How to Add an Affiliate

Managing your affiliates efficiently is crucial to building a successful marketing program. Whether you're adding affiliates individually or in bulk, the process should be seamless and straightforward. This guide will walk you through the steps of adding affiliates to your system, ensuring they are linked to the appropriate campaigns and ready to start promoting. From manual entries to bulk uploads, you’ll learn how to get your affiliate network up and running with ease.

To add a new affiliate, begin by clicking the "Add" button located in the top right corner of the Affiliate page. 

From here, you have two options:

Adding an Affiliate Individually

Affiliates can be added individually by filling out their information in the form provided after selecting the “+ New Affiliate” button.

1. Email: Enter the affiliate's email address. Their unique referral link will be sent to this address.
2. First and Last Name: Provide the affiliate's first and last name in the required fields.
3. Company Name: Optionally, enter the company name the affiliate is associated with.
4. Assign to Campaign: Select the campaign to which the affiliate should be assigned. Only one campaign can be selected at this step.

Click Done to add the affiliate, or click Save and Continue to add more details or adjust advanced settings.

If you choose to add additional details, you can include the affiliate's phone number, VAT ID, address, or social media links. You also have the option to customize the affiliate's referral link or add a coupon code.

Once all the information has been entered, click Done to finalize and add the affiliate.

Uploading an Affiliate List

Affiliates can also be added in bulk by uploading a CSV file containing their information. To upload a bulk list, click the Add button, then select Upload Affiliate. 

This will take you to the upload page.

Ensure your file is in CSV format and includes the following fields: First Name, Last Name, and Email. The maximum file size is 50MB. A sample document is available for reference.

Once you’ve uploaded the file, click Next.

On this page, map the columns in your file to the corresponding columns in the affiliate table. The system will automatically identify matching fields—those that match will be highlighted in green, and those that don’t will be marked in red.

Before completing the upload, you’ll need to provide a name for the file. By default, the file name is based on the date and time, but you can rename it if preferred.

In the Advanced section, you can specify:

• Whether to add the data as new records, update existing records, or both.
• How to handle existing records in the CSV (e.g., update or skip empty values).

Click Submit when you have confirmed all the information entered.

Importing Affiliates from Contacts

You can also import affiliate information directly from your existing contacts. Click the Add button and select Import from Contacts. 

Check the box beside the contacts you wish to import, and click the Import option on the lower right-hand corner of the modal. 

It may take a few minutes for the imported affiliates to appear, and they will be listed at the top once completed.

By following these steps, you can easily expand your affiliate network and ensure that each affiliate is properly set up within your system.