How to Add Sub-Affiliates in the Affiliate Manager
Sub-affiliates are affiliates who work under a parent affiliate. They promote products or services through their own networks, and the parent affiliate earns a commission from the sales made by their sub-affiliates. This model helps affiliates expand their networks and increase their earnings. Our platform supports up to 7-tier affiliate campaigns, allowing affiliates to have multiple sub-affiliates under them. Please Note: The campaign you want to add sub-affiliates to must be multi-tier (tier 2 or above). ## Benefits of Sub-Affiliates Sub-affiliates allow for a layered commission structure. For example, if Affiliate A refers Affiliate B, and B makes a sale, both A and B earn commissions. This encourages affiliates to grow their teams and generate more leads. * * * ## 3 Ways to Add Sub-Affiliates ### 1. Add Sub-Affiliates Manually Manually adding sub-affiliates allows for greater control over who joins a campaign. #### Steps: 1. Navigate to the Affiliate Page: Go to the Affiliate Manager under the Marketing section.!(https://assets.patientcopilot.ai/7cc6c8fb61fbf30c.jpg) 2. Select an Affiliate: Click on the affiliate you want to add sub-affiliates under. 3. Switch to Sub-Affiliate Tab: Scroll down to the “Sub-Affiliate” tab.!(https://assets.patientcopilot.ai/1d75161cb233e587.jpg) 4. Add Sub-Affiliate: Click the “Add Sub-Affiliate” button. 5. Choose Campaign: Select the desired campaign from the dropdown.!(https://assets.patientcopilot.ai/febb647d7ed95fe5.jpg) 6. Select Sub-Affiliates to Add: Choose the affiliates you want to add.!(https://assets.patientcopilot.ai/20c0cfb77f9d72c0.jpg) 7. Remove Existing Sub-Affiliates: Remove any unwanted sub-affiliates, if needed. 8. Add New Affiliate Profile (Optional): Create and add a new sub-affiliate if the desired one doesn’t exist. 9. Save: Save the changes. * * * ### 2. Auto-Enroll New Customers as Sub-Affiliates This option allows you to automatically enroll new customers as sub-affiliates under the affiliate who referred them after a successful sale. #### Steps: 1. Go to the Sub Account Affiliate Manager. 2. Open an existing campaign or create a new one. 3. In the last step, expand Additional Settings. 4. Toggle on Auto Enroll New Customers as Sub-Affiliates.!(https://assets.patientcopilot.ai/85c5eae6b2a208eb.jpg) 5. Save and publish the changes. You can also enable or disable this setting globally in the Global Settings section. This will apply to all future campaigns. * * * ### 3. Allow Affiliates to Recruit Their Own Sub-Affiliates Affiliates can recruit sub-affiliates themselves by sharing a sign-up link. This process makes onboarding easy and gives affiliates more autonomy. #### Steps: 1. When creating or editing a campaign, go to the last step and click on Additional Settings. 2. Toggle on Sub-Affiliate Sign-Up Page.!(https://assets.patientcopilot.ai/c423f155455070ea.jpg) 3. Select the form you want to use for sub-affiliate sign-ups.!(https://assets.patientcopilot.ai/bf2273f35be65d39.jpg) 4. Save the changes by clicking Finish. You can also configure this option globally in the Global Settings. Affiliates will see a sign-up link in their affiliate portal, which they can share to recruit sub-affiliates.!(https://assets.patientcopilot.ai/d1cf3fb7b8abf063.jpg) The Affiliate portal will also show a list of all sub-affiliates under each affiliate.!(https://assets.patientcopilot.ai/e3773d4fc900139c.jpg) Please note: Forms used for sub-affiliate sign-ups must include First Name, Last Name, and Email. Missing fields will result in errors. The Sub-Affiliate Sign-Up feature only works for multi-tier campaigns (tier 2 or higher). Changes in global settings will only apply to future campaigns. By leveraging these methods, you can grow your affiliate network and manage your sub-affiliates effectively, boosting overall sales and commissions. * * * ## What’s Next: - How to Add Affiliates in the Affiliate Manager
