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How to Set Up Affiliates

The Affiliates section in the e-commerce interface allows you to add and manage unlimited affiliate partnerships. The affiliate system provides comprehensive capabilities including click tracking via API, third-party post-back pixel integration for product sales (Post-Back Only), and URL tracking to pass affiliate values through API integration.

Step 1: Create an Affiliate

  1. Click Go to E-commerce.

  2. Go to CRM > Affiliates.

  3. Click New and enter a Name for the affiliate.

  4. Click Save.

CRM Affiliates section with New button
New affiliate form with Name field and Save button

Step 2: Configure Affiliate Settings

  1. Click the Edit icon in the Actions column for the affiliate you just created to open the affiliate settings page.

  2. (Optional) To link the affiliate to an existing user account, click the Users tab in the left menu. A user account for the affiliate must already exist to complete this step. Once a user is added, you can enable the Enable Affiliate Report Hyperlinks toggle to allow that user to access affiliate reports with clickable links.

Note: Linking an affiliate to a user account is optional and only required if your affiliate needs user access to your account.

Step 3: Add Affiliates to Your Campaigns

There are two ways to add an affiliate to your campaign:

Method 1: From the Affiliate Settings Page

  1. While on the affiliate settings page, click Campaigns in the left menu.

  2. Click Add Campaign. In the modal, select a campaign from the dropdown and click Save.

  3. Repeat this process for other campaigns as needed.

Affiliate campaigns section with Add Campaign dropdown

Method 2: From the Campaign Settings Page

  1. Go to CRM > Campaigns, then click the Edit icon in the Actions column for the campaign.

  2. Click the Affiliates tab in the left menu, then click New.

  3. Select the affiliate and enter Step1 Commission and Step2 Commission values if you want to track the CPA for the affiliate, then click Save.

Campaign affiliates tab with commission fields
Tip: After adding your affiliate using Method 1, you can set commission values by using Method 2. Instead of adding a new affiliate, the affiliate will already be listed, and you can click the edit button to enter commission values.

Step 4: Set Up Click Tracking

Click tracking must be configured within the API integration of your campaign. This feature is optional and not required for basic affiliate functionality. For implementation details, refer to the Add Click API documentation.

Step 5: Configure Affiliate URLs for Tracking

To track your affiliates and sub-affiliates, you must code your API integration to pass affiliate values from your campaign's URL into the e-commerce system. Your integration must accept values for ONE affiliate ID and up to FIVE sub-IDs. While you can choose your own variable names, we recommend using "affid" for the affiliate variable and "s1" through "s5" for sub-variables.

URL Tracking String: ?affid=[affid]&s1=[s1]&s2=[s2]&s3=[s3]&s4=[s4]&s5=[s5]

Add this string to the end of your campaign's URL, ensuring you include the proper affiliate ID as the "affid" parameter.

Example: If your campaign URL is myoffer.com and your affiliate ID is UZHTRL7C, your complete tracking URL would be:

https://www.myoffer.com/?affid=UZHTRL7C&s1=[s1]&s2=[s2]&s3=[s3]&s4=[s4]&s5=[s5]

For detailed implementation examples, refer to the API Add Customer documentation.

Step 6: Access Affiliate Reports

Once you have completed adding the affiliate to the system, assigned them to your campaigns, and implemented the API integration with affiliate and sub-ID variables, the affiliate will be properly tracked. The affiliate's sales and activity can be viewed in the Affiliate Report (detailed, with expandable sub-affiliate rows) or the Affiliate Summary Report (simplified view). Most reporting features throughout the system include affiliate filters, including the Dashboard.

Note: The Affiliate Report tracks commissions only for your main product and first upsell product.

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