Ultimate Guide to Setting Up ClickFunnels Backpack

A Checklist For Affiliate Funnels

Looking to easily learn about one of the most important features of ClickFunnels? You’ve reached the right place!

The Backpack Affiliate System of the ClickFunnels website is an important tool. It helps ClickFunnels users track and manage their affiliate links present in their sales funnels.

Backpack Checklist For Setting Up Affiliates on Clickfunnels

We’re going to take an in-depth look at the steps you need to know, in order to navigate the Backpack feature of ClickFunnels. First, we’ll look at an overview of the Backpack Affiliate Management System!

(It will help to have your browser open, as well as your ClickFunnels account)

  • First, click on the “Backpack” icon at the top of your ClickFunnels Dashboard.
  • After you do this, you’ll see an overview of your sales funnel’s stats. These are broken down into categories such as your “Total Affiliate Sales” and your “Total Commission”.
  • When you scroll down the page, you’ll see other statistical measurements as well as a daily performance overview.

That’s all for now – keep reading to find out more about our ten-step checklist, the ultimate guide to ClickFunnels Backpack!

Looking to launch a new product or service funnel soon?  We’ve helped countless #FunnelHackers overcome broken links, invalid redirects, missing Pixels, wrong videos on webinar – the list goes on…  But all these issues could be avoided by following our Ultimate Launch Checklist. Grab it for free now.


The 10-Step ClickFunnels Backpack Walkthrough

Understanding ClickFunnels Backpack just got easier! We’ll break down the ten steps in two sections.

First, we’ll discuss the layout of Backpack. In the final five steps, we’ll discuss how to add a Backpack affiliate area to your existing sales funnels.

  1. Start by navigating to the main Backpack screen. Get to this screen by clicking on the “Backpack” icon on the ClickFunnels Dashboard.
  2. Once you’ve done this, you’ll see a screen that details all of the relevant statistics surrounding any affiliates you have set up in your sales funnels.
    1. These statistics outline things such as your affiliates sales, commission, and money paid out. If you’re just getting your sales funnel off the ground, most of these numbers have a “0” value next to them!
  3. Another important feature of the main Backpack screen is the drop down menu that appears to the left of Backpack’s statistical overview. From this menu, you’ll be able to navigate through all of Backpack’s Features.
  4. On this drop-down menu, below the “Affiliate Overview” icon, is the “Manage Affiliates” icon. If you click on this section, you’ll be able to manage all of your affiliates as well as get a glimpse of what each affiliate looks like from the affiliate site’s point of view.
  5. Below this icon is the “Commission Plans” icon, which allows you to monitor and edit the commission rates of each of your sales funnels.
    1. At the top right corner of this page, you can add a commission plan by clicking the “New Commission Plan” icon.
    2. Now that you know what Backpack is, how do you add its power to your ClickFunnels? Let’s take a look at the final five steps on our checklist!
  6. Start by logging onto the ClickFunnels website, and log into your account. Create a new sales funnel. This action is performed by clicking on the “Create Funnel” icon, which is located in the center of the page.
    1. (Note: If you’re trying to add an affiliate area to an existing funnel, don’t worry about creating a new funnel)
  7. Next, locate the “setup custom funnel url” text, which is located at the top right corner of the funnel screen.Click this text, and the site will prompt you to fill in several lines of information. The line you’ll need to fill in is the “path” box.
  8. Next, create a new page in your funnel. Do this by scrolling to the bottom of the menu on the left side of the screen, and click “add new page”. Title it “Affiliate Access” and choose the “Affiliate Access” template type for its layout.
  9. Add another page to your funnel by doing the same thing we talked about. Title this one “Affiliate Area” and choose the “Affiliate Area” template type.
  10. Now, you have a Backpack affiliate area in your existing sales funnel!

Common FAQs Relating to ClickFunnels Backpack

What’s the purpose of the “Affiliate Area” page in my sales funnel?

Can I customize the “Affiliate Area” to my liking, or is it a preset template?

  • You can customize many parts of the “Affiliate Area” page, starting with the initial template/landing page itself.

How do individual commission plans become associated with a particular product or affiliate?

  • Starting in Backpack, create a new commission plan with a specific title. Keeping the tab open, go to the sales funnel you’re looking to connect the commission plan with.
  • Go into “Funnel Settings” and scroll down the page until you see the “Backpack” logo. Check the box titled “Affiliate Enabled”, and type in the name of the commission plan you created earlier, in Backpack.

How do I adjust an affiliate’s commission percentage?

  • Open up Backpack and navigate to the “Commission Plans” tab on the left drop-down menu. Once in this area, click on the “Affiliate Promotions” icon.
  • This will bring up a list of your affiliates, which you’ll be able to click on. Clicking on each affiliate allows for the modification of their commission.


Pitfalls, Limitations, and “Gotchas”

  • Sticky Cookies: Even if a customer doesn’t purchase the product promoted in one affiliate link, the affiliate link will still make commission from a second product that’s purchased later on. This will only happen if the second product purchased is commissionable.
  • The Importance of the Correct Funnel Path: You’ll need to set the correct funnel path for your ClickFunnels. If you don’t, your affiliates won’t make commission from their referrals.
  • Payment Gateway Support: ClickFunnels only (currently) supports affiliate tracking by sales that are processed through Stripe, Recurly, EasyPayDirect, and NMI.
  • Only USD Are Supported: ClickFunnels only supports United States currency, for now. (Sorry VAT Euro Friends! You will have to do some steps manually outside of CF to get yourself fully compliant.)
  • ClickFunnels Only: A visitor must land on one of your a ClickFunnels pages for affiliate links to track and (hopefully) generate commissions.

Understanding the ClickFunnels Backpack Feature is a Crucial Step to ClickFunnels Success!

Don’t sell yourself or your affiliates short by improperly managing your affiliate commissions, links, and sales funnels.

Looking to launch a new product or service funnel soon?  We’ve helped countless #FunnelHackers overcome broken links, invalid redirects, missing Pixels, wrong videos on webinar – the list goes on…  But all these issues could be avoided by following our Ultimate Launch Checklist. Grab it for free now.