One of the most important parts of working with affiliates is tracking the leads they bring in. If those leads don't convert into sales, you can use Forms, Surveys, or Calendars as alternative sources to track them.
Start by creating a new Affiliate campaign.
First, select your preferred source from the Forms, Surveys, or Calendars category.
Open the Select source details drop-down menu to select the one you'll use and click next.
In the Commissions section, you can set up commission amounts, define tiers, and configure pay-per-lead structures. Click the "Next" button to finalise the campaign.
When using lead tracking, you don't need to configure commissions. You do still need to add affiliates, and you can include a description or adjust settings as you would if commissions were being tracked.
Once your affiliates start generating leads, you can view the source by going to the Affiliates section. Click the affiliate's name to open their Affiliate Highlights, then scroll down to the Leads section for a detailed overview.
That's all you need to start tracking leads. This helps keep things organised with your affiliates, particularly when you're relying on appointments, submissions, and leads. It's also useful if your sales happen outside the system, as it keeps leads linked to the right affiliate and makes manual sales assignments much simpler.
📌Note: Custom Embeds are not supported for lead tracking. Forms/surveys/calendars have to be added as components inside a funnel or webpage to enable tracking.