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How-to Move Affiliates between Groups

This guide will walk you through the straightforward process of changing group assignments.

Milos avatar
Written by Milos
Updated yesterday

In Simple Affiliate, "Groups" are used to manage the commission structures and discount code settings for your affiliates. You may need to move affiliates between these groups to update their commission rates or assign them to a new tier in your program.

This guide will walk you through the straightforward process of changing group assignments.

How to Change an Affiliate's Group Assignment

The process for moving one or multiple affiliates is the same. Follow these steps to reassign affiliates to a new group:

  1. Navigate to the "Affiliates Section"

  2. Locate and Select Affiliates: Find the affiliate(s) you wish to move. You can use the search bar to find them by name or use the filter options to narrow down the list. Use the checkbox next to each affiliate's name to select one or more affiliates.

  3. Initiate the Group Change: Once you have selected at least one affiliate, a "Change group" button will appear above the affiliate list. Click this button.

  4. Choose the Destination Group: A dropdown menu will appear listing all of your available affiliate groups. Select the new group you want to move the selected affiliate(s) into.

  5. Confirm the Move: After selecting the new group, confirm the action. The selected affiliates will be instantly moved to the new group.

Important Note: Once an affiliate is moved to a new group, their commission rate, discount code, and any other group-specific settings will be updated immediately to match those of the new group.

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