The Affiliate Manager Dashboard helps you manage your affiliate marketing from one place. Whether you're adding affiliates, tracking performance, or setting up commissions, this guide walks you through the dashboard.
What is the Affiliate Manager Dashboard?
The Affiliate Manager Dashboard lets you oversee your affiliate marketing programmes within the CRM, with tools for monitoring affiliate activity, tracking referrals, and managing commissions.
Getting Started with the Affiliate Manager Dashboard
Navigate to the Affiliate Manager Dashboard from the Marketing > Affiliate Manager dropdown.
Creating a New Affiliate or Campaign
Click the New button to create campaigns or affiliates directly from the dashboard.
Date Range
Filter the date range on the Affiliate Dashboard from the calendar dropdown.
Campaign
Select "All Campaign" for an overview of all campaign data, or choose a specific campaign to see more detail.
Core Metrics
View a summary of total revenue, conversion rate, and total customers.
Conversion Trend
The Conversion Trend line graph shows lead and customer trends across your campaigns for the selected date range.
Affiliate Leaderboard
See your top 10 affiliates here. Filter by revenue, commissions, leads, or customers.
Pending Actions
Monitor pending payouts and commissions here. Click "Pending Payouts" to go straight to the payouts page.
Latest Commissions and Affiliates
Stay up to date with your newest affiliates and latest commissions. Approve or deny commissions directly from this section.
To export your affiliates' sales as a CSV, click the button in the right corner.
Using the Affiliate Manager Dashboard, you can refine your affiliate marketing strategy, track performance accurately, and build strong relationships with your affiliates.
Frequently Asked Questions (FAQs)
Q: How do I add affiliates?
- Go to the Affiliate Manager Dashboard and find the option to add new affiliates. You can add them manually or send them the generated sign-up link.
Q: Can I track affiliate performance and referrals?
- Yes, the dashboard lets you track affiliate performance, monitor referral activity, and generate reports to analyse campaign effectiveness.
Q: How are commissions managed?
- You can set commission rates and payment schedules, and view commission payouts to affiliates from the dashboard.
Q: How can I customise affiliate communications?
- You can customise affiliate communications, including welcome emails, commission notifications, and promotional updates, through the Affiliate settings. Tailor your messages to fit your brand and keep affiliates engaged.