Affiliate Manager Overview

Modified on Thu, 02 Mar 2023 at 10:54 PM

The Affiliate Manager system allows you to manage your referral and affiliate network directly within the system. In this article, we’ll give you an overview of the Affiliate Manager. (Check out our other tutorials for thorough guides to get started.)

Please note:

- Affiliate commission is tracked via a sale happening first in Stripe. The system does not currently track refunds for One-time products or Subscriptions

- For subscription cancellations, the Affiliate Manager administrator can choose to pay 15, 30 or 60 days after the sale has occurred. This allows for sufficient time for the administrator to deny commission if the subscription gets canceled. Once canceled the lead will move into the churned category and can later be re-activated by initiating another checkout or enrolling them again in Stripe.

- The affiliate commission can be one-time or recurring depending on the Stripe product being sold.

- Payments are a manual process that would need to be done by the Affiliate Manager Administrator

- If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted value



Covered in this Article

Pre-requisite for making an Affiliate Manager’s Campaign live


Setup Guide Overview

Step 1: Create your Funnel & Add products (See Guide)

Step 2: Upload or add affiliates to the Affiliate Manager (See Guide)

Step 3: Create an Affiliate Manager Campaign (See Guide)

Step 4: Managing Affiliate Payouts (See Guide)


How does the Affiliate Manager work? 


Frequently Asked Questions 





Pre-requisite for making an Affiliate Manager’s Campaign live

  • Enable Stripe Connect on your locations (Settings -> Integrations -> Stripe Connect)
  • Add/Upload Affiliates on Affiliate Manager
  • Create your campaign with:
  1. Funnel/website selection
  2. Products that you want the commission split on
  3. List of affiliates
  4. Commission percentage
  5. Payout frequency
  6. Cookie life.



Setup Guide Overview

These are the steps to creating and using the Affiliate Manager feature (each covered thoroughly in a separate guide).

Step 1: Create a Funnel And Add Products to it (See Guide)

Step 2: Upload or Add your Affiliates to the Affiliate Manager (See Guide) 

Step 3: Create an Affiliate Manager Campaign (See Guide) 

Step 4: Manage your Affiliate Payouts (See Guide) 

Pro Tips:

  • After the affiliate campaign is created and is live/published, each enrolled affiliate will receive a unique affiliate link that they can share with their network.
  • Check the ‘Payout-Pending’ tab to see commissions and payouts (updates on the 1st of the following month from when a customer signs up using an affiliate link).
  • An affiliate owner can view generated payouts and determine whether to approve or deny each of them for payout.
  • After the payment is approved, the affiliate owner needs to export the list and upload it to their payment gateway to manually make payment(s). Then the recorded payment needs to be updated to a status of ‘Paid’ in the Affiliate manager.


How does the Affiliate Manager work? 

  1. Once an affiliate campaign is created and published/live, all the enrolled affiliates will receive their unique affiliate link, which they can share with their network.
  2. As soon as a customer signs up through an affiliate link, the payout, and commission get recorded and published on the ‘Payout - Pending’ tab on the 1st of the following month.
  3. The affiliate owner can see the list of all the generated payouts and choose to approve or deny them for a payout.
  4. Once they are approved for a payout, the affiliate owner needs to take an export and upload it on their payment gateway to manually make the payment as per that CSV.
  5. Once the payment has been made, the affiliate owner needs to update the status in Affiliate Manager to paid so that correct reporting gets reflected for that affiliate and the overall campaign.



Please note:

Development will be adding more tools to the affiliate enviroment. We will be releasing new features and see how users can benefit it and soon would be complete and ready to function in full capacity.






FAQ



1. How does someone get signed up as an affiliate on their own?

Not possible they would need to be added manually by the admin of the campaign.


2. How do I find my affiliate user's links (the email didn’t get sent)?

The email goes out to the email address of the affiliate once a campaign is live. The other way to pull the affiliate link is to go to the Affiliate -> Click on the affiliate in question-> Click on the campaign dropdown -> Select the campaign -> You'll find the affiliate link located to the right of the campaign.


3. How do Affiliates get their stats themselves? 

They can't right now. There is no affiliate view, and a workaround would be to add them as a user in an account.


4. How do Affiliates download their list of leads & list of buyers? - 

Affiliates can not perform any action on the Affiliate Manager as of now.


5. How do you tag existing contacts to the affiliates we imported?

Affiliates in the Affiliate Manager are not linked with the contacts in your contacts list.


6. How do we tag existing buyers (on recurring) to the affiliates we imported? 

Not possible at this moment.


7. I'm using Coupons for my affiliate campaign. How is the affiliate commission calculated?

If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted value.





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