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Patient Copilot Help Center

Manage Affiliates with Quick Campaign Actions

Easily manage affiliate assignments, add, remove, suspend, or move affiliates between campaigns without opening their profiles using the Quick Campaign Actions in Patient Copilot’s Affiliate List. * * * ## What Are Quick Campaign Actions? Quick Campaign Actions give you fast access to affiliate management right from the Affiliate List Page. No need to open each affiliate’s profile, just click the three-dot menu and take action. These simplify campaign assignment and adjustments with speed and clarity. IMPORTANT: All Quick Campaign Actions follow the same first step. Go to the Affiliates page, locate the affiliate you want to manage, and click the three-dot menu beside their name. From there, select Manage Affiliate to reveal the available actions, such as Suspend, Unsuspend, Add to Campaign, Remove from Campaign, and Move to Campaign. * * * ## Key Benefits of Quick Campaign Actions Clearly lays out how this feature streamlines affiliate management, saving time and reducing manual steps. - Adds or removes affiliates from campaigns in seconds. - Suspends or unsuspends affiliates with minimal clicks. - Moves affiliates between campaigns with customer-handling options. - Improves program organization at scale. * * * ## Adding an Affiliate to a Campaign ### Step 1: Click on Campaign Actions → Add to Campaign !(https://assets.patientcopilot.ai/5ac8fa557ddb6193.png) ### Step 2: Choose the campaign from the pop-up list!(https://assets.patientcopilot.ai/0ec0b0591cc7e217.png) * * * ## Removing an Affiliate from a Campaign ### Step 1: Select Campaign Actions → Remove from Campaign ### !(https://assets.patientcopilot.ai/153ba1c7c6c60e17.png) ### Step 2: Pick the campaign from which you want to remove the affiliate ### !(https://assets.patientcopilot.ai/117e2d412fc9edeb.png) * * * ## Suspending an Affiliate from a Campaign ### Step 1: Click Campaign Actions → Suspend Affiliate ###!(https://assets.patientcopilot.ai/ebb04b6d8eb36694.png) ### Step 2: Choose the campaign you’d like to suspend them from. ###!(https://assets.patientcopilot.ai/96b93029100a363a.png) IMPORTANT: To Unsuspend, follow the same steps. Also, while suspended: You cannot manually add leads, assign commissions, or import past activity for the affiliate.