Affiliate Hub


1. Affiliate Hub: Overview

The Affiliate Hub module serves as a centralized toolkit for tracking, organizing, and managing leads generated by any advertising or referral channel—whether it’s affiliate networks, PR initiatives, paid search, social media, or experiential events. By grouping incoming clients into logical “buckets,” you gain:

  1. Clear Attribution: Assign every new lead to the channel or partner that brought them in.

  2. Flexible Assignment: Route leads to the right team or “desk,” either automatically using time- or source-based rules, or manually through a simple interface.

  3. Performance Monitoring: Use the built-in analytics dashboard to see registrations, first transactions, conversion rates, and revenue per affiliate hub in real time.

  4. Scalable Configuration: Add new sources, postbacks, and code snippets on the fly as you expand into new channels or markets.

Together, these capabilities ensure you always know which marketing efforts are driving the most valuable traffic—and can quickly adjust your budgets, creative, or partner arrangements based on hard data.

The following actions are available in the Affiliate Hub module:

  1. Creation and Editing

  2. Searching

  3. Configuration: Adding sources and postbacks

  4. Assigning to desks: Automated or manual distribution of leads to relevant desks

  5. Deletion

2. Affiliate Hub: Use Cases

Use Case #1: Managing Different Affiliate Companies

Affiliate Hub can organize clients from multiple affiliate partners into separate segments. This setup allows you to monitor registrations, first-transaction rates, and ROI for each company side by side.

Use Case #2: Managing Advertising Campaigns by Region

Affiliate Hub can separate campaigns targeting different geographies (e.g., USA, Canada, EMEA). You can apply region-specific desk assignments, time-zone rules, and reporting to each affiliate hub for clearer regional performance analysis.

Use Case #3: Managing Different Types of Advertising

Affiliate Hub can group clients by ad format—banner ads, video ads, email blasts, influencer shout-outs—to compare engagement, conversion rates, and cost per acquisition across creative channels.

Use Case #4: Testing New Marketing Channels

Affiliate Hub can route early leads from pilot channels (e.g., TikTok ads, podcast sponsorships) into a dedicated “test” affiliate hub. This lets you gauge impact without skewing data in your production affiliate hubs.

Use Case #5: Segmenting by Referral Source

Affiliate Hub can segment organic traffic sources—SEO, direct referrals, in-house promotions—to benchmark free versus paid initiatives on qualified leads, activation rates, and revenue.

3. How to Create an Affiliate Hub

Affiliate Hub module lets you group new clients by their acquisition source—affiliate campaigns, PR outreach, or any custom channel—and funnel them into the right teams with built-in tracking and analytics. Before you can route clients into these groups, you’ll need to create an affiliate hub. Follow the steps below to get started.

To add a new affiliate hub, follow these steps:

  1. In the left sidebar, click the Affiliate Hub icon.

  2. Click the +Add button in the top-right corner.

  3. Complete the fields in the General Information section:

Project: The project to which the affiliate hub will be assigned. You will be able to designate clients only to the desks within this project.

Name: The business-facing name of the affiliate hub (displayed in the UI).

Affiliate ID: A unique identifier used to track clients brought into this affiliate hub and monitor their activities. You can enter an Affiliate ID manually or generate it automatically based on the Name.

Responsible Manager: The employee assigned to oversee and manage affiliates. To select a responsible manager from a drop-down list, you must first add them to the Employee table with an Employee role. In the Roles module, you can configure their rights and what information they can access, depending on your needs.

  1. Fill out the Sources section

Sources identify the origin of each lead, enabling you to track and analyze which acquisition channels drive traffic. You can create as many sources as needed to match your business requirements and accurately track different lead origins.

To add a source, click + New source and type its name.

  1. Complete the Permissions section

In this section, you need to assign affiliate managers who will be responsible for managing the affiliate hub. To do this, add an employee in the Employees module and assign them the Affiliate role. Next, configure the affiliate manager’s access to the information available to them. Go to the Roles module, check the boxes for the permissions and actions you want to grant.

Affiliate Hub settings:

Leads settings:

To ensure the affiliate manager can see all hub-related information, select View for the Leads, Sources, Configurations, Automation, and Analytics fields. If you want to allow changes to settings, tick the Create/Edit option.

Please note: When configuring permissions for the affiliate hub, thoroughly review the rights for each role. The system works like this: To ensure the affiliate hub operates properly, you need two roles. The first is a Root Affiliate. This role must have View permissions for Leads, Sources, Configurations, Automation, and Analytics to access full hub information. Otherwise, the Root Affiliate will act like a webmaster and will not be able to manage the affiliate hub. The second role is employees with the View by Source permission. This allows them to track information limited to the designated source. They can be assigned as webmasters to manage specific sources.

To save the settings, click Save if you plan to continue working with this module, or Save and Close if you have finished configuring it.

Webmasters are users who can track only the leads by their assigned sources. They are assigned after creating an affiliate hub in the Sources table. To designate a webmaster for the Source, you should add them in the Roles module as an Affiliate Webmaster and grant them the View by Sources permission. However, you can adjust the role's permissions as needed. One webmaster can be assigned to several sources.

When all fields are completed, click Create affiliate partner at the bottom of the window. You’ll see a confirmation toast (“Affiliate Hub Successfully Created”), and your new affiliate hub will appear on the main Affiliate Hub page.

Pro Tip: If dropdown lists are empty, ensure you’ve first created the corresponding Projects and Users under Settings.

Next Steps & Conclusion

With your affiliate hub now in place, you can:
Assign clients to it manually via the Clients → Edit screen, or automate assignment through your workflow rules.
Route clients to specific desks within the chosen project for streamlined onboarding.
Analyze performance by filtering on the affiliate hub’s Affiliate ID in your Analytics dashboard to measure ROI and conversion rates.

By defining clear affiliate hubs that map to your marketing channels, you gain full visibility into where your clients come from and how they progress—enabling data-driven optimization of your acquisition strategy.

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, swap out the affiliate contact, or toggle its active status. Follow these steps to make edits safely without disrupting client assignments.

How to Edit an Affiliate Hub

1. In the left sidebar, click Affiliate Hub to view all existing affiliate hubs.

3.  From the dropdown, choose Edit to open the affiliate hub’s configuration sidebar.

4. Modify the Affiliate Hub Details

In the Edit Affiliate Hub form, you can update:
Active — Toggle on/off to enable or pause the affiliate hub.
Affiliate — Change who is credited for bringing in these clients.
Name — Adjust the public-facing title displayed to your team.
Affiliate ID — Update the tracking code if needed.

Important: The Project, Manager, and Label fields are locked once the affiliate hub is created to preserve your routing logic and API integrations.

5. Save Your Changes

After making your updates, click Save at the bottom of the sidebar. You will see a confirmation toast (“Affiliate Hub Successfully Updated”) and your edits will immediately take effect.

By regularly reviewing and updating affiliate hub settings, you ensure your client acquisition workflows stay aligned with evolving marketing strategies and operational needs.

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 filtering the list in real-time.

  1. Locate the Search field: At the top of the Affiliate Hub page, you’ll see a search input with a magnifying-glass icon.
  2. Type any part of the affiliate hub’s label or name: As you enter text, the displayed affiliate hub cards will instantly narrow down to those whose Label or Name contains your query.
  3. Select your Affiliate Hub: Click the matching affiliate hub card to drill in, or use its kebab menu to edit, delete, or view sources.

Tip: You can search on partial words—e.g. typing “Test” will match both “SecondTest” and “TestAffiliateHub.”

Next Steps & Tips
  1. Client Re-routing: If you’ve changed the affiliate or toggled Active off, verify that any automated assignments or desk mappings still behave as expected.
  2. Audit Logs: Check your system’s audit trail to confirm who made the change and when—useful for compliance and troubleshooting.
  3. Communicate Changes: Let your team know if you’ve renamed an affiliate hub or updated its affiliate ID so reporting dashboards and integrations remain in sync.

6. How to Configure Affiliate Hub

The Configurations tab within each affiliate hub lets you manage two key entities for tracking and routing leads:

  1. Postbacks – callback URLs for registration and first-trade events

  2. Snippets – embeddable code to drive new sign-ups

The Postbacks entity allows you or your partners to control and track user traffic and activity within our CRM system. Once a user registers in our CRM, a request is sent to the configured postback URL. Similarly, when the user completes their first transaction, a request is also sent to the configured postback URL.

You can add postback URLs for two types of activity:

  1. FTD (First Time Deposit)
  2. Registration
To add a new postback:

Postbacks let you notify external systems whenever a user registers or makes their very first transaction (FTD). You configure them for each affiliate hub on the Configurations tab:

  1. Open Your Affiliate Hub’s Configurations: In the left nav, click Affiliate Hub, select the affiliate hub you want, then choose the Configurations tab at the top.
  2. Enable the Postbacks Panel: Flip the toggle at the top of the Postbacks card to “on” if it isn’t already.
  3. Enter the Callback URL: In the Postback URL field, type the full HTTPS endpoint your system will expose.

Use mustache placeholders ({{…}}) to inject dynamic client data. Only these tokens are allowed:

{{email}} → client’s email address {{status}} → “Registration” or “FTD” {{subID}} → the Sub ID you entered on the client profile {{affiliateID}} → the client’s Affiliate ID {{sourceID}} → the tracking source identifier

Hover the ℹ️ icon next to Fields to view the complete, supported placeholder list. Any other token (e.g. {{phone}}) will fail frontend validation (red warning) and be passed through as literal text if it somehow reaches the backend.

Select the Trigger Event: From the dropdown to the right of the URL, pick Registration (fires on every new signup) or FTD (fires once at first transaction).

Add the Postback: Click the green ➕ button to insert your URL+event into the active list.

Confirm & Save: You can immediately click away or hit the affiliate hub’s Save button.

A “Success! Affiliate hub configuration successfully updated” toast appears once your new postback is accepted.

Editing or Disabling

Edit any existing entry by clicking its ✏️ icon, updating the URL or event type, then saving.

Disable temporarily by flipping the entry’s toggle switch off—no removal needed.

The Snippet entity provides customizable code that you can insert into your website or social media page to attract clients to the platform. You can configure the code in various formats through Settings > Texts > Code Snippets.

To get a snippet:

Snippets are blocks you can embed on websites or ads to route new leads directly into this affiliate hub.

Once highlighted, click Copy to grab the snippet text.

You can also get a snippet from the main Affiliate Hub page. To do that:

  1. Navigate to the Affiliate Hubs tab.
  2. Click on the Show snippet icon near the specific affiliate hub.
  3. A drawer with the snippet will appear.

Tip: All changes take effect immediately for new leads. Existing leads retain their original source/postback assignments unless you manually update them. By carefully configuring your Sources, Postbacks, and Snippets, you ensure accurate lead attribution and seamless integration with external systems

7. How to Automate Affiliate Hubs

Automating your affiliate hubs lets you route incoming clients to the right desks without manual intervention, ensuring timely follow-up, consistent SLA adherence, and clear ownership. You can choose a simple “all leads go here” approach, or build sophisticated rules based on the time of day or the source channel.

The Automation section allows you to set up automated client assignment to relevant desks.

To begin, enable automation:
1. Open the Automation tab within your affiliate hub.
2. Toggle on Active automation so it turns blue.

Affiliate hub automation.png

Tip: Flip this switch off any time to pause automation and fall back to manual desk assignments.

Note: To disable automation, click the toggle again. If disabled, you will need to assign clients to desks manually. Instructions on manual assignment can be found [here].

To automatically assign all new clients to one desk (with no conditions):
1. In Distribute leads by Default→ Select Project and Desk from the dropdown.
2. Click Save to apply changes.

All new leads will now land on that desk, straight out of the box.

To set up custom automation:
Use time-based rules when, for example, you have different support teams on different shifts.
1. Under Custom automation by, choose one of the options, Time or Source.

Note:  You can choose automation based on either time or source, but not both simultaneously.

Note: Time periods may overlap if entered that way (e.g., 8:00–14:00 and 6:00–16:00). In such cases, the first matching period in the list will be selected.

By leveraging affiliate hub automation:
Reduce manual work—no more one-by-one desk assignments.
Enforce SLAs—ensure leads always land with the right team at the right time.
Adapt on the fly—update time windows or source mappings in seconds.

Automated routing keeps your pipeline moving smoothly, so your teams can focus on closing rather than chasing down new leads.

8. How to Search and Filter Leads

The Leads section lets you see every client captured by this affiliate hub—complete with their email, ID, affiliate/source, registration date, FTD date, status, and more. When you have hundreds or thousands of leads, the Search and Filter tools help you zero in on exactly the records you need in seconds.

To search for a lead:

1. Go to the Leads tab of your affiliate hub.
2. Click into the Search… field at the top.
3. Type any part of the lead’s email address (e.g. john.doe, @gmail.com, etc.).
4. The list will dynamically filter as you type, showing only matching leads.

Pro tip: Partial queries work too—entering hotmail will instantly display all Hotmail addresses.

To filter leads:

While Search matches text, Filters let you narrow down by date ranges and source IDs.

1. Click the Filter button on the left side of the toolbar.
2. In the right-hand drawer, set one or more criteria:
Created date (when the lead registered)
Source ID (the marketing channel tag)
First transaction date (FTD date range)
3. Remove any filter field by hovering over it and clicking the ×.
4. Click Save to apply—your table updates to show only leads matching all selected criteria.

Conclusion

By combining Search for quick text matches with Filter for precise date or source slices, you can:
Rapidly locate individual leads (e.g., to troubleshoot or review).
Segment your data by campaign or conversion period.
Export just the subset you need for reporting or follow-up.

These tools keep your lead management efficient, accurate, and scalable—no matter how many clients flow through your affiliate hubs.

9. How to Manually Assign Leads to Desks

While the Automation section streamlines lead distribution, you can always take direct control by manually assigning individual or multiple leads to any desk. This is useful for special cases or overrides.

To manually assign leads to desks:
1. Navigate to the Leads tab of the affiliate hub where you want to manage assignments.
2. Find the lead you want to assign.
3. Click the Assign icon at the end of that lead’s row. If the icon is gray and unclickable, that lead has already been assigned (either manually or via automation).
4. In the right-hand drawer, choose the Desk from the drop-down list.
5. Click Save to apply. The lead’s Status column will update to reflect the new desk assignment.

Note: You can assign a lead to the desk through the Affiliate Hub module only once. To reassign a client, use the Clients module.

10. How to Work With Affiliate Hub Dashboard

Employees and Affiliates can access analytics only when the relevant permission is enabled in their Role. To grant access, first define whether the user can view all Affiliate Hubs or only their own Affiliate Hub, then enable the View checkbox in the Analytics block. The analytics data displayed in the system will vary depending on the selected access level.

Analytics Affiliate hub upd.png

The dashboard primarily displays the number of leads who have signed up. In this section, you’ll see the total FDV leads and the total signed-up leads.

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This information is also presented on the chart on the right. In the upper-right corner, you can select Month or Year to adjust the lead distribution view on the graph.

Image34.png

If you hover your mouse over a specific column, you can view how many leads came in for the selected month/year.

Image35.png

You can also display only FTD or only signed up leads.

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The section on the right displays the number of FTD and signed-up leads for today and yesterday.

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And in the blocks below, you can see the top sources where your leads are coming from.

Image38.png

To see more detailed analytics by source, scroll down the page. The All sources block with information about leads from each source will be displayed. In this block, you can:

Choose which data to include in the chart: Month or Year.

Image41.png

Customize the time period for which you are viewing the data.

Image42.png

Display data for signed up leads only or FTD leads only.

Image43.png

Also, when you hover over a specific bar, the number of leads from that source for the selected period will appear.

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11. How to Delete an Affiliate Hub

When an affiliate hub is no longer needed, you can permanently remove it. Be careful—deleted affiliate hubs and all their configuration (sources, postbacks, snippets, automation rules, and leads) cannot be recovered.

To delete an affiliate hub:

  1. Open the affiliate hub’s menu: In the Affiliate Hub list, hover over the affiliate hub you wish to delete and click the three-dot (•••) menu in its top-right corner.
  2. Select “Delete”: From the menu, click Delete.
  3. Confirm deletion: A confirmation dialog will appear. Confirm that you want to delete the affiliate hub. Once deleted, it cannot be restored.

Warning: Deletion is permanent. Make sure you no longer need any data or configurations associated with this affiliate hub before proceeding.

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 incoming leads. Managing leads inside an affiliate hub allows you to monitor registrations, track processing status, identify duplicates, and ensure proper routing into your CRM.

This section explains how leads behave inside an affiliate hub and how to work with them efficiently.

What Is a Lead in an Affiliate Hub?

A lead in an affiliate hub represents a new client registration that entered the system through a specific acquisition channel (e.g., affiliate, campaign, API, landing page).

Each lead is automatically:

  1. Linked to a specific Project

  2. Assigned to a Manager

  3. Tagged with the Affiliate Hub label

  4. Tracked using the Affiliate ID (if configured)

Affiliate hubs act as controlled intake queues before clients become fully processed CRM records.

Viewing Leads in an Affiliate Hub

To view leads:

  1. Go to Affiliate Hub in the left sidebar.

  2. Click on the desired affiliate hub from the list.

  3. Open the Leads tab (or Leads section inside the affiliate hub view).

You will see a table containing:

  1. Client name / email

  2. Registration date

  3. Processing status

  4. Duplicate status (if applicable)

  5. Project and manager

  6. Source tracking details

The table supports sorting and filtering (depending on system configuration).

Leads Table: Full Name Column, Sorting, and Name Filters

To improve usability and allow faster identification of leads, the Leads table includes a dedicated Full name column with sorting and filtering capabilities.

Full Name Column
A new column titled Full name is displayed in the Leads table.

Column position: Immediately after the ID column.

Value format: <firstName> <lastName>

Behavior:

  1. If both first and last name exist → displayed as “FirstName LastName”.
  2. If only first name exists → displayed as “FirstName”.
  3. If only last name exists → displayed as “LastName”.
  4. If both are missing → the cell remains empty.

The column uses the same first and last name fields already stored for the lead. No additional data sources are introduced.

Sorting by Full Name
The Full name column supports sorting.

Sorting behavior:
Follows the standard table sorting mechanism (ASC / DESC).

Sorting priority:
Primary: first name
Secondary: last name

Sorting integrates with:

  1. Pagination
  2. Existing filters
  3. Other active sorting parameters

No custom sorting logic is introduced outside of the established table architecture.

Filtering by First and Last Name
Two separate filters are available in the Leads filter set:

First Name Filter
Filters leads by first name only.
Uses the same string matching logic applied elsewhere in the system (contains / startsWith / exact — depending on system convention).

Last Name Filter
Filters leads by last name only.
Uses the same matching behavior as the First Name filter.

Combined Filtering
Both filters can be used together.

Behavior:
Filters apply using AND logic.

Example:
First name = “John”
Last name = “Smith”
→ Returns only leads matching both criteria.

The filters work correctly with:
Pagination
Sorting
Other active filters
The “Only unassigned leads” toggle

Performance and Stability
The addition of the Full name column:

  1. Does not modify existing columns

  2. Does not affect lead processing, assignment, or reprocessing flows

  3. Does not introduce UI regressions

  4. Uses the existing table rendering, filtering, and sorting mechanisms

Lead Statuses

Leads inside an affiliate hub typically move through defined processing states:

New
The lead has entered the system but has not yet been processed.

Processed
The lead has successfully passed validation and has been created or merged as a client.

Duplicate
The system detected an existing client matching duplicate detection rules.

Rejected / Invalid
The lead did not meet validation criteria.

Status is automatically assigned by the system during processing.

Duplicate Handling in Affiliate Hubs

If a lead is detected as a duplicate:

  1. The system links it to the existing client record.

  2. The client’s Last duplicate date field is updated automatically.

  3. The lead status reflects Duplicate.

This ensures:

  1. No duplicate CRM records are created.

  2. Duplicate activity is traceable over time.

  3. Managers can monitor data quality trends.

Duplicate detection logic is system-driven and cannot be manually overridden inside the affiliate hub view.

Reprocessing Leads

In certain cases (e.g., configuration changes or temporary API errors), you may need to reprocess a lead.

If the system allows reprocessing:

  1. Select the lead from the list.

  2. Click the action menu (three-dot menu).

  3. Choose Reprocess.

Reprocessing will:

  1. Re-run duplicate checks

  2. Re-apply routing logic

  3. Attempt client creation again

Note: Reprocessing does not bypass duplicate detection rules.

Within the affiliate hub Leads view, you can typically:

  1. Search by email, ID, or name

  2. Filter by registration date

  3. Filter by status (New, Processed, Duplicate)

  4. Filter by manager or project (if supported)

This helps you:

  1. Monitor daily acquisition flow

  2. Identify spikes in duplicate registrations

  3. Prioritize unresolved or failed leads

  4. Analyze campaign-level performance

Only Unassigned Leads (Fast Toggle)

To quickly focus on leads that are not yet assigned to a manager, use the Only unassigned leads toggle located above the leads table.

How it works

  1. Disabled (default) — Displays all leads in the selected affiliate hub.

  2. Enabled — Displays only leads that do not have an assigned manager.

The definition of “unassigned” follows the system’s backend assignment logic and uses the same criteria as the existing routing model.

Location
The toggle is placed:

  1. Above the leads table

  2. Next to the Search field

  3. Outside of the Filters drawer

This control is designed for fast operational access and is not part of advanced filtering.

Hub-Level Persistence
The state of quick toggles is automatically saved for each affiliate hub separately.

Only FTD (Fast Toggle)

To quickly focus on converted leads, use the Only FTD toggle located above the leads table.

How it works
Disabled (default) — Displays all leads in the selected affiliate hub.
Enabled — Displays only leads that meet the system definition of FTD (First Time Deposit).

The toggle reuses the existing FTD flag and business logic already used in CRM and analytics. No separate FTD calculation is introduced.

Combined Behavior with Other Toggles
The Only FTD toggle works independently from the Only unassigned leads toggle.
If both are enabled:
The system displays only leads that are:
FTD
AND
Unassigned

Standard filter intersection logic applies.

How Leads Become Clients

When a lead is successfully processed:

  1. A client record is created in the Clients module

  2. The client inherits:
    Project

    Manager

    Affiliate hub label

    Affiliate ID (if configured)

     

  3. Action timeline tracking begins

  4. The client becomes visible in all CRM modules

After processing, the lead remains part of the affiliate hub history for audit and reporting purposes.

FTD Detection and First Transaction Date

The system determines FTD (First Time Deposit) status based on the client’s transaction history.

How FTD Is Calculated
A lead becomes marked as FTD when:

  1. The associated client completes their first successful deposit transaction.
  2. The transaction status is completed/approved.
  3. The transaction meets the system’s deposit criteria (as defined in the Core Banking module).

The system reuses the same FTD logic used in Analytics and CRM reporting. No separate FTD calculation is introduced at the affiliate hub level.

First Transaction Date
When a client completes their first valid deposit:

  1. The FTD column in the Leads table is populated with the date and time of that first transaction.
  2. This value reflects the earliest completed deposit in the client’s transaction history.

Important:

If a client already existed in the system before entering the affiliate hub and had prior transactions:
The FTD date will reflect the true first transaction in the system.
It will not be recalculated based on affiliate hub registration date.

Known Update Requirement
If the First Transaction Date is not appearing correctly:

Possible causes may include:

  1. Transaction was not marked as completed.
  2. Deposit type does not match FTD criteria.
  3. Historical transaction exists but was not indexed.
  4. Data sync delay between Core Banking and CRM modules.

FTD status and first transaction date are always derived from the Transactions module, not manually editable in the Affiliate Hub view.

Operational Best Practices

Review New leads daily
Monitor Duplicate leads weekly
Investigate abnormal duplicate spikes
Keep Affiliate IDs accurate for tracking
Deactivate unused affiliate hubs to prevent routing errors

Regular affiliate hub monitoring ensures:

  1. Clean client data

  2. Accurate marketing attribution

  3. Proper onboarding routing

  4. Reduced compliance risks

Important Notes

Editing an affiliate hub does not retroactively change already processed leads.
Duplicate logic is centralized and cannot be modified at the affiliate hub level.
Affiliate hubs control routing at intake stage only; client lifecycle management happens in the Clients module.
Deactivating an affiliate hub prevents new leads from entering but does not remove historical data.

13. Configuration of Sources within Affiliate Hub

Sources define where leads come from, allowing you to track and analyze acquisition channels. The Sources list tags each lead with its origin (e.g., “Twitter,” “Facebook,” etc.).

To add a new source to the existing affiliate hub, do the following:

  1. Open the Sources tab within your affiliate hub

  2. Click + New Source in the upper right corner

  3. Enter the source name (e.g. Instagram)

  4. Add Tags to make source filtering more convenient in the future

  5. Fill out the Description field to provide a brief overview of the lead source or its key details

  6. Click Save

  7. Add as many sources as needed by repeating steps 2–6

In the Sources tab, you can assign a webmaster to track leads from a specific source (e.g., only Facebook or only Instagram). You should add them first in the Roles module as a role you defined for this type of user (e.g., Affiliate Webmaster), and then grant them the View by Sources permission. Role permissions can be adjusted as needed. To designate a webmaster, click Assign in the Affiliate column and select a person from the drop-down list. One webmaster can be assigned to several sources if needed.

To remove a source, hover over the source tag and click Delete (🗑️) icon in the Actions column.