Tapfiliate

Nina

Sonya

Nikhil Kandpal

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 three 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

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.

General Program Settings: Currencies, Languages, and Cookie Duration

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?

Configure your program’s core settings, customize branding, and manage technical integrations to build a solid foundation for your affiliate network.

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

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

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

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

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 and Track Coupon Codes

Gain real-time insights into your program's performance by monitoring affiliate activity, analyzing conversion data, and generating detailed reports for data-driven optimization.

3. Reporting and Tracking

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 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

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

With Tapfiliate, it's possible to automate affiliate payouts via Trolley. Use this powerful tool to boost your affiliate program management!

Automating Payouts with Trolley

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…

Managing Your Affiliate Payouts: The Essential FAQ Guide

Learn how to manage and process affiliate payouts accurately and efficiently

4. Handling Affiliate Payouts

Developer Docs

Find answers and get help from Intercom Support and Community Experts

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