Getting Started with the Affiliate Manager (Overview & FAQ)

Important Notes:

Affiliate commission is tracked via a sale happening first in Stripe. The system does not currently track refunds for One-time products or Subscriptions. 


The system also does not track sales in PayPal/outside Stripe.


For subscription cancellations, the Affiliate Manager administrator can choose to pay 15, 30 or 60 days after the sale has occurred. This allows for sufficient time for the administrator to deny commission if the subscription gets canceled. Once canceled the lead will move into the churned category and can later be re-activated by initiating another checkout or enrolling them again in Stripe. 


The affiliate commission can be one-time or recurring depending on the Stripe product being sold. 


Payments can be paid out from your account via Paypal.


If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted value.

What You'll Need To Make An Affiliate Manager Campaign Live:

  • Integrate with Stripe through Stripe Connect (Payments -> Integrations -> Stripe Connect)
  • Add/Upload Affiliates in the Affiliate Manager (Marketing -> Affiliate Manager)
  • Create your campaign with:
  1. Funnel/website selection
  2. Products that you want the commission split on
  3. List of affiliates
  4. Commission percentage
  5. Payout frequency
  6. Cookie life

Setup Guide Overview

Step 1: Set Up Your Affiliate Funnel

Step 2: Upload Or Add Affiliates To The Affiliate Manager

Step 3: Create An Affiliate Manager Campaign

Step 4: Managing Affiliate Payouts

How To Automatically Add, Remove, And Update An Affiliate Using Workflows


How Does The Affiliate Manager Work? 

  1. Once an affiliate campaign is created and published/live, all the enrolled affiliates will receive their unique affiliate link which they can share with their network.
  2. As soon as a customer signs up through an affiliate link, the payout and commission get recorded and published on the ‘Payout - Pending’ tab on the 1st of the following month.
  3. The affiliate owner can see the list of all the generated payouts and choose to approve or deny them for a payout.
  4. Once they are approved for a payout, the affiliate owner can Click "Pay" to pay multiple affiliates together, or the blue Pay icon for individual payments
  5. Once the payment has been made, the affiliate owner needs to update the status in Affiliate Manager to paid, so that correct reporting gets reflected for that affiliate and the overall campaign.

Frequently Asked Questions

1. How does someone get signed up as an affiliate on their own?

Not possible they would need to be added manually by the admin of the campaign


2. How do I find my affiliate user's links (the email didn’t get sent)?

The email goes out to the email address of the affiliate once a campaign is live. The other way to pull the affiliate link is to go to the Affiliate -> Click on the affiliate in question-> Click on the campaign dropdown -> Select the campaign -> You'll find the affiliate link located to the right of the campaign


3. How do Affiliates get their stats themselves? 

Yes, they can view their core metrics, conversion trends and more can be viewed by logging into client portal dashboard.


4. How do Affiliates download their list of leads & list of buyers? - 

Affiliates can not perform this action at this time.


5. How do you tag existing contacts to the affiliates we imported?

Affiliates in the Affiliate Manager are not linked with the contacts in your contacts list.


6. How do we tag existing buyers (on recurring) to the affiliates we imported? 

Not possible at this moment.


7. I'm using Coupons for my affiliate campaign how is the affiliate commission calculated?

If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted value.