Changing an Affiliate's Tier

This article will provide the following:

- High-level overview of the Change Campaign wizard that automatically opens when changing an affiliate's tier

- Related settings

What the Change Campaign Tier wizard does

This wizard appears every time you change the tier an affiliate is associated to. The goal of the wizard is to decide whether to update all existing campaign payouts to the new tier default payout.

Changing an Affiliate's Tier

The affiliate's tier can be accessed and edited in the Info tab of the Affiliate card which is located in the Home tab.  It will state a specific Tier or "Default Affiliate Tier" which references the default selected in Setup > Other Lists.

To change the affiliate's tier, choose a different tier than what the affiliate has currently from the drop down and click save.

The Change Campaign Tiers wizard

The Change Campaign Tiers wizard

The wizard defines the affiliate and the tier the affiliate is reassigned to. The following boxes determine which campaigns will be modified to the new default tier payout.

If no boxes are checked, CAKE will change all campaigns to the default payout of the new tier.

Ignore Payout Mismatch

Ignore Payout Mismatch

Checking the ignore payout mismatch box will update all campaigns except any where the current payout does not match the default payout of the old tier. Meaning, if they already had a custom payout different from the default for their tier, then keep the custom payout.

You can use the custom payout report to research which campaigns currently meet this condition.

Ignore Tier Mismatch

Ignore Tier Mismatch

Checking the ignore tier mismatch box will update all campaigns except any where the tier associated to current campaign does not match the previous tier of the affiliate. If the existing campaign was associated to an offer contract with a different tier, it will not be changed.

Ignore Currency Mismatch

Ignore Currency Mismatch

These next two do not apply if you do not have multiple currencies enabled.

Checking the ignore currency mismatch box will update all campaigns except any where the currency of the campaign is different than the currency of the offer. Checking this box will dynamically remove the check box below it.

Convert Currency Mismatch

Convert Currency Mismatch

Checking the convert currency mismatch box will update the payout of all campaigns that currently have a currency different than the currency of the offer but the updated payout will reflect the new tier's default payout converted according to the exchange rate you have set up in your system.

NOT checking this box will update the payout for all campaigns to reflect the default payout of the new tier but in the currency of the offer.

Verifying the wizard

Verifying the wizard

The last step reviews all the choices selected for review. Click Next to verify that the information in the wizard reflects the update you wish to do. If everything looks correct, click Finish to execute the wizard.

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