A Tour of Your Affiliate Dashboard

Overview

Your affiliate dashboard is the central hub for everything related to your partnership with TrekMail. This article walks you through the Overview tab. It is the first screen you see when you open the Affiliate section.

To access it, click Affiliate in the left sidebar of your TrekMail dashboard.

You do not need to wait for final approval to open the workspace. As soon as you enrol or start an affiliate application, TrekMail unlocks the dashboard so you can review the Creative Kit, prepare campaign details, and save payout information. Approval is required before an active tracking link can be created and before payouts can be requested.

Balance cards

At the top of the Overview tab you will find three cards showing your financial position at a glance:

Note: The 30-day hold period exists to account for refunds and chargebacks. A commission becomes available after its release date if it has not been reversed. The release date is shown in the Commissions ledger.

Performance snapshot

Below the balance cards, the performance snapshot shows your key metrics for the current period:

• Clicks: the number of times your affiliate links have been clicked.
• Signups: visitors from your links who created a TrekMail account.
• Paid conversions: qualifying paid events credited to an attributed account. This can include paid invoices and verification-credit purchases.
• Conversion rate (CVR): paid conversions divided by clicks.

These numbers reflect the selected period when you open or refresh the dashboard. Use the Analytics tab for a detailed breakdown by link, UTM campaign, and funnel stage.

Top links

The top links section shows your highest-performing affiliate links, ranked by paid conversions. For each link you can see the custom code, total clicks, and conversions.

This makes it easy to see which channels or campaigns are driving revenue rather than just traffic. If one link consistently outperforms others, consider building more content around the same audience or angle.

Journey checklist

The journey checklist on the Overview tab tracks your onboarding progress. It shows four steps:

1. Affiliate workspace enabled: completed automatically when you access the affiliate section.
2. Complete payout and profile details: add your PayPal or Stripe payout details so finance can process your withdrawals when the time comes.
3. Submit your application: apply for the affiliate program and wait for review.
4. Tax profile submitted: after approval, complete the appropriate W-9, W-8BEN, or W-8BEN-E form in the dashboard so a missing compliance document does not delay a payout request.

Steps can be completed in any order. We recommend completing the payout details and tax profile before your application is reviewed, so nothing slows down your first commission.

Dashboard tabs at a glance

Your affiliate dashboard currently has eight tabs: