2017 Agency Q4 Checklist

While Merchants might have just one program to manage, agency representatives often have multiple to keep up-to-date! The Merchant Checklist and Agency Checklist have similarities overall, but we’ve added some additional items for our agency partners to keep an eye on. Run through our to-do with each brand you represent. It will not only help you stay prepared, but will ensure that all your accounts are prepared for the “shop ‘til you drop” season.

2017 Q4 Agency Checklist

Update Client List in OPM Dashboard

Register/remove Merchants in OPM account to help us a) identify which accounts are agency-managed and b) expedite account support.

Update Contact Info

Remove any outdated email addresses or additional logins and update with current information.

Review Deposit Settings

Verify deposit settings and add secondary and backup gateway methods.

Clean-Up Program Details

Review items like program terms to make sure everything is up-to-date and any old/expired information is removed (i.e. rules, creatives, etc).

Create a Marketing Calendar

Highlight shopping days, big shipping deadlines and your own promotions.

Gain Exposure through the Holiday Center

Each agency account qualifies for a complimentary Holiday Ad placement per year.

Analyze Key Partners

Identify top publishers YTD to determine key partners for upcoming season.

Create Incentives

Build rules based on incentives or performance as a way to engage and activate Affiliates – i.e. additional 5% the week before Black Friday/Cyber Monday.

Prepare Creatives & Promotions

Make sure banners are available ahead of time and are relevant to the holiday/season.

Enhance Datafeed

Optimize feed by including fields such as Thumbnail Images, Short Description/Description, Search Terms, Add to Cart URL, etc.

Schedule Newsletters

Include relevant marketing/product information to help Affiliates better promote your brand (gift guides, etc).

Test Commission Rules

Test tracking and run through commission rules prior to peak times to ensure everything is executing as intended.