Tapfiliate

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 Invite Affiliates to a program

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…

How to create a welcome email for the affiliates

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…

How to Customize Affiliate Sign-up Fields

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…

How to Provide Links, Banners, and Other Promotional Material to Affiliates

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.

Marketing Assets Overview: Types, Requirements & Best Practices

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.

How to set up a Welcome Widget with Supporting materials

Wondering where and how to find more affiliates? We have some tips for you!

Where to Find (More) Affiliates: A Guide to Expanding Your Affiliate Program

How to turn off the default referral codes in just one click

Disabling default referral codes

Sharing product information with affiliates

Can I upload a product feed for my affiliates?

This article covers why and how to delete affiliates in Tapfiliate, including the impact on conversions and account access.

How to Delete an Affiliate

Learn how to collect and relay custom data—like product names, plan types, or customer demographics—to your affiliates using Metadata.

How to Pass and Share Additional Information (Metadata)

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,…

Key Metrics to Watch: A detailed guide on essential affiliate metrics

Sonya

Nikhil Kandpal

Gumrah

Streamline your affiliate lifecycle by managing applications, organizing groups, and providing partners with the tools they need to succeed.

2. Affiliate Management

Developer Docs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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