Affiliates are individuals or businesses that promote your products or services and earn commissions based on the sales or leads they generate. Using unique affiliate links, they track their promotions and are commonly referred to as "affiliate marketers" or "publishers."


Here are four simple ways to add and manage affiliates in your Affiliate Manager:

1. Add New Affiliate Manually

  • Go to the Affiliate page and click the "Add" button.

  • Choose "New Affiliate" from the options.

  • Enter the affiliate's details and assign them to a campaign.

  • Hit "Save" to finalize the addition.

2. Upload Affiliates in Bulk

  • Navigate to the Affiliate page and click "Add".
  • Select "Upload Affiliate".

  • Download the sample CSV file and populate it with your affiliate data.

  • Upload the completed file and click "Save" to add them in bulk.

3. Import Affiliates from Contacts

  • On the Affiliate page, click "Add" and select "Import from Contacts".

  • Choose the contacts you want to convert into affiliates.

  • Click "Import" to add them to your affiliate program.

4. Automate Affiliate Management Using Workflows

You can automatically add, remove, and update affiliates using workflow actions. The following actions are available:

  • Add to Affiliate Manager: Automatically adds a contact to the Affiliate Manager with an active status.
  • Update Affiliate: Change the status of an affiliate to either active or inactive.
    • Options: Mark as Active / Mark as Inactive
  • Add to Affiliate Campaign: Adds an affiliate to a specific campaign from the Campaigns tab.
  • Remove from Affiliate Campaign: Removes an affiliate from an existing campaign.

Learn more here.

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