OmniReach Affiliates Program / Affiliates Program

Affiliate Referral Page - Leads, Customers, Cancelled Statuses

Modified on: Thu, 9 Apr, 2026 at 10:20 PM

The Affiliate Referral Page is a vital component for affiliates using OmniReach’s Affiliate Manager system. This article exists to help affiliates and administrators clearly understand how contacts are categorized within the affiliate referral lifecycle—specifically as Leads, Customers, or Cancelled.

TABLE OF CONTENTS

Where can I find the Referral page?
Your Referral Categories
Related Articles

Heads up: we’re currently rolling out updates to the Affiliate Portal, so you may notice that some videos and images in this article don’t exactly match what you’re seeing on your screen just yet.

Everything will be updated very soon to reflect the latest version. In the meantime, if anything feels unclear, reach out to your Affiliate Manager with any questions.

Where can I find the Referral page?

In the Affiliate Portal, navigate to the Referrals section from within your dashboard to view all referral activity.

1. Click on Affiliate Portal

2. Click on Referrals at the top of the dashboard.

Note: You can now see the First name of your Referrals in this view as well!

Your Referral Categories

Any
Active / Paying
Signup
Lead (or, "Subscribed")
Canceled

Any

This shows all your affiliate customers from every referral category.

Active / Paying

These are your current active affiliate customers who are paying a OmniReach subscription. You are earning a commission on these customers every time they renew their subscription!

Note: You will only earn a commission on customers who pay thier subscriptions. If customers pause, cancel, or request a refund you will not get a commission for those customers.

Free / TrialSignup

These customers have completed the sign-up, and they have active go OmniReach accounts on a free trial

These customers will have a status that says Not A customer yet. This means they are in trial and will become a customer when they pay their first subscription.

Lead (or, "Subscribed")

These are customers that have only completed step one of the free trial sign-up. They began the sign-up process using your referral link, but did not complete it to begin their free trial.

Note: For referrals in this state, you might notice a discrepancy between State "Lead" and State “Subscribed”). In this context, “Subscribed” and “Lead” are interchangeable.

Canceled

These customers have canceled OmniReach subscriptions. You are currently not getting a commission on these customers. When these customers renew their subscription they will switch back to the paying category.

Note: There is a bug where sometimes affiliate customers will cancel a Marketplace Service and the affiliate software will temporarily mark them as “cancelled”. As soon as they make their next payment for OmniReach, their account will show as “Active” again in your account. We are aware of this problem and working on a fix. Please reach out to Support if you need any help clarifying your cancelled customers.

For hands-on help, email info@omnireach.co or chat with us directly!