Affiliate Groups/Types

Affiliate groups or types allow you to split your affiliates into groups. These groups can be designated different rights and obtain compensation from different commission plans. You can also limit affiliate sharing content to specific affiliate types/groups. 

In this article

Managing Affiliate Groups

Affiliate groups can be created and accessed from a shortcut on the dashboard, or directly from the Affiliates - Groups section.

Affiliate Group Options

Affiliate groups have 3 main settings. The first,  "default" determines which type newly registered affiliates will be assigned to. The second option, "can pre-register leads" allows the affiliate to enter the email addresses of potential leads that have not used the site yet. When someone visits the site and uses the pre-registered email address, they will automatically be assigned to the affiliate who has pre-registered them. The third option is archiving. An archived affiliate group will no longer be active.

When the "can pre-register leads" option is enabled, the "Manage Leads" tab will become available for your affiliates and they will be able to pre-register leads by clicking on the "Add Leads" button.

Assigning a Group to Affiliates

Once you have created an affiliate group, you can manually set the group of your affiliate to include it.

Assigning an affiliate to a group

You can assign new affiliates to a specific affiliate group directly when on up via our Jotform integration. You can set this up when integrating with Jotform, or by editing your Jotform app. Here you'll select which forms to integrate and you can assign which Affiliate Groups the data affiliate joins. Our integration connects each form to LeadDyno individually, not the whole account. 

And we're done! With this, the integration process is over and each new affiliate that signs up via our selected JotForm forms will have their data sent to the appropriate Affiliate Group.

Applying Commission for different Affiliate Groups

Now that you have organized your affiliates by groups, you may also want to give them different commission amounts. When you are creating a commission plan, you can select the affiliate group for whom it will apply.

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