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# Shopify Influencer Management in Shortly: Profiles, Orders & Payout Overview


# 👥 **Shopify Influencer Management in Shortly: Profiles, Orders & Payout Overview**

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.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_i1krg3.png)

### 🔎 Influencer Tabs

* **All** — Lists every influencer (active, pending, inactive).

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_18atz45.png)

* **Active** — Currently approved and active influencers.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_vtzdpm.png)

* **Pending** — Influencers awaiting approval.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_10r371q.png)

### 📋 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** |
---

## ➕ Inviting an Influencer Manually

1. Click **Invite Influencer** (top-right).

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_rxyvha.png)

2. Enter their **name**, **email**, and **program**.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_16l4n23.png)

3. Click **Send** — they'll receive an invitation via email.
---

## ⚙️ Managing Influencers

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_9n0n9c.png)

Use the **More Actions** menu to:
* Approve/Reject/Deactivate influencers
* Delete influencer profiles
---

# 👤 Viewing Affiliate Details

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_19z1qvz.png)

## 🧾 Overview Tab

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_34seip.png)

### 🔒 Influencer Info

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1upsps7.png)

## 📈 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 |

 ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_ab7ge9.png)

## ❌ Refunded Orders
* **Cancelled Orders**
* **Refunded Revenue**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_b1h6kg.png)

## 💰 Commission Report

* **Commission Orders** — Eligible orders  
* **Commission** — Payout value

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1064092.png)

### Date Picker

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

| ✅ Tip: Use custom ranges to analyze campaigns during holidays, sales, or launches.

![](https://image.crisp.chat/process/original/?url=https%3A%2F%2Fstorage.crisp.chat%2Fusers%2Fhelpdesk%2Fwebsite%2F-%2Fa%2F9%2F5%2F5%2Fa9552c769f21a000%2Fimage_10l6i9l.png) 

## 🔗 Links & Analytics

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_117xc65.png)

### Metrics Tracked:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_133cykr.png)

### Link Table Columns:

| Column | Description |
| ---- |
| **Name** | Custom alias/note |
| **URL** | Trackable link |
| **Clicks** | Clicks count |
| **Orders** | Orders from link |
| **Revenue** | Sales value |
| **Notes** | Extra details |

### Link Actions:

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

 ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1q63z9d.png)

### Details View Includes:
* Revenue breakdown
* Sold products (with pie chart)
* Traffic insights (visitors, devices, referrers)

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_k58hha.png)
## Revenue Details

See a visual graph and stats of total:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1d0lyst.png)

## Sold Products

Shows a product breakdown for what the influencer has sold:

* **Product Title**
* **Quantity Sold**
* **Pie chart visualization**

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_lhnhur.png)

## Traffic Insights

Get a deep dive into:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1pf3g5s.png)

### Export CSV

Need a CSV? Click the **Export** button to download all affiliate link data.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_16am6dx.png)

### ⚙️ Settings Menu

Toggle analytics columns:
* Name, URL, Clicks, Orders, Revenue
* Pageviews, Add to Cart, Checkout
* Conversion Rate, Notes, Actions

| ✅ Tip: Enable only key metrics for a cleaner view.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1flswvp.png)
---

## 📆 Orders Tab

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1wg04zi.png)

| 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 |

| ✅ Tip: Click Order No. to view it in Shopify.
---

## 💰 Payout Tab

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_20zg47.png)

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

| ✅ Tip: Use search and filters to find records faster.
---

## 🏠 Program & Coupons Tab

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_5wk5h0.png)

### 🛠️ Program Info

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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1p0pyyu.png)

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_19vpv89.png)

### 🎟️ Coupons

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

### 🔗 Signup Link

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