Mass Adjustment - Adjust Price
This article will cover the following:
- Where to access the mass adjustment tool
- Step by step walkthrough of how to adjust price using the mass adjustment tool
Accessing the tool
To access the Mass Adjustment tool hover over either the main Affiliate or Advertiser tab > from the drop down select Mass Adjustment
Step 1 - Mass Adjustment Type
Step 2 - Mass Price Adjustment
In step 2 you enter the criteria for the conversion that you wish to update, Ie. date range, affiliate, campaign, sub affiliate, creative, where affiliate is and where advertiser is fields.
When on this step:\L
Where affiliate is and where advertiser is, drop downs are to identify the payment of conversions. In this example the affiliate and advertiser are both paid and we are going to adjust the price.
When enabled the change price paid check box will expand the "New Price Paid Per Lead", here you can input the New pay out per conversion.
When enabled the Change Price Received check box will expand the "New Price Received Per Lead", here you can input the New Price Received Per conversion.
- The Mark as Returned to Affiliate drop down will mark these conversion as returned in reporting. Be sure to setup your Return settings when using the Return feature. Setup> Settings> LeadGen Settings> Rejects and Returns
At Step 3 there is a field called Effective Date which we will take the opportunity to describe in more depth now.
The Effective Date allows you to apply your adjustments to a specific time for Accounting Purposes. it is important to take note of how you will be implementing the Effective Date as this has direct impact on your Accounting.
Today: This will apply the adjustment being made to today's date. Be mindful that if "today" is not in the same billing period as the original conversion date, any Revenue or Cost being adjusted will not affect this bill. Consequently, it will affect the current billing cycle.
Conversion Date: This will apply the adjustment to the original date the Conversion(s) occurred and will apply to the bill associated to the date the Conversion(s) occurred in.
Custom: This allows you to choose a custom date when the adjustments occur. You can not adjust conversions to a date before the original conversion event or in the future.