Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign

Affiliate campaigns are a powerful tool for driving sales and rewarding your partners for their contributions. Whether you’re new to affiliate marketing or looking to optimize your strategy, this guide will walk you through the process of creating a successful campaign. By leveraging features like customizable commissions, multi-tier support, and direct affiliate assignments, you can build a robust system to incentivize affiliates and boost your business growth.

Navigation

Step 1: Start by Clicking the "Add" Button

Navigate to Marketing on the left > Affiliate Manager at the top > From the dropdown select Campaigns
Click +Add to create a new campaign

Step 2: Choose Your Campaign Source

Select the source for your campaign, such as a funnel, website, or store. This defines where your products are listed and sales will be tracked.

The Affiliate Manager also supports external websites, allowing you to create campaigns, track sales, and manage commissions for websites hosted outside the platform. For more information please see the article “Create Affiliate Campaigns using External Websites”

Please note: You can also edit the source of an existing affiliate campaign. This eliminates the need to recreate campaigns if a funnel or source is deleted, and ensures that old campaign data remains intact.

Please also note, changing the source will generate a new referral URL, and the old one will stop tracking.

Step 3: Configure Source Details

Choose a landing page for potential customers, which will generate a unique affiliate link. This link will automatically replace the placeholder <<affiliate_id>> with each affiliate's ID for accurate tracking.

Please Note:

Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars.

Landing page selection is just used to set where the potential customers will land. Please note that tracking will be done source wide not just on the landing page.

Step 4: Review Your Product List

Ensure only commission-eligible products are listed by reviewing and editing the product list associated with your campaign.

Step 5: Set Default Commission

Choose between a flat fee or percentage-based commission as the default reward structure for your affiliates.

Customize affiliate rewards for recurring products with Commission Length and Variable Commissions.

Limit commissions to a set number of transactions or assign varying rates for specific charges.

For more details please view the article, Commission Length and Variable Commissions in Affiliate Manager

Step 6: Customize Product-Level Commissions (Optional)

For greater control, set specific commissions for individual products, adjusting payouts based on price or other factors.

Step 7: Enable Multi-Tier Commissions

Go to Advanced Commissions settings and enable multi-tier commissions, supporting up to seven tiers for intricate structures.

Step 8: Configure Tier-Specific Commissions

Assign commissions to each tier, either using the default rate or customizing them based on performance goals.

Step 9: Add a Campaign Description (Optional)

Include a brief description to highlight the campaign’s purpose and attract affiliates.

Step 10: Assign Affiliates Directly

Review affiliate details and assign them directly to your campaign for a streamlined management process.

Step 11: Adjust Additional Settings

Customize your campaign further with options such as:

Affiliate onboarding email templates
Cookie duration for affiliate tracking
Payout terms and inclusion of setup fees in commission calculations
Enabling sub-affiliate signups
Auto-enrolling new customers as sub-affiliates

Step 12: Publish or Save as Draft

Once satisfied with your setup, publish the campaign immediately or save it as a draft for further review.

Edit or Delete an Affiliate Campaign

Click the 3-dot dropdown menu on the right-hand side.
Here, you can edit or delete an Affiliate Campaign.

Quick Campaign Actions

Add or Remove affiliates directly from the Affiliate List Page.

1. Adding an Affiliate: Go to the Affiliate List Page, click the three-dot menu next to the affiliate's name, select "Add to Campaign " from Campaign Actions, choose the campaign from the pop-up list, and click "Confirm."

2. Removing an Affiliate: On the same page, click the three-dot menu next to the affiliate’s name. From Campaign Actions, select "Remove from Campaign," choose the campaign to remove them from, and click "Confirm."

Suspend/Unsuspend affiliates from specific campaigns to better manage your affiliate program. Suspending an affiliate will pause all tracking for the affiliate, including clicks, customers, and sales, while preventing them from accessing campaign details.

1. While suspended, you cannot manually add leads, assign commissions, or import past activity for the affiliate.

2. Once unsuspended, the affiliate's existing links will automatically start working again.

Move to Campaign: Move affiliates from one campaign to another, select the new campaign, decide whether to keep or move existing customers, and choose if a welcome email should be sent. Finally, click "Move Affiliate" to complete the process.

Custom Commission Settings

A powerful feature in the Affiliate Manager: Custom Commission Settings for Individual Affiliates!

How It Works:

Access the Account Affiliate Manager:

1. Navigate to the Affiliate Page

Select the affiliate you want to modify.

2. Locate the "Active Referral Link" Section

Click "Customize" for the campaign you wish to adjust.

3. Go to the "Commissions" Tab

4. Modify the Commission Settings

Adjust the rates for the selected affiliate as needed.

5. Save Your Changes

Important Notes

Precedence: Affiliate-specific commission rates take priority over campaign-level settings.
Tier Adjustments: Changes to tiers must be made in campaign settings, not in affiliate profiles.
Availability: This feature is supported only for campaigns with sources from funnels or websites.

Cloning Affiliate Campaigns

With the ability to clone affiliate campaigns within the Account, you can duplicate any campaign and choose whether to include the existing affiliates in the new one.

How It Works:

1. Access Sub-Account Affiliate Manager:

Navigate to the Campaigns section.

2. Clone the Campaign:

Find the campaign you want to duplicate, click on the three dots, and select "Clone Campaign."

3. Include or Exclude Affiliates:

Choose whether to retain the affiliates in the cloned campaign.

4. Save and Activate:

The cloned campaign will initially be inactive. Make the necessary adjustments and then publish it.

How to add 2nd Tier Commission

Second-tier commissions in affiliate marketing refer to a system where affiliates can earn commissions not only for the sales they directly generate but also for the sales generated by affiliates they refer to the program. This creates a multi-level structure where affiliates can benefit not only from their efforts but also from the efforts of those they recruit.

How does Second Tier Affiliate Marketing work?

Go to Marketing > Affiliate Manager
Navigate to Campaigns and Create new campaigns for running two-tier commissions.
While creating the campaign, there will be an option to add the first-tier commission and second-tier commission

The first tier commission will be rewarded to the affiliate that made the sale, and the Second tier will be rewarded to the parent affiliate who referred the affiliate. Once the commission for the 2nd tier is set using flat or percentage.

Once the sales go through by the affiliate, the parent affiliate can check the network and sales commission for each affiliate in the network.

Also, the payout reflects second-tier commission collection

FAQ’s

1. What is the purpose of multi-tier commissions?

Multi-tier commissions allow affiliates to earn rewards not only for their sales but also for the sales made by affiliates they refer, fostering a cascading incentive structure.

2. How can I customize commission settings for individual affiliates?

Navigate to the Affiliate Page, select an affiliate, and adjust their commission rates under the "Commissions" tab in the "Active Referral Link" section.

3. Can I clone an affiliate campaign?

Yes, go to the Campaigns section, click on the three-dot menu next to the campaign, select "Clone Campaign," and choose whether to retain affiliates in the new campaign.

4. How do second-tier commissions work?

Second-tier commissions reward the parent affiliate who referred another affiliate when that referred affiliate generates a sale.

5. Can I set product-specific commissions?

Yes, product-level commissions can be customized to provide specific rewards for individual products.

6. What happens if affiliate-specific commission rates conflict with campaign-level rates?

Affiliate-specific commission rates take precedence over campaign-level settings.

7. What happens when I suspend an affiliate from a campaign?

Suspending an affiliate:

Pauses tracking (no clicks, leads, or sales)
Prevents access to the campaign
Disables manual lead assignments or backdated commissions

Unsuspending reactivates their access and links.