Build more engagement with your affiliates by providing them with direct contact information for you or one of your team members.
This will also enable your affiliates to receive information and direction from you directly rather than them attempting to contact Trackdesk support.
Here's how to set up the information.
Adding your contact information
Navigate to Settings -> Affiliates -> Affiliate communication:
In the Contact for affiliates section, fill in the following details:
Contact name — The name of the person your affiliates can reach out to. This field is required.
Email — The email address your affiliates can write to.
Telephone — The phone number your affiliates can call.
Messenger — Choose Signal, Teams, Telegram or WhatsApp, then fill in the phone number or username for that app.
Along with the contact name, fill in at least one way to reach you — an email, a telephone number or a messenger — and click Save.
Your affiliates see the information under Need assistance? in the bottom left corner of their dashboard. Clicking the email, telephone number or messenger opens it directly.
You can review how the information will look like on your own by using the impersonation feature.
Contact details for affiliate managers
If you work with affiliate managers, each manager can have their own contact details. Affiliates assigned to a manager then see their manager's contact instead of the one from Settings.
Navigate to Affiliates -> Affiliate managers and open the manager's detail page
Fill in the fields in the Contact for affiliates section — they are the same as in Settings
Click Save
To stop showing a manager's contact, click Remove in the same section.
Affiliate managers are available on the Enterprise and Network plans.
Priority contact
You can mark one super affiliate manager as the priority contact. Their contact details are shown to every affiliate whose own manager has no contact details, in place of the contact from Settings.
Navigate to Affiliates -> Affiliate managers and open the super affiliate manager's detail page
Fill in their contact details in the Contact for affiliates section
Tick the Priority contact checkbox and click Save
Only one super affiliate manager can be the priority contact at a time. If another manager already holds it, the checkbox is disabled and shows their name. The current priority contact is also listed at the top of the Contact for affiliates section in Settings -> Affiliates -> Affiliate communication.
💡 To change the priority contact's role to Affiliate Manager, untick the Priority contact checkbox first.
Which contact your affiliates see
Each affiliate sees one set of contact details, picked in this order:
The contact of the affiliate manager they are assigned to
The priority contact, if one is set
The contact from Settings -> Affiliates -> Affiliate communication
If none of these is filled in, the Need assistance? block does not appear on the affiliate's dashboard. To check what a specific affiliate sees, impersonate that affiliate.