This document outlines how to add a new Affiliate in CAKE Basic. Adding an Affiliate can be accomplished in multiple places in your CAKE Basic instance.

Affiliates Sub Tab


Affiliates Main Tab > Affiliates Sub Tab > Add Affiliate button

 

Main Affiliates Tab


 

Hover over Affiliates Main Tab > Affiliates > Add a new Affiliate

 

Add a New Affiliate Wizard


An Affiliate only needs a name. All other options in the Add a New Affiliate Wizard are optional and can be chosen/edited once the Affiliate has been created

As the CAKE Basic client, you may also choose to be an Affiliate because you will be posting leads to CAKE Basic as well. You will need an Affiliate made for yourself as well.

Media Type: One can be selected on the Wizard or you can select multiple once the Affiliate Card has been created.

Price Format: One can be selected on the Wizard or you can select multiple once the Affiliate Card has been created.

Status: The Status is either Active, Inactive or Pending. Only an Active Affiliate can post leads to Cake.

Contact Email: This will be this users, username to log into the system.

Contact Password: This will be the password to login to the system.

Contact First Name:  This is the users first name.

Contact Last Name: This is this users last name.

Contact Phone: You can save the users phone number here. 

Send Login Details:  When enabled, this feature will email this users their login info. Note: You must have your email settings configured for the emails to be delivered successfully.

All Contact Information can be added/edited once the Affiliate Card has been created.