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:
Adding affiliates and assigning affiliate tags requires access to the Marketing module. To update your roles and permissions, go to 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 Assign Affiliate Tags to Several Affiliates at Once
Assign one or more affiliate tags to a group of affiliates in a single action instead of editing each affiliate individually.
Open the Smart Reputation module.
Select the Affiliates tab.
Select the checkbox next to each affiliate you want to tag. To select every affiliate shown on the page, use the checkbox in the table header. An action bar appears above the table showing how many affiliates are selected.
Select Add Tags in the action bar. The Add Tags window opens.
Open the Select tags... dropdown and select one or more affiliate tags. The Add Tags button becomes available once at least one tag is selected.
Select Add Tags. The window closes, a "Tags added!" confirmation appears, and the tags show in the Tags column for each selected affiliate.
Keep the following in mind when assigning affiliate tags in bulk:
Bulk tagging adds to the tags an affiliate already has. It never replaces them.
If a selected affiliate already carries one of the tags you chose, that affiliate is left as it is and the tag is not added twice.
Tags applied in bulk behave exactly like tags added by editing one affiliate, including how they feed campaign targeting.
Selection applies to the affiliates on the page you are viewing. Tag that page, then move to the next page and repeat.
Add Tags appears only after at least one affiliate tag exists in Settings > Smart Reputation > Affiliate Tags.
The Add Tags window links to the Affiliate Tags page so you can manage your tag list. Selecting that link closes the window without applying anything.
Select Clear in the action bar to deselect every affiliate without changing any tags.
How to Clear Affiliate Tags from Several Affiliates at Once
Remove every affiliate tag from a group of affiliates in a single action.
Open the Smart Reputation module.
Select the Affiliates tab.
Select the checkbox next to each affiliate whose tags you want to remove. The action bar appears above the table.
Select Clear Tags in the action bar. A confirmation window titled Clear all tags? opens and reads "All tags will be removed from the selected affiliates. This action can't be undone."
Select Clear Tags in the confirmation window. The window closes, a "Tags cleared!" confirmation appears, and the Tags column is empty for each selected affiliate.
⚠️ Warning: Clearing affiliate tags in bulk cannot be undone. The only way to restore the tags is to assign them again.
Keep the following in mind when clearing affiliate tags in bulk:
Clearing removes every tag from each selected affiliate. It does not remove some tags and keep others.
The affiliates themselves are not deleted. Only their tags are removed.
Your affiliate tag list in Settings > Smart Reputation > Affiliate Tags is not affected. The tags stay available to assign again.
Select Cancel in the confirmation window to leave every tag in place.
Clear Tags is available whenever at least one affiliate is selected, including when none of the selected affiliates carry a tag.
How Affiliate Tags Appear in the Affiliates List
The Affiliates list includes a Tags column showing the affiliate tags assigned to each affiliate.
Up to 3 tags appear in the column for each affiliate.
An affiliate with more than 3 tags shows the first 3 followed by a badge reading + and the number of tags still hidden, for example +2 more. Hover over that badge to see the hidden tags.
An affiliate with no affiliate tags shows an empty Tags column.
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.
Use the checkboxes on the Affiliates list to tag a group of affiliates in one pass rather than editing them one at a time.
Filter or search the Affiliates list first, then select the rows you want. The bulk actions apply only to the affiliates shown, so a filtered view keeps the group tight.
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.
Does assigning affiliate tags in bulk replace the tags an affiliate already has?
No. Bulk tagging adds the tags you select to each affiliate's existing tags. If an affiliate already carries one of those tags, nothing changes for that affiliate and the tag is not duplicated.
Why can I only select affiliates on one page at a time?
Selection on the Affiliates list applies to the affiliates shown on the page you are viewing. Tag that page, then move to the next page and select again. There is no limit on how many affiliates you can select on a single page.
Why don't I see the Add Tags action on the Affiliates list?
Add Tags appears only when your account has at least one affiliate tag. Create an affiliate tag in Settings > Smart Reputation > Affiliate Tags, refresh the Affiliates list, then select your affiliates again. Clear Tags is available whenever affiliates are selected, whether or not any tags exist.