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Granting Access of Affiliates Into Your Affiliate Program

Approve new affiliates and manage their access through affiliate status changes.

Written by Trackdesk Team

When affiliates sign up to your program, you control whether they get access immediately or have to wait for your approval. After they're in the system, their status can be changed at any time. For example, you might pause an affiliate temporarily or disable an account that's no longer active. This article covers all of it: what each status means, how new sign-ups are handled, and how to change an affiliate's status afterwards.

Affiliate statuses

Every affiliate in your system is in one of three states. The status controls whether they can log in and whether their traffic is collected.

Enabled

Enabled affiliates have full access to the system and their statistics. They can log in, generate tracking links, and receive traffic on their account. When an affiliate's status is set to Enabled, a welcome email is sent to them.

Pending

Pending affiliates are waiting for your approval, or have been manually set to this status. They cannot log in to the system, and any traffic on their tracking links is not collected.

Disabled

Disabled affiliates cannot log in to the system, and any traffic on their tracking links is not collected. Use this status when an affiliate should no longer be part of the program.

Traffic status

Separate from the affiliate status, each affiliate also has a traffic status, which controls whether incoming traffic on their tracking links is collected. The two usually move together, but the traffic status can be toggled independently. This is useful when you want to keep an account active but temporarily stop collecting their traffic.

Approval mode for new sign-ups

You can choose between two approval modes for newly registered affiliates:

  • Automatic approval: new affiliates are accepted into the system immediately.

  • Manual approval: new affiliates land in Pending status and wait for you to approve or reject them.

Automatic approval

Automatically approved affiliates are set to Enabled the moment they finish registration. A welcome email is sent to them right away, with information on how to log in to the system.

Manual approval

Manually approved affiliates land in Pending status after registration. They see a holding page letting them know their registration is being reviewed, and they cannot log in until you approve them.

A "pending welcome" email is sent to them right away. Once you approve them, a second email confirming the approval is sent.

Where to configure it

Set your preferred approval mode in Settings β†’ Affiliates.

Approving or rejecting a pending affiliate

Open the affiliate list, switch to the Pending tab, and use the row actions to approve or reject each pending sign-up. Approving an affiliate sends them a confirmation email and switches them to Enabled.

Changing an affiliate's status

An affiliate's status can be changed at any time from the affiliate list, either one affiliate at a time or in bulk.

From the affiliate detail

Click any affiliate in the list to open the side-modal detail view, where you can update the status directly.

For a larger view, click Preview at the top-right of the side modal to open the full-page view.

Bulk update from the affiliate list

To update several affiliates at once, tick the checkboxes next to them in the list. A prompt appears at the bottom of the screen with the option to bulk update the selected affiliates.

You can change both the affiliate status and their traffic status in the same action.

Emails sent during the approval flow

Depending on the affiliate's path through the approval flow, one of the following emails is sent automatically:

  • Welcome email: sent when an affiliate becomes Enabled, whether through automatic approval, manual approval, or a later status change from Pending or Disabled.

  • Pending welcome email: sent when an affiliate signs up under manual approval, letting them know their registration is being reviewed.

  • Approval confirmation email: sent when a Pending affiliate is approved.

See also

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