Step 01
Program
Create program
Basic settings: Build a program to set up commission rate for affiliates in that program.
Tax options in Programs: Set tax option based on your Shopify’s settings to exclude tax properly when calculating commissions.
Registration form
Set up registration form:
Registration form is where your affiliates will sign up for your program.
Publish registration form:
Publicize your registration form to draw affiliates’ attention.
Step 02
Affiliate
Find affiliates
Marketplace Listing: List your offer to UpPromote’s Marketplace.
Find affiliate profiles: Propose your offer to affiliates by getting in touch with them directly via Marketplace.
Convert customers to affiliates: Customers is a great source of potential affiliates.
Motivate affiliates
Coupon: Promoting by Coupon helps the affiliates promote easier, compared to Affiliate link, which eventually brings in more sales for your store.
Media Gallery: Upload media resources for affiliate’s promotion posts/videos.
Manage affiliate
Review affiliate’s profile:
Approve/deny affiliates when they register to your program.
Auto-activate affiliate:
Automatically approve all affiliates who join the program.
Communicate with affiliates
Emails: Reach out to affiliates via emails and in-app chat.
Step 03
Referral
Guide affiliates to get promotional resources
Promotional resources: Instruct affiliates to get their own advertising sources. As mentioned above, the Emails section contains default templates for each action.
Marketing tools for affiliates: In case you have uploaded media fields earlier on your merchant account.
Log in as affiliate: Log in to your affiliate’s account.
Tracking
Tracking methods: How the system track referrals from affiliates.
Referral recorded
Approve/Deny referrals: Review the affiliates’ referrals.
Delay time to auto-approve orders: Automatically approve orders after specific days.
Step 04
Payment
Manual Payout
Set up Payment methods: Pay affiliates by your store’s discounts.
Collect affiliate’s payment details: In order to pay affiliates, you will need to gather their payment information first. It can be done either by.
Pay within the app
Store Credit: How the system track referrals from affiliates.
PayPal Integration: Process payment with PayPal via UpPromote.
Invoice, tax on paid commissions
Invoice: If your country’s tax regulations require Invoice for commission payment, you can enable it in Settings and download Invoice for each transaction.
Tax on paid commissions:
There is also an option which allows you to set up tax percentage regarding commission transactions to file the report to tax regulations in your country or affiliate’s country.
Product analytics
Analytics page: Show detailed statistics regarding affiliates’ productivity.
Product analytics: View detailed statistics of most referred products by affiliates.
Build a program to set up commission rate for affiliates in that program.
First thing we need to do when setting up an affiliate campaign is to create a program.
The program is where you can set a set of settings and apply to all affiliates in that program. Each program will have 1 commission rate. So, for example, if you want to give different affiliates different commission rates, you can create more than 1 program and put your affiliates into those.