Creating & Managing Affiliates

Strong affiliate lifecycle management improves growth quality and reduces manual cleanup.

Onboarding Methods

• Direct invitation for curated partners.
• Public application with manual approval.
• Bulk import for larger partner cohorts.

Profile Data to Maintain

• Contact and channel details.
• Payout and tax information.
• Program tags, notes, and campaign assignments.

Approval Workflow Best Practice

1. Review applicant fit and traffic quality.
2. Validate terms acceptance and policy compliance.
3. Assign default campaign and commission structure.
4. Send branded onboarding guidance.

Ongoing Management Actions

• Update campaign assignments by performance segment.
• Apply payout holds for suspicious activity.
• Suspend or remove accounts for policy violations.
• Keep notes for compliance and operational continuity.

Segmentation Suggestions

• New affiliates.
• Top performers.
• Coupon-focused partners.
• Content and creator partners.