This guide explains how to manually add a new affiliate to your program directly from your merchant dashboard. This method is useful for onboarding specific partners or influencers, or for adding affiliates who haven't signed up through your public affiliate page.
How It Works: Active Status vs. Dashboard Access
It's important to understand the two-part process that occurs when you add an affiliate manually:
Immediate Active Status: The moment you save the new affiliate's profile, they become active. Their referral link and/or discount code are generated instantly and will work to track commissions right away.
Dashboard Registration Email: Simultaneously, the affiliate receives an automated email with a link to register for their affiliate dashboard. This registration step (which involves creating a password for their store account if they don't have one) is only required for them to log in and view their performance stats. It is not required for them to begin earning commissions.
Step-by-Step Guide to Adding an Affiliate
Navigate to the Affiliates Section. From your main merchant dashboard, go to the "Affiliates" section.
Click the "Add Affiliate" button to open the Signup Form.
Complete the Signup Form and Save. Fill in the required information for your new affiliate, such as their name, email address, social media name, and any custom fields you may have added. You will also need to assign them to a Group, which determines their commission rate. Once the form is complete, click "Save".
What Happens Next?
After you click "Save," the following occurs:
The affiliate's profile is created and will appear in your "Affiliates" list.
The affiliate is now active, and their commissions will be tracked.
The system automatically sends the dashboard registration email to the affiliate.
At this point, you can copy the affiliate's Referral Link or Discount Code directly from their profile and send it to them manually. They can start using it to refer customers immediately, even before they complete their dashboard registration.