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How to Add Sub-Affiliates in the Affiliate Manager

Sub-affiliates are affiliates who work under a parent affiliate. They promote products or services through their own networks, and the parent affiliate…

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On this page
  1. Benefits of Sub-Affiliates
  2. 3 Ways to Add Sub-Affiliates
  3. 1. Add Sub-Affiliates Manually
  4. 2. Auto-Enroll New Customers as Sub-Affiliates
  5. 3. Allow Affiliates to Recruit Their Own Sub-Affiliates
  6. What's Next:

Sub-affiliates are affiliates who work under a parent affiliate. They promote products or services through their own networks, and the parent affiliate earns a commission from the sales made by their sub-affiliates. This model helps affiliates expand their networks and increase their earnings.

Our platform supports up to 7-tier affiliate campaigns, allowing affiliates to have multiple sub-affiliates under them.

Please Note: 
The campaign you want to add sub-affiliates to must be multi-tier (tier 2 or above).

TABLE OF CONTENTS

Benefits of Sub-Affiliates

Sub-affiliates allow for a layered commission structure. For example, if Affiliate A refers Affiliate B, and B makes a sale, both A and B earn commissions. This encourages affiliates to grow their teams and generate more leads.

3 Ways to Add Sub-Affiliates

1. Add Sub-Affiliates Manually

1. Add Sub-Affiliates Manually (video 1) Open in a new tab

Manually adding sub-affiliates allows for greater control over who joins a campaign.

Steps:

  1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.
    Step 1 of 9: Navigate to the Affiliate Page: Go to the Affiliate Manager under the… What this shows Step 1 of 9: Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section. What this shows Shows where to go for step 1 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 1 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section. The next step is to select an Affiliate: Click on the affiliate you want to add sub-affiliates under. Step 1 of 9Image 1 of 9 Where to goNavigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.
    Buttons and menus referenced Navigate to the Affiliate PageSelect an AffiliateSwitch to Sub-Affiliate TabAdd Sub-AffiliateChoose CampaignSelect Sub-Affiliates to AddRemove Existing Sub-AffiliatesAdd New Affiliate Profile (Optional)Save
    Next stepSelect an Affiliate: Click on the affiliate you want to add sub-affiliates under.
    All 9 steps in this procedure
    1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section. this image
    2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under.
    3. Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab.
    4. Add Sub-Affiliate: Click the "Add Sub-Affiliate" button.
    5. Choose Campaign: Select the desired campaign from the dropdown.
    6. Select Sub-Affiliates to Add: Choose the affiliates you want to add.
    7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
    8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn't exist.
    9. Save: Save the changes.
  2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under.
  3. Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab.
    Step 3 of 9: Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab What this shows Step 3 of 9: Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab. What this shows Shows what this covers for step 3 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 3 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab. The next step is to add Sub-Affiliate: Click the "Add Sub-Affiliate" button. Step 3 of 9Image 2 of 9 What this coversSwitch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab.
    Buttons and menus referenced Switch to Sub-Affiliate TabNavigate to the Affiliate PageSelect an AffiliateAdd Sub-AffiliateChoose CampaignSelect Sub-Affiliates to AddRemove Existing Sub-AffiliatesAdd New Affiliate Profile (Optional)Save
    Next stepAdd Sub-Affiliate: Click the "Add Sub-Affiliate" button.
    All 9 steps in this procedure
    1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.
    2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under.
    3. Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab. this image
    4. Add Sub-Affiliate: Click the "Add Sub-Affiliate" button.
    5. Choose Campaign: Select the desired campaign from the dropdown.
    6. Select Sub-Affiliates to Add: Choose the affiliates you want to add.
    7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
    8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn't exist.
    9. Save: Save the changes.
  4. Add Sub-Affiliate: Click the "Add Sub-Affiliate" button.
  5. Choose Campaign: Select the desired campaign from the dropdown.
    Step 5 of 9: Choose Campaign: Select the desired campaign from the dropdown What this shows Step 5 of 9: Choose Campaign: Select the desired campaign from the dropdown. What this shows Shows what to choose for step 5 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 5 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you choose Campaign: Select the desired campaign from the dropdown. The next step is to select Sub-Affiliates to Add: Choose the affiliates you want to add. Step 5 of 9Image 3 of 9 What to chooseChoose Campaign: Select the desired campaign from the dropdown.
    Buttons and menus referenced Choose CampaignNavigate to the Affiliate PageSelect an AffiliateSwitch to Sub-Affiliate TabAdd Sub-AffiliateSelect Sub-Affiliates to AddRemove Existing Sub-AffiliatesAdd New Affiliate Profile (Optional)Save
    Next stepSelect Sub-Affiliates to Add: Choose the affiliates you want to add.
    All 9 steps in this procedure
    1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.
    2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under.
    3. Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab.
    4. Add Sub-Affiliate: Click the "Add Sub-Affiliate" button.
    5. Choose Campaign: Select the desired campaign from the dropdown. this image
    6. Select Sub-Affiliates to Add: Choose the affiliates you want to add.
    7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
    8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn't exist.
    9. Save: Save the changes.
  6. Select Sub-Affiliates to Add: Choose the affiliates you want to add.
    Step 6 of 9: Select Sub-Affiliates to Add: Choose the affiliates you want to add What this shows Step 6 of 9: Select Sub-Affiliates to Add: Choose the affiliates you want to add. What this shows Shows what to choose for step 6 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 6 of 9 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you select Sub-Affiliates to Add: Choose the affiliates you want to add. The next step is to remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed. Step 6 of 9Image 4 of 9 What to chooseSelect Sub-Affiliates to Add: Choose the affiliates you want to add.
    Buttons and menus referenced Select Sub-Affiliates to AddNavigate to the Affiliate PageSelect an AffiliateSwitch to Sub-Affiliate TabAdd Sub-AffiliateChoose CampaignRemove Existing Sub-AffiliatesAdd New Affiliate Profile (Optional)Save
    Next stepRemove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
    All 9 steps in this procedure
    1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.
    2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under.
    3. Switch to Sub-Affiliate Tab: Scroll down to the "Sub-Affiliate" tab.
    4. Add Sub-Affiliate: Click the "Add Sub-Affiliate" button.
    5. Choose Campaign: Select the desired campaign from the dropdown.
    6. Select Sub-Affiliates to Add: Choose the affiliates you want to add. this image
    7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
    8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn't exist.
    9. Save: Save the changes.
  7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed.
  8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn't exist.
  9. Save: Save the changes.

2. Auto-Enroll New Customers as Sub-Affiliates

2. Auto-Enroll New Customers as Sub-Affiliates (video 2) Open in a new tab

This option allows you to automatically enroll new customers as sub-affiliates under the affiliate who referred them after a successful sale.

Steps:

  1. Go to the Sub Account Affiliate Manager.
  2. Open an existing campaign or create a new one.
  3. In the last step, expand Additional Settings.
  4. Toggle on Auto Enroll New Customers as Sub-Affiliates.
    Step 4 of 5: Toggle on Auto Enroll New Customers as Sub-Affiliates What this shows Step 4 of 5: Toggle on Auto Enroll New Customers as Sub-Affiliates. What this shows Shows what to choose for step 4 of 5 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 4 of 5 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you toggle on Auto Enroll New Customers as Sub-Affiliates. The next step is to save and publish the changes. Step 4 of 5Image 5 of 9 What to chooseToggle on Auto Enroll New Customers as Sub-Affiliates.
    Buttons and menus referenced Sub Account Affiliate ManagerAdditional SettingsGlobal Settings
    Next stepSave and publish the changes.
    All 5 steps in this procedure
    1. Go to the Sub Account Affiliate Manager.
    2. Open an existing campaign or create a new one.
    3. In the last step, expand Additional Settings.
    4. Toggle on Auto Enroll New Customers as Sub-Affiliates. this image
    5. Save and publish the changes.
  5. Save and publish the changes.

You can also enable or disable this setting globally in the Global Settings section. This will apply to all future campaigns.

3. Allow Affiliates to Recruit Their Own Sub-Affiliates

3. Allow Affiliates to Recruit Their Own Sub-Affiliates (video 3) Open in a new tab

Affiliates can recruit sub-affiliates themselves by sharing a sign-up link. This process makes onboarding easy and gives affiliates more autonomy.

Steps:

  1. When creating or editing a campaign, go to the last step and click on Additional Settings.
  2. Toggle on Sub-Affiliate Sign-Up Page.
    Step 2 of 4: Toggle on Sub-Affiliate Sign-Up Page What this shows Step 2 of 4: Toggle on Sub-Affiliate Sign-Up Page. What this shows Shows what to choose for step 2 of 4 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 2 of 4 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you toggle on Sub-Affiliate Sign-Up Page. For context, this section explains: When creating or editing a campaign, go to the last step and click on Additional Settings. Toggle on Sub-Affiliate Sign-Up Page. Select the form you want to use for sub-affiliate sign-ups. Save the changes by clicking Finish. The next step is to select the form you want to use for sub-affiliate sign-ups. Step 2 of 4Image 6 of 9 What to chooseToggle on Sub-Affiliate Sign-Up Page.
    Buttons and menus referenced Sub-Affiliate Sign-Up PageAdditional SettingsFinishGlobal Settings
    Next stepSelect the form you want to use for sub-affiliate sign-ups.
    All 4 steps in this procedure
    1. When creating or editing a campaign, go to the last step and click on Additional Settings.
    2. Toggle on Sub-Affiliate Sign-Up Page. this image
    3. Select the form you want to use for sub-affiliate sign-ups.
    4. Save the changes by clicking Finish.
  3. Select the form you want to use for sub-affiliate sign-ups.
    Step 3 of 4: Select the form you want to use for sub-affiliate sign-ups What this shows Step 3 of 4: Select the form you want to use for sub-affiliate sign-ups. What this shows Shows what to choose for step 3 of 4 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot accompanies step 3 of 4 in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". At this point in the walkthrough you select the form you want to use for sub-affiliate sign-ups. The next step is to save the changes by clicking Finish. Step 3 of 4Image 7 of 9 What to chooseSelect the form you want to use for sub-affiliate sign-ups.
    Buttons and menus referenced Additional SettingsSub-Affiliate Sign-Up PageFinishGlobal Settings
    Next stepSave the changes by clicking Finish.
    All 4 steps in this procedure
    1. When creating or editing a campaign, go to the last step and click on Additional Settings.
    2. Toggle on Sub-Affiliate Sign-Up Page.
    3. Select the form you want to use for sub-affiliate sign-ups. this image
    4. Save the changes by clicking Finish.
  4. Save the changes by clicking Finish.

You can also configure this option globally in the Global Settings. Affiliates will see a sign-up link in their affiliate portal, which they can share to recruit sub-affiliates.

Steps: (image 8 of 9) What this shows You can also configure this option globally in the Global Settings. What this shows Illustrates the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot appears in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". The text alongside this image reads: You can also configure this option globally in the Global Settings. Affiliates will see a sign-up link in their affiliate portal, which they can share to recruit sub-affiliates. Immediately after, the guide continues: The Affiliate portal will also show a list of all sub-affiliates under each affiliate. Image 8 of 9 What this coversYou can also configure this option globally in the Global Settings. Affiliates will see a sign-up link in their affiliate portal, which they can share to recruit sub-affiliates.
Buttons and menus referenced Additional SettingsSub-Affiliate Sign-Up PageFinishGlobal Settings
Next stepThe Affiliate portal will also show a list of all sub-affiliates under each affiliate.
All 4 steps in this procedure
  1. When creating or editing a campaign, go to the last step and click on Additional Settings.
  2. Toggle on Sub-Affiliate Sign-Up Page.
  3. Select the form you want to use for sub-affiliate sign-ups.
  4. Save the changes by clicking Finish.

The Affiliate portal will also show a list of all sub-affiliates under each affiliate.

Steps: (image 9 of 9) What this shows The Affiliate portal will also show a list of all sub-affiliates under each affiliate. What this shows Illustrates the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". This screenshot appears in the "Steps:" section of "How to Add Sub-Affiliates in the Affiliate Manager". The text alongside this image reads: The Affiliate portal will also show a list of all sub-affiliates under each affiliate. Immediately after, the guide continues: Please note: Forms used for sub-affiliate sign-ups must include First Name, Last Name, and Email. Missing fields will result in errors. The Sub-Affiliate Sign-Up feature only works for multi-tier campaigns (tier 2 or higher). Changes in…. Image 9 of 9 What this coversThe Affiliate portal will also show a list of all sub-affiliates under each affiliate.
Buttons and menus referenced Additional SettingsSub-Affiliate Sign-Up PageFinishGlobal Settings
Next stepPlease note: Forms used for sub-affiliate sign-ups must include First Name, Last Name, and Email. Missing fields will result in errors. The Sub-Affiliate Sign-Up feature only works for multi-tier campaigns (tier 2 or higher). Changes in global settings will only apply to future campaigns.
All 4 steps in this procedure
  1. When creating or editing a campaign, go to the last step and click on Additional Settings.
  2. Toggle on Sub-Affiliate Sign-Up Page.
  3. Select the form you want to use for sub-affiliate sign-ups.
  4. Save the changes by clicking Finish.
 
Please note:
Forms used for sub-affiliate sign-ups must include First Name, Last Name, and Email. Missing fields will result in errors.

The Sub-Affiliate Sign-Up feature only works for multi-tier campaigns (tier 2 or higher).

Changes in global settings will only apply to future campaigns.

By leveraging these methods, you can grow your affiliate network and manage your sub-affiliates effectively, boosting overall sales and commissions.

What's Next:

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