How to add manual sales and rewards for affiliates

The Sub Account Affiliate Manager allows you to add manual sales for affiliates, providing a flexible way to track and credit sales that may not be captured automatically. Follow the steps below to add manual commissions for an affiliate

TABLE OF CONTENTS

• Step 1: Open Sub Account Affiliate Manager
• Step 2: Open Affiliate Page
• Step 3: Select the Affiliate
• Step 4: Open Affiliate Profile
• Step 5: Add Manual Commissions
• Step 6: Search for Lead and Customer
• Step 7: Confirm Details
• Step 8: Enter Transaction Revenue
• Step 9: Optional: Add Transaction Date
• Step 10: Optional: Add Invoice or Reference Number
• Step 11: Submit

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Step 1: Open Sub Account Affiliate Manager

• Navigate to the Account Affiliate Manager from your dashboard. (Marketing > Affiliate Manager)

Step 2: Click the affiliate tab

• Go to the Affiliate Page where all your affiliates are listed.

Step 3: Select the Affiliate

• Find and select the affiliate for whom you want to add manual sales.

Step 4: Open Affiliate Profile

• On the Affiliate Profile page, scroll down to the Table tab.

Step 5: Add Manual Commissions

• Under the Commission section, click on Add Manual Commissions.

Step 6: Search for Lead and Customer

• In the pop-up window, search for the lead or customer associated with the manual sale.
• If the customer does not exist, you can click on Add as Lead to create a new lead.

Step 7: Confirm Details

• In the Add Manual Commissions pop-up, confirm the affiliate's name and the customer's name.

Step 8: Enter Transaction Revenue

• Enter the revenue amount for the transaction.

Step 9: Optional: Add Transaction Date

• Optionally, add the date when the transaction happened. Please note that commissions will be generated according to this date. By default, today's date is used.

Step 10: Optional: Add Invoice or Reference Number

• Optionally, enter an invoice or reference number in the Event ID field for future reference.

Step 11: Submit

• Click Submit to save the manual transaction. The commission will be automatically added, and the product tag will show manual commissions.