Introduction

Managing an affiliate program requires a platform that is flexible enough to adapt to various business needs. The CRM offers such flexibility by allowing users to customize the names of modules in the Affiliate Manager. This article will guide you through the simple steps to rename these tabs and discuss the advantages of doing so.

Benefits of Customizing Tab Names

Customization

Tailor the name of the tab to better reflect its purpose within your business operations.

Clarity and Understanding

A more intuitive name can reduce the potential for confusion among users who may not be familiar with the term "Affiliate Manager."

Alignment with Branding

Rebrand the tabs to align with your brand identity, creating a more cohesive and professional user experience.

Increased User Engagement

A more descriptive tab name can attract more attention and encourage users to explore and engage with the features within.

Improved User Experience

Enhance the overall usability and navigation of your platform by opting for a well-chosen tab name.

Enhanced User Satisfaction

Users are more likely to enjoy a positive experience when they can easily locate and use features, leading to higher satisfaction and retention rates.

How to Customize the Naming Conventions

Follow these steps to rename the Affiliate Manager tabs:

Go to Marketing > Affiliate Manager

Navigate to the Marketing section in the dashboard and click on the 'Affiliate Manager' option.

Access Settings

Once you're in the Affiliate Manager, locate and click on the 'Settings' tab.

Rename Tabs

You will find options to rename the tabs according to your brand. For example, you could rename 'Affiliates' to 'Promoters' or 'Referrers,' 'Campaigns' to 'Funnels,' and 'Payout' to 'Payment.'

Confirm Changes

After making the desired changes, confirm to save them. Note that these new names will replace the old ones everywhere they are used within the Affiliate Manager. You can click on Restore Default to change everything back to the native default names.