Credit an Affiliate Manually for Sales and Leads

Not every referral comes through a tracked link. Phone orders, events and word-of-mouth recommendations can still be credited by hand.

Attribute an Existing Transaction

1. Open the affiliate's profile and go to the Commissions tab.
2. Click Add Sales Manually and choose Import Existing Transaction.
3. Enter the customer's email and select the campaign.
4. Pick the transaction to attribute.
5. Confirm and submit.

Record a Sale That Has No Transaction

1. On the Commissions tab click Add Sales Manually.
2. If the customer is not already a lead, add them as a new one.
3. Enter the revenue amount. The commission is calculated for you using the campaign's default rate. For example, $100 at 20% gives the affiliate $20.
4. Optionally add the date and a reference number.
5. Submit and save.

Automate It

Use the Add Manual Sales For An Affiliate workflow action to record recurring or batch sales without clicking (see the workflow article).

Assign an Existing Contact as a Lead

This links a contact to an affiliate but does not create a sale or commission.

1. Open the affiliate's profile and select the Leads tab.
2. Click + Add Lead and choose Import from Contacts.
3. Select the campaign and the contact, then complete the import.

If a campaign is missing from the manual sale form, confirm the affiliate actually belongs to it.

Good to know: Importing a contact as a lead and adding a manual sale are different actions; use the second whenever money should be credited.