Steps to Add a New Affiliate

To include a new affiliate, start by selecting the "Add" button, which can be found in the upper right corner of the Affiliate page. From there, you can proceed with one of the following options:

Manually Creating an Affiliate Profile

You can manually enter the affiliate’s information by clicking the “+ New Affiliate” button and completing the required fields:

• Email Address: Input the affiliate’s email, as their unique referral link will be sent via email.

• First and Last Name: Enter the affiliate’s full name.

• Company (Optional): If applicable, include the name of the affiliate’s company.

• Campaign Assignment: Choose which campaign the affiliate will be attached to, noting that only one campaign can be selected per affiliate.

Once all the necessary information has been entered, click "Done" to complete the process, or choose "Save and Continue" if you wish to input additional details such as phone numbers, VAT ID, address, or social media profiles.

You may also customize the affiliate's referral link or add promotional coupon codes in the advanced settings.

To finalize the process, click “Done” to save all the details and officially add the affiliate.

Bulk Affiliate Upload Process

For bulk uploads, you can upload a list of affiliates using a CSV file. Begin by clicking the “Add” button, then select "Upload Affiliate," which will take you to the upload page.

Instructions for Bulk Affiliate Upload

1. Upload the File: Make sure the file is saved in CSV format and includes columns for First Name, Last Name, and Email. The maximum file size is 50MB, and a sample CSV file can be downloaded for reference. After uploading, click "Next."

You can switch to manually adding affiliates at any time by selecting the corresponding button.

2. Map Data Fields: Match the columns in your CSV file with the affiliate table fields. Fields that are successfully matched will be highlighted in green, while mismatched fields will be marked in red.

3. Name Your File: In the final step, name the file you’re uploading. You can either keep the default file name, which will include the date and time of the upload, or enter a custom name.

Advanced Bulk Upload Options

In the advanced section, you can specify whether to:

• Add the data as new affiliate records, update existing ones, or merge new data with existing records.

• Choose how to handle empty fields, either by updating or skipping them.

Importing Affiliate Information from Contacts

To streamline the process, you can import affiliate data directly from your contacts. Click the “Add” button and select "Import from contacts" to navigate to the contact selection page. After choosing the contacts you want, click "Import" to transfer their details to the affiliate list.

After the import, the new affiliates will appear at the top of the list within a few minutes.

Reminder: Ensure every affiliate is correctly assigned to the relevant campaign after uploading or importing them.