Create Affiliates

From HasOffers

Navigate to the Create Affiliate Account page by following the path above or by clicking the Create Affiliate link on the Manage Affiliates panel. Simply fill out the form provided, including an email address and password for that affiliate. Assign an account manager and set the status to active. When you have completed the form, click the Save button at the bottom of the page.

Adding Affiliate Details

  • Company - This is the name of the affiliate, and is what is referenced for the affiliate in each report and in when searching in affiliates. This can be either the name of the affilaites company or the name if they are an individual.
  • Address - This is the street address that is used as a form of contact info.
  • Address 2 - An additional field to add the address.
  • City - The city that goes with the street address provided above.
  • Country - The country that goes with the street address provided above.
  • State - The state that goes with the street address provided above is the affiliate is located in the United States.
  • Zipcode - The zipcode that goes with the street address provided above. This can be used as the postal code if outside the United States.
  • Phone - A phone number as another method of contact to this affiliate.

Adding User Details

When you create a new affiliate, you are also creating a new affiliate user. This user is linked to this affiliate account, but there is a possibility to have more than one affiliate user in each affiliate account. You can learn more about affiliate users here.

  • First Name - The first name of the affiliate user.
  • Last Name - The first name of the affiliate user.
  • Title - The official title of the user within their organization (ex: Performance Marketing Manager).
  • Email Address - The contact email for this affiliate user. This email address is the email that they will use to login to your HasOffers network and access the affiliate features. Notifications and alerts will also be sent to this email address.
  • Password - The login password for this affiliate. When this affiliate profile is created, the password is sent to them via email. The user can change this password later on if they wish.
  • Confirm Password - Verification on the previous field.

Settings

  • Account Manager - If Account Managers are setup in your application, then here is where you can assign an account manager to this affiliate.
  • Account Status - You can set the status of the account for this affiliate to Active if you are ready for them to login and start running offers, or Pending if you want to approve them at a later time.

 
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