Affiliate Manager | Adding Sub-Affiliates

Affiliate Manager | Adding Sub-Affiliates

July 30, 20242 min read

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.

How It Works

Steps to Add Sub-Affiliates

  1. Navigate to the Affiliate Manager:

    • Go to the Marketing section and select the Affiliate Manager at the top.

  1. Select an Affiliate:

    • Choose the affiliate for whom you want to add a sub-affiliate.

  1. Add Sub-Affiliate:

    • Scroll down to the Sub-Affiliate tab.

    • Click on "Add Sub-Affiliate."

  1. 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.

  1. Assign Campaign:

    • Ensure you have selected the correct campaign under the campaign dropdown.

  1. Save Changes:

    • Click "Save" to add the sub-affiliate to the selected campaign.

Managing Sub-Affiliates

  1. Editing Sub-Affiliates:

    • Click on the three dots next to the sub-affiliate’s name.

    • Select "Edit Affiliate" to update their details.

  2. Deactivating Sub-Affiliates:

    • Click on the three dots next to the sub-affiliate’s name.

    • Select "Mark as Inactive" to deactivate the sub-affiliate.

  3. Deleting Sub-Affiliates:

    • Click on the sub-affiliate’s name.

    • Click "Delete" and then "Save" to remove the sub-affiliate.

FAQs

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.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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