Create and customize an affiliate program

In this article we'll go through the main settings of an affiliate program. If you haven't yet, you'll need to create a program first. 

Navigate to the Programs page on the left-hand side menu and click Create program:

Select “ Affiliate” as the program type:

Enter the program name, your website, and the partner portal links, and click Next:

Next, define how your partners will be rewarded. You can choose from pre-set options, or enter a custom solution:

Click Create.

Don’t worry; you’ll be able to edit all of these details later.

Once created, you'll be offered to proceed with the integration steps. You can follow the integration wizard or customize your program.

Program: Overview

The  Program Overview page displays the steps required to finalize your program setup:
Below the setup wizard, you'll find your Program overview.

First, you will be presented with the main information about your program:

  1. Program name;
  2. Commission structure;
  3. Cookie lifetime;
  4. Payout threshold.

Next, you'll see all program links, such as:

  1. Website URL;
  2. Partner portal URL;
  3. Program page;

Then, you’ll see a performance overview of your program:

  • Partners - the number of partners who have signed up for your program.
  • Rewards - the total amount of rewards your partners have earned and the amount already paid out.
  • Program revenue - the total revenue generated by partners in this program.

Lastly, you'll find a quick overview of program activity:

This includes:

  • Performance metrics, such as visits, signups, paid customers, sales, and conversion rates.
  • Daily overview with main metrics from the last 5 days.
  • Top partners and most recent partner sign-ups and conversions.

Program: Settings

General tab

The General tab gives you the option to view and edit the main details of your program:

  • Program name - this name will be visible to your partners when they sign up and is used in program emails.
  • Website URL - the default page that your partners’ affiliate links will lead to.
  • Partner portal URL - the partner portal login page. You can use our default link or connect your own domain.

Here you can:

This Other section offers additional options for your program:
  • Enable approval form for new partners - if enabled, new partners will have to fill out a form and get approved before accessing your program. Read more about approvals here.
  • Email notifications for partners - if enabled, your partners will have the possibility to allow email notifications about new signups, sales, and others. Learn more about program emails here.
  • Onboarding description for new partners - if enabled, your new partners will get a description sidebar tabs below their profile settings. Read more about onboarding here.
Make sure to click Update after you make any changes!

The last section on the General tab is to delete, duplicate or reset your program:

Notifications tab

The second tab in the program Settings section is Notifications:
Here, you can enable notifications for various events in your program. Here's how.

Program: Integration

The third section is dedicated to integrating your program:
You'll find tabs for integration guides and 3rd-party integrations, API, Webhooks, Security, and Logs here. You can learn more about the integration and the methods here:

Our full list of integration-related articles can be found here.

Continue reading about partner portal setup and customization here.

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