October 15, 2026
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Set a target date for launching your Tapfiliate-powered program 📆
Migrations might take time, but you can plan, set goals, and set your team on a structured path towards transition success. Tapfiliate offers a free trial during which you and your team can tackle essential migration tasks. This means you and your team have plenty of time to arrange the essentials and prepare your migration before your program’s launch. -
Pay out your affiliate’s balances 💸
Settle any payments due in your old platform. That way you can start in Tapfiliate with a clean slate. -
Export the data and reports from your previous platform 📤
While Tapfiliate allows you to import affiliates (more on that in the next point), the import of the historical conversions, customer, or payment data is not possible. We highly recommend exporting any necessary historical data from your previous system (on sales, customers, past payments, etc.) for record-keeping purposes before closing your account. -
Setting up & testing your Tapfiliate integration ⚙️
To be able to track your affiliate-driven clicks and conversions, you’ll have to install Tapfiliate’s tracking scripts into your website. We have a number of off-the-shelf integrations that explain how to install Tapfiliate on a number of supported platforms.After you have installed Tapfiliate, remember to test your integration. That way you can make sure your tracking scripts are solid and communicate the right information.Check out integrations
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Configuring and customizing your Tapfiliate account & program 🎨
Once your scripts are set, you can customize and set up different parts of your program, such as customizing your program’s Signup page, setting up your custom domain, and more. -
Importing your affiliates & launching your program 🚀
Once you’ve got everything ready to go, you can message your affiliates and indicate how they can log in. This can be done by importing your affiliates.
You’ll need a list of your existing affiliates in .CSV format. This file would contain their essential information: first name, last name, & email. Importing your affiliates is easy - just pop your file into our Import box, and map the column names so they align with your file’s fields, and you’re done!Added affiliates are automatically approved. You can choose to send affiliates their new referral links and temporary passwords their way during the import process, or receive a file containing affiliate login information, which you can use to create invitation messages on your end.Learn more about importing affiliates
Some extras:
While the above are the essentials, perhaps you may be looking to place marketing assets at your affiliates’ fingertips, or create a more well-rounded experience for your affiliates.-
Create your marketing assets ✨
You want your affiliates to have their creatives ready to go, so that they can swap any old banners, text links, and other promotional materials with fresh new assets. This guide explains everything you need to know about your Marketing Assets, and how you can upload them. -
Create trigger notifications 📬
Tapfiliate has a trigger notifications feature, which you can use to set up messages that fire when specific events take place. This way, you can create beautifully branded messages that alert your affiliates whenever a conversion takes place, or if their balance has been settled! -
Set up Affiliate Recruitment 👯♂️
With Tapfiliate, you can send referral links to all your customers without them having to sign up for your program. You can read more on this feature here.
Remember: Communication is key
Keeping affiliates in the loop about your migration plans is essential to a smooth transition. Also, informing them of the changes to their everyday interactions with your program and how to complete processes in their new dashboards helps prevent headaches for your program manager down the line. We recommend preparing informative and educational email campaigns regarding your program’s migration before your migration. That way you can set your affiliates up for success. For this, you could use software like Mailchimp (which we have an integration for), which allows you to create beautiful and branded campaigns. Here are some ideas of the kind of topics you can include in your migration campaign.- Inform them when old links will stop working and when their current affiliate accounts will close
- Let them know when new links become available and where they will be able to fetch them
- Invite your affiliates to export the data from their existing dashboards for record-keeping before their accounts close
- Explain what will happen when the migration is made
- How and where to reset affiliate passwords (in case the affiliate forgot their password or email)
- Remind them of the point of contact in your organization for any questions relating to the program or the migration
- Remind them that they need to indicate their payment method inside their new affiliate account.
- Instruct them on how they can change their referral codes once inside the platform
FAQ
I would like to offer my affiliates a grace period during the transition - is that possible?
Some Advertisers might prefer to run both their legacy program and their Tapfiliate program simultaneously for a short time during their migration process, in order to give their affiliates the opportunity and time to switch their links and not miss any conversions in the meantime. This is certainly possible!However, be transparent with your affiliates driving conversions via the old platform, and let them know that their old link will stop tracking conversions once the legacy software is taken offline. Make it an opportunity to inform them about the date the old program will close, and let them know about the steps towards accessing their new, Tapfiliate-generated link.