Managing Customers under Affiliates

Deleting a Customer from an Affiliate

Step 1: Navigate to the Affiliate Profile

• Locate the affiliate whose customer you want to remove.
• Click on the affiliate's name to open their details.

Step 2: Locate the Customer

Step 3: Delete the Customer

What Happens After Deleting a Customer? - The customer will no longer be associated with the affiliate. - Any future commissions from this customer will no longer be generated

Disabling/Enabling a Customer

Step 1: Navigate to the Affiliate Profile

• Locate the affiliate whose customer you want to remove.
• Click on the affiliate's name to open their details.

Step 2: Locate the Customer

Step 3: Disable the Customer

When to disable a customer? Setting a customer as "Disabled," means no further sales will be tracked,

and they will no longer generate commissions. This is helpful for handling fraudulent signups or preventing commission assignments in specific cases.

Deleting Commissions

Step 1: Navigate to the Affiliate Profile

• Locate the affiliate whose commission you want to delete.
• Click on the affiliate's name to open their details.

Step 2: Locate the Commission

Step 3: Delete the commission

Moving Customers cross Affiliates

Important note: - You can only move a customer within the same campaign. - If you choose to move

commissions, only unpaid commissions will be transferred. Paid commissions will remain with the original affiliate.

Step 1: Go to the Affiliate Manager

Step 2: Scroll to the "Customers" Tab

Step 3: Click the Three-Dot Menu (⋮)

Step 4: Choose "Move Customer"

Step 5: Select the Destination Affiliate

Before you begin

“Managing Customers under Affiliates” is part of the Marketing → Affiliates area in Adaptive AI. Manage affiliates, campaigns, commissions, payouts, media, and settings. Campaign, advertising, social, affiliate, and reputation changes should be reviewed as a complete customer journey from creative and destination through attribution and follow-up. The objective is not merely to save a setting; it is to confirm the result works for the staff member or customer who will depend on it.

• Confirm the correct advertising, social, affiliate, or reputation account is connected with the permissions needed to publish or report.
• Define the audience, offer, destination, budget or commission rule, schedule, owner, and measurable success event.
• Prepare approved creative, final copy, working destination links, and tracking parameters before opening the publishing workflow.
• Use draft, preview, or the smallest controlled audience available while validating a new campaign or configuration.
• Review brand, platform, privacy, consent, disclosure, and customer-service requirements that apply to the channel.

Verify the result

After completing the instructions in this guide, use a controlled test before treating the setup as finished. A saved screen or success message confirms configuration, but only an end-to-end test confirms the business outcome.

1. 1Review the final preview for identity, copy, media, destination, schedule, audience, budget, and mobile presentation.
2. 2Publish or activate the smallest safe test and confirm the item reaches the intended account, placement, or affiliate destination.
3. 3Open every public link and verify the landing page, form, calendar, product, or tracked conversion completes successfully.
4. 4Confirm clicks, leads, replies, sales, commissions, or reviews appear under the expected campaign and contact records.
5. 5Compare platform reporting with the destination or payment record before scaling spend, audience size, or payout exposure.

Troubleshooting checklist

If the result differs from what you expected, preserve the current state and isolate one variable at a time. Start with the checks below before deleting the configuration or rebuilding it from scratch.

• Check account connection, role permissions, approval status, billing status, and policy notices when publishing is unavailable.
• Confirm audience filters, schedule, time zone, budget, and delivery status when an active item receives no traffic.
• Inspect the final URL, redirect chain, tracking parameters, form, and conversion action when clicks are present but results are missing.
• Reconnect expired accounts and refresh required permissions when media, pages, profiles, or reporting data disappear.
• Separate creative, delivery, destination, and follow-up problems so each layer can be tested without changing the others.

Best practices

• Use consistent campaign names and tracking parameters so performance can be compared across channels and reporting periods.
• Keep claims accurate, destination content aligned with the creative, and customer consent appropriate to the follow-up channel.
• Change one major variable at a time and record the date so performance changes have an interpretable cause.
• Set spending, commission, and publishing permissions according to responsibility rather than giving every user full control.
• Archive obsolete drafts and disconnected assets while preserving the reporting history needed for business decisions.