Tapfiliate

Anna Holovashchenko

Gumrah

Sonya

Learn how to set up and launch your affiliate program step by step

Core Program Functions (For Program Managers)

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…

How to Create a New 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.

How to Pick and Set up commissions for an affiliate program

If you run a subscription based, SaaS, or E-commerce business, this guide explains how to set up Recurring and Lifetime Commissions.

Setting Lifetime/Recurring Commissions

Automatically invite your customers to promote your business using Tapfiliate's Affiliate recruitment feature

How to run Referral program with Tapfiliate

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,…

How to Invite and Manage Team Members

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 Create Terms of Service for Your Affiliate Program (with a Ready-to-use Template)

This comprehensive guide details how to set up and run a successful influencer marketing program using the Tapfiliate platform.

How to run an Influencer program with Tapfiliate

1. Program Management

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

This guide walks you through customizing your program's affiliate sign-up page, ensuring a seamless and branded experience for new partners.

How to Customize Your Affiliate Sign-Up?

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?

Nikhil Kandpal

2. Affiliate Management

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 Delete, Change Conversions and Customers

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.

How to Approve, Disapprove or Modify Conversions

How changes to a commission may impact an affiliate's balance

How do refunds or commission corrections affect affiliate balances in Tapfiliate?

You can manually add conversions or customers and assign them to an affiliate.

Manually creating a Conversion or a Customer

3. Reporting and Tracking

Find out where to find your affiliates' balances & how to begin paying them our for their efforts

Handling Affiliate Payments

Learn how to manage and process affiliate payouts accurately and efficiently

4. Handling Affiliate Payouts

Settling all balances to pay out affiliates

Apply corrections or modify a commission, even after a balance has been settled

Modify a commission

How to set up thresholds before paying out your affiliates

Setting an affiliate payment threshold

How to settle an individual affiliate's balance

Settling a single affiliate's balance

Two ways to delay the payment of commissions

How can I delay the payment of a commission?

Setting back affiliate balances after a return, refund or order cancelation

How to handle refunds and cancelations

Payments Page

What payout methods can I use to payout my affiliates?

You can create and add new payout methods and decide how you want to pay out your affiliates!

Can I add a new (custom) payout method to payout my affiliates?

Setting up your PayPal account to perform mass payments to your affiliates.

How can I make mass payments via PayPal?

Are affiliate payouts via Stripe supported?

Payout methods

How is invoicing for affiliate payouts dealt with?

Automate your payment process via the REST API, if you're using the Payments Page

Settling your affiliate payments via the API

Other

Developer Docs

Find answers and get help from Intercom Support and Community Experts

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