Managing Transactions as an Inuvo Advertiser

The Inuvo Platform offers advertisers a first-class way to manage transactions.  Managing transactions on the Inuvo Platform is easy with the variety of search criterion and filters that have been added.  I have provided an overview of the report, as viewed by an advertiser, below:

When you are logged in as an advertiser, you will see a designated “Transactions” section with a red box above the tab, click on this tab.

Several search criteria filters are available to allow advertisers build a truly custom report.  Here is a guide to the filters:

Select By Status:

• Date Created- Search for a specific transaction based on when it was created
  
  • Pending:  We strongly encourage that all transactions are set to auto-approval.  However, if you decided you’d prefer manually approving transactions you will notice when a transaction first occurs it is given a pending status until you take action.  From the pending status, you have the option of either approving or denying the transaction.  
  • Denied:  transactions which are not valid and you will not pay for.
  • Approved: transactions you have deemed valid and will become paid.
  • Charged Back:  If you need to deny a transaction which you originally approved, and it has been approved long enough to have updated to paid status, this is called a chargeback.
  • Paid:  Once you decide to approve a transaction, it will update to paid status at midnight EST on the same day.  The transaction is now in a payable state and the publisher will receive payment for the transaction on their next pay date. 
  • Paid and Include Chargebacks:  Enables advertisers to view transactions that have been paid but charged back at some point.
  • Date Approved- This filter is important since Inuvo bills by the date approved.

Filters:                                                            

• Publisher:  Affiliates, or publishers, that are running an offer.
• Publisher Group: Filter for publishers that have previously been added to a group.  Advertisers use groups to filter reports and assign specific commissions.  Publisher groups are assigned a name by the advertiser and can be edited or deleted by the advertiser as well.
• Offer:  All offers the advertiser has created in the Platform. 
• SUB IDs (1-3):  View transactions by the publisher’s different traffic sources, or SUB IDs. Often times, publishers use more than one way of generating traffic/leads, especially if the publisher is also a network.  Publishers assign SUB IDs to these different sources to help keep track of traffic/leads. For example, the advertiser knows that "Alberto Publisher" is the publisher that joined their offer but the advertiser also knows that this publisher is a network that uses SUB IDs 1, 5 and 10.  Let’s say the advertiser wants to deny all transactions received from “Alberto Publisher, SUB ID = 5”, the filters allow this exact pinpointing to be done easily.  In the transaction report, the data fields look as follows:
   
•  
• IP Address & Country Search for transactions generated from a specific publisher by using the publisher’s IP address and country.   Often times, advertisers want to see transactions that came from an IP so they can take action on them, as well as wanting to know the source country of the transactions they receive. 
• Order ID:  Look for a transaction by a specific Order ID.  An Order ID is usually comprised of numeric and non-numeric components, such as this example:  PAU100-3746380.
• Date:
  • Timeframe:  A list of pre-set time frames for quick reference. 
  • Date Range:  Use this to select a specific date range across many months, years, days, etc. 

Output:

• Max Results:  How many transaction results to include in the report. 
• Results per Page:  How many results per page to include. 
  • Export to CSV- Export the report to a CSV file for personal reference.
  • Reset Filters Tab:  The Manage Transactions Reporting Page has an automatic ability to quickly reset all the filters back to their original settings.  To do this, select the blue text “Reset Filters” tab in the bottom left corner of the screen. 
  • Hide Filters Tab: After selecting “View Report” the screen will automatically scroll down and display the transaction report data.  If the only desirable content on the page is the transaction report data, click the “Hide Filters” tab to hide the filters at the top of the page and display only the transaction report. 

 A legend is available to show the status of each transaction.

A nice option for managing transaction data on the Platform is by selecting the tab the red arrow is pointed to in the below illustration.  To easily view all denied transactions on this page, select “Denied” from this drop down menu.  The “Clear All” menu item clears the selected transactions on all the pages, whereas, selecting “None” will clear transactions on the visible page only. 

Advertisers have the ability to select transactions on different pages and change their status by using the “Change Selected to….” drop down menu. To clear all of the selected transactions chose “Clear All” from the drop down menu, as mentioned above.

If a transaction is not able to be selected, the reason why is displayed in the far left column.  For example, there are several transactions below that were “ChargedBack”.

To view more details of a specific transaction, select the Transaction ID that is in blue, under the Order ID area.  When the Transaction ID is selected a detailed description of the transaction will appear. 

When the Transaction ID is selected a detailed description of the transaction will appear.  Details include what type of creative is being used, what the offer type is, the referring URL if there is one, who the publisher is, if the transaction was paid, etc. 

To make changes to a specific transaction, advertisers can simply just  select the transaction individually.  Additionally, a multiple number of transactions can be selected to be included as part of a group, transactions don’t need to be updated line by line.  First, select the transactions to be changed.  Keep in mind that it is possible to select these transactions across several pages.  Use the “Change Selected to…” dropdown menu to change the status of the transactions to the desired status.

To pull up only paid transactions for a certain time period, select “Paid” in the “Date Created” filter on the far left of the screen.  After doing this, select the “Date Range” in the “Date” filter.

We have added a “Paid, Include Chargebacks” option because often advertisers want to know exactly how much money they owe.  To view this data select “Paid” as described in the previous step as well as the “Include Chargebacks” below it.  The “TOTALS” on the bottom of the page will now reflect the transactions that advertiser owes for, less the chargebacks, no matter when the chargeback occurred. 

Sorting and Navigating

Advertisers can sort the transactions contained in the report by selecting the menu item that names the column data.  It is possible to sort the data by any of these menu items.

 To easily navigate through pages use the blue paging icons in the far left corner of the report. 

If you have any questions on this report, let us know in the comments below.