# How to create an Affiliate Campaign

> Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…

- Source: https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-create-an-affiliate-campaign
- Section: Marketing / Affiliate Campaigns
- Reading time: 3 min
- Images: 12, each explained below

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Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process with its multi-tier support, customizable commissions, direct affiliate assignments, and more. Follow this guide to get your campaign up and running and start earning commissions with just a few clicks.

**TABLE OF CONTENTS**

-   [Step-by-Step Guide to Creating an Affiliate Campaign](#step-by-step-guide-to-creating-an-affiliate-campaign)
    -   [Step 1: Start by Clicking the "Add" Button](#step-1-start-by-clicking-the-add-button)
    -   [Step 2: Choose Your Campaign Source](#step-2-choose-your-campaign-source)
    -   [Step 3: Configure Source Details](#step-3-configure-source-details)
    -   [Step 4: Review Your Product List](#step-4-review-your-product-list)
    -   [Step 5: Set Default Commission](#step-5-set-default-commission)
    -   [Step 6: Customize Product-Level Commissions (Optional)](#step-6-customize-product-level-commissions-optional)
    -   [Step 7: Enable Multi-Tier Commissions](#step-7-enable-multi-tier-commissions)
    -   [Step 8: Configure Tier-Specific Commissions](#step-8-configure-tier-specific-commissions)
    -   [Step 9: Add a Campaign Description (Optional)](#step-9-add-a-campaign-description-optional)
    -   [Step 10: Assign Affiliates Directly](#step-10-assign-affiliates-directly)
    -   [Step 11: Adjust Additional Settings](#step-11-adjust-additional-settings)
    -   [Step 12: Publish or Save as Draft](#step-12-publish-or-save-as-draft)
-   [⚠️ Changing the Source in an Existing Campaign](#changing-the-source-in-an-existing-campaign)
-   [What's Next:](#whats-next)

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## **Step-by-Step Guide to Creating an Affiliate Campaign**

### **Step 1: Start by Clicking the "Add" Button**

Navigate to the **Campaign** page and click the "+ Add" button to initiate the creation of your campaign.

![Step 1: Start by Clicking the "Add" Button (image 1 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781718/original/x2R2sEUsJiAMxg9fj0xY3Y577S-Fu3DumA.jpeg)

**Step 1: Start by Clicking the "Add" Button (image 1 of 12)**

This screenshot appears in the "Step 1: Start by Clicking the "Add" Button" section of "How to create an Affiliate Campaign". The text alongside this image reads: Navigate to the Campaign page and click the "+ Add" button to initiate the creation of your campaign. Immediately after, the guide continues: Select the source for your campaign, such as a funnel, website, or store where your products are listed.
- Where to go: Navigate to the Campaign page and click the "+ Add" button to initiate the creation of your campaign.
- Controls: Campaign
- Next: Select the source for your campaign, such as a funnel, website, or store where your products are listed.

### **Step 2: Choose Your Campaign Source**

Select the source for your campaign, such as a funnel, website, or store where your products are listed.

### **Step 3: Configure Source Details**

You can also choose the landing page where potential customers will land. Once set, the system will generate a default campaign URL. This URL includes a unique affiliate link, where the placeholder `<<affiliate_id>>` is automatically replaced with each affiliate's unique ID.

![Step 3: Configure Source Details (image 2 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781724/original/ZBtujVrvdHxcz9ToqznlorQhRDZ-crR4cQ.jpeg)

**Step 3: Configure Source Details (image 2 of 12)**

This screenshot appears in the "Step 3: Configure Source Details" section of "How to create an Affiliate Campaign". The text alongside this image reads: You can also choose the landing page where potential customers will land. Once set, the system will generate a default campaign URL. This URL includes a unique affiliate link, where the placeholder > is automatically replaced with each affiliate's unique ID. Immediately after, the guide continues: Please Note: Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars. Learn more here….
- What to choose: You can also choose the landing page where potential customers will land. Once set, the system will generate a default campaign URL. This URL includes a unique affiliate link, where the placeholder <<affiliate_id>> is automatically replaced with each affiliate's unique ID.
- Controls: Learn more here.
- Next: Please Note: Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars. Learn more here. Landing page selection is just used to set where the potentials customers will land. Please note that tracking will be done source wide not just on the landing page

![Step 3: Configure Source Details (image 3 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781716/original/RaKWk2FxX9qCPb7sXXYyiKqZPNXBhUwk5w.jpeg)

**Step 3: Configure Source Details (image 3 of 12)**

This screenshot appears in the "Step 3: Configure Source Details" section of "How to create an Affiliate Campaign". The text alongside this image reads: You can also choose the landing page where potential customers will land. Once set, the system will generate a default campaign URL. This URL includes a unique affiliate link, where the placeholder > is automatically replaced with each affiliate's unique ID. Immediately after, the guide continues: Please Note: Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars. Learn more here….
- What to choose: You can also choose the landing page where potential customers will land. Once set, the system will generate a default campaign URL. This URL includes a unique affiliate link, where the placeholder <<affiliate_id>> is automatically replaced with each affiliate's unique ID.
- Controls: Learn more here.
- Next: Please Note: Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars. Learn more here. Landing page selection is just used to set where the potentials customers will land. Please note that tracking will be done source wide not just on the landing page

**Please Note:** 
Currently, only funnels, websites, and stores support product sales via affiliate campaigns. However, you can also track leads and pay affiliates for generating leads through forms, surveys, and calendars. **[Learn more here.](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-and-pay-affiliates-for-generating-leads)**

Landing page selection is just used to set where the potentials customers will land. Please note that tracking will be done source wide not just on the landing page

### **Step 4: Review Your Product List**

Review the products associated with your selected source. Add or remove products to ensure that only commission-eligible items are listed.

![Step 4: Review Your Product List (image 4 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781717/original/z6mS3KYOu-HsFjnHgpwVjYFBM-tmHmQ2hg.jpeg)

**Step 4: Review Your Product List (image 4 of 12)**

This screenshot appears in the "Step 4: Review Your Product List" section of "How to create an Affiliate Campaign". The text alongside this image reads: Review the products associated with your selected source. Add or remove products to ensure that only commission-eligible items are listed. Immediately after, the guide continues: Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.
- What this covers: Review the products associated with your selected source. Add or remove products to ensure that only commission-eligible items are listed.
- Next: Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.

### **Step 5: Set Default Commission**

Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.

![Step 5: Set Default Commission (image 5 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781714/original/iaAewggi3qR-EpTaHYAeRoOgQ4sSrQF1jA.jpeg)

**Step 5: Set Default Commission (image 5 of 12)**

This screenshot appears in the "Step 5: Set Default Commission" section of "How to create an Affiliate Campaign". The text alongside this image reads: Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price. Immediately after, the guide continues: Optionally, set specific commissions at the product level to tailor payouts based on individual product prices.
- What this covers: Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.
- Next: Optionally, set specific commissions at the product level to tailor payouts based on individual product prices.

### **Step 6: Customize Product-Level Commissions (Optional)**

Optionally, set specific commissions at the product level to tailor payouts based on individual product prices.

![Step 6: Customize Product-Level Commissions (Optional) (image 6 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781723/original/ti7BKz8eGAdARlnMfV4lALQmDmfuf40o4g.jpeg)

**Step 6: Customize Product-Level Commissions (Optional) (image 6 of 12)**

This screenshot appears in the "Step 6: Customize Product-Level Commissions (Optional)" section of "How to create an Affiliate Campaign". The text alongside this image reads: Optionally, set specific commissions at the product level to tailor payouts based on individual product prices. Immediately after, the guide continues: Access the Advanced Commissions settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. Learn more here.
- What this covers: Optionally, set specific commissions at the product level to tailor payouts based on individual product prices.
- Next: Access the Advanced Commissions settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. Learn more here.

### **Step 7: Enable Multi-Tier Commissions**

Access the **Advanced Commissions** settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. [Learn more here.](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-multi-tier-commissions)

![Step 7: Enable Multi-Tier Commissions (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781720/original/ksW7cgUS_iICkEz_CpNOnvZbnmMEGSEbCw.jpeg)

**Step 7: Enable Multi-Tier Commissions (image 7 of 12)**

This screenshot appears in the "Step 7: Enable Multi-Tier Commissions" section of "How to create an Affiliate Campaign". The text alongside this image reads: Access the Advanced Commissions settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. Learn more here. Immediately after, the guide continues: Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance.
- What this covers: Access the Advanced Commissions settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. Learn more here.
- Controls: Advanced Commissions
- Next: Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance.

### **Step 8: Configure Tier-Specific Commissions**

Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance.

![Step 8: Configure Tier-Specific Commissions (image 8 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781713/original/LrUv3uJsLCNoPLCsgnevcXOA9UzwI8jr1g.jpeg)

**Step 8: Configure Tier-Specific Commissions (image 8 of 12)**

This screenshot appears in the "Step 8: Configure Tier-Specific Commissions" section of "How to create an Affiliate Campaign". The text alongside this image reads: Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance. Immediately after, the guide continues: Add a campaign description that outlines its purpose to make it more attractive to potential affiliates.
- What this covers: Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance.
- Next: Add a campaign description that outlines its purpose to make it more attractive to potential affiliates.

### **Step 9: Add a Campaign Description (Optional)**

Add a campaign description that outlines its purpose to make it more attractive to potential affiliates.

![Step 9: Add a Campaign Description (Optional) (image 9 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781715/original/J0TTyCwIlA-LG3RseQd5HHQKtCEFv1fOiw.jpeg)

**Step 9: Add a Campaign Description (Optional) (image 9 of 12)**

This screenshot appears in the "Step 9: Add a Campaign Description (Optional)" section of "How to create an Affiliate Campaign". The text alongside this image reads: Add a campaign description that outlines its purpose to make it more attractive to potential affiliates. Immediately after, the guide continues: Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.
- What this covers: Add a campaign description that outlines its purpose to make it more attractive to potential affiliates.
- Next: Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.

### **Step 10: Assign Affiliates Directly**

Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.

![Step 10: Assign Affiliates Directly (image 10 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781722/original/GaGiOLmMrLJfqPJp7oTdtCj7uFCnC_0-zA.jpeg)

**Step 10: Assign Affiliates Directly (image 10 of 12)**

This screenshot appears in the "Step 10: Assign Affiliates Directly" section of "How to create an Affiliate Campaign". The text alongside this image reads: Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign. Immediately after, the guide continues: Tailor your campaign further with options such as.
- What this covers: Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.
- Next: Tailor your campaign further with options such as:

### **Step 11: Adjust Additional Settings**

Tailor your campaign further with options such as:

-   Email templates for affiliate onboarding
-   Cookie duration for tracking affiliate activity
-   Payout terms
-   Including setup fees in commission calculations
-   Enabling sub-affiliate signups
-   Auto-enrolling new customers as sub-affiliates

![Step 11: Adjust Additional Settings (image 11 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781721/original/dCpccd0oPMEupNfRZrVinHbinh9DGmH0Ew.jpeg)

**Step 11: Adjust Additional Settings (image 11 of 12)**

This screenshot appears in the "Step 11: Adjust Additional Settings" section of "How to create an Affiliate Campaign". The text alongside this image reads: Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission calculations Enabling sub-affiliate signups Auto-enrolling new customers as sub-affiliates. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Once satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.
- What this covers: Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission calculations Enabling sub-affiliate signups Auto-enrolling new customers as sub-affiliates
- Fields: Email templates for affiliate onboarding, Cookie duration for tracking affiliate activity, Payout terms, Including setup fees in commission calculations, Enabling sub-affiliate signups, Auto-enrolling new customers as sub-affiliates
- Next: Once satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.

Example values (illustrative, not read from the screenshot):

- Email templates for affiliate onboarding: priya.raman@northgatedental.com

Full procedure:

1. Email templates for affiliate onboarding
2. Cookie duration for tracking affiliate activity
3. Payout terms
4. Including setup fees in commission calculations
5. Enabling sub-affiliate signups
6. Auto-enrolling new customers as sub-affiliates

![Step 11: Adjust Additional Settings (image 12 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033781719/original/c3uDUHW_bHs03toyL6-XULcgZcdDAZoe4w.jpeg)

**Step 11: Adjust Additional Settings (image 12 of 12)**

This screenshot appears in the "Step 11: Adjust Additional Settings" section of "How to create an Affiliate Campaign". The text alongside this image reads: Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission calculations Enabling sub-affiliate signups Auto-enrolling new customers as sub-affiliates. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Once satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.
- What this covers: Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission calculations Enabling sub-affiliate signups Auto-enrolling new customers as sub-affiliates
- Fields: Email templates for affiliate onboarding, Cookie duration for tracking affiliate activity, Payout terms, Including setup fees in commission calculations, Enabling sub-affiliate signups, Auto-enrolling new customers as sub-affiliates
- Next: Once satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.

Example values (illustrative, not read from the screenshot):

- Email templates for affiliate onboarding: priya.raman@northgatedental.com

Full procedure:

1. Email templates for affiliate onboarding
2. Cookie duration for tracking affiliate activity
3. Payout terms
4. Including setup fees in commission calculations
5. Enabling sub-affiliate signups
6. Auto-enrolling new customers as sub-affiliates

### **Step 12: Publish or Save as Draft**

Once satisfied with your campaign setup, you can choose to **Publish** it immediately or **Save as Draft** for further editing.

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**Congratulations!** Your affiliate campaign is now live and ready to drive results. With these intuitive tools, you’re equipped to grow your business and reward your affiliates for their contributions.

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## **⚠️ Changing the Source in an Existing Campaign**

You can now **edit the source** of an affiliate campaign even after it’s published — for example, if the funnel, course, or website it was linked to has been deleted or changed.

**Important:** When you change the source, the **affiliate referral URL will also change**.  
The **old URL will stop tracking**, and only the new one will work going forward.

**What You Should Do:**

-   After changing the source, **inform your affiliates** that their referral links have changed
    
-   Encourage them to **update any shared links** immediately to avoid missing out on commissions
    
-   Note: All other campaign settings and past performance data will remain unaffected
    

By making sure your affiliates are aware of this change, you can avoid confusion and unnecessary support tickets about links not working.

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## **What's Next:**

-   [How to Set Up Multi-Tier Commissions](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-multi-tier-commissions)
-   [How to track leads from an Affiliate Campaign](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-track-leads-from-an-affiliate-campaign)
-   [How to Set Up and Pay Affiliates for Generating Leads](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/how-to-set-up-and-pay-affiliates-for-generating-leads)
-   [FAQs for Affiliate Campaigns](https://docs.ghlcustomercare.com/docs/marketing/affiliate-campaigns/faqs-for-affiliate-campaigns)

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