Signing up & Onboarding

This page covers public signup, invitation flows, verification options, and suggested onboarding content to set affiliates up for success.

Signup flows

Invitation: Admin invites affiliates by email; invitations contain a magic link to complete profile and accept terms.
Public signup: allow external creators to register; use moderation or approval workflows if desired.

Profile and verification

Collect essential profile info: full name, email, payout country, payout method, and optionally tax information.
For higher payout limits, require identity verification (KYC) before enabling auto-payouts.

Onboarding checklist for affiliates

Provide a welcome email with program rules, commission structure, and links to creatives.
Offer a short getting-started guide showing how to create links, use coupons, and read the dashboard.

Best practices for merchants

Pre-fill common settings for affiliates (default landing page or creative suggestions) to reduce friction.
Apply tags to affiliates during signup (e.g., influencer, partner, employee) to aid segmentation and reporting.

Developer notes

Ensure validation for payout details and store identities securely.
Provide hooks (webhooks or APIs) for external CRMs to receive new affiliate events.

Clear onboarding and required verification help reduce payout risk and improve affiliate engagement from day one. Approval and verification

Some programs auto-approve signups; others require merchant approval and may request additional info (website links or social profiles).

Onboarding checklist

Complete your profile: add display name, bio, and social links.
Read program rules: commission rates, prohibited promotion methods, and payout thresholds.
Test your first tracking link with a staging order if advised.

Payments and identity verification

For payout eligibility, you may need to provide tax or identity information depending on the merchant’s requirements and your country.

Tips for a smooth start