Affiliates Report

Kayla M.

Updated

Partnerships can be a game changer for a business. They enable you to spread your reach by expanding your sphere of influence.

With the Growth and Pro Plans, Kajabi empowers you to form partnerships via the Affiliate Program. Learn to track your Affiliate data with the Affiliates Report.


In this article:


Can't access the Affiliates Report?
The Affiliates Report is only available with the Growth and Pro Plans. Learn more about our Growth and Pro Plans at kajabi.com/pricing.

What is an affiliate?

An Affiliate is someone who shares a link leading to a section of your site (Offer, Checkout, Funnel Page, etc.) and in turn receives a percentage of the profit you make from anyone who clicks on that Share Link and completes a purchase on your site.  

Your Affiliate User can present a Share Link to their audience through Facebook, Twitter, YouTube, email, another website, etc.

The Affiliate User receives a percentage of each sale made from anyone who clicks on their Share Link and then completes a purchase on your site within 30 days using the same browser. 

Note:
Although you can track clicks for specific share links, there is no way to determine which Affiliate Link was used by a specific customer, or the Affiliate credited.

How does the Affiliate Program work?

Affiliate conversions are tracked by cookies in a user's browser. This means if a user clicks on an Affiliate's Share Link and purchases an Offer, your Affiliate will be credited with a commission value. 

When a user clicks an Affiliate's Share Link, the cookies will remain in the user's browser for at least 30 days and up to 90 days, unless another Affiliate's Share Link is clicked. 

Learn more about the Affiliate Program.

Note:
If a customer clicks an Affiliate's Share Link but then purchases an Offer from a different browser, on a separate device, or clears the cache and cookies in their browser, the Affiliate will not be credited with the commission value. 

How to access your affiliates report

  • Open the Analytics tab from your Dashboard.
  • Then, select the Affiliates card:

Access_Your_Affiliates_Report.png


Understanding your affiliates report

Your Affiliates Report provides you with easy-to-read data displaying your Affiliates in rank order. Your Affiliates are ranked based on their total amount of revenue with the highest ranking at the top and the lowest ranking at the bottom. The Affiliates Report is displayed in 30 day segments to help you easily track you Affiliate stats on a monthly basis.

Additionally, the Affiliates Report includes each Affiliate's:

  • Revenue
  • Commission earned
  • Conversions
  • Total Clicks
  • Conversion Rate
  • Last Sale made
  • Override Percent
  • Email
  • PayPal Email (for mass payment export):

View by affiliate

Narrow your focus further and access more information for each Affiliate:

  • Click their name.
  • Take a look at their Referred Board.

In this view, you can see each customer referred by your Affiliate and the specific Offers purchased:

Note:
The Referred Board is limited to 1000 records.

Use filters

You can also use filters in the right sidebar to locate a specific Affiliate and access their Referred Board.

Search by Affiliate:

  • Navigate to the right sidebar.
  • Enter the Affiliate's name or email into the search filter.
  • Click Apply.
  • Click the name of your Affiliate to access their Referred Board:

Use_Affiliate_Filters.png

Notice a discrepancy between the number of conversions and the number of customers that purchased through an Affiliate?
If a customer is in the midst of a trial or a Free Offer was purchased, their transaction is not recorded as a purchase.

Exporting the affiliates report

Export your Affiliates Report based on your specified date range and filters:

To export your Affiliates Report:

  • Open the Analytics tab from your Dashboard.
  • Then, select the Affiliates card.
  • Filter by date, name, and/or email.
  • Click Export.
  • Select your desired report to begin exporting:

Locate your exported report in your computer downloads folder. Your CSV file will be titled "affiliate_report" or "paypal_mass_payment_compatible" with your specified date range included in the title.

Exporting the report for PayPal Mass Payment

What is PayPal Mass Payment, and how do I send it? Check out PayPal's Guide to learn more about Mass Payment.

Export a PayPal Mass Payment Compatible report to streamline your payout process:

  • In your Affiliates Report or your Affiliate tab, click Export.
  • Select Paypal Mass Payment Compatible:

5C352CD7-309C-41EA-9E43-B233459520C9_4_5005_c.jpeg

To match PayPal's Mass Payment file requirements, the PayPal Mass Payment Compatible report includes:

  • Column 1: Affiliate PayPal email
  • Column 2: Commission amount
  • Column 3: default customer currency code

PayPal Mass Payment Compatible report:
5117F252-E620-4E34-AFC1-10F844837CD2_4_5005_c.jpeg


Exported Data

The following data is exported with the Affiliate report:

  • Name
  • Email
  • Revenue
  • Commission
  • Conversion
  • Conversion Rate
  • Total Clicks
  • Last Sale
  • Override Percentage
  • Paypal Email

Frequently asked questions

Do affiliates get paid automatically?

No, if you've toggled on Give an affiliate commission in your Offers, this information will be tracked by Kajabi and held in your Affiliates tab. You can then manually pay your Affiliates via PayPal, Stripe, or any payment method of your choice.

Learn How to Activate an Affiliate's Commission in an Offer.

What if the Offer is a Subscription?

If you choose to activate Affiliate commissions for a Recurring Subscription Offer, the Affiliate commission is set for the lifetime of that customer's subscription.

For example, if a customer purchases a monthly subscription Offer and pays each month, your Affiliate(s) will get a monthly commission each month the customer continues to pay for the customer's lifetime.

Why does the affiliate report have a commission value when there are 0 clicks and 0 conversions?

Related to Recurring Subscription Offers, the Affiliate commission is set for the lifetime of the customer's subscription. Affiliate conversions are credited when a customer initially purchases the Offer.

All payments following the initial purchase will be credited to the Affiliate's commission value, while the number of clicks and conversions will not count the remaining subscription payments made. 

What happens if a user clicks on two separate Affiliate Share Links and then purchases?

The commission value is attributed to the last Share Link clicked prior to purchase. If a customer clicks another Affiliate's Share Link prior to purchasing an Offer, the initial link will be overridden.

Why is there a discrepancy between my Affiliate Transactions and the Affiliate Report?

If you've set up a Commission Override Percentage, it's important to note that within your Affiliate Transactions you may see a different Commission Override Percentage for individual transactions attributed to the same Affiliate. Because the Override Percentage can be adjusted, the transactions will reflect whatever percentage was in place at the time the specific transaction took place.

With this in mind, you may notice differences in your Affiliate Transactions compared to the Affiliate Report. This is due to the Affiliate Report displaying the Override Percentage for the most recent transaction credited to the Affiliate within the timeframe selected.


And that's an overview of the Affiliates Report! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!

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