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Affliates

This section explains about Affliates Feature easily converts your customers into your brand ambassadors.

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Written by Rahul M
Updated over a week ago

Affiliates is a great feature which easily converts your customers into your brand ambassadors which can amplify your sales and the customers get their rewards too.

The whole affiliate functionality is divided into 4 sections.

  • 1. Setup
  • 2. Affiliate Member settings
  • 3. Transactions
  • 4. Payouts

Lets start with setting up affiliate functionality.

The whole affiliate functionality is divided into 4 sections.

1.Setup



Go to Affiliate option on the left hand side menu.

This is mainly an one time setup activity. You setup the commissions , the cookie period and the terms & conditions.

Lets look at each of them in detail

  • 1.Choose your Commission type (Either Percentage or Fixed)
  • 2.Add Cookies expiry date (Affiliate commission will be considered only if the member registers before the cookie expires.
  • 3.Add Terms and Conditions (Not mandatory)
  • 4.Switch on the button - Make all members as affiliates
  • 5.Switch on the button - Make all courses available to affiliates (You can also keep customization on which courses to be available for affiliates and that need to be done individually)
  • 6.Finally, click on Update

2. Affiliate Member Settings




If you want to give different commissions or disable the affiliate, this is the place where you can do all of that.

This is very useful when you have different categories of affiliates.

Lets look at each of them in detail

  • 1.You can disable only this particular affiliate by disabling the affiliate switch
  • 2.You can choose the Commission type (Either Percentage or Fixed) for that particular member.
  • 3.Filters your affiliates (Ex: If you have 5 courses and want to allot affiliate for 3 courses, then simply disable the 2 courses).
  • 4.Finally, Click on Save.

2.1 Member Transactions

Here is where we see all the successful referrals by this particular affiliate. For each transaction, as a owner, you can approve or reject and then make the respective payouts.

Lets understand the transactions in detail.

  • 1. Go to Affiliate Members. Click on specific member.
  • 2.Click on Transactions.
  • 3.You can view the successful referral transactions.

Once the check is done you can either approve or reject the transaction. Once the transactions are approved, you can do the payout manually and then update the status to paid. This way you will always have a track of your transactions.

2.2 Payouts

Payouts is the screen where you record all the payments done to the affiliate member. The payments are done manually outside the system but you record them here so that the members also have a clear visibility.

After that make the transaction personally and create a payout. For that,

  • 1.Go to Affiliate Members, choose the particular affiliate.
  • 2.Choose Payouts.
  • 3.Click on Make Payments and fill out the form.
  • 4.Finally, Click on Save.

3.Transactions



Here you see all the affiliate transactions happened in your account. This is the complete view and you can do the search on particular member or on particular dates as well.

4.Payouts



Here you see all the affiliate payouts done by you (outside the FreshLMS platform) and entered manually against the affiliate members. This is the complete view and you can do the search on particular member or on particular dates as well.

Complete guide on how members can use this affiliate:





In FreshLMS platform, every affiliate member will have a unique login and the affiliate member can see all the settings, course affiliate links, transactions , payout and terms and conditions in one location.

Lets see how an affiliate member can access his account.

  • 1. Login to your member portal account.
  • 2.Go to the Profile section on the top right corner and click on the drop down.
  • 3.Of the many options you see, click on Affiliates.

Now here you will see 4 tabs.

  • 1.Settings
  • 2.Transactions
  • 3.Payouts
  • 4.Terms and Conditions

Let's dig deeper into each one of them.

  • a. Settings
    Here you will see the commissions you will get and the affiliate urls for the courses which you can share to the world outside.
  • b. Transactions
    Here is where you see all the successful referrals done by you. For each transaction, you can see the status i.e. approve or reject or paid as well along with the commission amounts.
  • c. Payouts

    Payouts is the screen where you will see all the payments done to this particular affiliate member. Hence it is transparent and it leads to a healthy business relationship.
  • d. Terms and Conditions

This area describes the complete terms and conditions for participation in this referral program.These are the terms and conditions which are created on the admin portal by the owner of the account.