Managing individual affiliates
In Mantle, you have the capability to manage your affiliates with ease. Simply click on an affiliate’s name to view detailed information, including their referrals, commissions, and other pertinent data.
This feature provides a comprehensive and accessible overview, ensuring you have all the insights you need at your fingertips for effective affiliate management.
Individual affiliate program settings
To adjust where an affiliate fits within a group or to customize their earnings settings, simply navigate to the chosen affiliate’s profile.
Once there, locate the Programs section within the settings on the right-hand side and click on the relevant program:
Manual association of affiliates with customer referrals
While affiliates typically get associated with customer referrals automatically through their referral activities, there may be occasions where you need to make these associations manually.
In such cases, you can follow these steps to manually link affiliates with their respective customer referrals.
Navigate to Customers -> Select your customer:
Click Manage affiliates and select the affiliate you’d like to associate and the date they should be associated:
Tracking affiliate-sourced customers
Mantle makes it easy to identify which customers came through your affiliate programs. To view all affiliate-sourced customers, follow the steps below:
- Navigate to the Customers page
- Click on the Customer source filter
- Select Affiliate from the dropdown menu
- View your complete list of affiliate-acquired customers
This simple filtering helps you quickly identify your affiliate-acquired customers and create targeted segments to analyse their impact on key business metrics such as MRR, churn rate etc.
Missing referral claims
If an affiliate submits a claim for a missing referral, a notification banner will appear on your affiliate program dashboard.
To review the claims, click on the Review claims button:
From here you can examine your affiliates’ claims and decide whether to approve or deny them:
If you approve, you will be asked to select the customer you’re associating the referral with:
Once completed, Mantle will associate the relevant affiliate with that customer and automatically generate any applicable commissions.
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