Who This Is For / When to Use
Use this feature if you:
Need to add leads from offline sources (events, calls, referrals)
Want to credit affiliates for non-tracked leads
Need to manually associate a lead with an affiliate campaign
Are onboarding affiliates with existing contacts
What Does “Adding Leads” Mean in Affiliate Manager?
Adding leads manually allows you to associate a contact with an affiliate and campaign without using an affiliate link.
Important behavior:
Manually added leads do not include purchase history
Leads are tracked for attribution and reporting only
Commissions apply only if a qualifying sale later occurs
Important Notes Before You Start
There is no system email sent when a lead is manually added
Affiliates only receive system emails when a campaign is published/live
Manual lead creation is separate from automated affiliate workflows
Where to Add Affiliate Leads
Navigate to:
Marketing → Affiliate Manager → Affiliates
Open the affiliate profile you want to add leads to.
How to Add Leads to an Affiliate
Step 1: Open the Affiliate Profile
Go to Affiliate Manager
Click Affiliates
Select the affiliate you want to add leads to
Step 2: Click “Add Lead”
Inside the affiliate profile:
Click Add Lead (next to Add Coupon)
Step 3: Choose How to Add the Lead
You have two options:
New Lead
Import from Contacts
Option 1: Add a New Lead Manually
Use this option to create a brand-new lead.
Required Fields
Campaign Name
First Name
Last Name
Email
Phone Number
Click Save to add the lead.
Option 2: Import Lead from Existing Contacts
Use this option if the lead already exists in your CRM.
How It Works
Select the Campaign Name
Search and select an existing contact
Save to associate the contact as a lead for that affiliate
No duplicate contacts are created.
What Happens After a Lead Is Added
The lead appears under the affiliate’s Customers/Stats table
No purchase history is shown
If the lead later converts, attribution follows campaign rules
Common Use Cases
Offline events and conferences
Phone or in-person referrals
Influencer referrals without tracked links
Manual affiliate onboarding
Special promotions or exceptions
Common Issues and Fixes
Lead Does Not Show Purchase History
This is expected. Manually added leads do not backfill purchases.
Cannot Find Contact When Importing
Confirm the contact already exists in CRM
Search by email for best results
Lead Not Appearing Under Campaign
Ensure the correct campaign was selected
Refresh the affiliate profile
FAQ
Does adding a lead trigger commissions?
No. Commissions only apply when a qualifying sale occurs.
Will affiliates be notified when a lead is added?
No. Affiliates are only notified when a campaign is published/live.
Can I add the same lead to multiple affiliates?
No. A lead should only be associated with one affiliate for accurate attribution.
Can manual leads be added automatically?
Yes. Use workflows to automate affiliate and lead management.
Do manual leads affect reporting?
Yes. They appear in affiliate stats but without purchase data until conversion.
How to Find an Affiliate’s Unique Campaign ID
To view an affiliate’s unique ID per campaign:
Go to Affiliate Manager → Affiliates
Open the affiliate profile
Switch campaigns using the campaign dropdown
View the affiliate ID associated with that campaign
Each campaign generates a unique affiliate ID.