Managing your affiliate network efficiently is essential for a smooth and organized program. The introduction of the Affiliate Portal Settings page simplifies this process by allowing administrators to manage key affiliate preferences all in one place. This centralized interface helps you guide affiliates through crucial onboarding steps, ensuring compliance and faster commission payouts, while also maintaining privacy and data control.
Key Features and Benefits:
Tax Document Upload Prompt: Affiliates will receive a banner prompting them to upload required tax forms (W9/W8) directly on their dashboard, ensuring compliance for smooth payouts.
Payout Method Setup Reminder: A persistent banner reminds affiliates to set up their payout method before receiving commissions, helping to avoid payment delays.
Referral Email Masking: For enhanced privacy, part of the referral email addresses are masked on the affiliate dashboard, protecting sensitive customer data.
Customizable Payout Methods: Admins can configure which payout methods (e.g., PayPal, bank transfers) are available to affiliates, controlling what they can use.
How to Set Up the Affiliate Portal Settings:
1. Access the Affiliate Manager:
Navigate to Marketing on the left > Affiliate Manager at the top.
2. Go to Settings:
From the dropdown, click on the Settings tab to access the configuration options.
In the settings menu, switch to the Affiliate Portal Settings section.
3. Enable Preferences:
Use the toggles to enable or disable features like prompting affiliates for tax documents, payout method setup, email masking, or choosing the available payout methods.
4. Save Changes:
Once you’ve configured your preferences, click Save to apply the changes.
Pro Tips for Using Affiliate Portal Settings:
Tax Compliance: Encourage affiliates to upload their tax documents as soon as they sign up. This prevents any delays in payouts once they’ve earned commissions.
Payout Method Setup: Make sure to regularly check if your affiliates have updated their payout methods. Enabling the reminder banner ensures they won’t miss this critical step.
Referral Data Privacy: Masking parts of referral emails is crucial for safeguarding customer data, especially if affiliates have access to sensitive information.
Customizing Payout Options: Offering only a select number of payout methods based on your business’s preferences can simplify payment management and reduce errors.
FAQ
1. How do I prompt affiliates to upload their tax documents?
The tax document upload prompt is automatically displayed as a banner on the affiliate dashboard, guiding them to upload their W9/W8 forms.
2. What happens if an affiliate doesn’t set up a payout method?
If an affiliate does not set up a payout method, they won’t be able to receive commission payments. The persistent reminder banner ensures they set this up in a timely manner.
3. Can I control which payout methods affiliates can use?
Yes, you can choose and customize the payout methods available to your affiliates, such as PayPal or bank transfers, based on your preferences.
4. Is it possible to mask the entire referral email for affiliates?
You can mask parts of the referral email addresses, ensuring better privacy and protection for customer data, while still allowing affiliates to track their referrals.
5. How can I customize what affiliates see on their dashboard?
You can adjust the settings in the Affiliate Portal Settings section to customize what appears on the affiliate dashboard, such as reminders for tax form uploads and payout setup.