Affise

Initial Setup and Configuration:

• Account Creation: Begin by creating an account on the Affise platform.

• Dashboard Customization: Configure the dashboard using custom widgets to visualize datasets, track clicks, conversions, earnings, and other key metrics.

• Integration: Integrate Affise with your existing systems and tools. This may involve setting up APIs, tracking URLs, and other technical configurations.

Partner Onboarding:

• Recruitment: Use Affise’s extensive global network to discover and recruit potential partners through automated nurture campaigns.

• Training: Streamline the onboarding and training process for partners to maximize productivity and efficiency.

Campaign Setup:

• Ad Campaign Configuration: Set up advertising campaigns with customizable policies, cap systems, and multi-currency options to manage ad expenses and maximize revenue.

• Performance Tracking: Utilize Affise’s real-time analytics to monitor campaign performance and make data-driven decisions.

Automation and Optimization:

• Automation: Automate various steps of the campaign lifecycle, including partner management, reporting, and fraud prevention.

• Optimization: Continuously optimize campaigns based on performance data collected through Affise’s analytics tools.

1. Dashboard Customization: Affise allows users to configure custom dashboards using widgets to visualize datasets, track clicks, conversions, earnings, and other key metrics.

2. API Integration: Affise provides an API function that enables over 250+ integrations, allowing businesses to connect the platform with their existing tools and systems.

3. Automation Features: The platform offers user-friendly and adjustable automation features, providing more customization for brands in managing their affiliate marketing processes.

4. Multi-Currency Support: Affise supports payouts in over 60 different currencies across 214 countries, accommodating businesses with global partner networks.

5. Customizable Partner Portals: Affise partner portals can be tailored to each business's needs depending on the industry and type of business.

6. Flexible Payout Models: The software allows businesses to choose payout models that best align with their specific goals.

7. Budget Management: Companies can set up customizable caps for desired actions to control their budget automatically.

8. User Role Management: Affise enables businesses to add their entire team to the platform and manage user roles, defining specific access levels for each role.

9. Customizable Reporting: Users can create custom reports tailored to their specific needs, in addition to using pre-defined segments for data analysis.

10. Branding Customization: While not explicitly stated for Affise, many affiliate software platforms (like DirectScale) offer custom branding options, suggesting this might be a feature Affise could potentially offer.

Subscription Tiers:

• Entry Plan: Starting at $500 per month

• Scale Plan: Starting at $800 per month

• Custom Plan: Starting at $1500 per month

Overcap Charges:

• After reaching the limit of your plan, you'll be charged for events not covered by your subscription. The rates for these overcap charges are stipulated in your pricing plan.

Customization:

• While customization options are available, there's no clear indication of whether these incur additional costs. Users are advised to contact Affise for customization requests.

API Integration:

• Affise offers API integration, but some users have reported that the integration process can be lengthy. It's unclear if there are additional charges for this service.

Support:

• Dedicated customer success managers are included in the plans, but there's no mention of extra support charges.

Onboarding:

• Customer success-led onboarding is included in the Scale and Custom plans, suggesting no additional setup fees.

Payment Methods:

• Affise accepts various payment methods, including major credit cards and PayPal, without mentioning any transaction fees.

Affise Academy: This is a free online learning platform that provides courses and tutorials on affiliate marketing and how to use the Affise platform. It includes:

• A course consisting of 5 lessons and a quiz, after which users can become certified Affise users and professional affiliate marketers.

• Tutorials to help both beginners and experienced users understand the basics of Affiliate Marketing and obtain skills to work on the Affise platform.

Onboarding Package: Affise offers a free onboarding package to everyone who signs up for a free trial. This includes:

• A dedicated onboarding specialist who sets up and customizes the account.

• One-on-one training sessions and guidance through the interface.

• Assistance with customizing dashboards, optimizing settings, and discussing features based on specific business requirements.

Customer Support:

• Users can contact the Affise Customer Support team via email at [email protected] for any questions or issues.

• There's a dedicated Customer Success manager assigned to each account.

Documentation and Resources:

• Affise provides a comprehensive Help Center with guides for different user types (Admins, Affiliates, etc.).

• There's product documentation available in the form of a knowledge base with collections of articles and guides.

• API documentation is provided for those who want to work with Affise's API.

Regular Check-ins:

• While not explicitly stated for Affise, best practices for onboarding often include regular check-ins with new users for at least the first 3 months to gather feedback and ensure a smooth experience.

News & Changelog:

• Affise provides updates about new features and improvements through their News & Changelog section.

1. Two-Factor Authentication (2FA): Affise offers 2FA for both affiliates and admin users, adding an extra layer of security to account access.

2. Data Encryption: Affise uses encryption to protect personal data both in transit and at rest.

3. Access Controls: The platform implements access controls to restrict data access to only authorized personnel.

4. Data Minimization: Affise collects only the necessary amount of personal data for specified purposes.

5. Anonymization and Pseudonymization: These techniques are used to protect the privacy of data subjects.

6. Regular Backups: To prevent data loss, Affise performs regular data backups.

7. Anti-Fraud Tools: Affise has an in-house click-level fraud prevention tool that filters out VPN, proxy, and bot traffic in real-time. It also offers integrations with third-party fraud detection services like Forensiq, FraudShield, and FraudScore.

8. IP Whitelisting: Affise allows setting up IP whitelists for accessing the admin panel, adding another layer of security.

9. Secure Postback Code: This feature protects against conversion fraud.

10. Compliance with Data Protection Regulations: Affise complies with regulations like GDPR and LGPD, implementing processes to ensure data security and confidentiality.

11. Designated Data Protection Officer (DPO): Affise has appointed a DPO responsible for ensuring compliance with data protection regulations.

12. Employee Training: Affise conducts employee training to ensure proper handling of personal data.

13. Incident Response Plan: The company has a plan in place for handling data breaches or other security incidents.

14. Third-Party Data Processing Agreements: Affise ensures that third-party service providers comply with data protection regulations and implement adequate security measures.

Frequency of Updates

1. Regular Updates: Affise frequently releases updates to its platform. The exact frequency can vary, but the platform often sees updates and new features being rolled out on a regular basis. For example, updates to features like affiliate billing and balance sync have been noted.

2. Monthly Updates: Affise has communicated through its blog that users should keep an eye on product updates over the coming months, indicating a consistent schedule of new features and improvements.

Management of Updates

1. Notification System: Affise has a notification system in place to help users keep track of all events and updates within their accounts. This ensures that users are informed about new features, changes, and other important events as they happen.

2. Scheduled Changes: For certain plans, Affise offers a "Scheduled Changes" feature. This allows users to schedule updates and changes at specific times, providing greater control over when updates are applied to their accounts.

3. Changelog: Affise maintains a changelog where users can view detailed information about recent updates and enhancements. This changelog is regularly updated to reflect the latest changes and improvements made to the platform.

4. Customer Communication: Affise communicates upcoming updates and new features through its blog and other channels. This proactive communication helps users stay informed about what to expect and how to prepare for new features.

Data Ownership: Affise emphasizes that clients have full data ownership. This means that advertisers and affiliates using the Affise platform retain ownership of their data.

Data Portability: Affise provides features that support data portability, allowing users to export and transfer their data:

• Raw Data Export: Users can export raw data to analytical tools for in-depth analysis of customer behavior patterns, fraudulent activities, and traffic optimization.

• Custom Reports: The platform allows users to create and export custom reports tailored to their specific needs.

Data Access: Affise provides users with access to their data through:

• A comprehensive dashboard that serves as a Single Source of Truth for performance marketing data.

• In-depth reporting capabilities that allow viewing a wide range of performance metrics.

Data Protection: Affise implements several measures to ensure data protection and privacy:

• Compliance with data protection regulations like GDPR and LGPD.

• Implementation of security measures such as data encryption, access controls, and regular backups.

• Appointment of a Data Protection Officer (DPO) responsible for ensuring compliance with data protection regulations.

Plan Flexibility:

• Users can upgrade or downgrade their plan at any time.

• The platform offers three main tiers: Entry, Scale, and Custom, with increasing features and capacity at each level.

Upgrading Process:

• Upgrading to a higher tier is straightforward and can be done at any time.

• Upgrading provides access to additional features and higher capacity for conversions and impressions.

Downgrading Considerations:

• When downgrading, users should be aware that they may lose access to certain features available in higher tiers.

• The Customer Success team is available to assist with account settings during plan changes.

Custom Plans:

• For organizations with specific needs, Affise offers Custom plans that can be tailored to exact requirements.

• These plans offer flexibility in terms of conversion and impression limits, as well as additional features.

Overcap Charges:

• If users exceed their plan limits, Affise continues to track all actions.

• Users are charged for events not covered by their plan according to the rates stipulated in their pricing plan.

Cancellation Policy:

• Clients can terminate the End-User Agreement by providing written notice at least 30 days prior to the cancellation date.

• If unsubscribing mid-billing cycle, users can continue working on the platform until the end of the cycle without charges for the next month.

Assistance with Scaling:

• Affise provides a dedicated customer success manager to help with scaling needs.

• The platform offers customer success-led onboarding and video support for higher-tier plans, which can assist in managing growth.

Feature Accessibility:

• Different plans offer varying levels of feature access, allowing organizations to choose the tier that best fits their current needs and scale accordingly.

Contract Renewal

1. Automatic Renewal: Affise's subscription plans typically renew automatically at the end of each billing cycle unless the client decides to cancel.

2. Plan Flexibility: Clients can upgrade or downgrade their plans at any time. However, downgrading may result in the loss of access to certain features available in higher-tier plans.

Contract Cancellation

1. Notice Period: Clients can terminate the End-User Agreement by providing written notice to Affise at least thirty (30) days prior to the intended cancellation date.

2. Mid-Billing Cycle Cancellation: If a client decides to unsubscribe in the middle of a billing cycle, they can continue using the platform until the end of that cycle. Affise will not charge for the subsequent month.

3. Written Notice: The termination notice must be in writing, ensuring a formal process for contract cancellation.

1. SOC 2 Type II Certification: Affise has successfully completed SOC 2 Type II certification, demonstrating compliance with strict standards for service companies.

2. General Data Protection Regulation (GDPR): Affise has obtained ePrivacyseal certification, which demonstrates compliance with GDPR requirements.

3. ePrivacy Certification: Affise has successfully completed ePrivacy certification, which covers GDPR requirements for digital products.

4. Lei Geral de Proteção de Dados (LGPD): Affise complies with the Brazilian data protection law LGPD, which governs the collection, use, processing, and storage of personal data.

5. Industry Privacy and Data Security Standards: Affise strictly complies with industry privacy and data security requirements by implementing processes and practices to ensure data protection.

6. Data Protection and Privacy Policies: Affise ensures a high level of security through compliance with industry standards for privacy and data security.