The Affiliate Portal serves as a centralized hub where affiliates can manage every aspect of their marketing efforts. It offers real-time access to performance metrics, commission details, customer data, and campaign analytics. Affiliates can log in to view their leads, track earnings, access referral links, and stay informed about the affiliate program, all in one place.

Configuring the Affiliate Portal #

Enabling the App #

Before your customers can use the Affiliate Portal, you must enable it as a Client Portal app. To do so, navigate to the App Permissions section in the Client Portal Settings.

Then, select the Affiliates option from the available child apps. Be sure to click save afterwards.

Now that you have enabled it, you can tailor the affiliate experience by enabling or disabling features to match your operational requirements in the Affiliate Manager Settings.

Customizing Available Features #

Navigate to Affiliate Manager from the left-hand menu of your sub-account, then click the Settings tab at the top and select the Affiliate Portal Settings. Here, you can use the toggle switch to enable (green) or disable (gray) each setting.

• Require W9/W8 Form Uploads: Prompts affiliates to upload necessary tax forms, ensuring tax compliance and preventing payout delays.
• Mask Referral Emails: Obscures portions of customer email addresses (e.g., john****@gmail.com), enhancing data privacy and protecting sensitive lead information.
• Require Payout Method Setup: Prompts affiliates to configure a valid payout method (e.g., PayPal or bank account), reducing manual follow-ups and facilitating timely payments.
• Configure Payout Methods: Allows you to select which payout methods are visible to affiliates, providing control over how commissions are distributed.

Finally, click Save to apply your changes.

Best Practices #

• Always enable at least one payout method to avoid confusion for new affiliates.
• Use referral email masking for sensitive campaigns or to limit exposure to customer data.

How Does an Affiliate Gain Access to the Portal? #

Affiliates are granted access to the portal via an invitation email, which is sent automatically once they’re added to an active campaign. To ensure the invite is sent, ensure that the “Invite Email” option is enabled in the campaign settings. You can also automate welcome emails or SMS messages containing onboarding instructions.

Affiliates use the credentials from the invitation email to log in. Upon login, they are taken to their Affiliate Dashboard, where they can view campaign data and access key tools such as referral links. If they are not automatically redirected, they can open the app switcher and select “Affiliates” from the available options.

Affiliate Portal Features #

Dashboard #

Affiliates can view all active campaigns and key performance indicators, including leads, customers, clicks, and commissions. Referral links are easily accessible from this screen.

Sub-Affiliates #

If the program supports sub-affiliate tiers, affiliates can manage and view their sub-affiliates here. They can also access a shareable sign-up URL to recruit new sub-affiliates.

Leads/Customers #

This section provides detailed insight into customer activity generated via the affiliate’s links, allowing them to assess the impact of their efforts.

Commissions #

Affiliates can view earned commissions, revenue generated, and the current status of payouts here.

Payout Methods #

In this section, affiliates can add and manage their payout methods and tax forms.

Media #

The Media section displays files shared with the affiliate by the campaign owner, allowing them to copy media links or download assets.

By leveraging the portal’s capabilities, both you and your affiliates can drive performance, maintain transparency, and foster lasting partnerships.

Frequently Asked Questions #

How do I enable the Affiliate Portal? #

Go to App Permissions in the Client Portal Settings, select the Affiliates option from the child apps, and click save.

Where do I customize Affiliate Portal features? #

Open Affiliate Manager, click the Settings tab, and select Affiliate Portal Settings, where you can toggle each feature on or off.

How do affiliates get access to the portal? #

Affiliates receive an invitation email automatically once added to an active campaign, provided the “Invite Email” option is enabled in the campaign settings.

What does Mask Referral Emails do? #

It obscures portions of customer email addresses to enhance data privacy and protect sensitive lead information.

What can affiliates do from their dashboard? #

They can view active campaigns and key metrics such as leads, customers, clicks, and commissions, and easily access their referral links.

Why require a payout method setup? #

Requiring affiliates to configure a valid payout method reduces manual follow-ups and helps facilitate timely commission payments.