Focus on Success With Our Training & Education Services

Client success is our number one priority. And it starts with our commitment to helping you maximize your DirectTrack investment through comprehensive training and education services.

We offer a wide array of training and education options—all catered around your specific business needs, requirements and budget:

  • Custom Training
  • Launch/Start-Up Training
  • DirectTrack University

Custom Training (top of page)

Driven by constant technological innovation, the world of affiliate marketing continues to evolve at a rapid pace. Staying ahead of the technology curve while honing your employees´ skills and knowledge is increasingly important for maintaining a competitive edge, reducing turnover, and recruiting quality talent. It´s also critical as you seek to identify and leverage potential growth opportunities.

Drawing on our deep industry experience and best-practices methodology, our dedicated professional education consultants will work closely with your staff to develop, plan and deliver customized platform training around your needs. Topics, instructors and training techniques will all be custom tailored for each organization based on an up-front needs assessment.

Launch/Start-Up Training (top of page)

When it comes to setting up and launching an affiliate network, getting started is often the hardest part—especially if you are focused on other aspects of running your business or are unfamiliar with the platform. To help mitigate these concerns, DirectTrack offers curriculum-driven training packages specifically geared around the fundamentals.

Let our DirectTrack platform specialists walk you through the basics of account set up—from interface configuration and branding to email and notification set up. We´ll also bring your team up to speed on our affiliate and campaign management functionality—from setting up the affiliate approval process to creating campaigns and adding creatives. Additionally, we offer more comprehensive launch training packages that include advanced topics such as ad pools, co-registration and campaign syndication. No matter where you are in your launch process, we´ll have your team up and running in no time.


At DirectTrack, we understand that continuing education is a key to affiliate marketing success. That´s why we developed DirectTrack University.

We encourage you to join our team of experienced training professionals as they educate you on a wide variety of mission critical topics. Each course is specifically designed to increase hands-on working knowledge of the DirectTrack platform—with a primary emphasis on real-world application.

Upon completion, students (at a minimum) will understand how to:

  • Leverage the powerful campaign optimization tools, features and functionality found within DirectTrack to reach and exceed revenue goals
  • Personalize DirectTrack´s communication and notification tools to build and nurture sustainable relationships that attract, retain and activate the highest-performing affiliates
  • Improve and optimize their network in order to pull in the best offers from national brands
  • Private label DirectTrack to improve brand consistency, awareness and look & feel across all online business assets
  • Optimize administrative and application setup tools and protocols for maximum productivity and ease of use
  • Apply DirectTrack best practices and real-world scenarios to your business in order to avoid costly affiliate marketing program pitfalls and mistakes


Our “content-rich” online training curriculum consists of five (5) interactive webinar courses, structured into three (3) sessions each (15 sessions in total)—all delivered by highly trained and skilled technical education professionals. Flexible curriculum options and pricing lets you determine exactly the right amount of training for your staff—from a single course to the entire five course program.

Each of our instructors comes with a deep understanding of the platform and industry—along with a proven training background. Courses are offered on a continual basis that allows students to complete the entire curriculum in five weeks.

Curriculum Synopsis: (top of page)

System Overview (week one)

This course instructs students on the inner workings of proper application setup, while exploring affiliate marketing best practices.

  • Interface and Navigation
  • Managing Affiliates
  • Fraud Management
  • Essential Settings
  • Financial Management
  • Managing Campaigns
  • Managing Advertisers
  • Affiliate Interface


Customizing the Affiliate Interface (week two)

This course instructs students on how to private label DirectTrack to improve brand consistency, awareness and look & feel across all online business assets.

  • Overview of Interface Setup
  • Design Setup
  • Header I Footer I Menu
  • Public HTML Module
  • Sign Up I Logout Redirect
  • Marketing Site
  • Tying it all Together
  • CSS


Affiliate Management I Fraud Monitoring I Financial Management (week three)

The Affiliate Management track will instruct students on effective ways to attract, manage and communicate with affiliates as a means of building and nurturing meaningful publisher relationships.

  • Affiliate Signup Process
  • Affiliate Communication
  • Approving Account Changes
  • Affiliate Web Services
  • Global Third Party Pixels
  • Managing Blanket Payouts


The Fraud Monitoring track will instruct students on how to proactively identify and prevent fraudulent activity, while discussing the proper protocols used to minimize its impact.

  • Fraud Meter Setup/Thresholds
  • Common Fraud Tactics
  • Fraud Reports
  • Reviewing Affiliate Applications
  • Monitoring Affiliate Activity
  • Pro-Actively Monitoring Affiliates


The Financial Management track instructs students on the constructs of DirectTrack´s versatile financial management tools, with specific emphasis on financial reporting.

  • Weekly vs. Monthly Payments
  • Multiple Currency Management
  • Managing Financial Data
  • Managing Affiliate Payouts
  • Financial Reporting Overview
  • Payment Script Setup


Advertising Campaigns – 101 and 201 (week four)

Advertising Campaigns 101 will instruct students on how to apply campaign setup best practices in order to maximize profit opportunities.

  • Campaign Types
  • Creative Overview
  • Managing Leads
  • Reporting Overview
  • Suppression List / UnsubCentral
  • Third Party Pixel Management


Advertising Campaigns 201 allows students to explore advanced campaign management tools and tactics that can be used to enhance overall campaign performance for maximum ROI.

  • CrossPublication Management
  • Creative Overview (Flash I E-mail)
  • Modifying Campaign Statistics
  • Campaign Pixel Testing
  • Image Hosting
  • Creative Bundling


Leveraging APIs and PPC Ad Pools I Advanced Tracking I Mastering Co-Registration (week five)

The Leveraging APIs and PPC Ad Pools track instructs students on a variety of relevant topics, including:

  • Creating and Managing Ad Pools
  • Use of Sub IDs to Manage Keywords
  • Keyword EXCLUSION
  • API Overview
  • Advanced Targeting via Ad Pools
  • Best Practices of Paid Search


Advanced Tracking educates students about campaign tracking best practices while conveying knowledge beyond tracking basics.

  • Managing Sales Status
  • Multiple Landing Pages in a Creative
  • Offline Tracking Using Pixels
  • Custom Tracking Situations
  • Advanced API Calls
  • Understanding Links


The Mastering Co-Registration track instructs students on DirectTrack´s Co-Registration functionality.

  • Co-Reg & Lead Forms
  • Managing Co-Reg Campaigns
  • Co-Reg Reporting
  • Customizing Hosted Lead Forms
  • Affiliate Options for Sending Leads
  • Distributing Leads


Why Train with Us? (top of page)


  • Our qualified team of experts will ensure that you receive personalized attention
  • Dramatically increase your working knowledge of DirectTrack
  • We developed the software, so we know it from the code up
  • Upon program completion, you will receive a DirectTrack certificate and email signature
  • Your instructor is with you every step of the way—and all of the training materials are covered in a live web-based format
  • You will have an interactive Q & A session with one of our professional instructors after each class

Getting Started: (top of page)

DirectTrack University courses are scheduled on a monthly basis—so please call or contact us for the most current schedule and to discuss our flexible pricing options. contact us