Please note: Affiliate migration and importing is a service reserved for our Business and Scale plan levels.
Refersion supports importing affiliates from another platform to help your team make a smooth transition. Check out our recommended steps below and reach out when you’re ready!
Set a target date for launching your program on Refersion Migrating takes time, so you’ll want to lay out some milestones with a target date for launch. This will give you or your team enough time to properly close the legacy program and fully set up and customize Refersion before onboarding your affiliates. We recommend giving yourself at least 2 weeks to make sure everything is in order.
Inform your affiliates about the upcoming migration Prepare an email to inform your affiliates that change is coming. You’ll want to let them know that they’ll need to update their referral links and will be able to easily log in to their Refersion dashboard to check in on their success, grab links, and more. You should also give affiliates a hard cutoff date for updating their referral links to set expectations. Click here to reference a couple of sample emails.
Consider a Grace Period with Overlapping Platforms: During the transition, consider maintaining both platforms temporarily. This allows affiliates more time to adjust, retrieve their referral links, and prevent disruptions. Ensure to communicate the importance of switching links during the overlap to avoid losses.
Send Clear Communication: Notify all your affiliates via email about the migration to the new platform. Include details such as the switch date, the new affiliate portal link, and any necessary login or sign-up instructions. Ensure you provide a clear deadline by which affiliates need to update their referral links.
Use Email Templates: Utilize email templates (like those provided by Refersion) to streamline communication during this process. These can be set to auto-send when affiliates are approved on the new platform.
Is it possible for me to redirect my affiliates old referral links to their new referral links? If your old affiliates' links are already vanity redirects, then you can update the path of the links and set the destination to your affiliates' new Refersion links respectively. Otherwise your affiliates will just need to use their new referral links
FAQs About Link Changes and Commission Tracking: While each platform processes orders based on their own unique tracking links, duplicate cookies in a user's browser or the same code in both platforms can cause duplicates. Please ensure you monitor closely during your transition to prevent overpayment.
Payout any pending commissions from your legacy platform Be sure to pay out all owed commissions before transitioning over to Refersion. While you could process manual payments within Refersion, since those conversions were not tracked within Refersion your reporting would be incomplete. Better to start fresh in the new system!
Export any data and reports from your legacy platform for record-keeping While Refersion allows you to import affiliates, the import won’t include any of the historical sales or payment data. We recommend exporting any necessary reporting from the legacy system before closing your account.
Import your affiliates into Refersion Import your affiliates into Refersion by completing our Bulk Upload CSV template (full instructions here) and emailing it to our team at [email protected]. Once done your affiliates will be waiting for you in a pending state within Refersion so you’ll have time to set up your account before setting your program live and sending them their welcome email.
Connect your store to Refersion for tracking In order for us to track sales driven by your affiliates, we’ll need to connect your store to Refersion. Check out the Setup section within our Help Center to get started.
Configure and personalize your Refersion account You’ll want to get your offers set up, tailor your emails and include your branding within Refersion before going live. Check out our recommendations and how-to articles here.
Proactive Communication is Key: Ensure proactive communication with affiliates by addressing their concerns promptly, particularly around payment settlement, link updates, and platform familiarity. Effective communication builds trust and ensures a smooth migration.
Launch! Once you’ve taken care of all other checklist items, activate all of the pending affiliates in Refersion so they can start promoting again!