The Affiliate Portal is a centralized platform that allows your affiliates to manage their activities independently. There, they can track their performance, view their commissions, access their payments, and obtain detailed information about their leads and customers.

This dashboard simplifies their experience while fostering clear communication with your company.

How to get started with the Affiliate Portal

Step 1: Add affiliates to a campaign

Once an affiliate is added to an active campaign, they receive an invitation email to access the Affiliate Portal. Make sure the Invitation Email option is enabled in the campaign settings.

You can also automate the sending of welcome emails or SMS messages containing information on how to access the portal.

Step 2: Affiliate Login

Affiliates can log in using the credentials provided in their invitation email. Once logged in, they are directed to the Affiliate Dashboard where they can view their campaign data and referral links.

What does the Affiliate Portal offer?

Dashboard

Affiliates can view an overview of the campaigns they’re participating in, along with key metrics:

• Number of leads generated

• Number of customers acquired

• Clicks on their links

• Commissions earned

They can also quickly access their referral links.

Leads/Customers Section

This section details the leads and customers who purchased a product or signed up through affiliates’ referral links. This data helps measure the effectiveness of their marketing efforts.

Commissions Section

Affiliates can view:

• The total amount of commissions earned

• The total revenue generated through their campaigns

• The status of their payments (paid/pending)

They can also add or update their payment method (for example, their PayPal account).

Sub-affiliates

If your program includes sub-affiliates, this page allows you to:

• View the list of sub-affiliates

• Get a shareable link to recruit new sub-affiliates

How do I give my affiliates access to the affiliate dashboard?

Here are two ways for your affiliates to access their dashboard:

1. Use the link in the invitation email

When an affiliate is added to an active campaign, they automatically receive an email containing a direct link to their dashboard.

2. Share the URL of your Client Portal directly

You can share the generic link to your Client Portal by adding /affiliate to the end of the URL. For example, for the CrocoClick Club, the URL is: https://club.crococlick.com/affiliate

You can find your Client Portal URL by going to Subscriptions > Client Portal > Dashboard.

This allows affiliates to access their account directly by entering their login credentials or using the "Forgot Password" option if necessary.

Conclusion

By using these methods, you make it easier for your affiliates to access the Affiliate Portal, allowing them to maximize their performance while simplifying their user experience.