Build your affiliate partner portal.
Track partner referrals, commission adjustments and payout reviews together.
How to build your affiliate partner portal
Describe the job
Track partner referrals, commission adjustments and payout reviews together.
Review the first version
Track partner referrals, commission adjustments and payout reviews together.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A affiliate partner portal example
A referred order is cancelled after a provisional commission is recorded.
Affiliate partner portal example
- Record
- Affiliate partner portal · 01
- Owner
- Partner manager
Current stage · Partner manager
Open the partner
A referred order is cancelled after a provisional commission is recorded.
Read the full walkthrough
Open the partner
A referred order is cancelled after a provisional commission is recorded.
- Record:
- Affiliate partner portal · 01
- Owner:
- Partner manager
Review the payout status
Keep the adjustment and source order visible before payout review.
- Stage:
- Review pending
- Owner:
- Channel reviewer
Keep the cancelled order and commission adjustment linked for payout review
Keep the cancelled order and commission adjustment linked for payout review.
- Next action:
- Keep the cancelled order and commission adjustment linked for payout review.
- Owner:
- Partner operations coordinator
What to include in your affiliate partner portal
Keep attribution with the order
Record the partner code, source order and attribution reference so a provisional commission can be traced to the sale that produced it.
Show reversals and adjustments
A cancellation can change the amount being considered for commission. Keep the cancelled order and adjustment alongside the original provisional entry.
Prepare a payout review
Show the commission rule, outstanding adjustment and payout status together. A reviewed amount is not a payment confirmation.
Choose your commission rules
Describe which events earn commission and what happens when an order is returned or cancelled. Preserve the rule version used for each calculation.
Separate referrals from partner activation
This portal handles referral activity after a partner is participating. Use partner onboarding for agreements, training and activation prerequisites.
Questions about affiliate partner portal
Keep the order reference, provisional commission and reversal together so the reviewer can explain the adjusted amount.