Latest Updates To Pinnacle Ai CRM

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Updated Add Affiliate Flow

March 05, 20242 min read

Imagine launching a new product or service and needing to quickly onboard affiliates for promotion. With the Advanced Affiliate Onboarding feature, effortlessly add affiliates, customize their campaigns, and provide magic links for instant engagement. This ensures a streamlined and efficient affiliate strategy, maximizing your product's exposure and potential sales.

Updated Add Affiliate Flow: Unveil an intuitive UI update in The CRM to revolutionize affiliate management, making the process of adding and customizing affiliates seamless for both business owners and clients.


⭐️ Why Does It Matter To Your Business?

  • Updated Add Affiliate Flow: Unveiling an intuitive UI update in The CRM to revolutionize affiliate management, making the process of adding and customizing affiliates seamless for both business owners and clients.

    Efficiency in Affiliate Onboarding: Experience a hassle-free affiliate management process through an enhanced UI, allowing swift addition and customization of affiliates, saving time, and ensuring a smooth workflow.

    Tailored Campaign Customization: Utilize advanced settings to personalize affiliate campaigns, including referral links.

    Magic Link Empowerment: Empower affiliates with a magic link for effortless promotion, enhancing engagement, and driving success for your campaigns.

⭐️ How To Use Updated Add Affiliate Flow:

  1. Access the marketing tab from the left navigation menu and select Affiliate Manager from the upper navigation menu. Now click on “+New Affiliate.”

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  2. Enter the Email & Name and Assign to a Campaign. Now click on "Save & continue to add more details."

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  3. Click “Done” to add your affiliate instantly, or proceed for additional details and advanced settings.

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  4. You can switch between different campaigns within the same settings screen. Customize the referral ID (used in Affiliate’s Referral Link) under Advanced Settings and click "Done.”

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  5. Access the affiliate portal directly or share the magic link.

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    Elevate your affiliate management with The CRM's latest UI update, simplifying the addition and customization of affiliates. Experience efficient campaign personalization, saving time, and empowering affiliates for optimal engagement.

updated addaffiliate flow
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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