Managing Collaborators (Affiliates)

Collaborators are the people in your programs.

You may think of these as affiliates,

but in Siren’s case, an affiliate is just one

of many different types of collaborator.

Collaborators engage with your programs

by performing specific measurable actions

that drive your business objectives.

They can belong to one or many programs

and collect rewards when they win a conversion.

Let’s invite somebody to our program.

We’re gonna hover over Siren

and we’re gonna click collaborators.

We’re gonna click add new,

and we’re gonna add the details

of this collaborator right here.

We’ll add their name.

We’ll give them a nickname.

We’re gonna enter their email address.

Next, let’s take a look at the tracking ID.

A tracking ID is a unique alias for a collaborator.

This tracking ID is used for their special affiliate link,

making it possible to associate a site visit

with this collaborator.

As you can see, whenever we create a new collaborator,

that tracking ID is automatically generated for us.

You can change this tracking ID now

or at any time in the future.

All of the previous versions of this tracking ID

will always work for this collaborator.

So you don’t even have to let them know

that you changed this ID.

So if you wanted to, in this case,

create a tracking ID for Brad Wellington as well,

you could do that.

It doesn’t really matter.

Whatever you want that ID to be, it’s up to you.

But by default, Siren will automatically generate

a tracking ID regardless of if you do this manually

or if you have a collaborator be automatically created

through the form on the front end.

This ID is always created right off the bat.

From there, we can set our status

to active, pending, inactive.

In this case, we’re gonna set it to active

since we’re creating it manually.

We only want this affiliate to be in the affiliate program.

They are not a part of the super affiliate program.

We’re gonna click create.

And just like that, we have a collaborator added

to our affiliate program.

Siren does not create users for collaborators by default.

If Brad wanted to log into this site

and view their statistics and other useful information,

they need to create an account first.

Let’s go over how Siren helps automate this process.

One thing to note, before you can create a user for Brad,

you have to actually set up WordPress

to be able to enable registrations.

To do that, you’re gonna hover over settings,

go to general, and you’re gonna make sure

this membership anyone can register checkbox is checked.

If this is not checked, you will not be able

to create user accounts for your collaborators.

You can still create collaborators and they still work,

but those collaborators will not be able to log

into an account or create an account

to be able to view their statistics

and other useful information.

Click save changes.

Okay, now let’s go back to our collaborators.

We’re gonna check this box.

We’re gonna click on the dropdown,

and we’re gonna click send login email.

And then click apply.

Now I’m using a special setup on my computer right now

where I’m able to actually receive all of the emails

that my WordPress site sends.

So just pretend that this is Brad’s inbox for the moment.

So you’ll see here, Brad received an email

called finish setting up your account.

This email has a link,

and whenever they click on that link,

it’s gonna automatically send them

to the registration form on WordPress.

From here, they can create their username

and click register.

Now, if you go back to the inbox,

you’ll see that you received an email

letting you know that Brad made an account.

And you also see that Brad received an email

letting him know that his account was created

and he needs to set up his password.

So he clicks on this to reset his password.

And then from there,

he can enter whatever password he wants.

Now we’re gonna try logging in as Brad.

And just like that, Brad has been logged in

and now has access to all of the data

that is associated with his account.