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Onboarding Guide

New to Optimise? Follow the simple steps below to get up and running.

  • If you are new to Affiliate Marketing please take a moment to read What is Affiliate Marketing?
  • In your login, you will also find our Setup wizard which will guide you through the tracking setup.
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Not sure about any of this? In your Dashboard you’ll find a chatbox where you can easily get in touch with our friendly support team, or go to Get Help to raise a support ticket.

1. Start Here​

2. Install Tracking​

Bring on those new customers!

Your first task is to get tracking up and running on your website so you will be able to see activity from publishers and ensure they are paid commission.

The activity you pay for is determined by tracking, so it’s essential to set it up correctly.

Read the Overview and then choose from the options from the list below.

2.1 Integrations​

If you are already using one of these on your website, click the link below to get started. Optimise are already integrated with these, so tracking setup will be quick and easy.

2.2 Add Manually​

If you’re not using an integration, follow these steps to manually add tracking. Server-2-Server (S2S) should be your first choice and is the industry standard solution. Use Universal tracking if you can’t implement Server-2-Server:

2.3 Mobile Apps​

Looking to get more customers via your app? Click one of the below to learn how to add tracking to your mobile app.

If you are already using one of these in your Mobile app, click the relevant link below to get started. Optimise is already integrated with these so tracking setup will be quick and easy:

3. Test your tracking​

It’s crucial to fully test your new tracking setup. Just follow the steps below. You can use the tools in your dashboard and our tag inspector to help.

4. Setup Tasks​