Affiliate management

This section covers how to manage your affiliates from adding them to approving their application to ongoing relationship management. In summary, it includes all that you need to know as regards to managing affiliates and how the app helps you to do it.

Managing affiliate on the app

1. Viewing the affiliates section

Navigate to Affiliates > Search affiliates to see all active affiliates, pending affiliate applications as well as deactivated affiliate accounts. The table in the affiliate section shows:

• - Applicant name and email

• - Pending orders

• - Automatic commission rate they've been assigned to.

• - Approve and reject button

• - Current status (pending, approved, rejected)

2. Approving affiliates

To approve an affiliate application:

• - Click on the pending application

• - Review the applicant's information

• - Click "Approve" to accept them into your program

• - The affiliate will receive an email notification with login details

3. Rejecting applications

To reject an affiliate application:

• - Click on the pending application

• - Click "Reject"

• - You can also go in and delete the affiliate

4. Approval settings

You also have the ability to choose how to approve your affiliates (manual or automatic approval)

- Manual Approval

You review and approve each application individually as mentioned previously. This is the default approval settings.

- Automatic approval

Affiliates are automatically approved upon registration.

To set this up, navigate to Settings > Affiliate Applications > Toggle on Auto-approve new affiliates.

Viewing your affiliates

With this, you can view your affiliates to check their individual information.

Navigate to Affiliates > Search Affiliates to see your complete affiliate roster.

This affiliate list displays:

• - Affiliate name and contact information

• - Pending orders

• - Commission rate

• - Payout information (payment due)

Individual affiliate details

Click on any affiliate to view their detailed profile.

1. Profile information

- Personal details: View name, email, phone number, and address.

- Referral link and coupon codes: View their unique affiliate tracking link.

- Join date: See when they joined your program.

2. Performance metrics

- Total sales: Number of orders attributed to this affiliate.

- Total revenue: Total order value generated by this affiliate.

- Total commission: Total commission earned (both paid and unpaid).

- Pending balance: Current unpaid commission balance.

3. Activity history

- Recent orders: View orders attributed to this affiliate with dates and amounts.

- Payment history: See all payouts made to this affiliate.

4. Custom information

You can add a custom field to collect additional information that is not already in the app by default. Do this by going to Settings > New affiliates > Toggle on the enable affiliate registration form button > Add the parameters for the information you want to collect from the affiliate > Set it to be compulsory(or not).

This will create a form on your affiliate portal so that affiliates can fill it. This information will show up on the individual affiliate information section when the affiliate fills the form in the portal

The most collected information using this feature is the affiliates banking information for users using the manual payouts option.

Managing individual affiliates programs

Changing commission rates

You can set custom commission rates for individual affiliates:

• - Open the affiliate's profile.

• - Navigate to "Royalty rules".

• - Enter the custom rate.

• - Click "Save".

This overrides the default program rate for this specific affiliate.

Suspending/deactivating affiliates

To temporarily suspend an affiliate:

• - Open the affiliate's profile.

• - Scroll to the bottom of the page.

• - Click the "Deactivate affiliate" button.

Suspended affiliates cannot generate new sales, but existing commissions remain.

Deleting affiliates

To permanently remove an affiliate:

• - Open the affiliate's profile.

• - Scroll to the bottom of the page.

• - Click "Delete".

• - Confirm the deletion.

This action cannot be undone.

Communicating with affiliates

Email notifications

Affilitrak automatically sends emails to your affiliates on a regular basis. For example, your affiliates will automatically receive emails for:

• - Application approval.

• - New referrals.

• - New sales and commissions earned.

• - Payout processing.

• - Monthly reports.

• - Invite to Login.

You can also configure these email settings when you go to Settings > Email Notifications.

Organizing affiliates

View and organize affiliates in different orders at Affiliates > Sort by:.

- Name(A-Z): View affiliates based on their name from A to Z.

- Name(Z-A): View affiliates based on their name from Z to A.

- Newest first: View affiliates from newest to oldest.

- Oldest first: View affiliates from oldest to newest.

- Earnings (High to low): With this you can view your top-performing affiliates.

- Earnings (Low to high): With this you can view your worst-perfroming affiliates.

Best practices

1. Recruiting quality affiliates

- Look for engaged audiences: Prioritize affiliates with active, engaged followers over large but inactive audiences.

- Check brand alignment: Ensure potential affiliates align with your brand values and target market.

- Review their content: Look at their website or social media to assess content quality.

- Ask questions: Require applicants to answer questions about how they plan to promote your products.

2. Keeping affiliates active

- Regular communication: Send monthly updates with tips, new products, and promotional ideas.

- Provide resources: Keep your marketing materials fresh and up-to-date.

- Recognize achievement: Acknowledge top performers and milestone achievements.

- Offer support: Be responsive to questions and provide help when needed.

3. Maintaining program quality

- Review sales patterns: Investigate unusually high conversion rates or return rates.

- Update terms regularly: Keep your program terms current and communicate changes clearly.

- Handle issues promptly: Address problems or disputes quickly and fairly.