Guide to Adding a New Affiliate

Step 1: Initiate the Process

Begin by clicking on "Add" located at the top right corner of your screen.

Step 2: Create a New Affiliate

Next, click on "New Affiliate" to start the process of adding a new affiliate.

Step 3: Enter Basic Affiliate Details

Fill in the essential details such as the affiliate's Email and Name. On this same screen, you can also assign the new affiliate to an existing Affiliate Campaign.

Step 4: Finish Adding the Affiliate

Click on "Done" to add your new affiliate instantly. Alternatively, if you need to, proceed to add more details and adjust advanced settings.

Step 5: Additional Information

On the Additional Info page, provide any extra information required for your affiliate. This is where you can upload forms such as W-8 and W-9, if applicable. After entering all necessary information, click "Save."

Step 6: Advanced Settings

Click on "Advance Settings" to customize the unique referral ID for your affiliate's referral link across different campaigns. You can also add coupon codes for the new affiliate and switch between different campaigns associated with the same affiliate. After making any final adjustments, click "Done."

Step 7: Final Steps

A magic link for your new affiliate's portal will be generated and displayed. You can use this link to directly log in to the portal or share it with your new affiliate. This link can also be conveniently shared via the "Affiliate Program Welcome Email" template.

By following these simple steps, you can efficiently add new affiliates, ensuring a smooth and seamless experience for both you and your affiliates. Happy affiliating!