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Getting Started With Affiliate Manager

How to use Affiliate Manager Portal within your Marketing area in ZipLeads

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Written by Meg

The Affiliate Manager is a powerful tool that helps your business grow its reach through a network of affiliates. It lets you reward third-party people or organisations for promoting your products or services, in exchange for a commission. The Affiliate Manager helps you track leads and sales that come from affiliates, manage commissions, and reward affiliates based on the campaign model you set up.


How the Affiliate Manager works

  1. Create your first campaign: Start by setting up your first affiliate campaign. Choose the campaign source, set up the commission model, add any relevant products or tracking options, and add affiliates to the campaign. Once an affiliate is enrolled in a campaign, ZipLeads gives the affiliate campaign-specific referral links and tracking information. These are used to attribute eligible leads or sales to them.
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  2. Track leads: Affiliates share their unique link with their network. A lead is attributed to an affiliate when a contact completes an eligible action through the affiliate's referral link. Depending on the campaign settings, this could be submitting a Form, completing a Survey or booking a Calendar. Admins can also add or assign leads to an affiliate manually when needed.
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  3. Lead-to-customer conversion: When an affiliate's lead makes a qualifying purchase within the tracking rules, the sale is attributed to the affiliate. The contact can then appear as a customer for that affiliate.
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  4. Commission model: Depending on the campaign source, affiliates can earn commissions through Pay Per Lead or Pay Per Sale. Pay Per Lead rewards eligible submissions or bookings. Pay Per Sale rewards qualifying purchases.
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  5. Commission and payouts: ZipLeads calculates eligible commissions based on the campaign's commission settings. Depending on the campaign, commissions can be based on a lead, a qualifying sale, a flat amount, a percentage, recurring charges or other commission rules you set up.
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  6. Easy payment processing: Once a payout is approved, you can either automate affiliate payouts using PayPal or process payments manually using your own payment method. Manual payout options include Stripe, bank transfer, Wise, cheque and more.


How to connect your affiliate manager

  1. Enable Stripe Connect on your locations (Payments ➝ Integrations)
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  2. Add/Upload Affiliates on Affiliate Manager

  3. Create your product on your funnel/website - Click here for how to add a product to a funnel.

  4. Create your First campaign linking to a product on a funnel or website.


​Click here for our article on how to start your first Affiliate Manager Campaign.


Frequently Asked Questions

Q: How do affiliates track the sales they generate?

Affiliates use their campaign referral links to promote your business. ZipLeads uses those links and the campaign's tracking rules to attribute eligible leads and sales. Affiliates can see their campaign data, referral links, commissions, payouts, leads and customers in the Affiliate Portal.
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Q: How are affiliate commissions and payouts handled?

When a lead becomes a customer, the system calculates the affiliate's commission. You can then approve or deny payouts, and pay affiliates either automatically through PayPal or manually using options like Stripe, bank transfer, Wise or cheque.
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Q: Can leads be added without an affiliate link?

Yes. Most leads come through affiliate links, but admins can also add leads manually.
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