Affiliate Hub
1. Affiliate Hub: Overview
The Affiliate Hub module serves as a centralized toolkit for tracking, organizing, and managing l...
2. Affiliate Hub: Use Cases
Use Case #1: Managing Different Affiliate Companies Affiliate Hub can organize clients from mult...
3. How to Create an Affiliate Hub
Affiliate Hub module lets you group new clients by their acquisition source—affiliate campaigns, ...
4. How to Edit an Affiliate Hub
Once an Affiliate Hub is created, you may need to update its settings—whether to adjust its name,...
5. How to Search for an Affiliate Hub
When you have many affiliate hubs, the Search box helps you quickly locate the one you need by fi...
6. How to Configure Affiliate Hub
The Configurations tab within each affiliate hub lets you manage two key entities for tracking an...
7. How to Automate Affiliate Hubs
Automating your affiliate hubs lets you route incoming clients to the right desks without manual ...
8. How to Search and Filter Leads
The Leads section lets you see every client captured by this affiliate hub—complete with their em...
9. How to Manually Assign Leads to Desks
While the Automation section streamlines lead distribution, you can always take direct control by...
10. How to Work With Affiliate Hub Dashboard
Employees and Affiliates can access analytics only when the relevant permission is enabled in the...
11. How to Delete an Affiliate Hub
When an affiliate hub is no longer needed, you can permanently remove it. Be careful—deleted affi...
12. Managing Leads in an Affiliate Hub
Once an affiliate hub is created and connected to a project, it becomes an active entry point for...
13. Configuration of Sources within Affiliate Hub
Sources define where leads come from, allowing you to track and analyze acquisition channels. The...