Affiliate Manager Overview

The Affiliate Manager system allows you to manage your referral and affiliate network directly within . This article will give you an overview of the Affiliate Manager. (Check out our other tutorials for thorough guides to get started.)

Getting Started: 

There are a few prerequisites for making your Affiliate Manager Campaign Life. Be sure to do the following: 

• Add and Upload Affiliates to the Affiliate Manager
• Enable Stripe Connect (Settings > Integrations > Stripe Connect)
• Create an Affiliate campaign with the following: funnel/website, products that you want the commission split on, percentage of commission, frequency of payout, list of affiliates, and cookie life

These are the steps to creating and using the Affiliate Manager feature (each covered thoroughly in a separate guide).

Step 1: Create a Funnel And Add Products to it

Step 2: Upload or Add your Affiliates to the Affiliate Manager

Step 3: Create an Affiliate Manager Campaign

Step 4: Manage your Affiliate Payouts 

Pro Tips:

• After the affiliate campaign is created and is live/published, each enrolled affiliate will receive a unique affiliate link that they can share with their network.
• Check the ‘Payout-Pending’ tab to see commissions and payouts (updates on the 1st of the following month from when a customer signs up using an affiliate link).
• An affiliate owner can view generated payouts and determine whether to approve or deny each payout.
• After payment is approved, the affiliate owner must export the list and upload it to their payment gateway to make payment(s) manually. Then, the recorded payment needs to be updated to a status of ‘Paid’ in the Affiliate manager.
• If you need to add sales to an Affiliate manually, Navigate to Marketing > Affiliate Manager > Affiliates and click on the menu dots to select “Add Manual Sales”

• There is a Media tab where you can add files specifically for the Affiliate Manager

Customize Affiliate Manager Naming Conventions:

1. Access Settings: Navigate to the Marketing tab> Affiliate Manager section in CRM.

2. Open Customizations: Select the 'Customizations' option.

   

3. Edit Titles: Change titles like 'affiliate', 'campaign', and 'media' to preferred terms.

4. Align with Industry: Choose names that closely align with your specific industry or audience.

   

5. Enhance User Engagement: Tailor the names to improve user experience and engagement.

6. Save Changes: After editing, save the changes to update the system.

   

7. This process allows you to customize the Affiliate Manager to fit your branding and industry language better, enhancing user interaction and satisfaction.