How to add affiliates to the affiliate manager

Add affiliates to Affiliate Manager using simple methods: manual, bulk, from your contacts, or via automation.

Written By CrocoTeam

Last updated 7 days ago

Affiliates are individuals or companies that promote your products or services in exchange for commissions based on the sales or leads they generate.

There are four simple ways to add and manage your affiliates in the CrocoClick Affiliate Manager.

1. Add a new affiliate manually

  1. Go to Marketing > Affiliate Manager > Affiliate and click the Add button.

  2. Select New Affiliate from the available options.

  3. Enter the affiliate’s information and assign them to a campaign.

  4. Click Done to finalize the addition.

💡TIP: Note that simply adding an affiliate in the Affiliate Manager does "nothing" on its own. You must then add the affiliate to an affiliate campaign. To find out more about creating affiliate campaigns, read this article

2. Add affiliates in bulk

  1. Go to the Affiliate section and click Add.

  2. Select the Upload Affiliates option.

  3. Download the sample CSV file and fill it out with your affiliates’ information.

  4. Import the completed file, then click Save to add affiliates in bulk.

3. Import affiliates from your contacts

  1. On the Affiliates page, click Add and select Import from contacts.

  2. Select the contacts you want to convert into affiliates.

  3. Click Import to add them to your affiliate program.

4. Use automations to streamline affiliate management

To simplify management even further, use CrocoClick’s automations to automate certain actions.

  • Add to Affiliate Manager: Automatically adds a contact as an affiliate with active status.

  • Update affiliate status: Change an affiliate’s status (active/inactive).

  • Add to an affiliate campaign: Automatically assign an affiliate to a specific campaign.

  • Remove from an affiliate campaign: Remove an affiliate from an existing campaign.

You can configure these actions in your workflows using triggers such as signing up for a campaign or updating a status.

Conclusion

CrocoClick offers several methods for adding and managing your affiliates, whether individually, in bulk, or automatically via workflows. By optimizing your affiliate management, you can better track their performance, strengthen your campaigns, and maximize your revenue.