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Free Course

Affluent – Getting Started with Automation and Optimization

Affluent is an optimization automation genie that saves agencies time with automated reporting, dashboards, publisher intelligence, publisher merging, and more. This course explores everything an agency employee needs to know about this tool.



What you'll learn?

Course overview

Affluent is an analytics and automation platform which enables agencies to aggregate data from any network or platform, automate client reporting, and optimize clients’ partnerships with publishers—all within a single platform! Agencies enjoy unified access to their data, empowering them to make better decisions, scale their business, and broaden their reach in the partnership economy.

This course explores the Affluent platform and what to expect when you first log on.

By the end of this course, you will be able to:

  • Use the overview and reports area to manage clients and automate client reporting.
  • Apply techniques from the optimization features to enhance performance across clients.
  • Analyze the data management features and how to use them.
  • Modify brand and reporting settings.
Course details
10
Lessons
12
Videos
1
Quiz
40
Min
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Course curriculum

Lesson 1
Brand Manager
2min
Instructor

Using Affluent all starts with the Brand Manager. It is the first place that agencies' account managers would look at when they log into the platform, and it's where they would manage their platforms and connected accounts and pick up anything that may be off.

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Lesson 2
Overview
5min
Instructor

Here's how to check out a high-level overview of your entire agency's performance and even zoom into one specific brand.

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Lesson 3
Reports
5min
Instructor

Affluent also has a custom report builder. Learn more here.

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Lesson 4
Publisher Intelligence
3min
Instructor

Publisher Intelligence is where agencies can find detailed stats on all of their recruitment efforts. Find out how!

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Lesson 5
Link Scanner
6min
Instructor

See how you can create a scan using Link Scanner, and what you can use this for.

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Lesson 6
Alerts
3min
Instructor

Alerts are another great feature that informs agencies of potential opportunities and concerns. Learn more here!

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Lesson 7
Publisher Merging
3min
Instructor

Let's take a look at the nifty feature called Publisher Merging, which allows account managers to automatically fuse known publisher accounts into one "merged publisher."

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Lesson 8
Tagging and Groups
5min
Instructor

Tagging and Groups are ways of labeling data within Affluent. Learn all about how they can simplify your daily account management here.

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Lesson 9
Targets
2min
Instructor

The final feature we'll explore here is Targets. Learn more here!

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Lesson 10
Settings
3min
Instructor

You'll also want to know about Settings. Here, you can add and remove users, enable or disable access, manage your platform, add manual fees, change brand and reporting settings, and delete the brand if you are no longer working with them.

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