How-to Guides and Videos
Practical articles and videos to help you master Simple Affiliate
By Milos and 1 other2 authors28 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 the Simple Affiliate Track app embed
- 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 Dashboard 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 Set Up Manual Payments (Premium plan)Learn how to collect banking or email details to issue manual affiliate payouts outside the app (Premium plan only).
- How to set up Product Attribution (Premium plan)This feature uses Shopify’s Admin Blocks, allowing you to manage your affiliate assignments directly on the product page.
- How to set up the Klaviyo IntegrationSync real-time data directly into your Klaviyo account and automatically trigger personalized emails.
- Customizing UTM Parameters for Referral LinksLearn how to use custom UTM parameters to gain deeper insights into your referral trac
- Setting up automated group tiers with Flows (Premium plan)Create automated promotion tiers to reward high-performing affiliates without any extra effort from you.
- How to Connect PayPal PayoutsConnecting your PayPal Business account allows you to send commission payouts directly to your affiliates from your PayPal balance, either manually or on an automated schedule.
- How to Enable Store Credit PayoutsLearn how to enable and manage Shopify store credit payouts so your partners can earn and redeem credit directly on your store.