# Affiliate

An affiliate is someone who promotes a campaign by sharing their unique affiliate link with the leads interested in your product/service. The affiliate gets paid when they sell it, and you get paid when they do.

### Affiliate Overview

#### Search Bar

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fio4XWgTL5skV5WlSUy1m%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-347cb118cc7476a671369c8a2e134f57f442b4e7_Affiliate%20manager%20-%20Affiliate%20-%20Edit.png?alt=media&#x26;token=9dd600e2-4265-4b3b-b3b6-e895bcb80f85" alt=""><figcaption></figcaption></figure>

You can narrow down your search by typing in the name you would like to access.

### Add New Affiliate

You can add an affiliate individually by filling out their information in the form provided.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FAXS4jCbMCig7dOM4Mvje%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-26201366ef904cbc22159992ea86ccdb4f1e03ec_Affiliate%20manager%20-%20Affiliate%20-%20add.png?alt=media&#x26;token=e0699bf3-f739-4aaf-be08-0ffc64b8a600" alt=""><figcaption></figcaption></figure>

1. **First and Last Name**\
   You are required to add the First and last name of the affiliate here.
2. **Email**\
   You must also add the affiliate Email address since their unique link will be sent via mail.
3. **Phone Number**\
   Add the affiliate's phone number here.
4. **Industry**\
   Type in the affiliate
5. **Website URL**\
   Type in the URL for the Website/ funnel you want The affiliate to market for you.

### Add Affiliate

Once you are done filling out the affiliate's info, click on the "Add affiliate" button to confirm the info and add the affiliate.

#### Upload CSV

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F68u4UbaFkcGu4GW330uK%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-8326f195dce4c6e4690c9d1b2ba60e98dcff3fcc_Affiliate%20manager%20-%20Affiliate%20-%20add%20upload.png?alt=media&#x26;token=b4f07772-945b-423b-b5a5-042674b7ba9f" alt=""><figcaption></figcaption></figure>

If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

## Uploading Affiliate List

You can decide to upload the affiliate as a bulk list, you have to upload the CSV file containing their list. Click on the “Add ” button which directs you to the Uploading Page.

There are three (3) steps to follow when uploading an affiliate list;

#### Upload

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F1O9x4oeWLHStxans8Ikq%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-3833540f3e88bcb86935e570728b5d4158c67cb7_Affiliate%20manager%20-%20campaign%20-%20upload.png?alt=media&#x26;token=c49018ef-3003-4f24-b1b8-32cc86cc1c2f" alt=""><figcaption></figcaption></figure>

Click on the "Upload Affiliate" which directs you to this page where you can upload your file or just drag and drop it. Before you upload, make sure your file is in CSV format, and also make sure the First name, Last name, and Email fields are included in the columns. The maximum file size you upload is 50Mb.

Once you're done uploading the file, click on the "Next" button to move to the next step.

#### Add Affiliate Manually

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Ft8kUDAtOGt4pTaUufNOI%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-adf37bbd8f974ddf3463afc7777ea01279a9c964_Affiliate%20manager%20-%20campaign%20-%20upload%20add.png?alt=media&#x26;token=a1204990-e13a-42a1-96dc-cf3987ae1edb" alt=""><figcaption></figcaption></figure>

If down the line of uploading a bulk list you decide to switch to adding them individually, just click on this button and it will switch pages.

### Map

This page maps columns in your file with the columns in the affiliate table.

#### Matched

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F5ecm6892aoPWS7kkIjGA%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-2842d2a20b2e1686041212c9d491163e89400ca4_Affiliate%20manager%20-%20Affiliate%20-%20Map.png?alt=media&#x26;token=4f527a6d-e9dd-4257-a9fa-e15ac9d57ab7" alt=""><figcaption></figcaption></figure>

You will see the number of fields from your device that matches the one in the affiliate column. If it ticks" Green" that means they match, and if it ticks "Red sign" it means there's no match.

#### Column Header from File

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F4oe9PX6M5YF9lLDLtpLz%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-63475b6f06b4ae979627fb5aa8e612239e80d44e_Affiliate%20manager%20-%20Affiliate%20-%20Map%20-%20column.png?alt=media&#x26;token=49695ea3-9781-49f2-bdad-13fe0d04d96f" alt=""><figcaption></figcaption></figure>

Here you will see all the column headers from your file, this will help you identify the fields that matched and the ones that didn't.

#### Preview Info

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FUN2BDD3WvRmCLl9RTV3L%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-76bc54350519937a44cfd89b2143d7ecd76e6b0c_Affiliate%20manager%20-%20Affiliate%20-%20Map%20-%20Preview.png?alt=media&#x26;token=061a0379-b287-4ac1-adf2-fe0fe23361da" alt=""><figcaption></figcaption></figure>

This column shows you the affiliate's info for each field from your file

#### Affiliate Field

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Ft7Es0XXHV4tpYOvgRu44%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-29e3673a5871fa473d4e421d3a5953323ae33d93_Affiliate%20manager%20-%20Affiliate%20-%20Map%20-%20Affilaite.png?alt=media&#x26;token=ba935634-75c0-4f7d-990e-1f2e3a416625" alt=""><figcaption></figcaption></figure>

Here you will see the affiliate fields corresponding approved fields matching the ones from your file.

### Details

This is the last step in uploading your bulk list;

#### Import Name

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FxwUpML6Bh3damvlSbPuq%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-f9a5e8d76d7f81bce15c3bce3d6575d410c4fcb4_Affiliate%20manager%20-%20Affiliate%20-%20Details%20-%20name.png?alt=media&#x26;token=06238d69-2d14-426b-a988-e5a3c254736e" alt=""><figcaption></figcaption></figure>

You are required to name the file you are about to upload. you can decide to use the default name which is the date and time it was uploaded (15\_NOV\_2022\_9\_16\_AM) or type in your preferred name.

### Advanced

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F5sav2kf2a4B0Jc7jjBYv%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-b3841bfd8e84dffe519ebfd76b0cd176475242b5_Affiliate%20manager%20-%20Affiliate%20-%20Details%20-%20Advanced%20(1).png?alt=media&#x26;token=e17c01c2-1e79-468c-8f40-29f395bb4219" alt=""><figcaption></figcaption></figure>

In the advanced section, you can decide:

1. What to do with contact/s in the .csv file;\
   \> Add it to New and Existing Affiliate Records,\
   \> Add it as a New Affiliate Record, or\
   \> Just Update it with the Existing Record
2. How to find your Existing Contacts;\
   \> Email\
   \> Names
3. To either Update empty values for existing records or skip them.

### Affiliate Highlights

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FC5e0yx9k8sxhqA58GHCv%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-69ef53a55d59ae5bbfac7306258aaad748252ca4_Affiliate%20manager%20-%20Affiliate%20-%20Edit22.png?alt=media&#x26;token=1f5834c5-cdce-411d-aab8-79dea5d32e87" alt=""><figcaption></figcaption></figure>

You can check the progress of an affiliate across all or one campaign here.

### Edit Affiliate

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FTQpGx1yocBQnChNhuri1%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-f40566f3799813e945bb4816afec1652253ad0fe_Affiliate%20manager%20-%20Affiliate%20-%20Edit2%20(1).png?alt=media&#x26;token=ae0f1df5-cef6-4902-b4c4-200ba9a9213a" alt=""><figcaption></figcaption></figure>

If you want to edit an affiliate profile just click on the "Edit Affiliate" button.

### How to get the Affiliate-id for each Affiliate Manager Campaign

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FUpMFYfGzRexBC4Cdh4SO%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-851c6f8ab8d89685336187e3ba181dbe3a28d95c_Affiliate%20manager%20-%20Affiliate%20-%20affiliate%20highlight.png?alt=media&#x26;token=303836dc-63ee-4807-a5da-f53798c64b11" alt=""><figcaption></figcaption></figure>

Click on any affiliate's name in the **Affiliate name** column \*\*\*\* which directs you to the affiliate's highlight.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F0r0dRm7KD7DsZpBgFZFf%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-8782d1a7b7cd58e239e10e55421f022eae879397_Affiliate%20manager%20-%20Affiliate%20-%20affiliate%20highlight2%20(1).png?alt=media&#x26;token=4bcc7c1f-ccf1-4697-adb9-dc7459dd052f" alt=""><figcaption></figcaption></figure>

Then search for the campaign you want to see \*\*\*\* or copy the affiliate's **unique Affiliate ID** in the campaign search bar, once you click on the preferred campaign, the unique Affiliate ID will be displayed just below the campaign search bar.

### Dashboard

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F2S0nNOMW2XiL5T0N8byn%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-40e6dd0bd3a71fb23a0b92985c28dcb4b5840e85_Affiliate%20manager%20-%20Affiliate%20-%20dashboard.png?alt=media&#x26;token=e02ab37f-5bc4-4ece-91a1-f0de0885df95" alt=""><figcaption></figcaption></figure>

1. **Number of Customers**\
   You can see the number of customers who came in using the Affiliate's Unique ID.
2. **No of Chuned**\
   This area shows the number of customers assigned to this affiliate that canceled their subscription.
3. **Number of Leads**\
   You can see the number of leads this affiliate has.
4. **Owed**\
   You can see the amount owed in this area.
5. **Paid**\
   Here the affiliate will see the total amount he/she's currently paid
6. **Revenue**\
   This shows the total revenue generated by this affiliate throughout his campaigns

## Affiliate Table

You can see all the activities associated with each affiliate in this table. Activities will only show here when the campaigns associated with this affiliate are live";

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FvuQsE7eH6NasHyER7ggo%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-40e6dd0bd3a71fb23a0b92985c28dcb4b5840e85_Affiliate%20manager%20-%20Affiliate%20-%20dashboard.png?alt=media&#x26;token=26672b3c-5869-4d13-a8f0-f43040757039" alt=""><figcaption></figcaption></figure>

1. **Customer Name**\
   You will see the names of all Customers assigned to this affiliate
2. **Email**\
   The customer's email will be displayed here
3. **Campaigns**\
   The campaign each customer came in through will be displayed here as well.
4. **Plan**\
   You will see the Plan each customer subscribed to in this column.
5. **Status**\
   You can also see the status of the plan the customers are on.
6. **Revenue**\
   You will see the revenue that has been generated from each customer.
7. **Commission**\
   You will see the commission that the affiliate earned from customers from each campaign.
8. **Join Date**\
   The date each customer joined their campaigns.

#### Search Bar

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FCygCxJJgiGODtApYgF4S%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-953cffa194d0b56a267fd44dea3da765535e8b39_Affiliate%20manager%20-%20Affiliate%20-%20highlight%20table%20-%20search%20(1).png?alt=media&#x26;token=494f3379-3729-4a5a-a172-923b0278259c" alt=""><figcaption></figcaption></figure>

You can have a quick search for any of the affiliate's customer names here.

#### Filter

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FUxpNJ227koYQGKm9dqQi%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-c2544fb8f34e3e9f3e4fd7579f3880b5a299bf8a_Affiliate%20manager%20-%20Affiliate%20-%20highlight%20table%20-%20filter.png?alt=media&#x26;token=bcdf0d11-40db-489d-8c5e-f1b685674b62" alt=""><figcaption></figcaption></figure>

You can also filter your search by selecting the affiliate customer's type; either the Lead, Customer, Chunned type.
