Affiliate Access to the Client Portal for Stats and PayPal Information

The Client Portal is a dedicated platform to enhance your affiliates' interaction with your business. This secure, user-friendly interface provides affiliates access to critical information like tracking leads, commissions, payouts, and customer data tied to their affiliate links. It fosters smooth communication and streamlined operations between your organization and its affiliates.

Usage Cases for Affiliate Manager Client Portal:

Tracking Campaign Success: The dashboard on the Client Portal shows the count of leads, customers, and canceled customers who have signed up through an affiliate's links. This information can help your affiliates assess the success of their marketing efforts. They can identify which campaigns are working best and where to improve.

Viewing Payment Information: By accessing the Commission screen, affiliates can view their earned commissions, the amount owed to them, and the total revenue they have generated for your business. This transparency can encourage trust and motivate them to improve their performance further.

Analyzing Customer Behavior Post-Sign-Up: With information on canceled customers, affiliates can understand the reasons behind customer drop-offs and strategize ways to minimize them.

Tracking their Leads: Regularly checking their stats allows affiliates to have informed discussions with your team about their performance, issues, or suggestions for the affiliate program.

How can Affiliates Access the Client Portal?

Adding Affiliate to Campaign: 

As an account owner, navigate to the Affiliate Manager and add your affiliate to an active campaign. Once added, they will automatically receive an email invitation to sign up on the MyPortal app.

Affiliate Sign-Up: 

Your affiliate should click the link in the invitation email. This will redirect them to a sign-up page. Ask them to follow the prompts to create their account.

Affiliate Login: 

Once your affiliate has created their account, they can log in to the MyPortal app using their credentials or a one-time password provided during the sign-up process.

Updating their PayPal Information

Step 1: Access Affiliate Portal

• Affiliates can log in to their portal using the magic link provided.
  
  

Step 2: Navigate to Commissions Tab

• Switch to the "Commissions" tab within the portal.

Step 3: Add Payout Method

• Click on "Add Payout Method."

Step 4: Enter PayPal Email ID

• Enter valid PayPal email ID.

Step 5: Click Done

• Once entered, click on "Done" to save the PayPal payout method.

Accessing the Affiliate Dashboard: 

Once logged in, your affiliate will land on the Affiliate Dashboard, where they can view their stats and affiliate links.

What can my affiliates see in the MyPortal?

In the MyPortal app, your affiliates can access various information and insights. Here's what they can see:

Dashboard Screen: 

Here, affiliates can view all their affiliate links associated with different campaigns they are part of. They can monitor the count of Leads, Customers, and Cancelled Customers who signed up through their affiliate links. Additionally, they can view their payment information, such as the total amount paid to them, the amount owed by the affiliate admin, and the total revenue they've generated for your business.

Leads/Customers Screen: 

On this screen, affiliates can examine the details of leads and customers who signed up through their affiliate links. This data is crucial for understanding their reach and the effectiveness of their promotional efforts.

Commission Screen: 

This screen provides a breakdown of the customers who signed up via their affiliate links, the commission amount owed to the affiliate, and the status of their payout. This allows them to track their earnings and payment status efficiently.

Quick Pointers:

Affiliates should be aware that if they are added to an inactive campaign, they can view their stats, but their affiliate link will be disabled, preventing its use for that particular campaign.

FAQs

Q: Where can my affiliate view their performance statistics?

A: Affiliates can view their stats on the Dashboard screen in the Client Portal. Here, they can see their affiliate links, count of leads, customers, and canceled customers that have signed up through their links.

Q: How can affiliates view their payment information?

A: Affiliates can view their payment details on the Commission screen in the Client Portal. This screen shows the total amount paid to the affiliate, the amount owed by the affiliate admin, and the total revenue generated by the affiliate.

Q: Can my affiliates see the details of the leads and customers who have signed up through their links?

A: Yes, affiliates can view these details on the Leads/Customers screen in the Client Portal.

Q: What if the affiliate is part of an inactive campaign?

A: Affiliates can still view their stats even if they are part of an inactive campaign. However, their affiliate link will show as disabled, and they won't be able to use it until the campaign is activated.

Q: Can affiliates see the reasons why customers canceled?

A: The Client Portal shows the count of canceled customers but doesn't provide specific reasons for cancellation. However, this information can be valuable in identifying trends or issues that may need to be addressed.

Q: How often are the affiliate stats updated?

A: Affiliate stats are updated in real-time, so affiliates can always access the most up-to-date information in the Client Portal.