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FAQs for Affiliates

Table of Contents​

New affiliates can easily access their unique referral link through several methods:

  • Default Email Template: When affiliates join a campaign, they receive an email with their referral link and other essential details.
  • Automations: Set up personalized emails or SMS messages using the "Affiliate Enrolled In Campaign" trigger to share referral links.
  • Affiliate Portal: Affiliates can log into their portal anytime to find their referral link and other important information.

Can Sales Be Tracked Using Coupon Codes?​

Absolutely! You can create unique coupon codes for affiliates. When a customer uses one of these codes, the sale is accurately tracked and attributed to the affiliate. This is particularly useful on platforms where URL and link sharing is restricted.

Can I Customize the Referral ID for My Affiliates?​

Yes, you can personalize the referral ID for your affiliates. Here's how:

  1. Open the affiliate's profile.
  2. Scroll to "Active Referral Links."
  3. Click "Customize" next to the desired campaign.
  4. Modify the referral ID in the "Referral Link" tab.
  5. Save your changes.

Where Can Affiliates View Their Performance Statistics?​

Affiliates can view their performance statistics on the Dashboard screen in the Client Portal. Here, they can access their affiliate links and see the count of leads, customers, and canceled customers who signed up through their links.

How Can Affiliates View Their Payment Information?​

Affiliates can check their payment details on the Commission screen in the Client Portal. This screen shows the total amount paid, the amount owed, and the total revenue generated. Affiliates can also add their preferred payout method.

Yes, affiliates can view these details on the Leads/Customers screen in the Client Portal.

What Happens if an Affiliate is Part of an Inactive Campaign?​

Affiliates can still view their stats even if they are part of an inactive campaign. However, their affiliate link will be shown as disabled and cannot be used until the campaign is reactivated.

Can Affiliates See Why Customers Canceled?​

The Client Portal displays the count of canceled customers, but it does not provide specific reasons for cancellations. However, knowing the number of cancellations can help affiliates identify trends or potential issues.

How Frequently Are Affiliate Stats Updated?​

Affiliate stats are updated in real-time, ensuring affiliates have access to the most current information at any time through the Client Portal.

How Can Affiliates Access the Client Portal?​

Affiliates can access the Client Portal through the MyPortal app. Here's how:

  • Affiliate Sign-Up: Affiliates receive an invitation email with a link to sign up. They can follow the prompts to create their account.
  • Affiliate Login: After setting up their account, affiliates can log in using their credentials or a one-time password.
  • Accessing the Affiliate Dashboard: Once logged in, affiliates will land on the Affiliate Dashboard, where they can view their stats and affiliate links.

Note: If affiliates experience login issues, they can use the "Forgot Password" option to reset their password.

Can I Attribute Multiple Sales to Different Affiliates?​

Yes, sales can be attributed to multiple affiliates as needed.

Are Manual Sales Subject to Approval?​

Yes, manual sales follow the same validation process as regular affiliate sales.

Can Sales Be Attributed Without the Customer's Email?​

Yes, manual attribution can use other identifiers like unique IDs or custom fields.