You can locate this feature by going To create a campaign, navigate to CRM → Campaigns then click on the smaller green “+” button within a category to add a new Campaign.
Use If this is your first campaign, use the larger green “+” button to create campaign categories to organize your campaigns
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Depending on the campaign type you chose, you will either see an Affiliate section or a Call Center section. You also have the ability to add a new affiliates/call centers and set commission for step 1 and step 2 products.
Click “Add Affiliates” the green “+” button within the Affiliate/Call Center section. Choose the Affiliate. Input /Call Center, set the Rate, then input the Base and Upsale Commission and then . When finished, click SubmitAdd to Campaign.
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For more information on setting up affiliates and call centers, please view these articles:
Affiliate Setup & Call Center Setup
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Here you will have the option to apply sales tax to specific states or all states. Click on the green + Button.
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Choose the Country, State, and Tax Rate then click on Submit.
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Create Coupons
Here you will have the option to create coupons whether they be one time or recurring. Click on “Create Coupon”
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