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How to Set Up Your First Affiliate Campaign in BizStackPro

BizStackPro Affiliate Manager Help

How to Set Up Your First Affiliate Campaign in BizStackPro

Choose the campaign source, connect the destination and products, configure commissions, assign affiliates, and publish the campaign so referral tracking can begin.

Quick Answer

Build and test the offer before publishing the affiliate campaign.

Go to Marketing → Affiliate Manager → Campaigns, create a new campaign, select the funnel, website, store, or supported destination affiliates will promote, and choose the landing page.

Review product eligibility, configure commission rates, assign affiliates, add campaign details, and save the campaign as a draft until the links and purchase process have been tested. Publish only when the complete referral path is ready.

Setting Up Your First Campaign Without Missing Important Connections

An Affiliate Manager campaign connects the offer affiliates promote with the destination page, eligible products, tracking rules, commission structure, and participating affiliates.

The campaign itself does not replace the funnel, website, store, product, or payment setup. Those parts should already exist and work correctly before the campaign is published.

If the wrong destination is selected, affiliates may send visitors to an incorrect page. If products or commission settings are incomplete, eligible sales may not calculate the way you expect.

Building the campaign in a clear order makes testing easier and gives affiliates a more reliable promotion process.

Affiliate Campaign Setup at a Glance

Each campaign setting controls a different part of affiliate promotion and tracking.

Campaign Source Funnel, website, store, or supported link
Destination Page affiliates send traffic to
Products Offers eligible for commission
Commission Flat amount or percentage
Affiliates Partners assigned to the campaign
Campaign Status Draft or published

Before You Begin

Prepare the offer, destination, and commission plan before creating the campaign.

  • Confirm the funnel, website, store, or destination page is published and working.
  • Test the landing page and checkout process.
  • Confirm the products and pricing are correct.
  • Decide which products should earn commissions.
  • Choose a percentage or flat commission structure.
  • Decide whether recurring or multi-tier commissions are needed.
  • Prepare a clear campaign description for affiliates.
  • Decide which affiliates should be assigned when the campaign launches.
  • Prepare approved promotional assets and instructions.

Test the customer journey first

A published affiliate campaign can begin sending real traffic immediately. Confirm the destination, forms, checkout, payment process, fulfillment, and confirmation pages before giving affiliates their referral links.

Step 1: Create a New Affiliate Campaign

Start in the Campaigns area of Affiliate Manager.

Open Affiliate Manager

Navigate to the affiliate campaign management area.

Marketing → Affiliate Manager → Campaigns

Select Add

Select the option to create a new affiliate campaign.

Enter a Campaign Name

Use a name that clearly identifies the offer, funnel, promotion, or product group connected to the campaign.

Review the Initial Options

Confirm that you are creating the campaign for the correct business account and intended source.

Step 2: Choose the Campaign Source

The campaign source determines which part of your account Affiliate Manager will use for referral tracking.

Available source options can depend on the pages, funnels, stores, and integrations configured in your BizStackPro account.

Funnel

Use a funnel when affiliates are promoting a structured sales path with landing, checkout, upsell, or thank-you steps.

Website

Use a website when affiliates are sending visitors to a standard website page or offer page.

Store

Use a store when affiliate traffic should enter through an ecommerce or product-shopping experience.

External Destination

Use an external link only when that option is supported and the destination has been configured for affiliate tracking.

Choose the source affiliates will actually promote

Do not select a source only because it appears first in the list. Confirm that it contains the live destination and products connected to the affiliate offer.

Step 3: Select the Landing Page or Destination

Choose the exact page visitors should reach after clicking an affiliate referral link.

Review the Available Pages

Locate the sales page, registration page, product page, or other approved destination connected to the campaign.

Select the Intended Destination

Make sure the page matches the campaign name and offer affiliates will promote.

Verify the Published URL

Open the page separately and confirm the correct domain, path, content, forms, and checkout links appear.

Confirm the Referral Path

Make sure the generated affiliate link directs visitors to the selected destination without losing the affiliate tracking information.

Step 4: Review Products and Commission Eligibility

When a campaign is connected to products, review the product list carefully and choose which purchases should generate an affiliate commission.

  • Confirm the correct products appear in the campaign.
  • Enable commissions only for eligible products.
  • Review one-time and recurring billing options separately.
  • Confirm product names and prices match the live checkout.
  • Exclude internal, test, free, or noncommissionable products when appropriate.
  • Review product-specific rates when different offers use different payouts.

Keep the first campaign easy to audit

A campaign with one clearly defined offer is usually easier to test than a campaign containing many unrelated products. Additional products can be added after tracking and commission calculations have been confirmed.

Step 5: Configure Your Default Commission Structure

Every campaign needs a default commission structure that determines how affiliates earn from qualifying sales.

Choose the Commission Type

Select whether affiliates earn a flat amount, a percentage, or another supported commission model.

Configure the Default Rate

Enter the commission amount or percentage that should apply unless an affiliate-specific override is used.

Review Recurring Commissions

If the offer includes subscriptions or recurring billing, configure recurring commission behavior when appropriate.

Step 6: Configure Multi-Tier Commissions

Multi-tier commissions reward affiliates for introducing additional affiliates into your program.

First Tier

Pays commissions directly to the affiliate responsible for the sale.

Second Tier

Pays qualifying commissions to the parent affiliate when a referred affiliate generates a sale.

Tier Rates

Configure each commission level independently based on your affiliate program rules.

Enable only if your program uses referral hierarchies

Not every affiliate program requires second-tier commissions. Simpler programs often begin with a single commission level before expanding later.

Step 7: Complete Campaign Settings

Finish the remaining campaign settings before assigning affiliates.

  • Create a descriptive campaign name.
  • Add a campaign description for affiliates.
  • Review cookie duration settings.
  • Configure affiliate portal options if applicable.
  • Review payout rules.
  • Verify campaign visibility.

Step 8: Assign Affiliates

Once the campaign configuration is complete, assign affiliates who should be allowed to promote the offer.

Open the Campaign

Select the campaign you just created.

Add Affiliates

Assign individual affiliates or groups of affiliates to the campaign.

Review Permissions

Confirm affiliates have access to the correct campaign and promotional materials.

Step 9: Test Before Publishing

Publishing a campaign before testing can create tracking and commission problems that affect affiliates immediately.

  • Test affiliate links.
  • Verify landing pages.
  • Complete a test purchase if possible.
  • Verify commission calculations.
  • Review affiliate reporting.
  • Confirm notifications and automation.

Publish only after testing

Saving the campaign as a draft gives you time to verify the entire customer journey before affiliates begin sending traffic.

Managing Affiliate Campaigns

Clone Campaigns

Duplicate successful campaigns to reduce setup time for similar offers.

Edit Campaigns

Update commissions, destinations, descriptions, and other campaign settings whenever necessary.

Manage Affiliates

Add, remove, or suspend affiliates assigned to a campaign as your program grows.

Frequently Asked Questions

What are multi-tier commissions?

They allow qualifying commissions to be shared with parent affiliates when referred affiliates generate sales.

Can commission rates be customized for individual affiliates?

Yes. Individual affiliate commission settings generally override the campaign default for that affiliate.

Can products use different commission rates?

Yes. Product-level commission settings can be configured when supported by the campaign.

Can I duplicate an existing campaign?

Yes. Cloning allows you to reuse an existing campaign configuration while making adjustments for a new offer.

Continue Learning

Recommended Next Step

Add affiliates to your new campaign.

Once the campaign is configured and tested, invite affiliates into the campaign so they can begin promoting with their own referral links.

Launch and Grow Your Affiliate Program with BizStackPro

BizStackPro brings together affiliate campaigns, commission management, tracking, contacts, products, funnels, and reporting so you can manage your entire affiliate program from one platform.

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