Effectively managing customers within your affiliate program is crucial to ensuring accurate commission tracking and the overall success of your affiliate initiatives. Whether you need to remove inactive customers or control their commission eligibility, having the right tools at your disposal is key to making the process smooth and efficient. Below, we outline the steps for disabling, enabling, and deleting customers, as well as managing commissions, to help you maintain a seamless affiliate program.

Let’s start by accessing the Affiliates section of the Affiliate Manager. Next, locate the affiliate whose customer you wish to modify, and access their Affiliate page by clicking on their name.

Disabling/Enabling a Customer #

To ensure that customers are appropriately tracked within your affiliate program, you may need to disable or enable their status. This can be particularly useful for handling situations where customers are no longer eligible for commissions or need to be reactivated at a later stage.

In the Customers tab, find the customer you wish to disable or enable. Utilize the search bar or filters for quick access.

Next, click the three dots next to the customer’s name and select either “Disable Customer” or “Enable Customer” as needed, and confirm your action when prompted.

After disabling, the customer’s status will change to “Disabled,” and no further commissions will be tracked. You can re-enable the customer by following the same steps and selecting “Enable Customer.”

Removing a Customer from an Affiliate #

Occasionally, it may be necessary to completely remove a customer from an affiliate’s profile, especially when they are no longer relevant to your affiliate program or have been incorrectly associated.

Click Move Customer to re-assign them to a different affiliate. Select the affiliate, then click move. Toggle the relevant option to transfer the associated commissions as well.

To delete instead, click the “Delete” button within the customer’s actions menu, and confirm your action when prompted. The customer will no longer be linked to the affiliate, and future commissions from this customer will no longer be generated.

Deleting Commissions #

You may also need to delete commissions, such as in cases where a commission requires correction. To do so, first view the commissions associated with the customer.

Next, head to the Commissions tab, where you can locate the specific commission you wish to delete.

Note: Only denied commissions can be deleted, so if necessary, deny the commission first.

After denying the commission, click the three dots next to it and select “Delete.” Confirm your action when prompted.

By utilizing the tools to disable, enable, and delete customers, as well as manage commissions, you ensure that your affiliate program runs smoothly and remains well-organized. This flexibility allows you to keep your program efficient, transparent, and responsive to changes.

Frequently Asked Questions #

How do I disable or enable a customer under an affiliate? #

In the Customers tab, click the three dots next to the customer’s name, select “Disable Customer” or “Enable Customer,” and confirm the action.

What happens when a customer is disabled? #

The customer’s status changes to “Disabled” and no further commissions are tracked for them until they are re-enabled.

Can I move a customer to a different affiliate? #

Yes. Use Move Customer to reassign them to another affiliate, and toggle the option to transfer the associated commissions if needed.

What happens when I delete a customer from an affiliate? #

The customer is no longer linked to that affiliate, and future commissions from this customer will no longer be generated.

Can I delete any commission? #

No. Only denied commissions can be deleted, so you must deny the commission first before deleting it.

How do I delete a denied commission? #

In the Commissions tab, click the three dots next to the denied commission, select “Delete,” and confirm the action.