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Managing Affiliates in Stack

Affiliates are individuals or businesses that promote your products or services, earning commissions based on the sales or leads they generate. They use unique affiliate links to track their promotions and are often known as "affiliate marketers" or "publishers."

Ways to Add and Manage Affiliates in Stack​

Here are four straightforward methods to add and manage affiliates using Stack's Affiliate Manager:

  1. Add New Affiliate Manually
  2. Upload Affiliates in Bulk
  3. Import Affiliates from Contacts
  4. Automate Affiliate Management Using Workflows

Add New Affiliate Manually​

  1. Navigate to the Affiliate page.
  2. Click the Add button.
  3. Choose New Affiliate from the options.
  4. Enter the affiliate's details and assign them to a campaign.
  5. Hit Save to finalize the addition.

Upload Affiliates in Bulk​

  1. Go to the Affiliate page and click Add.
  2. Select Upload Affiliate.
  3. Download the sample CSV file and fill it with your affiliate data.
  4. Upload the completed file and click Save to add them in bulk.

Import Affiliates from Contacts​

  1. On the Affiliate page, click Add and select Import from Contacts.
  2. Choose the contacts you want to convert into affiliates.
  3. Click Import to add them to your affiliate program.

Automate Affiliate Management Using Workflows​

You can streamline affiliate management with automated workflows. Here are some actions you can use:

  • Add to Affiliate Manager: Automatically adds a contact to the Affiliate Manager with an active status.
  • Update Affiliate: Change the status of an affiliate to either active or inactive.
    • Options: Mark as Active / Mark as Inactive
  • Add to Affiliate Campaign: Adds an affiliate to a specific campaign from the Campaigns tab.
  • Remove from Affiliate Campaign: Removes an affiliate from an existing campaign.

What's Next​