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Affiliate Referral Page - Leads, Customers, Cancelled Statuses

The Affiliate Referral Page is a vital component for affiliates using Patient Copilot’s Affiliate Manager system. This article exists to help affiliates and administrators clearly understand how contacts are categorized within the affiliate referral lifecycle—specifically as Leads, Customers, or Cancelled. * * * ## Where can I find the Referral page? In the Affiliate Portal, navigate to the Referrals section from within your dashboard to view all referral activity. 1. Click on Affiliate Portal 2. Click on Referrals at the top of the dashboard.!(https://assets.patientcopilot.ai/0aec0a3f63d5b4a6.png) Note: You can now see the First name of your Referrals in this view as well! ## Your Referral Categories - Any

  • Active / Paying
  • Signup
  • Lead (or, “Subscribed”)
  • Canceled ### Any ### This shows all your affiliate customers from every referral category. ### Active / Paying These are your current active affiliate customers who are paying a Patient Copilot subscription. You are earning a commission on these customers every time they renew their subscription! Note: You will only earn a commission on customers who pay thier subscriptions. If customers pause, cancel, or request a refund you will not get a commission for those customers. ### Free / TrialSignup These customers have completed the sign-up, and they have active go Patient Copilot accounts on a free trial These customers will have a status that says Not A customer yet. This means they are in trial and will become a customer when they pay their first subscription. ### Lead (or, “Subscribed”) These are customers that have only completed step one of the free trial sign-up. They began the sign-up process using your referral link, but did not complete it to begin their free trial.!(https://assets.patientcopilot.ai/57f3b8bf9489da02.png) Note: For referrals in this state, you might notice a discrepancy between State “Lead” and State “Subscribed”). In this context, “Subscribed” and “Lead” are interchangeable. ### Canceled These customers have canceled Patient Copilot subscriptions. You are currently not getting a commission on these customers. When these customers renew their subscription they will switch back to the paying category. Note: There is a bug where sometimes affiliate customers will cancel a Marketplace Service and the affiliate software will temporarily mark them as “cancelled”. As soon as they make their next payment for Patient Copilot, their account will show as “Active” again in your account. We are aware of this problem and working on a fix. Please reach out to Support if you need any help clarifying your cancelled customers. * * * ## Related Articles - How does the Affiliate Manager work?
  • Affiliate Manager Dashboard
  • Affiliate Manager Walkthrough Videos
  • How to Add Affiliates in the Affiliate Manager