Affiliate Manager Overview
The Affiliate Manager runs your partner program inside the CRM. A partner promotes a campaign by sharing their unique referral link; when a referral converts, the partner earns a commission. Everything lives in three sections: Campaign, Affiliate, and Payout.Campaign
A campaign defines what partners promote and what they earn — from a single link to a multi-step funnel with product-specific commissions and tiers. See Set up a campaign.
Affiliate
Your partner records — labeled affiliates in the CRM. Create, edit, and bulk-upload partners, and see how many customers, how much revenue, and how much owed commission each one accounts for.
Payout
The list of generated payouts to approve or reject. When a customer registers via a referral link, the payout appears on the Payout - Pending tab on the first day of the following month (or per your payout terms). After approving, export the CSV, pay through your payment gateway, and mark the payout Paid so reporting stays accurate. See Payouts.