Sub-account Affiliate Manager

Currently you can only manually assign sales to an affiliate if there is an associated campaign for that product. Instead, after selecting the customer under "Add Sales Manually" it should display all the sales made under that customers account, perhaps with the ability to filter by campaign if desired. For sales that don't have a campaign it should let us also manually enter the commission setup or select from a default value.

Affiliates for sub-accounts should have the option to download a QR code of their affiliate link in each campaign. This would help them when producing their own physical ad assets like posters or brochures.

Myself, and others in Sub-Accts in my Agency need the ability to change Affiliate Commission % up ⬆️ or down ⬇️! Example 1: Due to a re-negotiation up or down based on many factors. Example 2: Due to an Affiliate becoming a higher tiered affiliate. (See detailed examples at the bottom) For this to work properly, there need to be 2 OPTIONS when that change is done: Change from “Date Forward” (this would likely have to be for a current payout that is not marked as “paid” yet, so the date could not be set before the date of the last “paid” payout, only for unpaid payouts.) Change for “NEW Customers” or “ALL Customers” (from the beginning of the signup & going forward, this would make it so all signups since the beginning would switch to the new affiliate percentage) Detailed Examples… Example A (% ⬆️): If an affiliate is amazing, 🥳 and reached a signup threshold, and you need to change them from 10% to 15% then you could have the option to change that 15% just for only “NEW Customers” they bring in from that date, OR for “All Customers” so next month every customer would pay out at the new 15% rather than just new customers. Example B (% ⬇️): If an affiliate not providing their end of the deal on the product for example they said they would get on weekly calls to teach part of a course, and now they are only showing up once a month…😔 then the percent needs to go down for “All Customers” from the date that agreement changed.

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 do junk removal and need a clean and easy way to track which affiliate should get the referral credit. After completing the service, I charge using the HL APP point of sale system. There needs to be a coupon section in addition to the discount section it already has. Since affiliates can have coupons, I can ask who referred the customer and hopefully easily search for the affiliates coupon code to give them credit. If the affiliate coupon code is used it should be able to fire some automation or track that a sale was made for the commission to be paid out.

it would be great to have a campaign setting which sets affiliates to be automatically removed after X allotted time of inactivity. i.e. if an affiliate has no referrals, sales, or leads after 6 months, there is an email sent to them warning of removal from the campaign, along with an internal notification for staff to be made aware. This would encourage affiliate performance, and reduce administrative overhead in maintaining active affiliate database.

It would be helpful to be able to see which accounts are active and which are paused in list view for Sub Accounts. Right now you have to click into the account to see that it is paused. We would like to see from the list of accounts if an account is Active or Paused. Thank you.

As an agency that regularly needs to be active in every sub account it would be beneficial to have a way to sort them into groups. Many of our clients have multiple locations with their own sub account but it would reduce scrolling and ease of use of the tool when switching between sub accounts.

Right now, when you have a sale that didn’t get correctly attributed to an affiliate, you can’t connect it to the affiliate unless it is part of a funnel. This seems like an arbitrary limitation - I should be able to connect any order in my account to any affiliate no matter where the sale came from.

Why is there no way to export affiliate sales data easily from the affiliate platform (or blackhole) as it should be known as.