Sub-account Affiliate Manager

Custom Values of our Sub-Account Affiliate Management feature are solely available in Workflows and Emails, but not in Funnels. Every respectable MLM company is showing the Affiliate Name, and a way to contact the Affiliate (phone number and/or email address). We need this at a minimum! Personally I'd love to be able to customize and personalize more, but at minimum we need to be able to put the name of the Affiliate, and a way to contact them directly on the funnel.

Currently, the sub-account Affiliate Manager relies heavily on PayPal for auto-payouts, with other methods requiring a manual bank transfer process outside of the system. It would be a massive improvement to expand the natively supported, automated payout methods so we can offer our affiliates more choices and reduce our own administrative friction. Specifically, we are requesting integrations for: Stripe Connect (for seamless bank transfers and automated payouts without PayPal limits) Wise (to easily handle low-fee international affiliate payouts) Direct Check / Manual Check tracking (a straightforward option for offline payments that still tracks cleanly inside the CRM) Not all affiliates want to or are able to use PayPal. Having Stripe and Wise natively integrated for auto-payouts—and a dedicated check-writing option for manual payouts—would make the HighLevel Affiliate Manager far more competitive with dedicated affiliate software platforms.

Currently, if an affiliate makes a sale but the customer didn't use their affiliate link, we can manually add a one-off transaction to give them credit. However, if that customer purchased a recurring subscription, it is extremely tedious because we have to manually add each and every transaction month after month to pay our affiliates. We need the ability to manually assign an affiliate to an existing, active subscription . Once an affiliate is attached to a contact's ongoing subscription, the system should automatically track and calculate all future recurring payments in the Affiliate Manager, exactly as it would if the customer had used the affiliate link at checkout. This feature will save users hours of manual data entry, prevent missed commissions, and ensure our referral partners are automatically credited for the recurring revenue they bring in.

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

One area where the affiliate system could be significantly improved is the management of sub-affiliates and affiliate hierarchies. As affiliate programs grow, manually assigning and organizing sub-affiliates becomes increasingly time-consuming and difficult to manage. Introducing a more flexible structure would make the platform much more scalable for businesses with multi-level referral networks. A valuable enhancement would be the ability to assign a sub-affiliate to a parent affiliate through a simple selection field on a form or during the affiliate registration process. Rather than requiring manual administrative changes after an affiliate is created, new affiliates could be automatically linked to the appropriate parent based on the selection made during onboarding. This would streamline the enrollment process, reduce administrative work, and minimize assignment errors. It would also be beneficial to support true affiliate hierarchies. Administrators should be able to build structured organizations where affiliates can have multiple levels beneath them, creating a clear parent-child relationship throughout the network. This would make it easier to organize teams, track performance across an entire organization, and manage larger affiliate programs with regional leaders, agency owners, or team managers overseeing their own groups. Having a visual hierarchy or organizational tree would make managing these relationships even more intuitive. Administrators could quickly see reporting structures, move affiliates between parent organizations when needed, and better understand how their affiliate network is organized. These enhancements would greatly improve the scalability of the affiliate system, reduce manual administrative tasks, and provide businesses with the flexibility needed to manage growing referral organizations. For agencies, franchises, insurance organizations, and businesses that rely on team-based referrals, stronger sub-affiliate management and hierarchical organization would make the affiliate platform significantly more powerful and easier to use.

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.