{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b546953fd0cb4fd0b60f478e126e5757\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b546953fd0cb4fd0b60f478e126e5757-91aed8a8721b13ff.gif","duration":782.7798,"title":"Affiliate Program Workflow and Demo","description":"In this video, I walk you through the affiliate program workflow, starting from visitor arrival on the website to code creation and sample sales orders. I demonstrate the approval process and explain the steps involved, including form completion and code creation. Viewers are instructed on how to generate codes and manage affiliate applications efficiently.\n\n## SOP: Affiliate Program Workflow\n\n### Objective\n\nThe objective of this SOP is to guide team members through the affiliate program workflow, from the application process to order placement, ensuring smooth operations and accurate tracking of affiliate activities.\n\n### Key Steps\n\n1. **Affiliate Application Process:**\n\n   - New affiliates apply by filling out the form on the Vet Professionals page.\n   - Ensure all required fields are completed.\n   - Click on \"Submit and Apply\" to send the application.\n\n2. **Admin Approval:**\n\n   - Upon receiving the application, review and approve it.\n   - Add the affiliate's phone number and create a unique affiliate code in the Peak Forms section of the CRM.\n   - The phone number must match the one provided in the application.\n   - Click on \"Create Code and Notify Affiliate\" to generate the code and notify the affiliate.\n\n3. **Order Placement:**\n\n   - Test the affiliate code by placing an order using it.\n   - Ensure the code applies the correct discount.\n   - Monitor the affiliate's status as the order is processed.\n\n4. **Tracking and Notifications:**\n\n   - Monitor the affiliate's status in the CRM, from application to order placement.\n   - Check for affiliate order details in the contact record notes.\n   - Receive notifications for new affiliate commissions and orders.\n\n5. **Follow-Up and Support:**\n\n   - Nuture affiliates who have not generated orders within 30 days.\n   - Provide resources and support to active affiliates.\n   - Monitor affiliate activities for ongoing engagement.\n\n### Cautionary Notes\n\n- Ensure all information provided by affiliates is accurate and matches the CRM records.\n- Double-check the affiliate code creation process to avoid errors in discount application.\n- Regularly update affiliate status and track order details for accurate reporting.\n\n### Tips for Efficiency\n\n- Use templates for email notifications to affiliates to streamline communication.\n- Create a checklist for the affiliate approval process to ensure all steps are completed.\n- Regularly review affiliate performance metrics to optimize the program's effectiveness.\n\nLink to Loom\n\nhttps://www.loom.com/share/b546953fd0cb4fd0b60f478e126e5757"}