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

This article outlines Tapfiliate’s Getting Started Guide, detailing four steps to launch an affiliate program: set up your program, customize the sign-up page, integrate with your website, and promote your…

Understanding the Getting Started Guide

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?

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

How to Delete an Affiliate

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

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.

How to Read and Use the Main Dashboard

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.

Understanding Tapfiliate Reporting with step-by-step filtering and segmentation

3. Reporting and Tracking

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

Handling Affiliate Payments

This article explains how Tapfiliate collects affiliate payment information, detailing both default and custom payout methods.

Supported payment methods (PayPal, Wise, bank transfer, crypto and more)

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…

How to Handle Refunds and Voiding Commissions

This article explains how to automate affiliate payouts in Tapfiliate using its REST API, covering balance retrieval, payment processing, and payment registration.

Automated payouts using REST API

This article summarizes Tapfiliate’s payout process, covering commission approval, balance settlement, payment tracking, and automation options.

The Payout Process: Settling Balances and Generating a Payout File

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

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.