Affiliate

Affiliate Overview

Within the realm of 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.

Affiliate overview

SEARCH BAR

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’re looking to access.

Quick affiliate search bar

Add New Affiliate

To add a new affiliate, begin by clicking on the blue Add button located in the top right corner of the Affiliate page. From there, you can add an affiliate individually by filling out their information in the form provided.

1. 1.First and Last NameYou are required to add the First and last name of the affiliate here.

2. 2.EmailYou must also add the affiliate Email address since their unique link will be sent via mail.

3. 3.Phone NumberAdd the affiliate’s phone number here.

4. 4.IndustryType in the affiliate

5. 5.Website URLType in the URL for the Website/ funnel you want The affiliate to market for you.

Add new affiliate

Add Affiliate

Once you are done filling out the affiliate’s info, click on the “Add affiliate” button to confirm the info and add the affiliate.

Upload CSV

If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

Upload CSV

Uploading Affiliate List

Uploading an affiliate list can be done individually or as a bulk list. For bulk list upload, simply upload the CSV file that contains the affiliate’s list. Click on the Add button and then select Upload CSV which will direct you to the uploading page.

There are three simple steps to follow when uploading an affiliate list:

UPLOAD

Click on the “Upload Affiliate” which directs you to this page where you can upload your file or just drag and drop it. Before you upload, make sure your file is in CSV format, and also make sure the First name, Last name, and Email fields are included in the columns. The maximum file size you upload is 50MB.

Once you’re done uploading the file, click on the “Next” button to move to the next step.

The upload stage

Add Affiliate Manually

If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

Add affiliate manually here

MAP

Once you’ve uploaded the file, click on the Next button to proceed to the next step which is the map page. In this page, you will map the columns in your file with the columns in the affiliate table.

Matched

The system automatically identifies the number of fields that match the affiliate column. Those that match will be ticked green whereas those that do not match will be ticked with a red sign.

Mapping stage

Column Header from File

Here you will see all the column headers from your file, this will help you identify the fields that matched and the ones that didn’t.

View column header from uploaded file

Preview Info

This column shows you the affiliate’s info for each field from your file.

Preview info

Affiliate Field

Here you will see the affiliate fields corresponding approved fields matching the ones from your file.

View the approved affiliate fields

DETAILS

This is the last step in uploading your bulk list;

Import Name

You are required to name the file you are about to upload. you can decide to use the default name which is the date and time it was uploaded (15_NOV_2022_9_16_AM) or type in your preferred name.

Edit the import name here

Advanced

In the advanced section, you can decide:

1. 1.What to do with contact/s in the .csv file;

   • Add it to New and Existing Affiliate Records,

   • Add it as a New Affiliate Record, or

   • Just Update it with the Existing Record

2. 2.How to find your Existing Contacts;

   • Email

   • Names

3. 3.To either Update empty values for existing records or skip them.

Edit the advanced section

Affiliate Highlights

With Affiliate Highlights, you can easily track an affiliate’s progress across all campaigns or one specific campaign.

Click on affiliate name to view highlight

EDIT AFFILIATE

If you want to edit an affiliate profile just click on the “Edit Affiliate” button.

Edit affiliate details

HOW TO GET THE AFFILIATE-ID FOR EACH AFFILIATE MANAGER CAMPAIGN

To find the Affiliate-ID for each Affiliate Manager Campaign, click on any affiliate’s name in the Affiliate name column to direct you to the affiliate’s highlight. From there, search for the specific campaign you want to see or copy the affiliate’s unique Affiliate-ID in the campaign search bar. Once you’ve selected the desired campaign, the unique Affiliate-ID will be displayed directly below the campaign search bar.

Generate affiliate ID

HIGHLIGHT DASHBOARD

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

1. 1.Number of CustomersYou can see the number of customers who came in using the Affiliate’s Unique ID.

2. 2.No of ChurnedThis area shows the number of customers assigned to this affiliate that canceled their subscription.

3. 3.Number of LeadsYou can see the number of leads this affiliate has.

4. 4.OwedYou can see the amount owed in this area.

5. 5.PaidHere the affiliate will see the total amount he/she’s currently paid

6. 6.RevenueThis shows the total revenue generated by this affiliate throughout his campaigns

View each affiliate dashboard

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.

1. 1.Customer Name You will see the names of all Customers assigned to this affiliate

2. 2.Email The customer’s email will be displayed here

3. 3.Campaigns The campaign each customer came in through will be displayed here as well.

4. 4.PlanYou will see the Plan each customer subscribed to in this column.

5. 5.Status You can also see the status of the plan the customers are on.

6. 6.Revenue You will see the revenue that has been generated from each customer.

7. 7.Commission You will see the commission that the affiliate earned from customers from each campaign.

8. 8.Join Date The date each customer joined their campaigns.

View affiliate table

Search Bar

With the search bar in the Affiliate Table, you can easily and quickly search for any affiliate’s customer name.

Quick highlight search bar

Filter

You can also refine your search by using filter options to select the affiliate customer type- either as a lead, customer, or churned.

Filter affiliate highlight list