This video explains our Partners section, which includes managing your Advertisers and Publishers in Opta.
What Are Partners?
In Opta, partners are split into two types:
Advertisers – Entities you’re delivering leads to (clients or internal buyers)
Publishers – Sources you’re receiving leads from (vendors or owned media)
You can track lead volume, performance, and revenue by partner.
Advertisers: Setup & Access
The Advertisers tab shows a snapshot of:
Active advertisers
Inactive advertisers
Pending or expired invitations
Adding an Advertiser
Add an advertiser whenever you’re setting up a new campaign:
If you’re an agency, this is typically your client
If you’re a brand, you can add your own company as the advertiser
Managing Advertisers
Status Toggle – Switch between active/inactive
New User – Invite advertiser contacts (optional). They’ll receive a free login to a portal with reporting access
Multiple Users – Add, delete, or replace users at any time
Campaigns Icon – View which campaigns are linked to that advertiser (blue = active, gray = inactive)
API Access – Grant access to reporting via token-based API (optional)
Invitations
Pending invites will appear in the lower section of the screen:
You can resend or edit an invitation if needed
Expired invites are listed if not accepted in time
Publishers: Setup & Access
The Publishers screen is structurally similar to Advertisers but includes campaign-level access controls.
Adding a Publisher
Add a publisher to all campaigns or specific ones directly from this screen
This is faster than linking them from each campaign manually
Publisher Logins
Publisher logins serve two major purposes:
Access to Posting Instructions – No need to send files manually
Campaign Reporting – Publishers can view performance and delivery results in real time
Whenever possible, use publisher logins to reduce manual communication and errors.
Linking Advertisers & Publishers to Campaigns
You can assign partners to campaigns either from the campaign builder or using Command + K to jump quickly to a campaign.
Advertiser Assignment
Each campaign currently supports one advertiser
Use the Advertiser dropdown to link the campaign to a buyer or internal team
Publisher Assignment
Use the Publisher tab inside a campaign to allow publishers to post leads
Here you can also manage:
Affiliate ID
Sub ID
Posting instructions
Reporting visibility
Summary
The Partners section helps you centralize advertiser and publisher setup, access, and reporting. Use:
Advertiser logins for client visibility into campaign results
Publisher logins to streamline posting instructions and reduce support tickets
Partner-to-campaign links to ensure clean delivery paths and accurate reporting
As always, please reach out to [email protected] or use our support chat for any questions related to our dashboard.