How to Add Affiliates in Sparkforge Affiliate Manager

By Sparkforge Support Team ·Last reviewed May 3, 2026

Add affiliates to Sparkforge four ways: manually one at a time, bulk CSV upload, import from existing contacts, or automate enrollment with workflow actions.

Affiliates are the people or businesses promoting your products and services in exchange for commissions. Sparkforge gives you four ways to add them, depending on how many you have and how often new ones come in.

1. Add a single affiliate manually

  1. Go to the Affiliates page.
  2. Click Add and choose New Affiliate.
  3. Enter the affiliate's details and assign them to one or more campaigns.
  4. Click Save.

Best for small programs or onboarding partners one by one.

2. Upload affiliates in bulk via CSV

  1. Open the Affiliates page and click Add.
  2. Choose Upload Affiliate.
  3. Download the sample CSV and populate it with affiliate data.
  4. Upload the file and click Save.

Best for migrating from another platform or onboarding a launch list.

3. Import affiliates from existing contacts

  1. On the Affiliates page, click Add and choose Import from Contacts.
  2. Select the contacts to convert into affiliates.
  3. Click Import.

Best when your customers, students, or community members are the natural affiliate pool.

4. Automate with workflow actions

Sparkforge workflows can add, update, and remove affiliates without manual work. Available actions:

  • Add to Affiliate Manager — enrolls a contact as an active affiliate.
  • Update Affiliate — marks an affiliate Active or Inactive.
  • Add to Affiliate Campaign — puts an affiliate into a specific campaign.
  • Remove from Affiliate Campaign — takes them out of a campaign without deleting the affiliate.

Best for high-volume programs where new affiliates sign up through a form, complete onboarding, or trigger off another event.

Frequently Asked Questions

Which method should I use to add affiliates?
Use manual entry for one-off partners, CSV upload for migrating a list, contact import when affiliates are already in your CRM, and workflow actions when you want enrollment to happen automatically based on triggers.
Can I add an affiliate to more than one campaign at once?
Yes. During manual entry or CSV upload you can assign affiliates to multiple campaigns. Workflow actions can also enroll an affiliate in additional campaigns later.
What fields are required to add an affiliate?
First name, last name, and email are the required fields for both manual entry and CSV upload. Other fields are optional.
Can a customer become an affiliate automatically after purchase?
Yes. Use a workflow with the Add to Affiliate Manager and Add to Affiliate Campaign actions, triggered off the purchase event. You can also enable Auto-Enroll New Customers as Sub-Affiliates inside a multi-tier campaign.

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