AFFILIATE - SWITCH FROM FIRST PROMOTOR
HOW TO SWITCH FROM FIRST PROMOTOR TO OUR AFFILIATE SYSTEM
SOULPRENEURS
Last Update há 2 anos
Switching from FirstPromoter to Affiliate Manager
This article will cover how to export your affiliates from FirstPromoter so you can start using the Affiliate Manager directly within your CRM. Follow along to get started.
Step 1: Export your FirstPromoter Affiliate List
Within your FirstPromoter dashboard click the Promoters section
Then click the Export button
Your list will export to your computer.
Step 2: Format the File
Once the export is complete, format your file as a CSV with headers including “First Name”, “Last Name”, “Email-id”, “Phone Number”, “Industry”, and “Website”.
Step 3: Import your Affiliate List CSV File
Navigate to Affiliate Manager > Affiliates
Click +Add and “Upload Affiliates” to import a list
Select a list from your device, map the fields, and confirm the upload.
Once the list is uploaded, you can then create Affiliate Campaigns.
