Infinity3 Help Centre

Enrol referral partners and give them the information they need to promote your business.

Before you start

Prepare an affiliate campaign and check each partner’s name and email address. Have your programme terms and approved promotional materials ready.

Add an affiliate

1. Open Marketing → Affiliate Manager.
2. Open the Affiliates area.
3. Select Add → New Affiliate, or the equivalent option.
4. Enter the affiliate’s details.
5. Assign the intended campaign where available.
6. Save and check their campaign membership.

You can also use supported contact imports or CSV uploads when adding several partners. Review the field mapping and test a small import first.

Prepare their access

Check the campaign’s onboarding email and the affiliate’s portal access. Confirm that they can see the intended campaign and their own referral link.

Share a short welcome explaining what to promote, how rewards work and who to contact with questions.

Things to know

• Adding someone to Affiliate Manager and enrolling them in a campaign are separate checks.
• Each affiliate should use their own links and portal login.
• Programme invitations should go to the intended partner email.
• Workflow actions can automate enrolment, but test the complete onboarding journey first.

If a partner cannot access the campaign, contact Infinity3 with their email, campaign name and error shown.