Note: Importing existing affiliates to your Refersion account is an Enterprise+ Feature.
Importing affiliates is a 3-step process: 1: Download an import template 2: Prep your list 3: Send the list to us — and we will upload it for you:
First, download the Affiliate Bulk Import Template.
Second, input your Affiliate Records. First Name, Last Name, and Email Address are required.
Other recommended fields:
Offer ID: if you have multiple offers, and affiliates will be in different offers, complete the Offer ID column (found in Manage > Offers)
PayPal email: If you will be using PayPal to pay affiliates, be sure to fill in the PayPal email address column
Coupon: If your affiliates have unique coupon code conversion triggers, complete that column as well
Password: choose a default password. Affiliates will be prompted to change this on first login, so make it generic (you can include this in the welcome email)
Dashboard Enabled: set to TRUE for each affiliate if you want your affiliates to be able to access their own personal dashboard once you approve them into your program
Finally, send an email with your completed CSV file attached to [email protected].
Note: Once we’ve uploaded your Affiliates, they’ll appear on your affiliates list, ready for approval. Before you approve them, you may want to customize the welcome email they will receive. Once your email is ready, approve your affiliates so that they can receive your welcome and become active in your program.
Note: If you were using another affiliate program before, be sure that the affiliates update all of their affiliate links to the Refersion links.