Affiliate Highlights gives you a straightforward way to monitor an affiliate's performance, either across all active campaigns or within a specific one. It helps you get quick insights into individual contributions, so you can make more informed decisions and strategic adjustments.

To access affiliate highlights, navigate to the Affiliate section of your account and select an affiliate from the list.

Edit Affiliate

You'll see an overview of the affiliate, including their name, email address, and the date they were first enrolled in an affiliate campaign.

Click the Login Details icon (1) to generate the affiliate's magic link, which you can then share via email or another platform. You can also update their affiliate profile by clicking the "Edit Affiliate details" button, or perform other actions via the three vertical dots (2).

Affiliate Stats

The Statistics dashboard gives you easy access to data about your affiliates.

  • Filter by Date Range: Useful when you want to view data for a particular period. Choose a start and end date range as needed.
  • Revenue: Shows the total revenue generated by this affiliate.
  • Clicks: Displays the number of leads that clicked a referral link.
  • Owned: Shows the amount of payout owed to the affiliate.
  • Leads: The number of leads the affiliate brought in.
  • New Customers: Shows the number of customers who came in using the affiliate's unique ID.

All Campaign

This shows a summary of all the campaigns the affiliate is enrolled in.

  • Commission Summary: Shows the number of commissions that are Pending, Denied, or Approved, and the total amount unpaid for all commissions.
  • Payouts Summary: Shows the number of payouts that are Pending, Approved, or Completed, and the total payments made.

Individual Campaign View

Switch to the tabs next to All Campaigns to see a summary of individual campaigns. There's a tab for every campaign the affiliate is added to.

Add to a Campaign

Click the "Add to a Campaign" button to add an affiliate to a campaign.

Campaign Filters

Choose whether to show deleted and suspended campaigns in the view by applying the filters relevant to your analysis.

When in the All Campaigns window, you'll see a list of all active referral links below. Press the Customize button to update the referral ID or add a coupon code, or copy the link for sharing.

Commissions

If you've selected a campaign, a preview of its commission structure will be shown instead. You can also copy their referral link within this section.

Affiliate Table

The Affiliate Table lets you access all activities associated with each affiliate. Note that activities will only appear when campaigns linked to the affiliate are live.

Commission

You'll see the commission that all affiliates earned from customers in each campaign.

  1. "All, Pending, Approved, and Denied" - Filter your commission details by status: All, Pending, Approved, or Denied.
  2. Search Bar: Search quickly using any affiliate's customer name or email.
  3. Add Sales Manually: Commission a reward manually by clicking this button.
  4. Amount: This column shows the amount for each customer.
  5. Revenue: Shows the revenue generated from each customer.
  6. Created At: Shows when the commission was created.
  7. Customer: Shows the names of all affiliate customers.
  8. Product: Shows the product added to the campaign.
  9. Campaign: Shows the campaign each customer came in through.

You can also select commissions from the list to approve, deny, or delete them in bulk. Choose them manually or select all at once using the checkbox at the top of the list.

Leads

You can see the number of leads here.

  1. Search Bar: Search quickly for any lead name or email.
  2. Add Lead: Click here to add new leads manually or import from contacts.
  3. Customer Name: Shows the names of all customers assigned to this affiliate.
  4. Email: The customer's email will be displayed here.
  5. Created At: Shows when the commission was created.
  6. Source: Shows where the lead comes from, such as a specific website.
  7. Campaign: Shows the campaign each customer came in through.

To remove a lead from an affiliate, click the three dots next to the campaign, then click Delete Lead.

Customers

  1. Search Bar: Search quickly for any lead name or email.
  2. Name: Shows the names of all customers assigned to this affiliate.
  3. Email: The customer's email will be displayed here.
  4. Created At: Shows when the commission was created.
  5. Campaign: Shows the campaign each customer came in through.
  6. Status: Provides details such as whether the customer is new, active, pending, or inactive.
  7. Revenue: Shows the revenue generated from each customer.

Click the three dots next to a customer to manually add commissions, view previous commissions, or delete/disable the customer.

📌 Note:

  • Setting a customer as "Disabled" ensures that no further sales are tracked, and they will no longer generate commissions. This option is useful for managing fraudulent sign-ups or preventing commission assignments in specific situations.
  • Deleting a customer removes their association with the affiliate, and no future commissions will be generated from that customer.

Payout

  1. "All, Pending, Approved, and Denied": Filter your commission details by status: All, Pending, Approved, or Denied.
  2. Status: Shows if the payout is pending or completed.
  3. Due: Indicates the due dates for each payout.
  4. Amount: This column shows the amount to be paid for each campaign.
  5. Payout Month: Shows the default monthly date for each payout.
  6. Campaign: Shows the campaign each customer came in through.
  7. Pay Payout: Issue commissions to the affiliate by clicking this button.

Payout Methods

  1. Added On: Shows the date the payout method was added to the system.
  2. Type: Displays the payment provider associated with the payout method (currently limited to PayPal).
  3. Account Preview: The email address associated with the payout method will be displayed here.
  4. Status: A check mark indicating whether the payment method is live.
  5. Add Payout Method: Lets you add the PayPal account associated with the affiliate directly to the system.

Sub-Affiliate

  1. Search Bar: Search quickly for any lead or sub-affiliate name or email.
  2. Add Sub-Affiliate: Add a new sub-affiliate to an existing affiliate for campaigns with a multi-tiered structure.
  3. Affiliate Name: Shows the names of all sub-affiliates.
  4. Email: The sub-affiliate's email will be displayed here.
  5. Status: Shows the status of the sub-affiliate.
  6. Campaigns: Shows the campaign each sub-affiliate came in through.
  7. Customer Name: Shows the names of all customers assigned to each sub-affiliate.
  8. Leads: Shows the number of leads assigned to each sub-affiliate.
  9. Owed: Shows the payout owed to each sub-affiliate.
  10. Paid: Displays the amount of funds that have been successfully issued to the sub-affiliate.
  11. Revenue: The revenue generated from the sub-affiliate to date.
  12. Join Date: The date the sub-affiliate joined the campaign.

You now know the basics of managing your affiliates' profiles. To learn more, visit the other articles in the Affiliate section.