A few years back when ShareASale revamped the interface, we realized that every person is different and has different ways they like to access their information. One of the best updates to the interface (in my opinion) was adding the ability to customize the homepage.
Within both the Merchant and Affiliate accounts, one can:
- Add or remove columns to fit more reports.
- Add or remove different panels.
- Add or remove panels within different pages
ADDING OR REMOVING COLUMNS
To add columns to the homepage, select the “Change Layout” icon. A drop down will appear giving the option to have 1-4 columns. Within each column setting are various options for layouts as well. For example, one can have three columns setup in different ways.
ADDING OR REMOVING PANELS
There are a variety of different panels that can be added to the homepage- though they will differ between Merchant and Affiliate accounts. Below are the various Panels that can be added to a homepage:
Bookmarking is quite possibly the best way to customize access to reports, lists, pages, etc. Simply pull up the desired page (for example, a list of approved Affiliates tagged as “Mommy Bloggers”) and scroll to the bottom of the page and click the ShareASale hockey puck within the stripe. Among many of the options, here is “Bookmark this Page”. Now, when adding Bookmarks to the homepage, this report will be one click away.
Saving reports is a great way to have any report quickly and easily accessible. It is possible to save a report based on specific dates or a running date range (last 30 days). To save the report, simply select the desired criteria (date range, sorted by, etc.) and refresh the report. Saved and recent reports will now be displayed on the top right of the page. The most recent report will be on top and will look like the image below. When the mouse is moved over it, a few icons will appear prompting various actions related to saving. The disk icon will simply save the report as-is, while the pencil icon will allow for editing and saving of the report. Once the report is saved, it can be accessed via the ShareASale puck on the top left or, if it is a graphical report, it can be added as a panel on the homepage.
MANUEVERING BETWEEN HOMEPAGE TABS
On the top of the customized homepage, there are five different tabs. Each one represents a different page that is also completely customizable. It is incredibly easy to have any bookmarks, reports, news, etc., within each tab. One possible use is for accounts with multiple users; each tab can be laid out to his/her liking or even have different tabs representing different parts of a campaign. For example, set the homepage as a news and to-do list, the next tab set as the reports tab, and another as a Merchant/Affiliate tab.
For those migrating from another network and accustomed to a particular layout or report being on the homepage, it is no longer a problem to have all the reports in the same places. ShareASale’s homepage customization allows everyone to have the necessary reports in any desired layout.
For example, Merchants migrating from the Google Affiliate Network can see all the same reports as before with a little customization…see below
Don’t be afraid to move panels around! You may find a layout that makes your life easier!