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Affiliates

How to manually record a sale for an affiliate (offline sale or no link used)

Under Marketing › Affiliate Manager › Affiliate, open the affiliate's profile, go to the Commissions tab and click Add Sales Manually. Import an existing transaction (by the customer's email) or record a new sale with the amount; the commission is calculated automatically from the campaign rate.

Updated on

Before you start

  • The affiliate must be in a published campaign (the commission is calculated from that campaign's rate).
  • Have the customer's email and the sale amount; if a transaction already exists in Elooo CRM, the email is enough to find it.
  • Suspended affiliates can't receive manual sales; unsuspend them first.
Where to find it

Marketing › Affiliate Manager › Affiliate › (profile) › Commissions › Add Sales Manually

Step by step

  1. Open Marketing › Affiliate Manager › Affiliate and open the affiliate's profile.
  2. Go to the Commissions tab and click Add Sales Manually.
  3. Choose Import Existing Transaction.
  4. Enter the customer's email and pick the campaign.
  5. Review the transactions found and select the one to attribute.
  6. Confirm and submit. The commission appears in the list at the campaign rate.

Record a sale that isn't in the system (offline)

  1. On the affiliate's profile, Commissions tab, click Add Sales Manually.
  2. If the customer doesn't exist yet, add them as a new lead (name and email).
  3. Enter the sale amount. The commission is calculated automatically from the campaign's default commission (for example, a 100 sale at 20% = a 20 commission).
  4. Optionally add the transaction date and a reference number (invoice, receipt).
  5. Submit and save.

Automate it with a workflow

  1. In Automation › Workflows, add the Add Manual Sales For An Affiliate action.
  2. Choose whether the sale goes to the affiliate from the contact's first or latest interaction.
  3. Pick the campaign and enter the revenue amount (you can use a contact field).
  4. Save and publish the workflow.

Tips

  • Use manual sales for trade shows, events, phone sales or word-of-mouth referrals where the link was never clicked.
  • The reference number helps you reconcile with invoicing later.
  • If this affiliate has a custom commission, that rate is the one applied.

Common problems

  • I can't find the transaction when importing → Check the customer's exact email (the one used at purchase) and the right campaign. If the purchase happened outside Elooo CRM, record it as a new sale instead of importing.
  • The calculated commission is wrong → The rate comes from the selected campaign (or the affiliate's custom commission). Check which campaign you picked and the configured rate.
  • The Add Sales Manually button isn't available → The affiliate is suspended. Unsuspend them from the three-dot menu in the affiliate list.
  • I recorded the sale on the wrong affiliate → There's no automatic reassignment of a manual sale; record the sale on the right affiliate and handle the wrong commission during payout approval.

Frequently asked questions

Does a manual sale count toward level-up milestones?

Sales attributed to the affiliate, including manual ones, count in their customer and revenue stats.

Does the new customer created here show up in contacts?

Yes, they now exist as a contact and as a lead under the affiliate.

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