How to Add Affiliates in the Affiliate Manager

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

1. Add New Affiliate Manually

2. Upload Affiliates in Bulk

3. Import Affiliates from Contacts

4. Automate Affiliate Management Using Workflows

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1. Add New Affiliate Manually

• Go to the Affiliate page and click the "Add" button.

• Choose "New Affiliate" from the options.

• Enter the affiliate's details and assign them to a campaign.

• Hit "Save" to finalize the addition.

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2. Upload Affiliates in Bulk

• 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.

3. Import Affiliates from Contacts

• On the Affiliate page, click "Add" and select "Import from Contacts".

• Choose the contacts you want to convert into affiliates.

• Click "Import" to add them to your affiliate program.

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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.