Add and manage affiliates

An affiliate refers customers to your company and earns a commission.

Invite affiliates to join

1. Open Affiliates and choose Invite affiliates.
2. Choose Copy signup link. Share the link by email, chat, or on your website.
3. The affiliate opens the link, creates an account or signs in, and submits the signup form.
4. Review new applications in Affiliates. Open the three-dot Actions menu in the applicant’s row and choose Approve when needed.

For a specific group, use its signup link from Affiliate groups.

Add an affiliate manually

Use this for an existing affiliate or a record you need to add yourself. Most affiliates can use the signup link above.

1. Open Affiliates and choose Add manually.
2. Enter Name and Email, then Save.
3. Find the new row, open its three-dot Actions menu, and choose Approve.
4. Open the same menu and choose Create login invitation. Share the link with that affiliate.
5. The affiliate signs in with the invited email, opens the link, and chooses Activate invitation.

Review an affiliate

Select the affiliate’s name, or choose View profile from their Actions menu, to read their details and signup answers. Choose Edit details inside the profile to change their name, company, country, or website. Changing a profile does not change the login email. Use a valid two-letter country code, such as US or GB, or leave the country blank. Website URLs must use HTTP or HTTPS and must not contain a username or password.

Under Affiliate activity, choose Customers, Transactions, Commissions, Links, Assigned coupons, or Payouts to see records belonging to that affiliate. Commission approval and settlement appear separately; approval does not mean a payment has been sent.

In Assigned coupons, review the codes assigned directly to the affiliate, their discounts, duration and status. Shared program and group codes remain in Coupon codes. Payouts shows the affiliate’s payout amount, status, method, paid date and reference. A pending payout has no paid date until it is marked paid.

Each tab loads up to 100 records at a time. Choose Load more to include older records. Search filters only the records loaded in that tab. Long references stay on one line; hover to read the full value. On a narrow screen, scroll the table sideways to see the remaining columns.

Approve or suspend

Approve an applicant to give them program access. Suspend an affiliate to stop new referrals and commissions. Their past records stay in the program. Fraud protection also lets you suspend from a blocked event.

Use tags

Create a tag in Affiliates, assign it to an affiliate, then use the tag filter. Tags help you find people; they do not change commission rates. Use groups for group-based rules.