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Affiliate Manager Settings

Settings holds the global defaults for your partner program — campaign defaults, portal requirements, and tab-label customizations. Open it from the Affiliate Manager dropdown.
Affiliate Manager Settings in the Affiliate Manager

Default Campaign Settings

These defaults apply automatically to new campaigns only — existing campaigns are not affected.
Default Campaign Settings in the Affiliate Manager

Affiliate Email Notification

Automatically emails new partners. Once enabled, pick a template from the dropdown or use the default.
Affiliate Email Notification in the Affiliate Manager
How long the tracking cookie stays active after someone clicks a referral link (2 to 365 days). The cookie attributes any resulting sign-ups or purchases to the correct partner.
Cookie Life in the Affiliate Manager

Payout Terms

When payouts are issued: 7 to 90 days after each month ends. A longer term reduces the risk of paying commission on refunded transactions.
Payout Terms in the Affiliate Manager
Partners see the selected payout term inside their portal.
Payout Terms in the Affiliate Manager (2)

Setup Fees

Include setup fees in the total sales amount so they count toward commission calculations.
Setup Fees in the Affiliate Manager

Sub Affiliate Signup Page

Lets partners share sign-up forms and recruit sub-affiliates on their own.
Sub Affiliate Signup Page in the Affiliate Manager

Auto Enrolling New Customers as Sub Affiliates

Automatically enrolls new customers as sub-affiliates under the partner who referred them.
Auto Enrolling New Customers as Sub Affiliates in the Affiliate Manager

Affiliate Portal Settings

Controls what the portal requires from partners and how they get paid. See How to use the Affiliate Portal for the partner-side view.
Affiliate Portal Settings in the Affiliate Manager
  1. Require tax forms from partners prior to payout.
  2. Mask customer information in referral emails for added privacy.
  3. Require partners to set up a payout method.
  4. Control which payout methods are available to partners.
Affiliate Portal Settings in the Affiliate Manager (2)
Once enabled, select the payout methods to offer, verify, and click Save. Partners see only the selected methods in their portal.
Affiliate Portal Settings in the Affiliate Manager (3)

Customizations

Rename the Affiliate Manager tab headers; the changes appear in the Affiliate Manager dropdown. See Customizing labels.
Customizations in the Affiliate Manager

Save and Restore Default

Click Save to keep your changes.
Save in the Affiliate Manager
Restore Default reverts everything to the default configuration.
Restore Default in the Affiliate Manager