Affiliate Manager | Checking Affiliate Profile

The Affiliate Profile Page offers users a consolidated view of affiliate details and performance metrics, facilitating efficient affiliate management. This enhances user experience by providing a centralized location to access key information and perform various affiliate-related tasks.

1. Go to the Marketing Tab:

  • Click on Marketing & Sales > Email & Social Media on the left > Affiliate Manager at the top.

2. Select Affiliates:

  • Choose "Affiliates" from the dropdown menu.

3. View Individual Profiles:

  • Click on an affiliate's name to open their profile.

Key Features

1. Affiliate Details:

  • View essential information such as email ID, join date, parent affiliate (if any), and a magic link for the Affiliate's portal.

2. Affiliate Profile Editing

Affiliate managers can view and update profile details directly from the affiliate’s profile. Click on the three-dot menu to access quick actions like suspending or deleting affiliates, or managing campaign updates.

3. Affiliate Stats:

  • Review key metrics including revenue generated, owed payouts, number of leads, and new customers.

4. Campaign Insights:

  • Insights into campaign participation and summary metrics like commissions and payouts.
  • Filter by individual campaigns or view aggregate summaries and insights for all campaigns.
  • Toggle to show deleted and inactive campaigns.

5. Direct Campaign Assignment:

  • Assign affiliates to new campaigns directly from the affiliate's profile.

6. Active Referral Links:

  • List all referral links for the affiliates across different campaigns.

  • Customize referral IDs for different campaigns if required.

7. Commissions Tab:

  • Manage commissions with options for approval and denial.
  • Quick buttons to approve or deny commissions.
  • Option to manually add commissions for the affiliate.

  • Click the three-dot menu next to a commission, click Delete to permanently remove the commission.

Important: Note that this action is irreversible, and only denied commissions can be deleted.

8. Leads Tab:

  • Review and delete leads as needed, enhancing lead management capabilities.
  • Option to add leads for the selected affiliate.

9. Customers Tab:

(For more information, please see the article “Managing Customers under an Affiliate Program”)

  • Access a list of customers and their commission history.

  • To maintain accurate records, you can delete a customer from an affiliate’s account when necessary. Use the three-dot menu to select "Delete."

What Happens After Deleting a Customer?

  • The customer will be unlinked from the affiliate.
  • No future commissions will be generated from this customer.
  • Disable a Customer: This changes their status to "Disabled," stopping any future sales tracking and commission generation. It's useful for managing fraudulent sign-ups or preventing commission assignment in certain cases.

Important: Disabling a customer will prevent them from generating future commissions. However, you can still manually assign commissions to this customer if needed.

  • Enable a Customer: If a customer who was previously disabled needs to be reinstated, they can be enabled to resume regular tracking and commission generation.

10. Payouts:

  • Track payouts with filtering options by status, ensuring transparency and accountability.

11. Sub-Affiliate List:

  • Display all sub-affiliates associated with the selected affiliate, providing insights into the affiliate network structure.

FAQ

Question: How do I access the Affiliate Profile Page?

Answer:

  1. Click on Marketing & Sales > Email & Social Media in the main menu.
  2. Select "Affiliates" from the dropdown menu.
  3. Hover over "Affiliate Manager" and click on "Affiliates."
  4. Click on an affiliate's name to open their profile.

Question: What information can I view on the Affiliate Profile Page?

Answer:

  • Affiliate Details: Includes email ID, join date, parent affiliate, and a magic link for the Affiliate's portal.
  • Affiliate Stats: Shows revenue generated, owed payouts, number of leads, and new customers.
  • Campaign Insights: Provides details on campaign participation, commissions, and payouts.
  • Active Referral Links: Lists all referral links for the affiliate across different campaigns.
  • Commissions Tab: Allows for managing, approving, or denying commissions.
  • Leads Tab: Enables reviewing, deleting, and adding leads.
  • Customers Tab: Displays customers and their commission history.
  • Payouts: Tracks payouts with filtering options by status.
  • Sub-Affiliate List: Shows all sub-affiliates associated with the selected affiliate.

Question: How can I review affiliate performance metrics?

Answer: You can review key metrics such as revenue generated, owed payouts, number of leads, and new customers under the "Affiliate Stats" section.

Question: Can I get insights into campaign participation?

Answer: Yes, the "Campaign Insights" section provides details on campaign participation and summary metrics, including commissions and payouts. You can filter by individual campaigns or view aggregate summaries.

Question: How do I assign affiliates to new campaigns?

Answer: You can assign affiliates to new campaigns directly from the affiliate’s profile using the "Direct Campaign Assignment" feature.

Question: How do I manage referral links for an affiliate?

Answer: Under the "Active Referral Links" section, you can view and customize referral IDs for different campaigns if required.

Question: What options are available in the Commissions Tab?

Answer: The Commissions Tab allows you to approve or deny commissions quickly and manually add commissions for the affiliate.

Question: How can I manage leads associated with an affiliate?

Answer: In the "Leads Tab," you can review and delete leads as needed, as well as add new leads for the selected affiliate.

Question: What information is available in the Customers Tab?

Answer: The Customers Tab provides a list of customers associated with the affiliate and their commission history.

Question: How can I track payouts for an affiliate?

Answer: Track payouts in the "Payouts" section, where you can filter by status to ensure transparency and accountability.

Question: What is shown in the Sub-Affiliate List?

Answer: The Sub-Affiliate List displays all sub-affiliates associated with the selected affiliate, providing insights into the affiliate network structure.

Question: How do I manage customer status within an affiliate's profile? 

Answer: You can manage customer status in the Customers Tab. Disable a customer to stop future commissions, but you can still assign commissions manually. To re-enable, change their status back to active. Deleting a customer unlinks them from the affiliate and stops future commissions.

Question: Can I edit an affiliate’s profile details?

Answer: Yes. Click the three-dot menu on the affiliate profile to access actions like updating details, suspending, or deleting affiliates, and managing campaigns.

Question: Is it possible to see exactly which products a customer bought under an affiliate?

Answer: Yes. In the Customers Tab, you can view the commission history for each individual customer, which details the specific transactions that led to the affiliate's earnings.

Question: Can I delete a commission record permanently?

Answer: Yes, but only if the commission has been denied. To do this, click the three-dot menu next to a denied commission and select "Delete." Note that this action is irreversible.