Affiliates Overview

Within affiliate marketing, an affiliate refers to an individual who actively promotes a campaign by sharing their exclusive affiliate link with potential customers interested in your product or service. When a sale is successfully made through their efforts, the affiliate receives a commission as compensation. Simultaneously, you also benefit by earning a commission from the sale, creating a mutually advantageous partnership. 

To begin adding affiliates, navigate to the Marketing section, then access the Affiliates tab from the Affiliate Manager dropdown.

Date Range

Affiliates can also be filtered by the date they joined using the date filter. Filtering by the date an affiliate joined a campaign is crucial for tracking campaign progress and performance over specific timeframes. This helps in evaluating the effectiveness of recruitment strategies and tailoring targeted communications or incentives based on the affiliate's tenure.

Submit Feedback

Offer suggestions, report issues, or share insights that could help improve the system. By submitting feedback, users contribute to the ongoing enhancement of features, usability, and functionality.

Export 

Download your affiliate list for offline access using the Export button.

Add 

Manually add new affiliates to your affiliate program. This feature allows you to invite individuals or businesses to join your affiliate network, enabling them to promote your products or services in exchange for commissions.

Search

To streamline your search process, simply input the desired name into the search field. This will filter the results, allowing you to quickly and efficiently locate the specific entry you want.

Select an affiliate to begin 

Affiliate Highlights

Easily track an affiliate's progress across all campaigns or one specific campaign with affiliate highlights. 

Edit Affiliate

If you want to edit an affiliate profile, click on the "Edit Affiliate details" button.

Affiliate Stats

On the Statistics dashboard, you can easily access data about your affiliates.

• Filter by Date Range: This can be useful when you want to access data for a particular period. Choose a start and end date range you want.
• Revenue: This shows the total revenue generated by this affiliate.
• Clicks: Displays the number of leads that clicked a referral link.
• Owned: You can see the amount of payout owed to the affiliate in this area.
• Leads: The number of leads the affiliate brought in.
• New  Customers: You can see the number of customers who came in using the Affiliate's Unique ID.

All Campaign 

This shows the summary of all your campaigns.

• Commission Summary: This shows the number of commissions that are Pending, Denied, or Approved, and the Total amount unpaid for all commissions.
• Payouts Summary: The Payout summary shows the number of Payouts that are Pending, Approved, or completed, and the Total payments made.

Individual Campaign View

By switching to the tabs next to all campaigns you can see the summary of individual campaigns, there will be a tab for every campaign the affiliate is added to.

Show Deleted Campaign

Toggle on the button to show all deleted campaigns 

Add to a Campaign

Click on the “Add to a Campaign" button to add an affiliate to a campaign.

Active Referral Link

You will see the lists of all active referral links here. Press the Customize button to update the referral ID or add a coupon code.

Affiliate Table

In the Affiliate Table, you can access all activities associated with each affiliate. Note that activities will only be displayed when campaigns linked to the affiliate are live.

Commission

You will see the commission that all affiliates earned from customers from each campaign.

1. "All, Pending, Approved, and Denied" - You can filter all your commission details This filter will enable you to narrow down the commission search using the status; to either All, Pending, Approved, or Denied.
2. Search Bar: With the search bar in the Commission table, you can easily and quickly search using any affiliate's customer name or email.
3. Add Sales Manually: Commission a reward manually by clicking this button
4. Amount: This column shows the amount for each customer.
5. Revenue: You will see the revenue that has been generated from each customer.
6. Created At: You can see where the commission was created.
7. Customer: You will see the names of all Affiliate Customers.
8. Product: You can see the product added to the campaign here.
9. Campaign: The campaign each customer came in through will be displayed here as well.

Leads

You can see the number of leads here

1. Search Bar: With the search bar, you can easily and quickly search for any lead name or email.
2. Add Lead: Click here to add new leads manually or import from contacts.
3. Customer Name: You will see the names of all Customers assigned to this affiliate.
4. Email: The customer's email will be displayed here.
5. Created At: You can see where the commission is been created.
6. Source: Shows where the lead comes from, such as specific website.
7. Campaign: The campaign each customer came in through will be displayed here.

If you want to remove a lead from an affiliate, click on the three dots next to the campaign and then click Delete Lead.

Customers

1. Search Bar: With the search bar, you can easily and quickly search for any lead name or email.
2. Name: You will see the names of all Customers assigned to this affiliate.
3. Email: The customer's email will be displayed here.
4. Created At: You can see where the commission was created.
5. Campaign: The campaign each customer came in through will be displayed here as well.
6. Status: Provides details such as whether the customer is new, active, pending, or inactive.
7. Revenue: You will see the revenue that has been generated from each customer.

Click the three dots next to a customer to manually add commissions, view previous commissions, or delete/disable the customer.

📌Note:

• Setting a customer as "Disabled" ensures that no further sales are tracked, and they will no longer generate commissions. This option is useful for managing fraudulent sign-ups or preventing commission assignments in specific situations.
• Deleting a customer removes their association with the affiliate, and no future commissions will be generated from that customer.

Payout

1. “All, Pending, Approved, and Denied”: You can filter all your commission details This filter will enable you to narrow down the commission search using the status; to either All, Pending, Approved, or Denied.
2. Status: Shows if the payout is pending or completed.
3. Due: Indicates the due dates for each payout.
4. Amount: This column shows the amount to be paid for each campaign.
5. Payout Month: This shows the default Monthly date for each payout.
6. Campaign: The campaign each customer came in through will be displayed here.
7. Pay Payout: Seamlessly issue commissions to the affiliate by clicking this button.

Payout Methods

1. Added On: You can see the date the payout method was added to the system.
2. Type: Displays the Payment provider associated with the payout method (currently limited to PayPal).
3. Account Preview: The email address associated with the payout method will be displayed here.
4. Status: A check mark indicating if the payment method is live.
5. Add Payout Method: Enables you to add the PayPal account associated with the affiliate directly to the system.

Sub-Affiliate

1. Search Bar: With the search bar, you can easily and quickly search for any lead or sub-affiliate name or email.
2. Add Sub-Affiliate: Seamlessly add a new sub-affiliate to an existing affiliate for campaigns with a multi-tiered structure.
3. Affiliate Name: You will see the names of all sub-affiliates.
4. Email: The sub-affiliate's email will be displayed here.
5. Status: You can also see the status of the sub-affiliate.
6. Campaigns: The campaign each sub-affiliate came in through will be displayed here.
7. Customer Name: You will see the names of all Customers assigned to each sub-affiliate.
8. Leads: You can see the number of leads assigned to each sub-affiliate.
9. Owed: The payout owed to each sub-affiliate will be displayed here.
10. Paid: This tab displays the amount of funds that have been successfully issued to the sub-affiliate.
11. Revenue: The revenue that has been generated from the sub-affiliate to date.
12. Join Date: The date the sub-affiliate joined the campaign.

Now you have the basis of how to manage your affiliate's profiles! Start rocking that affiliate marketing world, or if you'd like to learn more, visit the other articles available in the Affiliate section.