How to create groups

This guide teaches affiliates how to create groups of advertisers in the dashboard.

What are groups? 

As the name suggests, groups are a collection of advertisers curated by the affiliate based on their requirements. These groups can be manually curated or automatically created from a set of parameters (automatic groups are dynamically updated in real-time) chosen by the affiliate. 

 

How to create groups

Groups can be found and created in Marketplace > Groups. Any existing groups will be listed and can be sorted by clicking on any of these column names: Name, Account Type or Group Type

To create a new group, click on the Add new icon at the top right-hand side which will lead into the New group section. First, affiliates must name the group and select the group type, whether it will be manual (best for a non-dynamic, small list of advertisers) or automatic (best for a large and dynamic list of advertisers).  

If manual is selected, affiliates can click the + Add accounts button to start populating their group and click OK when ready to add the advertisers to the group. Affiliates can preview the group and click on the boxes on the left of the advertiser names to remove selected. Clicking on the three vertical dots icon on the right-hand side will allow affiliates to either Send message or Remove from group. Once finalised and happy with the group, click Save group on the left-hand side. 

If automatic is selected, the filter function will appear underneath and can select Add filter. Affiliates can then choose from a number of parameters along with its respective required fields. Once finished, click Done which will add the filter and return to the preview of the group. Multiple filters can be added to the group to create a more bespoke listing. Once finalised and happy with the group, click Save group on the left-hand side. 

Clicking on the three vertical dots icon on the right-hand side will allow affiliates to either Edit, Send message, Convert to manual group or Delete.

 

Groups can also be used to an advantage when creating custom reports, creating placements and sending messages.