Affiliates

Your own affiliate program: campaigns, commissions and the affiliate portal.

5 articles

How to add affiliates to your program (one by one, by CSV or from your contacts)Under Marketing › Affiliate Manager › Affiliate › Add, choose New Affiliate (email, name and campaign), Upload Affiliate (CSV file with name and email) or Import from Contacts. Then, from each affiliate's three-dot menu, you can add, remove, suspend or move them between campaigns.
How to automate your affiliate program with workflow triggers and actionsIn Automation › Workflows, use the Affiliate created, Affiliate enrolled in campaign, New affiliate sales and Lead created triggers, and the Add to affiliate manager, Add to affiliate campaign, Update affiliate, Remove from affiliate campaign, Add leads under an affiliate and Add manual sales actions.
How to manually record a sale for an affiliate (offline sale or no link used)Under Marketing › Affiliate Manager › Affiliate, open the affiliate's profile, go to the Commissions tab and click Add Sales Manually. Import an existing transaction (by the customer's email) or record a new sale with the amount; the commission is calculated automatically from the campaign rate.
How to set pay-per-lead commissions and custom commissions for one affiliateTo pay per lead, turn on Pay Per Lead in the campaign's Commissions step (form, survey or calendar source) and set the amount. For a commission for just one affiliate, open their profile under Affiliate Manager › Affiliate, click Customize next to the campaign and change the commission.
How to set up an affiliate program for your business with an affiliate campaignUnder Marketing › Affiliate Manager › Campaigns, click Add, choose the source (funnel, website, store, form, survey, calendar or external website), set the commissions (per sale or per lead), write the description, add affiliates and publish. Each affiliate gets their own referral link.