Affiliates are the partners who promote your offers and get paid for what they bring. This is where you add them, organise them, and decide what they are paid.
Adding an affiliate
Three routes into your workspace:
- They register themselves through your registration form.
- You invite them by email.
- You add them manually.
Whether a new partner is active straight away or waits for your approval is set in Settings.
Adding one manually
Two fields are enough:
- Nickname
Everything else the partner fills in when they first log in, and it appears in the affiliate detail from then on.
If the email already belongs to a PalDock account, you are told so, and the email is the only thing you need. The rest of that person’s data already exists and comes with them. See One Account, Multiple Workspaces.
Self-registration
The registration form is yours to define, through the user structure. It can ask for two kinds of fields.
- Global fields belong to the PalDock account. Prefer these. For a partner who already has an account they are pre-filled, so signing up is close to instant. You cannot edit them, only the affiliate can, and their changes propagate to every workspace they are in.
- Custom fields belong to your workspace. You define them and you can edit them later in the affiliate detail. Every custom field you add is one more thing standing between a partner and a finished registration, so ask for what you actually need.
See Local, Global and Custom fields.
Commission group
The commission group decides which commissions apply to this affiliate. Use the default group, or create a new one in the Commissions section.
This is how you pay two partners differently for the same offer, so it is worth setting when the account is created rather than after the first payout.
Management
Assign an admin to the affiliate. That admin sees the results of the partners they manage and nobody else’s. See Admins.
Categorisation
Affiliates can be classified by country, language, category, and tags.
These are filters and grouping dimensions in every report, so consistent tagging is what later lets you compare a whole group of partners rather than picking them out one by one.
What the affiliate sees
An affiliate logs into the same interface you do, restricted to their own data.
- Their offers, their traffic, and their transactions.
- What you pay them is labelled Revenue on their side.
- They are never shown which channel bought a lead, through a column, a filter, or a grouping.
Whether they can see lead data at all, rather than only counts and payouts, is a workspace setting. See Settings.
