Managing Affiliates with Quick Campaign Actions

Modified on Wed, 2 Jul at 7:57 PM

Managing affiliate participation across multiple campaigns can be time-consuming, especially when dealing with large affiliate lists. The Quick Campaign Actions feature is designed to simplify this process by allowing you to add or remove affiliates from campaigns directly from the Affiliate List Page. This streamlined approach reduces manual effort and enhances your ability to make real-time adjustments to campaign participation.


Adding an Affiliate to a Campaign


To quickly assign an affiliate to a campaign, follow these steps:

Navigate to the Affiliate Manager, then open the Affiliate List Page.


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Locate the desired affiliate and click the three-dot menu next to their name. Next, select Campaign Actions > Add to Campaign from the dropdown menu.


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In the pop-up window, choose the campaign you want to assign the affiliate to, then click “Add Affiliate” to apply the changes.


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Removing an Affiliate from a Campaign


To remove an affiliate from a campaign, use the following steps:

On the Affiliate List Page, click the three-dot menu next to the affiliate’s name. Select Campaign Actions, and then Remove from Campaign from the dropdown options.


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Choose the campaign from which you wish to remove the affiliate, then click “Remove Affiliate” to finalize the removal.


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The Quick Campaign Actions feature offers a fast, intuitive way to manage affiliate participation across campaigns without navigating through multiple menus. Whether you're onboarding new affiliates or updating campaign rosters, these actions help you stay agile and efficient in your campaign management efforts.

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