How to Create, Edit, and Pause Campaigns

How to manually create Rewards

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Getting started

Embedded portal integration

Guide to setting up your custom subdomain with Aklamio

Understanding Your Partner Interface Dashboard

How to Set Up Multi-Factor Authentication (MFA)

How to work with Program Overview and Details

Managing your Account Balance

Understanding Performance Insights

Analyzing your referral funnel

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Required assets to build your incentives  platform

How to edit a Reward

Find your way around Reward Management

Required assets for Hosted Portals

Understanding Reward Management File Export 

How to validate Rewards

How to get started with your first incentives program

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Understanding Aklamio's core architecture and how incentives drive growth

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<h2>&nbsp;</h2><figure class="image"><img src="https://cdn-assets.productfruits.com/4e958dab-bc02-4038-a331-216ba8c2cc58"></figure><h2>Introduction</h2>The Partner Interface (PIFC) Dashboard provides a centralized, actionable overview of your incentive programs. It is designed to give you immediate insights into performance trends and operational priorities, helping you manage your programs with greater efficiency and control. Upon logging in, the Dashboard is the first page you will see, presenting a holistic view of your program's health.<h2>Understanding the Dashboard Widgets</h2>The dashboard is composed of several widgets, each designed to provide specific information at a glance.<h3>Recommended Actions</h3>This widget proactively guides you to your most important operational tasks to ensure your programs run smoothly. It highlights three key areas:<ul><li>Overdue rewards: Rewards that have passed their payment due date and require your attention.</li><li>Rewards due in 2w: A lookahead at rewards that will become due in the next two weeks.</li><li>Open support requests: Customer support requests that are pending your review.</li></ul>Clicking&nbsp;"Check now" under any of these items will take you directly to the corresponding page to take action.<h3>Balance</h3>The Balance widget offers immediate financial transparency by providing a clear overview of your account's funds.<ul><li>It displays your&nbsp;current total balance.</li><li>It also shows amounts for&nbsp;payouts and pay-ins in the last 28 days and&nbsp;rewards due in the next 2 weeks.</li></ul>You can navigate to a more detailed view of your financials by clicking&nbsp;"Check Balance Details".<h3>Analytics</h3>Get an at-a-glance view of your program's key performance indicators (KPIs) over the&nbsp;last 28 days. This widget helps you track recent trends for:<ul><li>Sign-ups: The total number of new participants in your program.</li><li>Conversions: The total number of successful transactions or leads generated.</li><li>Reward value: The total value of rewards generated from conversions.</li></ul>For a deeper dive into your program's performance, click&nbsp;"See Full Analytics".&nbsp;<hr><h2>💡 Best Practices</h2>Make it a habit to log in to your dashboard regularly. By promptly addressing items in the&nbsp;Recommended Actions widget, you can ensure a smooth reward experience for your customers and maintain the healthy performance of your programs.&nbsp;<hr><h2>🔧 Troubleshooting</h2>What time period is covered in the Analytics widget?The Analytics widget displays key performance data from the&nbsp;last 28 days to give you a current overview of your program's trends. For a more detailed analysis or to view different time ranges, click the&nbsp;'See Full Analytics' link to navigate to the main Performance Insights section. “28 days” has been chosen to ensure that the natural weekly cycles of your sales do not give you a false trend, because a weekend was included or excluded by chance. 28 days gives you the exact same days across the last 4 weeks, thus a reliable indication of trends in your program.

Aklamio’s&nbsp;ANALYZE section provides you with enhanced, granular views of your incentive programs. This level of detail helps you quickly identify key trends, pinpoint high-performing entry points, and make data-driven decisions to optimize program performance and boost sales.<h2>Getting Started: Global Filters</h2>Before diving into the specific dashboards, it's important to understand the global filters that apply across the entire&nbsp;Analyze section. Using these filters ensures seamless, quick analysis across different views (Performance, Funnel, and Operations).<ol><li>Navigate to the&nbsp;Analyze section in the main left-hand menu, and then select&nbsp;Performance.</li><li>Apply Global Filters at the top of the screen:<ol><li>Programs: Select one or multiple programs to focus your analysis.</li><li>Date Range: The default range is&nbsp;28 days, which is set to smooth out typical weekly fluctuations for more reliable comparisons. Adjust this to any timeframe you need.</li></ol></li></ol><h2>The Performance Dashboards</h2>The&nbsp;Performance section is designed to give you a foundational overview of your programs' success through six specific, interconnected dashboards:<h3>Performance Overview</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/5a5db480-2960-4ab9-929d-317404b53565"></figure>This dashboard gives you a high-level view of your core metrics across all selected programs:<ul><li>Sign-ups: The number of users who registered.</li><li>Conversions: The number of single, rewardable actions users took (e.g., a completed purchase).</li><li>Rewards: The total count of rewards distributed (as one conversion can lead to multiple rewards).</li><li>Reward Value: The total monetary value of all rewards distributed.</li></ul>Below the main metrics, you can find detailed breakdowns of&nbsp;Conversions by time (daily, monthly, yearly),&nbsp;Sales Channel,&nbsp;Program, and conversion&nbsp;State (confirmed, rejected, open).<h3>Referral KPIs (Referral Programs Only)</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/f18a2a48-3187-4089-9a90-2a58199d5dd8"></figure>For your referral programs, this view details key metrics across the user journey, available for the last&nbsp;90 days,&nbsp;20 weeks, and&nbsp;36 months:<ul><li>User Journey Metrics: Visits, Referrer Sign-ups, Shares, Leads (clicks), Forwards, and Conversions.</li><li>Conversion Rates: Key ratios like the&nbsp;Conversion/Forward rate (how well users convert after being forwarded) and&nbsp;CPTV (Conversions Per Thousand Visits, measuring end-to-end efficiency).</li></ul><h3>Cashback KPIs (Cashback Programs Only)</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/4cef669a-b86c-4394-a1fc-b9e2f3f736da"></figure>For your cashback programs, this dashboard focuses on the conversion path, available for the last&nbsp;90 days,&nbsp;20 weeks, and&nbsp;36 months:<ul><li>User Journey Metrics: Visits, Leads (clicks), Forwards, and Conversions.</li><li>Conversion Rates: Includes&nbsp;Conversion/Forward rate and&nbsp;CPTV.</li></ul><h3>Entrypoints</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/cfd39b28-e5bf-4229-960d-dd59ce875c99"></figure>This specialized dashboard helps you understand the efficiency of your various starting points along the user journey:<ul><li>It provides a detailed breakdown of all entrypoints, including historical views over the last&nbsp;36 months.</li><li>Important Note: This dashboard&nbsp;only considers conversions that can be explicitly linked to an entrypoint (excluding conversions from sources like CSV uploads or support requests).</li></ul><h3>Conversions</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/65bffdd2-e729-4316-a5f1-9d5b60b1e9de"></figure>This view breaks down&nbsp;where your conversions are coming from, enabling focused optimization:<ul><li>Sales Channels: See performance across online, hotline, and offline channels.</li><li>Product: Analyze conversion breakdown by product categories.</li><li>Tracking Sources: Understand which sources track conversions (e.g., online tracking, CSV uploader, support request).</li></ul><h3>Rewards</h3><figure class="image"><img src="https://cdn-assets.productfruits.com/251065a7-ce98-4873-8a81-ab14afbca91e"></figure>Use this dashboard to effectively optimize your incentive structure by analyzing the cost and fulfillment of rewards:<ul><li>Average Reward Values: See the average reward value overall and per conversion/product.</li><li>Fulfillment: Analyze fulfillment types (e.g., Cash or Donations) and Cash Payout Methods (e.g., Bank, PayPal).</li><li>Reward Value Breakdown: View total reward values split by&nbsp;Reward Receiver (recommender, follower),&nbsp;Program, and&nbsp;Tracking Source.</li></ul><h2>💡 Best Practices &amp; Terminology</h2><ul><li>Focus on the 28-Day Default: The new&nbsp;28-day date range default is intentional. Use it for routine checks to maintain a consistent weekly cycle for comparison, helping you filter out noise from single weekends.</li><li>Understanding Funnel Independence: The main performance metrics in the&nbsp;Performance Overview are now&nbsp;funnel-independent. This means they reflect the actual number of conversions and rewards that occurred&nbsp;on that day, regardless of when the user journey (visit) started.</li><li>New Terminology: The platform now uses precise terms:<ul><li>Conversion replaces the old term "Rewards" for a single rewardable action.</li><li>Rewards is now the term for the number and type of incentives given to users.</li><li>Sign-ups replaces the older, ambiguous term "New users."</li><li>Program is replacing "Promotion" across the platform.</li></ul></li></ul><h2>🔧 Troubleshooting</h2><h3>Why do Conversion numbers differ between Dashboards?</h3>Numbers between the&nbsp;Performance Overview and&nbsp;Entrypoints may differ because the Entrypoints dashboard deliberately excludes conversions that don't have an associated entrypoint (like conversions from CSV uploads or support requests). Always ensure you understand the specific filtering logic of the dashboard you are viewing.

<figure class="image"><img src="https://cdn-assets.productfruits.com/dab237e3-16b4-4c30-9517-b09647b17963"></figure><h2>Navigating to Reward Management</h2><ol><li>Navigate to the&nbsp;Operate section in the main left sidebar.</li><li>Click the&nbsp;Reward Management link.</li></ol>The screen displays a list of all conversion events that have generated a reward, along with a powerful filter bar across the top.<h2>Using Filters and Search to Prioritize Your Work</h2>The new filter bar allows you to combine multiple criteria in an "AND" relationship to narrow down your results instantly.<h3>Working with filters</h3><figure class="table" style="float:left;"><table style="background-color:#f8fafd;"><tbody><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filter Name</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Description</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Key Options</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Status</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters by the reward's current validation state.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Open (default), Accepted, Declined, All</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Date Range</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters based on the conversion tracking date.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Specific dates, specific months, or a range of months.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Due Date</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters based on the date the reward validation is due.&nbsp;This is calculated as the Tracked at Date + the max validation days configured for the program.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Overdue (Red indicator), Within 1 Week (Orange), Within 1 Month (Yellow), or longer (Green).</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Program</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters for rewards related to a specific incentive program.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">List of all active programs.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Channel</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters based on the (Sales) channel the conversion originated from.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">List of available channels (e.g.Online, Telesales, Offline).</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Tracking</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filters by the type of tracking used for the conversion.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">JS (JavaScript), API (Server-to-Server), Submitted by user (Claim by Link)</td></tr></tbody></table></figure><ul><li>Quick Access: You can quickly remove all active filters at once by clicking the&nbsp;Reset Filters button on the right side of the filter bar.</li></ul><h3>Reviewing Filtered Sums</h3>Once you apply filters, a summary row appears below the filter bar to provide real-time aggregate data, helping you assess the cost and volume of the rewards you are about to process.<figure class="table" style="float:left;"><table style="background-color:#f8fafd;"><tbody><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Metric</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Description</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Filtered Data Count</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The total number of rewards currently visible in the list after applying all filters.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Costs (Rewards + Fees)</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The total monetary value of the rewards and associated service fees for the filtered transactions.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Current Balance</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The available budget, filtered by the Program and/or Channel selections. This metric helps you ensure budget availability before bulk validating.</td></tr></tbody></table></figure>&nbsp;<h3>Searching for a Specific Transaction</h3>The new&nbsp;Search bar acts as an additional filter, allowing you to instantly locate a specific reward or group of rewards. You can search by:<ul><li>Order ID</li><li>Email Address (Recommender, Prospect, or Agent email)</li><li>Activated Parameter (The condition, such as a product name or category, that triggered the reward)</li></ul><h2>Understanding the Rewards List Data</h2>The list view provides key information for each reward. Hovering over certain elements will reveal further details (hover infos) for better context.<figure class="table" style="float:left;"><table style="background-color:#f8fafd;"><tbody><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Column</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Information Displayed</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Hover Infos / Pro-Tip</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Date</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The date the conversion was tracked.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Hover: Shows the number of days remaining until the due date, and the specific due date.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Order ID</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The unique identifier for the transaction.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Pro-Tip: Click the&nbsp;copy icon next to the Order ID to quickly copy it to your clipboard</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Activated Parameter</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The specific condition (parameter) from the sales request that triggered the reward rule. This replaces the old "Category" column and gives you a clear reason for the reward.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Example: cable_dual, Price 59,99, Home Internet 3000</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Email</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">A partially anonymized email address for the user or agent associated with the conversion.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Additional Info: When reviewing the reward details, you can see the all emails for the Recommender, Prospect, and Agent.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Cost</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The total cost of the reward (Reward Value).</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Additional Info: On hover, you can see the breakdown of the Recommender reward, Lead reward, and the service fee.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Track</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">The method used to track the conversion.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Look for an additional&nbsp;"Submitted by user" indicator if the reward originated from a Claim by Link process. If a document was submitted by the user, it can be viewed by clicking the attachment icon.</td></tr><tr><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Actions</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">Action buttons to approve, reject, or edit a single reward.</td><td style="background-color:#f8fafd;padding:6pt 9pt;vertical-align:top;">See the&nbsp;Related Articles section below for detailed instructions on using these buttons.</td></tr></tbody></table></figure><h3>The Due Date Indicator Bar</h3>To help you visually prioritize, a color-coded bar is shown on the date column:<ul><li>Yellow Bar: The reward is due within 1 month.</li><li>Orange Bar: The reward is due within 1 week.</li><li>Red Bar: The reward is&nbsp;Overdue.</li></ul>&nbsp;<hr><h2>💡 Best Practices</h2><ul><li>Triage by Due Date: To ensure high customer satisfaction, make it a daily or weekly routine to&nbsp;filter by Status: Open and Due Date: Overdue to handle the most critical rewards first.</li><li>Leverage Exports: Use the filter bar to generate an exact list of rewards you need to process offline. The export function respects all applied filters, ensuring&nbsp;"what you see is what you get" in your CSV file.</li><li>Budget Check: Always review the&nbsp;Current Balance metric after applying Program or Channel filters to confirm you have sufficient budget before performing a bulk validation.</li></ul><hr><h2>🔗 Related articles</h2><a href="https://docs.aklamio.com/en/article/how-to-validate-rewards">How to validate Rewards</a><a href="https://docs.aklamio.com/en/article/how-to-edit-a-reward">How to edit a Reward</a><a href="https://docs.aklamio.com/en/article/understanding-reward-management-file-export">Understanding Reward Management File Export&nbsp;</a>

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