Auto-Enroll Customers and Let Affiliates Recruit Sub-Affiliates

Besides assigning people by hand, you can grow a hierarchy automatically in two ways. Both require a campaign with at least two commission tiers.

Auto-Enroll Referred Customers

Turn buyers into network members after they purchase through an affiliate.

1. Open the campaign and go to Additional Settings.
2. Switch on Auto Enroll New Customers as Sub-Affiliates.
3. Save the campaign.

When a customer completes a successful referred sale, they are placed beneath the referring affiliate. Leads and form submissions alone do not trigger enrollment; a completed sale does.

Let Affiliates Recruit Their Own Team

1. Make sure the form you plan to use contains First Name, Last Name and Email. Without them the sign-up page shows an error.
2. Open the campaign's Additional Settings.
3. Enable the Sub-Affiliate Sign-Up Page and choose the form.
4. Save.

The affiliate finds their recruitment URL in the Affiliate Portal and shares it. When a recruit completes the form, they become a sub-affiliate and appear in the hierarchy. Affiliates can also see their existing sub-affiliates in the portal.

Campaign Settings Versus Global Settings

• Campaign settings affect only the campaign you are editing.
• Global settings set the defaults for campaigns you create in the future.
• Changing a global setting does not update campaigns that already exist.

Troubleshooting

If the sign-up link gives an error, reopen the form and confirm all three required fields are present.

Good to know: Decide on your global defaults first so each new campaign starts with the right enrollment behavior.