Add Affiliates: Manually, by CSV, from Contacts or with Workflows

There are four ways to grow your affiliate list. Pick the one that matches where your future partners already are.

Add One Affiliate

1. Go to Marketing > Affiliate Manager and open the Affiliates page.
2. Click Add and choose New Affiliate.
3. Enter their details and assign them to a campaign.
4. Click Save.

Upload a Spreadsheet

1. On the Affiliates page click Add, then Upload Affiliate.
2. Download the sample CSV and fill it in with your affiliates.
3. Upload the finished file and click Save. Everyone is added in one go.

Convert Existing Contacts

1. Click Add, then Import from Contacts.
2. Select the contacts who should become affiliates.
3. Click Import.

This is ideal when your best promoters are already customers in Vendi Today.

Automate It with Workflows

Workflows can add and manage affiliates without any clicking. Available actions:

• Add to Affiliate Manager: Adds a contact as an active affiliate.
• Update Affiliate: Marks an affiliate as active or inactive.
• Add to Affiliate Campaign: Places an affiliate in a chosen campaign.
• Remove from Affiliate Campaign: Takes them out of a campaign.

For example, a form submission on your "Become a partner" page could trigger a workflow that creates the affiliate, enrolls them in your main campaign and sends a welcome email.

After They Join

New affiliates in a live campaign receive an invitation to the Affiliate Portal if the invite email setting is on.

Good to know: Bulk additions work best with clean, unique email addresses, which also prevents duplicate contact records.