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Affiliates Overview

The Affiliates tab lists your partners — labeled affiliates in the CRM — the people who promote your campaigns through referral links and earn commission on the results. Open it from Marketing → Affiliate Manager → Affiliates.
Affiliates Overview in the Affiliate Manager

Date Range

Filter partners by join date to review recruitment over a specific period.
Date Range in the Affiliate Manager

Export

Download your partner list.
Export in the Affiliate Manager

Add

Add new partners individually, in bulk, or from contacts — see Add a partner.
Add in the Affiliate Manager
Filter the list by name.
Search in the Affiliate Manager

Filters

Show partners by campaign or status. Click Apply after selecting.
Filters in the Affiliate Manager

Partner Table

Every partner, manually created or automated, with their name, status, enrolled campaigns, and metrics: customers, leads, sub-affiliates, and revenue generated.
Affiliate Table in the Affiliate Manager

Partner Actions

Select partners (or use the header checkbox for all) to mark them inactive or add them to a workflow in bulk.
Affiliate Actions in the Affiliate Manager
The three dots next to a partner edit their details, toggle active/inactive, reassign linked contact IDs, and more.
Affiliate Actions in the Affiliate Manager (2)
Clicking a partner’s name opens their full record — see Partner Highlights.