76.1 Affiliate Activity Records

AIUNIFY CRM provides separate Affiliate Orders and Affiliate Logs workspaces for permissioned users.

These records help you trace activity beyond the summary information shown on the Affiliate Dashboard.

76.2 Affiliate Orders

Open Affiliate Orders when you need to review business transactions associated with affiliate activity.

Order-related information can be used together with the applicable Affiliate Member and Program to understand how an affiliate transaction was handled.

76.3 Order Identification

The Affiliate source includes concepts such as Order ID, Order Code, Commission Status, and Affiliate Program.

Use identifiers whenever possible when comparing an Affiliate Order with another CRM or commerce record. Names alone may not uniquely identify the transaction.

76.4 Reviewing an Order

1. Open Affiliate Orders.
2. Locate the intended order.
3. Confirm the Order ID or Order Code.
4. Review the related Member.
5. Review the applicable Program.
6. Review Commission Status.
7. Compare the order with related Logs or Wallet activity when necessary.

76.5 Orders Awaiting Review

The Affiliate module includes a concept for Orders not yet approved and waiting states.

When such records are presented, review the underlying order information before performing any available operational action. Confirm that the transaction qualifies under the applicable business process.

76.6 Affiliate Logs

Affiliate Logs provide a more detailed activity trail for affiliate events.

The source includes activity concepts such as Click ID, Click Type, Product Views, User IP, registrations, and program relationships.

76.7 Reviewing a Log

Use Logs when you need to understand how activity occurred before or around an Affiliate Order.

1. Open Affiliate Logs.
2. Identify the relevant date or activity.
3. Review Click or View information when present.
4. Review the related Member or Program.
5. Compare the Log to the resulting Order or registration.
6. Document or escalate genuine discrepancies through the normal business process.

76.8 Product Views

Product View information can indicate that affiliate traffic reached product content. A Product View does not by itself establish that an order or commission was completed.

Use Orders and Wallet records to confirm later financial activity.

76.9 Registrations

New Registration information can represent an affiliate-generated signup. When investigating a registration, compare it with the associated Member and other activity rather than assuming that every registration has produced a commissionable transaction.

76.10 Commission Status

Commission Status helps describe the current state of commission-related order activity.

Use the recorded status together with the Program and Wallet data before concluding that an amount has been fully processed.

76.11 Recommended Activity Review Workflow

1. Start with the Member or Dashboard context.
2. Open the relevant Affiliate Order.
3. Confirm identifiers and Program.
4. Review Commission Status.
5. Open Affiliate Logs for supporting activity.
6. Review Wallet Transactions for financial confirmation.
7. Use Reports when broader analysis is needed.

76.12 Best Practices

• Use Order IDs and Codes when comparing records.
• Do not treat a click or Product View as a completed order.
• Confirm Program effective dates.
• Review Commission Status.
• Use Logs as supporting activity evidence.
• Use Wallet records to verify financial movement.