Affiliate Manager
The Affiliate Manager is where you run your partner program inside the CRM: build campaigns, add partners, decide what they earn, and approve their payouts.“Affiliate” means partner. Partners are stored as affiliates here, and Funding Machine’s Partners workspace reads the same records and joins them to your funding results. Affiliate Manager is the source of record; these guides keep its literal Affiliate labels in steps and screenshots.
Start here
How it works
The three sections — Campaign, Affiliate, and Payout — and how they fit together.
Dashboard
Core metrics, conversion trend, leaderboard, pending actions, latest commissions.
Campaigns
Campaigns list
Campaign metrics, and the table to edit, publish, clone, or delete campaigns.
Set up a campaign
The full build: details, source, products, commissions, partners, and settings.
Clone a campaign
Duplicate an existing campaign’s configuration.
Import campaigns
Bring campaigns over from FirstPromoter.
Lead tracking
Track partner leads using forms, surveys, or calendars as the source.
Partner records
In the CRM these sit under Affiliate Manager → Affiliate.Affiliates list
Search, filter, export, and the per-partner actions menu.
Add a partner
One at a time, in bulk, or imported from contacts.
Partner highlights
One partner’s stats, links, commissions, leads, customers, and payouts.
Quick campaign actions
Add, remove, or move partners between campaigns from the list.
Delete partners
Permanently remove a partner — and what to check first.
Magic links
Let a partner reach their portal without credentials.
Partner coupon codes
Give a partner’s referrals an exclusive discount.
Customers under partners
Disable, move, or remove an attributed customer; delete a denied commission.
Sub-affiliates and tiers
Multi-tier commissions
Pay partners on their own sales and their sub-affiliates’ sales.
Add a sub-affiliate
Attach a partner under a parent from the Sub-Affiliate tab.
Sub-affiliate sign-ups
Let partners recruit their own sub-affiliates.
Commissions
Per-partner commissions
Override a campaign’s rate for one partner.
Commission length
Cap recurring commissions and vary the rate by charge count.
Pay-per-lead
Pay a fixed amount for every referred lead.
Pay-per-sale
Pay when a referral completes a qualifying purchase.
Add sales manually
Record a sale that happened outside the tracked link.
Payouts
Payouts
The payout queue: pending, approved, paid, denied.
Paying partners
Automatic PayPal payouts vs. manual bank transfers.
Automate payouts with PayPal
Pay approved commissions without exporting.
Portal, media, and settings
Affiliate portal
Turn on the portal and choose what partners see.
Media library
Share creative, scoped to specific campaigns.
Settings
Global defaults: notifications, cookie life, payout terms, sub-affiliates, portal.
Customize labels
Rename Affiliate Manager labels to match your brand.