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Managing Influencers in the Shortly App


๐Ÿ‘ฅ Managing Influencers in the Shortly App


The Influencers List in Shortly displays all registered affiliates and their activity. From here, you can view, approve, and manage influencer applications.


How to Access


  1. Go to your Shopify Admin.
  2. Click Apps > Shortly - Affiliate Marketing.
  3. Select Influencers from the left-hand menu.



๐Ÿ”Ž Influencer Tabs


  • All โ€” Lists every influencer (active, pending, inactive).



  • Active โ€” Currently approved and active influencers.



  • Pending โ€” Influencers awaiting approval.



๐Ÿ“‹ Column Breakdown


Column

Description

Influencer Name

Clickable name/email

Program Name

Program they've applied to

Cooperation Status

Status (Pending, Approved, Rejected)

Application Time

Submission time

Total Orders

Orders driven by influencer

Total Revenue

Revenue from referrals

Action

Manage via More Actions


โž• Inviting an Influencer Manually


  1. Click Invite Influencer (top-right).



  1. Enter their name, email, and program.



  1. Click Send โ€” they'll receive an invitation via email.


โš™๏ธ Managing Influencers



Use the More Actions menu to:

  • Approve/Reject/Deactivate influencers
  • Delete influencer profiles


๐Ÿ‘ค Viewing Affiliate Details


Click any influencer's name to open their Affiliate Details page.



๐Ÿงพ Overview Tab



๐Ÿ”’ Influencer Info


  • Name & Email
  • Status (Pending, Approved)
  • Country/Region (if available)
  • Registration Date
  • Affiliate Program
  • Commission Rule (% or fixed)
  • Affiliate Bio (social links/info)



๐Ÿ“ˆ Performance Report


Metric

Description

Total Clicks

Link clicks

Orders

Completed sales

Net Revenue

Earnings after returns

Total Products Sold

Quantity sold

Total Shipping

Shipping total

Total Taxes

Tax total



โŒ Refunded Orders

  • Cancelled Orders
  • Refunded Revenue



๐Ÿ’ฐ Commission Report


  • Commission Orders โ€” Eligible orders
  • Commission โ€” Payout value



Date Picker


  1. Click the calendar icon (top-right).
  2. Select preset or custom date range.
  3. Dashboard data auto-refreshes.


โœ… Tip: Use custom ranges to analyze campaigns during holidays, sales, or launches.





Metrics Tracked:


  • Clicks
  • Product Views
  • Add To Cart
  • Checkouts
  • Orders
  • Total Revenue
  • Average Order Value




Column

Description

Name

Custom alias/note

URL

Trackable link

Clicks

Clicks count

Orders

Orders from link

Revenue

Sales value

Notes

Extra details



  • Copy URL
  • Edit link
  • Download QR
  • Export CSV
  • Reset analytics
  • View details



Details View Includes:

  • Revenue breakdown
  • Sold products (with pie chart)
  • Traffic insights (visitors, devices, referrers)


Revenue Details


See a visual graph and stats of total:


  • Clicks
  • Orders
  • Revenue
  • Shipping & Taxes
  • Products Sold



Sold Products


Shows a product breakdown for what the influencer has sold:


  • Product Title
  • Quantity Sold
  • Pie chart visualization



Traffic Insights


Get a deep dive into:


  • Visitors & Pageviews
  • Top visited product pages
  • Countries, Browsers, OS
  • Activity timeline and referrers



Export CSV


Need a CSV? Click the Export button to download all affiliate link data.


โš™๏ธ Settings Menu


Toggle analytics columns:

  • Name, URL, Clicks, Orders, Revenue
  • Pageviews, Add to Cart, Checkout
  • Conversion Rate, Notes, Actions


โœ… Tip: Enable only key metrics for a cleaner view.



๐Ÿ“† Orders Tab



Field

Description

Order No.

Shopify order number

Date

Order date/time

Referral URL

Link used

Total

Order value

Commission

Earned amount

Commission Rule

Commission logic

Status

Commission status


โœ… Tip: Click Order No. to view it in Shopify.


๐Ÿ’ฐ Payout Tab



Manage influencer payments here.


Column

Description

Influencer Name

Recipient of payout

Amount

USD payout value

Payment Method

PayPal, Bank, Manual, etc.

Payout Date

Date processed

Status

Paid or Pending

Notes

Optional remarks

Action

Edit/view


Payout Totals Summary:

  • PayPal Payouts
  • Manual Payments
  • Bank Transfers


โœ… Tip: Use search and filters to find records faster.


๐Ÿ  Program & Coupons Tab



๐Ÿ› ๏ธ Program Info


  • View/edit affiliate's program
  • Click Change Program to assign another




๐ŸŽŸ๏ธ Coupons


  • Enter coupon code > Click Add
  • Coupons show with edit/delete options
  • Click Create Coupon to make one in Shopify



  • Copy the unique signup link
  • Share, embed, or email it for onboarding

Updated on: 27/03/2025

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