Add affiliates

1. Add manually

To manually add affiliates to your program, you must first click the Add Affiliate button.

1. Select the program you want to add the affiliate to

2. Fill in basic information (name, email)

3. Fill in a password of your choice, or select the auto-generated password

4. (Optional) Select Send an invitation email (this is the Added Affiliates template that includes the affiliate's log-in link and password and can be edited in Email > Email Notifications > Added Affiliates > Edit)

5. Click Save

We highly recommend you check the Send invitation email checkbox, as it will be easier for you to resend in case the email didn't reach its recipient, or if you don't remember the set password.

Now the affiliate has been added to your program.

To reduce manual tasks, you can bulk-import affiliates into your programs.

2. Bulk Import

You can bulk import up to 250 affiliates into your programs. This is extremely useful when you want to import affiliates from other apps.

To do so, you must first contact us to enable this Import button.

1. Select the program you want to import affiliates into

2. Fill in a password of your choice, or select the auto-generated password (if your CSV file already includes the password, please skip this step)

3. Upload your CSV file (first_name, last_name, and email columns are required)

4. Choose to send an invitation email including the affiliate's log-in link and password or not

5. Click Import

Download our sample CSV file to set up your data field columns correctly!