Affiliate Manager | Checking Affiliate Profile

Affiliate Manager | Checking Affiliate Profile

July 30, 20241 min read

The new Affiliate Profile Page offers users a consolidated view of affiliate details and performance metrics, facilitating efficient affiliate management. This feature enhances user experience by providing a centralized location to access key information and perform various affiliate-related tasks.

Navigation Steps

  1. Go to the Marketing Tab:

    • Click on "Marketing" in the main menu.

  2. Select Affiliates:

    • Choose "Affiliates" from the dropdown menu.

  3. Access Affiliate Manager:

    • Hover over "Affiliate Manager" and click on "Affiliates."

  1. View Individual Profiles:

    • Click on an affiliate's name to open their profile.

Key Features

1. Affiliate Details:

  • View essential information such as email ID, join date, parent affiliate (if any), and a magic link for the Affiliate's portal.

2. Affiliate Stats:

  • Review key metrics including revenue generated, owed payouts, number of leads, and new customers.

3. Campaign Insights:

  • Insights into campaign participation and summary metrics like commissions and payouts.

  • Filter by individual campaigns or view aggregate summaries and insights for all campaigns.

  • Toggle to show deleted and inactive campaigns.

4. Direct Campaign Assignment:

  • Assign affiliates to new campaigns directly from the affiliate's profile.

5. Active Referral Links:

  • List all referral links for the affiliates across different campaigns.

  • Customize referral IDs for different campaigns if required.

6. Commissions Tab:

  • Manage commissions with options for approval and denial.

  • Quick buttons to approve or deny commissions.

  • Option to manually add commissions for the affiliate.

7. Leads Tab:

  • Review and delete leads as needed, enhancing lead management capabilities.

  • Option to add leads for the selected affiliate.

8. Customers Tab:

  • Access a list of customers and their commission history.

9. Payouts:

  • Track payouts with filtering options by status, ensuring transparency and accountability.

10. Sub-Affiliate List:

  • Display all sub-affiliates associated with the selected affiliate, providing insights into the affiliate network structure.

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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