Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…
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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.
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)What this shows Navigate to the Campaign page and click the "+ Add" button to initiate the creation of your campaign.What this showsIllustrates the "Step 1: Start by Clicking the "Add" Button" section of "How to create an Affiliate Campaign".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.Image 1 of 12Where to goNavigate to the Campaign page and click the "+ Add" button to initiate the creation of your campaign.
Buttons and menus referencedCampaign
Next stepSelect 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)What this shows You can also choose the landing page where potential customers will land.What this showsIllustrates the "Step 3: Configure Source Details" section of "How to create an Affiliate Campaign".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….Image 2 of 12What to chooseYou 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.
Buttons and menus referencedLearn more here.
Next stepPlease 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 pageStep 3: Configure Source Details (image 3 of 12)What this shows You can also choose the landing page where potential customers will land.What this showsIllustrates the "Step 3: Configure Source Details" section of "How to create an Affiliate Campaign".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….Image 3 of 12What to chooseYou 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.
Buttons and menus referencedLearn more here.
Next stepPlease 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.
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)What this shows Review the products associated with your selected source.What this showsIllustrates the "Step 4: Review Your Product List" section of "How to create an Affiliate Campaign".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.Image 4 of 12What this coversReview the products associated with your selected source. Add or remove products to ensure that only commission-eligible items are listed.Next stepEstablish 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)What this shows Establish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.What this showsIllustrates the "Step 5: Set Default Commission" section of "How to create an Affiliate Campaign".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.Image 5 of 12What this coversEstablish a default commission for your campaign, choosing either a flat fee or a percentage of the product price.Next stepOptionally, set specific commissions at the product level to tailor payouts based on individual product prices.
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)What this shows Optionally, set specific commissions at the product level to tailor payouts based on individual product prices.What this showsIllustrates the "Step 6: Customize Product-Level Commissions (Optional)" section of "How to create an Affiliate Campaign".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.Image 6 of 12What this coversOptionally, set specific commissions at the product level to tailor payouts based on individual product prices.Next stepAccess 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.
Step 7: Enable Multi-Tier Commissions (image 7 of 12)What this shows Access the Advanced Commissions settings to enable multi-tier commissions.What this showsIllustrates the "Step 7: Enable Multi-Tier Commissions" section of "How to create an Affiliate Campaign".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.Image 7 of 12What this coversAccess the Advanced Commissions settings to enable multi-tier commissions. You can support up to 7 tiers for more intricate commission structures. Learn more here.
Buttons and menus referencedAdvanced Commissions
Next stepAssign 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)What this shows Assign commissions to each tier by either applying the default rate or customizing them for each level based on performance.What this showsIllustrates the "Step 8: Configure Tier-Specific Commissions" section of "How to create an Affiliate Campaign".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.Image 8 of 12What this coversAssign commissions to each tier by either applying the default rate or customizing them for each level based on performance.Next stepAdd 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)What this shows Add a campaign description that outlines its purpose to make it more attractive to potential affiliates.What this showsIllustrates the "Step 9: Add a Campaign Description (Optional)" section of "How to create an Affiliate Campaign".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.Image 9 of 12What this coversAdd a campaign description that outlines its purpose to make it more attractive to potential affiliates.Next stepReview 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)What this shows Review affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.What this showsIllustrates the "Step 10: Assign Affiliates Directly" section of "How to create an Affiliate Campaign".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.Image 10 of 12What this coversReview affiliate details, such as their join date and total affiliate count, before directly assigning them to your campaign.Next stepTailor 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)What this shows Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission…What this showsIllustrates the "Step 11: Adjust Additional Settings" section of "How to create an Affiliate Campaign".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.Image 11 of 12What this coversEmail 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 in this part of the guideEmail templates for affiliate onboardingCookie duration for tracking affiliate activityPayout termsIncluding setup fees in commission calculationsEnabling sub-affiliate signupsAuto-enrolling new customers as sub-affiliates
Next stepOnce satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.
Example values
Email templates for affiliate onboarding
priya.raman@northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 6 steps in this procedure
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 12 of 12)What this shows Email templates for affiliate onboarding Cookie duration for tracking affiliate activity Payout terms Including setup fees in commission…What this showsIllustrates the "Step 11: Adjust Additional Settings" section of "How to create an Affiliate Campaign".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.Image 12 of 12What this coversEmail 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 in this part of the guideEmail templates for affiliate onboardingCookie duration for tracking affiliate activityPayout termsIncluding setup fees in commission calculationsEnabling sub-affiliate signupsAuto-enrolling new customers as sub-affiliates
Next stepOnce satisfied with your campaign setup, you can choose to Publish it immediately or Save as Draft for further editing.
Example values
Email templates for affiliate onboarding
priya.raman@northgatedental.com
Illustrative values showing the expected format. They are not read from the screenshot.
All 6 steps in this procedure
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 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.
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.
⚠️ 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.
