Add a realtor or other referral contact as an affiliate so you can track the leads they send and assign affiliate tags to organize them.
Before You Start
Before you add affiliates or assign affiliate tags, confirm the following:
Only users with permission to access this module will be able to navigate here. To update your roles and permissions navigate to Settings > Company Settings > Roles and Permissions.
Adding affiliates requires access to the Marketing module, set in Settings > Company Settings > Roles and Permissions.
Affiliate tags are predefined. Create and maintain them in Settings > Smart Reputation > Affiliate Tags. You cannot create a tag on the affiliate record.
Your account can hold up to 10 affiliate tags.
Deleting a tag from your affiliate tag list also removes it from every affiliate it was assigned to.
How to Add a New Affiliate
Navigate to the Smart Reputation Module.
Select the Affiliates tab.
Select + Add Affiliate.
Enter the affiliate details, including any affiliate tags.
Click Create, or Create and Add Another to add more affiliates.
When you create the affiliate:
The affiliate is added to your Affiliates list.
If you entered an email address, the affiliate receives an invitation to access the Affiliate Portal.
Affiliate Details Fields
The Add Affiliate slideout includes these fields:
Name: The name of the affiliate.
Company: The company the affiliate is associated with.
Branch: The branch that leads from this affiliate are funneled to. This field is required.
Email: The affiliate's email address. When an email is entered, the affiliate receives an Affiliate Portal invitation. Leave it blank to skip the invitation.
Phone Number: The affiliate's phone number.
Tags: One or more affiliate tags used to categorize the affiliate, for example Realtors, Senior Living, or Schools. Select from your predefined affiliate tags. You can add or change an affiliate's tags later by editing the affiliate.
Notes: Any additional notes about this affiliate.
Note: Any field marked with an asterisk is required and must be entered before you can create the affiliate.
How to Filter Affiliates by Tag
Use the Tags filter on the Affiliates list to find affiliates by the affiliate tags you assigned.
Open the Smart Reputation module.
Select the Affiliates tab.
Open the Tags filter.
Select one or more affiliate tags.
The Tags filter behaves as follows:
It shows affiliates that have any of the tags you select.
It returns the full Affiliates list when you clear the selection.
It appears only after at least one affiliate tag exists in Settings.
Best Practices
Create your affiliate tag list in Settings before adding affiliates so tags are ready to assign.
Use consistent affiliate tag names, such as Realtors, Senior Living, and Schools, so filtering stays reliable.
Assign affiliate tags as you add each affiliate to keep your Affiliates list organized from the start.
FAQs
Why can't I create a new tag while adding an affiliate?
Affiliate tags are predefined. Create them in Settings > Smart Reputation > Affiliate Tags first. The affiliate record only lets you select from your existing affiliate tags, with no free-text entry.
What happens to an affiliate's tags if I delete a tag?
Deleting a tag from your affiliate tag list removes it from every affiliate it was assigned to. The affiliate records themselves are not deleted.
Why don't I see the Tags filter on my Affiliates list?
The Tags filter appears only after at least one affiliate tag exists. Create an affiliate tag in Settings, then return to the Affiliates list.
How many affiliate tags can I create?
Your account can hold up to 10 affiliate tags. To add another tag once you reach 10, delete an existing affiliate tag first.