# How to Navigate the Affiliate Profile Page for Efficient Management

> The Affiliate Profile Page provides a comprehensive view of affiliate performance, allowing users to manage and track affiliate activities from one…

- Source: https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-navigate-the-affiliate-profile-page-for-efficient-management
- Section: Marketing / Managing Affiliates
- Reading time: 2 min
- Images: 10, each explained below

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The **Affiliate Profile Page** provides a comprehensive view of affiliate performance, allowing users to manage and track affiliate activities from one centralized location. This page helps streamline affiliate management by offering access to key details, stats, and tools.

![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803390/original/qQeNoQp8XTXKIwy_7IM0vU41nv4G3UzuYA.jpeg)

**Figure 1**

This screenshot appears in "How to Navigate the Affiliate Profile Page for Efficient Management". The text alongside this image reads: The Affiliate Profile Page provides a comprehensive view of affiliate performance, allowing users to manage and track affiliate activities from one centralized location. This page helps streamline affiliate management by offering access to key details, stats, and tools. This part of the guide covers 11 fields, listed below. Immediately after, the guide continues: Key Components of the Affiliate Profile Page.
- What this covers: The Affiliate Profile Page provides a comprehensive view of affiliate performance, allowing users to manage and track affiliate activities from one centralized location. This page helps streamline affiliate management by offering access to key details, stats, and tools.
- Fields: Key Components of the Affiliate Profile Page:, 1. Affiliate Details:, 2. Affiliate Stats:, 3. Campaign Insights:, 4. Direct Campaign Assignment:, 5. Active Referral Links:, 6. Commissions Tab:, 7. Leads Tab:, 8. Customers Tab:, 9. Payouts:, 10. Sub-Affiliate List:
- Controls: Affiliate Profile Page, TABLE OF CONTENTS
- Next: Key Components of the Affiliate Profile Page:

**TABLE OF CONTENTS**

-   [Key Components of the Affiliate Profile Page:](#key-components-of-the-affiliate-profile-page)
    -   [1\. Affiliate Details:](#1-affiliate-details)
    -   [2\. Affiliate Stats:](#2-affiliate-stats)
    -   [3\. Campaign Insights:](#3-campaign-insights)
    -   [4\. Direct Campaign Assignment:](#4-direct-campaign-assignment)
    -   [5\. Active Referral Links:](#5-active-referral-links)
    -   [6\. Commissions Tab:](#6-commissions-tab)
    -   [7\. Leads Tab:](#7-leads-tab)
    -   [8\. Customers Tab:](#8-customers-tab)
    -   [9\. Payouts:](#9-payouts)
    -   [10\. Sub-Affiliate List:](#10-sub-affiliate-list)

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## **Key Components of the Affiliate Profile Page:**

### **1\. Affiliate Details:**

-   Displays crucial information such as the affiliate’s **email**, **join date**, and their **parent affiliate** (if applicable).
-   Includes a **magic link** that gives quick access to the affiliate’s portal.
    
    
![Step 2 of 2: Includes a magic link that gives quick access to the affiliate’s portal](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803388/original/6an_GM7lKf4F8ik-5g8Er5K8QqTK7NEPVg.jpeg)

**Step 2 of 2: Includes a magic link that gives quick access to the affiliate’s portal**

This screenshot accompanies step 2 of 2 in the "1. Affiliate Details:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you includes a magic link that gives quick access to the affiliate’s portal.
- What this covers: Includes a magic link that gives quick access to the affiliate’s portal.
- Controls: magic link, email, join date, parent affiliate

Full procedure:

1. Displays crucial information such as the affiliate’s email, join date, and their parent affiliate (if applicable).
2. Includes a magic link that gives quick access to the affiliate’s portal.  <- this image

    

### **2\. Affiliate Stats:**

-   Get a snapshot of the affiliate’s performance with metrics like:
    -   **Revenue Generated**
    -   **Owed Payouts**
    -   **Number of Leads**
    -   **New Customers**

### **3\. Campaign Insights:**

-   View the affiliate’s involvement across various campaigns.
-   See **summary metrics** such as commissions earned and payouts received.
-   Use filters to:
    -   View data by individual campaigns or get an **aggregate summary**.
    -   Toggle between **active, deleted, and inactive campaigns**.
        
        
![Step 2 of 2: Toggle between active, deleted, and inactive campaigns](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803383/original/270Y4lQTpK823pt8S1cPQawgKMHyeiakIQ.jpeg)

**Step 2 of 2: Toggle between active, deleted, and inactive campaigns**

This screenshot accompanies step 2 of 2 in the "3. Campaign Insights:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you toggle between active, deleted, and inactive campaigns.
- What to choose: Toggle between active, deleted, and inactive campaigns.
- Controls: active, deleted, and inactive campaigns, summary metrics, aggregate summary

Full procedure:

1. View data by individual campaigns or get an aggregate summary.
2. Toggle between active, deleted, and inactive campaigns.  <- this image

        

### **4\. Direct Campaign Assignment:**

-   Assign the affiliate to new campaigns directly from the profile page, streamlining campaign management.
    
    
![Step 1 of 1: Assign the affiliate to new campaigns directly from the profile page…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803382/original/NzW-rJtf6y1ZeM3dXCEBd4aSWit3fd9tuA.jpeg)

**Step 1 of 1: Assign the affiliate to new campaigns directly from the profile page…**

This screenshot accompanies step 1 of 1 in the "4. Direct Campaign Assignment:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you assign the affiliate to new campaigns directly from the profile page, streamlining campaign management.
- What this covers: Assign the affiliate to new campaigns directly from the profile page, streamlining campaign management.

    

### **5\. Active Referral Links:**

-   View all referral links for the affiliate across different campaigns.
    
    
![Step 1 of 2: View all referral links for the affiliate across different campaigns](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803384/original/YbWnHxtMhoaHecZtKusCwl19ZBkv0kjspw.jpeg)

**Step 1 of 2: View all referral links for the affiliate across different campaigns**

This screenshot accompanies step 1 of 2 in the "5. Active Referral Links:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you view all referral links for the affiliate across different campaigns. The next step is to customize referral IDs for specific campaigns as needed.
- What this covers: View all referral links for the affiliate across different campaigns.
- Controls: referral IDs
- Next: Customize referral IDs for specific campaigns as needed.

Full procedure:

1. View all referral links for the affiliate across different campaigns.  <- this image
2. Customize referral IDs for specific campaigns as needed.

    
-   Customize **referral IDs** for specific campaigns as needed.
    
    
![Step 2 of 2: Customize referral IDs for specific campaigns as needed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803386/original/6zKKzs6inpUlJYnBLZxyIZZAyCcnWD6uwQ.jpeg)

**Step 2 of 2: Customize referral IDs for specific campaigns as needed**

This screenshot accompanies step 2 of 2 in the "5. Active Referral Links:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you customize referral IDs for specific campaigns as needed.
- What this covers: Customize referral IDs for specific campaigns as needed.
- Controls: referral IDs

Full procedure:

1. View all referral links for the affiliate across different campaigns.
2. Customize referral IDs for specific campaigns as needed.  <- this image

    

### **6\. Commissions Tab:**

-   Manage affiliate commissions, with quick access to:
    -   **Approve** or **Deny** commissions.
    -   Add commissions manually for an affiliate when necessary.
        
        
![Step 2 of 2: Add commissions manually for an affiliate when necessary](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803387/original/DEde5jFc4uOxWxNAgsbw7gZefwhUQePM7A.jpeg)

**Step 2 of 2: Add commissions manually for an affiliate when necessary**

This screenshot accompanies step 2 of 2 in the "6. Commissions Tab:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you add commissions manually for an affiliate when necessary. This part of the guide covers 1 field, listed below.
- What this covers: Add commissions manually for an affiliate when necessary.
- Fields: Manage affiliate commissions, with quick access to:
- Controls: Approve, Deny

Full procedure:

1. Approve or Deny commissions.
2. Add commissions manually for an affiliate when necessary.  <- this image

        

### **7\. Leads Tab:**

-   Review the affiliate’s leads, with options to **delete leads** as needed.
-   Manually add leads to the affiliate’s list for more control.
    
    
![Step 2 of 2: Manually add leads to the affiliate’s list for more control](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803380/original/rEGdlScA5rxvkuGSdAcGQd199Jolu7XudA.jpeg)

**Step 2 of 2: Manually add leads to the affiliate’s list for more control**

This screenshot accompanies step 2 of 2 in the "7. Leads Tab:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you manually add leads to the affiliate’s list for more control.
- What this covers: Manually add leads to the affiliate’s list for more control.
- Controls: delete leads

Full procedure:

1. Review the affiliate’s leads, with options to delete leads as needed.
2. Manually add leads to the affiliate’s list for more control.  <- this image

    

### **8\. Customers Tab:**

-   Access the list of customers referred by the affiliate, along with their **commission history**.
    
    
![Step 1 of 1: Access the list of customers referred by the affiliate, along with…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803389/original/Ib4vk_R-axunCNc8bhwZiajYWbHKVwGZEQ.jpeg)

**Step 1 of 1: Access the list of customers referred by the affiliate, along with…**

This screenshot accompanies step 1 of 1 in the "8. Customers Tab:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you access the list of customers referred by the affiliate, along with their commission history.
- What this covers: Access the list of customers referred by the affiliate, along with their commission history.
- Controls: commission history

    

### **9\. Payouts:**

-   Track affiliate payouts, with filters by **payout status** (e.g., pending, completed) for easy tracking and accountability.
    
    
![Step 1 of 1: Track affiliate payouts, with filters by payout status (e.g., pending…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033803385/original/1mmpSprSrHKoqFjdCNl8JUU17MabUc1u3w.jpeg)

**Step 1 of 1: Track affiliate payouts, with filters by payout status (e.g., pending…**

This screenshot accompanies step 1 of 1 in the "9. Payouts:" section of "How to Navigate the Affiliate Profile Page for Efficient Management". At this point in the walkthrough you track affiliate payouts, with filters by payout status (e.g., pending, completed) for easy tracking and accountability.
- What this covers: Track affiliate payouts, with filters by payout status (e.g., pending, completed) for easy tracking and accountability.
- Controls: payout status

    

### **10\. Sub-Affiliate List:**

-   Display all **sub-affiliates** associated with the selected affiliate, giving insight into the affiliate’s network structure.

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The **Affiliate Profile Page** is designed to provide easy access to essential information, making it simpler to manage, track, and optimize affiliate performance.

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## **What's Next:**

-   [How to Navigate the Affiliate Profile Page for Efficient Management](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-navigate-the-affiliate-profile-page-for-efficient-management)
-   [How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-use-the-affiliate-portal-a-comprehensive-guide-for-affiliates)
-   [How to add Manual Sales](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-add-manual-sales)

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