The Onboarding Process
With Simple Affiliate, you can have two options to onboard new affiliates.
- Manually adding them via the "Add Affiliate" button.
- Having them register via the "Affiliate Dashboard". We will go into more details about the dashboard below.
The Affiliate Dashboard
The affiliate dashboard is installed as a "Page" on your Shopify store with the title "Affiliate Dashboard". This page usually has the URL https://[yourdomain.com]/pages/simple-affiliate and can be accessed by visitors to your store. We recommend adding a link to the dashboard to one of your menus.
The page handles registration for logged out visitors as well logged in customers who are not affiliates yet. It also handles log in for existing affiliates who want to check their stats or make new links.
If the visitor is logged out of your store, they will be prompted to either login or register
Hitting "register" will bring up the affiliate signup form
After submitting the signup form, if the applicant does not yet have a customer account on your store, they will be prompted to activate their new account and set a password. Otherwise, they will be prompted to log in to their existing customer account.
If you have manual approval enabled, applicants will see the following message:
Once approved, they will see the affiliate dashboard and have access to their referral tools
Next, learn how to enable additional referral tools for your affiliates to provide them with seamless ways to generate referrals: