**Title: Mastering Affiliate Management: How to Easily Move Customers Between Affiliates**
Affiliate management just got a major upgrade with our latest feature, allowing you to transfer customers between affiliates within the same campaign effortlessly. Whether you’re streamlining your data or optimizing performance, this tool offers a seamless solution.
**Introduction**
For small to medium-sized business owners, service providers, and CRM users like coaches and consultants, managing affiliates has always been a task that required precision and efficiency. With platforms such as HighLevel, Kajabi, HubSpot, and ClickFunnel becoming essential tools in the digital marketing space, integrating a feature to shift customers between affiliates can greatly enhance campaign management.
**What’s New?**
The standout feature here is the ability to move customers manually between affiliates. This new addition is perfect for those moments when you need to reassign a customer without disrupting the flow of your campaign. It also includes the option to transfer unpaid commission history, ensuring affiliates maintain continuity.
**How It Works**
To move a customer, follow a straightforward process:
1. Go to the current affiliate’s profile within your CRM.
2. Locate the Customers tab.
3. Find the three-dot menu next to the customer you wish to move.
4. Select the option to move the customer.
5. Choose the new affiliate you’re assigning the customer to.
6. An optional toggle allows you to also move all associated unpaid commissions to the new affiliate.
7. Confirm the move, and it’s done.
**Why it Matters**
This feature is crucial for several reasons:
– Allows for quick reassignment of customers when there’s a change in affiliate roles or rotations are needed.
– Keeps commission histories intact and correctly allocated to affiliates.
– Supports cleaner, more accurate campaign management, making it easy for users to navigate their CRM systems without confusion.
**Important Note**
Keep in mind that customers can only be moved within the confines of the same campaign. Additionally, the commission transfer toggle will only shift unpaid commissions; those already paid remain with the initial affiliate.
**Conclusion**
Managing your affiliates has never been smoother. By enabling seamless customer transitions and maintaining commission integrity, this feature is a must-have for those dedicated to optimizing their affiliate programs.
**Call to Action**
Start your 14-day trial with us today and join our thriving learning community. We specialize in building custom AI and Automation systems tailored for your business. Get in touch now to transform how you manage your affiliates!
