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How-to Guides and Videos

Practical articles and videos to help you master Simple Affiliate

2 authors22 articles
How to manually reverse a referralThis guide explains how to cancel a specific referral and its associated commission.
How to set product and collection commissions (Pro plan)How to set unique commission rates for specific products, variants, and collections.
How to manually assign a referralThis guide explains how to manually create a referral and assign commission.
How to pay affiliates using AutopayHow to pay affiliates using autopay.
How to Email Affiliates (using Shopify, Klaviyo, Mailchimp, or other platforms)Learn how to use Shopify's email feature to send emails to your affiliates.
How to Move Affiliates between GroupsThis guide will walk you through the straightforward process of changing group assignments.
How to Create Custom Links (Pro plan)
How to rename an affiliate's Discount Code (Pro plan)How-to Rename Discount Codes
How to view and export referralsThis guide explains how to view and export your performance data. Whether you need a detailed breakdown of Shopify orders to review specific line items or a high-level summary of…
How to delete an affiliateThis guide explains how to permanently delete an affiliate from your program
How to Suspend and Reactivate an AffiliateThis guide walks you through how to suspend and later reactivate your affiliates using both the bulk list and individual profile views.
How to enable app embeds
Auto-pay Overview & Processing FeesComprehensive overview of our Auto-pay system, designed to help you manage timely and efficient commission payouts to your affiliates.
How to set different commission for new customers and recurring customersHow-to set different commission for new and recurring customers
How to add the affiliate extensionHow-to add the affiliate extension for Shopify's new customer accounts.
How to change a link's default destination URLHow to change a referral link's destination URL.
How to set up autopayDetailed step-by-step process on how to enable autopay to manage and automate commission payouts.
How to Set Up Permanent Customer Connection (Pro plan)Comprehensive overview of the Permanent Customer Connection feature
How can I customize and enhance the affiliate signup experience in Simple Affiliate? (Classic customer accounts)[Deprecated]Shopify's classic customer accounts only. Note: This feature has been deprecated, and merchants will be forced to migrate to their new customer account configuration.
How to prevent affiliates from using their own discount codesThis guide walks you through creating a "Non-Affiliate" segment in Shopify and linking it to your affiliate group’s discount rule.
How to manually create links and track referrals using the "Link ID" (sacode) URL parametersThis method allows you or your affiliate to append a special tracking parameter (?sacode=) to any URL from your store.
How to manually pay affiliates (Premium plan)