If you're running an affiliate program and need to manage payments to your affiliates, here's a step-by-step guide to help you.
1. Setting Up Your Affiliate Program
You'll need to set up your affiliate program within Heartbeat. To do so, navigate to Settings > Manage Affiliates.
The Manage Affiliates section will only be available if you've set up Heartbeat payments. If you don't have Heartbeat payments configured, you won't be able to access the affiliate management features.
The Manage Affiliates section will only be available if you've set up Heartbeat payments. If you don't have Heartbeat payments configured, you won't be able to access the affiliate management features.
2. Paying Affiliates via PayPal
Once your affiliate program is up and running and an affiliate is due for payment, you'll need to follow these steps to complete the payment via PayPal:
Check Payment Due:
When a lead converts and the payment is finalized (i.e., no longer pending), the affiliate's email address will appear under the "Due" tab in the Manage Affiliates section.
Send Payment via PayPal
Go to your PayPal account
Select the Send Money option.
Copy the affiliate's email address from the "Due" tab in Heartbeat
Enter the amount due and complete the payment.
Mark as Paid
Once the payment has been sent through PayPal, return to the Heartbeat platform.
Go to the Manage Affiliates section and click **Mark as Paid** next to the relevant affiliate.
This process ensures that your affiliates are paid promptly and accurately, with all transactions adequately recorded within the Heartbeat system.