Effectively managing customers within your affiliate program is crucial to ensuring accurate commission tracking and the overall success of your affiliate initiatives. Whether you need to remove inactive customers, or control their commission eligibility, having the right tools at your disposal is key to making the process smooth and efficient. Below, we outline the steps for disabling, enabling, and deleting customers, as well as managing commissions, to help you maintain a seamless affiliate program.

Let's start by accessing the Affiliates section of the Affiliate Manager.

Next, locate the affiliate whose customer you wish to modify, and access their Affiliate page by clicking on their name. 

Disabling/Enabling a Customer

To ensure that customers are appropriately tracked within your affiliate program, you may need to disable or enable their status. This can be particularly useful for handling situations where customers are no longer eligible for commissions or need to be reactivated at a later stage.

In the Customers tab, find the customer you wish to disable or enable. Utilize the search bar or filters for quick access.

Next, click the three dots next to the customer's name and select either "Disable Customer" or "Enable Customer" as needed, and confirm your action when prompted.

After disabling, the customer's status will change to "Disabled," and no further commissions will be tracked. You can re-enable the customer by following the same steps and selecting "Enable Customer." 

Removing a Customer from an Affiliate

Occasionally, it may be necessary to completely remove a customer from an affiliate's profile, especially when they are no longer relevant to your affiliate program or have been incorrectly associated.

Click Move Customer to re-assign them to a different affiliate.

Select the affiliate then click move.

Toggle this option to transfer the associated commissions as well.

Click the "Delete" button within the customer's actions menu, and confirm your action when prompted.

The customer will no longer be linked to the affiliate, and future commissions from this customer will no longer be generated.

Deleting Commissions

You may also need to delete commissions, such as in cases where a commission requires correction. To do so, first view the commissions associated with the customer. 

Next, head to the Commissions tab, where you can locate the specific commission you wish to delete.

📌Note: Only denied commissions can be deleted, so if necessary, deny the commission first.

After denying the commission, click the three dots next to it and select “Delete.” Confirm your action when prompted.

By utilizing the tools to disable, enable, and delete customers, as well as manage commissions, you ensure that your affiliate program runs smoothly and remains well-organized. This flexibility allows you to keep your program efficient, transparent, and responsive to changes. Whether you are handling inactive customers, correcting commission issues, or making necessary adjustments, these features help you maintain accurate and effective affiliate management.