Sub-account Affiliate Manager

Current State: Affiliates can only view basic contact details for their referred leads in the Affiliate Portal. Requested Feature: Enable admins to select additional custom fields that affiliates can view for their referred contacts. Use Case: We need affiliates to see real-time status updates for their referrals, such as: Loan application status Pipeline stage Deal progress Custom field values (e.g., approval status, funding date, etc.) Benefits: Improved transparency for affiliate partners Reduced support inquiries about lead status Better affiliate engagement and retention More informed follow-up from affiliates Suggested Implementation: Add a settings section in Agency Settings > Affiliate Portal where admins can: Select which custom fields are visible to affiliates Set permissions per field or field group Control visibility by affiliate tier/level (if applicable)

For the 2nd Tier payouts, it would be nice to see how many sub-affiliates each individual has brought in and how much revenue they are generating in their downline.

I would love to see the implementation of a a tailored feature that aligns with the core structure of the affiliate program but with some key nuances, such as variable commission payouts based on loan closings and delayed earnings visibility. This may act more like a referral program than an affiliate program. Ideally in our business model we be able to create a referral partner program that allows us to track and pay commissions to partners who refer us clients. The current affiliate manager setup does not work for us because it relies heavily on products or services sold that are charged on a credit card through Stripe. We don't charge the client directly, but instead get paid by a lender, or other high ticket business service provider we connect the client with, so the amount of the commission to us and the referral partner can vary, and may not be known until the end product is delivered, or when we get close to loan closing, or we are paid. Essentially we want to run a campaign that allows signup, then issue an affiliate link for submitting their referral, and then tracks their deals, and their commissions which are typically based on percentage, of our earnings. Since we don't know the amount of each deal up front, and there is no credit card payment to attach it to, I'm at a loss for how I can implement this. Once we do know the amount, we can calculate the commission for the affiliate to be paid at closing. Putting this out there in case anyone could use something like this, and hoping the Dev Team sees value. Thanks! You guys rock! This would really be a game changer for us is it could be implemented somehow.

I'm currently working on a referral marketing system that I want to offer my clients so I have been researching best practices... I see sites like 'referralcandy' has decent functionality on how to predict self-referral fraud... so I'm trying to model off some of these in my custom GHL build system... I assume that is done on the back end by referencing the IP Address Could something like that be made possible on GHL? I see other scenarios commonly mentioned as referral fraud... ... a high volume of referrals in a short time and referral codes leaked on coupon sites Those would be much harder to handle ... But the self-referrals scenario I do like...

When we are approving payouts we need to be able to click into the contact that signed up and verify they didn't churn or get refunded. It just shows the affiliates name and amount which tells us zero about what we are approving.

Move active campaigns over from First Promoter so we can actually cancel subscription with them

Currently, Affiliate Manager only upgrades a referred lead to "Customer" status when the associated transaction has non-zero revenue. This means that for any business using a free trial as the signup flow, an affiliate-referred lead stays stuck at "Lead" status indefinitely, even though a genuine conversion has taken place. Example: a lead signs up for a SaaS product with a 30 day free trial. The initial transaction value is $0, so Affiliate Manager doesn't recognize them as a customer. Only once the trial ends and the first paid charge goes through would revenue exist, but by then the platform has already missed the actual moment of conversion. This creates two problems: Affiliates referring free trial signups never get credited with converting a lead to a customer, only a "lead." There's no reliable way for a SaaS business to track or notify affiliates when their referral actually becomes a customer, since that status never updates independently of a revenue-generating transaction. Requested enhancement: decouple "Customer status" from "commission generation" in Affiliate Manager. A $0 transaction should still be able to mark a lead as a Customer, reflecting that a sale or signup occurred, while commission logic continues to apply only to non-zero transactions. This protects against generating $0 commission entries while still giving affiliates and SaaS owners accurate attribution and reporting. This would bring Affiliate Manager in line with standard SaaS free trial models, not just flat one-time-payment products.

Current limitations Affiliate settings are tailored to fixed-price products and standardized links. Consultative services generate a variable first invoice that the current payout logic cannot accommodate. Required features First-invoice percentage payout Add a configuration that lets admins assign a specific commission percentage on a client’s first or future invoices Transaction import with commission mapping Provide a bulk import tool for external invoices or transaction records and automatically apply the correct affiliate commissions. Expected benefits Accurate, scalable commission tracking for variable-price services. Elimination of manual reconciliation tasks. Broader affiliate adoption among agencies that sell service packages.

As of now, 'Add Manual Sales For An Affiliate' in workflows only applies to affiliate campaigns, which have a direct payout selected. Practically it applies to direct to offer strategies (product purchase on the website) or pay per lead campaings only. All consultation businsses are based on commision payouts per closed deal. The lead comes in and will have a setting and closing call, in which he will get send documents/estimates and invoiced from there. As of now it's neither possible to set a document/estimate/invoice template the affiliate campaign goal, nor payment links, nor add non-subscription based products (with one-time pricings or payment plans which are limited in time) in the 'External Website' setting in the campaign goals, nor is it possible to close the client in another streamlined way which allows tracking for the affiliate: The only imaginable way is to create a landing page/shop with an order form and trust the deal closer that he would send the affiliate's link to the client... For obvoius reasons, that's not a viable solution. A similar problem regards the sub-affiliation. To add subaffiliates, the campaign has to have tiers set. To set tiers, you have to have a pay per lead or direct to offer campaing with commissions payout per website purchse, which does not apply to any consultation based business.

When we refund someone, the affiliate that referred them should automatically lose commissions.