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Managing Customers under Affiliates

Managing Customers under Affiliates

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On this page
  1. Deleting a Customer from an Affiliate
  2. Step 1: Navigate to the Affiliate Profile
  3. Step 2: Locate the Customer
  4. Step 3: Delete the Customer
  5. Disabling/Enabling a Customer
  6. Step 1: Navigate to the Affiliate Profile
  7. Step 2: Locate the Customer
  8. Step 3: Disable the Customer
  9. Deleting Commissions
  10. Step 1: Navigate to the Affiliate Profile
  11. Step 2: Locate the Commission
  12. Step 3: Delete the commission
  13. Moving Customers cross Affiliates
  14. Step 1: Go to the Affiliate Manager
  15. Step 2: Scroll to the "Customers" Tab
  16. Step 3: Click the Three-Dot Menu (⋮)
  17. Step 4: Choose "Move Customer"
  18. Step 5: Select the Destination Affiliate
Video 1 Open in a new tab
Effectively managing customers under an affiliate is key to maintaining accurate commission tracking and ensuring your affiliate program runs smoothly. Whether you need to remove inactive customers, reassign them to a different affiliate, or control their commission eligibility, having the right tools makes the process seamless

TABLE OF CONTENTS

Deleting a Customer from an Affiliate

Step 1: Navigate to the Affiliate Profile

  • Go to your Affiliate page
  • Locate the affiliate whose customer you want to remove.
  • Click on the affiliate's name to open their details.

Step 2: Locate the Customer

  • In the Customers tab, find the customer you wish to delete.
  • You can use the search bar or filters to quickly locate them.
    Step 2 of 2: You can use the search bar or filters to quickly locate them What this shows Step 2 of 2: You can use the search bar or filters to quickly locate them. What this shows Shows what this covers for step 2 of 2 in the "Step 2: Locate the Customer" section of "Managing Customers under Affiliates". This screenshot accompanies step 2 of 2 in the "Step 2: Locate the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you you can use the search bar or filters to quickly locate them. Step 2 of 2Image 1 of 8 What this coversYou can use the search bar or filters to quickly locate them.
    Buttons and menus referenced Customers
    All 2 steps in this procedure
    1. In the Customers tab, find the customer you wish to delete.
    2. You can use the search bar or filters to quickly locate them. this image

Step 3: Delete the Customer

  • Click the Delete button next to the customer’s name.
  • Confirm the action when prompted.
    Step 2 of 2: Confirm the action when prompted What this shows Step 2 of 2: Confirm the action when prompted. What this shows Shows how to confirm for step 2 of 2 in the "Step 3: Delete the Customer" section of "Managing Customers under Affiliates". This screenshot accompanies step 2 of 2 in the "Step 3: Delete the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you confirm the action when prompted. For context, this section explains: Click the Delete button next to the customer’s name. Confirm the action when prompted. Step 2 of 2Image 2 of 8 How to confirmConfirm the action when prompted.
    Buttons and menus referenced Delete-
    All 2 steps in this procedure
    1. Click the Delete button next to the customer’s name.
    2. Confirm the action when prompted. this image
     
What Happens After Deleting a Customer?
- The customer will no longer be associated with the affiliate.
- Any future commissions from this customer will no longer be generated

Disabling/Enabling a Customer 

Step 1: Navigate to the Affiliate Profile

  • Go to your Affiliate page
  • Locate the affiliate whose customer you want to remove.
  • Click on the affiliate's name to open their details.

Step 2: Locate the Customer

  • In the Customers tab, find the customer you wish to Disable/Enable.
  • You can use the search bar or filters to quickly locate them.

Step 3: Disable the Customer

  • Click the 3 dots and click Disable Customer.
  • Confirm your action
  • You will see the status tag changed to "Disabled"
  • To enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again.
    Step 4 of 4: To enable, follow the same process and click on Enable Customer… What this shows Step 4 of 4: To enable, follow the same process and click on Enable Customer. What this shows Shows what to click for step 4 of 4 in the "Step 3: Disable the Customer" section of "Managing Customers under Affiliates". This screenshot accompanies step 4 of 4 in the "Step 3: Disable the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you to enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again. This part of the guide covers 1 field, listed below. Step 4 of 4Image 3 of 8 What to clickTo enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again.
    Fields in this part of the guide You will see the status tag changed to "Disabled"
    Buttons and menus referenced Enable Customer.Disable Customer."Disabled"
    All 4 steps in this procedure
    1. Click the 3 dots and click Disable Customer.
    2. Confirm your action
    3. You will see the status tag changed to "Disabled"
    4. To enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again. this image
     
When to disable a customer?
Setting a customer as "Disabled," means no further sales will be tracked, and they will no longer generate commissions. This is helpful for handling fraudulent signups or preventing commission assignments in specific cases.

Deleting Commissions 

Deleting Commissions (video 2) Open in a new tab

Step 1: Navigate to the Affiliate Profile

  • Go to your Affiliate page
  • Locate the affiliate whose commission you want to delete.
  • Click on the affiliate's name to open their details.

Step 2: Locate the Commission

  • In the Commissions tab, find the commission you wish to delete.
  • Only Denied commissions can be deleted, so deny the commission first if required
    Step 2 of 2: Only Denied commissions can be deleted, so deny the commission first… What this shows Step 2 of 2: Only Denied commissions can be deleted, so deny the commission first if required What this shows Shows what this covers for step 2 of 2 in the "Step 2: Locate the Commission" section of "Managing Customers under Affiliates". This screenshot accompanies step 2 of 2 in the "Step 2: Locate the Commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you only Denied commissions can be deleted, so deny the commission first if required. Step 2 of 2Image 4 of 8 What this coversOnly Denied commissions can be deleted, so deny the commission first if required
    Buttons and menus referenced Commissions
    All 2 steps in this procedure
    1. In the Commissions tab, find the commission you wish to delete.
    2. Only Denied commissions can be deleted, so deny the commission first if required this image

Step 3: Delete the commission

  • Once denied, click on the 3 dots again and click on delete.
    Step 1 of 2: Once denied, click on the 3 dots again and click on delete What this shows Step 1 of 2: Once denied, click on the 3 dots again and click on delete. What this shows Shows what to click for step 1 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". This screenshot accompanies step 1 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you once denied, click on the 3 dots again and click on delete. The next step is to confirm your action. Step 1 of 2Image 5 of 8 What to clickOnce denied, click on the 3 dots again and click on delete.
    Buttons and menus referenced Confirm your action
    Next stepConfirm your action
    All 2 steps in this procedure
    1. Once denied, click on the 3 dots again and click on delete. this image
    2. Confirm your action
  • Confirm your action
    Step 2 of 2: Confirm your action What this shows Step 2 of 2: Confirm your action What this shows Shows how to confirm for step 2 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". This screenshot accompanies step 2 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you confirm your action. For context, this section explains: Once denied, click on the 3 dots again and click on delete. Confirm your action. Step 2 of 2Image 6 of 8 How to confirmConfirm your action
    Buttons and menus referenced Confirm your action
    All 2 steps in this procedure
    1. Once denied, click on the 3 dots again and click on delete.
    2. Confirm your action this image

Moving Customers cross Affiliates

Important note :- You can only move a customer within the same campaign.
- If you choose to move commissions, only unpaid commissions will be transferred. Paid commissions will remain with the original affiliate.

Step 1: Go to the Affiliate Manager

  • Head to the Affiliate's profile where the customer is currently assigned.

Step 2: Scroll to the "Customers" Tab

  • Once you're inside the affiliate's profile, scroll down to find the Customers section.

Step 3: Click the Three-Dot Menu (⋮)

  • Next to the customer you want to move, click the three dots to open actions.

Step 4: Choose "Move Customer"

  • Select the "Move Customer" option from the dropdown.
    Step 1 of 1: Select the "Move Customer" option from the dropdown What this shows Step 1 of 1: Select the "Move Customer" option from the dropdown. What this shows Shows what to choose for step 1 of 1 in the "Step 4: Choose "Move Customer"" section of "Managing Customers under Affiliates". This screenshot accompanies step 1 of 1 in the "Step 4: Choose "Move Customer"" section of "Managing Customers under Affiliates". At this point in the walkthrough you select the "Move Customer" option from the dropdown. Step 1 of 1Image 7 of 8 What to chooseSelect the "Move Customer" option from the dropdown.

Step 5: Select the Destination Affiliate

  • In the pop-up, select the affiliate you want to move the customer to.
  • Toggle ON the option "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer unpaid commissions.
  • Hit Move to complete the move!
    Step 3 of 3: Hit Move to complete the move! What this shows Step 3 of 3: Hit Move to complete the move! What this shows Shows what to click for step 3 of 3 in the "Step 5: Select the Destination Affiliate" section of "Managing Customers under Affiliates". This screenshot accompanies step 3 of 3 in the "Step 5: Select the Destination Affiliate" section of "Managing Customers under Affiliates". At this point in the walkthrough you hit Move to complete the move! For context, this section explains: In the pop-up, select the affiliate you want to move the customer to. Toggle ON the option "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer unpaid commissions. Hit Move to complete the move! Step 3 of 3Image 8 of 8 What to clickHit Move to complete the move!
    Buttons and menus referenced Move
    All 3 steps in this procedure
    1. In the pop-up, select the affiliate you want to move the customer to.
    2. Toggle ON the option "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer unpaid commissions.
    3. Hit Move to complete the move! this image

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