In this article
What is the Client Portal? How can Affiliates Access the Client Portal? What can my affiliates see in the MyPortal? Q: Where can my affiliate view their performance statistics? Q: How can affiliates view their payment information? Q: What if the affiliate is part of an inactive campaign? Q: Can affiliates see the reasons why customers canceled? Q: How often are the affiliate stats updated? What is the Client Portal? How to set up the Client Portal?The Client Portal is a dedicated platform to enhance your affiliates' interaction with your business. This secure, user-friendly interface provides affiliates access to critical information like tracking leads, commissions, payouts, and customer data tied to their affiliate links. It fosters smooth communication and streamlined operations between your organization and its affiliates.
Covered in this Article:
What is the Client Portal?
Usage Cases for Affiliate Manager data visibility on the Client Portal:
How can Affiliates Access the Client Portal?
Adding Affiliate to Campaign:
Affiliate Sign-Up:
Affiliate Login:
Accessing the Affiliate Dashboard:
What can my affiliates see in the MyPortal?
Dashboard Screen:
Leads/Customers Screen:
Commission Screen:
Quick Pointers:
FAQs
Q: Where can my affiliate view their performance statistics?
Q: How can affiliates view their payment information?
Q: Can my affiliates see the details of the leads and customers who have signed up through their links?
Q: What if the affiliate is part of an inactive campaign?
Q: Can affiliates see the reasons why customers canceled?
Q: How often are the affiliate stats updated?
What is the Client Portal?
Client Portal is a centralized platform enabling clients to interact with your business across multiple domains. Logging into the portal allows clients to view and manage their affiliate commissions, join community groups, and access their membership courses. This one-stop access point enhances customer service and promotes client retention by facilitating easy communication and self-service.
Please review these articles for more details on the Client Portal:
How to set up the Client Portal?
How can my customers use the Client Portal?
Usage Cases for Affiliate Manager data visibility on the Client Portal:
Tracking Campaign Success:The dashboard on the Client Portal shows the count of leads, customers, and canceled customers who have signed up through an affiliate's links. This information can help your affiliates assess the success of their marketing efforts. They can identify which campaigns are working best and where to improve.
Viewing Payment Information: By accessing the Commission screen, affiliates can view their earned commissions, the amount owed to them, and the total revenue they have generated for your business. This transparency can encourage trust and motivate them to improve their performance further.
Identifying Effective Channels:By analyzing the leads and customers who have signed up through their links (accessible on the Leads/Customers screen), affiliates can identify which channels or platforms bring in the most sign-ups. They can then focus their efforts on these channels to maximize conversions.
Planning Future Campaigns: All the statistics in the Client Portal can inform future marketing campaigns. Affiliates can identify successful strategies from their stats and replicate these in future campaigns.
Evaluating the Impact of Inactive Campaigns:Affiliates who are part of inactive campaigns can still view their stats, even if they can't use their affiliate links. They could use these statistics to evaluate the potential impact of these campaigns if they were to become active again.
Analyzing Customer Behavior Post-Sign-Up:With information on canceled customers, affiliates can understand the reasons behind customer drop-offs and strategize ways to minimize them.
Improving Communication with the Business:Regularly checking their stats allows affiliates to have informed discussions with your team about their performance, issues, or suggestions for the affiliate program.
Please note: The information in the Client Portal can only be as accurate as the input data. Ensure all relevant data for your affiliates is correctly and promptly entered and updated.
How can Affiliates Access the Client Portal?
Adding Affiliate to Campaign:
As an account owner, navigate to the Affiliate Manager and add your affiliate to an active campaign. Once added