Manage affiliates

Create and manage your affiliates in the My affiliates section of your Affiliate Dashboard. Before getting started, ensure your Kajabi site is set up for affiliate use, including enabling affiliate features and setting default and Offer-level commissions. Access your Affiliate report for an overview of affiliate data. Click on an affiliate’s Name to:

• Review their individual affiliate statistics
• Override their affiliate Percentage
• View which Share Links are available to each affiliate
• Create a Manual Transaction to credit your affiliate

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Invite Affiliates

Manually import affiliates by sending an invite to join your site.

1. Open the Sales tab from your Dashboard.
2. Then, select Affiliates.
3. Open My affiliates from the top navigation menu.
4. There, click + Invite affiliates in the top right corner of the page.
5. Enter the Name and Email Address of your new affiliate(s).
6. Then, click Invite.

You will receive an email from our support team to the email associated with your account when the affiliate import process has finished.

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Use a CSV to import affiliates

You may copy and paste affiliate information into the Invite new affiliates field from a specifically formatted CSV file. Your CSV file must be formatted as below for your affiliates to be accepted and successfully imported into Kajabi:

• Format each line as First Name Last Name,Email Address
• Do not include extra commas or special characters
  • Examples:
    • John Doe,jdoe@example.com
    • Jane Smith,jsmith@example.com

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Activate Affiliate commission

After inviting your affiliates, activate Affiliate commission to credit your affiliates for transactions made with their Share Links. Learn more. Additionally, you can activate affiliate commissions specifically for certain offers:

1. From Sales in your Dashboard navigation, click Offers.
2. Select the desired Offer.
3. Select the Settings tab.
4. Toggle on Activate affiliate commissions for this offer to configure the specific payout percentage or fixed amount for that offer.

For custom affiliate links, head to the Affiliates Dashboard and use the Share Links tab to generate referral links that redirect to specific Landing Pages, Sales Pages, or Checkout Pages. Provide affiliates with these unique links for targeted promotions. To manage payouts, monitor transactions in the Transactions tab of the Affiliates Dashboard. From here, you can export reports for performance reviews and configure automatic or manual payouts.

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After inviting an Affiliate

An invited affiliate is marked with an Invite pending banner until they have confirmed their desire to join as an affiliate of your site:

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Send the Affiliate Signup link

Enable self-registration to allow Affiliate Users to register for your site.

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Enable Affiliate registrations

1. Open the Sales tab from your Dashboard.
2. Click Affiliates.
3. Open Settings from the top navigation menu.
4. Toggle on Enable Self-Registrations.

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Copy and share the Affiliate sign-up link

1. Open the Sales tab from your Dashboard.
2. Click Affiliates.
3. Open Settings from the top navigation menu.
4. Select Copy next to the Share sign-up link field.

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Affiliate welcome email

An affiliate welcome email is sent to your affiliates after they’ve successfully signed up as an affiliate of your site.

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Default welcome email

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Edit the affiliate welcome email

1. Open the Sales tab from your Dashboard.
2. Click Affiliates.
3. Select the Settings tab from the top menu.
4. Scroll down the page to the Welcome email.
5. Edit your Subject line and Email body.
6. Click Save to apply your changes.
7. Then, click Preview welcome email to view how your email will appear to your Affiliates.

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Send an Affiliate Portal login link

New affiliates will receive an email containing their login credentials and the link to log in to their Affiliate Portal. If you wish to send your affiliates the link to log in directly:

1. Open the Sales tab from your Dashboard.
2. Click the Affiliates tab.
3. Select the Settings tab from the top menu.
4. In the Affiliate sign-up and registration section, click Copy next to the Login page link and send to your new affiliate.

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Delete an Affiliate User

Deleting an affiliate will permanently remove them from your site, including all related affiliate data such as clicks and conversions.

1. Open the Sales tab from your Dashboard.
2. Click Affiliates.
3. Select My affiliates from the top navigation menu.
4. Select the name of the Affiliate you wish to remove.
5. Navigate to the bottom of the page and click Delete.
6. Complete the prompt.
7. Click Delete affiliate.

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Additional resources

• Create an Affiliate Share Link
• Create a custom Affiliate Signup Page
• Affiliates overview
• Affiliate Portal overview
• Manually add an Affiliate Transaction