Last updated
Last updated
In this article, we will review how to add or upload affiliates to MyPipeline. Check out our other Affiliate Manager articles for additional tips, best practices, and an overview of the feature.
Step 1: How To Add Affiliates
Navigate to Marketing > Affiliate Manager > Affiliates
Click +Add and a dropdown will appear
Select New Affiliate to add an individual affiliate, or Upload Affiliates to upload a list of multiple affiliates at once
For the individual Affiliate, fill out the pop up that appears and click “Add Affiliate” to save their information.
For a bulk upload of a list, use a .CSV file to upload multiple records at once, map the contact fields, and add them all to MyPipeline at once.
Ensure your CSV file includes appropriate headers, such as: “First Name”, “Last Name”, “Email-id”, “Phone Number”, “Industry”, and “Website”.
Step 2: Getting an Affiliate-id for each Affiliate Manager Campaign
Navigate to Marketing > Affiliate Manager > Affiliates.
Scroll down and click on an affiliate name
Toggle between your campaign(s) to see the unique ID for each campaign.
Step 3: Exporting Affiliates
To export your affiliate list, navigate to the ‘Payouts’ Section of the Affiliate tool, and click export
PRO TIP:
There is no system-generated email sent out when a new affiliate is added to MyPipeline. An affiliate does receive a system-generated email when an affiliate campaign is published/live. That email will contain their unique URL Affiliate ID which they will need to use when promoting the product/service.
