How to set up an affiliate program for your business with an affiliate campaign

Step by step

How it works

1. You create a campaign: what gets promoted, how it's tracked and how much you pay.
2. You add affiliates to the campaign; each one gets their own referral link for that campaign.
3. When someone comes in through the link and fills out the form, books an appointment or buys, the lead or sale is attributed to the affiliate and the commission is calculated.
4. You approve commissions and pay them, automatically through PayPal or manually however you prefer (bank transfer, Stripe, Wise, check).

Create the campaign

1. In the left menu, open Marketing and click Affiliate Manager.
2. Open the Campaigns page and click Add.
3. Under Campaign details, name it and choose the source: funnel, website, store, form, survey, calendar or external website. Link the campaign to the specific item (for example, the sales funnel for product X).
4. In the Commissions step, set the per-sale commission: flat amount or percentage, and whether it applies to the first purchase only or to recurring charges as well.
5. If the source is a form, survey or calendar and you want to pay per lead, turn on Pay Per Lead and set the amount per lead.
6. For tiers (affiliates who recruit sub-affiliates), open the advanced commission settings and configure the levels.
7. Optionally, under Level Up to another Campaign, choose the destination campaign and the milestone (number of customers or revenue) at which an affiliate is promoted automatically.
8. Write the campaign description: this is what affiliates read to understand what they promote and what they earn.
9. Add the affiliates who take part in the campaign (you can also do this later).
10. Review everything and click Publish.

Keep track

1. The affiliate manager dashboard shows leads, customers, clicks and commissions across all campaigns or for one specific campaign.
2. Open an affiliate's profile to see their active links, leads and commissions.