Affiliate Manager - Importing Contacts

The affiliate admin can sync contacts from Referins to the Affiliate Manager.

The affiliate admin can:

1. Import all contacts to the Affiliate Manager
2. Search for specific contacts and import them
3. Filter the contacts by tags and import them

To import contacts from the Referins Click Marketing > Affiliate Manager > Affiliates > Add > Import from contacts.

Choose the contacts you want to convert into affiliates and click import to add them to your Affiliate Program.

Please Note:

• Only contacts with unique email IDs will be imported to the Affiliate Manager. Only the first contact will be imported if two contacts have the same email.
• There are two states an affiliate can be in: Active or Inactive.
• By default, when an affiliate is created, they are considered active. The affiliate admin can mark affiliates as Inactive either one by one by clicking the 'Status' icon or in bulk by selecting the checkbox and 'Mark as Inactive' button.
• Inactive affiliates can not be added to a campaign, and if they are already added, their affiliate links will be non-functional.

FAQs 

1. What can the affiliate admin do with the contact sync feature?

The affiliate admin can:

• Import all contacts from Referins to the Affiliate Manager.
• Search for specific contacts and import them.
• Filter contacts by tags and import them.

2. How do I import contacts from Referins to the Affiliate Manager?

To import contacts:

1. Navigate to Marketing.
2. Select Affiliate Manager.
3. Go to Affiliates.
4. Click Add.
5. Choose Import from Contacts.

3. What are the criteria for importing contacts?

Only contacts with unique email addresses will be imported. If there are duplicate contacts with the same email ID, only the first contact will be imported.

4. What are the two states an affiliate can be in, and how are they managed?

Affiliates can be in either the Active or Inactive state:

• Active: By default, new affiliates are considered active.
• Inactive: To mark an affiliate as inactive, click the 'Status' icon for individual changes or use the checkbox and 'Mark as Inactive' button for bulk updates.

5. What happens to inactive affiliates?

Inactive affiliates cannot be added to a campaign. If they were already part of a campaign, their affiliate links will become non-functional.

6. Can inactive affiliates still be managed or edited in the Affiliate Manager?

Yes, inactive affiliates can still be managed and edited, but they will not be eligible for campaigns and their links will not function.

7. How can I ensure that only unique contacts are imported?

The system automatically filters out contacts with duplicate email addresses, importing only the first instance of each email ID.

8. What should I do if I want to check the status of affiliates after importing?

After importing, you can review the status of affiliates in the Affiliate Manager. Use the 'Status' icon to view or change individual affiliate statuses, or use bulk actions to manage multiple affiliates.

9. Can I re-import contacts if I need to update information?

Yes, you can re-import contacts if you need to update information but be aware that the system will only import unique contacts and may not overwrite existing records.