The Affiliates>My Affiliates tab is where you'll go to review new and existing affiliates in your program. Here your affiliates will be listed in table format. Within the table, you'll be able to see key details about your affiliates such as the affiliate's name, email, revenue generated, the number of clicks and orders they've recently referred. Affiliates are split into 3 different categories: Pending, Approved, and Denied.
Pending Affiliates
Found on the Affiliates>My Affiliates>Pending tab:
This is where you'll go to view potential affiliate partners who've applied to join your program. To see more information about an affiliate, you can click on their name. This will open a drawer which shows the affiliate's contact information and their answers to your registration form questions. From here you can approve or deny their application:
Approving and denying affiliates
To approve or deny a pending affiliate back on the Pending affiliates tab, you can use the buttons all the way on the right. You can also click the checkbox in the header of the table (next to the 'Name' field). All affiliates on the current page (up to 50) will be selected in bulk. For pending affiliates, you can bulk approve or deny their applications:
Manually Add an Affiliate
You can click the Add Manually button on the top right next to the Filter button. This will open the Create New Affiliate page. From here you can manually enter an affiliate's information (if you want to import an affiliate you're already working with or maybe save a potential affiliate partner's time by entering their information for them).
Important Note: You'll need to set the affiliate's password so they access their affiliate dashboard. It's not secure to share passwords via email, so you can always just prompt the affiliate to reset their password before logging in for the first time.
Approved Affiliates
You can go to the Approved tab to find your approved affiliates:
Change an affiliate's offer
To change an affiliate's offer, click the More Actions button on the right and choose "Change Offer":
Once selected, a popup will appear where you can choose the affiliate's new offer using the search box.
You can also click the checkbox in the header of the table (next to the 'Name' field) to select up to 50 affiliates at a time and move those affiliates into different offers in bulk.
Search and filtering
Search
In the search box at the top of the page, you can find affiliates using their name, affiliate ID, email, or company name. The page will immediately update to show matching results.
Filtering
You can filter down the affiliate list based on the revenue driven by affiliates, pending commission payments, or number of conversions:
Saving and sharing views with others
When applying filters or sorting affiliates, the URL in your browser will update with the filters you've applied. You can bookmark the new URL to return to this view later or simply copy the URL to share with a colleague.
For example, here is the full URL showing a filtered list of affiliates who have at least 1 pending conversion:
https://app.refersion.com/affiliates?pendingConversions=hasAny#approved
Denied Affiliates
You can go to the Denied tab to find any affiliates that you've previously denied. Denied affiliates can NOT re-apply to your program again in the future. From the Denied affiliates tab though, you can reset an affiliate's status to pending and then approve them to trigger your account's welcome email.
That's it! Hopefully, these tips help you manage your affiliates quickly and effectively. If you have additional questions, you can send us an email at [email protected].












