How to Add New Affiliates

How to Add New Affiliates

Modified on: Tue, 27 Feb, 2024 at 10:52 AM


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Adding new affiliates is now easier than ever. Follow these simple steps to get started:

TABLE OF CONTENTS


Step 1: Initiate the Process:

  • Click on "Add" located at the top right corner.

Step 2: Create a New Affiliate:

  • Click on "New Affiliate" to start the process.

Step 3: Enter Basic Affiliate Details:

  • Fill in the essential details such as Email and Name for the new affiliate.

  • You can also assign the new affiliate to an existing Affiliate Campaign right on the same screen.

Step 4: Finish Adding the Affiliate

  • Click on "Done" to add your new affiliate instantly. Alternatively, proceed to add additional details and tweak advanced settings.

Step 5: Additional Information:

  • On the Additional Info page, provide extra information for your affiliate.

  • You can upload W-8 and W-9 forms for affiliates, if applicable.

  • Click "Save" after adding the required additional information.

Step 6: Advance Settings:

  • Click on "Advance Settings" to customize the unique referral ID for your affiliate's referral link for different campaigns. You can also add Coupons code for the New Affiliate.

  • You can also switch between different campaigns for the same affiliate.

  • After making any final changes, click on "Done."

Step 7: Final Steps:

  • The magic link for your new affiliate's portal will be generated and shown. You can directly login to the portal or share it with your new affiliate.

  • The same link can be conveniently shared via the "Affiliate Program Welcome Email" template.

With these straightforward steps, you can efficiently add new affiliates, ensuring a seamless experience for both you and your affiliates. Happy affiliating!

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