How to Set Up and Pay Affiliates for Generating Leads
Introduction Affiliate marketing programs can benefit from diverse commission structures. While traditional models often focus on pay-per-sale, our…
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On this page
- Introduction
- Step 1: Create a New Campaign
- Step 2: Select Source Type
- Step 3: Enable Pay-Per-Lead
- Step 4: Set Per Lead Commission
- Step 5: Configure Advanced Commission Settings (Optional)
- Step 6: Add Campaign Description & Assign Affiliates
- Step 7: Review & Finalize
- Tracking Leads and Commissions
- What's Next:
Introduction
Affiliate marketing programs can benefit from diverse commission structures. While traditional models often focus on pay-per-sale, our platform now supports a Pay-Per-Lead (PPL) model, where affiliates earn commissions for each lead they generate. This approach is ideal for campaigns focusing on forms, surveys, and calendar bookings. Below, we’ll guide you through the process of setting up both lead tracking and PPL commissions, simplifying how you manage and reward affiliate efforts.
TABLE OF CONTENTS
Step 1: Create a New Campaign
- Navigate to the Affiliate Manager under the Marketing section.
- Click on the "Campaign Page" and then the "+ Add" button to create a new campaign.
Step 2 of 2: Click on the "Campaign Page" and then the "+ Add" button to create a… What this shows Step 2 of 2: Click on the "Campaign Page" and then the "+ Add" button to create a new campaign. What this shows Shows what to click for step 2 of 2 in the "Step 1: Create a New Campaign" section of "How to Set Up and Pay Affiliates for Generating Leads". This screenshot accompanies step 2 of 2 in the "Step 1: Create a New Campaign" section of "How to Set Up and Pay Affiliates for Generating Leads". At this point in the walkthrough you click on the "Campaign Page" and then the "+ Add" button to create a new campaign. What to clickClick on the "Campaign Page" and then the "+ Add" button to create a new campaign. All 2 steps in this procedure
- Navigate to the Affiliate Manager under the Marketing section.
- Click on the "Campaign Page" and then the "+ Add" button to create a new campaign. this image
Step 2: Select Source Type
- Choose "Forms," "Surveys," or "Calendars" as the source for your campaign.
- The Pay-Per-Lead model can be enabled for these sources.
Step 2 of 2: The Pay-Per-Lead model can be enabled for these sources What this shows Step 2 of 2: The Pay-Per-Lead model can be enabled for these sources. What this shows Shows what this covers for step 2 of 2 in the "Step 2: Select Source Type" section of "How to Set Up and Pay Affiliates for Generating Leads". This screenshot accompanies step 2 of 2 in the "Step 2: Select Source Type" section of "How to Set Up and Pay Affiliates for Generating Leads". At this point in the walkthrough you the Pay-Per-Lead model can be enabled for these sources. What this coversThe Pay-Per-Lead model can be enabled for these sources. All 2 steps in this procedure
- Choose "Forms," "Surveys," or "Calendars" as the source for your campaign.
- The Pay-Per-Lead model can be enabled for these sources. this image
Step 3: Enable Pay-Per-Lead
- In the "Commissions" tab, toggle on the "Pay-Per-Lead" option to activate this commission structure.
Step 4: Set Per Lead Commission
- Define the commission amount that affiliates will earn for each lead they generate.
- Configure this under the "Per Lead Commission" settings.
Step 2 of 2: Configure this under the "Per Lead Commission" settings What this shows Step 2 of 2: Configure this under the "Per Lead Commission" settings. What this shows Shows what this covers for step 2 of 2 in the "Step 4: Set Per Lead Commission" section of "How to Set Up and Pay Affiliates for Generating Leads". This screenshot accompanies step 2 of 2 in the "Step 4: Set Per Lead Commission" section of "How to Set Up and Pay Affiliates for Generating Leads". At this point in the walkthrough you configure this under the "Per Lead Commission" settings. What this coversConfigure this under the "Per Lead Commission" settings. All 2 steps in this procedure
- Define the commission amount that affiliates will earn for each lead they generate.
- Configure this under the "Per Lead Commission" settings. this image
Step 5: Configure Advanced Commission Settings (Optional)
- Set up multiple tiers under the advanced commission settings if needed.
- This allows you to reward affiliates and their sub-affiliates at different levels.
Step 6: Add Campaign Description & Assign Affiliates
- Add a description to explain the campaign's goals to your affiliates.
- Assign the affiliates who will be part of this campaign.
Step 2 of 2: Assign the affiliates who will be part of this campaign What this shows Step 2 of 2: Assign the affiliates who will be part of this campaign. What this shows Shows what this covers for step 2 of 2 in the "Step 6: Add Campaign Description & Assign Affiliates" section of "How to Set Up and Pay Affiliates for Generating Leads". This screenshot accompanies step 2 of 2 in the "Step 6: Add Campaign Description & Assign Affiliates" section of "How to Set Up and Pay Affiliates for Generating Leads". At this point in the walkthrough you assign the affiliates who will be part of this campaign. What this coversAssign the affiliates who will be part of this campaign. All 2 steps in this procedure
- Add a description to explain the campaign's goals to your affiliates.
- Assign the affiliates who will be part of this campaign. this image
Step 7: Review & Finalize
- Double-check all settings and make any final adjustments.
- Click 'Publish' to make your campaign live.
Tracking Leads and Commissions
- Monitor Leads: Once your campaign is live, you can track leads and their associated commissions directly from the affiliate’s profile page.
- View Commissions: The Commissions tab will show the "Lead Commission" in the Product column, indicating the source of the commission for each lead.
Step 2 of 2: View Commissions: The Commissions tab will show the "Lead Commission"… What this shows Step 2 of 2: View Commissions: The Commissions tab will show the "Lead Commission" in the Product column, indicating the source of the commission for each lead. What this shows Shows what this covers for step 2 of 2 in the "Tracking Leads and Commissions" section of "How to Set Up and Pay Affiliates for Generating Leads". This screenshot accompanies step 2 of 2 in the "Tracking Leads and Commissions" section of "How to Set Up and Pay Affiliates for Generating Leads". At this point in the walkthrough you view Commissions: The Commissions tab will show the "Lead Commission" in the Product column, indicating the source of the commission for each lead. What this coversView Commissions: The Commissions tab will show the "Lead Commission" in the Product column, indicating the source of the commission for each lead. All 2 steps in this procedure
- Monitor Leads: Once your campaign is live, you can track leads and their associated commissions directly from the affiliate’s profile page.
- View Commissions: The Commissions tab will show the "Lead Commission" in the Product column, indicating the source of the commission for each lead. this image
Please Note: Custom Embeds/Iframes: For accurate tracking, forms, surveys, or calendars must be added as components within a funnel or webpage. Custom code embeds and iframes are not supported for lead tracking.
What's Next:
- How to create an Affiliate Campaign
- How to Set Up Multi-Tier Commissions
- How to track leads from an Affiliate Campaign
- FAQs for Affiliate Campaigns
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