How to Add Affiliates in the Affiliate Manager

Affiliates are individuals or businesses that promote your products or services, earning commissions based on the sales or leads they generate. They use unique affiliate links to track their promotions and are often known as “affiliate marketers” or “publishers.”

Ways to Add and Manage Affiliates in Stack

Here are four straightforward methods to add and manage affiliates using Stack’s Affiliate Manager:

Add New Affiliate Manually
Upload Affiliates in Bulk
Import Affiliates from Contacts
Automate Affiliate Management Using Workflows

Add New Affiliate Manually

Navigate to the Affiliate page.
Click the Add button.
Choose New Affiliate from the options.
Enter the affiliate’s details and assign them to a campaign.
Hit Save to finalize the addition.

Upload Affiliates in Bulk

Go to the Affiliate page and click Add.
Select Upload Affiliate.
Download the sample CSV file and fill it with your affiliate data.
Upload the completed file and click Save to add them in bulk.

Import Affiliates from Contacts

On the Affiliate page, click Add and select Import from Contacts.
Choose the contacts you want to convert into affiliates.
Click Import to add them to your affiliate program.

Automate Affiliate Management Using Workflows

You can streamline affiliate management with automated workflows. Here are some actions you can use:

Add to Affiliate Manager: Automatically adds a contact to the Affiliate Manager with an active status.
Update Affiliate: Change the status of an affiliate to either active or inactive.
- Options: Mark as Active / Mark as Inactive
Add to Affiliate Campaign: Adds an affiliate to a specific campaign from the Campaigns tab.
Remove from Affiliate Campaign: Removes an affiliate from an existing campaign.