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A commission plan sets how much an affiliate earns. Most affiliates sit on your base plan, but you’ll sometimes want to move one onto different terms — bump a top performer onto a richer plan, or put a special partner on a plan of their own. This is how you switch an affiliate from one plan to another.

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Change one affiliate’s plan

The most direct way is from the affiliate themselves.
1

Open the affiliate

From your affiliates list, select the affiliate to open their detail page.
2

Open the Commission Plan section

Find the Commission Plan section, which shows the plan they’re currently on, and select Change Plan.
3

Pick the new plan

In the Change Commission Plan dialog, open the Commission Plan dropdown and choose a plan. You’ll see your Base commission plan plus every custom plan you’ve built, each showing its rate (like 20% per sale) so you know what you’re moving them to. You can search by name if you have a lot of plans.
4

Decide about past referrals

Choose whether to also update their existing referrals — see What changing a plan affects below — then select Save Changes.
You can also start this straight from the list: hover over an affiliate’s entry in the Commission Plan column and select Change to open the same dialog without leaving the page.

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What changing a plan affects

The dialog shows two notices, and they’re worth understanding before you save:
  • Only future referrals use the new plan. By default, the change applies going forward — the customers this affiliate refers after the change earn on the new plan, while their existing referrals keep the plan they were already on. To bring their past referrals onto the new plan as well, turn on Update existing referrals in the dialog.
  • A manual change turns off automatic milestone moves. If you use affiliate milestones to move affiliates between plans automatically as they hit targets, setting a plan by hand takes this affiliate out of that automation — from then on, their plan is whatever you set, and milestones won’t change it. This keeps a deliberate choice from being overwritten later.

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Change the plan for many affiliates at once

To move a whole group of affiliates onto the same plan, do it in bulk. Select the affiliates in your list with their checkboxes, then choose Change commission plan from the selection bar. You pick a plan the same way, and you get the same apply to all existing referrals option for the whole selection. See Bulk actions.
Pair this with filters — for example, filter to everyone who’s driven more than a certain amount of revenue, then move them all onto a higher-paying plan in one step.

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Set a custom rate for one affiliate

Sometimes you don’t want a whole plan for a single person — just a different rate. On the affiliate’s detail page, the actions menu lets you switch between Use Commission Plan Rate (the plan’s standard rate) and Use Affiliate Rate (a custom rate you set just for them). Use this when one affiliate has negotiated their own terms but everything else about their plan should stay the same.

Commission plans overview

How commission plans are built and what they can pay.

Bulk actions

Change the plan for many affiliates at once.

Affiliate milestones

Move affiliates between plans automatically as they perform.

The affiliate detail view

Where the Commission Plan section and custom rate live.
Last modified on July 21, 2026