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2.2 Create an Affiliate/IB

New Affiliate created by an Affiliate Manager
  •  Log in to your Track360 account
  •  Navigate into Affiliate Management > Manage
  •  Click on Create New Affiliate
  •  Enter basic affiliate/IB details:
    •  Affiliate Username: always use the IBs/affiliate's email as a username
    •  Password, create a password and personally save it to later share it with the affiliate/IB
 

If the username is not an email (or invalid email) you won't be able to use all the email's functionalities later with this affiliate/IB (like resetting password, welcome emails, template emails, etc).

 

 

Once saved, the Affiliate/IB information can be modified by Open Affiliate Page and managed by a Manager User

 
  •  The affiliate’s Manager Affiliate will be assigned to the user which created the New Affiliate. To change the assigned Manager Affiliate follow up the step by step in section 2.6, Settings tab
  •  The account will be created with the default status settled by the SuperUser in the Brands section (see more in section 5, under Brand specifications). The Affiliate status must be changed as Active in order to use the platform
New Affiliate self-registration
  •  Go to the Track360 platform login page or the link provided yourdomain.track360.io and select the Sign Up for a New Account button
  •  Enter required account details:
    •  Choose between Person or Company as affiliate, depending on whether you are an affiliate company or an individual affiliate
    •  Fill in required details (name, email, etc.) and click Next
  •  Provide additional details:
    •  Select Partnership Type (set by your admin configuration).
    •  Describe the method of promotion
    •  Read and accept Terms of Service
  •  Submit and create account
    •  The system might ask for uploading additional documentation (if it is needed by the company requirement)
    •  After submitting, the account is created with the default status (settled on the Brand section). It is necessary to set status as Active by an Affiliate/IB Manager
    •  Once your account is active, return to the login page and sign in with your credential
  •  The affiliate’s Manager Affiliate will be assigned to the default configured. To change the default Manager Affiliate follow up the step by step in section 5, Affiliate Default Settings