How to Add and Manage Affiliates

Adding and Managing Affiliates

Affiliates are individuals or businesses who promote your products or services in exchange for commissions based on sales or leads they generate. They use unique tracking links to monitor their promotional efforts. Your CRM provides several methods to add and manage affiliates within its system.

Add a New Affiliate Manually

To manually add a single affiliate:

1. Navigate to the Affiliate section in your CRM.
2. Click the Add button.
3. Select the New Affiliate option.
4. Fill in the required affiliate details in the form.
5. Assign the affiliate to a specific campaign if needed.
6. Click Save to complete the process.

Upload Affiliates in Bulk

To add multiple affiliates at once using a CSV file:

1. Go to the Affiliate section and click Add.
2. Choose the Upload Affiliate option.
3. Download the provided sample CSV file template.
4. Populate the template with your affiliate information.
5. Upload the completed CSV file.
6. Click Save to add all affiliates from the file.

Import Affiliates from Existing Contacts

To convert existing contacts in your CRM into affiliates:

1. From the Affiliate page, click Add.
2. Select Import from Contacts.
3. Choose which contacts you want to make into affiliates.
4. Click Import to add them to your affiliate program.

Automate Affiliate Management with Workflows

You can use automated workflows to manage affiliates dynamically. Available workflow actions include:

• Add to Affiliate Manager: Automatically adds a contact as an affiliate with an active status.
• Update Affiliate: Changes an affiliate's status to either active or inactive.
• Add to Affiliate Campaign: Places an affiliate into a specific campaign from the Campaigns tab.
• Remove from Affiliate Campaign: Takes an affiliate out of an existing campaign.