Modified on: Tue, 21 Feb, 2023 at 8:47 AM
Importing contacts to the Affiliate Manager will allow the affiliate administrator to synchronize contacts from their CRM to the Affiliate Manager.
Affiliate admins can:
Import all contacts to the Affiliate Manager
Search for specific contacts and import them
Filter the contacts by tags and import them
Covered in this article
How can I import contacts to the Affiliate Manager?
What is the difference between an active and inactive affiliate?
How to mark an affiliate as active or inactive?
How can I mark affiliates as active or inactive in bulk?
What happens if I update the name, number, and email of my contact, who is also an affiliate?
What happens if I import a contact that already exists in Affiliate Manager?
What happens if I import contacts with the same email-id in Affiliate Manager?
Will contact be created for a manually added/uploaded affiliate?
What happens to the affiliate if its contact card gets deleted?
How can I import contacts to the Affiliate Manager?
Go to Marketing > Affiliate Manager > Click on '+ Add"
Click on 'Import from Contacts'
Select the contacts that you want to import as Affiliates.
What is the difference between an active and inactive affiliate?
Active affiliate - An active affiliate has been added to your campaigns and can use their tracking links to monitor their sales on the platform. This feature lets you easily keep tabs on how well your affiliates perform.
Inactive affiliate - Inactive affiliates cannot be linked to campaigns, and any tracking links will no longer work. However, their historical data from the affiliate manager is still stored and can be accessed.
How to mark an affiliate as active or inactive?
An affiliate can be marked as active or inactive by clicking the icon on the 'Status' column.
How can I mark affiliates as active or inactive in bulk?
Select the affiliates you wish to mark as active or inactive and click the button at the top.
FAQ:
What happens if I update the name, number, and email of my contact, who is also an affiliate?
If a user updates the name, number, and email of a contact in the CRM, these changes will also reflect for that affiliate.
What happens if I import a contact that already exists in Affiliate Manager?
If the contact already exists as an Affiliate in the Affiliate Manager, another contact with the same email-id can not be imported.
What happens if I import contacts with the same email-id in Affiliate Manager?
Affiliate Manager imports contacts with unique email-ids only. Only the first contact will get imported if two contacts have the same email.
Will contact be created for a manually added/uploaded affiliate?
No, a contact is not created for an affiliate that is manually added or uploaded in the existing set-up.
What happens to the affiliate if its contact card gets deleted?
The affiliate stays in the Affiliate Manager if a contact card is deleted.