For the complete documentation index, see llms.txt. This page is also available as Markdown.
How to Manage Affiliates in UpPromote
How to navigate and manage affiliates in UpPromote via Affiliates tab.
The Affiliates tab is where you can find the list of your affiliates as well as their information. This includes the existing affiliates (who got approved to join your affiliate program) and also the newly signed up affiliates (who is waiting for your approval to join).
Affiliates tab
The Customers list (from the Customer Referral feature) is also displayed as a sub-tab on this tab.
Search & Filters
Affiliate list
You can use the search box to find affiliates using their email address or name. The search results will appear automatically as you type into the box.
Affiliate list's filters
There are 3 filters available for the Affiliatelist:
Date: the time when affiliates signed up (or added manually).
Status: Pending (signed up but not approved), Active (approved and activated) or Inactive (approved but deactivated).
Program: the program that affiliates are in.
Custom Columns
With Custom columns, you can add or remove affiliate's data columns from the table. For your convenience, UpPromote gives you many options to customize the Affiliate list table.
Add the column "Signup source" to see how affiliates joined your program. They could be manually added, signed up via a registration form, or signed up via our Marketplace.
Add the columns "Login count" or "Last login" to check your affiliate team's activeness. These columns show the number of times and the last time affiliates logged into their affiliate account.
Actions
The last column in the affiliate list table is Actions. It contains the following buttons:
Approve/Deny affiliate
These 2 buttons only appear if the affiliate's status is Pending, which means he has signed up but has not been approved to join your program.
Active toggle
This toggle only appears for the approved affiliates. With this, you can activate/deactivate an affiliate. Deactivated affiliates cannot earn commissions nor access some tabs in their affiliate admin.
Login as affiliate
As the merchant, you can log into any of your affiliate's account and access their affiliate admin. With a single click on this button, the corresponding affiliate's admin page will open in a new browser tab.
Delete affiliate
You can use this button to remove an affiliate.
If you delete an affiliate, all related information/data (referrals, clicks, coupons, etc.) will be removed as well.
Please note that the affiliate accounts can not be recovered once deleted.
Quick view
To quickly see some basic information about an affiliate such as Affiliate link, Affiliate coupon, payment method, etc., you can hover the cursor over the affiliate's name and then click on the Quick view button next to it.
A popup will appear showing some information about the affiliate:
Affiliate Quickview
On the popup, you can click More details to access the Affiliate profile page.
