Affiliate Workflow
End-to-end flow from affiliate registration through customer referral, commission, and payout.
An admin must create an Affiliate Program before approving affiliates. Assign the program when approving a pending registration.
Overview
Affiliate registers → Admin approves → Affiliate configures payout
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Pending list Account ACTIVE Shares referral link/code
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└──────────────────────┴──────────────────────┘
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Customer registers via affiliate link
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Commissions tracked → Payout on settlement day
| Stage | Who | What happens |
|---|---|---|
| Registration | Affiliate | Multi-step signup at /affiliate/register — no payment required |
| Approval | Admin | Review in Pending Affiliates, assign program, set ACTIVE |
| Activation email | System | Affiliate notified when account is approved |
| Payout setup | Affiliate | Bank / PayPal / GigPay (from affiliate dashboard) |
| Referral | Affiliate | Shares unique link or referral code |
| Customer signup | Customer | Registers using affiliate link — relationship stored in CMP |
| Commission & payout | System + Admin | Commissions accrue; payouts appear in Affiliate Payouts after holding duration — admin transfers funds manually and marks paid |
Full registration steps: Affiliate Registration.
Admin steps: Manage Affiliates (Admin).
Registration workflow (steps 1–6)
| Step | Action | Detail |
|---|---|---|
| 1 | Register | Open <BASE_URL>/affiliate/register — name, email, phone, password |
| 2 | Verify email | Enter OTP sent to registered email |
| 3 | Account details | Billing address, currency; optional W8/W9 documents |
| 4 | Additional details | Promotion channels, URLs, partner-fit questions |
| 5 | Accept terms | Affiliate program terms, privacy, consents |
| 6 | Registration complete | Request submitted — pending admin approval |
Affiliates do not pay anything during registration. The standard CMP customer payment flow is bypassed for affiliate signup.
Admin approval (step 7)
| Step | Action | Detail |
|---|---|---|
| 7 | Approve account | Admin receives email for new registration → Affiliates → Manage Affiliates → Pending Affiliates → approve and assign program |
Affiliate receives a confirmation email when the account is approved and activated.
Procedure: Manage Affiliates (Admin).
Post-approval (steps 8–10)
| Step | Action | Detail |
|---|---|---|
| 8 | Affiliate login | <BASE_URL>/affiliate/login |
| 9 | Configure payout | Affiliate sets payout method — Bank Account, PayPal, GigPay, etc. |
| 10 | Share referral | Affiliate shares unique referral link or referral code with customers |
Tracking link (affiliate link)
An affiliate link lets CMP:
- Recognize which affiliate referred the customer
- Track whether the visitor signs up or purchases
- Validate conversion for commission
Affiliates find their link and code on the Affiliate Dashboard after login.
Example referral URL pattern: <BASE_URL>/r/<referral-code>
What affiliates can do
| Capability | Description |
|---|---|
| Opt into an affiliate program | Join after admin approval |
| Get affiliate links | Unique referral link and referral code |
| Track performance | Clicks, signups, conversions on dashboard |
| Receive commission payouts | Per program rules — Program, Commissions & Payouts |
| Raise support tickets | Via affiliate dashboard support |
What affiliates cannot do
| Restriction | Detail |
|---|---|
| Create services | Affiliates cannot provision VMs, storage, or other cloud services |
| Create customers | Affiliates cannot manually create customer accounts — customers must register via referral link |
Customer relationship
When a customer registers using an affiliate link or code, CMP stores the affiliate–customer relationship in the database. Admins view referred customers under each affiliate — Referred Signups.
Email notifications
| Event | Recipient |
|---|---|
| New affiliate registration | Admin |
| Affiliate account approved | Affiliate |
| Affiliate's customer signs up | Affiliate |
| Payout marked paid by admin | Affiliate |
Details: Program, Commissions & Payouts — Email notifications.
Affiliate dashboard
After login, affiliates use the portal documented under Affiliate Dashboard:
| Area | Page |
|---|---|
| Dashboard | Dashboard — metrics and referral link |
| Referred Signups | Referred Signups |
| Commissions | Commissions |
| Payouts | Payouts — bank / PayPal / GigPay settings |
| Support | Open tickets from dashboard widgets or Support menu |
| Profile | Account and security settings |