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How to Add Affiliates in the Affiliate Manager

Affiliates are individuals or businesses that promote your products or services and earn commissions based on the sales or leads they generate. Using…

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On this page
  1. 1. Add New Affiliate Manually
  2. 2. Upload Affiliates in Bulk
  3. 3. Import Affiliates from Contacts
  4. 4. Automate Affiliate Management Using Workflows
  5. What's Next:
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Affiliates are individuals or businesses that promote your products or services and earn commissions based on the sales or leads they generate. Using unique affiliate links, they track their promotions and are commonly referred to as "affiliate marketers" or "publishers."

Here are four simple ways to add and manage affiliates in your Affiliate Manager:

1. Add New Affiliate Manually

  • Go to the Affiliate page and click the "Add" button.
    Step 1 of 4: Go to the Affiliate page and click the "Add" button What this shows Step 1 of 4: Go to the Affiliate page and click the "Add" button. What this shows Shows where to go for step 1 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 1 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you go to the Affiliate page and click the "Add" button. The next step is to choose "New Affiliate" from the options. Step 1 of 4Image 1 of 7 Where to goGo to the Affiliate page and click the "Add" button.
    Buttons and menus referenced "Add""New Affiliate""Save"
    Next stepChoose "New Affiliate" from the options.
    All 4 steps in this procedure
    1. Go to the Affiliate page and click the "Add" button. this image
    2. Choose "New Affiliate" from the options.
    3. Enter the affiliate's details and assign them to a campaign.
    4. Hit "Save" to finalize the addition.
  • Choose "New Affiliate" from the options.
    Step 2 of 4: Choose "New Affiliate" from the options What this shows Step 2 of 4: Choose "New Affiliate" from the options. What this shows Shows what to choose for step 2 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 2 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you choose "New Affiliate" from the options. The next step is to enter the affiliate's details and assign them to a campaign. Step 2 of 4Image 2 of 7 What to chooseChoose "New Affiliate" from the options.
    Buttons and menus referenced "New Affiliate""Add""Save"
    Next stepEnter the affiliate's details and assign them to a campaign.
    All 4 steps in this procedure
    1. Go to the Affiliate page and click the "Add" button.
    2. Choose "New Affiliate" from the options. this image
    3. Enter the affiliate's details and assign them to a campaign.
    4. Hit "Save" to finalize the addition.
  • Enter the affiliate's details and assign them to a campaign.
    Step 3 of 4: Enter the affiliate's details and assign them to a campaign What this shows Step 3 of 4: Enter the affiliate's details and assign them to a campaign. What this shows Shows what to fill in for step 3 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 3 of 4 in the "1. Add New Affiliate Manually" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you enter the affiliate's details and assign them to a campaign. The next step is to hit "Save" to finalize the addition. Step 3 of 4Image 3 of 7 What to fill inEnter the affiliate's details and assign them to a campaign.
    Buttons and menus referenced "Add""New Affiliate""Save"
    Next stepHit "Save" to finalize the addition.
    All 4 steps in this procedure
    1. Go to the Affiliate page and click the "Add" button.
    2. Choose "New Affiliate" from the options.
    3. Enter the affiliate's details and assign them to a campaign. this image
    4. Hit "Save" to finalize the addition.
  • Hit "Save" to finalize the addition.

2. Upload Affiliates in Bulk

  • Navigate to the Affiliate page and click "Add".
  • Select "Upload Affiliate".
    Step 2 of 4: Select "Upload Affiliate" What this shows Step 2 of 4: Select "Upload Affiliate". What this shows Shows what to choose for step 2 of 4 in the "2. Upload Affiliates in Bulk" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 2 of 4 in the "2. Upload Affiliates in Bulk" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you select "Upload Affiliate". For context, this section explains: Navigate to the Affiliate page and click "Add". Select "Upload Affiliate". Download the sample CSV file and populate it with your affiliate data. Upload the completed file and click "Save" to add them in bulk. The next step is to download the sample CSV file and populate it with your affiliate data. Step 2 of 4Image 4 of 7 What to chooseSelect "Upload Affiliate".
    Buttons and menus referenced "Upload Affiliate""Add""Save"
    Next stepDownload the sample CSV file and populate it with your affiliate data.
    All 4 steps in this procedure
    1. Navigate to the Affiliate page and click "Add".
    2. Select "Upload Affiliate". this image
    3. Download the sample CSV file and populate it with your affiliate data.
    4. Upload the completed file and click "Save" to add them in bulk.
  • Download the sample CSV file and populate it with your affiliate data.
    Step 3 of 4: Download the sample CSV file and populate it with your affiliate data What this shows Step 3 of 4: Download the sample CSV file and populate it with your affiliate data. What this shows Shows what this covers for step 3 of 4 in the "2. Upload Affiliates in Bulk" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 3 of 4 in the "2. Upload Affiliates in Bulk" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you download the sample CSV file and populate it with your affiliate data. The next step is to upload the completed file and click "Save" to add them in bulk. Step 3 of 4Image 5 of 7 What this coversDownload the sample CSV file and populate it with your affiliate data.
    Buttons and menus referenced "Add""Upload Affiliate""Save"
    Next stepUpload the completed file and click "Save" to add them in bulk.
    All 4 steps in this procedure
    1. Navigate to the Affiliate page and click "Add".
    2. Select "Upload Affiliate".
    3. Download the sample CSV file and populate it with your affiliate data. this image
    4. Upload the completed file and click "Save" to add them in bulk.
  • Upload the completed file and click "Save" to add them in bulk.

3. Import Affiliates from Contacts

  • On the Affiliate page, click "Add" and select "Import from Contacts".
    Step 1 of 3: On the Affiliate page, click "Add" and select "Import from Contacts" What this shows Step 1 of 3: On the Affiliate page, click "Add" and select "Import from Contacts". What this shows Shows what to choose for step 1 of 3 in the "3. Import Affiliates from Contacts" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 1 of 3 in the "3. Import Affiliates from Contacts" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you on the Affiliate page, click "Add" and select "Import from Contacts". The next step is to choose the contacts you want to convert into affiliates. Step 1 of 3Image 6 of 7 What to chooseOn the Affiliate page, click "Add" and select "Import from Contacts".
    Buttons and menus referenced "Add""Import from Contacts""Import"
    Next stepChoose the contacts you want to convert into affiliates.
    All 3 steps in this procedure
    1. On the Affiliate page, click "Add" and select "Import from Contacts". this image
    2. Choose the contacts you want to convert into affiliates.
    3. Click "Import" to add them to your affiliate program.
  • Choose the contacts you want to convert into affiliates.
    Step 2 of 3: Choose the contacts you want to convert into affiliates What this shows Step 2 of 3: Choose the contacts you want to convert into affiliates. What this shows Shows what to choose for step 2 of 3 in the "3. Import Affiliates from Contacts" section of "How to Add Affiliates in the Affiliate Manager". This screenshot accompanies step 2 of 3 in the "3. Import Affiliates from Contacts" section of "How to Add Affiliates in the Affiliate Manager". At this point in the walkthrough you choose the contacts you want to convert into affiliates. The next step is to click "Import" to add them to your affiliate program. Step 2 of 3Image 7 of 7 What to chooseChoose the contacts you want to convert into affiliates.
    Buttons and menus referenced "Add""Import from Contacts""Import"
    Next stepClick "Import" to add them to your affiliate program.
    All 3 steps in this procedure
    1. On the Affiliate page, click "Add" and select "Import from Contacts".
    2. Choose the contacts you want to convert into affiliates. this image
    3. Click "Import" to add them to your affiliate program.
  • Click "Import" to add them to your affiliate program.

4. Automate Affiliate Management Using Workflows

You can automatically add, remove, and update affiliates using workflow actions. The following actions are available:

  • Add to Affiliate Manager: Automatically adds a contact to the Affiliate Manager with an active status.
  • Update Affiliate: Change the status of an affiliate to either active or inactive.
    • Options: Mark as Active / Mark as Inactive
  • Add to Affiliate Campaign: Adds an affiliate to a specific campaign from the Campaigns tab.
  • Remove from Affiliate Campaign: Removes an affiliate from an existing campaign.

Learn more here.

What's Next:

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