Skip to main content
The Affiliate Manager lets you run a full affiliate program without third-party software. Track who referred whom, calculate commissions automatically, and manage payouts — all integrated with your CRM contacts.

​
Getting started

Navigate to Marketing > Affiliate Manager to access the affiliate dashboard.

​
Key features

Affiliate tracking

Each affiliate gets a unique tracking link. Referrals are attributed automatically when a contact signs up or purchases through that link.

Commission rules

Set flat-rate or percentage-based commissions for each affiliate or product.

Automated payouts

Set payout thresholds and schedules. The platform calculates commissions automatically based on attributed conversions.

Affiliate portal

Affiliates can log in to their own portal to view their referrals, commissions, and payout history.

Campaign tracking

Track which campaigns and affiliates are driving the most revenue.

CRM integration

Affiliates are stored as contacts in your CRM, so you can communicate with them through the same workflows as your other contacts.

​
Setting up an affiliate program

1

Enable the affiliate manager

Navigate to Marketing > Affiliate Manager and enable the feature for your account.
2

Create an affiliate campaign

Click New Campaign and configure the commission structure, tracking parameters, and payout schedule.
3

Add affiliates

Invite contacts to become affiliates. They will receive a welcome email with their unique tracking link and portal credentials.
4

Set commission rules

Define how commissions are calculated — by percentage of sale, flat fee per referral, or a tiered structure.
5

Configure payouts

Set a minimum payout threshold and a payout schedule (weekly, monthly, etc.). Connect your payment method for automated disbursements.

​
Tracking and reporting

View affiliate performance in the Affiliate Manager dashboard:
  • Total referrals per affiliate
  • Conversion rate per affiliate
  • Commission earned and pending
  • Total program revenue attributed to affiliates
Use CRM tags and pipelines to segment and communicate with your top-performing affiliates, offering them exclusive bonuses or early access to new products.
Last modified on March 4, 2026