Unlock the full potential of your affiliate program with our latest evergreen feature "Manual Sale Attribution"! Seamlessly attribute sales to affiliates, even in cases where affiliate links weren't used or for offline sales. Take control of your affiliate program's performance and reward your affiliates accurately!
Covered in this Article:
What is this feature?
Usage Cases:
How to use this feature?
FAQs
Is there a limit to the number of affiliates I can associate with a single sale when using the manual attribution feature?
Are manually attributed sales subject to the same validation and approval process as regular affiliate link-based sales?
Can I attribute a sale to an affiliate even if the customer's email address is not directly associated with their affiliate account?
Are any safeguards in place to prevent unauthorized users from manipulating manual sales attribution data?
Can I attribute sales from offline events or in-person interactions to affiliates using the manual attribution feature?
How do I handle cases where a customer makes multiple purchases, and I want to attribute each sale to different affiliates?
Is it possible to attribute a sale to multiple affiliates and split the commission between them?
Can I restrict certain users from using the manual attribution feature and reserve it for specific admin roles?
What is this feature?
This feature in the CRM is called "Manual Sale Attribution for Affiliates." It is a powerful addition to the affiliate management system within the CRM. This feature addresses specific pain points when customers' sales must be manually attributed to affiliates. Here are the critical aspects of the feature:
Attribution Control: The "Manual Sale Attribution" feature allows Sub account users full control over attributing sales to the respective affiliates. This is particularly useful in cases where sales were not initially linked to any affiliate.
Offline Sales: In scenarios where affiliates make offline sales, the feature enables admins to create invoices manually and attribute these sales to the appropriate affiliates. This ensures accurate tracking and proper credit for offline-generated revenue.
Unattributed Sales: Affiliates sometimes refer customers, but the affiliate link may not be used during purchase. In such situations, admins can manually add the leads and attribute the sales to the respective affiliates.
Flexibility and Record-Keeping: The feature enhances flexibility by allowing admins to associate transactions with affiliates manually. This is beneficial for bookkeeping purposes and maintaining accurate records of affiliate-generated sales.
The admin must access the Affiliate Manager within the CRM to use this feature. From there, they can navigate to the Affiliates screen, click on the three dots on the right side, and select "Add Manual Sales." They then enter the customer's email and the relevant campaign name and choose the transactions they want to attribute to the chosen affiliate.
By providing manual control over sale attribution, this feature empowers affiliate admins to manage their affiliate programs better and optimize performance.
Usage Cases:
Offline Events and Conferences: Imagine your company attends a massive industry conference where your affiliates actively promote your products or services, leading to numerous offline sales. With manual sales attribution, you can accurately credit each affiliate for the sales generated during the event, even if no online affiliate links were used.
Influencer Marketing Campaigns: You collaborate with social media influencers to promote your products. These influencers share customized affiliate links with their followers. However, some sales may still occur when followers visit your website without using the affiliate links. By manually attributing those sales, you ensure the influencers receive appropriate credit for their impact on the purchase decisions.
Customer Referrals: Loyal customers enthusiastically recommend y