FAQs
Before You Start
What is Affiliate Marketing?
Affiliate marketing is a performance-based marketing model where Affiliates promote an Advertiser/Brand’s products or services and earn commission for each sale, lead, or action generated through their unique tracking links. It allows Affiliates to monetise their audience while helping Brands reach new customers.
How do I become an Optimise Publisher?
Go to https://optimisemedia.com/sign-up and complete your details to join the network.
Can I join without a website?
Yes. Publishers with websites, mobile apps & social media influencers/KOLs (including Pinterest, YouTube, Facebook, Twitter, Tiktok and Instagram) are accepted.
What brands work with Optimise?
Go to https://optimisemedia.com/advertiser-directory to view all the advertisers on Optimise.
Getting Started
How does it work?
Before you can get started you'll need to check your media is verified. The verification process is designed to prove you own the website.
Navigate to Manage > Account > Media. You'll see the media source you entered when signing up. If its status is live, no action is required; otherwise, click the yellow ! icon and follow the on-screen verification guidance.
Once your website is verified use the Campaigns Explorer page in the Campaigns area of the navigation menu to choose which advertisers you wish to display on your website and sign up to the appropriate Campaign. You can sign up to a campaign by clicking Details and then Apply.
Under the Campaign Detail page you will be able to copy your unique Tracking Link.
Next, go to Manage > Promotional Assets > Creatives. Use the filters to find campaigns you have joined and obtain tracking links by selecting a banner or ad. Copy the supplied code into your website; it is unique to you and enables performance reporting.
How do I find help and support?
On each page in your Dashboard look out for the following icon:
Clicking this will provide help & guidance specific to the page or card you are viewing.
You can also browse this knowledge base for more tips and guidance.
How do I raise a support ticket?
When logged into your account click the user icon in the top right corner and select Support Tickets from the menu.
Account Settings
How do I view, add or edit websites that are registered with Optimise?
Your websites, apps and social media accounts are listed under Manage > Account > Media.
Add a website by clicking + Add Website button in the top right. To Verify a website see this guide.
How do I verify my media?
There are three ways to verify your media. Choose the one most suitable for your setup:
Option 1: Add a META tag
-
Log in to your website host or CMS (e.g., WordPress, Wix, Squarespace, custom hosting).
-
Locate the file or setting where you can edit the
<head>section of your homepage. -
Copy and paste the following line between the
<head>and</head>tags:<meta name="OMG-Verify-V1" content="omg-verify-########-####-####-####-############" /> -
Save and publish/redeploy your site so the changes go live.
-
Once live, click Verify Media.
Option 2: Add a verification HTML page
-
Log in to your hosting account or use FTP/SSH to access your site files.
-
In the root directory (where your homepage
index.htmlsits), create a new file named:omg-verify-########-####-####-####-############.html -
Inside this file, add the following basic HTML structure:
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Document</title>
</head>
<body>
omg-verify-########-####-####-####-############
</body>
</html> -
Save the file and redeploy your site so the page is live at:
https://{yourdomain.com}/omg-verify-########-####-####-####-############.html -
Once live, click Verify Media.
Option 3: Add a DNS TXT entry
- Log in to your DNS host (domain registrar or DNS provider).
- Go to DNS management (sometimes called Zone Editor or Advanced DNS).
- Add a new TXT record:
- Type: TXT
- Name/Host: @ (for the root domain)
- Value:
omg-verify-########-####-####-####-############ - TTL: Leave default (e.g., 3600 seconds).
- Save the record.
- Wait for DNS propagation (anywhere from minutes to 48 hours).
- Once the record is active, click Verify Media.
How do I view and amend my contact details?
Click the person icon in the top right and select Settings from the navigation menu. Edit the desired field(s) and then click the Update button at the bottom of the form.
How do I update my Company Profile?
Go to Manage > Account > Company Details to update company contact information and billing details.
Click on the Profile tab to view and update your Publisher Profile that will be displayed to Advertisers. Here you can introduce yourself to prospective Advertisers and why they should partner with you.
Can I include Media Packs or documents on my Company Profile?
Yes. Go to Manage > Account > Company Details and select the Profile tab. On the Media Packs & Onboarding Forms card, click + Add. You can upload documents for advertisers viewing your publisher profile, such as media packs, tenancy price lists and onboarding forms.
How do I log out?
Click the person icon in the top right and select the Logout option. This will end your session with Optimise.
How do I opt out of emails?
You can adjust your Communication Preferences by going to your settings in the menu in the top right.
I would like to close my account.
You can deactivate your Optimise account by contacting your Account Manager who will ensure your campaigns and login are suspended. You can see your Account Manager's contact details by clicking the person icon in the top right of Insights - they will be listed in the menu that displays.
Why bank detail changes may be temporarily restricted
Bank detail changes may be restricted for 7 days after certain changes are made to the Publisher Admin account.
This can happen when:
- the Publisher Admin email address is changed
- the Publisher Admin role is moved to another contact
- a new contact is made the Publisher Admin
If more than one of these changes happens close together, the 7 day restriction starts from the most recent change.
This helps protect your account if Admin access has recently changed.
Campaigns
How do I view and make changes to my current campaigns?
To view your current campaigns, go to Growth > Portfolio > My Campaigns. Filter the list by Relationship Status, then click Details to view campaign information, including commission rates and tracking URLs.
How do I request to join available campaigns?
To browse available campaigns, go to Growth > Explore > Campaign Explorer. Use the filters and advanced search to find specific campaigns.
In order to join a Campaign:
- Click on the Details icon or Learn more button on the relevant Campaign. Here you will find campaign details such as commission rates & cookie duration.
- Click on the + icon or Apply button
- On the list of websites, highlight the sites that you wish to use for promoting the campaign.
- Click on the Apply button.
- You will receive an email notification to confirm if you are approved.
Can I apply for multiple Campaigns at once?
Yes. To apply for multiple Campaigns in one action:
Select the relevant campaigns using the checkboxes, then click Apply in the top-right corner.
How do I know whether I have been accepted for a campaign?
Each time you request to join a Campaign your application will be assessed according to the relevant criteria. You will receive an email notifying the outcome.
To view your current status across campaigns, go to Growth > Portfolio > My Campaigns. Use filters such as Advertiser or relationship status to refine the list.
Where do I find my Campaign Invitations?
Go to Growth > Opportunities > Invitations to see the campaigns you have been invited to and their properties.
Click the ✔️ Accept or ✖️ Reject button to progress the invitation.
Tracking & Tools
How do I create a Tracking URL/Link?
In your login click on the 🔗 link icon in the top right corner of the screen.
Using the side panel select the relevant Advertiser & Campaign and copy your Tracking URL to your clipboard.
How do I access Banners, Editorials & other creatives?
Access banners, editorials and other creatives under Manage > Promotional Assets > Creatives. Filter by campaign, then click the < > symbol in the top-right corner of a tile to access its tracking code.
Where can I find an Advertiser's vouchers, coupons & offers?
Find vouchers, coupons and offers shared by advertisers under Growth > Opportunities > Vouchers & Deals.
Vouchers can also be accessed via the Vouchers API.
How do I download Product Feeds?
To download product feeds, go to Manage > Promotional Assets > Product Feeds. Choose a campaign and click Get Feed URL, then copy or download the URL. See Product Feeds for more information.
How do I use and view UID?
UID tracking enables publishers to append their own parameter, such as a SubId or click reference, to an Optimise tracking URL. See the UID guide. To view conversions with UID or SubId values, go to Insights > Reporting > All Reports > Conversion Reports and select Conversions or Conversions by Payment.
What are deeplinks? How do I create a deeplink?
A deeplink is a way of linking directly to a specific page or location on an advertisers website or App.
Follow the Deeplinks guide for more assistance.
What is Optimise Linkables?
Optimise Linkables is a simple way of earning commission from the external links on your website without having to add a tracking link for each one. This ensures you earn revenue whenever there is a link to an Optimise Advertiser.
With a simple piece of JavaScript code or a Wordpress plugin you can have all the links on your page automatically convert to Optimise paid links whenever we detect a link to one of our Advertisers.
Can I create a QR code from my Tracking URL?
Yes. The quickest way to do this is from the Create a Link tool on the Dashboard.
Click the 🔗 link icon in the top-right corner and select the relevant advertiser and campaign. We recommend using the Link Shortener before creating a QR code, as this produces a cleaner result. Click the QR code icon to generate it, then right-click and copy the image to your clipboard.
Can I share my tracking link on social media?
Yes. You can share your tracking link on social media. Follow the guide for details on how to do this on each social media network.
You may also want to use the URL Shortener to create a cleaner URL.
Do you have an API?
Yes. Follow these links for full details:
Do you support any automation tools like Zapier?
Yes. Optimise supports Zapier
Do you support postbacks or webhooks?
We support HTTP Postbacks for Conversion events with a range of Macros. Refer to this guide
Reporting
How do I access my reports/statistics?
Publisher dashboards contain summary reports, with more detailed reporting under Insights > Reporting. Available views include Over Time, Conversions and Advertiser reports, plus item-level data in the Conversion Report.
All reports can be modified using the Modify Report option and custom reports can be created and saved by users by selecting Add new report on the top right of the All Reports screen.
Reports can be scheduled to be emailed to you or your colleagues on a regular basis and any can be added to your favourites so that they appear at the top of the page. Use the filter to see reports by category.
What is the process for getting paid?
The following is a typical example of how you will be paid for your activity on a campaign:
How long do commissions remain pending?
In all our reporting, for example the Advertiser and Over Time reports, commissions will remain with a status of Pending until the Advertiser has validated or rejected the Conversion. Validation periods can vary and are dependent on the campaign T&Cs. Once we receive confirmation the conversion will move from Pending to Validated or Rejected.
What are the different Conversion statuses?
We've reduced the number of statuses we use to make things simpler. Conversions now have three statuses.
Pending– this is the initial status, pending conversions have not yet been validated or rejected by an advertiser. These are indicated with a yellow symbol in our reporting.Validated– these conversions have been confirmed by the advertiser and they will be invoiced for the commission. These are indicated with a green symbol in our reporting.Rejected- these have been rejected by the advertiser and commission will not be paid. These are indicated with a red symbol in our reporting.
Why was a conversion rejected by an Advertiser?
Commission is only paid if conversions are Validated by the Advertiser. A conversion may be Rejected for different reasons. The most common reasons are:
- The conversion was cancelled.
- The conversion was fraudulent.
- The conversion was allocated to an alternative advertising channel (e.g. PPC campaign).
A Rejected Conversion will usually have a Rejection Reason to help you understand why the Advertiser has rejected the Conversion.
What can I do (or one of my users) if I have a missing Conversion?
We support missing conversion enquiries for some publisher types. See Conversion Enquiries for more information.
How and when will I get paid?
Commission payments are sent electronically. A schedule for commission payments is detailed in the table below. Payments are made from the Optimise company which provides the campaigns that you are running.
Payments will be made to you in line with this schedule providing the value of the commission to be paid by the Optimise company exceeds the minimum threshold and bank account details have been registered correctly.
Please note that the threshold is dependent upon your selected payment currency; for further information please contact your Account Manager.
Your next payment is shown on the Payments screen. To view payments select Billing > Payments in the navigation menu.
Each payment will include all amounts that have been received from the Advertiser prior to the time the payment is processed by the Optimise company in question.
| Optimise Company | Payment Schedule |
|---|---|
| Optimise Australia | Around 7th and 21st of the month |
| Optimise Global | Around 7th and 21st of the month |
| Optimise MENA | Around 7th and 21st of the month |
| Optimise SEA | Around 14th and 28th of the month |
| Optimise UK | Around 7th and 21st of the month |
How will I be paid for campaigns in other countries?
Commission payments will be made in the currency that you have chosen in your publisher account. Where a Campaign is managed in a different currency it will be converted at the prevailing exchange rate at the time the payment is processed.
We endeavour to exchange your commission at a competitive market rate. This will, however, differ from the rates quoted on for example Google or XE.com which typically illustrate the mid-point rate for a given currency pair.
Actual exchange rates vary from 0.5% to in excess of 6% either side of the mid-point rate based on the currency pair in question and the market conditions at the time of payment. Please also note that in some instances, we pass on a fixed fee international payment charge from our service provider.
For further information of non-standard payment options please contact your Account Manager.
Content Compliance
I have received a Contravention email from a Content Audit. What do I need to do?
Click View Contravention in the email and log in to your account, or go to Protect > Content Audit.
On this screen you will be able to see all active Contraventions. Click on a Contravention to see the evidence and any Annotations associated with the Contravention.
To resolve the contravention, update your URL with the required changes, click the ✔️ Resolve button and follow the instructions.
If you are unable to make the changes for any reason click the ✖️ Dispute button and follow the instructions.
Miscellaneous
What levels of security are employed?
We employ 256-bit encryption for all communication between you and our servers.
You can also enable Multi-factor authentication to secure your account.
Do you accept applications from sub-networks?
Yes we do accept applications from sub-networks.
All sub-networks will need to adhere to our Sub-Network Policy and provide us with Click Transparency.