Affiliate & Referral Management
Give your referral program a process you can follow.
Organize affiliate campaigns, referral links and commission records in CreateMomento. Give partners clearer information and your team a practical review process before payouts.
Built around your work
Make referral questions easier to answer.
A partner recommends your business, but nobody is sure which sale belongs to them or what they should receive. Defined campaign rules and referral records give your team a better starting point for resolving those questions.
Affiliate & Referral Management
Set the terms, test tracking and review the result.
- 01
Define
Agree on eligible referrals and commission terms.
- 02
Track
Test the referral link and supported purchase path.
- 03
Review
Check commissions before approving and paying.
Give your partner program a workable routine.
Organize partner referrals
Give enrolled partners the right campaign link and clear terms.
Review attributed activity
Use recorded clicks and sales to investigate performance.
Prepare commission payments
Check the record and exceptions before money is sent.
Affiliate & Referral Management
Connect partner promotion to a reviewable record.
Tracking helps organize a program. Your team still owns the agreement, exceptions and payout decisions.
Campaign rulesMake the referral arrangement understandable.
Configure the supported source, commission settings and tracking window. Explain the agreed terms before partners promote the offer.
Referral linksGive each partner a campaign-specific route.
Use the assigned link and test the destination. If the campaign source changes, update shared links because the previous referral URL stops tracking.
Click visibilitySeparate interest from a completed sale.
Review recorded unique referral-link clicks. A click is evidence of interest, not a qualified lead, completed purchase or commission owed.
Affiliate portalHelp partners find their links and records.
Provide access to campaign links, activity and commission information. Review invitation settings and the data visible to a partner before launch.
Commission reviewResolve exceptions before approving payment.
Review generated commissions against campaign terms and sales records. Reconcile refunds separately rather than assuming a refunded sale automatically reverses the commission.
Payout handlingKeep approval and money sent distinct.
Use a supported payout method, if configured, or an external manual payment. Recording a payout as paid is not the same as sending funds.
Affiliate & Referral Management
See where the program owner needs to act.
A referral from a service partner
A business enrolls a partner in a defined campaign and tests the referral link. The program owner explains eligible sales and the review process before promotion begins.
Illustrative example. Sample workflow, not a live product screen.
A refunded order
A customer receives a refund after an attributed purchase. The commission reviewer checks the order and adjusts the payout decision according to the agreed terms.
Illustrative example. Sample workflow, not a live product screen.
A changed campaign destination
A business changes the campaign source. The owner checks the new referral links and gives partners an update before they share the next promotion.
Illustrative example. Sample workflow, not a live product screen.
Keep the referral record connected to the sale.
Use the surrounding tools to understand what happened after the introduction.
Affiliate & Referral Management
Organize campaigns, attribution and commissions.
CRM & Contacts
Maintain the customer and partner context.
Payments & Invoices
Review the underlying payment records.
Funnels & Landing Pages
Present the offer behind a campaign link.
Define the responsibilities behind the commission.
We check your account, available features and usage needs before recommending a plan. Software access, custom setup and ongoing management are scoped separately.
Questions before you start
Does this recruit affiliates for us?
No. The tools help manage your program. Finding suitable partners, preparing approved materials and maintaining the relationship need an owner.
Will every referral be attributed?
Do not assume complete tracking. Test the actual link and purchase path, review the tracking window and investigate exceptions. A reported click alone does not establish a sale.
Can we use any payment provider?
No. Compatibility depends on the campaign source and supported payment flow. Confirm the specific combination before launching rather than assuming every checkout is tracked.
Are refunded purchases handled automatically?
Refunds are not automatically tracked for commission review. Reconcile refunded or reversed sales before approving payouts.
Does approving a commission pay the affiliate?
No. Approval, payment execution and the recorded payout status are separate steps. Verify that funds were sent through the chosen process before marking a manual payment complete.
Can affiliates see their own results?
The affiliate portal provides campaign links and supported activity and commission views. Configure access and review what information is visible before inviting partners.
What happens when we change the campaign source?
The referral URL changes and the old URL stops tracking. Test the new destination and have partners replace previously shared links.
Is this a gift-card or customer loyalty system?
No. This page covers affiliate campaigns and referral commissions. Gift cards and loyalty offers require separate capability and commercial validation.
CreateMomento
How should your referral program work?
Tell us where your team gets stuck. We will help you identify the right tools and a practical first step.
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