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Bulk Payment Adjustments

Amanda Cross
Updated

Using a bulk payments adjustment, you can adjust the payouts and revenues for many calls at once. You perform this action on the Reporting screen. 

When you use bulk adjustments, you select multiple calls and override the Revenue and/or Payout for those calls to the same value.

This article contains the following sections:

Selecting the Calls

The first step in using the bulk payment adjustment feature is to select the calls you want to adjust. You can accomplish this in two ways.

Using the first method, you apply filters on the Reporting screen so the view shows only the calls you want to adjust. Use this approach when you want to adjust all calls for a day or date range based on a specific date, campaign, and publisher.

If you use the second method, you manually select the calls you want to adjust. Use this approach when you want to adjust just a few calls or when the calls you want to adjust don't all have the same date, campaign, or publisher.

Important: This process overrides the Revenue and/or Payout value for all the calls you selected with the value you enter, so select your calls carefully!

Method 1: Applying filters

Use the following steps to apply a filter:

  1. Click Reporting in the left navigation pane to expand the list of Reporting views. If you want to open a view you created previously, click it from the list. Otherwise, click Default. 
    reporting_nav.png
  2. Click a filter button from the area above the Timeline. If the filter you want does not have a button, click the +Filter button to choose the type of filter you want to create.
  3. Apply filters until the Call Details section of the Reporting screen contains only the calls you want to adjust. For example, the filters  in the image below limit the calls in the Call Details section to only those from the Top Flight Ads publisher, though the End-of-Year Push campaign, in the Last 30 days.  
    bulk_adjust_filter.png
  4. Continue to the Adjusting Revenue and Payout procedure later in this article.

Method 2: Clicking Rows

Use the following steps to manually select the calls you want to adjust:

  1. Click Reporting in the left navigation pane to expand the list of Reporting views. If you want to open a view you created previously, click it from the list. Otherwise, click Default. 
    Scroll to the Call Details section of the screen and find a call you want to adjust.
  2. Click the date in the Call Date column (or any part of the row that is not a link) to select it. The background of the row turns light gray to show it has been selected.
  3. Repeat this process for every call you want to adjust.
  4. Continue to the Adjusting Revenue and Payout procedure later in this article.

Adjusting Revenue and Payout

Once you have used one of the methods described earlier in this article to select the calls you want to adjust, use these steps to make the adjustment.

  1. If you are not already there, scroll to the Call Details section of the Reporting screen.
  2. Click the Edit Calls button and click Adjust Payments from the menu that appears.
    bulk_adjust_payments_option.png
  3. If you selected the calls by clicking rows, you can review your selection at this point. If you want to exclude any calls from the selection, click the x icon on the right side of the row. Click Continue.
    bulk_adjust_call_list.png
  4. Enter the new amount you want for the Revenue and/or Payout and click the Update Payout/Revenue button. You can adjust revenue or payout or both values.
    Note: Review the number of calls to be adjusted to make sure it matches what you expected.
    bulk_adjust_fields.png
  5. Review the confirmation window. When you are confident you want to make the change, click Confirm.
    bulk_adjust_confirm.png

After you click Confirm, the adjustment job begins. A message like this appears on your screen:

bulk_adjust_message.png

The application sends you an email with further details, including the campaign name, publisher name, Ringba inbound call ID, and revenue/payout before and after.
bulk_adjust_email.png

Note: All the account admins receive adjustments requests email alerts, even for adjustments requested by a different account admin.

Bulk Payment Adjustments FAQ

Can I update only Revenue or only Payout?

Yes, if you want to update only the revenue for a batch of calls, simply leave the Payout field blank on the Adjust Call Payments window. Likewise, if you want to update only the payouts, leave the Revenue field blank.

Can I update payments for calls that did not connect to a target?

You can use this feature to adjust the payout for calls that did not connect to a target, but you cannot adjust revenue for a call that did not connect because without a target, there is no revenue.

Use the same process described in this article to update the payout for calls that did not connect, but it is important that you leave the Revenue field in the Adjust Call Payments window blank or the update will fail. You can create a special batch of calls that did not connect or you can include them in a batch with calls that did connect. Either way, you must NOT include a value in the Revenue field.

If you include a value in the Revenue field, the updates will succeed for any calls in the batch that did connect, but both the payout and revenue updates will fail for the calls that did not connect. The success message will appear, but when you refresh the reporting, you see that neither the Revenue nor the Payout changed only for the calls that did not connect to a target. 

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