The Affiliates tab lets you assign affiliates to a campaign and configure their commission amounts for each sale step.

Step 1: Open the Affiliates tab

1. Go to CRM > Campaigns.

2. Click the Edit button (pencil icon) on the campaign you want to configure.

3. Select the Affiliates tab.

The table lists all affiliates currently assigned to this campaign.

Step 2: Add an affiliate

1. Click the + (Add) button.

2. In the form, select an Affiliate from the dropdown.

3. Enter the Step1 Commission — the dollar amount paid to the affiliate on the initial sale.

4. Enter the Step2 Commission — the dollar amount paid on the upsell.

5. Click Save.

Step 3: Edit an affiliate

1. Click the Edit icon (pencil) in the Actions column for the affiliate you want to update.

2. Adjust the Step1 Commission or Step2 Commission as needed.

3. Click Save.

Step 4: Remove an affiliate

1. Click the Delete icon (trash) in the Actions column for the affiliate you want to remove.