Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
This guide will walk you through the process of setting up your first campaign within the Affiliate Manager in Advisor's Growth. For additional insights, best practices, and a comprehensive overview of the feature, be sure to explore our other Affiliate Manager articles.
Step 1: Creating an Affiliate Manager Campaign
Navigate to Marketing > Affiliate Manager > Campaigns
Click the +Add button to start creating a new campaign.
You’ll be redirected to the Campaign Details page.
Fill in the required details and click Create Campaign to complete the setup.
To include affiliates in your campaign, click +Add Affiliate. This will allow you to select and add affiliates to the campaign.
On the main page, you’ll see a list of all your active Affiliate Campaigns.
Step 2: Edit or Delete an Affiliate Campaign
To make changes or remove a campaign, click the three-dot menu on the right-hand side of the campaign listing.
From this dropdown menu, you can choose to either Edit or Delete the campaign.