Sub-account Affiliate Manager

Currently, Affiliate Manager only upgrades a referred lead to "Customer" status when the associated transaction has non-zero revenue. This means that for any business using a free trial as the signup flow, an affiliate-referred lead stays stuck at "Lead" status indefinitely, even though a genuine conversion has taken place. Example: a lead signs up for a SaaS product with a 30 day free trial. The initial transaction value is $0, so Affiliate Manager doesn't recognize them as a customer. Only once the trial ends and the first paid charge goes through would revenue exist, but by then the platform has already missed the actual moment of conversion. This creates two problems: Affiliates referring free trial signups never get credited with converting a lead to a customer, only a "lead." There's no reliable way for a SaaS business to track or notify affiliates when their referral actually becomes a customer, since that status never updates independently of a revenue-generating transaction. Requested enhancement: decouple "Customer status" from "commission generation" in Affiliate Manager. A $0 transaction should still be able to mark a lead as a Customer, reflecting that a sale or signup occurred, while commission logic continues to apply only to non-zero transactions. This protects against generating $0 commission entries while still giving affiliates and SaaS owners accurate attribution and reporting. This would bring Affiliate Manager in line with standard SaaS free trial models, not just flat one-time-payment products.

Current limitations Affiliate settings are tailored to fixed-price products and standardized links. Consultative services generate a variable first invoice that the current payout logic cannot accommodate. Required features First-invoice percentage payout Add a configuration that lets admins assign a specific commission percentage on a client’s first or future invoices Transaction import with commission mapping Provide a bulk import tool for external invoices or transaction records and automatically apply the correct affiliate commissions. Expected benefits Accurate, scalable commission tracking for variable-price services. Elimination of manual reconciliation tasks. Broader affiliate adoption among agencies that sell service packages.

Can we get Custom Values for Affiliates? First Name Last Name Title Bio Headshot Affiliate Link This way we can customize the affiliate funnels to a very personalized level.

I work with solar clients, and they have some kind of comission for their sales people. There is no way to do this within ghl so the only way is to use the affiliate program to calculate comissions. Now if the sales person closes a deal, I want the workflow to trigger and to add a specific amount as affiliate comission to his account. Or dynamic based on parameters. We really need some way to calculate comissions for sales people within the team beyond the affiliate program asap

As of now, 'Add Manual Sales For An Affiliate' in workflows only applies to affiliate campaigns, which have a direct payout selected. Practically it applies to direct to offer strategies (product purchase on the website) or pay per lead campaings only. All consultation businsses are based on commision payouts per closed deal. The lead comes in and will have a setting and closing call, in which he will get send documents/estimates and invoiced from there. As of now it's neither possible to set a document/estimate/invoice template the affiliate campaign goal, nor payment links, nor add non-subscription based products (with one-time pricings or payment plans which are limited in time) in the 'External Website' setting in the campaign goals, nor is it possible to close the client in another streamlined way which allows tracking for the affiliate: The only imaginable way is to create a landing page/shop with an order form and trust the deal closer that he would send the affiliate's link to the client... For obvoius reasons, that's not a viable solution. A similar problem regards the sub-affiliation. To add subaffiliates, the campaign has to have tiers set. To set tiers, you have to have a pay per lead or direct to offer campaing with commissions payout per website purchse, which does not apply to any consultation based business.

Affiliate URL should open with the discount coupon code in it automatically applied for the user to see the advantage and the value of buying from the affiliate URL. Its a useful and practical solution for social media influencers. No need for the coupon code and the URL to be two different parts. It will be even better if original price is crossed and the new price appearing in the checkout box

Please add the Affiliate Manager ID to the Payload body and Webhook for both Affiliate Manager and Lead Affiliate. Also, add these to the v3 public api documentation.

It would be great if the sub-account affiliate payouts can be connected directly to Quickbooks or other accounting software tools to make bookkeeping easier.