Using Groups to Organise Advertisers

Create and manage custom groups to streamline opportunities, reports, and messaging.

What Are Groups?

Groups help you organise advertisers into collections that suit your needs. You might group advertisers by vertical, commission type, AOV, or your own campaign structure.

You can create:

  • Manual groups: Add specific advertisers manually

  • Automatic groups: Use filters to dynamically build and update a group in real time

Groups are helpful when you want to target specific advertisers in opportunites, send messages, or filter reports.


Where to Find Groups

  1. Go to Partners

  2. Click Groups


How to Create a New Group

Click + Add new in the top-right corner. Then name your group and select whether it’s manual or automatic.

1. Manual Groups

Best for static, curated advertiser lists.

  • Click + Add accounts using search to find advertisers by name or ID

  • Or choose + Add accounts in bulk by ID to paste advertiser IDs (one per line)

  • Preview your list and use the checkboxes to remove advertisers

  • Use the three-dot menu for actions like Send message or Remove from group

  • Click Save group

2. Automatic Groups

Best for larger or regularly updated lists.

  • Click Add filter to choose parameters like:

    • Conversion rate

    • Sales volume

    • Commission amount

    • Website vertical or type

  • Apply one or more filters to refine the group

  • Click Save group

Automatic groups update in real time based on your selected filters.


Managing Your Groups

From the Groups page, you can:

  • Sort groups by Name, Account Type, or Group Type

  • Use the three-dot menu next to each group to:

    • Edit group

    • Send message

    • Convert to manual group

    • Delete group


Why Use Groups?

Groups make it easier to:

  • Send targeted messages

  • Build placements for select advertisers

  • Filter performance reports more effectively