Overview
Before diving into affiliate management, ensure your Kajabi site is set up for affiliate use. This includes enabling affiliate features and setting default and offer-level commissions. These are crucial steps for tracking and optimizing affiliate performance effectively.
Create and manage your affiliates in the My affiliates section of your Affiliate Dashboard. Access your Affiliate report for an overview of affiliate data
Click on an affiliate's Name to:
Review their individual affiliate statistics
Override their affiliate Percentage
View which Share Links are available to each affiliate
Create a Manual Transaction to credit your affiliate
Note:
Affiliates do not automatically get added to your Contacts tab. Because affiliates do not need to be customers of your site, they may only exist on your Affiliate Dashboard.
However, if your affiliates complete a Form created on your Kajabi site, purchase an Offer, or are manually imported into your Contacts tab, then you will be able to see your affiliates in both your Affiliate Dashboard and your Contacts tab.
How to invite new affiliates
Manually import new affiliates by sending an invite to join your site.
To invite affiliates:
Open the Sales tab from your Dashboard.
Then, select Affiliates.
Open My affiliates from the top navigation menu.
There, click + Invite affiliates in the top right corner of the page.
Enter the Name and Email Address of your new affiliate(s).
Then, click Invite:
You will receive an email from Kajabi Support to the email associated with your account when the affiliate import process has finished.
Note: You may add up to 500 affiliates with each import.
Use a CSV to import affiliates
You may copy and paste affiliate information into the Invite new affiliates field from a specifically formatted CSV file. Your CSV file must be formatted as below for your affiliates to be accepted and successfully imported into Kajabi:
Format each line as First Name Last Name,Email Address
Do not include extra commas or special characters
Examples:
John Doe,jdoe@example.com
Jane Smith,jsmith@example.com
Activate Affiliate commission
After inviting your affiliates, activate Affiliate commission to credit your affiliates for transactions made with their Share Links. Learn more.
Additionally, you can activate affiliate commissions specifically for certain offers.
From Sales in your Dashboard navigation, click Offers.
Select the desired Offer.
Select the Settings tab.
Toggle on Activate affiliate commissions for this offer to configure the specific payout percentage or fixed amount for that offer.
For custom affiliate links, head to the Affiliates Dashboard and use the Share Links tab to generate referral links that redirect to specific Landing Pages, Sales Pages, or Checkout Pages. Provide affiliates with these unique links for targeted promotions.
To manage payouts, monitor transactions in the Transactions tab of the Affiliates Dashboard. From here, you can export reports for performance reviews and configure automatic or manual payouts.
Note: When opening an exported report CSV file, use TextEdit (for Mac) or Notepad (for PCs).
What happens after I invite an affiliate?
An invited affiliate is marked with an Invite pending banner until they have confirmed their desire to join as an affiliate of your site:
Note: Your invited affiliate will have up to 72 hours to confirm and verify their email before they are successfully added to your site.
How to send the Affiliate Signup Link
Enable self-registration to allow new Affiliate Users to register for your site.
To allow Affiliate signups, first enable your Affiliate registrations:
Open the Sales tab from your Dashboard.
Click Affiliates.
Open Settings from the top navigation menu.
Toggle on Enable Self-Registrations.
After enabling registrations, copy and share the Affiliate sign-up link:
Open the Sales tab from your Dashboard.
Click Affiliates.
Open Settings from the top navigation menu.
Select Copy next to the Share sign-up link field.
Tip: Learn how to create a custom Affiliate Signup Page to customize your affiliate onboarding experience.
Affiliate welcome email
An affiliate welcome email is sent to your affiliates after they've successfully signed up as an affilate of your site.
Default welcome email:
How to edit the affiliate welcome email
To edit the affiliate welcome email copy, add images, and preview it:
Open the Sales tab from your Dashboard.
Click Affiliates.
Select the Settings tab from the top menu.
Scroll down the page to the Welcome email.
Edit your Subject line and Email body.
Click Save to apply your changes.
Then, click Preview welcome email to view how your email will appear to your Affiliates:
How to send an Affiliate Portal login link
New affiliates will receive an email containing their login credentials and the link to log in to their Affiliate Portal.
If you wish to send your affiliates the link to log in directly:
Open the Sales tab from your Dashboard.
Click the Affiliates tab.
Select the Settings tab from the top menu.
In the Affiliate sign-up and registration section, click Copy next to the Login page link and send to your new affiliate:
How to permanently delete an Affiliate User from your site
Deleting an affiliate will permanently remove them from your site, including all related affiliate data such as clicks and conversions.
Open the Sales tab from your Dashboard.
Click Affiliates.
Select My affiliates from the top navigation menu.
Select the name of the Affiliate you wish to remove.
Navigate to the bottom of the page and click Delete.
Complete the prompt.
Click Delete affiliate.