DrivenSuite: Affiliates & Referrals

DrivenSuite: Affiliates & Referrals

Turn your happy customers — and outside partners — into a sales force. The Affiliates module gives every partner their own tracking link, dashboard, and commission, all automatic.

What the Affiliates module does

  • Sign up affiliates with their own login.
  • Give each affiliate a unique referral link to share.
  • Track every click and every sale tied to that link.
  • Calculate commission by your chosen rules (flat, percentage, tiered).
  • Pay affiliates on schedule by ACH, PayPal, or check.

Setting up the program

  1. Go to Affiliates → Program Settings.
  2. Set the commission: 10% of first sale? 5% recurring? Pick what your margins can support.
  3. Set the cookie window — how long after a click an affiliate still gets credit (30 days is standard).
  4. Set the minimum payout ($50 is common) and payout schedule (monthly is most common).
  5. Decide whether affiliates can self-register or are invite-only.

Inviting affiliates

From Affiliates → Affiliates → Invite, send an email invite to a partner. They click the link, fill in their info and payment method, and immediately get their dashboard with their unique link.

What affiliates see

Affiliates log into their own portal showing:

  • Their tracking link and short URLs to share
  • Banners and graphics you've made available
  • Real-time stats — clicks, sign-ups, sales, commissions
  • Pending vs. paid commission balance

Transparent reporting keeps them motivated and removes "did my referral count?" disputes.

Paying out

Each pay period, Affiliates → Payouts → Run Payout shows you everyone who's hit the minimum and the amount owed. Approve, and DrivenSuite issues payment (or generates a downloadable file for your bank).

Each payout creates an expense in the Accounting module automatically.

Refunds & clawbacks

If a referred sale is refunded, the commission is automatically reversed — you don't pay commission on revenue you didn't keep.

Tips

  • Recruit your top customers first. They already love you; their referrals close.
  • Pay reliably and on time. The fastest way to kill an affiliate program is a missed or late payout.
  • Give affiliates ready-made content — a banner, an email template, a social blurb. The easier it is to share, the more they share.

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