing creatives. They provide you all most of the information you will need to effectively manage your ShareASale affiliate program on a day-to-day basis.

January 22, 2015January 21, 2019

How to Access Performance Reports on CJ Affiliate Network

Reports are an extremely essential piece to effectively managing affiliate programs, but knowing what reports to review and how to find them is equally as important. At any given time you (merchant) should know how the affiliate program is performing and what affiliates are driving results. Each affiliate network’s interface is different in how the reports are generated and accessed. I will show you a step by step guide (with images) on how to pull affiliate program and affiliate performance reports from CJ Affiliate by Conversant.

Step 1 – Click the Report Tab

Once you are logged into your CJ Affiliate merchant account, click the Report tab at the top. It is the 5^th tab from the left.

Step 2 – Select the Performance Report

This is where you select the type of report to view/download. To review overall program statistics select “Program” and to review publisher (affiliate) statistics select “Publisher”.

Step 3 – Select Desired Date Range

You have a plethora of options here. There is a custom option if you want to pull data for specific dates/weeks as well as options for the current month, the last month (and up to the previous 6 months), the last 30 days, the current week, the day before, and the current day.

Step 4 – Create and Review the Chosen Reports

Once you have selected the report type (program or affiliate) and date range to analyze, click the “Run Report” button and the data you requested will populate below the fold.

Step 5 – Download Your Reports

To download your reports simply hit the “download” button and it will allow you to save it as a CSV file on your computer.

There you have it, a step-by-step guide to downloading affiliate program performance reports in CJ Affiliate. If you are a merchant, but do not have your affiliate program on CJ Affiliate don’t worry I will be doing guides for other networks in the coming weeks.

January 8, 2015

Tips For an Effective Affiliate Newsletter

Affiliate newsletters are an integral part of creating and maintaining solid relationships with affiliates. However, it isn’t unusual for merchants to miss some of the key ingredients of an effective newsletter. I have seen newsletters that include only new or upcoming deals or a brief announcement about the program, but what lack structure, personalization, and other important elements. Not that there is anything wrong with sending new deals to your affiliates, but it should be in a manner that catches their attention. Affiliates may get hundreds of newsletters a month, so making yours stand out is critical.

The goal of affiliate newsletters is to show your affiliates that you care about them and want them to succeed. By showing you care the chances the newsletter is successful is greater. Affiliates are busy professionals too and a newsletter should be personalized, helpful, and motivating. Here are the elements I include in newsletters to affiliates:

1. Introduction

Thank the affiliates for being aboard your program and then outline what the newsletter is going to include (deals, contests, new banners, etc.). This will let them know what to expect when reading it.

2. Promotions/Deals

This is the section where you want to inform your affiliates of any new promotions/deals that will be run during the next 30 days or so. Provide as much information about the deals as possible including any promo codes, expiration dates, and ready-made links to the deals that include the affiliates unique ID. Providing ready-made links with the affiliates ID embedded allows them to simply copy and paste instead of creating it themselves. If you cannot provide the ready-made links then you should provide them clear instructions on where they can locate them within the network interface (CJ, ShareASale, LinkShare, etc.).

3. Top Performing Creatives

Pick out your 5 top performing creatives (banners and/or text links) and include them in this section of the newsletter. As with the promotions/deals section you want to provide them with ready-made links so that the affiliate can simply copy and paste. Affiliates want to promote your products using creatives that convert, so provide it to them. They do not have access to the analytics data for each creative, so by providing it to them they know which ones are going to make them the most money.

4. Bonus Opportunities/Contests

This touches upon the motivating piece of affiliate newsletters. Providing affiliates additional ways to earn more money will keep them motivated and also push them to promote the product/service harder. Bonuses can be first sale bonuses (to inactive affiliates) or include a sales threshold to receive additional money (i.e. refer 10 sales in 30 days and receive a $50 bonus). Contests are also a fun way to get all your affiliates involved. By having cash prizes or highly sought after electronics (iPads) will help motivate your affiliate base.

5. Conclusion

Reiterate any important information and be sure to let your affiliates know that you are there for them at any time. In this section I include the email address I can be reached at and also my twitter handle so if so some reason I cannot be reached via email they can tweet me. Providing affiliates with as much contact information as possible is our (AM Navigator’s) rule of thumb.

To recap: affiliate newsletters should be personalized, helpful, and motivating. Your newsletter is one of many they receive and you must make it stand out among your competitors. Including the 5 above elements (not all 5 need to be included in each newsletter) into your newsletters will show the affiliates of your program that you care and want them to succeed.

January 1, 2015

5 Common Affiliate Banner Mistakes to Avoid

On December 19, 2014 I wrote a post that discussed affiliate banner ads, more specifically requirements, sizes, and examples of affiliate banners. With my first post of 2015 I would like to discuss 5 of the most common mistakes (I see) made when creating affiliate banners. The mistakes that are going to be discussed are ones seen most often when working with merchants and can be the difference for an affiliate to use a competitor’s banner ad.

Mistake # 1 – Poor Graphics

This one in particular can be the difference for an affiliate to market a competitor’s product. Graphics should be clear and not pixelated. Merchants should be sure that the version of the graphic they are using is high quality and looks good on the created banner.

Mistake # 2 – Font Unreadable

This is one mistake I see way too often. Why would you include text on a banner when it is not legible? Font that is either too small or blurry will do more harm than good, in fact it may hurt the conversion rate. If you want to include a tagline or some other text on banners that is fine, but including it on small banners (i.e. 88×31) is not recommended.

Mistake # 3 – Brand Not Included

How are the potential customers supposed know who the product is being marketed by? Including the brand should be a top priority and should never be omitted. In my time managing affiliate programs I have seen this mistake more than I would like to, so never forget to include your brand name/logo.

Mistake # 4 – No Call to Action

A clear call to action is a must for all affiliate banners. Do not assume that visitor knows to click the banner, so ASK them by including the appropriate call to action. Examples of calls to action include: Shop Now, Click Here, and Learn More.

Mistake # 5 – Missing a Border

This is by far the most common mistake I see when merchants create affiliate banners. The banners can include amazing graphics, a concise message, and a call to action, but are missing a small, yet important detail: a border.

Banners created with white or very light backgrounds get lost in the white backgrounds of affiliate sites. Be sure to include a 1 pixel line around the border of all affiliate banners to ensure your banners stand out.

If you avoid making the 5 common mistakes referenced you will have quality affiliate banners that affiliates will be proud to display on their sites. Affiliate banners are another marketing tool, so make sure they represent your brand in the way you want.

December 19, 2014

Affiliate Banner Ads: Requirements, Sizes, Examples

Banners are an integral part of any affiliate program, but in some instances merchants do not understand how important they really are. Banners and text links make up an affiliate programs creative inventory that affiliates used to promote merchants products or services. Affiliates use them in a variety of ways and require them in multiple sizes.

When we at AM Navigator either take over management of an existing affiliate program or start one from scratch banners are among the most popular issues/topics we discuss with clients. In a few instances I have seen banners not include a sales message or a call to action; so what is the visitor supposed to do? The key is to make the banners entice the visitor to click and buy. Many merchants are unsure of the protocol for creating affiliate banners, including the key elements to an effective affiliate banner and the sizes they should create. Examples of quality affiliates banners can be found by clicking here.

I will go over the 3 main elements an affiliate banner requires and provide a list of banner sizes (and quantities) that we recommended when running an affiliate program.

All affiliate banners require three elements:

1. Clear Visual Elements

2. Concise Message

3. Call to Action

Without the three above elements the banners will not be attractive to affiliates and they will not convert.

Affiliate banner size recommendations (with recommended quantities):

88×31 px button – 2-5
468×60 px – 2-5
125×125 px – 2-5
120×600 px – 2-5

160×600 px – 2-3
120×240 px – 2-3
234×60 px – 2-3
254×331 px – 2-3
728×90 px – 2-3
250×250 px – 2-3

720×300 px – 1-2
300×100 – 1-2
300×250 px – 1-2
180×150 – 1-2

The banner sizes above are broken into 3 groups based on demand from affiliates. Even though the list includes all the most popular sizes, affiliates may still have special requests for custom sizes, so you must be ready to create additional ones that may include different color schemes and images.

The 88×31 is by far the most popular size among affiliates because it can be used in different ways. It is the most popular with coupon/deal oriented affiliates. We recommend having at least 2 created in different styles.

Affiliate banner creation should be taken seriously and include the 3 elements outlined above and most of the sizes discussed. Without quality banners available to affiliates, the less likely they may be to promote your product/service. Next week I will discuss mistakes to avoid when creating affiliate banners.

December 10, 2014

How To Start an Affiliate Program on CJ Affiliate Network

On November 21st I wrote a post on setting up an affiliate program on ShareASale, now today I am going to walk you through setting up an affiliate program on CJ Affiliate By Conversant. Over my time managing affiliate programs I have seen the set-up process not complete or the merchant decided to shortcut the process. The set-up process should be done with careful precision to ensure you are presenting your affiliate program in the best possible light upon launch. The following guide will go step–by-step in setting up your CJ affiliate program. In total there are seven (7) steps that you must follow.

Step 1 – Technical/Tracking Implementation

Once the contract is signed it’s time to start getting your site ready to handle the affiliate traffic and sales. CJ will send you a tracking integration questionnaire to complete and once complete they will create and send you all the conversion tags needed for your site.

The next step in the technical/tracking implementation process is to install the conversion tags provided. You will need to tag all pages of your site and all conversion pages. Once tracking implementation is complete then you must test to ensure everything is working properly.

Testing the tacking pixel involves 4 test purchases:

Test # 1 is without a discount
Test # 2 is with a discount (both whole order and item level)
Test # 3 is with discount (whole order)
Test # 4 is with a discount (item level)

Once all four tests have been complete next step is to confirm tests worked, cookie information and site tagging are functional. Now you can move on to completing the program settings.

Step 2 – Program Settings

There are six pieces that need to be complete and they include:

Upload a logo (150×40)
Set up publisher accept/decline criteria

This is where you determine how you are going to manage affiliates that apply to your program. I recommend not auto-approving any affiliate, but manually reviewing each application. You can also add specific countries to the auto-decline and manually approve lists.

Enter Search Keywords

Add keywords related to your brand. This is what affiliates use to find programs to partner with

State Serviceable/Shipping Areas

Where do you ship your products to? What countries do you currently service?

Confirm category

CJ has a plethora of categories to choose, but make sure it is relevant to your business

Draft and upload Program Description

This should describe your company and the products/service being offered, the commission being offered, and any other details that affiliates will need to know prior to joining.

Step 3 – Branded Sign up Settings

This phase of the process involves three (3) aspects:

Introductory Message

This should be crafted in a similar way to your program description

Application Response

This should be a short message to affiliates once they apply to inform them that their application is under review and a decision will be made shortly on their status.

Header graphic should be added: Size should be 468×60

Step 4 – Program Terms

This is where you determine your program policies and search guidelines. This is important because the information loaded will tell affiliates the “rules” they must play by. Also included here is the commission to be paid out, cookie life, and any other terms that affiliate partners should be aware of.

Creating customized program terms is also an option here. For example, if you partner with an affiliate that you are going to pay a different commission rate to they must be on their own program terms and not included in the “default” terms.

Step 5 – Add New Links

This step is where you upload all your freshly created banners and text links. Use the “links” tab to upload banners and text links.

Step 6 – New Publisher Email

This is where you create the email that is sent to affiliates upon acceptance. It should include information on your company, products/services, paid search guidelines, links to creatives to get them started with, and most important, contact information.

Step 7 – Request Activation

Once the six steps above have been complete you can request your affiliate program to live.

You go to: Support Center>The Basics / Getting Started

Whether you are launching an affiliate program on ShareASale or CJ, there are steps that need to be carefully completed in order to successfully launch. Follow the above seven steps and you will have an affiliate program you can be proud of on CJ Affiliate By Conversant.

December 3, 2014

Key Affiliate Manager Responsibilities and Time Allocation

A good question came to me from a reader of my “Affiliate Program Management: An Hour a Day” book. He wrote:

Do you have any page in your book or in your blog where you elaborate on the necessary hours and manpower per task e.g. search, recruit affiliates etc.?

Having thought about it, I realized that even though I have talked about this in my conference presentations, I have never looked at things through this angle in anything that I have written to date. Hence, this blog post.

There are different tasks and activities that affiliate managers are involved in on a daily basis. I like to think of them as 5 pillars of affiliate program management: affiliate recruitment, activation, compliance policing, communication, and program optimization. More in this brief video of mine:

Now “what percentage of time should affiliate managers spend on each of their key responsibilities?” is a question that is worth a delve of its own.

With affiliate programs that AM Navigator manages, we spend between 30 and 60 hours a month on a program. I have done my math and here is how the rough spread of the time devoted to each affiliate program looks:

40% of time is spent on affiliate recruitment;
35% of time – on affiliate activation, education, and support of communication channel (both one-on-one and newsletters);
10% of time – on compliance policing and enforcement;
10% of time – on competitive intelligence and affiliate program optimization (based on what we learn from the intelligence as well as our own successes);
5% of time – on reports.

You may also learn more about the key affiliate program manager responsibilities in/through the following slidedeck (of my presentation at Affiliate Summit East 2014):

5 Foundational Pillars of Affiliate Program’s Success

November 21, 2014

How To Guide to Starting an Affiliate Program on ShareASale

You are ready to start an affiliate program and have decided to use ShareASale as your affiliate network, but now what? Setting up an affiliate program can be a daunting task, but let me show you a step-by-step approach to successfully set-up an affiliate program on ShareASale. In total there are 8 steps and I will describe what needs to be completed within each step.

Step 1 –Commission Rates and Program Description

This is where you determine your default commission rate per sale and/or lead. It can be entered as a percent or dollar amount (make sure the correct radio button is marked). If you are going to be doing a two-tiered commission structure this is also where you enter that information.

The program description should describe your product or service, the commission being offered and any other enticing details that will get affiliates to join. Along with the program description you should create your program agreement. This document will lay the ground rules for affiliates to follow while promoting your product/service. It should include SEM restrictions, coupon policy, and other restrictions affiliates should be aware of. Finally, make sure to add your logo here. It should be no larger than 300 pixels wide and 200 pixels high.

Step 2 – Administrative Options

This step is where you have the options to control the behaviors of your affiliate program. Tasks to be completed include:

Setting the auto-approve affiliate option -we recommend reviewing each application individually.

Reply email text – this is the message that gets sent to potential affiliates when they apply to your program. It generally includes a short message informing them that their application is being reviewed and decision will be made within 24 hours and if there are any questions to reach out.

Email notifications (when affiliates join your program) – not necessary, but you can select “yes” to make sure you are reviewing each application as they come in.

Low balance notification – we recommend getting notified, just in case!

Balance threshold notification – you get an email notification when your balance hits the threshold entered here.

Email when a sale/lead takes place – This is totally up to you, but it could just be filling up your inbox. You can see all new transactions upon logging into the main interface of your program.

Tracking Cookie – How long do you want the time to be between the original click through and the sale? 60 days is their default, but you can select whatever one makes sense for your business.

Step 3 – Choose a Program Category

In order for affiliates to find your program you need to select a category. There are almost 40 categories to choose from (they only let you choose 1), so make sure you select one that relates to your business. You also add keywords here for affiliates to use when searching through ShareASale for merchants to partner with.

Step 4 – Place Tracking Pixel

We are getting closer to launch now. This is the most important step of the process because the pixel you will be installing on your site will be tracking all affiliate activity and will be the tracking mechanism for your program (clicks, sales, etc.). We recommend having a person with an IT background install to ensure it is done properly.

Step 5 – Testing the System

Once the tracking pixel is installed you must make sure it is working properly. What happens here is you do a test purchase to make sure the pixel is firing when necessary and all the information is being collected by ShareASale. The transaction completed will be voided before the program goes live.

Step 6 – Funding the Account

General rule of thumb here is to deposit a minimum of $100 to start. Once the program is live you can set up the auto deposit feature (highly recommended) and deposit more money if you desire to cover sales that may come in initially.

Step 7 – Upload Creatives

In this case “creatives” mean your banners and text links. Depending on how many banners you have created there is an option for a mass upload as opposed to doing it one by one. If you are not sure what banners to include check out this article that will provide more clarity.

Step 8 – Request Activation

This is final step. Once steps 1 -7 are complete you can request your affiliate program go live to ShareASale. Once activation is requested it may take 24-48 hours to go live. ShareASale checks everything again on their end to ensure you are 100% ready to start running an affiliate program

There you have it, a guide to starting an affiliate program on ShareASale. Follow the steps carefully and you will have a live affiliate program. Now it is time to start recruiting and making money.