Creating & Managing Affiliates

This page describes the admin workflows for adding, inviting, and managing affiliates, including verification, tagging, and profile edits.

Add or invite an affiliate

• Manual add: Admin → Affiliates → New Affiliate - enter name, email, and default commission.
• Invite: send a magic link invitation via email so the affiliate completes their own profile.

Profile fields and verification

• Collect payout method, country, tax info, and optional KYC documents for higher payout limits.
• Use tags and notes to segment affiliates (e.g., influencers, partners, employees).

Bulk onboarding

• Import CSV with affiliate_email, name, default_commission, and tags for bulk creation. Send invites after import.

Manage status and restrictions

• Enable/disable an affiliate, set region restrictions, and restrict coupon usage or product exclusions.
• Place holds on payouts for affiliates under review.

Audit & history

• Record changes: who modified commission, who adjusted payouts, and dispute resolutions. Keep this audit for accounting and compliance.

Developer notes

• Expose an API for bulk import and integration with partner CRMs.
• Validate emails and prevent duplicate affiliate accounts tied to the same payout method to reduce fraud.

Clear onboarding, verification, and tagging make affiliate programs easier to scale and manage.

• Upload a CSV with affiliate fields (email, display name, initial campaign) to onboard many partners at once.

Approval and profile setup

• For manual approval, review the affiliate’s website and social profiles; request additional info if needed.
• Upon approval, the affiliate receives an invite email with setup instructions.

Managing affiliates

• Edit profiles to change payout method, affiliate tags, or campaign assignments.
• Suspend or ban an affiliate if you detect fraud or policy violations.

Reporting and segmentation

• Tag affiliates (e.g., “top-performer”, “influencer”) to run segmented promotions and reporting.