Affiliates Overview

Affiliates Overview

Within affiliate marketing, an affiliate refers to an individual who actively promotes a campaign by sharing their exclusive affiliate link with potential customers interested in your product or service. When a sale is successfully made through their efforts, the affiliate receives a commission as compensation. Simultaneously, you also benefit by earning a commission from the sale, creating a mutually advantageous partnership.

To begin adding affiliates, navigate to the Marketing section, then access the Affiliates tab from the Affiliate Manager dropdown.

Date Range #

Affiliates can be filtered by the date they joined using the date filter. Filtering by the date an affiliate joined a campaign is crucial for tracking campaign progress and performance over specific timeframes. This helps in evaluating the effectiveness of recruitment strategies and tailoring targeted communications or incentives based on the affiliate’s tenure.

Export #

Download your affiliate list for offline access using the Export button.

Add #

Manually add new affiliates to your affiliate program. This feature allows you to invite individuals or businesses to join your affiliate network, enabling them to promote your products or services in exchange for commissions.

Search #

To streamline your search process, simply input the desired name into the search field. This will filter the results, allowing you to quickly and efficiently locate the specific entry you want.

Filters #

Display affiliates based on the campaigns they joined or their current status using the filters option. Ensure that you click “Apply” after making your selections.

Affiliate Table #

The Affiliate table provides an overview of all the affiliates, whether they were created manually or via automation. Here, you can view their name and status, the campaigns they are enrolled in, and other metrics, including the number of customers, leads, and sub-affiliates attributed to them, as well as the revenue generated.

Affiliate Actions #

Select affiliates from the list to mark them as inactive or to add them to a workflow in bulk. You may choose individuals manually or select all at once by using the checkbox at the top of the list.

Additionally, click the three dots associated with a particular affiliate to edit their details, mark them as active/inactive, reassign contact IDs linked to affiliates, and more.

With these tools at your fingertips, managing your affiliate program becomes a seamless process, from recruiting and organizing affiliates to tracking performance and optimizing campaigns. Leverage the features within the Affiliate Manager to build stronger partnerships, boost sales, and scale your marketing efforts effectively. Check out the Affiliate Highlights article to gain insights into what you see after you click an affiliate from the list.

Frequently Asked Questions #

Where do I add affiliates? #

Navigate to the Marketing section, then open the Affiliates tab from the Affiliate Manager dropdown to begin adding affiliates.

Can I filter affiliates by when they joined? #

Yes. Use the date filter to view affiliates by the date they joined, which helps track campaign progress and performance over specific timeframes.

How do I export my affiliate list? #

Click the Export button to download your affiliate list for offline access.

What information does the Affiliate table show? #

It displays each affiliate’s name and status, the campaigns they are enrolled in, and metrics such as customers, leads, sub-affiliates, and revenue generated.

Can I perform actions on multiple affiliates at once? #

Yes. Select affiliates individually or use the top checkbox to select all, then mark them inactive or add them to a workflow in bulk.

What can I do from the three-dot menu? #

The three-dot menu lets you edit an affiliate’s details, mark them active or inactive, reassign contact IDs linked to affiliates, and more.

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Updated on May 26, 2026
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