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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 the Delete (🗑️) icon in the Actions column.

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