Edit Multiple Campaigns Wizard

This article will provide the following:

- Where to access the Edit Multiple Campaigns Wizard

- How to use the Edit Multiple Campaigns wizard

Accessing the Edit Multiple Campaigns Wizard

Accessing the Edit Multiple Campaigns Wizard

On some occasions, you have a need to create multiple campaigns all at once, and CAKE has a tool that allows you to do so.

To access this wizard, user the Affiliate hover menu:

  1. Hover over the Affiliates main tab
  2. Hover over Campaigns which will open a new side-menu
  3. Click on Edit Multiple Campaigns

Edit Multiple Campaign Wizard (Step 1)

Edit Multiple Campaign Wizard (Step 1)

The first step of the wizard is allows you to filter the campaigns you wish to edit.

1. Affiliate related filters

Tier: Filter campaigns tied to affiliates in the selected affiliate tier. All Tiers will include all Affiliates.\L

Affiliate Tag: Filter campaigns tied to affiliates with the selected tag. All affiliate tags will include all affiliates.\L \

Affiliate: Filters campaigns tied to the selected affiliate.

2. Offer related filters

Advertiser: Filters campaigns tied to offers under the selected advertiser.

Offer Tag: Filters campaigns tied to offers with the selected tag.  All offer tags will include all offers.\L

Offer: Filters campaigns tied to the selected offer.

Please be aware that If all drop downs remain at the default, CAKE will assume you want to edit every campaign in your system.

Edit Multiple Campaign Wizard (Step 2)

Edit Multiple Campaign Wizard (Step 2)

The second step of the wizard allows you to select additional items that will narrow down which campaigns will be changed.

Currency: Selecting a specific currency will narrow down the campaigns to only those that match the selected currency.  

Media Type: Selecting a specific media type will narrow down the campaigns to only those that match the selected media type.  

Original: This allows you to filter the campaigns to either original campaigns, non original campaigns or both original and non original campaigns.

The next three drop downs can be referenced in the Custom Payout Report.  The wizard is asking if you would like to update campaigns where there is a:

Payout Mismatch

  • Yes: Selecting yes will only update campaigns where the campaign payout does not match the default payout for the offer contract the campaign is tied to.
  • No: Selecting no will only update campaigns where the campaign payout matches the default payout for the offer contract the campaign is tied to.
  • Both: Selecting both will update all campaigns.\L

Tier Mismatch

  • Yes: Selecting yes will only update campaigns where the campaign tier is not a match to the tier the affiliate is in.
  • No: Selecting no will only update campaigns where the campaign tier is a match to the tier the affiliate is in.
  • Both: Selecting both will update all campaigns.\L

Currency Mismatch

  • Yes: Selecting yes will only update campaigns where the currency on the campaign does not match the currency of the offer.  
  • No: Selecting no will only update campaigns where the currency of the campaign matches the currency of the offer.
  • Both: Selecting both will update all campaigns.

Edit Multiple Campaign Wizard (Step 3)

Edit Multiple Campaign Wizard (Step 3)

This step is to define the CHANGES. Using the default fields will change nothing on the campaigns being edited.

Pay For Leads: (Yes/No)  By default, campaigns have pay for leads enabled.  Changing this to no will mark all future conversions to the selected campaigns to $0.00 and the affiliate will not see record of these conversions.

Status: (Active/Inactive/Pending) This drop down allows you to change the status of the selected campaigns.

Price: This text field allows you to update the price paid (payout) to the affiliate.  The price that you type in will update all campaigns selected.

Notes: This allows you to type in a note that will be available on every campaign selected.

Edit Multiple Campaigns (Step 4)

Edit Multiple Campaigns (Step 4)

Step 4 allows you to preview everything you have selected throughout the wizard.

If all information looks correct click Finish to finalize the edit.

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