Automations make life easier! This is especially true when managing your affiliates' tiers. By setting clear goals for your affiliates, you can motivate them to drive more conversions and achieve better commission rates. With our affiliate tier automation feature, this process becomes seamless. Read on to learn more about how it works.
This feature is included in the Starter plan and higher.
Feature update history
21/11/24
Introduced periodic metric checks for tier transitions.
Added conversion type filtering for automations.
Setting up global automation
Navigate to Settings -> Affiliates -> Tiers. If you have more than one tier available, you’ll see an option to set up automations.
Automation Modes
There are two primary modes of automation:
Lifetime:
Affiliates are promoted to a higher tier when they meet the set requirements. Once promoted, they remain in that tier unless changed manually.Periodical:
Affiliates are promoted to a higher tier when they meet the requirements for a specific period (e.g., daily, weekly, or monthly). To remain in the tier, they must consistently meet the set requirements during each period.
Metrics for Automation
Automations can use one of three metrics (metrics cannot be combined):
Revenue: Affiliates move to a higher tier once a specific revenue threshold is reached.
Payout: Affiliates move to a higher tier based on the total payout they receive.
Conversion Count: Affiliates move to a higher tier after achieving a set number of conversions.
You can also filter automations by specific conversion types. For instance, you can limit automations to include only sales-related conversions.
Setting individual automations
After configuring the global metric, you can specify the threshold amounts for each tier.
If you leave the metric field empty for a tier, that tier will not have any automation.
We recommend leaving automation off for the highest tier to prevent unnecessary movements.
Once configured, you’ll see the automation conditions displayed in the tier listing.
Tier Movement Behavior
Lifetime Mode
Tiers are updated daily at midnight.
Periodical Mode
Daily: Tiers are updated daily at midnight.
Weekly: Tiers are updated every Monday at midnight.
Monthly: Tiers are updated on the 1st day of each month at midnight.
Specifics of Periodical Movement
Affiliates can skip multiple tiers at once if they meet the criteria for higher tiers within the set timeframe.
Similarly, affiliates can drop multiple tiers if they fail to meet the criteria for their current tier.
Example Scenario
You have three tiers: Bronze, Silver, and Gold.
Silver: Requires $1,000 revenue each month.
Gold: Requires $2,500 revenue each month.
A Bronze affiliate generates $3,000 in revenue in one month.
They ascend directly to the Gold tier.
The following month, the same affiliate generates only $500 in revenue.
They drop directly back to the Bronze tier, as they fail to meet the requirements for either Gold or Silver.
This feature simplifies affiliate management and incentivizes performance, saving you time and driving better results for your program!