Managing affiliate participation across multiple campaigns can be time-consuming, especially when dealing with large affiliate lists. The Quick Campaign Actions feature is designed to simplify this process by allowing you to add or remove affiliates from campaigns directly from the Affiliate List Page. This streamlined approach reduces manual effort and enhances your ability to make real-time adjustments to campaign participation.

Adding an Affiliate to a Campaign #

To quickly assign an affiliate to a campaign, follow these steps:

Navigate to the Affiliate Manager, then open the Affiliate List Page.

Locate the desired affiliate, click the three-dot menu next to their name, and select Campaign Actions.

Click Add to Campaign from the Actions menu.

In the pop-up window, choose the campaign you want to assign the affiliate to, then click “Add Affiliate” to apply the changes.

Removing an Affiliate from a Campaign #

To remove an affiliate from a campaign, on the Affiliate List Page, click the three-dot menu next to the affiliate’s name.

Select Remove from Campaign from the Action options.

Choose the campaign from which you wish to remove the affiliate, then click “Remove Affiliate” to finalize the removal.

Moving an Affiliate from a Campaign #

To change an affiliate’s campaign, click the three-dot menu next to the affiliate’s name and select Campaign Actions.

Select Move to Campaign from the dropdown options.

First, select the campaign the contact is currently in, then select the campaign you want them to be added to, and lastly click Next to continue.

Select whether you want the future commissions from the referred customers to remain in the original campaign, or to be attributed to the campaign the affiliate is moved to.

Toggle the welcome email option as per your preference, then click Move Affiliate.

The Quick Campaign Actions feature offers a fast, intuitive way to manage affiliate participation across campaigns without navigating through multiple menus. Whether you’re onboarding new affiliates or updating campaign rosters, these actions help you stay agile and efficient in your campaign management efforts.

Frequently Asked Questions #

What does Quick Campaign Actions do? #

It lets you add, remove, or move affiliates between campaigns directly from the Affiliate List Page without navigating through multiple menus.

How do I add an affiliate to a campaign? #

Click the three-dot menu next to the affiliate, choose Campaign Actions, select Add to Campaign, pick the campaign, and click Add Affiliate.

How do I remove an affiliate from a campaign? #

From the three-dot menu, choose Remove from Campaign, select the campaign, and click Remove Affiliate to finalize.

What happens to commissions when I move an affiliate? #

During a move, you choose whether future commissions from referred customers remain in the original campaign or are attributed to the new campaign.

Can I send a welcome email when moving an affiliate? #

Yes. You can toggle the welcome email option according to your preference before clicking Move Affiliate.

Where do these actions take place? #

All Quick Campaign Actions are performed from the Affiliate List Page within the Affiliate Manager.