Transitioning from FirstPromoter to Affiliate Manager

Transitioning from FirstPromoter to Affiliate Manager

This guide will walk you through the process of exporting your affiliates from FirstPromoter and importing them into the Affiliate Manager within Advisor's Growth. Follow these steps to get started.

Step 1: Export Your Affiliate List from FirstPromoter

• Log in to your FirstPromoter dashboard and navigate to the Promoters section.

• Click on the Export button to download your affiliate list to your computer.

Step 2: Prepare the File for Import

• Once the export is complete, format the file as a CSV. Ensure it includes headers such as “First Name,” “Last Name,” “Email-id,” “Phone Number,” “Industry,” and “Website.”

Step 3: Import Your Affiliate List into Advisor's Growth

• Go to the Affiliate Manager section and select Affiliates.

• Click on the +Add button and choose “Upload Affiliates” to import your list.

• Select the CSV file from your device, map the corresponding fields, and confirm the upload.

After successfully uploading your list, you can start creating Affiliate Campaigns within Advisor's Growth.