Who This Is For / When to Use
Affiliate administrators onboarding existing contacts as affiliates
Account owners syncing CRM contacts with Affiliate Manager
Teams managing affiliate activation and eligibility
What Happens When You Import Contacts as Affiliates
Importing contacts into the Affiliate Manager allows you to:
Add existing CRM contacts as affiliates
Avoid duplicate affiliate records
Keep affiliate profile data in sync with contact records
Imported affiliates can then be added to campaigns and generate commissions.
How to Import Contacts Into the Affiliate Manager
Step 1: Open the Affiliates Screen
Go to Marketing → Affiliate Manager → Affiliates
Click + Add in the top-right corner
Step 2: Import From Contacts
In the Add Affiliate modal, select Import from Contacts
Use search or filters to locate contacts
Step 3: Select Contacts to Import
Select individual contacts or use bulk selection
Click Import to add them as affiliates
Only contacts with unique email addresses will be imported.
Filtering and Searching Contacts Before Import
Search by name or email
Filter contacts using tags
Import selected contacts only
This helps ensure only eligible contacts are added as affiliates.
Affiliate Status: Active vs Inactive
Active Affiliates
Can be added to affiliate campaigns
Can use tracking links
Can generate commissions
Performance data is tracked
Inactive Affiliates
Cannot be added to campaigns
Tracking links stop working
Historical affiliate data is preserved
How to Mark an Affiliate as Active or Inactive
Go to Affiliate Manager → Affiliates
Click the icon in the Status column for an affiliate
Confirm the status update
The status change applies immediately.
How to Update Affiliate Status in Bulk
Select multiple affiliates using the checkboxes
Use the bulk action option at the top
Choose Mark Active or Mark Inactive
This is useful for onboarding or disabling affiliates at scale.
Data Sync Between Contacts and Affiliates
Affiliate profiles stay linked to their contact records
Updates made to a contact’s:
Name
Email
Phone number
automatically reflect in the affiliate profile
Common Issues and Fixes
Contact not importing
Ensure the contact has a unique email address
Check if the contact already exists as an affiliate
Affiliate cannot be added to campaigns
Verify the affiliate is marked as Active
Duplicate affiliate attempt
Affiliate Manager blocks duplicate email addresses automatically
FAQ
What happens if I update a contact who is also an affiliate?
Any updates to the contact’s name, email, or phone number automatically sync to the affiliate profile.
What happens if I import a contact that already exists as an affiliate?
The import is skipped. Affiliate Manager does not allow duplicate affiliates with the same email address.
What happens if multiple contacts share the same email address?
Only the first contact with that email address will be imported.
Is a contact created when I manually add an affiliate?
No. Manually added or uploaded affiliates do not create CRM contact records.
What happens if a contact record is deleted?
The affiliate remains in the Affiliate Manager, and historical affiliate data is preserved.