Affiliate CRM walkthrough
An end-to-end tour of the affiliate CRM — searching, filtering, segmenting, and re-engaging creators.
Loading video…
The affiliate CRM is your roster of every creator connected to your shop. It's where you search, filter, segment, and re-engage creators across their whole lifecycle with you.
What you can do
- Search and filter your affiliates by GMV, activity, sample status, tags, and more.
- Open a creator to see their history, content, and performance.
- Segment creators into groups and apply tags.
- Trigger outreach and follow-up automations from a segment.
A typical workflow
- Filter to the creators you care about (for example, high GMV or recently active).
- Save that segment as a group.
- Attach an automation so the group gets the right message at the right time.
Use the CRM together with groups and CRM automations to move creators through your funnel automatically.
Was this article helpful?
Related articles
- CRM automations & groupsSegment creators with groups, then trigger automations like Sample Shipped and Content Unfulfilled.
- AI Auto RepliesSet up AI auto-replies that respond to creator DMs automatically — qualifying them and answering questions.
- Manage sample requestsApprove, reject, and ship samples — and use auto-approval rules so qualified creators clear without manual review.
- Reports & insightsRead the affiliate-CRM reports to understand what's driving GMV, content, and creator activity.
- Approving and fulfilling sample requestsApprove sample requests in Cruva or Seller Center, use auto-approve, ship the product, and handle the common snags.
- Metric Glossary: GMV, Post Rate, CTR, Levels and MorePlain-language definitions for every Cruva metric users ask about — total vs affiliate GMV, post rate, views, CTR, content pending, and creator Levels.