In a multi-tiered affiliate campaign structure, the ability to add sub-affiliates enhances flexibility by attributing their sales to the parent affiliate. This ensures that both the primary affiliate and their sub-affiliates benefit from the commission structure. In this guide, we will walk you through the process of adding a sub-affiliate under an existing affiliate to optimize your marketing efforts.
Note: This feature is only available to affiliate campaigns with 2 or more commission tiers.
Start by navigating to the affiliate page. This can be found under the ‘Affiliate Manager’ section within the ‘Marketing’ tab of your CRM dashboard.
You will be presented with a list of all your affiliates on the platform. Locate and click on the profile of the affiliate under whom you want to add sub-affiliates. Ensure that the affiliate is active before proceeding to the next steps.
Adding Sub-Affiliates #
Once you are on the affiliate’s profile page, you will see all the relevant information and details about this affiliate. To add sub-affiliates, follow these steps.
Finding the Sub-Affiliate Tab #
Scroll down to the bottom of the page until you find the Sub-Affiliate tab. Click on it to view a list of all sub-affiliates already added under this parent affiliate.
Adding a New Sub-Affiliate #
To add a new sub-affiliate, click on the button on the right side of the screen. A pop-up will appear allowing you to enter the sub-affiliate details.
The first step in the pop-up is to choose the campaign for which you want to add the sub-affiliate. By default, it selects the first campaign the parent affiliate was added to.
You will see two lists in the pop-up. The first list allows you to pick affiliates already present in the system. The second list shows existing sub-affiliates under this parent affiliate. You can search by name or email and click on the profile to add it.
Once you have made your selections, click on ‘Save’.
If the affiliate you wish to add is not already on the platform, you can create a new profile directly from this flow by clicking on Add Affiliate, entering their information, and then saving.
By following the outlined steps, you can efficiently add sub-affiliates to existing affiliates, ensuring your campaigns are organized and running effectively.
Frequently Asked Questions #
When is the sub-affiliate feature available? #
The sub-affiliate feature is only available for affiliate campaigns configured with two or more commission tiers.
Where do I find the affiliate page? #
The affiliate page is located under the Affiliate Manager section within the Marketing tab of your CRM dashboard.
Can I add multiple sub-affiliates at once? #
Yes. Sub-affiliates can be added in bulk from the parent affiliate’s profile.
What if the affiliate I want to add isn’t on the platform yet? #
You can create a new profile directly from the flow by clicking Add Affiliate, entering their information, and saving.
How do I remove a sub-affiliate? #
Click on the sub-affiliate’s profile in the Sub-Affiliate tab and then save your changes to remove them.
What should I do if the Save button doesn’t work? #
Make sure all required fields are filled out and your internet connection is stable. If the problem continues, refresh the page or contact support.
