# How to Automatically Level Up Affiliates Based on Performance > Automatically promote affiliates to a higher-tier campaign when they reach specific goals - Source: https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-automatically-level-up-affiliates-based-on-performance - Section: Marketing / Managing Affiliates - Reading time: 3 min - Images: 7, each explained below --- This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in GHL Customer Care. You’ll learn what the Affiliate Level-Up feature does, why it’s useful, and how to configure it step by step. By the end, you’ll be able to build a performance-based affiliate structure with minimal manual effort. --- **TABLE OF CONTENTS** - What is the Sub Account Affiliate Manager Level-Up Feature? - [Key Benefits of the Sub Account Affiliate Manager Level-Up Feature](#key-benefits-of-the-sub-account-affiliate-manager-level-up-feature) - [How To Setup Automatic Affiliate Level-Up](#how-to-setup-automatic-affiliate-level-up) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What is the Affiliate Manager Level-Up Feature?** The Sub Account Affiliate Manager Level-Up feature in GHL Customer Care enables you to automate the process of promoting affiliates to higher-tier campaigns based on their performance. By setting clear milestones—such as reaching a certain number of customers or generating a specific revenue amount—you can reward top-performing affiliates without manual tracking or intervention. This feature is designed to streamline affiliate management and foster motivation among your partners. --- # **Key Benefits of the Sub Account Affiliate Manager Level-Up Feature** Unlocking automated affiliate promotions offers several advantages for your business and your affiliates: - **Automated Tier Progression:** Affiliates are automatically moved to higher-tier campaigns when they hit set goals, reducing manual effort. - **Customizable Milestones:** Set performance-based triggers such as customer count or revenue generated. - **Flexible Campaign Selection:** Choose which campaign affiliates are promoted to, supporting diverse program structures. - **Seamless Customer Handling:** Decide whether existing customers remain in the current campaign or move with the affiliate. - **Enhanced Motivation:** Affiliates are incentivized to reach higher goals, boosting engagement and performance. - **Supports Multiple Campaign Types:** Level up between Website, Store, and Funnel campaigns for maximum flexibility. --- # **How To Setup Automatic Affiliate Level-Up** Setting up automatic affiliate promotions ensures your program remains fair and motivating. Follow these steps to configure the feature: ### **Access Affiliate Campaigns** From the left sidebar, go to Marketing and click on the Affiliate Manager dropdown in the top navigation. Then select Campaign from the list to open your affiliate campaigns dashboard. ![Access Affiliate Campaigns (image 1 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089800/original/phMlZxO7wD3gMaBBmI2TNoMU78cv4xXLoQ.png) **Access Affiliate Campaigns (image 1 of 7)** This screenshot appears in the "Access Affiliate Campaigns" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: From the left sidebar, go to Marketing and click on the Affiliate Manager dropdown in the top navigation. Then select Campaign from the list to open your affiliate campaigns dashboard. Immediately after, the guide continues: Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list. - Where to go: From the left sidebar, go to Marketing and click on the Affiliate Manager dropdown in the top navigation. Then select Campaign from the list to open your affiliate campaigns dashboard. - Next: Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list. ### **Create or Locate a Campaign** Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list. ![Create or Locate a Campaign (image 2 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089812/original/32ADABMDqMMaUGPK4LxNW7AGplsmf2GgjQ.png) **Create or Locate a Campaign (image 2 of 7)** This screenshot appears in the "Create or Locate a Campaign" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list. Immediately after, the guide continues: If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign. - What to click: Click the + Add button in the top-right corner to create a new affiliate campaign. If you’re updating an existing campaign, use the Search by Name bar to quickly locate it from the list. - Next: If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign. ### **Fill Campaign Details (For New Campaigns)** If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign. ![Fill Campaign Details (For New Campaigns) (image 3 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089818/original/mq1iuNr-NEo-tEcDrRAzlvIaeT_sfYN-Lg.png) **Fill Campaign Details (For New Campaigns) (image 3 of 7)** This screenshot appears in the "Fill Campaign Details (For New Campaigns)" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign. Immediately after, the guide continues: In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones. - What this covers: If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign. - Next: In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones. ### **Enable Level-Up Option** In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones. ![Enable Level-Up Option (image 4 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089857/original/73rd86RGDZhEZr4qfna2tlEZSTUPwWx9rg.png) **Enable Level-Up Option (image 4 of 7)** This screenshot appears in the "Enable Level-Up Option" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones. Immediately after, the guide continues: Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define. - What this covers: In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a higher-tier campaign based on performance milestones. - Next: Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define. ### **Select Destination Campaign** Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define. ![Select Destination Campaign (image 5 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089875/original/AQdnGzYQdan_uyM8QDHn9RYT8TuGYzCyYQ.png) **Select Destination Campaign (image 5 of 7)** This screenshot appears in the "Select Destination Campaign" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define. Immediately after, the guide continues: Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign. - What to choose: Use the dropdown to choose the campaign affiliates will be leveled up to. This is where high-performing affiliates will be automatically moved once they meet the criteria you define. - Next: Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign. ### **Set Promotion Criteria** Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign. ![Set Promotion Criteria (image 6 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089886/original/VhOk7H8y2tACKurKKYSA5_tXW71_PLN0bg.png) **Set Promotion Criteria (image 6 of 7)** This screenshot appears in the "Set Promotion Criteria" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign. Immediately after, the guide continues: Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked. - What this covers: Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount. This determines when affiliates qualify for promotion to the next campaign. - Next: Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked. ### **Choose Customer Handling** Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked. ![Choose Customer Handling (image 7 of 7)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155049089906/original/o0I03QY4i_r2u5Mq0zgYKmlt7uGfYvWOjA.png) **Choose Customer Handling (image 7 of 7)** This screenshot appears in the "Choose Customer Handling" section of "How to Automatically Level Up Affiliates Based on Performance". The text alongside this image reads: Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked. Immediately after, the guide continues: Review all the campaign settings including commission structure, level-up logic, and customer handling rules. Once everything looks good, click Next and publish the campaign to activate your performance-based affiliate flow. - What this covers: Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate. Your selection determines where future commissions will be tracked. - Next: Review all the campaign settings including commission structure, level-up logic, and customer handling rules. Once everything looks good, click Next and publish the campaign to activate your performance-based affiliate flow. ### **Complete and Publish** Review all the campaign settings including commission structure, level-up logic, and customer handling rules. Once everything looks good, click **Next** and publish the campaign to activate your performance-based affiliate flow. --- # **Frequently Asked Questions** **Q: Is it possible to pause level-up automation temporarily?** There’s no native “pause” button, but you can temporarily disable level-up by switching the selected campaign in the dropdown back to “No level up campaign.” Be sure to reconfigure it manually if resuming later. **Q: Can affiliates be leveled up across campaigns in different sub-accounts?** No, the level-up process is scoped within a single sub-account. If you manage multiple sub-accounts, you’ll need to manually replicate the affiliate and campaign configuration across each account and manage transitions manually. **Q: What happens if a product is removed from the source campaign after affiliates have already been leveled up?** Removing a product from the original campaign won’t impact already leveled-up affiliates, but it will stop future tracking of commissions for that product in the original campaign. If the product also exists in the destination campaign, future purchases will be tracked there based on the level-up rule and customer handling option you chose. **Q: Can I use tags, contact attributes, or affiliate-specific filters to control who qualifies for a level-up?** Currently, level-up is only triggered by quantitative performance (Customers or Revenue). Filters based on tags, attributes, or manual qualification logic are not supported, but you can use workflows to assign tags post-level-up as part of a broader automation strategy. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com