How to Send Emails to a Specific Group of Affiliates in Post Affiliate Pro

Problem definition

Affiliate program managers often need to contact a targeted group of affiliates—such as a list of selected individuals—without emailing their entire affiliate base or manually adding each recipient. Post Affiliate Pro provides powerful tools for filtering and grouping affiliates for bulk communications.

Sending Emails Using the ‘Username is in’ Filter in Post Affiliate Pro

If your group of affiliates does not share any common profile attribute (e.g., program, country, or status), you can still efficiently email them all by:

1. Going to the Affiliate Manager and clicking the “Advanced Search” button.
2. Choosing “Add a Custom Filter field.”
3. Selecting “Username” as the field, “is in” as the operator, and entering the usernames of the affiliates you want to reach (comma-separated).
4. Saving this filter for future use.
5. When composing an email (Emails → Send message), selecting this saved filter to address your message to exactly these affiliates.

Grouping Affiliates with a Custom Profile Field

For use cases where you may want to regularly contact or dynamically update a group of affiliates:

1. Go to Configuration → Affiliate signup → Fields.
2. Add a custom field, such as a checkbox labeled “Special affiliate” (see instructions ).
3. Edit each affiliate’s profile and set this custom field as needed.
4. In Advanced Search, filter by the custom field value (e.g., “Special affiliate” checked), and save the filter.
5. Use this filter when sending group emails.

Best Solution for Recurring or Dynamic Groups (e.g., VIPs, Regional Teams)

For recurring or dynamic groups, such as VIPs or regional teams, the most effective solution is to create an “Affiliate type” listbox custom field:

1. Go to Configuration → Affiliate signup → Fields.
2. Add a new custom field and select the “Listbox” type. Name it “Affiliate type” or similar.
3. Enter options for each type or team you want to define (for example: “VIP”, “Team A”, “Team B”, “Regional Europe”, “Regional US”, etc.).
4. Set the correct team/type for each affiliate in their profile.
5. Use Advanced Search to filter by the “Affiliate type” field and select the desired value (such as all “VIPs” or a specific team).
6. Save this filter for easy future use when sending emails or managing groups.

This approach allows you to categorize affiliates flexibly, update group membership as needed, and quickly communicate with entire teams or types with just a few clicks.

Troubleshooting

• If your filter does not appear in the email recipient dropdown, ensure it was saved correctly in Advanced Search.
• Double-check that usernames are entered exactly as they appear in the system, with no extra spaces.
• When using custom fields, verify they are visible and editable in both the signup form and affiliate profile editor.
• For bulk edits, consider exporting and re-importing affiliate data with updated custom field values if needed.

Best Practices for Affiliate Communication in Post Affiliate Pro

• Use descriptive names for saved filters so you can easily identify their purpose.
• For temporary groups, the “username is in” filter is fast and effective.
• For recurring or dynamic groups (such as VIPs, regional teams), use an “Affiliate type” listbox custom field to assign affiliates to specific groups and filter accordingly.
• Always test your filter with a test email to verify the right recipients.

What else can I filter affiliates by in Post Affiliate Pro?

The Advanced Search allows you to filter by nearly any affiliate data field: country, commission group, status, signup date, and custom fields. Use combinations of filters to create highly targeted recipient lists for communications, reporting, or bonus campaigns.

How do I manage and update existing affiliate filters?

Saved filters can be edited or deleted in the Advanced Search interface. For dynamic groups, update custom profile fields as your requirements change, and simply reuse the filter for new email campaigns.

Step-by-step guide: Emailing a custom group of affiliates

1. Identify the affiliates to contact.
2. Use Advanced Search to filter by “Username is in” (for a static list), by a custom field (for a dynamic group), or by an “Affiliate type” listbox field for teams and recurring groups.
3. Save the filter with a unique name.
4. Go to Emails → Send message, and select your saved filter under “Select predefined filter.”
5. Compose your message and send.

This approach streamlines your affiliate communications and ensures you reach only the intended recipients with minimal manual effort.