- Introduction to Adding Sub-Affiliates
- Step-by-Step Guide to Adding Sub-Affiliates
- 1. Access the Affiliate Manager
- 2. Select an Affiliate
- 3. Add a New or Existing Contact
- 4. Assign the Correct Campaign
- 5. Review the New Sub-Affiliate
- 6. Editing and Managing Sub-Affiliates
- 7. Deleting a Sub-Affiliate
- Conclusion and Next Steps
Adding sub-affiliates to your affiliate manager has never been easier. With the latest updates, you can now add or remove sub-affiliates with just a few clicks, streamlining your affiliate management process and enhancing your control over affiliate campaigns.
Introduction to Adding Sub-Affiliates
Managing sub-affiliates within your affiliate program used to be a tedious process, requiring customers to make a purchase before becoming sub-affiliates. Now, you can add sub-affiliates directly through the affiliate manager, simplifying the process and increasing efficiency. Here’s a step-by-step guide to help you get started.
Step-by-Step Guide to Adding Sub-Affiliates
1. Access the Affiliate Manager
Begin by navigating to the Marketing section on the left-hand side of your dashboard. Select Affiliate Manager at the top, then click on Affiliate.
2. Select an Affiliate
Choose the affiliate name you want to work with. Scroll down to the bottom of the page and select Sub Affiliate. Click Add Sub Affiliate to begin adding a new sub-affiliate.
3. Add a New or Existing Contact
You have two options for adding a sub-affiliate:
- Existing Contact: If the contact is already in your database, select them from the list.
- New Contact: If the contact does not exist yet, click Add Affiliate and fill in the required information, including their email, first name, last name, company name, and the campaign you want to assign them to.
4. Assign the Correct Campaign
Ensure that you have selected the correct campaign under Campaigns. You can search for the affiliate by name or email to make the selection process faster. Once you have chosen the right contact and campaign, hit Save.
5. Review the New Sub-Affiliate
After saving, you will see the new sub-affiliate listed under the main affiliate’s profile. For example, under the profile “Demo Profile,” you will now see the sub-affiliate “Jane Doe” listed.
6. Editing and Managing Sub-Affiliates
To manage the sub-affiliate:
- Click on the three dots next to the sub-affiliate’s name.
- Choose Edit Affiliate to make changes to their details.
- Select Mark as Inactive to deactivate them if necessary. This option is useful if you need to temporarily or permanently disable a sub-affiliate without deleting them.
7. Deleting a Sub-Affiliate
If you need to delete a sub-affiliate:
- Click on their name.
- Select Delete.
- Confirm by hitting Save. This action will permanently remove the sub-affiliate from the system.
Conclusion and Next Steps
Managing sub-affiliates is now a straightforward process that saves time and enhances control over your affiliate campaigns. By following these simple steps, you can efficiently add, edit, or remove sub-affiliates, ensuring your affiliate program runs smoothly and effectively.
Take advantage of these improvements today to streamline your affiliate management and focus on growing your affiliate network.
