Add Sub-Affiliates in the Affiliate Manager

Introduction

The new update to the Affiliate Manager allows users to add and manage sub-affiliates directly without requiring a purchase. This feature enhances efficiency and control over affiliate campaigns, making it easier to handle sub-affiliates.

How-to Steps

1. Access Affiliate Manager:

   • Navigate to the marketing section on the left and select 'Affiliate Manager.'

   • Make sure you have a campaign with an Affiliate.

1. Add a Sub-Affiliate:

   • Click on the affiliate name you want to manage.

   • Scroll down to the 'Sub-Affiliate' section and click 'Add Sub-Affiliate.'

1. Select or Add a Contact:

   • Choose an existing contact from your database or add a new contact by providing their email, first name, last name, and company name.

   • Select the campaign to which they should be assigned.

1. Save the Sub-Affiliate:

   • After selecting or adding a contact, click 'Save' to add them as a sub-affiliate.

1. Manage Sub-Affiliates:

   • To edit or deactivate a sub-affiliate, click on the three dots next to their name and choose the appropriate action (edit or mark as inactive).

   • To delete a sub-affiliate, click on their name, then click 'Delete' and confirm the action.

Benefits

• Improved Efficiency:

  • Add and manage sub-affiliates with just a few clicks, saving time and effort.

• Enhanced Control:

  • Gain more control over your affiliate campaigns by easily adding, editing, or removing sub-affiliates.

Pro Tips

• Campaign Selection:

  • Ensure you have selected the correct campaign for each sub-affiliate to maintain organized tracking.

• Inactive Affiliates:

  • Use the 'Mark as Inactive' option to temporarily disable a sub-affiliate without deleting their information.

FAQ/Use Cases

• Can I add a sub-affiliate without an existing contact?

  • Yes, you can add new contacts directly while creating a sub-affiliate.

• How do I edit a sub-affiliate's details?

  • Click on the three dots next to the sub-affiliate's name and select 'Edit Affiliate' to update their information.

• What happens when I mark a sub-affiliate as inactive?

  • The sub-affiliate is temporarily disabled but can be reactivated later if needed.

This update streamlines the process of managing sub-affiliates, providing greater flexibility and control within your affiliate campaigns.