How to Pay and Track Affiliates in Systeme.io (Without Screwing It Up)

Getting people to promote for you is great — until you forget to pay them. Systeme.io makes affiliate payout and tracking painless, but you still need to do it right.

Here’s how to stay organized, automated-ish, and trusted.

Step 1: See Who’s Making Sales

Go to:
Sales → Transactions → Affiliate Commissions

You’ll see:

  • Sale amount

  • Who made it

  • Commission earned

  • Paid/unpaid status

  • Recurring vs one-time

Click into any transaction for full breakdown.

Step 2: Approve or Deny (if needed)

If you’re using manual approval:

  • Go to Sales → Affiliates

  • Check pending requests

  • Approve based on your criteria (email quality, niche, audience fit)

This stops spammy or low-quality affiliates from sneaking in.

Step 3: Pay Them (Manually)

Systeme.io tracks commissions, but you send the money.

Most people use:

  • PayPal

  • Wise

  • Crypto (for savage affiliate bros)

  • Bank transfer

After payment, go back into Systeme.io → Mark as Paid
This updates their stats and clears your books.

Step 4: Customize Payout Thresholds

Inside Settings, you can set a minimum payout (e.g. €50) to avoid small, annoying transfers.

Also smart to set a payment delay (like 14–30 days) in case of refunds.

Step 5: Keep a Spreadsheet (Yes, Really)

Systeme.io handles 90% of the tracking, but keeping a backup sheet with:

  • Affiliate name

  • Payment method

  • Date paid

  • Amount

  • Notes

...saves your butt if PayPal freezes, an affiliate disputes, or you want to reward high-performers later.

If you're not tagging your leads the moment they come in, you're wasting segmentation power. Good news: you can do it automatically — and invisibly.

Here’s how to auto-tag new contacts so your list stays clean without lifting a finger.

What You’ll Use

  • Funnel or Form

  • Automation Rule

  • One-time config. That’s it.

Step-by-Step: Tag on Funnel Entry

  1. Go to your funnel

  2. Click on the step (e.g. opt-in page)

  3. Scroll to Automation Rules

  4. Click Add Rule

    • Trigger: Form submitted

    • Action: Add tag → e.g. lead, ebook-optin, from-seo, etc.

Now every new signup from that funnel gets tagged instantly.

Bonus: Stack Multiple Tags

You can add more than one.

Example:

  • Tag 1: lead

  • Tag 2: blog-reader

  • Tag 3: funnel-a-entry

Now you know who they are, where they came from, and what they want — without asking them anything.

Step-by-Step: Tag from Email Click

Want to tag contacts who click a specific email link?

  1. Go to your email

  2. Highlight a link

  3. Enable Tracking

  4. Set Action: Add tag (e.g. interested-in-product-A)

This is perfect for segmenting based on behavior — not guesses.

Why Tag Automatically?

  • Better targeting

  • Smarter automations

  • Higher conversions

  • Fewer unsubscribes

  • You stay organized as you scale

You don’t need to build logic trees in your head. Just tag as you go.

🙈 Low-Key Plug (It’s Relevant)

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