Sub Account Affiliate Manager: Move Affiliates to Another Campaign

Elevate Your Campaign Management with Bosseo CRM’s New Sub Account Affiliate Manager Feature

Efficient campaign management is crucial in today’s fast-paced business environment. Bosseo CRM takes this to the next level with its newly introduced feature – the Sub Account Affiliate Manager. This innovative tool allows you to move affiliates seamlessly between campaigns, enhancing your control over affiliate management and optimizing your overall strategy.

What’s New in Sub Account Affiliate Manager?

Under the Sub Account Affiliate Manager, a new feature called “Move to Campaign” has been introduced. This powerful tool allows you to transition affiliates from one campaign to another with ease and precision. You can access it from the Affiliate List page or directly within the Affiliate Profile. Importantly, this feature gives you the option to decide whether existing customers remain under the old campaign or move to the new one. Furthermore, you have the flexibility to toggle the welcome email for the new campaign.

How It Works

• Navigate to Affiliate Manager → Affiliates Page.
• Select the three dots next to the Affiliate → Campaign Actions → Move to Campaign.
• Choose the target campaign.
• Decide on the handling of the affiliate’s existing customers.
• Toggle the welcome email for the new campaign, if necessary.
• Click Move Affiliate to complete the process.

Customer Handling Options

This feature offers two main customer handling options:

• Keep them in the old campaign: Existing customer commissions stay on the old campaign, while new customers will be managed under the new one.
• Move them to the new campaign: Commissions from past interactions remain with the old campaign, but future commissions from existing customers transfer to the new campaign.

Why It Matters

This feature gives you a significant edge in affiliate management. Whether you’re upgrading commissions, reallocating partners, or segmenting your campaigns, this tool provides the flexibility to adapt your strategy as needed while ensuring continuity in tracking and payouts.

An essential aspect of strategic campaign management is maintaining organization and clarity when working with diverse affiliate hierarchies, such as Basic to VIP tiers. The ability to transition affiliates smoothly while having comprehensive control over customer handling ensures minimal disruption and maximum strategic alignment.

Use Cases Across Different Industries

The “Move to Campaign” feature is not only a breakthrough in terms of functionality but also serves various business sectors effectively:

Home Improvement

In the home improvement sector, affiliates often work on seasonal or project-based campaigns. The ability to move affiliates between these campaigns allows businesses to quickly adapt to market demands. For instance, transitioning top-performing affiliates to emerging projects can enhance project success, ensuring skilled partners are working where they are needed most.

Legal Practices

Law firms can benefit from this feature by transitioning affiliates between campaigns that focus on different legal services such as divorce law, real estate, or corporate law. By moving affiliates with specialized knowledge or high client conversion rates to more complex campaigns, law firms can ensure that specific client needs are met with maximum efficacy.

Medical Practices

Medical practices can leverage this feature to manage affiliates who bring patients to various departments such as orthodontics, pediatrics, or general practice. As patient demand shifts or new services are offered, affiliates can be seamlessly transitioned to align with the practice’s growth and operational strategies.

The Road Ahead

Bosseo CRM’s Sub Account Affiliate Manager is set to revolutionize how affiliates engage with your campaigns. By offering unprecedented flexibility and control, this feature not only optimizes affiliate management but also promotes sustained growth across various industries. As businesses continue to evolve, Bosseo CRM ensures you’re equipped with the tools needed to stay ahead.