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 and click Create program. Select “Affiliate” as the program type.

 Then, enter the following information:
  1. Program name
  2. Website URL
  3. Partner portal URL
  4. Commission type and currency
  5. Payout threshold
  6. Commission review period and rounding
  7. Click Create.
Don’t worry; you’ll be able to edit all of these details later.

Program: Overview

Once you complete the initial setup, you will land on the Program Overview page.

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

  1. Program name and partner portal URL;
  2. Commission structure;
  3. Cookie lifetime;
  4. Payout threshold.
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.

Afterwards, you’ll find quick links to manage pending approval requests and payout requests.

Manage approvals will take you to the list of pending partner approval requests if you have approvals enabled for your program. For more information on building a custom approval form, click here.
Manage payouts will take you to the list of pending payout requests. Learn more about payouts here.

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.
  • Automatically approve partner payout requests - if enabled, all earned commissions will be approved immediately. Leave this option disabled if you’d like to review and approve commissions manually.
  • Allow payout requests using bank transfer and PayPal - possibility for your affiliates to request paying out rewards via wire.
  • 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 or duplicate your program:

Notifications tab

The 2nd 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 integration guides, 3rd-party integrations, API, and webhooks here. You can learn more about the integration and the methods here:

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

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