The Affiliate Portal is a centralised hub where affiliates can manage every aspect of their marketing efforts. It gives real-time access to performance metrics, commission details, customer data, and campaign analytics. Affiliates can log in to view their leads, track earnings, access referral links, and stay on top of the affiliate programme, all in one place.
Configuring the Affiliate Portal
Enabling the App
Before your customers can use the Affiliate Portal, you must enable it as a Client Portal app. To do so, navigate to the App Permissions section in the Client Portal Settings.
Then, select the Affiliates option from the available child apps. Be sure to click save afterwards!
Once enabled, you can tailor the affiliate experience by enabling or disabling features to match your operational requirements in the Affiliate Manager Settings.
Customising Available Features
Navigate to Affiliate Manager from the left-hand menu of your sub-account, then click the Settings tab at the top and select the Affiliate Portal Settings.
Here, you can use the toggle switch to enable (green) or disable (grey) each setting.
- Require W9/W8 Form Uploads: Prompts affiliates to upload necessary tax forms, ensuring tax compliance and preventing payout delays.
- Mask Referral Emails: Obscures portions of customer email addresses (e.g., john****@gmail.com), enhancing data privacy and protecting sensitive lead information.
- Require Payout Method Setup: Prompts affiliates to configure a valid payout method (e.g., PayPal or bank account), reducing manual follow-ups and facilitating timely payments.
- Configure Payout Methods: Allows you to select which payout methods are visible to affiliates, providing control over how commissions are distributed.
Finally, click Save (5) to apply your changes.
Best Practices
- Always enable at least one payout method to avoid confusion for new affiliates.
- Use referral email masking for sensitive campaigns or to limit exposure to customer data.
How Does an Affiliate Gain Access to the Portal?
Affiliates are granted access to the portal via an invitation email, which is sent automatically once they're added to an active campaign. To ensure the invite is sent, make sure the "Invite Email" option is enabled in the campaign settings. You can also automate welcome emails or SMS messages containing onboarding instructions.
Affiliates use the credentials from the invitation email to log in. Upon login, they are taken to their Affiliate Dashboard, where they can view campaign data and access key tools such as referral links.
If they are not automatically redirected, they can open the app switcher and select "Affiliates" from the available options.
Affiliate Portal Features
Dashboard
Affiliates can view all active campaigns and key performance indicators, including leads, customers, clicks, and commissions. Referral links are easily accessible from this screen.
Sub-Affiliates
If the programme supports sub-affiliate tiers, affiliates can manage and view their sub-affiliates here. They can also access a shareable sign-up URL to recruit new sub-affiliates.
Leads/Customers
This section provides detailed insight into customer activity generated via the affiliate's links, allowing them to assess the impact of their efforts.
Commissions
Affiliates can view earned commissions, revenue generated, and the current status of payouts here.
Payout Methods
In this section, affiliates can add and manage their payout methods and tax forms.
Media
The Media section displays files shared with the affiliate by the campaign owner, allowing them to copy media links or download assets.
The portal gives both you and your affiliates everything you need to track performance, stay transparent, and build lasting working relationships.