Affiliate Comprehensive Overview

In affiliate marketing, an affiliate is someone who promotes your products or services by sharing a unique affiliate link. When a customer makes a purchase through their link, the affiliate earns a commission. You also gain revenue from the sale, making it a mutually beneficial arrangement. To begin adding affiliates, head to the Marketing section and select the Affiliates tab from the Affiliate Manager dropdown. 

Utilizing the Search Function

To quickly locate an affiliate, use the search bar to enter the name you're looking for. This filters the list, helping you find the exact affiliate faster. 

Sorting Affiliates by Date Joined

You can filter affiliates by their joining date, making it easier to track campaign performance and monitor recruitment strategies over specific periods. 

Monitoring Affiliate Activity

Once an affiliate is selected, you can track their performance across all or individual campaigns with a convenient summary view. 

Modifying Affiliate Profiles

If you need to update an affiliate’s profile, simply click on the Edit Affiliate details button to make changes. 

Analyzing Affiliate Data

The Statistics Dashboard allows you to view detailed information on affiliates’ performance, including:

• Date Range Filtering: Analyze performance over a specific timeframe by setting start and end dates.
• Revenue: Displays the total revenue generated by the affiliate.
• Amount Owed: Shows how much is owed to the affiliate.
• Leads Generated: See how many leads the affiliate has brought in.
• Customer Count: Track how many customers were brought in through the affiliate’s unique ID.

Overview of All Campaigns

The All Campaign section provides an overview of all your campaigns:

• Commission Overview: Displays the status of commissions—whether they are pending, denied, or approved—as well as total unpaid commissions.
• Payout Overview: Offers insights into payout statuses, including pending, approved, or completed payments.

Detailed Campaign View

Switch between tabs to get a breakdown of individual campaigns for more detailed tracking of each affiliate’s involvement. 

Displaying Deleted Campaigns

To view deleted campaigns, turn on the Show Deleted Campaigns toggle. 

Adding Affiliates to Campaigns

To assign an affiliate to a specific campaign, click the Add to a Campaign button. 

Customizing Referral Links

In the Active Referral Link section, you can view and edit all active referral links. Use the Customize button to change the referral ID or to add a coupon code. 

Overview of Affiliate Activities

The Affiliate Table allows you to view all activities related to each affiliate. The data is only available while campaigns are active and includes:

• Commission Details: Track commissions earned across different campaigns.
• Search Filter: Use the search filter to narrow results by commission status (e.g., pending, approved, denied).
• Manual Sales Entry: Add commissions manually by clicking the corresponding button.
• Customer and Revenue Information: View details about revenue and customers associated with each affiliate’s campaign.

Managing Leads

The Leads section helps you track and manage leads, showing information such as:

• Search Feature: Find leads quickly by entering a name or email.
• Add Leads: You can manually add new leads or import from existing contacts.
• Lead Information: Displays details like name, email, and campaign association.

To remove a lead from an affiliate, click the three dots next to the lead and select Delete Lead. 

Customer Management

In the Customers section, you can manage information about customers linked to affiliates:

• Search Bar: Find customers easily by name or email.
• Customer Information: Displays customer names, emails, and associated campaigns.
• Customer Status and Revenue: See whether the customer is new, active, or inactive, and track their revenue contribution.

Payout Management

The Payout section allows you to handle payouts for affiliates:

• Filter by Status: Filter payouts by pending, approved, or denied status.
• Payout Details: View information such as due dates and payout amounts for each campaign.

Managing Payment Methods

In the Payout Methods section, you can manage the affiliate’s payment methods:

• Payment Provider Information: Currently limited to PayPal.
• Account Information: View the email address associated with the payment method.
• Method Status: See whether the payment method is active.

Sub-Affiliate Management

For campaigns with a multi-tier structure, the Sub-Affiliate section lets you manage sub-affiliates:

• Search and Add Sub-Affiliates: Easily find or add sub-affiliates by name or email.
• Sub-Affiliate Data: View sub-affiliate details, including their campaigns, customers, and leads.
• Payout and Revenue Information: Monitor payouts owed and revenue generated by sub-affiliates.

With this comprehensive guide, you're now equipped to efficiently manage your affiliates and maximize your affiliate marketing efforts. For more insights, feel free to explore additional resources in the Affiliate section!