| Setup step | Ingenious | Client |
| Collection of information and resource-planning | x | x |
| Network setup | x | x |
| CNAME entries for DNS | x | |
| SSL certificate | x | |
| SMTP server | x | x |
| Network user interface | x | |
| Network configuration | x | x |
| Logo | x | x |
| T&C and imprint | x | x |
| System mail templates (optional) | x | x |
| Welcome messages (optional) | x | x |
| Contact emails | x | x |
| Advertiser categories | x | x |
| User roles | x | x |
| Create admin user | x | x |
| Partner migration (optional) | x | x |
| Partner categories | x | x |
| Define data format | x | x |
| Create test import | x | |
| Verify test data | x | |
| Provide csv file with full data | x | |
| Import csv file with full data | x | |
| Advertiser setup | x | x |
| Tracking domain CNAME entries (optional) | x | |
| SSL certificate (optional) | x | |
| Advertiser basic settings | x | x |
| Conversion targets and product categories | x | x |
| Product feed | x | x |
| Tracking code implementation | x | |
| Tracking test | x | |
| Advertiser configuration | x | x |
| Program description | x | |
| Logo | x | |
| Advertiser-specific T&C | x | |
| Ad media | x | |
| Commissions | x | x |
| Sales validation | x | x |
| Multi-channel tracking | x | x |
| Define structure for online marketing channels | x | x |
| Define channel priorities | x | x |
| Define exceptions from channel priorities | x | x |
| Set up tracking switch and deduplication rules according to channel priorities | x | x |
| Create partners in each channel and assign categories according to channel structure | x | x |
| Set up container tag and 3rd-party-tracking to connect partners | x | x |
| Test partner integration | x | x |
| Entity/payout configuration | x | x |
| Set up entity | x | x |
| Set payout logic | x | x |
| Provide self-billing invoice template | x | |
| Implement self-billing invoice template | x | |
| Provide tax-relevant company details and template changes | x | |
| Define billing and invoice prefix | x | x |
