Note: Below is an article providing an overview of the offer creation feature on Permate. However, to create an offer that suits the needs of the Brand, Permate will always have Supporter to support the Brand in setting up the offer from A-Z.

Follow these straightforward steps to set up a new Offer on Permate:

Step 1: You have two convenient options to access the Offer Creation Feature and start creating a new Offer:

• Method 1: Hover over the Offer menu bar on your screen and select +Create New Offer from the dropdown menu options.
• Method 2: Click the Offer button located in the menu bar on the left side of the screen and select the +New Offer button to begin.

Step 2: Fill in the Required information:

When setting up a new Offer, you need to complete five key sections. Here’s a breakdown of what you’ll need to provide:

1. General:

Provide essential details about your campaign for defining the scope and goals of your Offer, including the Offer name, Preview URL, Status,….

2. Event:

Include conversion points, commission information, payout models for conversions, and other relevant details. The Event section helps in setting up how and when you’ll reward Affiliate Partners for successful Offer.

⚠️Note: Our Account Managers (AMs) will work with you and help you with filling in the remaining three section Tracking, Targeting and Creative to refine targeting parameters and ensure you have the right media assets for your campaign.

3. Tracking:

Configure tracking settings to track your Campaign’s performance, includes setting up tracking links to ensure accurate reporting of conversions and sales.

4. Targeting:

Provide information on your target audience

5. Creative:

Upload any necessary media materials for your Offer. 

Need Assistance?

Permate’s Account Managers are here to assist you throughout the process. They will provide support to ensure that your Offer is set up correctly and optimally, thereby helping you avoid common pitfalls and maximizing your campaign’s effectiveness.

Creating a successful Campaign on Permate is straightforward with the right guidance. Since not all Offers are created the same way. By following these steps and leveraging the support available, you can launch a compelling Offer that resonates with your Partners and increase Brand’s performances.

The post How to Create a New Offer for Your Brand on Permate appeared first on permate.com.

This guide will walk you through the steps to create a new offer similar to an existing one on Permate, ensuring you can capitalize on proven performance with minimal effort.

Step 1: Navigate to the Offer Management section from the left-side Offer menu bar within your Permate dashboard.

Step 2: Identify and select the Offer Name you wish to duplicate from the Offer dashboard.

Step 3: On the Offer Details page, click on the Create Similar button located in the top right corner to create a copied version.

Step 4: The system will automatically duplicate all essential information from the selected offer. 

⚠️ Note: Only mandatory fields will be copied, indicated by an red asterisk (*). The new offer’s name will mirror the original, with (Copy) appended at the end of its name.

After creating a similar offer, you can continue with your tracking settings or change any elements of your offer before pressing Create.

By following these straightforward steps, you can efficiently replicate successful offers on Permate. This will help you leverage existing performance data to drive continued success in your campaigns.

The post Creating a Similar Offer from an Existing One on Permate appeared first on permate.com.

This article will help you learn more about Offer Group and how to create and customize your Offer Group on Permate:

1. What is an Offer Group?

When a Brand has many offers with the same characteristics such as using the same creative materials, all have the same list of cooperation Partners,…. Brands can group offers with the same criteria for easy management on Permate.

2. How to create an Offer Group on Permate

Step 1: From the Offer menu bar on the left side of the screen, select Offer Group.

Step 2: Select the + New Offer Group button.

Step 3: Fill in the following fields:

• Name*: the name you want to give to the Campaign Group
• Status*: is the Active or Inactive status of the Group
• Internal notes: notes you want to send to the Campaign Team
• Offer Selection*: select the offers you want to group together
  • Permate will display available offers and to search for a specific offer, please enter the offer name in the search bar.
  • You can also manage selections by choosing Select All or Clear all available offers.
  • You can add a maximum of 10 offers.

⚠️ Note: Fields marked with (*) are mandatory. Ensure all required fields are filled for successful Offer Group creation.

Step 4: Select Create once completed.

Explore the flexibility and efficiency of Offer Groups on Permate to enhance your campaign management capabilities

The post How to create an Offer Group on Permate? appeared first on permate.com.

Here’s a step-by-step guide on how brands can upload these assets on Permate for optimal affiliate marketing impact:

Step 1: Navigate to the Campaign section from the menu bar on the left side of your screen. Choose Creative Management.

Step 2: Click on the +New Creative button.

Step 3: Fill in the required details:

• Creative Name: Provide a descriptive name related to the offer or content of the material for clarity.
• Offer Selection:
  • Choose the campaigns where this communication material will be used for promotions. You can search for specific offers by typing their name in the search bar. 
  • You can also manage selections by choosing Select All or Clear all available offers.
• Type: Select the format of the Creative you are uploading. Currently, Permate supports the following format:
  • Archive
  • Email
  • Image
  • Link
  • Text
  • Video
  • HTML Ads
  • HTML Banner
• Based on the creative type you’ve selected, download compatible files with the required format displayed on your screen.

⚠️Note: Ensure all fields marked with a red asterisk * are filled out to successfully upload Creative to Permate. These fields are mandatory information.

Step 4: Click on Create after filling out the above information.

The post How to Upload Creative on Permate: A Guide for Brands appeared first on permate.com.

Here’s an example of the Question Set interface that a brand has created for Partners:

Follow these steps to create one:

Step 1: Navigate to the Campaign section in the menu bar on the left side of your Permate dashboard. Select Offer Questionnaire.

Step 2: Click the + Questionnaire button to start creating a new questionnaire.

Step 3: Fill in the required details:

• Name of Questionnaire*: Give your questionnaire a clear and descriptive name related to the offer or its content.
• Add Introductory Message: Activate by toggling the horizontal bar to blue and craft a message to introduce the questionnaire to partners.
• Offer Selection:
  • Choose the campaigns where this questionnaire will be used. Use the search bar to find specific offers if needed. 
  • You can also manage selections by choosing Select All or Clear all available offers.

• Questions*:

1. Enter each question you want partners to answer.
2. Select the question type, including: text answer, multiple choice, checkboxes and File upload.
3. Provide instructions or examples for the partner’s response.
4. Enable questions by adjusting the horizontal bar.
5. Use the plus sign to add new questions.
6. Duplicate questions using the Copy icon if needed.
7. Remove questions with the trash icon.
8. Arrange questions in the desired order by dragging and dropping them.

⚠️ Note: 

• Ensure all required fields marked with (*) are filled out to successfully create your questionnaire on Permate. These fields are mandatory information.
• Each Question Set can include up to 20 questions.

Step 4: Preview Questionnaire to review its appearance and content from the partner’s perspective. This avoids any potential errors and helps ensure clear communication of information.

Step 5: Click Create to finalize and save your questionnaire settings.

The post How to Create a Partner Cooperation Questionnaire on Permate? appeared first on permate.com.

How to Create a Discount Program on Permate

Note: Below is a general guide to the promotional program creation feature on Permate. However, to ensure campaigns are set up correctly and align with your brand’s needs, Permate always provides staff support to assist you in setting up your campaign from A to Z.

Follow these simple steps to set up a new promotional program on Permate:

Step 1: Access the Offer feature and select the Discount Program option in the submenu. Click on Discount Program in the menu bar on the left side of the screen.

Step 2: On the Discount Program screen, click the (+ Program) button.

Step 3: After clicking the Create Discount Program button, the New Discount Program dialog box will appear. In the General Information tab, fill in all the required fields:

• Discount Name: Enter the name of the discount program you want to create.
• Status: This is the status of the program. Select “Active” if you want the program to be active immediately after creation.
• Thumbnail: Upload a representative image for your discount program.
• Description: Provide details about the discount program.
• Campaign: Choose the campaign you want this discount program to apply to.

Click the Next button to proceed to Step 4.

Step 4: In theAccess Method tab, select the desired methods for your discount program:

• Wall promotion: This is a form where Permate creates advertisement cards for your partners to use on their websites or they can get promotional codes to promote products. With this form, brands prioritize promoting and pushing products into the market, rather than focusing on collecting potential customer information for future follow-up activities.

• Form submission: This method is used when a brand needs to collect potential customer information. Permate creates ad cards for partners to place on their websites, allowing the brand to gather customer details. If you choose this method, you will need to fill in several fields to collect information (email, phone number, address, etc.).

• Direct promotion: Create promo codes in the form of QR codes or barcodes to be used at stores or supermarkets… Applicable for offline programs at specific stores or locations.

• Page promotion: Permate will create a dedicated promotional program advertising page for your brand, helping you run campaigns more effectively and gather better data.

Click the next button to proceed to step 5.

Step 5: In the Promo Code tab, select the display type and enter your list of promotional codes.

Choose the status:

• Active: This is the default status for the promotional code set you will enter below in the Promo Code section.
• Inactive: If you select this option, all codes in the promotional code set will be set to inactive, even if there are still available uses for the coupon codes. This option is typically used when the brand no longer wants to continue or has temporarily paused the promotion due to its product development policy.

Display Options: Public and Private

• Public: You will allow your Partners participating in the Campaign to see all promo codes. After selecting this option, the next step is to enter the discount codes for the discount program below.
• Private: You will allow only the Partners you assign to use the codes when participating in the Campaign. Partners who are not assigned will not see the promotional codes (Partners who join the Campaign without being assigned will not see the codes).
• In the Partners section, there are two options: Multiple Partners and Exclusive Partner.
  • Multiple Partners: You can select multiple Partners from the list below. This list will depend on the Campaign you choose in Step 3.
  • Exclusive Partner: You can only select one Partner from the list. Only this designated Partner will see the discount code.

Next, enter or upload your list of discount codes and click the “Save” button to complete the creation of the Discount program. If you have too many discount codes to enter, it’s recommended to click the Upload button. We provide a template for uploading to make the process easier for you.

Alternatively, you can click the (+) button on the right to enter each discount code line by line.

Finally, after entering all the discount codes, click the Save button. Your promotional program will be successfully created. Wishing you a successful Discount campaign!

Do You Need Help from Permate?

Permate’s AM (Account Managers) are always ready to assist you throughout the process. They will help you create an accurate and optimized promotional program, avoiding common mistakes and maximizing the effectiveness of your campaign.

Brands can easily create a successful promotional program on Permate with the right guidance. Not all promotional programs are created the same. By following the steps above and taking advantage of the available support, you can create a high-quality promotional program that attracts partnering affiliates and enhances your brand’s campaign effectiveness.

The post How to Create a Discount Program on Permate appeared first on permate.com.