Managing customers under an affiliate is essential for ensuring accurate commission tracking and the smooth operation of your affiliate program. Whether it's removing inactive customers, reassigning them to another affiliate, or controlling their eligibility for commissions, the right tools simplify the entire process. This guide will walk you through how to delete, disable, enable, and move customers across affiliates while handling commissions efficiently.
Key Features and Benefits:
Delete or Disable Customers: Efficiently manage inactive or fraudulent customers by deleting or disabling them from an affiliate's profile.
Reassign Customers: Move customers between affiliates to keep tracking accurately.
Commission Control: Handle commissions with ease, including deleting or transferring commissions based on the status of the customer or affiliate.
Navigation Steps
1. Go to the Marketing Tab:
Click on "Marketing" on the left > Affiliate Manager at the top.
2. Select Affiliates:
Choose "Affiliates" from the dropdown menu.
3. View Individual Profiles:
Click on an affiliate's name to open their profile.
How to Manage Customers under an Affiliate:
Deleting a Customer from an Affiliate
1. Navigate to the Affiliate Profile: Go to your Affiliate page and select the affiliate whose customer you wish to remove.
2. Locate the Customer: In the Customers tab, find the customer to be deleted. Use the search bar or filters for quick access.
3. Delete the Customer: Click the "Delete" button next to the customer's name and confirm the action.
What Happens After Deleting: The customer will no longer be associated with the affiliate, and no future commissions will be generated from them.
Disabling/Enabling a Customer
1. Navigate to the Affiliate Profile: Go to the Affiliate page and select the affiliate whose customer you want to manage.
2. Locate the Customer: Find the customer in the Customers tab using search or filters.
3. Disable the Customer: Click the three dots next to the customer’s name and select "Disable Customer." Confirm the action.
To enable the customer, repeat the steps and click "Enable Customer."
When to Disable a Customer: Disabling prevents any further sales tracking and stops commission generation, useful for managing fraudulent signups.
Deleting Commissions
1. Navigate to the Affiliate Profile: Go to the Affiliate page and select the affiliate whose commission you need to delete.
2. Locate the Commission: In the Commissions tab, find the commission you want to delete. Remember, only denied commissions can be deleted.
3. Delete the Commission: Once denied, click the three dots and select "Delete," then confirm the action.
Moving Customers Across Affiliates
1. Go to the Affiliate Manager: Head to the affiliate profile where the customer is currently assigned.
2. Scroll to the "Customers" Tab: Find the Customers section within the affiliate's profile.
3. Click the Three-Dot Menu (⋮): Open the options next to the customer you want to move.
4. Choose "Move Customer": Select the option to move the customer to another affiliate.
5. Select the Destination Affiliate: Choose the destination affiliate from the pop-up window. If you wish to move unpaid commissions, toggle the option to transfer them as well, then click "Move" to complete the action.
Important Notes:
You can only move customers within the same campaign.
Paid commissions will remain with the original affiliate, while unpaid commissions will be transferred to the new affiliate.
Pro Tips:
Be cautious when deleting customers: Deleting a customer will permanently remove them from the affiliate, and no future commissions will be earned from their purchases.
Use disabling for temporary issues: Instead of deleting a customer, consider disabling them if you’re unsure about their status, as this allows for easy reactivation later.
Track commission transfers carefully: Ensure you understand which commissions are being transferred when moving customers between affiliates, as this can impact your affiliate’s earnings.
FAQ
1. Can I delete a customer if they’ve made purchases?
Yes, deleting a customer will remove them from the affiliate, and no future commissions will be generated from their purchases.
2. What happens when I disable a customer?
Disabling a customer prevents further sales tracking and commission generation, useful for handling issues like fraudulent signups.
3. Can I transfer commissions when moving a customer to a new affiliate?
Yes, unpaid commissions can be moved with the customer. Paid commissions will remain with the original affiliate.
4. Can I edit a customer's information after they've been moved between affiliates?
Once a customer is moved, their information remains intact. However, any changes to their data must be done manually.
5. Is there a limit to how many customers I can move between affiliates?
There is no set limit, but customers can only be moved within the same campaign.