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How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates

Welcome to the Affiliate Portal, a dedicated platform designed to help you, the affiliate, easily track and manage your performance, commissions, payouts, and customer interactions. This user-friendly and secure interface aims to foster better communication and streamline operations between your business and its affiliates.

Table of Contents​

What is the Affiliate Portal?​

The Affiliate Portal is your go-to platform for managing all aspects of your affiliate marketing efforts. Here, you can access performance statistics, commission details, customer data, and more. By logging in, you can track your leads, payments, and campaign success, while easily accessing your referral links and important program details.

How to Get Started with the Affiliate Portal​

Step 1: Adding Affiliates to a Campaign​

Once you're added to an active campaign, you'll receive an invitation email to access the Affiliate Portal. Make sure the "Invite Email" option is enabled in the campaign settings. You can also receive automated welcome emails or SMS messages with details on how to get started.

Step 2: Affiliate Login​

Log in using the credentials provided in your invitation email. Once inside, you'll be directed to the Affiliate Dashboard, where you can view your campaign data and affiliate links.

What Can Affiliates See in the Portal?​

Dashboard Screen​

On the Dashboard, you can view all the campaigns you're part of and see key metrics such as leads, customers, clicks, and commissions. You'll also have quick access to your referral links.

Leads-Customers Screen​

This screen provides detailed insights into the leads and customers who signed up or purchased a product through your referral links, allowing you to track the effectiveness of your promotional efforts.

Commission Screen​

Here, you can view the commissions you've earned, the total revenue generated, and the status of your payouts.

Sub-Affiliate Page​

If your affiliate program includes sub-affiliates, you can see them listed here. If sub-affiliate sign-up is enabled, you'll also see a form URL you can share to onboard others as sub-affiliates.

By utilizing the Affiliate Portal, you can effectively monitor your progress, strategize future campaigns, and maintain clear communication with the business. This streamlined experience allows for better engagement and performance across the affiliate network.

Configuring Affiliate Portal​

What You Can Configure​

Here are some settings you can adjust to tailor your experience:

  1. Ask Affiliates to Upload W9/W8 Forms

    • What it does: Displays a banner on your dashboard prompting you to upload the required tax form (W9 or W8).
    • Why it's important: Ensures tax compliance and prevents payout delays.

  2. Require Affiliates to Set Up a Payout Method

    • What it does: Shows a banner nudging you to set up a valid payout method (e.g., PayPal or Banks).
    • Why it's important: Reduces manual follow-ups and enables timely payouts.

  3. Mask Referral Emails on Affiliate Dashboard

    • What it does: Hides a portion of referral emails (e.g., john****@gmail.com) visible to you.
    • Why it's important: Protects customer and lead privacy.

  4. Configure Payout Methods

    • What it does: Lets you choose which payout methods are available for selection (only those enabled will be shown in the portal).
    • Why it's important: Gives control over how commissions are paid out.

Best Practices​

  • Always enable at least one payout method to avoid confusion.
  • Use masking if your campaigns are sensitive or you want to limit access to lead details.

Enjoy managing your affiliate activities with ease and efficiency using the Stack Affiliate Portal!