The Affiliate Manager gives business owners a way to manage their affiliate and referral network directly within the CRM.
Affiliate marketing is a type of advertising where you pay others to promote or refer your product or service. Referrals, when used well, can be remarkably effective. An affiliate promotes a campaign by sharing their unique affiliate link with potential customers interested in your product or service. The affiliate gets paid when they make a sale, and you earn when they do.
Within the Affiliate Manager, you'll see three sections: Campaign, Affiliate, and Payout. An affiliate marketing campaign typically includes one or more configurations that shape how it runs from start to finish. These can range from something simple like a single link, to a more involved multi-step funnel with several components.
Campaign
The key to a successful affiliate marketing campaign is having the right setup for your business and its goals. With the right configuration, you can tailor the campaign to your audience, keep communication with your affiliates clear, and make the most of your returns.
How complex that setup needs to be will depend on your business's goals and requirements. Some businesses need a more involved campaign structure; others do well with something simpler. Either way, the right configuration will help you get the results you're after.
Affiliate
In affiliate marketing, an affiliate is someone who promotes a campaign by sending their unique affiliate link to potential customers interested in your product or service. The affiliate earns a commission when they make a sale, and you earn one too.
In the Affiliate section, you can create, edit, and manage your affiliates. You can bulk upload multiple affiliates at once, saving you time. View the affiliate dashboard to see how many customers have come from each affiliate, the revenue generated, and the commissions owed to each affiliate.
Payout
In this section, the affiliate owner can view a full list of all created payouts and decide whether to approve or reject them for payment. When a customer registers via an affiliate link, the payout and commission are recorded and appear on the Payout - Pending tab on the first day of the following month, or as configured earlier.
Once approved, the affiliate owner needs to export the payout information and manually process the payment through their payment gateway using the provided CSV. After transferring the funds, the status in the Affiliate Manager should be updated to Paid to ensure accurate reporting for both the affiliate and the overall campaign.