Quick Answer
Customer records can be deleted, temporarily disabled, or moved to another affiliate from the affiliate profile.
Deleting a customer ends future commission tracking for that affiliate. Disabling pauses tracking without removing the record. When a customer is moved, only unpaid commissions can be transferred to the new affiliate.
Manage Customer Attribution Carefully
Customers associated with an affiliate can generate commissions as they complete qualifying purchases or actions.
You may occasionally need to correct attribution, pause commission tracking, remove an invalid customer, or move a customer to another affiliate.
Each action affects tracking differently. Deleting removes the affiliate relationship for future commissions, while disabling preserves the customer record but pauses commission generation.
Reassigning a customer changes which affiliate receives future credit. Paid commissions remain with the original affiliate, while eligible unpaid commissions may be transferred.
Customer Management at a Glance
Before You Begin
Review the customer and commission history before making changes.
- Confirm that you selected the correct affiliate profile.
- Verify the identity of the customer being changed.
- Review existing paid and unpaid commissions.
- Decide whether the customer should be deleted or only disabled.
- Confirm the correct destination affiliate before reassignment.
- Document the reason for significant attribution changes.
Step 1: Access the Affiliate’s Customers
Customer management options are available from the individual affiliate profile.
Open Affiliate Manager
Navigate to Marketing → Affiliate Manager.
Open the Affiliates Area
Select Affiliates to view the affiliates connected to your campaigns.
Select the Affiliate
Click the affiliate’s name to open their profile and review associated customers and commissions.
Open the Customers Tab
Use the Customers tab to locate the customer record you need to manage.
Step 2: Delete a Customer
Delete a customer only when you no longer want future affiliate commissions to be associated with that customer.
Open the Customer Record
From the affiliate's Customers tab, locate the customer you want to remove.
Select Delete
Choose the Delete option and confirm the action.
Understand the Result
Future affiliate commissions will no longer be generated for that customer after deletion.
Step 3: Disable or Enable a Customer
Disabling a customer temporarily pauses commission tracking while preserving the customer record for future use.
Pause Tracking
Disable a customer when you need to stop commission generation without deleting historical information.
Restore Tracking
Enable the customer again whenever commission tracking should resume.
Preserve History
Customer information and historical records remain available while the customer is disabled.
Flexible Management
Disabling is often a better option than deleting when future reactivation is possible.
Step 4: Delete a Denied Commission
Individual commission records can be removed when appropriate, particularly after a commission has been denied.
Open the Affiliate Profile
Navigate to the affiliate whose commission history you want to review.
Review the Commissions Tab
Locate the denied commission that should be removed.
Delete the Entry
Use the available menu options to permanently remove the denied commission record.
Step 5: Move a Customer to Another Affiliate
Customer reassignment allows future commission tracking to be credited to a different affiliate while preserving important commission rules.
Select the Customer
Open the customer's action menu and choose Move Customer.
Choose the New Affiliate
Select the affiliate who should receive future customer attribution.
Transfer Unpaid Commissions
Decide whether eligible unpaid commissions should move with the customer.
Paid Commissions Stay
Previously paid commissions always remain associated with the original affiliate.
Best Practices
Disable Before Deleting
When you're unsure whether a customer may return, disabling is usually safer than permanent deletion.
Verify Commission History
Review paid and unpaid commissions before moving customers to another affiliate.
Record Administrative Changes
Keep internal notes explaining why customer attribution was changed.
Test Carefully
Verify customer attribution after major administrative changes to ensure future commissions are assigned correctly.
Frequently Asked Questions
Can I delete a customer who already made purchases?
Yes. Future commissions stop after deletion, but historical records remain available where applicable.
What happens when I disable a customer?
Tracking and commission generation pause while preserving the customer record.
Can unpaid commissions move with a customer?
Yes. Eligible unpaid commissions may be transferred during the reassignment process, while paid commissions remain unchanged.
Does customer information change after reassignment?
No. Customer profile information remains intact unless you manually update it.
Can I move multiple customers?
Customers may be reassigned within the same affiliate campaign as needed.
Maintain Accurate Affiliate Relationships
Proper customer management helps keep commission records accurate, protects affiliate trust, and ensures future attribution reflects your current business relationships.
