In this article, we'll go over the functionalities Tapfiliate offers in order to manage affiliates.
Your Affiliates overview
When a user signs up to join your affiliate program, they will land in the Pending folder of your Affiliates Overview page.
If there are users here, you should take action.
You can either:
Approve - this means that they gain access to all of the assets within your program.
Disapprove - This means that you reject them and that they will be unable to participate.
Below we'll explain how you can take action and determine whether or not your applicants can participate.
Approving or disapproving a single affiliate
Approving a single affiliate is easy - you can simply click on the affiliate, and open their details panel. In the Programs section, you will see the program they applied for, as well as the status.
You can change the status by clicking on "Pending". This will open a drop-down menu, where you can choose to Approve the affiliate.
There are two ways to disapprove an affiliate:
On your Affiliates Overview, check the box next to the affiliate you'd like to disapprove. The option to disapprove from all program will appear near the top.
If your affiliate is a part of multiple programs and you'd only like to disapprove them from one, click on the affiliate and open the details panel. Here you can see the programs the affiliate is a part of as well as their status within those programs.
To change an affiliate's status, click on "Approved." This opens a drop down menu that includes the option to disapprove the affiliate.
Note: Please note that disapproving an affiliate from a program is not the same as deleting the affiliate. When you disapprove an affiliate, their information is archived. When you delete an affiliate, their data is permanently deleted.
Approving or disapproving in bulk (multiple affiliates at once)
In the case that you'd like to approve multiple affiliates at once, you may do so by selecting various (check the boxes next to their names) or selecting all:
Two buttons, with the option to "Approve" or "Disapprove", will appear near the top of the table. You can use these to approve or disapprove the selection of affiliates.
Note: If you have more than 100 pending affiliates, then you'd need to click on the "Select All xyz" that appears in the grey box at the top of the table.
Automating the approval of affiliates
It's possible to automate the approval of affiliates.
To auto-approve affiliates, go to your Program’s settings and toggle the 'auto approve affiliates' option on.
If you would like to set up more customized auto-approvals with specific filters or requirements to be fulfilled on your end, this is possible with triggers, by using a webhook action and our REST API.
A developer can reference our advanced Trigger Webhook guide for more information on how to set that up in Tapfiliate.
The difference between approving an affiliate and adding him/her to a program
When checking on the box next to an affiliate's name on the Affiliate Overview, two options may appear near the top of the page: Approve for all programs and Add to Program.
Though they may seem similar, they actually do two very different things:
You can approve affiliates to a program if they've previously requested to join. This is the button you'd click if you'd like to move an affiliate away from your Pending Program Approval tab and into your Active Affiliates tab.
You can add affiliates to a program if they weren't a part of it beforehand. When adding affiliates to a program, they will be automatically approved for that program, and the Assets specific to that program (referral link and marketing assets) will be made available to them.
Re-approving affiliates
You can re-approve an affiliate as follows:
In your Affiliates Overview, Click on the filter Active Users, and set it to Archived.
On this page, you will see a list of affiliates who have been disapproved from your program.
2. To re-approve your affiliate, check the box next to their name. At the top of the page, you'll find the option to Approve for all programs (or Add them to a different program).
Here's a quick video of the process!
Affiliate is in multiple programs
If the affiliate is part of multiple programs and you'd like to re-approve for a specific program, then you could go to their details panel and click on the program status.
A drop down menu will open and you can change their status within the chosen program.
