Managing Affiliate Payouts & Highlights

In this guide, you will learn how to navigate and access various features in Topline. Follow the instructions below to make the most of our software.

Go to app.topline.com

1. Click "Marketing"

Click on "Marketing"

Click 'Marketing'

2. Click "Emails"

Navigate to "Email Marketing"

Click 'Emails'

3. Click "Affiliate Manager"

Select the "Affiliate Manager" option

Click 'Affiliate Manager'

4. Dashboard

Here you will have a complete view of your campaign's insights.

Dashboard

5. Revenue Generated

This displays the total revenue generated through the campaigns.

Revenue Generated

6. Owed

This shows the total amount owed to the affiliates.

Owed

7. Churned

This show the total of affiliates that stopped being part of a campaign.

Churned

8. Leads

This indicates the total number of leads generated.

Leads

9. Click "Affiliate"

On the drop down menu click on "Affiliate"

Click 'Affiliate'

10. Select Affiliate Name

If you click on an affiliate's name listed in the "Affiliate Name" column, it will direct you to their highlight page.

Select Affiliate Name

11. Affiliate Overview

This display all the information related to the affiliate activities.

Affiliate Overview

12. Revenue

This displays the total revenue generated by the affiliate through their campaigns.

Revenue

13. Owed

This shows the total amount owed to the affiliate.

Owed

14. Paid

Here, the affiliate can view the total amount paid to them.

Paid

15. Number of Leads

This indicates the total number of leads that the affiliate has generated.

Number of Leads

16. Number of Customers

This displays the number of customers who signed up the affiliate's unique ID.

Number of Customers

17. Number of Cancelled

This section shows the number of customers who cancelled their subscription afyer signing up under the affiliate.

Number of Cancelled

18. Affiliate Table

This table displays all the activities associated with each affiliate. Please note that activities will only be shown if the campaigns associated with the affiliate are currently live.

Affiliate Table

19. Customer Name

Displays the name of all customers assigned to the affiliate.

Customer Name

20. Email

This column displays the email of each customer.

Email

21. Campaign

Shows the campaign each customer came through.

Campaign

22. Status

Shows the status of the customer's subscription plan.

Status

23. Revenue

Displays the amount of revenue generated from each customer.

Revenue

24. Join Date

Displays the date that each customer joined the campaign.

Join Date

25. Click "Filters"

You can further filter your search by selecting the type of affiliate customer, whether it is a lead, customer, or churned customer.

Click 'Filters'

26. Click "Search by Customer"

You can quickly search for any of the affiliates customer names in the search bar provided.

Click 'Search by Customer'
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