Documentation Index
Fetch the complete documentation index at: https://docs.linquid.io/llms.txt
Use this file to discover all available pages before exploring further.
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
| Module | Primary purpose | Typical output |
|---|---|---|
| Programs | Define partner offer and eligibility | Enrollable, policy-complete program |
| Partners | Manage partner lifecycle | Approved, segmented, and governed partner base |
| Enrollments | Process applications/invites | Controlled acceptance funnel |
| Groups | Segment partner cohorts | Targetable groups for policy/messaging |
| Commissions | Approve and audit earnings | Settlement-ready commission ledger |
| Payouts | Execute disbursement cycles | Paid/failed/cancelled payout outcomes |
| Invoices | Period close and reconciliation | Finance-ready records |
| Discounts | Coupon/offer governance | Trackable partner discount performance |
| Bounties | Incentive task workflows | Reviewed and approved bounty outcomes |
| Automation | Rule-driven lifecycle handling | Reduced manual operations workload |
| Messages | Partner communications | Traceable operational communication history |
| Fraud | Risk and abuse review | Reduced invalid payouts and safer partner quality |
| Activity log | Audit visibility | Operator accountability and incident traceability |
Partner onboarding paths
Partners can enter through:- marketplace discovery/application
- direct program invite
- private enrollment workflows
- 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:- qualifying conversion arrives
- commission is generated
- commission is reviewed/approved
- commission moves to payout-ready status
- pending
- approved
- invoiced
- paid
- rejected/fraud/cancelled/refunded/duplicate
Payout lifecycle
Typical lifecycle:- payout batch is created
- payout method checks pass
- payout is processed
- payout status is finalized and logged
- 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
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
/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