Voluum Documentation

Editing Offers in Bulk

Voluum TRK Bulk Actions Offers

Bulk Actions is based on the mechanism of updating many entities at once using the CSV table format. Voluum enables you to modify the existing offers in bulk what speeds up the process of updating your data efficiently.

I. Export (All or Selected) Offers from Voluum

To be able to modify the existing offers, you need to download them from Voluum to your local machine.

To export offers from Voluum, perform the following steps:

  1. Sign in to Voluum.

  2. Go to Offers. The Offers view will show up.

  3. You might choose one of the available options:

    • To export all active offers, click the Bulk actions > Export all offers drop-down button.

    • To export only those offers that you want to update, in the Offers view select checkboxes next to the offers you want to export and then, click the Bulk actions > Export selected offers drop-down button.

      Tip

      Voluum Tip: If you press and hold the Shift button on your keyboard and select two entities in the Offers view, all entities between them will be selected automatically.

      The confirmation pop-up window will show up.

  4. Click the Ok button to confirm that you want to export the offers from Voluum.

  5. Save the CSV file with the exported offers locally on your machine.

  6. If the CSV file contains more than 250 offers, you need to split it into smaller files where each of them can contain maximum 250 rows with offers and one row (the first one) with a description.

    Caution

    Voluum Note:  Keep in mind that you should always save a copy of the originally exported CSV file locally, in case you would like to reverse changes after applying them to Voluum. The Voluum platform offers a bulk import for new or edited offers. There is no automated way of canceling the updates, so you would not be able to do this without the copy of the original CSV file.

II. Update the Offers Locally

Once you have got the CSV file with up to 250 exported offers, you can update the offer's properties. While modifying the offers, you need to remember to keep the Voluum's data structure in the file. Otherwise, you wouldn't be able to upload the CSV file to Voluum.

  1. Open the downloaded Voluum template with a CSV editor that works best for you.

  2. Modify entries for the exported offers following basic rules listed below:

    1. One offer is represented on a separate row in the CSV file.

    2. In the file, each row must end with a line break and each column must be separated with a semicolon.

    3. Offer's properties are added according to a certain pattern delivered within the Voluum template.

      Before you start editing the CSV file, read more about the way how the Voluum's data should be stored:

      A CSV Template with Edited Offers

      Each row in the CSV file might contain the listed pieces of information for one offer. Note that only certain pieces of information are required and they are associated with the required fields in the offer's form in Voluum. Other properties might remain blank.

      Offer ID: {offer_ID_specific_for_Voluum} ; # Property required; the offer ID is automatically available in the downloaded file

      Offer's name: {your_unique_custom_name} ; # Property required

      Offer's URL: {your_offer_URL} ;  # Property required

      Country: {two-letter_country_code} ; # Property optional; if blank, the Global value is set

      Affiliate network: {affiliate_network_ID_specific_for_Voluum} ;

      # Property optional; if applied the affiliate network entity must exist in Voluum before uploading the CSV file

      Payout: {payout_value} ;

      # Property optional; if blank, the Auto value is set

      Tags: {tags_separated_by_spaces} ; # Property optional

      Conversion cap enabled: {blank/true/false} ;

      # If blank, all below properties should be left blank; conversion cap will be turned off

      # If true, all below properties are required and conversion cap will be enabled

      # If false, all below properties are required, but conversion cap will be disabled

      Daily cap: {daily_limit_of_conversions} ;

      Time zone: {time-zone_code_acceptable_by_Voluum} ;

      Redirect offer: {your_redirect_offer_ID} ;

  3. Save the CSV files with all new offers locally on your machine. The file must be properly formatted and saved using UTF-8 character encoding.

III. Import the Updated CSV File to Voluum

When you have finished updating the offers in the CSV file, you only need to upload the file to the Voluum platform.

  1. Sign in to Voluum.

  2. Go to the Offers. The Offers view will show up.

  3. Click the Bulk actions > Import new offers drop-down button. The Import new offers form will show up.

  4. Click the Start importing button in the form (bottom right screen). The file upload screen will show up.

    Tip

    Voluum Tip: You need to follow a data pattern implemented in the Voluum platform to be able to upload many offers at once. It is highly recommended to always use the CSV template while importing offers in bulk.

  5. Select the prepared CSV file and upload it to Voluum.

  6. Wait until the CSV file will upload to Voluum. If any data is provided inaccurately, a list of errors will get displayed in the bulk import form. You will also find tips how to correct rows with the offers in the file to make it work properly.

    bulk_import_uploading_edited_offers.png
  7. Once the CSV file is uploaded to the Voluum platform, click the Import button (bottom right screen). You should see the message that the process of importing offers in bulk has finished successfully. All offers should be added to Voluum and displayed in the Offers view.

  8. Click the Close button in the Import new offers form. You have successfully added the offers to the Voluum platform.

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