Click on "Marketing"
Select the "Affiliate Manager" option
Choose the "Affiliate" option
Click on the Add button.
Select the option to upload a file.
To upload your affiliate file, either click on "Upload Affiliate" or drag and drop your file onto this page.
A pop-up window will appear. Ensure your file is in CSV format and includes columns for First Name, Last Name, and Email before uploading. Please note that the maximum file size for uploads is 50mb.
After uploading your file, simply click on the "Next" button to proceed to the following step.
On this page, you will see the matching fields between your uploaded file and the corresponding columns in the affiliate table. If there is a green tick next to a field, it means there's a match. However, if there is a red sign next to a field, it means there is no match.
Here, you will find a list of all the column headers from your uploaded file. This will help you identify which fields have matched and which have not.
This column displays the affiliate's information for each field from your uploaded file.
On this page, you can view the approved fields in the affiliate table that match the corresponding fields in your uploaded file.
Select the fields corresponding to the information on your file that were not assign automatically.
Move to the next step by clicking on Next.
When uploading a file, you will be prompted to provide a name for the file. You may choose to use the default filename, which includes the date and time of upload (15_NOV_2022_9_16_AM), or enter a preferred custom name.
Add it to both new and existing affiliate records.
Add it as a new affiliate record.
Just update the existing record with the new information.
This is the option of how you will find your existing contacts based on the option you select. In this case it will be for email.
You have the option to update any empty fields for existing records or skip them when uploading your file.
Finalize the process by clicking on Submit.
