5 Essential Steps for Successful Affiliate Onboarding

Affiliates must be participating in activities that support our Institute’s mission and require access to our campus facilities and/or our internal information technology systems. Affiliates are not paid on Georgia Tech payroll but are added to the Institute’s OneUSG Connect database. Incentives offer encouragement to affiliates to join your program and promote your business.

  • Next to that, affiliate onboarding is significant to the overall growth of your affiliate program — primarily affiliate retention, which will consequently impact affiliate revenue.
  • We love WPForms’ conversational forms for this because they don’t bombard people with too many questions all in one go.
  • However, it could be useful to provide this information in more detail so affiliates are absolutely clear about your affiliate policies.
  • Sticking to the simple language will ensure that all your new hires understand the instructions and know what is expected from them.
  • When affiliates know they’re going to get paid regularly and without hassle, it just offers that extra piece of motivation to go out and make sales.
  • The way you onboard affiliates will impact their capacity to greatest push your business and recommend commercial clients.
  • You can set up email triggers for different events and customized with different messages.

Finally, an informative and thorough onboarding process minimizes confusion and potential conflicts. This means less time spent dealing with repetitive questions or issues, freeing you up to focus on building your business. In fact, it’s responsible for 16 percent of all e-commerce sales in the United States and Canada. If you’re working with affiliates and not seeing the results you expect, it may affiliate onboarding be time to refine your onboarding process. Your business will leverage the benefits of automation system efficiency to reduce up to 80% of staff processing time and minimize new hires. That means saving substantial costs and redirecting your work as an affiliate manager to projects and communications that can improve affiliate knowledge and results and help your company retain its affiliates.

Human Resources

Without this requirement, there is possibly an unnecessary handoff to the BRS HR Central Onboarding team to complete this work. Consider setting up email sequences that provide affiliates with tips on taking advantage of various aspects of the affiliate program. They can cover topics like what promotional efforts work best with different products or how to develop promotions that appeal to your target audience. Once your affiliate completes onboarding, start soliciting feedback on how they’re managing so far.

affiliate onboarding

These five CAKE features will help you put your best foot forward to kick off your relationship with your affiliates. Manage and measure partner performance with precision for improved profit margins. Percentage of estimated transaction amount for the selected entry mode.

Business Name

Of course, to do this, you need a great payment process to begin with, which is why we created our integrated payouts service. Also consider additional materials that will enhance your affiliate’s promotions such as providing a branding kit. A branding kit will ensure that affiliate promotions are consistent and recognizable to audiences. This includes your brand’s logos, color profiles, typography, slogans, company images etc.

affiliate onboarding

4 Strategies to Boost your Affiliate Marketing Program The success of affiliate marketing programs depends on recruiting the right affiliates. Market segmentation is a powerful strategy that can attract high-revenue affiliates by breaking down audience data into smaller, more personalized segments. Onboarding is the key to success for performance-based affiliate marketing. https://xcritical.com/ Once their onboarding is successfully over, achieving affiliate marketing success will be a piece of cake for them. Consider sending a survey to affiliates that have recently joined your affiliate program and completed onboarding, typically after their first conversion or commission payment. This survey should be focused primarily on the signup and onboarding process.

Membership Affiliate Software for:

This could be a dedicated email address for your affiliate program, or the email address of your affiliate manager or team members overseeing your program. Either way, have one email that affiliates know to contact when needed. Your performance marketing program’s Terms & Conditions agreement is an important step in setting a solid foundation with your partners. CAKE provides a default set of Terms & Conditions that you can use as a sample document. However, we strongly encourage you to work with a legal representative to customize the document to fit and protect your company and your advertisers. CAKE offers a Signup Page that you can use to manage new affiliate sign ups for your affiliate program.

Before getting started, make sure you are prepared and you have completed setting up your Tapfiliate account. This step involves several important details that are important to affiliate onboarding. Or, if you already have your own signup page, you can integrate the CAKE Affiliate Signup API into your backend system, which will push details collected from your form into CAKE. This will accelerate management of the remainder of the onboarding process. 35% of affiliates ranked the relationship with the merchant as ‘crucial’ to ‘join, promote and terminate programs’ .

Start Building Your Affiliate Program

If you use CAKE’s Affiliate Signup Page, you can choose to email the affiliate the acknowledged T’s & C’s from the Signup Page for record-keeping. Measure channel performance using multitouch attribution, for ROAS optimization. Indicates that fees, chargebacks, returns and adjustments are withdrawn from the selected bank account. Indicates that only fees are withdrawn from the selected bank account. Secondary identifier of the sub-merchant which can be used to cross-reference records between UniPay and integrated systems.

affiliate onboarding

This makes it easy for them to respond to you with questions or concerns if they haven’t already. Every affiliate is different and you want to make their affiliate onboarding experience as personalized as possible. Not all of these programs offer the potential yours does, but affiliates don’t know this.

Upload Documents to the Affiliate Portal

Affiliate Onboarding is the process of introducing new affiliates to your affiliate program and lining them up to begin advertising your goods and services. From the moment an affiliate signs up until key points in events like their first conversion, an effective affiliate onboarding incorporates communication, direction, and support. A well-designed, transparent onboarding process goes a long way toward building a solid foundation for the program. Happy affiliates can provide word of mouth to other potential program members who might wish to apply. Better affiliate retention positively impacts your revenue and contributes to the growth of your program.

Awesome Products Start with an Awesome Team.

Congratulations — you’ve managed to recruit affiliates who complement your affiliate program. Now it’s time for affiliate onboarding so they can start promoting your products and services. By improving your onboarding process, you can set your affiliates up for success, increasing your own revenue in the process. This aspect is often overlooked, but it’s essential to an effective program. You already know what affiliate onboarding is from your role in affiliate marketing management.