Customers
Learn how to manage customer status, track their transactions, and handle commissions tied with your program.
By Damjan and 1 other2 authors18 articles
- Types of customer statuses in ToltActive, trial, lead, canceled. and suspended
- How to manually add customersAdd customers manually in Tolt.
- How to update a customer’s statusLearn how to update a customer’s status.
- How to delete a customerLearn how to remove a customer from your program.
- How to suspend a customerLearn how to suspend a customer in Tolt to stop tracking future transactions and commissions.
- How to manage manually submitted leads from partnersLearn how to let partners submit leads manually and review, approve, or decline them from your Tolt dashboard.
- How to import customers from your payment processorSkip manual entry and bring customers straight from your payment processor into Tolt.
- How to import transactions from a payment processorLearn how to import transactions from a payment processor.
Commissions
Learn how to manage and track affiliate commissions, from approval to payout status.
- Managing commissions in ToltControl parnter earnings from customers. Approve, reject, or automate commissions.
- How to manually create a commissionManually create commissions in Tolt with ease by entering key details like amount, date, and status.
- Commission statuses explainedUnderstand the different commission statuses in Tolt and how they affect payouts.
- How to auto-approve commissionsEasily set commissions to auto-approve or manually approve.
- How to delete a commissionLearn how to remove unwanted commissions from your Tolt account to keep your records clean and accurate.
- How to reject commissionsLearn how to reject partner commissions directly or in bulk from your Tolt dashboard.
- How to edit commission amountsUpdate commission amounts directly from the partner profile if something was off or needs correcting.
Transactions
Everything you need to know about transactions through affiliates in your program.
- Understanding transactions in ToltTrack all customer payments made on your website. Managе, and review transactions with ease.
- How to create a transactionLearn how to create a transaction manually and manage payments made by referred customers.
- How to delete a transactionLearn how to delete transactions manually to manage customers payments efficiently.