> ## Documentation Index > Fetch the complete documentation index at: https://support.tapfiliate.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. November 9, 2026 * [Why a Welcome Message is Essential](#h_619ff51571) * [How Tapfiliate Supports Communication](#h_261416c76b) * [Communicating Based on Status](#h_66715cd278) * [Step-by-Step Guide](#h_b8c50f2ad4) * [1. Navigate to Dashboard Settings](#h_5c95a79050) * [2. Add Welcome Messages](#h_2dd546c2f4) * [3. Save Your Messages](#h_72a5d071f5) * [4. How to Preview Your Messages in the Affiliate Portal](#h_364debc2f2) * [Next Steps](#h_0118091323) ## Why a Welcome Message is Essential The Welcome Message is the first thing your affiliates see. A high-quality, clear message is not just courtesy-it’s a critical tool that directly leads to: ![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/10420435/01-325de987-bdbe-4415-9651-721bf40dd536.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=6662920c56e3e4c59a4d09c39cc58060) * **Increased Affiliate Activation:** Affiliates who immediately understand the next steps and where to find resources start promoting your products faster. * **Reduced Support Load:** By providing links to FAQs and key instructions upfront, you reduce the volume of repetitive support tickets and save your team time. ## Types of communication with affiliates in Tapfiliate Tapfiliate offers three robust tools for affiliate communication, allowing you to tailor your message for every stage of their journey: | **Tool** | **Audience / Purpose** | **Key Functionality** | | - | - | - | | **1. Support Materials / Welcome Message** (Affiliate Portal Homepage) | **Approved Affiliates** | This block is **permanently displayed** on the main dashboard and **cannot be hidden** by the affiliate. It's ideal for **critical information** like: team contact details, links to core training guides, or specific template examples (like the ones in your screenshot). | | **2. Automated Welcome Messages** (within *Affiliate Portal Settings*) | **Approved AND Pending** Affiliates | These are customizable primary messages that appear on the portal pages immediately after registration or approval. They set the initial communication tone. | | **3. Triggers** | **Various Events** (e.g., "New Affiliate Registered," "Commission Approved") | Allows you to create **custom automated email messages** for a wide range of events, including an affiliate's approval or rejection. Perfect for personalized, timely email outreach. | ## Communicating Based on Status It is crucial to adjust your Welcome Message based on the affiliate's status: | **Status** | **Goal of the Message** | **Example Content** | | - | - | - | | **Approved** | Activate and motivate them to start selling. | Include links to banners/assets, payment setup instructions, and contact details for their affiliate manager. | | **Pending Approval** | Reassure and inform them of the next steps. | Thank them for registering and inform them that their "application is currently under review." | ## Step-by-Step Guide: How to set up an always on welcome message Adding a welcome message is the best way to direct your affiliates to key resources (like your affiliate guide or asset library) immediately after they sign up or are approved. ### 1. Navigate to Dashboard Settings 1. From your main dashboard, go to the **Settings** menu. 2. Under **Affiliate Portal**, select **Dashboard**. ### 2. Add Welcome Messages On the Dashboard page, you will see two main message boxes, allowing you to tailor your communication based on the affiliate's status: 1. **Welcome message:** This message is seen only by partners whose application has been accepted. 2. **Welcome message for pending affiliates:** This message is seen by users waiting for manual approval. You can easily enrich your message content: * Hover over the message field, click the **`+` icon**, and choose from options to add links, visuals, or video content. ![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/10420435/02-screenshot-2026-11-06-at-15-36-24.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=f7430ce6c7eabce39aa3311939ab1470) The key to effective communication is tailoring your message to the affiliate's current status. You need to tell an approved partner something very different than one who is still waiting for review.\ The table below provides examples of different **Message Types** and shows you how to structure the content for the specific audience (**Who Sees It**). Use these examples to inspire your own custom welcome flows! | Message Type | Who Sees It | Example Content | | - | - | - | | **Welcome message** | **Approved Affiliates** | *πŸŽ‰ Welcome to the team! We're excited to have you onboard.* β€’ *Need help? Check out our [Affiliate Guide](https://support.tapfiliate.com/affiliate-portal-help-collection).* β€’ *Download our branded assets here. Don't forget to set up your preferred payout method in your profile!* β€’ *Got Questions? We're here to help! Just email our partner team at* *\{[partners@yourcompany.com](mailto:partners@yourcompany.com)}* | | **Welcome message for pending affiliates** | **Pending Affiliates** | *πŸ•’ Thanks for signing up!* *Your application is under review. We'll get back to you shortly.* *In the meantime, feel free to check out our FAQs to learn more about the program.* | ### 3. Save Your Messages Once you've added your messages and links, click **Save** at the bottom to apply the changes. ![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/10420435/03-l1nfpssehm.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=d824cef582a9a207e79c26833d16be46) ### 4. How to Preview Your Messages in the Affiliate Portal You can always check how the message looks by logging into the **Affiliate Portal** as a test user to ensure the messages and links display correctly. ![](https://mintcdn.com/tapfiliate-help/Q52FWBFGgBPv4--Y/images/10420435/04-ba670ea0-3d5b-4d73-9f46-671f8d357ee9.png?fit=max\&auto=format\&n=Q52FWBFGgBPv4--Y\&q=85\&s=7017a762f1633a77e102343eddce416b) ## Next Steps You have successfully customized the affiliate portal with your new Welcome Messages. The next crucial steps for the Brand/Advertiser focus on turning your registration flow into an active channel: 1. **Finalize Affiliate Screening:** Before partners start promoting, ensure you have a clear process for accepting new applications. * *Article Link:* [How do I approve or reject affiliate applications?](https://support.tapfiliate.com/core-program-functions/affiliate-management/how-to-approve-or-reject-affiliates.md) 2. **Automate Communication:** Send official, branded notifications to partners once their application is reviewed. * *Article Link:* [How to create Welcome email for your affiliates?](https://support.tapfiliate.com/core-program-functions/affiliate-management/how-to-create-a-welcome-email-for-the-affiliates.md) 3. **Equip Your Partners:** Provide the necessary tools so approved affiliates can start driving sales immediately. * *Article Link:* [How do I provide links, banners, and other promotional assets?](https://support.tapfiliate.com/core-program-functions/affiliate-management/how-to-provide-links-banners-and-other-promotional-material-to-affiliates.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.