Manage Your Affiliate Contacts

Location:  Contact Management/Contacts/ Edit -> Affiliate Info Section

Overview:  You can find and manage your affiliates and their affiliate related settings via the Contact Editor / Affiliate Info section.

The affiliate related settings and contact editor tasks available include:

1. Affiliate Active/Inactive Status
2. Commission Chart Assignment
3. Checkbox to Send Affiliate Welcome Email
4. Affiliate Account Specific Contact and Pay To Information
5. Review Member Group - Associates (Note: This member group gets auto-assigned to the contact when they are converted to an affiliate.)

TIP: You will likely want to have a list of all active affiliates available in your Contact Save Query Lists. This makes it easier to call them up and work with them, as well as giving you the ability to send broadcast emails  to them as a list.

To do this, create a query in the Contacts Finder using the two following criteria:

1. Associates checkbox under Included Member Groups and
2. In the general query criteria menus, set the Status / Equals / Active - Marketing Partner Program (3) in the first row.  (See linked screenshot here for example.)

Click Next to continue on through topics related to the affiliate program or click on the Course Content page to see a linked list of topics you can go directly to.

Related Topics:

• How to Create an Affiliate Manually
• How Does a Website Visitor Become an Affiliate?

Affiliate Course Chapters 

• Defining Your Affiliate Marketing Program
• Set Up Your Affiliate Commission Records and Commission Chart
• Set Affiliate Settings Under Website Settings
• Enable My Account Fields for Affiliates
• Affiliate Resources - Craft Your Affiliate Portal
• What is the Affiliate Sign Up Process?
• Test Your Affiliate Program Setup
• Affiliate Program Management Portal for Admins
• Manage Your Affiliate Contacts