Quick Answer
Create an Affiliate Manager campaign using the lead source you want to track.
Open Marketing → Affiliate Manager → Campaigns, create a campaign, and select a supported source such as a form, survey, calendar, funnel, website, store, or external website.
Assign the appropriate affiliates, publish the campaign, and then review each affiliate profile to confirm that qualifying leads are being recorded with the correct source.
Tracking Affiliate Leads Without Requiring a Purchase
Traditional affiliate programs often measure success through completed sales. That approach does not fully support businesses where the first valuable action is a form submission, survey response, consultation request, or booked appointment.
Affiliate lead tracking allows you to connect those actions to the affiliate who referred the prospect, even when the person has not purchased anything yet.
This is especially useful for service businesses, agencies, consultants, local businesses, and other organizations that use a longer sales process.
Without a properly configured campaign, a lead may enter the contact database without a clear affiliate source. That makes it harder to evaluate campaign performance, recognize productive affiliates, or use a pay-per-lead compensation structure.
Affiliate Lead Tracking at a Glance
The campaign source determines which action or asset is used to record the lead.
Before You Begin
Decide what action you want to track and confirm that the asset is ready before creating the campaign.
- Identify whether the campaign should track a form, survey, calendar, funnel, website, store, or external page.
- Confirm that the selected asset has already been created and published.
- Decide which affiliates should be assigned to the campaign.
- Confirm whether the campaign is for attribution only or will also use a lead-based commission structure.
- Review the branded domain settings if you want referral URLs to use your business domain.
- Test the complete lead path before sharing affiliate links.
Campaign settings can vary by source
Forms, surveys, calendars, stores, and external websites may not display identical configuration or commission options. Review the fields available after selecting the campaign source.
How to Create an Affiliate Lead-Tracking Campaign
Create the campaign from Affiliate Manager and then connect it to the action or asset that should record the lead.
Open Affiliate Manager
Sign in to BizStackPro and select Marketing from the main navigation.
Marketing → Affiliate ManagerOpen Campaigns
Use the Affiliate Manager navigation or dropdown to open the Campaigns area.
Existing campaigns are displayed here along with the option to create another campaign.
Start a New Campaign
Select the available Add or New Campaign option.
Enter a clear campaign name that identifies the lead source or promotion being tracked.
Choose the Campaign Source
Select the source that matches the asset or action affiliates will promote.
Forms
Use a form campaign when the qualifying action is a form submission, such as a contact request, quote request, or lead registration.
Surveys
Use a survey campaign when the affiliate sends prospects to a survey, assessment, questionnaire, or application.
Calendars
Use a calendar campaign when the desired action is an appointment, consultation, demonstration, or discovery call booking.
Funnels and Websites
Select a funnel or website source when the tracked asset is part of a BizStackPro page or funnel experience.
Stores
Select a store source when the affiliate campaign is tied to activity inside a connected store.
External Websites
Use the external website option when affiliates will send traffic to a supported page outside the main BizStackPro site or funnel structure.
Select the source carefully
Choosing a source that does not match the actual lead path may prevent the campaign from recording attribution as expected.
Configure the Campaign
Complete the campaign details after selecting the source. Available fields may vary depending on the type of asset being tracked.
- Give the campaign a clear and recognizable name.
- Add a description that explains the campaign purpose.
- Select or connect the correct form, survey, calendar, funnel, website, store, or external page.
- Assign the affiliates who should be able to promote the campaign.
- Review any available commission or payout options.
- Confirm the referral link or tracking URL before publishing.
Use a branded domain when available
Configure your branded domain under Settings → Business Profile before distributing campaign links if you want supported affiliate URLs to reflect your business domain.
Publish the Campaign
Review the campaign configuration one final time before making it available to affiliates.
Review Campaign Settings
Verify the campaign name, selected source, assigned affiliates, and connected asset before publishing.
Confirm Tracking
Check that the campaign is connected to the correct form, survey, calendar, funnel, website, store, or external page.
Publish the Campaign
Select the available Publish option to activate lead tracking for the campaign.
Test the Referral Link
Complete a test submission before sharing affiliate links publicly to verify that lead attribution is working as expected.
Review Leads from the Affiliate Profile
After publishing the campaign, verify that submitted leads are being connected to the correct affiliate.
Lead Source
Review the recorded source to confirm where the lead originated.
Campaign Attribution
Confirm that each lead has been associated with the intended affiliate campaign.
Contact Details
Verify that the submitted contact information appears correctly inside the affiliate record.
Follow-Up Activity
Use the recorded information to continue your sales or client onboarding process.
Why Use Affiliate Lead Tracking?
- Measure affiliate performance before a sale occurs.
- Support service businesses that rely on consultations, appointments, or quote requests.
- Track multiple lead sources from one affiliate program.
- Improve campaign reporting and attribution accuracy.
- Support pay-per-lead affiliate programs where appropriate.
- Understand which affiliates generate the highest-quality prospects.
Important Tracking Considerations
Campaign Source Matters
External Embeds
Test Before Launch
Frequently Asked Questions
Why can't I use custom embeds for affiliate lead tracking?
Supported lead tracking generally works within compatible BizStackPro assets. External embeds or iframes may not provide the tracking information needed for attribution.
How do I use my own domain for affiliate links?
Configure your branded domain under Settings → Business Profile. Supported affiliate links can then use your business domain where available.
What businesses benefit most from lead tracking?
Service businesses, agencies, consultants, coaches, and organizations that generate leads before making a sale often benefit the most.
Does every campaign include commission settings?
No. Available commission options can vary depending on the campaign source and your account configuration.
