How-to Steps

Navigate to Affiliate Manager:
- Open your Affiliate Manager dashboard.
Create a New Campaign:
- Click on the 'Add' button on the Campaign Page.

Select the Source:
- Choose Forms, Surveys, or Calendars as your lead source.

Note: Currently we only support lead tracking for campaigns with forms, calendars, and surveys. So Users will not be able to define commission settings for such campaigns

Configure the Campaign:
- Assign Affiliates to the campaign.
- Add a description and review any additional settings as needed.

Note: The affiliate campaign URL will pick the default domain if no branded domain is added to the account. Users can add their branded domain in Settings -> Business Profile -> Branded Domain. Once added, the new domain will automatically reflect in all affiliate campaign URLs.

Publish the Campaign:
- Publish your campaign to start tracking leads.
- Click on the 'Publish' button
Track Leads:
- Access the Source field in the Lead tab of the Affiliate Profile Page to monitor leads.
- Custom Embed/Iframes are not supported for lead tracking

Benefits

Efficient Tracking:
- Track leads directly from forms, surveys, and calendars without requiring purchases.
Ideal for Service Industries:
- Perfect for clients in service industries who rely on appointments, submissions, and leads.

Pro Tips

Embed/Iframes Limitations:
- Custom Embed/Iframes are not supported for lead tracking. Ensure forms, surveys, and calendars are added as components inside a funnel/webpage.
Branded Domains:
- Users can add their own domain to reflect on the referral URL by going to Settings -> Business Profile -> Branded Domain. The new domain will automatically reflect on referral URLs.

FAQ/Use Cases

Why can't I use custom embeds for lead tracking?
- Custom embeds are not supported to ensure accurate lead tracking. Add forms, surveys, and calendars directly to your funnel/webpage.
How can I use my domain for referral URLs?
- Go to Settings -> Business Profile -> Branded Domain to add your domain. Once added, it will reflect on the referral URLs automatically.
What industries benefit most from this feature?
- This feature is particularly beneficial for service industries that depend on leads generated from forms, surveys, and calendar bookings.

This new feature enhances your ability to track and manage leads, providing valuable insights and ensuring compliance across various lead sources.