Affiliates & referrals
Approve, move and manage affiliates and the customers they refer.
12 articles
- Invite affiliatesAdd an affiliate yourself, send them a welcome email, and optionally give them a Stripe discount code.
- What each affiliate action doesEvery item in the Actions menu on an affiliate's profile, what it changes and when to use it.
- Approve or reject applicantsWork through the Pending queue, use the built-in checks, and approve people straight into the campaign you want.
- Move an affiliate to another campaignChange an affiliate's primary campaign or add them to a second one, and know exactly what happens to their existing referrals and commissions.
- Move a referral to another affiliateHand a referred customer to a different affiliate, choose whether unpaid commissions go with them, and see exactly what moves before you confirm.
- Add a referral manuallyCredit an affiliate for a customer tracking missed, so their future payments earn commission, and import past Stripe sales if you want.
- Send a test referralSee a referral and its commission land in your dashboard in seconds, without real traffic or real money.
- See what an affiliate seesOpen your affiliate portal as one of your affiliates, read-only, to check their numbers, links and messages before you answer a question.
- Suspend, archive or delete an affiliateThree ways to stop working with an affiliate, what each one does to their links and money, and how to undo it.
- Re-engage quiet affiliatesUse Affiliate health to find who never started, slowed down or went quiet, and send each group a nudge email that fits.
- Review risk and fraud alertsUse the Risk center to check duplicate accounts, network risk-list matches and buyer chargeback alerts, and decide on the commissions involved.
- Publish and update your program rulesWrite the terms affiliates accept, publish changes as new versions, and show affiliates exactly what changed.
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