SOP: Onboarding a new affiliate offer
Run this whenever an account manager sends you a new offer to run.
Stage 1 — Validate
☐ Confirm payout, currency, and conversion type in writing (Owner: media buyer)
☐ Pull allowed/disallowed traffic sources from the terms doc
☐ Screenshot the cap and timezone reset hour
Stage 2 — Wire up
☐ Create the offer in the tracker with a unique alias (Owner: tracker admin)
☐ Fire one test conversion, confirm it lands in the dashboard
☐ Map the postback macros: click ID, payout, sub IDs
Stage 3 — Guardrails
☐ Set a daily spend cap 20% below the offer cap
☐ Save the AM's name and Telegram in the offer notes
☐ Schedule a day-3 review on the calendar
Owner: media buyer. Trigger: new offer assigned. Done-when: a live test conversion is visible end-to-end and the spend cap is set.
Save this. Run it every time.
The Ops Playbook
@TheOpsPlaybook
SOP: Onboarding a new affiliate offer
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