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Managing Influencers in the Shortly App

๐Ÿ‘ฅ Managing Influencers in the Shortly App



The Influencers List in Shortly displays all registered affiliates and their activity. From here, you can view, approve, and manage influencer applications.

How to Access



Go to your Shopify Admin.
Click Apps > Shortly - Affiliate Marketing.
Select Influencers from the left-hand menu.



๐Ÿ”Ž Influencer Tabs



- All โ€” Lists every influencer (active, pending, inactive).



- Active โ€” Currently approved and active influencers.



- Pending โ€” Influencers awaiting approval.



๐Ÿ“‹ Column Breakdown



ColumnDescription
Influencer NameClickable name/email
Program NameProgram they've applied to
Cooperation StatusStatus (Pending, Approved, Rejected)
Application TimeSubmission time
Total OrdersOrders driven by influencer
Total RevenueRevenue from referrals
ActionManage via More Actions



โž• Inviting an Influencer Manually



Click Invite Influencer (top-right).



Enter their name, email, and program.



Click Send โ€” they'll receive an invitation via email.


โš™๏ธ Managing Influencers





Use the More Actions menu to:
- Approve/Reject/Deactivate influencers
- Delete influencer profiles


๐Ÿ‘ค Viewing Affiliate Details



Click any influencer's name to open their Affiliate Details page.



๐Ÿงพ Overview Tab





๐Ÿ”’ Influencer Info



- Name & Email
- Status (Pending, Approved)
- Country/Region (if available)
- Registration Date
- Affiliate Program
- Commission Rule (% or fixed)
- Affiliate Bio (social links/info)



๐Ÿ“ˆ Performance Report



MetricDescription
Total ClicksLink clicks
OrdersCompleted sales
Net RevenueEarnings after returns
Total Products SoldQuantity sold
Total ShippingShipping total
Total TaxesTax total




โŒ Refunded Orders


- Cancelled Orders
- Refunded Revenue



๐Ÿ’ฐ Commission Report



- Commission Orders โ€” Eligible orders
- Commission โ€” Payout value



Date Picker



Click the calendar icon (top-right).
Select preset or custom date range.
Dashboard data auto-refreshes.

โœ… Tip: Use custom ranges to analyze campaigns during holidays, sales, or launches.







Metrics Tracked:



- Clicks
- Product Views
- Add To Cart
- Checkouts
- Orders
- Total Revenue
- Average Order Value





ColumnDescription
NameCustom alias/note
URLTrackable link
ClicksClicks count
OrdersOrders from link
RevenueSales value
NotesExtra details




- Copy URL
- Edit link
- Download QR
- Export CSV
- Reset analytics
- View details



Details View Includes:


- Revenue breakdown
- Sold products (with pie chart)
- Traffic insights (visitors, devices, referrers)


Revenue Details



See a visual graph and stats of total:

Clicks
Orders
Revenue
Shipping & Taxes
Products Sold



Sold Products



Shows a product breakdown for what the influencer has sold:

Product Title
Quantity Sold
Pie chart visualization



Traffic Insights



Get a deep dive into:

Visitors & Pageviews
Top visited product pages
Countries, Browsers, OS
Activity timeline and referrers



Export CSV



Need a CSV? Click the Export button to download all affiliate link data.


โš™๏ธ Settings Menu



Toggle analytics columns:
- Name, URL, Clicks, Orders, Revenue
- Pageviews, Add to Cart, Checkout
- Conversion Rate, Notes, Actions

โœ… Tip: Enable only key metrics for a cleaner view.




๐Ÿ“† Orders Tab





FieldDescription
Order No.Shopify order number
DateOrder date/time
Referral URLLink used
TotalOrder value
CommissionEarned amount
Commission RuleCommission logic
StatusCommission status


โœ… Tip: Click Order No. to view it in Shopify.


๐Ÿ’ฐ Payout Tab





Manage influencer payments here.

ColumnDescription
Influencer NameRecipient of payout
AmountUSD payout value
Payment MethodPayPal, Bank, Manual, etc.
Payout DateDate processed
StatusPaid or Pending
NotesOptional remarks
ActionEdit/view


Payout Totals Summary:


- PayPal Payouts
- Manual Payments
- Bank Transfers

โœ… Tip: Use search and filters to find records faster.


๐Ÿ  Program & Coupons Tab





๐Ÿ› ๏ธ Program Info



- View/edit affiliate's program
- Click Change Program to assign another





๐ŸŽŸ๏ธ Coupons



- Enter coupon code > Click Add
- Coupons show with edit/delete options
- Click Create Coupon to make one in Shopify



- Copy the unique signup link
- Share, embed, or email it for onboarding

Updated on: 27/03/2025

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