Affiliate and referral manager

The affiliate and referral manager lets you reward people who send you business. When a sale or lead comes through an affiliate's unique link, HLB tracks the commission and helps you pay it.

To create a campaign, go to Marketing, then Affiliate Manager, then Campaigns, and click Add. Choose a source, such as a funnel, website, store, form, survey or calendar, and pick the landing page people arrive on. Then set up:

• A default commission as a flat fee or a percentage, with optional commissions for specific products
• Pay-per-lead, a fixed amount for each eligible lead
• Multi-tier commissions across up to seven referral levels
• Settings such as cookie duration, payout terms and sub-affiliate signups

Assign affiliates, then publish the campaign or save it as a draft. To track leads, forms, surveys and calendars must be added as components on a funnel or webpage. Custom code embeds and iframes do not work for lead tracking.

Sales commissions are tracked through Stripe. When a customer uses a discount, the commission is based on the discounted amount. Payouts appear in the Pending tab on the first day of each month, with a due date set by the payout term, from NET-7 to NET-90. Refunds are not deducted automatically, so choose a payout term that covers your refund window. Approve or deny each payout. Then pay approved payouts through PayPal auto payouts, or pay by bank transfer outside HLB and mark them as paid. Only users with the Pay Affiliate Manager Payout permission can pay.

The New Affiliate Sale workflow trigger can notify your team or tag referred customers. It runs on the buyer's contact record, so standard email and SMS actions typically reach the buyer, not the affiliate.