Managing Affiliate Campaign Assignments with Quick Actions

The Quick Campaign Actions feature in your CRM provides a streamlined way to manage affiliate assignments directly from the Affiliate List page. Instead of navigating to individual affiliate profiles, you can perform common campaign management tasks with just a few clicks.

Understanding Quick Campaign Actions

Quick Campaign Actions appear as a menu of options when you click the three-dot icon next to an affiliate's name in the Affiliate List. This menu includes actions like adding to campaigns, removing from campaigns, suspending affiliates, and moving affiliates between campaigns. The feature is designed to save time by eliminating the need to open each affiliate's profile for routine adjustments.

Important: All Quick Campaign Actions begin with the same initial steps. Navigate to the Affiliates page, find the affiliate you wish to manage, and click the three-dot menu next to their name. Then select "Manage Affiliate" to view the available actions.

Key Advantages

• Rapidly add or remove affiliates from campaigns
• Suspend or unsuspend affiliates with minimal effort
• Transfer affiliates between campaigns while managing customer assignments
• Maintain better organization across your affiliate program

Adding an Affiliate to a Campaign

To assign an affiliate to a new campaign:

1. Click the three-dot menu next to the affiliate's name and select "Manage Affiliate"
2. Choose "Add to Campaign" from the options
3. Select the desired campaign from the list that appears

Removing an Affiliate from a Campaign

To remove an affiliate's association with a campaign:

1. Access the "Manage Affiliate" menu from the three-dot icon
2. Select "Remove from Campaign"
3. Choose the campaign from which you want to remove the affiliate

Suspending an Affiliate

To temporarily suspend an affiliate's campaign participation:

1. Open the "Manage Affiliate" menu
2. Choose "Suspend Affiliate"
3. Select the campaign where the suspension should apply

Note: To reverse a suspension, follow the same steps to unsuspend the affiliate. While suspended, affiliates cannot manually add leads, receive commission assignments, or have past activity imported. When unsuspended, their referral links will automatically become active again.

Moving an Affiliate to Another Campaign

To transfer an affiliate from one campaign to another:

1. From the "Manage Affiliate" menu, select "Move to Campaign"
2. Choose the destination campaign
3. Decide how to handle existing customers:
   • Keep in old campaign: Existing customers remain associated with the original campaign for commission purposes
   • Move to new campaign: Future commissions from existing customers will follow the new campaign's rules
4. Choose whether to send a welcome email (this option only applies if the target campaign has welcome emails enabled)
5. Click "Move Affiliate" to complete the transfer

Frequently Asked Questions

Q: Can I reverse a "Move to Campaign" action?
A: There is no direct undo function, but you can manually move the affiliate back to the original campaign.

Q: Do affiliates receive notifications when moved or suspended?
A: Welcome emails depend on the campaign settings and your selection during the move process. Suspensions do not typically trigger notifications.

Q: Can I use Quick Campaign Actions for bulk operations?
A> No, these actions are designed for individual affiliates. For bulk management, use workflows or manual bulk processing methods.

Q: How does suspension affect referral links?
A: Suspended affiliates' links will not track conversions. When unsuspended, the links automatically resume normal functionality.