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Understanding Your Two Affiliate Dashboards

Brandon Austin avatar
Written by Brandon Austin
Updated this week

Understanding Your Two Affiliate Dashboards

Navigate between your Heritage Web Dashboard and Affiliate Portal to access different features and tracking capabilities.

Quick Answer

The Affiliate Program operates through two integrated systems: a basic Affiliate Dashboard embedded in your main Heritage Web account (dashboard.heritageweb.com) for quick access and simple metrics, and a comprehensive Affiliate Portal (affiliate.heritageweb.com) for advanced tracking, custom links, and payment management. Both work together but serve different purposes.

Overview of the Dual System

Why Two Dashboards?

Heritage Web uses this dual approach to provide:

  • Convenience: Quick stats without leaving your main account

  • Power: Advanced features for serious affiliates

  • Integration: Seamless connection between systems

  • Specialization: Each platform optimized for its purpose

How They Work Together

  • Single Enrollment: Join once, access both

  • Synchronized Data: Information updates across both platforms

  • Different Logins: Separate credentials for security

  • Complementary Features: Each dashboard has unique capabilities

Heritage Web Dashboard (Embedded)

Access

  • URL: dashboard.heritageweb.com

  • Login: Your regular Heritage Web credentials

  • Location: Affiliate Dashboard in main menu (after enrollment)

Features Available

  • Basic Statistics:

    • Total referrals count

    • Current month commissions

    • Lifetime earnings summary

    • Basic performance metrics

  • Quick Actions:

    • View your single referral link

    • Copy link to clipboard

    • See commission balance

    • One-click enrollment (first time)

  • Integration Benefits:

    • No separate login needed

    • Access alongside listings management

    • View while managing other Heritage Web features

    • Simple interface for casual affiliates

Best Used For

  • Checking quick stats

  • Getting your basic referral link

  • Casual affiliate participation

  • Initial program enrollment

Affiliate Portal (Advanced)

Access

  • URL: affiliate.heritageweb.com

  • Login: Separate username/password (created during enrollment)

  • Credentials: Sent via email after joining program

Comprehensive Features

Analytics & Reporting

  • Traffic Analysis:

    • Real-time click tracking

    • Geographic data

    • Device breakdowns

    • Conversion funnels

  • Commission Details:

    • Transaction-level data

    • Customer purchase history

    • Pending vs. available breakdown

    • Refund tracking

  • Performance Metrics:

    • ROI calculations

    • Campaign comparisons

    • Time-based analysis

    • Custom date ranges

Link Management

  • Custom Links:

    • Unlimited tracking links

    • UTM parameter builder

    • Campaign organization

    • QR code generation

  • Testing Tools:

    • Link validation

    • Click testing

    • Redirect verification

Payment Center

  • Payout Management:

    • Request withdrawals

    • Payment method configuration

    • Transaction history

    • Tax document access

  • Balance Tracking:

    • Detailed balance breakdown

    • 60-day review status

    • Available for payout

    • Expiration warnings

Best Used For

  • Professional affiliate marketing

  • Detailed campaign tracking

  • Payment management

  • Advanced analytics

Comparison Table

Feature

Heritage Web Dashboard

Affiliate Portal

Access

Main account login

Separate login

URL

dashboard.heritageweb.com

affiliate.heritageweb.com

Basic Stats

βœ“

βœ“

Single Referral Link

βœ“

βœ“

Custom Tracking Links

βœ—

βœ“

UTM Parameters

βœ—

βœ“

Detailed Analytics

βœ—

βœ“

Payment Requests

βœ—

βœ“

Commission Reports

Basic

Detailed

Campaign Tracking

βœ—

βœ“

QR Codes

βœ—

βœ“

Export Data

βœ—

βœ“

Navigating Between Dashboards

Quick Switching

  1. From Heritage Web to Portal: Look for "Advanced Analytics" link

  2. From Portal to Heritage Web: Use bookmarks or separate tabs

  3. Keep Both Open: Use different browser tabs for efficiency

Data Synchronization

  • Update Speed: 5-10 minutes between systems

  • What Syncs: Referrals, commissions, basic metrics

  • What Doesn't: Custom links are Portal-only

Common Workflows

Daily Check-In

  1. Start at Heritage Web Dashboard for quick overview

  2. See unusual activity? Switch to Portal for details

  3. Need to request payout? Use Portal

  4. Managing listings? Stay in Heritage Web Dashboard

Campaign Launch

  1. Create custom links in Affiliate Portal

  2. Set up UTM tracking parameters

  3. Generate QR codes if needed

  4. Monitor performance in Portal analytics

Payment Management

  1. Check balance in either dashboard

  2. Request payout in Affiliate Portal only

  3. View payment history in Portal

  4. Update payment method in Portal

Troubleshooting Access

Can't Find Affiliate Dashboard

  • Ensure you've enrolled in the program

  • Check main navigation menu

  • Clear browser cache

  • Try logging out and back in

Forgot Portal Password

  • Passwords are separate from Heritage Web

  • Use "Forgot Password" at affiliate.heritageweb.com

  • Check email for reset link

  • Contact [email protected] if needed

Data Doesn't Match

  • Allow 5-10 minutes for sync

  • Refresh both dashboards

  • Check date ranges match

  • Portal has more detailed/accurate data

FAQs

Do I need to use both dashboards? No, but using both maximizes your capabilities. Casual affiliates might only need the Heritage Web Dashboard, while serious marketers benefit from the Portal's advanced features.

Why can't I request payouts from Heritage Web Dashboard? Payment processing requires the advanced security and features of the dedicated Affiliate Portal.

Can I have different emails for each dashboard? Yes. Your Heritage Web account and Affiliate Portal can use different email addresses.

Which dashboard shows more accurate data? The Affiliate Portal has more detailed and real-time data. Use it for important decisions.

What if I only want one login? You can primarily use the Heritage Web Dashboard for basic needs, but you'll need the Portal for payouts and advanced features.

Next Steps

  • Bookmark both dashboard URLs

  • Save login credentials securely

  • Explore Portal features

  • Set up custom tracking links

  • Configure payment methods

Related Articles

  • Tour of Your Affiliate Portal

  • Join the Heritage Web Affiliate Program

  • How to Generate Your Unique Referral Link

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