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Setting Up an Affiliate Campaign

Click +Add in the upper right of the Campaign view to start.

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Campaign Details

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Campaign Name

Enter a distinctive name — it is the campaign’s identifier.

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Source

Select where the partner’s leads will originate. Funnels, websites, and stores must be linked to a domain. A preview of the campaign URL appears here.

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Products

Choose the products commissions apply to. You can save the campaign at any point and return later. Click Next for the Commissions section. Commission settings apply only to funnel, website, and store sources — the section is skipped for forms, surveys, and calendars, which use Pay Per Lead or Pay Per Sale instead.

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Commissions

Set the percentage of each sale paid to partners.

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Advanced Commission Settings

For per-product commissions, click the two-toggle icon. Enter the commission value, then save. To pay a bonus on early commissions, enable variable commission over time. Set the number of transactions (1) and the commission value (2) for the starting bonus. Set Commission Length caps how long commissions are paid — see Commission length. Level Up to another Campaign promotes partners to a receiver campaign when they hit a milestone. Enter the goal the partner must meet. Then pick what happens to their referral customers. The dials icon sets up commission tiers for the same campaign. Tiers divide partners into different earning levels — see Multi-tier commissions. Click Save once the tiers are set.

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Additional Commission Options

Campaigns sourced from Forms, Surveys, or Calendars choose between Pay Per Lead and Pay Per Sale.

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Finish

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Campaign Description

A short overview of the campaign’s purpose, shown to partners.

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Add Affiliate

Pick the partners for the campaign. Each gets a unique referral link per campaign, so a partner can be in several campaigns with accurate attribution. Each campaign a partner joins issues its own referral link.

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Cookie Life

How many days the tracking cookie stays active in a lead’s browser — the window in which their actions attribute to the partner.

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Payout frequency

The intervals at which partners are paid for their sales.

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Set up Fee Additions

Toggle on to include product set-up fees in partner commissions.

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Sub Affiliate Options

For multi-tier campaigns:

1. Sub Affiliate signup page — select a form partners can share to recruit sub-affiliates on their own.
2. Auto Enroll New Customers as Sub Affiliate — new customers are automatically enrolled as sub-affiliates under the partner who brought them in.

Click Finish, then Publish Now to go live — or Save in Draft to keep the campaign paused.