Affiliate Manager

Affiliate marketing campaigns can range from simple one-link setups to more elaborate systems with multiple stages. The configuration of your campaign is a crucial factor in its success. To achieve optimal results, it’s essential to tailor the campaign structure to meet your business goals, audience, and affiliate interactions. Getting Started with Your Campaign To kick off the campaign creation process, click the "+Add" button located at the top-right corner of your screen. Assigning a Campaign Name Enter a distinctive and memorable name in the "Campaign Name" field. A unique identifier will help you easily manage and distinguish this campaign from others. Specifying the Lead Source Choose the source from which your affiliates' leads will be generated. Ensure any related funnels or websites are correctly linked to a domain. If you haven’t already linked your domain, you can do so in the funnel setup section. You can preview your affiliate campaign URL here. Selecting Eligible Products Pick the products for which affiliate commissions will apply. Keep in mind that the campaign can only go live once the required products and affiliates have been chosen. Feel free to save your campaign at any point and return later to add the necessary affiliates and products. Click "Next" to move to the commission settings, which apply if a funnel or website is chosen as the source. This section will be skipped if you select forms, surveys, or calendars. Setting Commission Rates Decide on the commission rate, which is the percentage of each sale that affiliates will earn. You can customize the commission percentage for different products, ensuring a fair reward for affiliates based on their contributions. If you’re offering multiple products, you can set different commission rates for each one. Organizing Affiliate Tiers Create multiple earning tiers within the same campaign. This tier system allows you to categorize affiliates by different levels of earnings. Hit "Save" to finalize the details of your affiliate tier system. Providing a Campaign Overview Use the "Campaign Description" section to give a brief summary of your campaign’s purpose and key objectives. This will help ensure all involved parties have a clear understanding of the campaign's mission. Adding Affiliates to Your Campaign Select from the list of available affiliates to add them to your campaign. Each affiliate will receive a unique link for tracking purposes, and they can participate in multiple campaigns simultaneously, with a distinct tracking link for each one. Choosing an Onboarding Email Template From the email template dropdown, select the template you’ll use to onboard new affiliates and provide them with promotional instructions. Determining Cookie Duration Set the number of days the tracking cookie will remain active in the lead’s browser. This setting ensures accurate tracking of lead activities over a specified period. Setting Payout Frequency Choose how often affiliate payments will be processed. This allows you to control the payout schedule and manage affiliate compensation according to your cash flow and preferences. Enabling Setup Fee Commissions If any of your products include setup fees, you can toggle this option to include those fees in the affiliate’s commission calculation. Configuring Sub-Affiliate Options For campaigns with multiple affiliate tiers, you can activate sub-affiliate forms. Additionally, you can choose to automatically enroll new customers as sub-affiliates under the referring affiliate. Finalizing Your Campaign The last step is to either publish your campaign or save it as a draft for later. If everything is set, click "Publish Now." If you’re not ready to make the campaign live yet, save it as a draft. By following these steps, you can create and manage an effective affiliate marketing campaign that aligns with your business goals and maximizes growth.

Your CRM platform allows for manual sales assignments to affiliates. This can be especially helpful in certain cases: 1. Online Sales Without Affiliate Link: When a sale is made online, but the affiliate link wasn’t used, you can manually assign it to the correct affiliate. 2. Offline Sales Recording: For offline sales, you can register and attribute the sale to an affiliate for proper commission tracking. Step-by-Step Instructions for Adding Sales Manually Handling Online Sales with No Affiliate Link 1. Locate the Unassigned Sale: Find the sale that was processed online but not linked to an affiliate. 2. Choose the Appropriate Affiliate: Head over to the Affiliate Manager, search for the affiliate, and click their name to proceed. 3. View Affiliate Profile: Scroll through the affiliate's profile page until you reach the "Commissions" section. 4. Manually Add Commission: On the right-hand side, click the "Add Sales Manually" button to begin assigning the sale. 5. Enter Sale Details: A form will appear where you can select the customer’s email. Once selected, both the customer and affiliate names will populate. Fill in details like campaign name, revenue, and sale date. Click "Submit" once all fields are completed. 6. Manual Commission Tag: Any manually assigned sale will be marked as “Manual Commission.” Recording Sales Made Offline 1. Log the Offline Sale: Navigate to the payment section to create an invoice for the offline transaction. 2. Create a New Invoice: Fill out the required information, such as the client’s details, product description, total amount, and payment method (e.g., cash for in-person sales). 3. Save and Confirm Payment: Once the invoice is saved, manually record the payment to ensure it appears in your system. 4. Assign Sale to Affiliate: Go back to the Affiliate Manager and follow the same procedure as for online sales, assigning the offline sale to the relevant affiliate. Troubleshooting and Frequently Asked Questions Why doesn’t the sale appear under the affiliate’s record? Double-check that the correct email and transaction details were entered. If the sale still doesn’t show, try refreshing the page after a short wait. Can I split one sale between multiple affiliates? Unfortunately, sales can only be attributed to one affiliate at a time. Select the affiliate most responsible for driving the sale.

Summary of New Affiliate Manager Features Recent updates to the Affiliate Manager have introduced two significant improvements: enhanced invite emails and the integration of magic links. Below is an overview of these new features: Minimized Spam Risk: The revamped invite emails now use custom domains, drastically reducing the likelihood of being flagged as spam. This helps ensure that your affiliates receive essential information without delay. Simplified Affiliate Access: Magic links have been added to streamline the login process, allowing affiliates easy access to their portal without needing to remember passwords. These links provide instant access to performance and commission data. Improved User Experience: These updates aim to enhance the efficiency of affiliate management, fostering smoother communication and improving the overall experience for both the business and its affiliates. Step-by-Step Instructions for Using the New Features Here’s how you can start leveraging these new capabilities: Accessing the Affiliate Manager 1. From your CRM dashboard, go to the left sidebar and locate the Marketing tab. 2. Click on the tab and select Affiliates from the Affiliate Manager dropdown menu. Viewing Affiliate Information 1. Choose an affiliate to view their detailed profile. Creating Magic Links 1. Within the affiliate's profile, locate the option labeled Login Details. 2. Clicking on it will generate a magic link. Copy the link and send it to the affiliate for easy access. Real-World Applications and Benefits These enhancements can positively affect your affiliate program's management. Here are a few ways to use them: Onboarding New Affiliates: The improved invite emails ensure that new affiliates promptly receive all necessary communication, minimizing delays. Streamlined Portal Access: Affiliates juggling multiple platforms will appreciate the ease of magic links, allowing them to quickly check their performance and earnings without the hassle of remembering login details. Better Communication: With the decreased chance of emails being marked as spam, you can more reliably inform your affiliates about promotions, changes to commission structures, or important feedback. FAQs and Troubleshooting Tips Q: What should I do if an affiliate doesn't receive the invite email? A: Ask them to check their spam or junk folders first. If it's still not there, verify the email address and resend the invitation. Q: Can I customize the content of the invite emails? A: Yes, the invite emails can be customized to align with your brand’s tone and messaging. This option is available within the Affiliate Manager settings.

Monitoring leads generated by your affiliates is crucial, and while tracking is straightforward when selling products, it's equally important when leads don't immediately convert into sales. In such cases, Forms, Surveys, or Calendars can be leveraged to track those leads effectively. Selecting Your Lead Source Start by choosing one of the three available sources. Once you've made your selection, the rest of the process remains consistent. Use the "Select source details" drop-down menu to pick your source, and then hit "next."  Setting Up Affiliates Without Commission Structures Lead tracking doesn’t require commission settings, but affiliates still need to be added. You also have the flexibility to provide a description or modify the settings, similar to when managing commissions.  Viewing Lead Sources Linked to Affiliates As affiliates start bringing in leads, you can quickly check the source by navigating to "Affiliates," selecting the specific affiliate, and scrolling to the "Leads" section.  Tracking Leads for Enhanced Affiliate Management This straightforward process will enable you to efficiently track leads generated by your affiliates through appointments, submissions, or other non-sales methods. Even if sales occur outside the platform, this system allows easy manual assignment of sales to the appropriate affiliate. Reminder: Custom Embeds do not support lead tracking. You must add forms, surveys, or calendars as components within a funnel or webpage to activate tracking.

Multi-tier commissions, often associated with multi-level marketing (MLM), are a widely used structure in affiliate marketing programs. Our platform allows you to create up to seven tiers of commissions, enabling affiliates to earn from both their sales and the sales made by their sub-affiliates. This encourages affiliates to grow their network and earn passive income, increasing your program’s reach. In a multi-tier commission system, affiliates benefit not only from their own efforts but also from the work of their recruits. You can customize the commission structure, either setting fixed rates or percentages per tier based on the total sales value. This approach allows for a balanced system of rewarding affiliates while ensuring your campaign remains profitable. Understanding Multi-Tier Commission Structures With a multi-tier commission model, different percentages are assigned to various levels of affiliates. Below is an example to illustrate how this might look: First-tier affiliate: 20% commission Second-tier affiliate: 10% commission Third-tier affiliate: 5% commission Fourth-tier affiliate: 3% commission Fifth-tier affiliate: 2% commission For instance, if Affiliate A refers a $100 sale: Affiliate A (first tier) earns $20. Affiliate B (second tier) earns $10. Affiliate C (third tier) earns $5. Affiliate D (fourth tier) earns $3. Affiliate E (fifth tier) earns $2. In total, $40 is paid in commissions across all levels for this sale. Our platform simplifies this process, making it easy to manage and track commissions across multiple tiers. Step-by-Step Process for Setting Up Multi-Tier Commissions Step 1: Launch a New Affiliate Campaign Start by selecting the +New button to initiate a fresh affiliate campaign.  Step 2: Activate Multi-Tier Commissions In the advanced commission settings, activate the multi-tier option. Choose how many tiers you want to implement.  Step 3: Define Commission Rates for Each Tier Set commission rates for each level. You can apply these rates by default or configure them based on specific products, motivating affiliates at each tier.  Step 4: Finalize and Confirm Settings Review all settings and click Save to confirm your configurations for the advanced commission structure.  Step 5: Publish the Affiliate Campaign Once everything is configured, click Finish to publish your campaign. You can choose to publish right away or save it as a draft for further edits.  You can also adjust additional settings, such as: Assigning Affiliates: Add affiliates to the campaign or create new ones. Email Templates: Choose default templates for sending campaign details to affiliates. Cookie Duration: Set how long cookies will track affiliate sales. Payout Terms: Specify the terms for paying commissions to affiliates.  By following these steps, you can easily set up a multi-tier affiliate campaign, helping affiliates grow their networks while maximizing the reach and success of your program.

If you’re running affiliate marketing efforts, utilizing sub-affiliates can significantly enhance your results. Sub-affiliates help broaden your network and audience reach, allowing you to scale your campaign further. You can activate this feature from the start or integrate it at any stage of your ongoing campaign. Step-by-Step: Accessing the Affiliate Manager Settings To get started, head over to your Affiliate Manager located in the Marketing section, and then open the Settings. Within the Settings, the Default Campaign preferences will be displayed.  Enabling Sub-Affiliate Sign-Up: Customizing Your Form Switch on the “Sub-Affiliate signup page” option. This will reveal a drop-down where you can pick a form. Ensure that the first name, last name, and email fields are set as required; without them, the form will not be usable. Once your form is selected, hit Save. You can always revisit and modify these settings later.  Adding Sub-Affiliates to a New Campaign While creating a new campaign, you can also enable the sub-affiliate feature during the final stage. Just expand the Additional Settings section and turn on the option for sub-affiliates.  How Sub-Affiliates Appear in Your Network When this feature is activated, each affiliate will be provided with a unique sub-affiliate sign-up link. Any sub-affiliates they recruit will be automatically linked to their account. 

Key Insights on the Affiliate Deletion Feature Before learning how to use this functionality, it's crucial to understand the main benefits and outcomes: Effortless Affiliate Oversight: This tool helps you manage your affiliate network more efficiently, making it simple to remove affiliates when needed. Thorough Data Removal: When an affiliate is deleted, all their related data—such as leads, customers, commissions, and payouts—is erased, ensuring a clean record for your program. Greater Control Over Your Program: You have full control over removing affiliates that no longer serve your program’s goals. Step-by-Step Process to Remove Affiliates To make the most of this feature, follow these instructions: 1. Go to the Affiliate Management Section: From the left-hand menu, go to the marketing area. Then, navigate to "Affiliate Manager" followed by "Affiliate" in the top bar. 2. Select the Affiliate to Remove: Identify the affiliate you want to delete. Click on the three dots beside their profile to access more options. 3. Confirm the Removal: A confirmation window will appear. Click the delete button to complete the process. Key Considerations and Best Practices Act with Certainty: Since this action permanently deletes all data related to an affiliate, ensure you're certain before proceeding. Periodic Affiliate Network Reviews: Regularly assess your affiliate network to remove underperforming or irrelevant affiliates to keep your program optimized. Common Issues and FAQs What happens to an affiliate’s data when deleted? All associated data, including leads, customers, commissions, and payouts, is permanently removed and cannot be recovered. Is it possible to delete multiple affiliates at once? Currently, affiliates must be deleted one by one to prevent unintentional deletions. Can I recover an affiliate I deleted by mistake? Unfortunately, once an affiliate is deleted, the process cannot be reversed, so it’s important to review carefully before confirming the action.

Recognizing the Value of Personalized Affiliate Coupons Before setting up your affiliate coupons, it's essential to grasp the benefits of providing personalized discount codes to your affiliates: Enhanced Motivation for Affiliates: Offering exclusive discounts encourages affiliates to promote your products more actively, leading to better sales outcomes. Effortless Setup Process: Our CRM is designed to simplify the creation of affiliate coupons, making campaign launches straightforward and efficient. Higher Sales Potential: Unique discount codes incentivize purchases, boosting overall sales and the success of your affiliate strategy. Detailed Process for Generating Affiliate Coupon Codes Here's how to create personalized coupon codes for your affiliates within the CRM platform: Navigating to the Affiliate Management Section Go to the Affiliate Management area located under the Marketing tab of your CRM. Select "Affiliate" from the dropdown list. Allocating an Individual Coupon Find the relevant affiliate, click the dropdown menu on the far right, and choose “Add Coupon”. Input the necessary details for the coupon, such as the code and the discount type (e.g., percentage off). Tip: You can also assign coupons directly from the affiliate's profile by following these steps: 1. From the affiliate list, click on the name of the affiliate to whom you want to assign a coupon. 2. Scroll down to the Active Referral Links section in their profile. Here, you’ll see all the campaigns the affiliate is linked to, along with their referral URL. Click "Customize" next to the desired campaign. 3. Switch to the Coupon Code tab and fill in the details, including the name of the coupon, the code (or generate a new one), and the discount specifics. Once saved, the coupon can be managed or modified as necessary. After saving, the coupon is ready to go! Share the coupon code with your affiliate so they can offer their audience exclusive savings. Common Issues and Answers Q: What should I do if the coupon code isn’t working? Ensure the coupon code is entered correctly and verify if there are any restrictions preventing its use. Q: Is it possible to create multiple coupons for one affiliate? Yes, you can generate multiple coupons for a single affiliate, but it’s important to manage them properly to prevent confusion. By following this guide, you can easily implement affiliate coupons to enhance your marketing efforts and drive higher sales.

Why This Feature Is Beneficial Replicating a campaign can drastically reduce the time and effort needed to establish new marketing initiatives. By duplicating the settings and configurations of existing campaigns, the process becomes much more streamlined, promoting consistency throughout your marketing efforts. Use this tool to efficiently handle and deploy affiliate campaigns with ease. Step-by-Step Instructions Follow these steps to utilize the campaign cloning feature: 1. Open the Affiliate Manager: Navigate to the Marketing section and access your Affiliate Manager. 2. View Your Campaigns: Click the "Campaign" tab to display your current campaigns. 3. Start Cloning Process: Identify the campaign you wish to duplicate and click on the three dots next to it. 4. Opt for "Clone Campaign": From the dropdown menu, select the "Clone Campaign" option. 5. Assign a New Name: Input a suitable name for your cloned campaign. 6. Choose Affiliate Inclusion: Decide whether to keep the affiliates from the original campaign or create a fresh affiliate list. 7. Save Your Campaign: Hit "Save" to complete the cloning process. Important: The cloned campaign will initially be inactive, giving you the opportunity to adjust settings before making it live. Frequently Asked Questions Q: What are the benefits of campaign cloning? This feature allows you to recreate existing affiliate campaigns quickly and effortlessly, saving time and promoting uniformity in your marketing strategies. Q: Can I make changes to the cloned campaign before publishing it? Yes, since the cloned campaign is inactive at first, you can make any necessary adjustments to the settings and configurations before launching it.

To include a new affiliate, start by selecting the "Add" button, which can be found in the upper right corner of the Affiliate page. From there, you can proceed with one of the following options: Manually Creating an Affiliate Profile You can manually enter the affiliate’s information by clicking the “+ New Affiliate” button and completing the required fields: Email Address: Input the affiliate’s email, as their unique referral link will be sent via email. First and Last Name: Enter the affiliate’s full name. Company (Optional): If applicable, include the name of the affiliate’s company. Campaign Assignment: Choose which campaign the affiliate will be attached to, noting that only one campaign can be selected per affiliate. Once all the necessary information has been entered, click "Done" to complete the process, or choose "Save and Continue" if you wish to input additional details such as phone numbers, VAT ID, address, or social media profiles. You may also customize the affiliate's referral link or add promotional coupon codes in the advanced settings. To finalize the process, click “Done” to save all the details and officially add the affiliate. Bulk Affiliate Upload Process For bulk uploads, you can upload a list of affiliates using a CSV file. Begin by clicking the “Add” button, then select "Upload Affiliate," which will take you to the upload page. Instructions for Bulk Affiliate Upload 1. Upload the File: Make sure the file is saved in CSV format and includes columns for First Name, Last Name, and Email. The maximum file size is 50MB, and a sample CSV file can be downloaded for reference. After uploading, click "Next." You can switch to manually adding affiliates at any time by selecting the corresponding button. 2. Map Data Fields: Match the columns in your CSV file with the affiliate table fields. Fields that are successfully matched will be highlighted in green, while mismatched fields will be marked in red. 3. Name Your File: In the final step, name the file you’re uploading. You can either keep the default file name, which will include the date and time of the upload, or enter a custom name. Advanced Bulk Upload Options In the advanced section, you can specify whether to: Add the data as new affiliate records, update existing ones, or merge new data with existing records. Choose how to handle empty fields, either by updating or skipping them. Importing Affiliate Information from Contacts To streamline the process, you can import affiliate data directly from your contacts. Click the “Add” button and select "Import from contacts" to navigate to the contact selection page. After choosing the contacts you want, click "Import" to transfer their details to the affiliate list. After the import, the new affiliates will appear at the top of the list within a few minutes. Reminder: Ensure every affiliate is correctly assigned to the relevant campaign after uploading or importing them.

Accessing the Affiliate’s Account 1. Navigating to the Affiliate Manager: First, open the 'Affiliate Manager' section located under the 'Marketing' tab in your CRM dashboard. This is the primary area for managing your affiliates. 2. Choosing the Desired Affiliate: From the displayed list of affiliates, locate and click on the profile of the affiliate for whom you want to assign sub-affiliates. Steps for Adding Sub-Affiliates After navigating to the affiliate’s profile page, you can follow the steps below to assign sub-affiliates: 3. Accessing the Sub-Affiliate Section: Scroll to the bottom of the page until you find the 'Sub-Affiliate' tab. Click on this tab to view a list of sub-affiliates already linked to the affiliate. 4. Inserting a New Sub-Affiliate: On the right side of the screen, there will be an option to add a new sub-affiliate. Click it to open a pop-up form. 5. Selecting the Campaign: The pop-up window will first prompt you to choose the campaign for which the sub-affiliate will be added. By default, the campaign where the parent affiliate is linked will be selected. 6. Choosing an Existing Affiliate: The pop-up provides two lists. The first list shows available affiliates in the system, and the second one displays sub-affiliates currently associated with this affiliate. Search by name or email and select the appropriate profile. 7. Removing a Sub-Affiliate: If you wish to remove a sub-affiliate, click on their profile within the 'Sub-Affiliate' section. 8. Saving Your Selections: After adding or removing sub-affiliates, click 'Save'. If the sub-affiliate is not yet registered on the platform, you can create a new profile by selecting 'Add Affiliate', filling in the necessary details, and saving the information. Common Issues and Questions Why isn’t the 'Save' button working?: Ensure all required fields are filled out correctly and that you have a stable internet connection. If the issue continues, try refreshing the page or reaching out to support. Can I add multiple sub-affiliates at once?: Yes, the platform allows for bulk addition of sub-affiliates. How can I remove a sub-affiliate?: To remove a sub-affiliate, simply click their profile in the 'Sub-Affiliate' tab and confirm your changes.

Customizing the labels within your Affiliate Manager brings several advantages: Clear Communication and Brand Consistency: Adjusting the platform to reflect your industry’s language and branding ensures that everything remains aligned and easy to understand. Boosted Affiliate Interaction: Using terminology familiar to your audience makes the platform more engaging and intuitive, leading to increased involvement from affiliates. Enhanced User Experience: A tailored experience creates a more seamless interaction for users, encouraging satisfaction and loyalty within your affiliate network. Simple Steps to Modify Affiliate Manager Labels To effectively customize labels within your Affiliate Manager, follow these steps: 1. Access Your CRM Account: Log into your CRM platform using your account credentials. 2. Enter the Affiliate Manager: Once logged in, navigate to the Marketing section and select Affiliate Manager to begin the customization process. 3. Find the Customization Settings: Within the Affiliate Manager’s settings, locate the “Customizations” feature to adjust the labels. 4. Choose the Labels You Wish to Modify: Customize labels for tabs, affiliates, campaigns, and more to suit your industry or target audience for better clarity and engagement. 6. Save Your Updates: Ensure you save all changes to apply the new labels across your Affiliate Manager. Following these steps will help you create a more branded and engaging platform for your affiliates. Common Issues and FAQs About Label Customization If you encounter any issues while personalizing labels in your Affiliate Manager, here are a few solutions to common problems: Can’t locate the Customizations setting: Make sure you’re in the correct section of your CRM. If the issue persists, your account might not have the necessary permissions—contact your CRM admin for support. How frequently can labels be updated? You can modify the labels as often as needed to keep your platform aligned with any changes in branding or industry terminology. Will changing labels affect data? No, modifying a label only changes how information is displayed—it won’t affect existing data or affiliate details.

Important Reminder: Before starting, make sure your PayPal account is linked properly. You can verify this by visiting the Payments tab and selecting Integrations. If the account is connected, you'll see a "Manage" option. If not, please connect it. We have several articles available for assistance if needed. This guide will help you streamline and automate your affiliate commission payments using PayPal. Instructions for Automating Affiliate Commission Payouts: 1. Access the Payout Section in Affiliate Manager Begin by navigating to the Affiliate Manager found under the Marketing section, and click on the Payout tab. 2. Select Affiliates for Payment Head to the "Approved for Payout" area, and mark the checkbox next to each affiliate you wish to send payments to. 3. Process Payment for a Single Affiliate If you are paying an individual affiliate, click the $Pay button next to their name to process their payment. 4. Pay Multiple Affiliates at Once To pay several affiliates at the same time, select the affiliates you want to pay, then click the Pay button located at the top of the list. 5. Confirm Payment Details Review all the payout information. If everything is correct, select Pay Now to finalize the transaction. 6. Adding PayPal Accounts for Affiliates If any affiliate hasn't added a PayPal account, click on Add Account to set it up. Once that's completed, click Pay Now to proceed with the payment. Viewing Completed Payments: After the payments are processed, you can view successful transactions under the Paid section. For more details on individual payments, click the three dots next to the specific payment. And that’s all! This guide ensures you can efficiently process commission payments for your affiliates. Note: PayPal may take some time to fully process the payments. If you notice the status showing as "Pending," click the refresh button to check for updates.

In affiliate marketing, an affiliate is someone who promotes your products or services by sharing a unique affiliate link. When a customer makes a purchase through their link, the affiliate earns a commission. You also gain revenue from the sale, making it a mutually beneficial arrangement. To begin adding affiliates, head to the Marketing section and select the Affiliates tab from the Affiliate Manager dropdown.  Utilizing the Search Function To quickly locate an affiliate, use the search bar to enter the name you're looking for. This filters the list, helping you find the exact affiliate faster.  Sorting Affiliates by Date Joined You can filter affiliates by their joining date, making it easier to track campaign performance and monitor recruitment strategies over specific periods.  Monitoring Affiliate Activity Once an affiliate is selected, you can track their performance across all or individual campaigns with a convenient summary view.  Modifying Affiliate Profiles If you need to update an affiliate’s profile, simply click on the Edit Affiliate details button to make changes.  Analyzing Affiliate Data The Statistics Dashboard allows you to view detailed information on affiliates’ performance, including: Date Range Filtering: Analyze performance over a specific timeframe by setting start and end dates. Revenue: Displays the total revenue generated by the affiliate. Amount Owed: Shows how much is owed to the affiliate. Leads Generated: See how many leads the affiliate has brought in. Customer Count: Track how many customers were brought in through the affiliate’s unique ID. Overview of All Campaigns The All Campaign section provides an overview of all your campaigns: Commission Overview: Displays the status of commissions—whether they are pending, denied, or approved—as well as total unpaid commissions. Payout Overview: Offers insights into payout statuses, including pending, approved, or completed payments.   Detailed Campaign View Switch between tabs to get a breakdown of individual campaigns for more detailed tracking of each affiliate’s involvement.  Displaying Deleted Campaigns To view deleted campaigns, turn on the Show Deleted Campaigns toggle.  Adding Affiliates to Campaigns To assign an affiliate to a specific campaign, click the Add to a Campaign button.  Customizing Referral Links In the Active Referral Link section, you can view and edit all active referral links. Use the Customize button to change the referral ID or to add a coupon code.  Overview of Affiliate Activities The Affiliate Table allows you to view all activities related to each affiliate. The data is only available while campaigns are active and includes: Commission Details: Track commissions earned across different campaigns. Search Filter: Use the search filter to narrow results by commission status (e.g., pending, approved, denied). Manual Sales Entry: Add commissions manually by clicking the corresponding button. Customer and Revenue Information: View details about revenue and customers associated with each affiliate’s campaign. Managing Leads The Leads section helps you track and manage leads, showing information such as: Search Feature: Find leads quickly by entering a name or email. Add Leads: You can manually add new leads or import from existing contacts. Lead Information: Displays details like name, email, and campaign association. To remove a lead from an affiliate, click the three dots next to the lead and select Delete Lead.  Customer Management In the Customers section, you can manage information about customers linked to affiliates: Search Bar: Find customers easily by name or email. Customer Information: Displays customer names, emails, and associated campaigns. Customer Status and Revenue: See whether the customer is new, active, or inactive, and track their revenue contribution. Payout Management The Payout section allows you to handle payouts for affiliates: Filter by Status: Filter payouts by pending, approved, or denied status. Payout Details: View information such as due dates and payout amounts for each campaign. Managing Payment Methods In the Payout Methods section, you can manage the affiliate’s payment methods: Payment Provider Information: Currently limited to PayPal. Account Information: View the email address associated with the payment method. Method Status: See whether the payment method is active. Sub-Affiliate Management For campaigns with a multi-tier structure, the Sub-Affiliate section lets you manage sub-affiliates: Search and Add Sub-Affiliates: Easily find or add sub-affiliates by name or email. Sub-Affiliate Data: View sub-affiliate details, including their campaigns, customers, and leads. Payout and Revenue Information: Monitor payouts owed and revenue generated by sub-affiliates.   With this comprehensive guide, you're now equipped to efficiently manage your affiliates and maximize your affiliate marketing efforts. For more insights, feel free to explore additional resources in the Affiliate section!

Overview This section allows affiliate managers to view all generated payouts, with options to either approve or deny them. When a customer signs up using an affiliate link, the corresponding commission and payout are recorded. These details appear in the 'Payout - Pending' section on the first day of the following month or according to your system's setup. Once a payout is approved, the affiliate manager exports the relevant data in CSV format and uploads it to the payment gateway for manual processing. After the payment is completed, the manager must update the status to "Paid" in the Affiliate Manager system to ensure accurate reporting for both the affiliate and the campaign. Payout Overview Search Function To quickly locate a specific affiliate, simply use the search bar by typing in their name. This feature helps you find the necessary affiliate swiftly from the list. Exporting Data Once an affiliate's payment has been approved, you can export their payout data by clicking the "Export" button. This creates a CSV file, which can then be uploaded to the payment gateway for manual payment processing. Managing Affiliate Payouts Pending Payouts Each campaign's monthly payout details are shown in this section. The affiliate manager must approve payouts for eligible affiliates by selecting "Approved for Payout." Affiliate Name: Displays all affiliates across all campaigns. Email: Shows the email addresses linked to each affiliate’s unique ID. Campaign: Lists the campaigns that the affiliate is involved in. Amount: Displays the total pending payment for each affiliate. Approved Payouts Once an affiliate's payment is approved, it moves to the "Approved for Payout" tab. The manager then exports the affiliate details, including the payout amount, and uploads this information to the payment gateway. Affiliate Name: Displays all affiliates across campaigns. Email: Lists the affiliates' email addresses. Campaign: Shows the campaigns that the affiliates are part of. Amount: Indicates the total payout amount for each affiliate. Due: Displays the payment due date. Paid Payouts The "Paid" section displays all affiliates who have received payment, along with the transaction dates. Once a payout reaches this stage, it cannot be moved to any other tab, making it the final status for payouts. Affiliate Name: Shows the affiliates who have been paid. Email: Lists the email addresses associated with the affiliates. Campaign: Displays the campaigns the affiliates were part of. Date Paid: Indicates the date of payment. Amount: Shows the total amount each affiliate received. Denied Payouts If an affiliate’s payout is denied, they can review the details in the "Denied Payouts" section. This status can occur while the payout is in either the "Pending" or "Approved for Payout" tab. Affiliate Name: Lists the affiliates denied payout. Email: Shows the email addresses linked to these affiliates. Campaign: Displays the associated campaigns. Amount: Indicates the denied payout amount. Additional Actions Affiliate owners can view detailed breakdowns of payouts by campaign and month by selecting the "View Commissions" button in the action menu. If a payout needs to be denied, the affiliate owner can move it to the "Denied Payout" tab, where all such transactions are tracked for review. Affiliate Name: Displays the affiliate’s name. Total Payout: Shows the total denied amount across all campaigns. Affiliate Customers: Lists the customers whose cancellations led to the denied payout. Revenue: Displays the revenue generated from each customer. Commission: Shows the agreed commission percentage. Status: Indicates whether the payout was denied.

The Affiliate Manager platform is designed to help business owners efficiently oversee their affiliate and referral networks within their CRM. This tool enhances affiliate marketing efforts by providing a way to reward individuals or organizations for promoting your products or services. In this form of performance-based advertising, affiliates earn commissions for driving sales or leads, and when used effectively, this model can be highly rewarding—akin to scoring an easy basket in basketball. Affiliates share unique links with potential customers, and they earn commissions upon successful conversions, while your business benefits from their efforts. The system is organized into three main sections: Campaigns, Affiliates, and Payouts. The structure of an affiliate campaign can range from a simple, single-link setup to a more advanced, multi-step process, all depending on your specific business needs. Designing Your Campaigns The foundation of a successful affiliate marketing initiative is having a well-planned configuration that aligns with your business goals. By setting up the right structure, you can effectively target your audience, communicate clearly with affiliates, and optimize your return on investment. The complexity of the campaign configuration will vary depending on your business's objectives. Some companies may need a more detailed, multi-step approach, while others can achieve success with a simpler, more streamlined setup. Selecting the right structure is essential for driving the desired outcomes in your affiliate marketing efforts. Managing Your Affiliates Affiliates are individuals or partners who help promote your products or services by sharing their personalized affiliate links with potential customers. When a customer makes a purchase through their link, the affiliate earns a commission, and your business benefits from the sale. Within the Affiliate Manager, you have the ability to manage your affiliate network easily. You can add new affiliates, update existing ones, or upload multiple affiliates in bulk, saving you time. The dashboard offers valuable insights, including the number of customers brought in by each affiliate, the revenue generated, and the commissions owed to them. Handling Payouts and Commissions In the Payouts section, you can track and manage all pending and processed payments for your affiliates. When a sale is made through an affiliate link, the corresponding payout and commission are recorded and appear in the Pending tab at the start of the next month, or earlier based on your settings. Once the payout is approved, you must export the payment details and manually process the transactions through your preferred payment method using a CSV file. After the payment is made, update the status in the system to "Paid" to ensure accurate financial tracking and transparency for both you and your affiliates.

The Affiliate Manager Dashboard is an essential tool designed to simplify and enhance the management of affiliate marketing. With its features, you can manage affiliate relationships, track key metrics, and efficiently handle commissions. This guide provides a step-by-step breakdown of how to make the most of the dashboard. What Is the Affiliate Manager Dashboard? The Affiliate Manager Dashboard serves as a central platform for overseeing your affiliate marketing programs. It provides users with the necessary tools to monitor affiliate performance, manage referral tracking, and handle commission distribution. Accessing the Affiliate Manager Dashboard To begin using the dashboard, navigate to the Affiliate Manager option under the Marketing menu.  How to Create New Affiliates or Campaigns Easily add new affiliates or set up campaigns by clicking the "New" button on the dashboard interface.  Adjusting Data by Date Range You can modify the displayed data based on specific timeframes using the calendar dropdown to filter the date range.  Viewing Campaign Data Select "All Campaigns" for a holistic view of your marketing activities or choose individual campaigns for more detailed data analysis.  Key Metrics Summary The dashboard offers a quick summary of essential data points, including total revenue generated, conversion rates, and customer numbers.  Analyzing Conversion Trends The Conversion Trend graph provides insights into how leads and customers are evolving over time based on the selected date range.  Top Affiliates Ranking Review the performance of your top 10 affiliates, filtered by criteria such as revenue, commissions, leads, or customer acquisition.  Overview of Pending Tasks Keep track of any pending payments or commissions through the Pending Actions section. Access the payout page quickly for further actions.  Monitoring New Affiliates and Commissions Stay updated with the latest information on newly added affiliates and recent commission activities. You can also approve or reject commissions directly from this section.  Frequently Asked Questions (FAQs) How can I add new affiliates? Navigate to the Affiliate Manager Dashboard, where you can manually add new affiliates or provide them with a sign-up link for self-enrollment. Can I track affiliate performance? Absolutely. The dashboard allows you to monitor affiliates' performance, referral activity, and campaign success, offering comprehensive reports and insights. How are commissions handled? Commission management is simplified through the dashboard, where you can set commission rates, payment schedules, and review payout statuses. Is it possible to customize affiliate communications? Yes, you can personalize communications such as welcome emails, commission updates, and promotional messages to align with your brand and engage affiliates effectively. By using these features, you can optimize your affiliate program, closely track performance, and build stronger connections with your affiliates.

Efficiently managing affiliate commissions is essential for keeping your affiliates engaged and driving the success of your program. The Affiliate Level Commission Settings feature allows you to create personalized commission rates for individual affiliates within a campaign, providing a flexible and targeted approach to commission management. This tool enables you to override general campaign-level commissions with affiliate-specific rates, making it easier to incentivize top performers and streamline your affiliate program. This guide will walk you through the process of using Affiliate Level Commission Settings to help you optimize your program and boost its potential. Step 1: Log Into the Affiliate Management Dashboard To start, sign in to your account and head over to the Affiliate Management Dashboard. This is the hub where you’ll control all aspects of your affiliate program, including assigning unique commission rates to individual affiliates. Step 2: Identify and Select an Affiliate Next, navigate to the Affiliate Overview page. Here, you’ll find a list of all your affiliates. Choose the specific affiliate for whom you want to set a custom commission rate, ensuring that you’re adjusting the settings for the correct person. Step 3: Pick the Campaign for Customization Scroll down to the "Referral Link in Use" section. Locate the campaign that you want to modify and click on the "Modify" button next to it. This will bring you to the customization screen, where you can adjust the commission settings specific to that campaign for the selected affiliate. Step 4: Customize the Affiliate's Commission Rates Under the campaign’s settings, switch to the "Commission Structure" tab. Input the custom commission rate for the affiliate you’ve selected. Here, you can adjust both default commissions and those based on specific products. If the campaign involves multiple tiers, you can also assign commission rates to each tier. Be sure to save your changes before leaving the page. Key Points to Remember: Priority of Affiliate-Level Settings: The individual commission settings for affiliates will always override the campaign-level defaults, ensuring that your custom configurations are applied as intended. Adjusting Tiers: The tier options within the affiliate’s profile cannot be modified directly. Instead, any tier changes must be made within the campaign settings themselves. Supported Campaigns: Only campaigns that originate from a funnel or website are compatible with this feature. Using Affiliate Level Commission Settings allows you to effectively manage your affiliate program by giving top performers tailored rewards. This flexible approach boosts affiliate engagement and contributes to the overall success of your marketing campaigns. Implement these steps to fine-tune your commission structures and fully capitalize on your affiliate program’s potential.

In the Campaign Overview section, you can quickly access a summary of your affiliate marketing efforts. This dashboard highlights key metrics, such as the total revenue earned and the number of customers acquired through affiliate links. Starting a New Campaign To launch a new affiliate campaign, click the '+Add' button. You will be taken to the campaign editor, where you can configure and personalize your new campaign. Tracking Revenue In the Revenue Generated tab, you can track the total income generated by all your campaigns, providing an overview of your campaign's financial success. Customer Details The Customers tab reveals the number of customers brought in by your affiliates, including both new and repeat customers. Subscription Cancellations (Churned) When a customer with a recurring subscription cancels, they are listed under the Churned section. You can attempt to win these customers back by reactivating them through a new checkout or enrolling them again. This only applies to recurring customers; one-time buyers are not shown here. Incomplete Leads The Leads tab shows potential customers who have started the checkout process by filling out the order form but did not complete the payment. This section gives you insights into untapped leads for further action. Campaign Management Dashboard The Campaign Table provides an overview of all your active and paused campaigns, giving you the tools to monitor and control their progress effectively. Key details include: Campaign Name: The unique identifier for each campaign. Status: Indicates if the campaign is live (green) or paused (yellow). Start Date: The date when the campaign was initiated. Affiliates: The number of affiliates promoting the campaign. Customers: The number of customers driven by affiliate links. Churned: The count of recurring customers who canceled their subscriptions. Leads: The number of individuals who began the purchase process but didn’t complete it. Commission: The percentage of commission assigned to affiliates for each sale. Revenue Generated: The total earnings from each campaign. More Actions: Options to modify or delete campaigns as needed. Updating a Campaign To adjust an existing campaign, select the Edit Campaign option from the actions dropdown. Activating or Pausing Campaigns Switch your campaign status by choosing Publish now to make it live or Save in Draft to pause it for future use. Duplicating Campaigns To create a copy of a campaign for testing or quick modifications, use the Clone Campaign option. This allows you to make changes without affecting the original campaign. Removing a Campaign If you wish to permanently delete a campaign, simply choose the Delete Campaign option. These features provide comprehensive tools to help you manage and optimize your affiliate campaigns efficiently, ensuring you can track performance, make modifications, and enhance your marketing strategies seamlessly.

This functionality enables you to streamline the commission payout process for your affiliates, ensuring that all commissions are calculated in alignment with the campaign's preset configurations. This ensures timely and accurate rewards for your affiliates, removing the need for constant verification. The goal is to simplify management of affiliate-generated sales and facilitate continuous reward distribution for lead conversions. How to Implement: 1. Add a new action to your workflow and navigate to the action menu. 2. Select the option titled “Add Manual Sales for an Affiliate.”  3. From the drop-down menu, choose the specific campaign you wish to associate with the sale.   4. Choose the affiliate to whom you want to assign the sale. 5. Input the revenue amount, which determines the commission the affiliate will receive for this sale. 6. Optionally, set the event date and event ID. These fields help with tracking the commission source, but they can be left blank if not needed.   7. Save the action. That’s it! You've now automated the manual commission process, allowing you to track offline sales, reward affiliates for their efforts, and ensure every affiliate engagement is properly rewarded. We hope this feature enhances your affiliate management process!

In a typical affiliate marketing model, affiliates are given a unique link to promote your product or service. When a sale is made through that link, they receive a commission. However, when your business revolves more around generating leads, especially when some sales occur offline, managing affiliates can become challenging. To streamline this process, the "Assign Leads to an Affiliate" feature simplifies your lead management. So, how does it work? How to Incorporate the "Assign Leads to an Affiliate" Action To start, create a new action in your workflow. From the action menu, choose the option labeled “Assign Leads to an Affiliate.” Selecting a Campaign for Lead Assignment Next, select the campaign you wish to link with this affiliate from the dropdown menu. Affiliate Selection Process Afterward, pick the affiliate to whom the lead will be attributed. Finalizing and Saving Your Action Once everything is set, simply save the action, and you're done. This tool is designed to optimize administrative workflows and strengthen your affiliate marketing efforts. You can also integrate it with the “Manually Add Sales for an Affiliate” feature to fully automate the process, ensuring your affiliates are rewarded for the leads they generate and remain incentivized to continue.

Step 1: Initiate the Process Begin by clicking on "Add" located at the top right corner of your screen. Step 2: Create a New Affiliate Next, click on "New Affiliate" to start the process of adding a new affiliate. Step 3: Enter Basic Affiliate Details Fill in the essential details such as the affiliate's Email and Name. On this same screen, you can also assign the new affiliate to an existing Affiliate Campaign. Step 4: Finish Adding the Affiliate Click on "Done" to add your new affiliate instantly. Alternatively, if you need to, proceed to add more details and adjust advanced settings. Step 5: Additional Information On the Additional Info page, provide any extra information required for your affiliate. This is where you can upload forms such as W-8 and W-9, if applicable. After entering all necessary information, click "Save." Step 6: Advanced Settings Click on "Advance Settings" to customize the unique referral ID for your affiliate's referral link across different campaigns. You can also add coupon codes for the new affiliate and switch between different campaigns associated with the same affiliate. After making any final adjustments, click "Done." Step 7: Final Steps A magic link for your new affiliate's portal will be generated and displayed. You can use this link to directly log in to the portal or share it with your new affiliate. This link can also be conveniently shared via the "Affiliate Program Welcome Email" template. By following these simple steps, you can efficiently add new affiliates, ensuring a smooth and seamless experience for both you and your affiliates. Happy affiliating!