53 articles
Core Program Functions (For Program Managers)
Learn how to set up and launch your affiliate program step by step
1. Program Management
How to Create a New Program
This article explains how to efficiently set up a few affiliate programs under a single Tapfiliate account. This is a powerful way to manage multiple products, target different markets, or create unique commission structures for specific affiliate groups.
How to Pick and Set up commissions for an affiliate program
This guide walks you through setting the standard commission rules for your program. Understanding the difference between commission types is essential for incentivizing your partners correctly.
Setting Lifetime/Recurring Commissions
If you run a subscription based, SaaS, or E-commerce business, this guide explains how to set up Recurring and Lifetime Commissions.
How to run Referral program with Tapfiliate
Automatically invite your customers to promote your business using Tapfiliate's Affiliate recruitment feature
How to Invite and Manage Team Members
This guide explains our Team Members feature, designed to help your entire organization collaborate on your program. You will learn what access your team needs, how to add new members, and how this feature benefits various teams across your company.
How to Create Terms of Service for Your Affiliate Program (with a Ready-to-use Template)
To make sure both you and your affiliates are staing on the same page, you can add Terms of Service to your affiliate signup page
How to run an Influencer program with Tapfiliate
This comprehensive guide details how to set up and run a successful influencer marketing program using the Tapfiliate platform.
Understanding the Getting Started Guide
This article outlines Tapfiliate’s Getting Started Guide, detailing three steps to launch an affiliate program: set up your program, customize the sign-up page, integrate with your website, and promote your affiliate link.
General Program Settings: Currencies, Languages, and Cookie Duration
This article explains how to configure your affiliate program’s currency settings, cookie duration, and portal language preferences, including managing multiple currencies and understanding tracking rules.
How to Customize Your Affiliate Sign-Up?
This guide walks you through customizing your program's affiliate sign-up page, ensuring a seamless and branded experience for new partners.
How to Set Up the Account Currency
This guide explains how to choose the account currency and use it across your account reporting.
How can I manage affiliate programs effectively in Tapfiliate?
How can I manage affiliate links, share sign-up links, and handle program name changes in Tapfiliate?
2. Affiliate Management
How to Invite Affiliates to a program
This guide walks you through the various ways to add affiliates to your program, from sharing a public sign-up link to using batch actions for existing partners.
How to create a welcome email for the affiliates
A personalized welcome email is the first official communication your new partners receive. This message is crucial: it sets the tone for a successful partnership, provides affiliates key resources, and tells them exactly what to do next.
How to Customize Affiliate Sign-up Fields
This article explains how to use the Onboarding section to add your own custom questions to the sign-up form. This helps you gather more detail about potential partners so you can better qualify and sort them.
How to Provide Links, Banners, and Other Promotional Material to Affiliates
Giving your affiliates the right tools is the fastest way to get them selling. This article shows you exactly how to equip your partners with customized, trackable materials they need to start earning immediately.
Marketing Assets Overview: Types, Requirements & Best Practices
Marketing assets drive your program's success. This guide details the different asset types available in Tapfiliate—from essential links to advanced, developer-required tools like Product Feeds—to build your high-converting resource library.
How to set up a Welcome Widget with Supporting materials
This guide explains how to add custom welcome messages and helpful resources directly to your affiliates' dashboards, ensuring they have the support materials they need right when they log in.
Where to Find (More) Affiliates: A Guide to Expanding Your Affiliate Program
Wondering where and how to find more affiliates? We have some tips for you!
Disabling default referral codes
How to turn off the default referral codes in just one click
Can I upload a product feed for my affiliates?
Sharing product information with affiliates
How to Delete an Affiliate
This article covers why and how to delete affiliates in Tapfiliate, including the impact on conversions and account access.
How to Pass and Share Additional Information (Metadata)
Learn how to collect and relay custom data—like product names, plan types, or customer demographics—to your affiliates using Metadata.
Key Metrics to Watch: A detailed guide on essential affiliate metrics
This guide provides a comprehensive overview of the essential core performance, program health, and traffic quality metrics required to transition an affiliate program from a volume-based approach to a high-value, profit-driven strategy.
Attribution Rules to Cover in Your Affiliate Program Terms
The tracking and commission rules Tapfiliate actually applies - last click, cookie window, coupons versus links, approval and refunds - gathered in one place so you can describe them accurately in your program's Terms of Service.
How to promote your affiliate program
Awesome—you’ve set up your affiliate program with Tapfiliate! It’s time to spread the word and get great affiliates to promote your brand.
How to approve or reject affiliates
This guide walks you through managing your affiliate program membership-from accepting a single pending applicant to automating approvals and revoking program access.
Batch Management
Manage your affiliates, conversions & customers quickly and efficiently
I need information to help my affiliates use Tapfiliate
How to reply to questions from affiliates
Can I resend affiliate login details?
Resend login details and a temporary password if your affiliate has forgotten their credentials.
3. Reporting and Tracking
How to Delete, Change Conversions and Customers
This comprehensive guide provides instructions on how to delete or modify the unique IDs for individual conversions and customers within an affiliate marketing account.
How to Approve, Disapprove or Modify Conversions
Managing the status of conversions and their resulting commissions is crucial for accurate affiliate payments and data integrity. This guide explains why and how to approve, disapprove, or modify commissions.
Manually creating a Conversion or a Customer
You can manually add conversions or customers and assign them to an affiliate.
How to Read and Use the Main Dashboard
This article explains Tapfiliate’s Dashboard, showing key metrics like active affiliates, conversions, and trends, and how to use it to monitor program performance and share your sign-up page.
Understanding Tapfiliate Reporting with step-by-step filtering and segmentation
This article explains Tapfiliate’s Reporting features, showing how to track program performance, analyze affiliates, marketing assets, conversions, and geography, and how to filter, segment, and export detailed reports.
How to Use and Track Coupon Codes
This guide walks you through how to create, assign, and track coupon codes for your affiliate program, from setting them up to viewing performance and analytics.
How to Use the Commissions Report
This guide explains how to review, approve, and manage affiliate commissions in Tapfiliate.
How to Use Your New Affiliate Analyst: The Tapfiliate MCP Server
Learn how the Tapfiliate MCP server lets you ask questions in plain language and get real answers from your live account
How can I track and analyze affiliate bookings and conversions in Tapfiliate?
Learn how to view affiliate bookings, distinguish between booking types, and filter data for specific periods.
How do I configure and manage affiliate links and tracking in Tapfiliate?
Tapfiliate offers flexible options for configuring and managing affiliate links, tracking conversions, and handling UTM parameters. Below, we provide a comprehensive guide to address common questions and scenarios.
How to bulk delete affiliates, conversions and customers
Using the REST API to delete multiple affiliates, conversions or customers in your account.
How to Export Performance Data to CSV/XLSX
It’s easy to export data from key areas of the platform, including the Affiliates, Conversions, Customers, and Reporting pages. The resulting CSV file will be sent to the email address used to log in to your admin account.
Your Reporting Page
Drill-down, Explore & more - your affiliate program insights at glance.
Your Conversions & Customers Pages
Accessing your affiliate-driven conversion data, approving your affiliates' commissions and checking out your Customers
4. Handling Affiliate Payouts
Supported payment methods (PayPal, Wise, bank transfer, crypto and more)
This article explains how Tapfiliate collects affiliate payment information, detailing both default and custom payout methods.
What Happens When You Disapprove an Affiliate or a Commission
Disapproving an affiliate and disapproving their commissions are two separate actions. This guide explains what each one changes for links, commissions, balances and payouts, and the order to do them in if you do not want to pay someone.
Does Tapfiliate Pay My Affiliates for Me?
Tapfiliate tracks what your affiliates earn, and today the money moves through your own payment provider. This guide explains what that means for fees, funding, minimum payouts, invoices and tax, and what is coming for automated payouts.
The Payout Process: Settling Balances and Generating a Payout File
This article summarizes Tapfiliate’s payout process, covering commission approval, balance settlement, payment tracking, and automation options.
How to Handle Refunds and Voiding Commissions
This article outlines how commission voiding works in Tapfiliate, including situations that warrant disapproving conversions, manual and automated processing, and balance adjustments. It also explains how to handle refunds, partial adjustments.
Automated payouts using REST API
This article explains how to automate affiliate payouts in Tapfiliate using its REST API, covering balance retrieval, payment processing, and payment registration.
Automating Payouts with Trolley
With Tapfiliate, it's possible to automate affiliate payouts via Trolley. Use this powerful tool to boost your affiliate program management!
Managing Your Affiliate Payouts: The Essential FAQ Guide
Ensuring your affiliates are paid accurately and on time is the cornerstone of a successful partnership. This guide covers setting minimum payment thresholds, custom payout methods, and automating your entire invoicing and mass payment workflow.