A Guide to the Mass Adjustment Tool

This article will cover:

What Is The Mass Adjustment Tool

The Mass Adjustment tool allows you to add, remove, or adjust conversions/events for advertisers, affiliates or sub affiliates under a single offer and select time period.

How To Access The Mass Adjustment Tool

To access the Mass Adjustment tool, follow these steps:

• Click the Action Menu (three vertical dots in the top right corner of your screen)
• Click Mass Adjustment

How To Add Conversions/Events

Once the Mass Adjust card is launched, you can add conversions/events by following these steps:

1. Click the Adjustment Type dropdown
2. Click Add Conversions/Events
3. Click Next
4. Input a Date
5. Choose an Affiliate
6. Choose an Offer or leave set as Any to see all Campaigns in the next step
7. Choose a Campaign
8. Choose an Event or leave blank to insert conversions under the default conversion/install event
9. Type the ID of a SubAffiliate or leave set as [Empty]
   1. Click Add button if SubAffiliate ID entered above does not already exist
10. Choose a Creative
11. Optional - Choose a Disposition Type & Disposition or leave blank to skip
12. Input the number of conversion/events you want added
13. Add the Price Paid per conversion/event as needed
14. Add the Price Received per conversion/event as needed
15. Add Notes 
16. Click Next
17. Review a summary of the adjustment and click Finish to apply

How To Remove Conversion/Events

To remove conversions/events, follow these steps:

1. Click the Adjustment Type dropdown
2. Click Remove Conversions/Events
3. Click Next
4. Input Start Time & End Time
5. Choose an Affiliate
6. Choose an Offer or leave set as Any to see all Campaigns in the next step
7. Choose a Campaign
8. Choose a conversion filter option from the Adjustment Type dropdown
9. Type the ID of a SubAffiliate or leave set as [Empty]
   1. Click Add button if SubAffiliate ID entered above does not already exist
10. Choose a Creative
11. Optional - Choose a Disposition Type & Disposition or leave blank to skip
12. Choose a filter option from the Adjust Conversions where Affiliate is dropdown
13. Choose a filter option from the Adjust Conversions where Advertiser is dropdown
14. Click Next to review a summary 
15. Choose the Number of Conversions (unbilled and/or billed) to remove
16. Choose an Effective Date option for any billed conversions/events being removed
17. Tick Remove Payout Amount From Affiliate checkbox to remove the total owed amount (sets to $0)
18. Click Remove Revenue Amount From Advertiser checkbox to remove the total received amount (sets to $0)
19. Optional - Choose a new Disposition Type & Disposition to apply or leave blank to skip
20. Add Notes
21. Click Next
22. Review a summary of the adjustment and click Finish to apply

How To Adjust Conversions/Events

To adjust conversions/events, follow these steps:

1. Click the Adjustment Type dropdown
2. Click Adjust Conversions/Events
3. Click Next
4. Input Start Time & End Time
5. Choose an Affiliate
6. Choose an Offer or leave set as Any to see all Campaigns in the next step
7. Choose a Campaign
8. Choose a conversion filter option from the Adjustment Type dropdown
9. Type the ID of a SubAffiliate or leave set as [Empty]
   1. Click Add button if SubAffiliate ID entered above does not already exist
10. Choose a Creative
11. Optional - Choose a Disposition Type & Disposition or Leave blank to skip
12. Choose a filter option from the Adjust Conversions where Affiliate is dropdown
13. Choose a filter option from the Adjust Conversions where Advertiser is dropdown
14. Click Next to review a summary 
15. Tick Change Price Paid checkbox to adjust the payout to the affiliate
16. Enter in the New Price Paid Per Lead (aka conversion/event)
17. Tick Change Price Received checkbox to adjust revenue from the advertiser
18. Enter in the New Price Received Per Lead (aka conversion/event)
19. Optional - Choose a new Disposition Type & Disposition to apply or leave blank to skip
20. Choose an Effective Date option from the dropdown
21. Add Notes
22. Click Next to review the effective date impact on billing
23. Click Next to confirm
24. Review a summary of the adjustment and click Finish to apply

How To Publish/Unpublish $0 Paid Conversions/Events

Publishing/unpublishing controls the visibility of $0 conversions/events in the Affiliate portal. When you Add or Adjust conversions/events to be paid at $0, an Unpaid Disposition field will appear after step 14 on Add and after step 16 on Adjust. Select any Unpaid Disposition from the dropdown to unpublish the conversions/events.

FAQ

What if I want to remove or adjust specific conversions/events across multiple affiliates/campaigns and billing periods all at once?

    For specific conversion/event adjustments that span multiple entities and/or billing cycles, we recommend using the CSV Conversion Reconciliation Tool. Click here for more details.

What if I want to add conversions/events for multiple affiliates/campaigns and billing periods all at once?

    To add conversions/events that span multiple entities and/or billing cycles, please contact the CAKE team for more options.

You may also be interested in:

• How to Update Conversions via CSV

• How to Configure Pending Conversions

• How to Manage Event Visibility in the Affiliate Portal Using Publish Events