Overview
Smart Marketing allows you to send email campaigns to your affiliates once Affiliate Contact Sync is enabled. This feature syncs affiliate records into Smart Marketing so you can include them in one-time or automated campaigns.
Affiliate Contact Sync is disabled by default and must be manually enabled. Access depends on your SmartMoving plan and whether your account includes the Affiliates feature.
Before You Start
Before enabling Affiliate Contact Sync, confirm the following:
Your company is on the Growth plan, or on the Essentials plan with the Affiliates enabled.
Your account has access to Smart Marketing.
You understand that synced affiliates count toward your Smart Marketing billable contacts.
Note: If your account does not include the Affiliates feature, you will not be able to enable Affiliate Contact Sync.
How Affiliate Contact Sync Works
Affiliate Contact Sync is turned off by default for all accounts.
Once enabled, all affiliates with an email address are synced into Smart Marketing.
Synced affiliates count toward your Smart Marketing billing.
Affiliate contacts are updated automatically each night to reflect new, updated, or removed affiliates.
How to Enable Affiliate Contact Sync
Navigate to Settings > Smart Marketing > Affiliate Contacts Sync.
Toggle the setting on.
Review the confirmation message explaining that contacts will begin syncing and will count toward billable contacts.
Confirm to activate syncing.
Once enabled, affiliate contacts begin syncing automatically.
Creating Email Campaigns for Affiliates
After Affiliate Contact Sync is active, you can create campaigns specifically for affiliates.
Supported Campaign Types
Affiliate audiences are available for:
One-time campaigns
Automated campaigns
They are not available for Drip campaigns yet.
Creating an Affiliate Campaign
Go to Smart Marketing.
Create a new campaign (one-time or automated).
When prompted to select recipients, choose Affiliates instead of Customers.
Build your email content.
Use merge tags such as Contact Name and brand merge tags as needed.
Schedule the campaign.
đĄ SmartTip: Automated campaigns are ideal for affiliate welcome emails that send automatically whenever a new affiliate is created.
Targeting Affiliates by Tag in a Smart Marketing Campaign
When you build a Smart Marketing affiliate campaign, you can narrow the audience to specific affiliate tags so the right affiliates receive the right message. Selecting affiliate tags is optional.
How to target affiliates by tag
Create or edit an affiliate campaign in Smart Marketing and go to the audience step (the Target Affiliates step).
In the affiliate tag filter, select one or more affiliate tags. The audience count updates to show how many affiliates match your selection.
When you select two or more affiliate tags, choose how the tags combine using the match option: any (OR) includes an affiliate that has at least one of the selected tags, and all (AND) includes an affiliate only if it has every selected tag. Changing the match option recalculates the audience count.
Review the audience count, then continue building and schedule the campaign. Only affiliates that match the selected tags and match option receive the campaign.
What the affiliate tag filter does in a Smart Marketing campaign
With no affiliate tags selected, the Smart Marketing campaign targets all active affiliates. The campaign launch summary shows All Active Affiliates.
The affiliate tags you select appear on the campaign detail page and on the campaign launch summary page.
Affiliate tags are created and managed in Settings. An account can have up to 10 affiliate tags, and each tag name can be up to 25 characters.
Affiliate tag targeting limitations in Smart Marketing
If your account has no affiliate tags, the affiliate tag filter has no options to choose. Create affiliate tags in Settings first.
If you choose the all (AND) match option and no affiliate has every selected tag, the audience is 0 affiliates. The campaign can still be scheduled or sent, so check the audience count before you send.
đĄ SmartTip: To give each affiliate a personalized link to their own portal, add the Affiliate Portal special link in your email template. See How to Add an Estimate Link and Opportunity Merge Tags in Smart Marketing Templates.
Scheduling, Tracking, and Managing Affiliate Communication
Once an affiliate campaign is created, you can control when it sends, track engagement, and manage which affiliates receive communication.
Scheduling and Sending
Campaigns can be scheduled to start at any date and time.
Automated campaigns run on a daily schedule based on your configuration.
Once scheduled, the campaign is clearly labeled as an affiliate campaign.
Tracking and Reporting
For affiliate campaigns, Smart Marketing provides:
Recipient tracking
Open rates
Click-through rates
Note: Attribution and opportunity-based reporting are not available for affiliate campaigns.
Managing Affiliate Communication
Affiliates can be deactivated if they should no longer receive email communication.
Deactivated affiliates are excluded from future affiliate campaigns.
Active affiliates remain synced unless Affiliate Contact Sync is turned off.
Troubleshooting
I can see Affiliate Contact Sync but canât turn it on
Your plan includes Smart Marketing but does not include the Affiliates feature.
My affiliates are not receiving emails
Confirm the affiliate has an email address and is active in the Affiliates list.
My billable contact count increased
Synced affiliates are included in Smart Marketing billing once Affiliate Contact Sync is enabled.