Affiliate CRM walkthrough
An end-to-end tour of the affiliate CRM — searching, filtering, segmenting, and re-engaging creators.
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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. Browse, rename, merge and delete tags, tag a whole list, or create dynamic tags that follow a group in Tag Manager.
- 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.
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