Affiliates Manager Overview

The Affiliate Manager allows you to manage your affiliate/referral network within the CRM.

What is an Affiliate Marketing Program?

An affiliate marketing program is a business initiative that involves partnering with individuals or entities, known as affiliates, who promote products or services on behalf of a merchant or company. In this program, affiliates earn a commission or referral fee for each sale, lead, or action generated through their promotional efforts.

The program typically provides affiliates with unique tracking links or codes to track their performance and determine the amount of commission they are eligible to receive.

Affiliate marketing programs are a cost-effective and performance-based marketing model that allows businesses to leverage the reach and influence of affiliates to drive traffic, increase brand exposure, and boost sales.

What is an Affiliate Manager Tool?

An affiliate manager tool is designed to streamline and optimize the management of an affiliate marketing program. Its primary purpose is to provide a centralized platform that enables businesses to effectively recruit, track, and engage with their affiliate partners. The tool facilitates seamless communication, tracks affiliate performance, monitors conversions, and automates commission payouts tracking, thereby empowering businesses to build and nurture strong affiliate relationships, drive revenue growth, and maximize the overall success of their affiliate marketing initiatives.

How do Commissions work?

Commissions are how payouts are essentially earned. The affiliate earns a commission each time someone makes a purchase through the unique link associated with their Affiliate Campaign.

An Affiliates Commissions are based on the commission set in the campaign. You may set a percentage based commission or fix-fee based commission.

How are payouts generated?

Payouts get generated in the 'Payouts' screen under the 'Pending' tab on the 1st of every month and the column 'Due' reflects the date on which the payout should be done to the affiliate based on the configurations done for the campaign they were enrolled into.

Payouts are generated for a specific interval and the ability to make actual payments at a later date. This is mostly used to cover refunds and other issues that might occur.

Affiliate Manager FAQs

May I use the Affiliate Manager for subscriptions and one time payments?

Yes, the Affiliate Manager may be used for subscription and one time payment products.

How does the Affiliate Manager handle leads vs customers?

When using the 2-Step Order form, the lead is recorded when someone fills out step 1 of the order form. The customer is recorded when someone completes the payment.

Are payouts only one time for subscription products?

No, payouts will be scheduled for the 1st of the month. Ensure your commission structure assumes for monthly payouts.

Are affiliate commissions one-time or recurring?

This is depended on the products. If the product is a subscription, the commission will be recurring. If the product is a one-time payment, the commission will be one-time.

Does the Affiliate Manager handle payouts?

No, the Affiliate Manager does not automate payouts to your affiliates. Payments are a manual process that would need to be done by the Affiliate Manager Administrator.

The Affiliates Manager tracks payments that need to be made.

What happens when a coupon is used?

If a coupon is used during check-out, the commission is calculated off that discounted value

How to Access the Affiliate Manager in the CRM

To access the affiliate manager in the CRM Go to Marketing >> Affiliate Manager.

Pre-requisite an Affiliate Manager Campaign

Enable Stripe Connect on your locations (Settings -> Integrations -> Stripe Connect)
Add/Upload Affiliates on Affiliate Manager
Create your campaign with the following: