Manually Excluding Customers from CPA Qualifications

by Ralitsa Petkova

Last updated: 11-Jun-2026

MyAffiliates provides a feature that allows authorised managers to manually exclude customers from CPA qualification.

When a customer is excluded, they will not qualify for CPA-related commission calculations until the exclusion is removed.

Feature Availability

This functionality must be enabled for the system and requires the appropriate manager permission.

The required permission is:
Affiliate Permissions > Zone: Customer Details > Can Manage Customer Qualification Exclusions

Excluding a Customer

1. Managers with the required permission can exclude a customer by navigating to:
   Customers > Customer Search > Customer Dashboard > Qualification > Exclude from Qualification

2. When applying the exclusion, the manager must provide a reason for the action.

Note: All qualification exclusions require a reason and are recorded for auditing purposes.
Exclusion records can be reviewed through the Customer Qualification Exclusions Report (BackOffice > Customers > Qualification Exclusions), which includes the reason provided by the manager when the exclusion was created.

System Behaviour

When a customer is excluded:

• The customer cannot trigger CPA qualification while the exclusion is active
• Customers who have not yet qualified will remain unqualified until the exclusion is removed
• Customers who have already qualified can also be excluded

Existing CPA Qualifications

• If a customer has already triggered a CPA qualification, excluding the customer does not immediately remove the qualification.
• To remove the associated CPA calculation, the affected pay period must be reprocessed after the exclusion has been applied.