Affiliate Manager: Move Customers Between Affiliates
We’re excited to introduce a highly requested feature — the ability to move a customer from one affiliate to another within the same campaign! Whether you’re cleaning up data or reassigning for performance reasons, this makes affiliate management smoother and more flexible than ever.
👀 What’s New?
Move Customers Manually Between Affiliates : You can now reassign a customer to a different affiliate within the same campaign using a simple flow.
Option to Transfer Commission History : Choose to move associated unpaid commissions along with the customer to ensure continuity for affiliates.
👷 How It Works:
Navigate to the current affiliate’s profile.
Scroll to the Customers tab.
Click on the three-dot menu next to the customer you want to move.
Select "Move Customer".
Choose the destination affiliate.
(Optional) Toggle "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer commissions as well.
Click Move — and you’re done!
⭐ Why it Matters:
Quickly reassign customers when affiliates change or need to be rotated
Ensure commission history is preserved and attributed properly
Keep campaigns clean, accurate, and easy to manage
📌 Important Note:
Customers can only be moved within the same campaign.
If the commission transfer toggle is on, only unpaid commissions will be moved to the destination affiliate. Paid commissions will remain with the original affiliate.
Affiliate Manager: Move Customers Between Affiliates
We’re excited to introduce a highly requested feature — the ability to move a customer from one affiliate to another within the same campaign! Whether you’re cleaning up data or reassigning for performance reasons, this makes affiliate management smoother and more flexible than ever.
👀 What’s New?
Move Customers Manually Between Affiliates : You can now reassign a customer to a different affiliate within the same campaign using a simple flow.
Option to Transfer Commission History : Choose to move associated unpaid commissions along with the customer to ensure continuity for affiliates.
👷 How It Works:
Navigate to the current affiliate’s profile.
Scroll to the Customers tab.
Click on the three-dot menu next to the customer you want to move.
Select "Move Customer".
Choose the destination affiliate.
(Optional) Toggle "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer commissions as well.
Click Move — and you’re done!
⭐ Why it Matters:
Quickly reassign customers when affiliates change or need to be rotated
Ensure commission history is preserved and attributed properly
Keep campaigns clean, accurate, and easy to manage
📌 Important Note:
Customers can only be moved within the same campaign.
If the commission transfer toggle is on, only unpaid commissions will be moved to the destination affiliate. Paid commissions will remain with the original affiliate.