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Generally, this is best to do on a personal level rather than setting general email triggers. Consider sending a check in email or scheduling a time to call to talk face-to-face. Transparency regarding commission structure is essential to building trust with your affiliates. You can compose the email in an email client, such as Gmail or Outlook, https://www.xcritical.com/ and manually enter the email addresses of each affiliate.

Five proven strategies for affiliate onboarding

The affiliate onboarding process matters because it registers new affiliates in your company’s system, collects tax documents, orients partners on how to set up their processes, and informs them. Onboarding can motivate new affiliate onboarding affiliates to focus on optimally achieving results. Excellent onboarding readies the affiliate for an on-time first payment in a stream of future performance-based earnings.

affiliate onboarding

Have a “Getting Started” guide ready for your new affiliates

It’s also important to make the distinction between affiliate and the brand they’re promoting, so guidelines for disclaimers will have to be communicated up-front as well. You need to give instructions on how the new affiliate will identify themselves in relation to your brand; the relationship should be clear to their audience. Using the Members form field below, assign the individual who will approve the partnership terms document. All it takes is an awareness that your affiliates will appreciate being treated like the valued partners they are. You want to give them a low barrier so they can gain some momentum. If you have enough affiliates, it’s actually costing you less money, but again, low barrier, fast-moving.

Communicate Program Details With Affiliates

Unlock the full potential of affiliate marketing with these essential tips. These final steps and maintaining an ongoing commitment to improving your affiliate onboarding process, you’ll create an environment where affiliates feel supported, educated, and empowered to succeed. Effective affiliate onboarding doesn’t stop at the initial training; it’s an ongoing journey of learning, communication, and growth for both your program and your affiliates. While it might feel like you’ve crossed the finish line, the reality is that the most critical steps lie ahead.

Affiliate Partner Onboarding: Creating a Seamless Experience

Twitch pays affiliates through wire transfers, checks, PayPal, ACH/direct deposit, and eChecks. Twitch doesn’t permit overtly graphic or gorey content, or anything that’s violent in a live setting. On average, Twitch will notify eligible streamers within 48 hours that they’ve been accepted to the affiliate program.

But if it’s a regular program, use an incentive to help them get on the board. They identify what affiliates are they allowed to do and not allowed to do. If you’re talking to an affiliate for the fifth time, you shouldn’t need to be reminded of what part of the country they live in or if they are married or have kids. A good way to understand this better is to become an affiliate yourself.

What your affiliate onboarding should aim to do is cut the learning curve so your affiliates get that feeling of making sales more quickly. Luckily, if anyone is an expert at selling your product, it’s you, so you’ll have lots of helpful information to share. Schedule an online orientation session for new affiliate partners with a choice of recurring dates throughout the year near their joining date. It will have a signup page for attending affiliates to complete. If practical, set up separate sessions for each type of affiliate.

  • Transparency regarding commission structure is essential to building trust with your affiliates.
  • Again, you know your business best, so use this knowledge to offer your affiliates a personalized experience.
  • Having company-branded materials available for affiliates right at the start helps in two ways.
  • Part of the affiliate onboarding process is setting expectations and one of the best ways to do this is with your affiliate terms and conditions.
  • Finally, once onboarding is complete, ask your graduates how it went.

Use this time to collect all the information you need to make the payment process seamless and show that timely, consistent payments are vital to you. Again, you know your business best, so use this knowledge to offer your affiliates a personalized experience. This starts from the moment someone applies to join your program. Recognize that not every would-be affiliate is the right fit for your business, and ensure you only accept people who are a good match.

For example, you could make an offer like this…’If you make your first sale within 10 days, I’m going to give you a hundred percent commission or a double commission…something like that. You need to decide what works for you but try to come up with something that will motivate them tt get that first sale. The idea is to direct affiliates QUICKLY to things they want to know.

In simple words, getting a new affiliate is like planting a seed for growth in the future. It’s where you lay the groundwork for a good relationship that can lead to more sales, more money, and a successful affiliate program. Multi-Currency Addon solves commission calculation challenges for global affiliate programs. It automatically detects transaction currencies and automatically converts commissions using real-time exchange rates. Eliminate calculation errors, ensure fair payouts and simplify management of your international affiliate program. This information is entered into a system with enterprise-level security, designed to protect the privacy of any TIN, bank, or payment card information entered.

Either way, have one email that affiliates know to contact when needed. This information can be shared on your affiliate signup page, and/or in affiliate communications like a welcome email or getting started guide. Regardless of where you share it, it’s important that these details are clearly conveyed to affiliates right away. With Tapfiliate’s Pro Plan, set custom onboarding fields to easily gather more information about your affiliates. For example, For instance, you can ask affiliates to provide their social media handles and what channels they plan to promote on.

Send new affiliates a personalized welcome message expressing how excited you are about the new partnership. Include a sample of your product or give them access to an exclusive free trial. Affiliates can use this to get a feel for your offering before they start creating affiliate content. A guide is also a great place to provide a short tutorial on how to use their affiliate tools and who to contact if they have a problem.

You want them to see that you handle the onboarding process in a far superior way than anyone else. Welcoming your affiliates with a friendly greeting, a gift, or exclusive access to resources can set a positive tone for the relationship. Consider introducing them to online community spaces like Facebook groups or Slack teams, where they can connect with other affiliates.

affiliate onboarding

Having a guide makes your new hires more confident and makes the affiliate onboarding process smoother, but it also means they don’t have to contact you with every question or problem they might have. The terms of service for your affiliate program can include promotion restrictions, such as prohibiting Pay-Per-Click campaigns on certain keywords or using spamming tactics. Affiliates must agree to the terms you’ve set by ticking the checkbox in the sign-up section. However, it could be useful to provide this information in more detail so affiliates are absolutely clear about your affiliate policies. Consider sending a survey to affiliates that have recently joined your affiliate program and completed onboarding, typically after their first conversion or commission payment.

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