Affiliate Center - How Your Affiliates Register and Log in to Affiliate Area

Modified on Wed, 18 Sep at 12:25 PM

The Affiliate Center app in ClickFunnels allows you to create a powerful affiliate program, enabling affiliates to promote your products and services in exchange for commissions. A seamless registration and login process for affiliates is crucial to ensure they can easily access their dashboard, find promotional materials, and start generating sales. In this article, you will learn how to set up the registration process for your affiliates, manage new registrations, and provide them with the necessary information to log in and start promoting.

Requirements
How Your Affiliates Will Register
How to Manually Create an Affiliate
Viewing Newly Registered Affiliates
Default Commission Plan for Newly Registered Affiliates
How Affiliates Will Log In to Affiliate Dashboard
Additional Information

Requirements

An active ClickFunnels account
The “Affilicate Center” App is Added in the Workspace

How Your Affiliates Will Register

To allow your affiliates to register, you need to create a funnel with an opt-in form and a workflow that automatically registers them as affiliates. Here’s a breakdown of the steps involved:

Create a Funnel with a Registration Page

To begin, you need a funnel where affiliates can sign up. This funnel should contain at least two pages: an Affiliate Registration page and a Thank You page.

Affiliate signup funnel

Create a New Funnel: In your ClickFunnels dashboard, go to the Funnels menu and click on “Create Funnel.”
Choose the Affiliate Registration Template: Select a template that suits your affiliate registration process. Ensure it has an opt-in form that collects essential information such as name, email address, paypal email address with a custom input field. Optionally you can include a checkbox for affiliates to agree to the terms and conditions of your affiliate program.
Create a Thank You Page: After the registration page, add a Thank You page to inform affiliates that their registration is under review or provide further instructions.

To learn more about how to create a funnel visit our How to Create a New Funnel article.

Create a Workflow for Affiliate Registration

After setting up the registration page, you need to create a workflow that triggers the creation of an affiliate account once someone signs up.

Create a Workflow: In the ClickFunnels Automations app, select Workflows menu and create a new workflow.
Set Up a Trigger for the Workflow: Choose “Opt-in” as event type in the trigger step, so the workflow is activated when someone completes the registration form.
Insert “Create Affiliate” Step: After the workflow trigger step, insert “Create Affiliate.” This step will automatically register the user as an affiliate in your Affiliate Center after they submit their information.

Ensure Affiliate System Emails Are Enabled

System emails play a vital role in communicating with your affiliates during the registration and approval process.

System Emails for Affiliates

Navigate to System Emails: From ClickFunnels dashboard, go to your workspace settings and select System Emails.
Enable System Emails for Affiliates: Ensure that the “New Affiliate Welcome Email” and “Affiliate Approved Email” are enabled. These emails notify affiliates about their registration, approvals.

Learn more about affiliate center system emails in the Affiliate Center - Customizing System Emails article.

How to Manually Create an Affiliate

In some cases, you might want to manually add an affiliate to your Affiliate Center, allowing you to skip the standard affiliate registration process. This method is helpful when you need to add affiliates directly without them going through a registration form. Follow these steps to manually create an affiliate in your Affiliate Center:

Create a Contact in the Customers Menu:
- Navigate to Customers » Contacts from the ClickFunnels dashboard.
- Click on the Add Contact button to create a new contact.
- Fill in the required details like name, email address, and any other relevant information for the contact.
- Once the contact is created, it will appear in the list of contacts, ready to be used for creating an affiliate.
Create a New Affiliate in Affiliate Center App:
- From the ClickFunnels dashboard, go to the Affiliate Center app and click on the Affiliates tab.
- This will display a list of all the affiliates currently in your system.
- Click the Create Affiliate button located at the top right corner of the Affiliates page.
- In the New Affiliate window, enter a Name for the affiliate.
- Under Member (Contact), click the dropdown and select the contact you created earlier from the list.
- Once selected, click Create Affiliate to add the affiliate to your Affiliate Center.

Viewing Newly Registered Affiliates

Once affiliates register, you can manage and view them in the Affiliate Center:

View Affiliates

Access Newly Registered Affiliates: Go to the “Affiliate Center” app, click on “Affiliates,” and view the list of registered affiliates.
Payout Status and Approval Process: New affiliates will initially have a “Pending” payout status, indicating that their registration is under review. While their status is pending, affiliates can still log in to their affiliate area and promote campaigns, but payouts will only be processed after their registration is approved.

Default Commission Plan for Newly Registered Affiliates

When affiliates register, the system automatically applies a default commission plan. Here’s what you need to know:

Default Commission Plan

Default Commission Plan: Ensure that a default commission plan is set up in the Affiliate Center app. This plan will be visible to all new affiliates and will determine the commission they earn for promoting your products.

Learn more about commission plan in the Affiliate Center - Creating and Managing Commission Plans article.
Campaign Visibility: Affiliates will only see campaigns that include the default commission plan in their affiliate area. Make sure you have campaigns set up with appropriate commission plans.

Learn more about how to create and manage a campaign in the Affiliate Center - How to Create an Affiliate Campaign article.

How Affiliates Will Log In to Affiliate Dashboard

Affiliates need to log in to their affiliate dashboard to track their progress, view commissions, and access promotional materials. Here’s how they can do that:

System-Generated Login URL: When system emails are enabled, newly registered affiliates will receive a Welcome Email and an Approval Email after their registration is approved. These emails contain the login URL to the affiliate area. The URL is generated using the appropriate merge tag {{affiliates_dashboard_url}} in the email template, allowing affiliates to directly access their dashboard and start promoting products.
Alternative Login via Customer Center URL: You can also provide affiliates with the Customer Center URL. You can access to Site app and select Customer Center menu. Then copy the customer center URL. Once they visit the customer center page they can enter their email address and create a password. Afterwards they can access the “Affiliate Center” from there.

Encourage your affiliates to bookmark the login URL for quick access in the future. This will save them time and effort when logging in to the affiliate area.

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