Managing your affiliate program is essential for effective marketing campaigns. Adding sub-affiliates is a streamlined process that saves time and enhances efficiency. This guide will walk you through the steps to add and manage sub-affiliates in your affiliate campaigns.
1. Navigate to the Affiliate Manager:
Go to the Marketing section and select the Affiliate Manager at the top.
2. Select an Affiliate:
Choose the affiliate for whom you want to add a sub-affiliate.
3. Add Sub-Affiliate:
Scroll down to the Sub-Affiliate tab.
Click on "Add Sub-Affiliate."
4. Choose or Add a New Contact:
You can either select an existing contact from your database or add a new contact by filling in their email, first name, last name, company name, and the campaign to which they should be assigned.
5. Assign Campaign:
Ensure you have selected the correct campaign under the campaign dropdown.
6. Save Changes:
Click "Save" to add the sub-affiliate to the selected campaign.
Editing Sub-Affiliates:
Click on the three dots next to the sub-affiliate’s name.
Select "Edit Affiliate" to update their details.
How to enable Sub Affiliate Sign ups for Affiliates:
Go to the final step in the campaign creation or editing process.
Click on the "Additional Settings" option.
Turn on the Sub-Affiliate Sign-Up Page by toggling the switch.
Choose the appropriate form for sub-affiliate sign-ups from the dropdown menu.
Click "Finish" to save your changes.
Note: This feature requires campaigns to be tiered( 2 tiers or more), and the signup form must have the required fields (First Name, Last Name, and Email).
You can also configure this option globally in the Global Settings. Affiliates will see a sign-up link in their affiliate portal, which they can share to recruit sub-affiliates.
Setting it Up in Global Settings
1. Access the Affiliate Manager dropdown and select Settings.
2. Under Default Campaign Settings, enable the Sub-Affiliate Sign-Up Page toggle.
3. Select the default form that will be used for sub-affiliate sign-ups in all future campaigns.
Please Note: These changes will only apply to new campaigns created after the settings are updated. Existing or older campaigns will not be affected by these changes.
Affiliate Portal:
Once the settings are configured, affiliates will have access to a sign-up link in their portal. They can share this link to bring in potential sub-affiliates. The portal will also display all active sign-up form links and provide a list of sub-affiliates associated with each affiliate.
Deactivating Sub-Affiliates:
Click on the three dots next to the sub-affiliate’s name.
Select "Mark as Inactive" to deactivate the sub-affiliate.
Deleting Sub-Affiliates:
Click on the sub-affiliate’s name.
Click "Delete" and then "Save" to remove the sub-affiliate.
Q: Can I add a sub-affiliate who is not already in my contact list?
A: Yes, you can add new contacts as sub-affiliates directly from the Affiliate Manager.
Q: How do I know which campaign to assign a sub-affiliate to?
A: Ensure you have selected the appropriate campaign from the campaign dropdown menu when adding a sub-affiliate.
Q: Can I deactivate a sub-affiliate instead of deleting them?
A: Yes, you can mark a sub-affiliate as inactive if you do not want to delete them permanently.
Q: Is there a limit to the number of sub-affiliates I can add?
A: There is no specified limit to the number of sub-affiliates you can add to your campaigns.
Q: How can I keep track of changes made to sub-affiliates?
A: Regularly review the sub-affiliate tab within the Affiliate Manager to track and manage changes
Q. How do affiliates access their sub-affiliate signup link?
A: Affiliates can find their sub-affiliate signup link within their dashboard under the sub-affiliate tab or within the campaign itself in the affiliate section.
