The Affiliate Manager system allows you to manage your referral and affiliate network directly within Captivation Hub.
Getting Started:
To make your Affiliate Manager Campaign live, follow these prerequisites:
- Add and Upload Affiliates to the Affiliate Manager.
- Enable Stripe Connect (Settings > Integrations > Stripe Connect).
- Create an Affiliate Campaign including the following:
- Funnel/website
- Products for commission splitting
- Percentage of commission
- Frequency of payout
- List of affiliates
- Cookie life
These steps detail the process of creating and using the Affiliate Manager feature (each step is covered thoroughly in a separate guide):
Step 1: Create a Funnel and Add Products to it.
Step 2: Upload or Add your Affiliates to the Affiliate Manager.
Step 3: Create an Affiliate Manager Campaign.
Step 4: Manage your Affiliate Payouts.
Tips:
- Once the affiliate campaign is created and published, each enrolled affiliate will receive a unique affiliate link to share.
- Check the ‘Payout-Pending’ tab to view commissions and payouts (updates occur on the 1st of the month following a customer's signup via an affiliate link).
- As an affiliate owner, you can view generated payouts and decide whether to approve or deny each payout.
- After approving a payout, export the list and upload it to your payment gateway to process payments manually. Update the payment status to ‘Paid’ in the Affiliate Manager.
- To add sales to an affiliate manually, navigate to Marketing > Affiliate Manager > Affiliates, and click on the menu dots to select “Add Manual Sales.”
- There is a Media tab where you can add files specifically for the Affiliate Manager
Customize Affiliate Manager Naming Conventions:
- Access Settings: Navigate to the Marketing tab> Affiliate Manager section.
- Open Customizations: Select the 'Customizations' option.
- Edit Titles: Change titles like 'affiliate', 'campaign', and 'media' to preferred terms.
- Align with Industry: Choose names that closely align with your specific industry or audience.
- Enhance User Engagement: Tailor the names to improve user experience and engagement.
- Save Changes: After editing, save the changes to update the system.
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