This is a question we get asked a lot! How can I assign existing customers to my affiliates (with the customer having to click affiliate links). This is super easy to do in iDevAffiliate.
The pre-requisite to this set up would be that you’re using email address based tracking. You can enable email address tracking in your admin dashboard at General Settings (top menu) then Customer Tracking.
Once that’s done, you have two options for adding your customer/affiliate relationships.
On the left menu of your admin dashboard, go to Tracking Logs then Email Address Logs. Now in the dropdown (upper right of page), select Email Relationships. Now click Add New. Now you can enter in the customer email address and select the affiliate to assign. From this point forward, purchases and even existing subscription payments will be attributed to the assigned affiliate for commissioning.
On the upper menu of your admin dashboard, go to the Import/Export menu then select Import Customer Relationships. Now follow the instructions. You will download a sample CSV file, populate it with your assignments them import the CSV file.
Once you’ve completed your affiliate assignments, purchases and even existing subscription payments will be attributed to the assigned affiliate for commissioning from that point forward.