🔍 Reporting Overview
Rootabl provides a comprehensive Sales tab to help you track sales and commissions across your campaigns. Here’s what you’ll see in the Sales tab:
Date: When the sale occurred.
Customer Name: The buyer’s full name.
Email: The buyer’s email address.
Product Name: The product purchased.
Amount: The total purchase amount.
Commission: The commission amount earned by the affiliate.
Affiliate: The affiliate credited with the sale.
💡 Pro Tip: Use the Sales tab to verify commissions and ensure they align with your payout schedules and campaign goals.
🔄 Adding or Managing Affiliates
Rootabl simplifies affiliate management by offering a centralized Affiliates tab, where you can add affiliates, approve signups, and monitor performance.
How to Add Affiliates to Your Program
To add affiliates to your Rootabl program, share your unique Affiliate Sign-Up Link. Here’s how it works:
1️⃣ Locate Your Sign-Up Link: Go to the Affiliate tab in your Rootabl dashboard. You’ll find your unique affiliate sign-up link here.
2️⃣ Share the Link: Send the sign-up link to prospective affiliates via email, social media, or other channels.
3️⃣ Approve Affiliates: When affiliates sign up, they'll appear in your Affiliate tab. Review their details and click Approve to add them to your program.
4️⃣ Provide Unique Affiliate Links: Once an affiliate is approved, they will be able to access their unique tracking link. You can also share this link with them if they need assistance by finding them in your Affiliates tab.
2️⃣ Monitoring Affiliate Performance
In the Affiliates tab, you can track each affiliate’s:
Leads: How many people they’ve referred.
Sales: The number of sales generated from their referrals.
Commissions: The total commissions earned by the affiliate.
This dashboard helps you identify top-performing affiliates and those who might need additional support.
3️⃣ Deactivating an Affiliate
If you need to deactivate an affiliate, Rootabl makes it easy:
1️⃣ Go to the Affiliate Management Tab: Locate the affiliate you wish to deactivate.
2️⃣ Toggle the Activation Status: Use the toggle switch next to their name to deactivate them.
3️⃣ What Happens Next:
Deactivated affiliates will no longer earn commissions on future sales.
Their past performance and commissions will remain visible in your reports.
You can reactivate affiliates at any time by toggling them back to active.
🛠️ FAQs: Managing Campaigns
Q: How do I remove an affiliate?
A: You can deactivate an affiliate using the toggle in the Affiliates tab.
Q: Can I manually assign a sale to an affiliate?
A: Yes! If a sale wasn’t automatically credited to the correct affiliate, you can manually adjust this in the Sales Report. Learn how to edit affiliate commissions here.
💡 Pro Tips for Managing Campaigns
Check Affiliates Regularly: Review your Affiliates tab to ensure affiliate activity aligns with your goals.
Use the Sales Report for Accuracy: Double-check commissions in the Sales Report before payouts to avoid errors.
🔗 Related Articles
Rootabl makes it easy to manage your campaigns and affiliates, giving you the tools you need to grow and maintain a thriving affiliate program. 🌱
Have more questions? Contact our support team—we’re here to help!