Managing Customer Associations for Affiliates

Overview

Managing which customers are linked to your affiliates is essential for accurate reporting and commission payments. This guide covers how to remove a customer from an affiliate, temporarily disable their commission tracking, delete specific commission records, and move a customer to a different affiliate.

Removing a Customer from an Affiliate

This action permanently severs the link between a customer and an affiliate. Future purchases by this customer will not generate commissions for the affiliate.

Step 1: Access the Affiliate's Profile

From the main Affiliates section, locate and click on the name of the affiliate whose customer list you need to manage.

Step 2: Find the Customer

Within the affiliate's profile, navigate to the Customers tab. Use the search or filter options to quickly locate the specific customer.

Step 3: Delete the Association

Click the Delete button associated with that customer's entry. Confirm the action when prompted. The customer will no longer appear in this affiliate's customer list.

Disabling or Enabling a Customer

Disabling a customer pauses all future commission tracking for that affiliate without removing the historical link. This is useful for suspected fraudulent accounts or specific business exceptions.

Step 1: Access the Affiliate's Profile

Navigate to the profile of the affiliate in question.

Step 2: Find the Customer

Go to the Customers tab and locate the customer you wish to disable or re-enable.

Step 3: Toggle the Customer Status

Click the three-dot menu next to the customer and select Disable Customer. Confirm your choice. The customer's status will update to "Disabled." To re-enable them later, follow the same steps and select Enable Customer from the menu.

Deleting a Commission Record

You can delete individual commission entries. Note that a commission must first be in a Denied state before it can be deleted.

Step 1: Access the Affiliate's Profile

Open the profile of the affiliate whose commission you need to delete.

Step 2: Find the Commission

Switch to the Commissions tab. Locate the specific commission entry. If it is not already denied, you must deny it first using the options menu.

Step 3: Delete the Commission

Once the commission is marked as Denied, click the three-dot menu for that entry again and select Delete. Confirm the action to permanently remove the record.

Moving a Customer to a Different Affiliate

You can transfer a customer (and their unpaid commissions) from one affiliate to another within the same campaign.

Important Notes:

• The customer can only be moved to an affiliate within the same campaign.
• If you choose to move associated commissions, only unpaid commissions will be transferred. Paid commissions stay with the original affiliate.

Step 1: Go to the Source Affiliate Profile

Navigate to the profile of the affiliate to whom the customer is currently assigned.

Step 2: Open the Customers Tab

Within the affiliate's profile, find and select the Customers tab.

Step 3: Initiate the Move

Click the three-dot menu next to the customer you want to move and select Move Customer.

Step 4: Select the New Affiliate

A window will appear. Select the destination affiliate from the list.

Step 5: Choose Commission Transfer

Toggle the option "Also move all associated commissions of this Customer to destination Affiliate" to ON if you wish to transfer the customer's unpaid commissions along with them. Click Move to complete the transfer.