# How to Manage Affiliates and Referrals for your Agency in Axumind | Clientlex Learn how to manage your Axumind affiliate program, review affiliate applications, track referrals and commissions, process payouts, and configure program settings. The Axumind affiliate and referral program lets your agency reward people who refer new business. Affiliates receive unique referral links that can be shared with their networks, while your agency can track referrals, monitor commissions, and manage payouts from the admin dashboard. To manage the program, open: /admin/referrals/affiliates The page contains five sections: - **Overview** - **Affiliates** - **Commissions** - **Invoices** - **Settings** ## Overview The Overview section provides an at-a-glance view of your affiliate program. Use it as the starting point for monitoring the program before reviewing individual affiliates, commissions, or payout records. ## Managing Affiliates The **Affiliates** section contains a list of affiliates associated with your agency. The table includes: - **Name:** Affiliate name. - **Email:** Affiliate email address. - **Affiliate ID:** Unique identifier assigned to the affiliate. - **Referrals:** Number of clients referred. - **Conversions:** Number of referrals that have converted. - **Total Earnings:** Total commissions earned. - **Status:** Current affiliate status. - **Joined:** Date the affiliate joined the program. - **Actions:** Available actions for the affiliate. ### Affiliate actions The Actions menu provides the following options: - **View details:** Open the affiliate profile and review their information, referrals, and commission records. - **Disable affiliate:** Disable an affiliate account. - **Copy referral link:** Copy the affiliate referral link for sharing. ### Viewing affiliate details Select an affiliate from the list to open their details. The affiliate profile contains several sections. **Affiliate Information** This section displays the affiliate application and account information: - Name - Email - Affiliate ID - Referral code - Join date - Affiliate status - Promotion channel, based on the affiliate application - Promotion plan - Date the affiliate accepted the program terms **Invoices** View the consolidated approved commissions that are ready for payout. **Payment Details** View the payout information the affiliate saved from their client dashboard. This may include the details needed for the payout method selected by the affiliate. **Payout History** Review referral commissions that have already been paid. The records include payout metadata captured when each payment was made. **Commission History** View the complete commission log associated with the affiliate. **Referral List** Review the clients referred by the affiliate and their respective conversion statuses. ## Managing Commissions The **Commissions** section contains the commission records generated through your affiliate program. Use the available filters to narrow the list by: - **Status** - **Date** - **Affiliate** The commissions table includes: - **Commission ID:** Unique identifier for the commission. - **Affiliate:** Affiliate associated with the commission. - **Referral:** Referred client associated with the commission. - **Source Order/Invoice:** Order or invoice that generated the commission. - **Amount:** Commission amount. - **Date:** Date the commission was recorded. - **Status:** Current commission status. - **Eligible At:** Date the commission becomes eligible for approval. - **Actions:** Available actions for the commission. Use this section to review commission records and their current status. ## Managing Affiliate Invoices and Payouts The **Invoices** section is where you review affiliate invoices and manage the payout process. You can filter the records by: - **Status** - **Payment Method** - **Date** The invoice table includes: - **Invoice ID:** Unique invoice identifier. - **Affiliate:** Affiliate associated with the invoice. - **Referrals:** Referrals covered by the invoice. - **Source:** Source of the invoice. - **Payment Method:** Selected payout method. - **Amount:** Total invoice amount. - **Date:** Invoice date. - **Status:** Current invoice status. - **Actions:** Available invoice actions. The table also supports selecting multiple records using checkboxes, allowing you to apply the available bulk actions to selected invoices. Review the invoice details and payout information before updating their status. ## Configuring Affiliate Program Settings The **Settings** section controls affiliate registration, commission rules, referral attribution, and available payout methods. ### Affiliate Signup Configure how people can apply to become affiliates. **Allow affiliate signup** Enable this option to make the public affiliate signup page available for your agency. **Require affiliate approval** When enabled, new affiliate applications remain pending until an agency administrator reviews and approves them. **Current public affiliate URL** View and copy the public signup URL for your agency. You can also reset the URL to its default value. **Affiliate program path** Customize the path used for your public affiliate signup page. For example: - /affiliates - /partners - /refer Use a single lowercase path. Reserved application paths such as /login, /signup, /cart, /services, /client, and /admin cannot be used. **Affiliate welcome message** Set the message displayed after a successful affiliate signup or application submission. **Affiliate terms** Add the terms affiliates must agree to before joining the program. ### Program Settings Configure the referral tracking and commission rules for your program. **Referral program enabled** Enable or disable referral tracking and commission creation from paid invoices and orders. **Commission type** Choose the commission calculation type. The current setting shown in the form is Percentage. **Commission %** Set the percentage earned by affiliates on qualifying referrals. **Commission mode** Choose when commissions are generated. The available setting shown in the form is Every paid order. **Minimum order value** Set the minimum order value required for a referral to qualify for commission. **Cookie duration** Specify how long referral attribution remains active after someone visits through an affiliate link. **Attribution rule** Choose how a referral is attributed when there are multiple eligible referral interactions. The current setting shown in the form is Last click. **Approval delay** Set the number of days before a commission becomes eligible for manual approval. The approvalDelayDays setting controls this period. **Minimum payout threshold** Set the minimum commission balance an affiliate must reach before qualifying for a payout. **Referral landing page** Choose where visitors should be directed after following an affiliate referral link. The destination must belong to the same tenant. You can enter a path, such as /services/seo-audit, or a full URL on a domain belonging to the tenant. **Program description** Add a description explaining your affiliate program. ### Payout Options Choose which payout methods affiliates can use and provide instructions for each method. The available options are: **PayPal** Affiliates provide a PayPal email address for receiving payments. **Bank Transfer** Affiliates provide the required bank account summary details. **Crypto** Affiliates provide a wallet address and the relevant network. **Account Credit** Commissions can be settled as internal account credit. **Custom / Manual** Use this option for payout arrangements that require manual coordination. Each payout option has its own optional instructions field. Use these fields to explain any requirements or steps affiliates need to follow. **Payout policy notes** Add any additional information about how your agency handles affiliate payouts. ## Managing Your Program Review affiliate applications, referral activity, and commission records regularly. Keep your commission rules, approval requirements, payout options, and affiliate terms up to date so affiliates understand how the program works.