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First Steps to Start Your Affiliate Program on Refersion

Here’s how to get started as a merchant on Refersion.

Nick Castellano avatar
Written by Nick Castellano
Updated over a week ago

First, you need an ecommerce store to connect with Refersion (with at least one product or service). And then, if you’re not on Shopify, you’ll need a credit card to sign up.

Next, go through the simple process to connect your Shopify store or connect another (non-Shopify) ecommerce store. And then you’re ready to launch your program! 🚀

Integrate and Test Your Setup

Before launching your affiliate program, ensure proper integration of Refersion with your store:

  • Test Your Setup: Perform a test order to confirm the integration is successful. To learn more, check the Refersion article, “How Do I Perform a Test Order?” [Provide actual URL link].

Create Your First Offer

Offers determine your commission structure for affiliates. Set up an offer as follows:

  • Navigate to Manage > Offers in your Refersion dashboard.

  • Define the commission parameters and other settings. Refer to the Refersion help article, “How to Create and Edit Offers” [Provide actual URL link].

Get ahead of the curve:

  • Check out our Refersion platform walkthrough to learn the ins and outs of the entire Refersion platform.

  • To help you with setting up your account, you can refer to Our Getting Started Guide, which will walk you through an onboarding as well as provide some tips and tricks. Keep this guide handy as you start recruiting affiliates and influencers into your program!

  • Our Help Center is your compass. From FAQs to getting started instructions, we have it all.

  • Explore the Refersion Marketplace: Boost your affiliate program's visibility by activating the Marketplace. Go to Channels > Marketplace in your Refersion account and set the Listing Status to ON. Choose the listed offer and save changes. Consult the article “What Is The Refersion Marketplace?” [Provide actual URL link] for more.

  • Using the Affiliate Link Generator: Simplify tracking by generating custom affiliate links. Use the Refersion link generator to append accurate affiliate parameters to your URLs. This ensures every link is correctly tracked and optimized.

  • Related Topics: Explore additional resources like How Affiliates Earn and Track Commissions and Integrate Your Sign-Up Page with External Platforms to deepen your knowledge.

Still need some help? You can chat with an expert in-app, or send us an email. We’ll get back to you quickly.

Managing Affiliate Links

Refersion’s tools simplify affiliate link management:

  1. Copy the desired page URL from your website.

  2. Paste it in Refersion’s link generator to create fully trackable links.

  3. Use multiple tracking links to monitor customer interactions or affiliate sales flexibly.

Adding or Inviting Affiliates

Grow your network effectively:

  • Manually Adding Affiliates: Use the Discovery tab in Refersion.

  • Inviting Affiliates: Share your unique affiliate registration link during campaigns to increase affiliate recruitment.

  • Embedding the Affiliate Registration Page: Embed your affiliate sign-up page directly onto your website for better accessibility. For instructions, refer to the article, "How to Add Your Affiliate Registration Page to Shopify".

  • Managing Newly Uploaded Affiliates: After uploading affiliates, they will appear under the Manage > Affiliates tab with a 'Pending' status. Review and approve each affiliate to activate their accounts, allowing them to promote products and earn commissions.

  • Notifications for New Sign-ups: Your team will receive an email notification when someone registers via the affiliate sign-up page. Ensure the correct email is set for receiving these alerts by checking Account > Settings > Email Notifications.

Advanced Options

For manual affiliate link creation or custom solutions, contact Refersion support directly. Use Refersion’s extensive knowledge base for further guidance.

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