How to Navigate the Affiliate Profile Page
Understanding the Affiliate Profile Page
The Affiliate Profile page is your central hub for managing an individual affiliate. It consolidates all their key information, performance data, and management tools into a single, easy-to-navigate view, allowing you to efficiently oversee their activities and contributions.
Key Sections of the Affiliate Profile Page
Affiliate Details
This section displays the affiliate's core information, including their email address, the date they joined your program, and the name of their parent affiliate, if they are part of a sub-affiliate network. A convenient magic link is also provided for quick, direct access to the affiliate's personal portal.
Affiliate Stats
Get an immediate, high-level overview of the affiliate's performance. This area shows key metrics such as total revenue generated, the amount of payouts currently owed, the number of leads acquired, and the count of new customers they have referred.
Campaign Insights
Review the affiliate's performance across all the campaigns they are involved in. You can see a summary of commissions earned and payouts received. Use the available filters to view data for a specific campaign, see a combined summary, or toggle between active, inactive, and deleted campaigns.
Direct Campaign Assignment
Streamline your workflow by assigning this affiliate to new marketing campaigns directly from their profile page, eliminating the need to navigate to a separate area of the CRM.
Active Referral Links
See a complete list of all the referral links this affiliate is using for different campaigns. You also have the ability to customize the referral ID for a specific campaign from this section.
Commissions Tab
Manage the affiliate's commissions effectively. This tab provides options to approve or deny pending commissions. You can also manually add a commission to the affiliate's record when necessary.
Leads Tab
Access the list of all leads associated with this affiliate. From here, you can review the leads and delete any if needed. You also have the option to manually add a lead to the affiliate's record.
Customers Tab
View a detailed list of all customers who were referred by this affiliate. The tab also displays the commission history related to each customer.
Payouts
Track the status of all payouts for this affiliate. You can filter the list by payout status, such as pending or completed, to easily monitor payments and maintain accountability.
Sub-Affiliate List
If the affiliate has recruited others, this section displays the entire network of sub-affiliates working under them, giving you insight into the structure and reach of their referral network.
By utilizing these sections, you can gain a complete understanding of an affiliate's performance and manage your relationship with them efficiently.