Switching or Manually Adding an Affiliate to a Subscription or Transaction.

Vendors have the ability to manually switch or assign affiliates for both subscriptions or transactions if needed.

Subscription Level:

If you want to associate an affiliate to a customer subscription to be credited for transactions related to the subscription go to the subscription section and locate the customer in question.

  • Click on the affiliate icon for the subscription

  • A pop-up will appear to allow you to either change or add the new affiliate.
  • You also have the option to change the commission rate if needed for the subscription.
  • You also have the option to override any pending transaction commissions to associate them to the new affiliate.
  • Once you have made your changes, click update.

Transaction Level:

If you want to only associate an affiliate with a specific transaction you can do so by going to the transaction section.

NOTE: As long as the existing affiliate didn't already receive a commission payment, you are able to change who the affiliate is.

 

  • A pop-up will appear to allow you to either change or add the new affiliate.
  • You also have the option to change the commission rate if needed for the transaction.
  • Once you have made your changes, click update.

 

Note:  If there is a Subscription linked to that transaction, and you would like to associate the affiliate with the customer subscription, please change the affiliate related to the subscription as well.

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