Skip to main content

How to Create and Edit Offers

A quick guide for creating, managing and updating offers

Written by Andre Tan

Offers house the commission rates affiliates and influencers will earn when promoting your products. Offers can also be leveraged to strategically segment your program.

Your Refersion account allows for an unlimited number of offers and an unlimited number of affiliates per individual offer. You can start with the default offer or a standard offer for your industry, and experiment from there.

Please Note: While you can have unlimited affiliates and offers, affiliates can only belong to one offer at a time.

Offer page overview:

From your Dashboard, go to Affiliates>Offers. On this page, you'll see a table with all of the offers you've created or just a single default offer if you're just getting started. You can quickly see how each offer is performing by reviewing the revenue and conversion count columns.

Creating Offers:

  1. To create a new offer, click the +Add Offer button.

  2. Enter or Edit the Offer Name.
    The names are just for your internal use and don't get displayed to affiliates. We recommend using names that help you easily identify the offer for future reference. You can use specific names to help you segment your affiliates.

  3. Select your Commission Type.
    Note: Percent of sale is the most common type of commission offer. Learn more about the different types of commission structures.

    You also have the option to 'Enable Variable Commission by Attribution Type'. This allows merchants to assign different commission rates based on conversion type. A common use of this is to award different commissions on conversions from links versus coupon codes.

  4. Optional: Add your Commission Terms.
    Note: The Commission Terms entered here are per offer. If you have program-wide terms that apply to all affiliates, then you should enter them on the Account>Settings>Program Terms and Privacy tab. Feel free to reference our help guide on what to include in your program terms for additional guidance.

  5. Expand the Advanced Options if you’d like to refine the offer more:

  • Attribution Window: Set an attribution window for conversion. By default, this is set to 90 days

  • Automatically approve affiliates who apply for this offer? Can speed up your onboarding process, but it will also mean greater risk (less quality assurance) for your program. This is generally NOT recommended.

  • Automatically deny conversions for renewing subscriptions. This setting will deny conversions for subscription orders after a specific number of renewal cycles. For example, you can choose to credit for the first month only, then deny conversions for the remainder of the subscription lifetime. Otherwise, affiliates will continue to earn commission each month the customer renews their subscription.

  • Make private. Enabled, this setting will encrypt the offer link so you can share it discreetly (this setting is not available for your default offer). Once an offer is private, only affiliates with the encrypted link will be able to apply. Anyone else who tries to visit your private offer will be redirected to the Refersion homepage.

When you are finished building your offer, click Save Changes.

Editing Offers:

To edit an existing offer, you can scroll through your list and click the name of the offer to be taken to the offer details page.

Searching and Filtering Offers:

If you have a lot of offers, you can use the search bar to find the offer by its name or ID. You can also click the filter icon to filter the list by offer type, revenue, or conversion count:


Pro tip: You can move an affiliate to a new offer from the Affiliates page. Select up to 50 affiliates at a time using the checkboxes on the left and click the Change Offer button:

Did this answer your question?