Refersion makes it very easy to pay affiliates once they have generated conversions for you. Keep in mind that payments to affiliates are not made automatically, you need to log in to pay them. There are three different ways to pay affiliates:
- PayPal Payouts: Refersion integrates with PayPal Payouts to easily pay affiliates. Instructions on how to set that up can be found here.
- Payment Rails: When using Payment Rails payment can be routed to an affiliate's bank or PayPal account. Payments Rails stores payment information for financial reporting purposes.
- Gift Card via Email: Sends the affiliate an email with the gift card you create and marks the affiliate as paid
- Manual Payment: You can pay the affiliate outside of Refersion (wire transfer, check, Venmo, etc) and mark them as paid in Refersion so your reporting is accurate.
To pay affiliates, navigate to the Payments tab. Here, all the affiliates that have a payment due (i.e. that have conversions that have been approved in Refersion) are listed. You can search for a specific affiliate, filter by offer, and click Show Advanced Filtering to display some more filtering options. From here you can filter by the minimum amount owned or affiliates with a PayPal email. Finally, you can search for payments from a specific Conversion Date range. The PayPal logo will be displayed next to affiliates that have supplied a PayPal email address.
Select the affiliates you'd like to pay. Multiple conversations by the same affiliate will be grouped together; click See Conversions to view the individual orders. After selecting the affiliates, click Process Bulk Payments on the bottom. You will be presented with the three payment options:
PayPal Payouts and Mass Payments:
PayPal Payouts is the easiest way to pay affiliates, once setup you can pay affiliates with just a few clicks! In order to enable this feature you need to actually enable the Payouts API. Detailed instructions on how to do this can be found here. Note that your PayPal account will also need to have enough funds to cover the payments.
Please note: Paypal is retiring Mass Payments in the near future. We highly recommend switching to Paypal Payouts ASAP. Here's an article covering the benefits of making the switch.
Before paying affiliates with PayPal Mass Payments or Payouts, make sure the Payment Info Supplied column displays the PayPal logo in the previous step. If it is not displayed, that means the affiliate has not supplied their Paypal email address. They can update this from the affiliate dashboard, or you can update it for them by going to Manage > Affiliates > clicking on the affiliate's name > Offer & Payment and filling in their PayPal email.
Once payments are made through PayPal, affiliates will receive an email (which can be customized from the Channels > Email page) and the affiliate will be marked as paid. You can view the payment status by going to Payments > Payment Status. Some common Mass Payments errors and troubleshooting can be found here.
Payment Rails Payouts
Customers who have integrated with Payment Rails can pay affiliates through the Payment Rails method. To get set up with Payment Rails please follow the instructions outlined in this article: Refersion’s Integration With Payment Rails
After the integration is complete and you have turned Payment Rails on, you can start paying affiliates that have completed their payment and tax information (Affiliate ready for payout ). Affiliates that did not complete their Payment Rails profile will be shown with an Incomplete Account label in the Payments page (Affiliate not ready for payouts).
Select the affiliate with completed Payment Rails accounts that you would like to pay. Multiple conversations by the same affiliate will be grouped together; click See Conversions to view the individual orders. After selecting the affiliates, click Process Bulk Payments on the bottom. Then select Payment Rails from the options:
Before processing the payments you should make sure that there are enough funds in the Payment Rails account to cover the payment
When sending payments through Payment Rails you have the option of turning on an additional Approval Process inside the Payment Rails platform. This can be useful when, for example, the user initiating payments inside Refersion does not have the authority to finalize payments over a certain amount. It also creates a second level of validation to make sure that large payments are correct.
To turn on the approval process you will need to log into your Payment Rails account, go to Settings > Team > Approval Process. From there you can click on the gears in the main screen to set payment limits at which approval will be necessary and which team members can approve payments inside Payment Rails.
After a payment is initiated inside Refersion you will see a Processing status update for that Payment ID. Authorized users will receive an email from Payment Rails with a link where they can click and approve the payment.
When the authorized user approves the payment, the status of your payment inside Refersion will change to Completed.
You can choose to pay affiliates using a Gift Card instead. This function emails the affiliate a gift card that you would create in your ecommerce backend and marks the affiliate as paid.
To pay affiliates using a gift card, follow the steps above to select affiliates from the Payments tab and click Process Bulk Payments. Click on Send Gift Card via Email and you will be prompted to enter the gift card code. Create a gift card in your ecommerce backend and click on Process Payments and Email Gift Codes. Affiliates will receive an email (can be customized from the Channels > Email page) and the affiliate will be marked as paid.
If you prefer to pay affiliates any other way, you can do so outside of Refersion and mark the affiliates as Paid in Refersion so your reporting is accurate. To do this, follow the steps above to select affiliates from the Payments tab and click Process Bulk Payments. Choose Complete Payment Manually, and a success page will appear summarizing the affiliates marked as paid. Affiliates will receive an email (can be customized from the Channels > Email page) and the affiliate will be marked as paid.
Important note about payments in excess of $1,000 per day
When making one-time or cumulative payouts greater than or equal to $1,000 in a 24-hour period via Paypal Payouts, PayPal Mass Payments, or Payment rails, we will ask you to confirm your identity before the payment is processed.
How does this work?
On the payment options screen, when you click “Send via...” Paypal Payouts, PayPal Mass Payments, or Payment rails, a modal will appear asking for a one-time passcode. The passcode required to confirm your identity is automatically delivered to the email listed in your profile settings. Enter the one-time passcode from the email to process the payment.
If you have Two-Factor Authentication (2FA) enabled for your account, you can confirm your identity using a code generated by your authenticator app or delivered to your phone via SMS. Upon entering a valid 2FA code, the payment will be processed.
Learn how to recruit affiliates.