Invitation Emails & Magic Links

Modified on Fri, 13 Sep at 5:57 AM

Summary of New Affiliate Manager Features

Recent updates to the Affiliate Manager have introduced two significant improvements: enhanced invite emails and the integration of magic links. Below is an overview of these new features:

  • Minimized Spam Risk: The revamped invite emails now use custom domains, drastically reducing the likelihood of being flagged as spam. This helps ensure that your affiliates receive essential information without delay.

  • Simplified Affiliate Access: Magic links have been added to streamline the login process, allowing affiliates easy access to their portal without needing to remember passwords. These links provide instant access to performance and commission data.

  • Improved User Experience: These updates aim to enhance the efficiency of affiliate management, fostering smoother communication and improving the overall experience for both the business and its affiliates.


Step-by-Step Instructions for Using the New Features

Here’s how you can start leveraging these new capabilities:

Accessing the Affiliate Manager


1. From your CRM dashboard, go to the left sidebar and locate the Marketing tab.


2. Click on the tab and select Affiliates from the Affiliate Manager dropdown menu.

Affiliate Manager


Viewing Affiliate Information


1. Choose an affiliate to view their detailed profile.

Affiliate Details


Creating Magic Links


1. Within the affiliate's profile, locate the option labeled Login Details.

Login Details

2. Clicking on it will generate a magic link. Copy the link and send it to the affiliate for easy access.


Login Link


Real-World Applications and Benefits

These enhancements can positively affect your affiliate program's management. Here are a few ways to use them:

  • Onboarding New Affiliates: The improved invite emails ensure that new affiliates promptly receive all necessary communication, minimizing delays.

  • Streamlined Portal Access: Affiliates juggling multiple platforms will appreciate the ease of magic links, allowing them to quickly check their performance and earnings without the hassle of remembering login details.

  • Better Communication: With the decreased chance of emails being marked as spam, you can more reliably inform your affiliates about promotions, changes to commission structures, or important feedback.


FAQs and Troubleshooting Tips

  • Q: What should I do if an affiliate doesn't receive the invite email?
    A:
     Ask them to check their spam or junk folders first. If it's still not there, verify the email address and resend the invitation.

  • Q: Can I customize the content of the invite emails?
    A:
     Yes, the invite emails can be customized to align with your brand’s tone and messaging. This option is available within the Affiliate Manager settings.

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