​

Affiliate Program Operations Reference

This is the complete operator reference for affiliate and partner modules.

​

Program owner operation areas

Main control areas:

• programs
• partners
• groups/segments
• categories
• referrals
• partner comments/notes
• enrollments/applications
• commissions
• payouts
• invoices
• customers and campaigns (affiliate context)
• fraud and activity logs
• discounts
• bounties
• automation rules
• messaging

​

Program-owner module matrix

​

Partner onboarding paths

Partners can enter through:

• marketplace discovery/application
• direct program invite
• private enrollment workflows

Invitation and enrollment operations include:

• owner-issued invite lifecycle
• partner acceptance/decline handling
• enrollment status transitions with audit visibility

​

Partner status operations

Common partner states include review, approval, active operation, and restricted/blocked states. Common enrollment/partner lifecycle states include:

• pending
• approved
• rejected
• invited
• declined
• deactivated
• banned
• archived

​

Commission lifecycle

Typical lifecycle:

1. qualifying conversion arrives
2. commission is generated
3. commission is reviewed/approved
4. commission moves to payout-ready status

Common commission statuses include:

• pending
• approved
• invoiced
• paid
• rejected/fraud/cancelled/refunded/duplicate

​

Payout lifecycle

Typical lifecycle:

1. payout batch is created
2. payout method checks pass
3. payout is processed
4. payout status is finalized and logged

Supported payout operations can include Stripe-based and PayPal-based payout flows depending on workspace configuration. Common payout statuses include:

• pending
• processing
• sent or processed
• completed
• failed or canceled

​

Messaging and engagement

Available operations include:

• direct partner messages
• bulk/broadcast messaging
• marketplace and invite follow-up

Messaging should be segmented by partner stage (new, active, high-performing, at-risk) to improve engagement quality.

​

Groups, discounts, and bounties

​

Partner groups

Use groups to:

• segment partner cohorts
• apply group-specific program operations
• simplify partner targeting in campaigns and reviews

​

Discounts

Use discount workflows to:

• issue partner-linked discount structures
• manage flat vs percentage discount behavior
• track discount usage in affiliate context
• validate discount eligibility behavior before campaign launch
• run discount validation checks against partner/program constraints
• run discount validate checks before activating live partner promotions

​

Bounties

Use bounties for:

• submission-based partner tasks
• performance-based goal incentives
• review/approval workflows for submissions

​

Referrals

Referral views help operators:

• track referral relationships and invited growth loops
• attribute program growth to partner referral behavior
• identify high-performing partner acquisition sources

​

Categories

Categories are used to:

• classify programs and partner opportunities
• improve marketplace filtering and discovery
• align internal reporting across similar partner types

​

Partner comments and notes

Comment workflows support:

• internal review context on partners/applications
• audit trail for approval or rejection rationale
• collaboration between affiliate managers and finance/risk operators

​

Marketplace controls

Program owners can control:

• listing visibility
• application requirements
• eligibility criteria
• partner-facing positioning

​

Automation controls

Automation rules can be used to:

• auto-approve or reject partner flows under defined conditions
• assign partners to groups
• issue operational notifications
• create deterministic handling for repetitive program operations

​

Messaging and invitation operations

Use invitations and messaging together to manage funnel quality:

• invite targeted partners directly
• track pending, accepted, and expired invite outcomes
• send onboarding and policy reminders
• broadcast updates for payout windows and program changes

​

Fraud and compliance controls

Fraud tooling supports:

• partner and customer anomaly checks
• suspicious-source pattern detection
• payout risk gating
• case/group-based fraud review

​

Activity logs and operator audit trail

Activity-log surfaces help teams:

• review partner/program state changes over time
• audit who changed commission/payout/enrollment states
• investigate unexpected operational behavior quickly

​

Invoices and financial close

Use invoice views for:

• payout period reconciliation
• partner-facing settlement records
• internal finance handoff before disbursement

​

Operational best practices

• set clear approval criteria before enabling marketplace
• keep commission policy explicit and versioned
• require payout profile completeness before approval
• review fraud dashboard before each payout cycle

Related:

• /user-guides/manual/ecosystem/affiliates-and-partners
• /user-guides/manual/ecosystem/partner-portal-reference
• /user-guides/manual/data/conversions-customers
• /user-guides/manual/data/exports-and-operational-checks