# Affiliate {% embed url="" %} ### Affiliate Overview Within the realm of affiliate marketing, an affiliate refers to an individual who actively promotes a campaign by sharing their exclusive affiliate link with potential customers interested in your product or service. When a sale is successfully made through their efforts, the affiliate receives a commission as compensation. Simultaneously, you also benefit by earning a commission from the sale, creating a mutually advantageous partnership.

#### Search Bar To streamline your search process, simply input the desired name into the search field. This will filter the results, allowing you to quickly and efficiently locate the specific entry you're looking to access.

### Add New Affiliate To add a new affiliate, begin by clicking on the blue Add button located in the top right corner of the Affiliate page. From there, you can add an affiliate individually by filling out their information in the form provided. 1. **First and Last Name** You are required to add the First and last name of the affiliate here. 2. **Email** You must also add the affiliate Email address since their unique link will be sent via mail. 3. **Phone Number** Add the affiliate's phone number here. 4. **Industry** Type in the affiliate 5. **Website URL** Type in the URL for the Website/ funnel you want The affiliate to market for you.

**Add Affiliate** Once you are done filling out the affiliate's info, click on the "Add affiliate" button to confirm the info and add the affiliate. **Upload CSV** If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

### Uploading Affiliate List Uploading an affiliate list can be done individually or as a bulk list. For bulk list upload, simply upload the CSV file that contains the affiliate's list. Click on the Add button and then select Upload CSV which will direct you to the uploading page. There are three simple steps to follow when uploading an affiliate list: #### **Upload** Click on the "Upload Affiliate" which directs you to this page where you can upload your file or just drag and drop it. Before you upload, make sure your file is in CSV format, and also make sure the First name, Last name, and Email fields are included in the columns. The maximum file size you upload is 50MB. Once you're done uploading the file, click on the "Next" button to move to the next step.

**Add Affiliate Manually** If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

#### **Map** Once you've uploaded the file, click on the Next button to proceed to the next step which is the map page. In this page, you will map the columns in your file with the columns in the affiliate table. **Matched** The system automatically identifies the number of fields that match the affiliate column. Those that match will be ticked green whereas those that do not match will be ticked with a red sign.

**Column Header from File** Here you will see all the column headers from your file, this will help you identify the fields that matched and the ones that didn't.

**Preview Info** This column shows you the affiliate's info for each field from your file.

**Affiliate Field** Here you will see the affiliate fields corresponding approved fields matching the ones from your file.

#### **Details** This is the last step in uploading your bulk list; **Import Name** You are required to name the file you are about to upload. you can decide to use the default name which is the date and time it was uploaded (15\_NOV\_2022\_9\_16\_AM) or type in your preferred name.

**Advanced** In the advanced section, you can decide: 1. What to do with contact/s in the .csv file; * Add it to New and Existing Affiliate Records, * Add it as a New Affiliate Record, or * Just Update it with the Existing Record 2. How to find your Existing Contacts; * Email * Names 3. To either Update empty values for existing records or skip them.

### **Affiliate Highlights** With Affiliate Highlights, you can easily track an affiliate's progress across all campaigns or one specific campaign.

Click on affiliate name to view highlight

#### **Edit Affiliate** If you want to edit an affiliate profile just click on the "Edit Affiliate" button.

#### **How to get the Affiliate-id for each Affiliate Manager Campaign** To find the Affiliate-ID for each Affiliate Manager Campaign, click on any affiliate's name in the Affiliate name column to direct you to the affiliate's highlight. From there, search for the specific campaign you want to see or copy the affiliate's unique Affiliate-ID in the campaign search bar. Once you've selected the desired campaign, the unique Affiliate-ID will be displayed directly below the campaign search bar.

#### Highlight Dashboard On the dashboard, you can easily access data about your affiliates. 1. **Number of Customers** You can see the number of customers who came in using the Affiliate's Unique ID. 2. **No of Churned** This area shows the number of customers assigned to this affiliate that canceled their subscription. 3. **Number of Leads** You can see the number of leads this affiliate has. 4. **Owed** You can see the amount owed in this area. 5. **Paid** Here the affiliate will see the total amount he/she's currently paid 6. **Revenue** This shows the total revenue generated by this affiliate throughout his campaigns

#### **Affiliate Table** In the Affiliate Table, you can access all activities associated with each affiliate. Note that activities will only be displayed when campaigns linked to the affiliate are live. 1. **Customer Name** You will see the names of all Customers assigned to this affiliate 2. **Email** The customer's email will be displayed here 3. **Campaigns** The campaign each customer came in through will be displayed here as well. 4. **Plan**You will see the Plan each customer subscribed to in this column. 5. **Status** You can also see the status of the plan the customers are on. 6. **Revenue** You will see the revenue that has been generated from each customer. 7. **Commission** You will see the commission that the affiliate earned from customers from each campaign. 8. **Join Date** The date each customer joined their campaigns.

**Search Bar** With the search bar in the Affiliate Table, you can easily and quickly search for any affiliate's customer name.

**Filter** You can also refine your search by using filter options to select the affiliate customer type- either as a lead, customer, or churned.