Refersion

Andre Tan

The beginning of your affiliate marketing journey. First, connect Refersion to your ecommerce store. Then, set Refersion up to work for you.

Getting Started

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

First Steps to Start Your Affiliate Program on Refersion

This is super quick. In no time, you’ll be ready to track Shopify conversions from affiliates and influencers.

Connect Your Shopify or Shopify Plus Store

Checklist for successfully migrating your existing affiliate program into Refersion.

Migrating Your Affiliate Program Into Refersion

Before you enter Refersion proper, we’ll guide you through some initial setup steps.

Quick Start Guide Companion

Running a test order ensures that your shop is properly integrated with Refersion.

Perform a Test Order

Setup

The key to a successful launch is to start simple, and focus on a single strategy.

A Beginner’s Guide to Refersion

Upload your brand's logo, which is displayed throughout your affiliate program.

Upload Your Merchant Logo and Company Information

Learn how to create the right commission offers for affiliates.

Create Offers & Track Orders

Choose from several simple ways to pay affiliate commissions.

Set Up Your Affiliate Payment Method

Let affiliates know what to expect before they join your network.

Set Your Terms & Conditions and Privacy Policy

Prep and promote your affiliate registration page.

Customize & Promote Your Affiliate Registration Page

Ways to update and engage affiliates in your network.

Your Options for Communicating With Affiliates

A handy list of commonly used affiliate and performance marketing terms.

Refersion Affiliate Marketing Glossary

Set email up as part of a winning communication strategy.

How to Customize Your Email Templates

Launching Your Program

Get a personalized onboarding experience by working directly with a Refersion expert through the integration and setup process.

Premium Onboarding

Additional services available to grow and manage your affiliate program.

Additional Service Offerings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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