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How to add Manual Sales

Manual Sale Attribution empowers admins to credit affiliates for sales, even when affiliate links weren’t used or the sales occurred offline. This…

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On this page
  1. What is Manual Sale Attribution?
  2. Key Use Cases:
  3. How to Attribute Manual Sales to Affiliates
  4. 1. Using Existing Transactions
  5. 2. When No Transaction Exists (Offline Sales or External Processes)
  6. 3. Through Workflows and Automations
  7. Benefits of Manual Sale Attribution
  8. What's Next:
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Manual Sale Attribution empowers admins to credit affiliates for sales, even when affiliate links weren’t used or the sales occurred offline. This feature is invaluable for attributing sales manually in scenarios such as offline transactions, missed affiliate links, or special campaigns.

TABLE OF CONTENTS

What is Manual Sale Attribution?

This feature allows admins to assign sales manually to affiliates, giving them full control over sales attribution, whether the sale was made offline, the affiliate link wasn’t used, or the sale needs to be manually tracked. It provides flexibility in attributing sales, making sure affiliates are rewarded for all sales they influence.

Key Use Cases:

  1. Offline Sales: Affiliates promoting products through events, conferences, or offline marketing campaigns.
  2. Untracked Sales: Sales where the affiliate link was not used, but the customer was referred by an affiliate.
  3. Customer Referrals: Sales made via word-of-mouth recommendations, without the affiliate link being clicked.

How to Attribute Manual Sales to Affiliates

There are three primary ways to manually attribute sales and commissions to affiliates:

1. Using Existing Transactions

If a transaction already exists in the system, you can manually link it to an affiliate:

  • Step 1: Access the Affiliate Manager.
  • Step 2: Select the affiliate profile and go to the Commissions tab.
  • Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
    Step 3 of 6: Step 3: Click "Add Sales Manually" and choose "Import Existing… What this shows Step 3 of 6: Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction." What this shows Shows what to choose for step 3 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". This screenshot accompanies step 3 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 3: Click "Add Sales Manually" and choose "Import Existing Transaction.". The next step is to step 4: Enter the customer’s email and select the campaign. Step 3 of 6Image 1 of 8 What to chooseStep 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
    Buttons and menus referenced Step 3Step 1Step 2Step 4Step 5Step 6
    Next stepStep 4: Enter the customer’s email and select the campaign.
    All 6 steps in this procedure
    1. Step 1: Access the Affiliate Manager.
    2. Step 2: Select the affiliate profile and go to the Commissions tab.
    3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction." this image
    4. Step 4: Enter the customer’s email and select the campaign.
    5. Step 5: Review and select the transaction to attribute.
    6. Step 6: Confirm and submit.
  • Step 4: Enter the customer’s email and select the campaign.
    Step 4 of 6: Step 4: Enter the customer’s email and select the campaign What this shows Step 4 of 6: Step 4: Enter the customer’s email and select the campaign. What this shows Shows what to fill in for step 4 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". This screenshot accompanies step 4 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 4: Enter the customer’s email and select the campaign. The next step is to step 5: Review and select the transaction to attribute. Step 4 of 6Image 2 of 8 What to fill inStep 4: Enter the customer’s email and select the campaign.
    Buttons and menus referenced Step 4Step 1Step 2Step 3Step 5Step 6
    Next stepStep 5: Review and select the transaction to attribute.
    All 6 steps in this procedure
    1. Step 1: Access the Affiliate Manager.
    2. Step 2: Select the affiliate profile and go to the Commissions tab.
    3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
    4. Step 4: Enter the customer’s email and select the campaign. this image
    5. Step 5: Review and select the transaction to attribute.
    6. Step 6: Confirm and submit.
  • Step 5: Review and select the transaction to attribute.
    Step 5 of 6: Step 5: Review and select the transaction to attribute What this shows Step 5 of 6: Step 5: Review and select the transaction to attribute. What this shows Shows what to choose for step 5 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". This screenshot accompanies step 5 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 5: Review and select the transaction to attribute. The next step is to step 6: Confirm and submit. Step 5 of 6Image 3 of 8 What to chooseStep 5: Review and select the transaction to attribute.
    Buttons and menus referenced Step 5Step 1Step 2Step 3Step 4Step 6
    Next stepStep 6: Confirm and submit.
    All 6 steps in this procedure
    1. Step 1: Access the Affiliate Manager.
    2. Step 2: Select the affiliate profile and go to the Commissions tab.
    3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
    4. Step 4: Enter the customer’s email and select the campaign.
    5. Step 5: Review and select the transaction to attribute. this image
    6. Step 6: Confirm and submit.
  • Step 6: Confirm and submit.

2. When No Transaction Exists (Offline Sales or External Processes)

In cases where no transaction is recorded (like a physical sale):

  • Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
  • Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
    Step 2 of 6: Step 2: Scroll to the Commissions tab and click "Add Sales Manually." What this shows Step 2 of 6: Step 2: Scroll to the Commissions tab and click "Add Sales Manually." What this shows Shows what to click for step 2 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". This screenshot accompanies step 2 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 2: Scroll to the Commissions tab and click "Add Sales Manually.". The next step is to step 3: If the lead or customer doesn’t exist, add them as a new lead. Step 2 of 6Image 4 of 8 What to clickStep 2: Scroll to the Commissions tab and click "Add Sales Manually."
    Buttons and menus referenced Step 2Step 1Step 3Step 4Step 5Step 6
    Next stepStep 3: If the lead or customer doesn’t exist, add them as a new lead.
    All 6 steps in this procedure
    1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
    2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually." this image
    3. Step 3: If the lead or customer doesn’t exist, add them as a new lead.
    4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    5. Step 5: Optionally, add the transaction date and reference number.
    6. Step 6: Submit and save.
  • Step 3: If the lead or customer doesn’t exist, add them as a new lead.
    Step 3 of 6: Step 3: If the lead or customer doesn’t exist, add them as a new lead What this shows Step 3 of 6: Step 3: If the lead or customer doesn’t exist, add them as a new lead. What this shows Shows what this covers for step 3 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". This screenshot accompanies step 3 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 3: If the lead or customer doesn’t exist, add them as a new lead. The next step is to step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings. Step 3 of 6Image 5 of 8 What this coversStep 3: If the lead or customer doesn’t exist, add them as a new lead.
    Buttons and menus referenced Step 3Step 1Step 2Step 4Step 5Step 6
    Next stepStep 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    All 6 steps in this procedure
    1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
    2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
    3. Step 3: If the lead or customer doesn’t exist, add them as a new lead. this image
    4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    5. Step 5: Optionally, add the transaction date and reference number.
    6. Step 6: Submit and save.
  • Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    Step 4 of 6: Step 4: Enter the transaction amount, commission will be calculated… What this shows Step 4 of 6: Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings. What this shows Shows what to fill in for step 4 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". This screenshot accompanies step 4 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings. The next step is to step 5: Optionally, add the transaction date and reference number. Step 4 of 6Image 6 of 8 What to fill inStep 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    Buttons and menus referenced Step 4Step 1Step 2Step 3Step 5Step 6
    Next stepStep 5: Optionally, add the transaction date and reference number.
    All 6 steps in this procedure
    1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
    2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
    3. Step 3: If the lead or customer doesn’t exist, add them as a new lead.
    4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings. this image
    5. Step 5: Optionally, add the transaction date and reference number.
    6. Step 6: Submit and save.
  • Step 5: Optionally, add the transaction date and reference number.
  • Step 6: Submit and save.
Please Note:
When attributing a manual sale, you are only required to enter the revenue amount of the sale. The commission will be automatically calculated based on the default commission rate set for the selected affiliate campaign.
Example:
Let’s say you enter a manual sale with a revenue amount of $100, and the default commission rate for the affiliate’s campaign is 20%. In this case, the affiliate will automatically receive a commission of $20 (20% of $100) for that sale.
The system handles the commission calculation for you, ensuring that affiliates are paid according to the agreed-upon rate in their campaign.

3. Through Workflows and Automations

For recurring or batch processes, use automations:

  • Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows.
    Step 1 of 4: Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows What this shows Step 1 of 4: Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows. What this shows Shows what this covers for step 1 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". This screenshot accompanies step 1 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". At this point in the walkthrough you step 1: Add the "Add Manual Sales For An Affiliate" action in workflows. The next step is to step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction). Step 1 of 4Image 7 of 8 What this coversStep 1: Add the "Add Manual Sales For An Affiliate" action in workflows.
    Buttons and menus referenced Step 1Step 2Step 3Step 4
    Next stepStep 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
    All 4 steps in this procedure
    1. Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows. this image
    2. Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
    3. Step 3: Select the affiliate campaign and enter the revenue details.
    4. Step 4: Save the workflow to automate manual sales attribution.
  • Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
    Step 2 of 4: Step 2: Choose whether to use first or latest attribution (automatic… What this shows Step 2 of 4: Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction). What this shows Shows what to choose for step 2 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". This screenshot accompanies step 2 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". At this point in the walkthrough you step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction). The next step is to step 3: Select the affiliate campaign and enter the revenue details. Step 2 of 4Image 8 of 8 What to chooseStep 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
    Buttons and menus referenced Step 2Step 1Step 3Step 4
    Next stepStep 3: Select the affiliate campaign and enter the revenue details.
    All 4 steps in this procedure
    1. Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows.
    2. Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction). this image
    3. Step 3: Select the affiliate campaign and enter the revenue details.
    4. Step 4: Save the workflow to automate manual sales attribution.
  • Step 3: Select the affiliate campaign and enter the revenue details.
  • Step 4: Save the workflow to automate manual sales attribution.

Benefits of Manual Sale Attribution

  • Flexibility: Manually attribute sales from offline sources or non-traditional platforms.
  • Accuracy: Ensure all affiliate-driven sales are properly tracked and credited.
  • Custom Tracking: Attribute sales to affiliates even if no standard tracking mechanisms (like links) were used.

What's Next:

Frequently asked questions

What is Manual Sale Attribution?
This feature allows admins to assign sales manually to affiliates, giving them full control over sales attribution, whether the sale was made offline, the affiliate link wasn’t used, or the sale needs to be manually tracked. It provides flexibility in attributing sales, making sure affiliates are rewarded for all sales they influence.

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