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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?
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)What this shows From the left sidebar, go to Marketing and click on the Affiliate Manager dropdown in the top navigation.What this showsIllustrates the "Access Affiliate Campaigns" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 1 of 7Where to goFrom 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 stepClick 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)What this shows Click the + Add button in the top-right corner to create a new affiliate campaign.What this showsIllustrates the "Create or Locate a Campaign" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 2 of 7What to clickClick 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 stepIf 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)What this shows If you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign.What this showsIllustrates the "Fill Campaign Details (For New Campaigns)" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 3 of 7What this coversIf you’re creating a new campaign, complete the Campaign details step by selecting a traffic source and linking the campaign.Next stepIn 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)What this shows In the Commissions step, expand the Level Up to another Campaign section to customize how and when affiliates are promoted to a…What this showsIllustrates the "Enable Level-Up Option" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 4 of 7What this coversIn 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 stepUse 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)What this shows Use the dropdown to choose the campaign affiliates will be leveled up to.What this showsIllustrates the "Select Destination Campaign" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 5 of 7What to chooseUse 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 stepDefine 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)What this shows Define the condition for leveling up by choosing either Customers or Revenue and entering the corresponding number or amount.What this showsIllustrates the "Set Promotion Criteria" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 6 of 7What this coversDefine 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 stepDecide 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)What this shows Decide how to handle commissions from existing customers—either keep them in the original campaign or move them along with the affiliate.What this showsIllustrates the "Choose Customer Handling" section of "How to Automatically Level Up Affiliates Based on Performance".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.Image 7 of 7What this coversDecide 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 stepReview 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.
