Getting started with Affinity Alliances

What is Affinity Alliances?

Used in conjunction with Affinity's Pathfinder Chrome Extension, Affinity Alliances will enable you to share your network with your close colleagues and friends so that you can prospect better and mutually benefit from warm introductions.

Overview

• How to use Affinity Alliances
• What is an Ally? What do they see by allying with me?
• How do you make Allies?
• How many degrees of connections are made with Alliances?
• How do I get to my Alliances Dashboard?
• Navigating your Alliances Dashboard
• Removing an Alliance connection
• Note for Microsoft Exchange (On-Premise) users

How to use Affinity Alliances

Though Affinity Alliances complements the Affinity CRM experience (paid service), you can still use Affinity Alliances as a separate, stand-alone platform for free in conjunction with our Pathfinder Chrome Extension, which will enable you to see your alliances and their connections show up on LinkedIn and on any website you visit.

What is an Ally? What do they see by allying with me?

When you make an Alliance with someone on Affinity, they become your ally. As allies, you both agree to share with one another your respective networks. 

Your allies will not be able to see your email or calendar data. In the same way, you will not be able to see their email or calendar data. Your allies will only be able to see your relationship strength with people you know. See example below:

1. Who you know (Full name of your connections)
2. How well you know them (Relationship strength you have with your connections)
   
   

How do you make Allies?

There are three ways you can form an Alliance with someone. 

1. You are a part of the same Affinity CRM account. All users within the same Affinity CRM account are allies by default and will be able to see each other's connections and relationship strengths (see Connections and Relationship Strength).
2. You send an email invite on your Alliances dashboard to anyone - whether it's your team members who don't have access to the same Affinity CRM account or external contacts outside of your team.
3. You join an existing Alliance Group (see What is an Alliance Group?).

How many degrees of connections are made with Alliances?

With Affinity Alliances and Alliance Groups, you can see up to the following degrees of connections:

• 1st degree connections - People or Allies whom you have directly communicated with.
• 2nd degree connections - People whom your 1st degree connections have directly communicated with (but you have not).

We currently do not support 3rd degree connections - people whom your 2nd degree connections have directly communicated with (but you have not).

How do I get to my Alliances Dashboard?

1. For Affinity CRM users: Click on your Name in the top-left corner, then click Alliances.
   
   
   
2. For non-Affinity CRM users: Go to affinity.co and click Sign in on the top-right corner.
   

Navigating your Alliances Dashboard

1. Send Alliance invites to both people who are already on Affinity Alliances, as well as people who have yet to try Affinity Alliances.
2. We'll surface new companies that have been added to your network based on the new people you are speaking with.
3. Send Alliance invites to people who are already using Affinity Alliances.
4. View all your allies and all the Alliance Groups you are a part of (see What is an Alliance Group?).
5. View/edit your profile, manage your general settings and privacy settings, and read our FAQ section to learn even more.
   
   
   

Removing an Alliance connection

1. Once in your Alliances dashboard, click the user icon on the top-right corner.
2. Then, click View profile.
3. Then, click the button next to your ally to remove your connection.
   

Note for Microsoft Exchange (On-Premise) users

Affinity Alliances is only optimized for users whose email clients are based on Gmail or Office365, not for those whose email clients are based on Microsoft Exchange (On-Premise).

• If you have a Microsoft Exchange (On-Premise) email account, feel free to reach out to support@affinity.co by mentioning which email address you'd like to create an Alliance account for, as well as the custom EWS URL associated with this email address (see How to find your custom EWS URL).