Affiliate Manager Overview

Affiliate Manager Overview

The Affiliate Manager system within Advisor's Growth enables you to effectively manage your referral and affiliate network. This article provides an overview of the Affiliate Manager, with links to other tutorials for more detailed guidance on getting started.

Getting Started

Before launching your Affiliate Manager campaign, ensure you complete the following steps:

1. Add and Upload Affiliates: Add or upload your affiliates to the Affiliate Manager.

2. Enable Stripe Connect: Navigate to Settings > Integrations > Stripe Connect to enable this feature.

3. Create an Affiliate Campaign: Set up a campaign with the following elements:

   • Funnel or website

   • Products for commission splits

   • Commission percentage

   • Payout frequency

   • Affiliate list

   • Cookie duration

These steps are covered in detail in separate guides.

Step-by-Step Process

1. Create a Funnel and Add Products:

   • Set up a sales funnel and add the products you wish to include in the affiliate program.

2. Upload or Add Affiliates:

   • Add your affiliates to the Affiliate Manager, either manually or by uploading a file.

3. Create an Affiliate Manager Campaign:

   • Configure the campaign, including the funnel, products, and commission structure.

4. Manage Affiliate Payouts:

   • Monitor and manage the payouts for your affiliates, ensuring timely and accurate payments.

Pro Tips

• Affiliate Links: Once the campaign is live, each affiliate receives a unique link to share with their network.

• Payout Management: Check the "Payout-Pending" tab to review commissions and payouts, updated on the 1st of the month following a customer sign-up via an affiliate link.

• Approve or Deny Payouts: As the affiliate owner, you can approve or deny payouts. Approved payments must be exported and uploaded to your payment gateway for manual processing, then marked as "Paid" in the Affiliate Manager.

• Manual Sales: To manually add sales, go to the Affiliates screen in the Affiliate Manager, select "Add Manual Sales," and follow the prompts to assign sales to an affiliate.

Media Screen

Affiliates can access and download marketing materials uploaded in the "Media" section of the Affiliate Manager.

How to Access Media:

1. Go to the Affiliate Manager and navigate to the Media screen.

2. Click on Add File.

3. Select files from the Template Library or upload new media.

4. The selected files will be available in both the Media screen and the Client Portal.

Adding Manual Sales and Commissions

This feature allows you to manually add sales for affiliates, providing a flexible way to credit sales that might not be automatically captured.

Steps:

1. Open the Affiliate Manager.

2. Navigate to the Affiliate Page and select the relevant affiliate.

3. On the Affiliate Profile page, scroll to the Table tab and click on "Add Manual Commissions."

4. Search for the associated customer or lead. If not found, create a new lead.

5. Complete the form with details such as Event ID and Event Date.

Customizing Affiliate Manager Naming Conventions

You can tailor the terminology within the Affiliate Manager to better align with your industry.

Steps:

1. Go to Marketing > Affiliate Manager in the CRM.

2. Select Customizations.

3. Edit titles like "affiliate," "campaign," and "media" to your preferred terms.

4. Save changes to update the system.

Notes

• Commission Tracking: Affiliate commissions are tracked via sales processed in Stripe. Refunds are not tracked for one-time products or subscriptions.

• Subscription Cancellations: Commissions for subscription cancellations can be managed by setting payout delays (15, 30, or 60 days) to allow time for potential cancellations.

• Coupon Use: If a coupon is used during checkout, the commission is calculated based on the discounted value.

FAQ

1. How does someone sign up as an affiliate?

   • Set up an Affiliate Manager workflow to automate the sign-up process.

2. How can I find an affiliate's link?

   • The link is emailed once a campaign is live. Alternatively, go to the Affiliate Manager, select the affiliate, and find the link in the campaign dropdown.

3. How do affiliates access their stats?

   • Currently, affiliates do not have a direct view of their stats. You can add them as users in an account as a workaround.

4. Can affiliates download their list of leads and buyers?

   • Affiliates cannot perform actions like downloading lists in the Affiliate Manager at this time.

5. How do I tag existing recurring buyers to imported affiliates?

   • This is not currently possible.

6. How is the affiliate commission calculated when using coupons?

   • Commissions are calculated based on the discounted value when a coupon is applied at checkout.