General Settings - Affiliates

Affiliates 🤝

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Why This Matters to Your Business 🎯

Managing affiliate partnerships in Movegistics 5.0 allows your company to keep organized records of realtor partners, lead generators, and referral sources. Tracking this data helps streamline marketing efforts and boost sales efficiency through partnership management.

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Setting Up and Managing Affiliates ⚙️

Here's how to add or manage affiliate contacts:

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Step-by-Step Guide

1. Navigate to Settings > General > Affiliate.

2. Click the blue + button at the top left to add a new affiliate.

3. In the "Add Affiliate" window, complete the following fields:

   • Affiliate: Enter the name of the referring company or partner (e.g., Keller Williams, Century 21).

   • First Name / Last Name: Input the contact person's name.

   • Marketing Rep: Choose the internal team member responsible for the affiliate.

   • Email: Add the affiliate contact's email address.

   • Phone Number: Enter the affiliate's phone number.

   • Address Line 1 & 2, City, State: Provide the full mailing address of the affiliate.

4. Click Save to store the affiliate.

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Editing or Managing Affiliates

• To edit or remove an affiliate, select the checkbox beside the affiliate name, then choose Edit or Delete from the top grey bar.

• Use the Use Affiliate Module toggle to enable or disable the affiliate feature across your system.

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Best Practices 🌟

• Ensure affiliate names and contact information are kept up to date.

• Assign a marketing rep to each affiliate to maintain accountability.

• Review your affiliate list periodically to track performance and engagement.

Managing affiliates in Movegistics 5.0 provides visibility into your lead generation partnerships and ensures you're capturing every potential sales opportunity.

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For further assistance, please contact our support team at [e-mail]