# Tapfiliate Help Center > Learn how to use Tapfiliate ## Getting Started - [What is Affiliate Marketing and How Does It Work?](https://support.tapfiliate.com/en/articles/12791881-what-is-affiliate-marketing-and-how-does-it-work.md): This article explains what affiliate marketing is—an effective, performance-based payment model—and how it works in practice, detailing the steps for launching and managing your own program to boos... - [What is a Referral Program and How Does It Work?](https://support.tapfiliate.com/en/articles/12791890-what-is-a-referral-program-and-how-does-it-work.md): This article explains what a referral program is—a powerful strategy that turns happy customers into brand promoters—and details how they work, showcasing success stories and the key benefits of le... - [Affiliate, Referral, or Creator \(Influencer\) Program? Choosing the Right for Your Brand](https://support.tapfiliate.com/en/articles/12791895-affiliate-referral-or-creator-influencer-program-choosing-the-right-for-your-brand.md): This article clarifies the distinct roles, promotion methods, and rewards for Affiliate, Referral, and Creator \(Influencer\) Programs so you can select the optimal partnership marketing strategy for... - [Clicks, Sales, or Actions? A Guide to Choosing the Right Affiliate Payable Action](https://support.tapfiliate.com/en/articles/12791902-clicks-sales-or-actions-a-guide-to-choosing-the-right-affiliate-payable-action.md): This guide explains the crucial differences between common affiliate commission structures—CPA \(Sale/Lead/Action\) and Revenue Share—to help you select the payout model that best drives profitable g... - [Tapfiliate Glossary of Partnership Terms](https://support.tapfiliate.com/en/articles/4426456-tapfiliate-glossary-of-partnership-terms.md): A short guide to frequently used keywords and terms - [What is Tapfiliate and what you can achieve with us!](https://support.tapfiliate.com/en/articles/11774255-what-is-tapfiliate-and-what-you-can-achieve-with-us.md): This article introduces Tapfiliate as the ultimate platform for automating and scaling your partnership marketing, detailing how you can use it to create, track, and manage comprehensive affiliate,... - [Find the Ideal Tapfiliate Plan to Maximize Your Affiliate Revenue](https://support.tapfiliate.com/en/articles/12791930-find-the-ideal-tapfiliate-plan-to-maximize-your-affiliate-revenue.md): This guide helps you choose the ideal Tapfiliate plan by detailing the features and limitations of the Launch, Scale, and Enterprise tiers, ensuring you select the right option to maximize your aff... - [First Steps: How to Create and Launch Your First Affiliate Program](https://support.tapfiliate.com/en/articles/12791944-first-steps-how-to-create-and-launch-your-first-affiliate-program.md): This initial setup involves two main parts, acting as a concise guide to get you operational quickly. - [How to Schedule a Demo with the Support Team to Explore Tapfiliate](https://support.tapfiliate.com/en/articles/7170219-how-to-schedule-a-demo-with-the-support-team-to-explore-tapfiliate.md): See how a demo can help you explore our platform efficiently and understand what to prepare for the best results. - [Best Practices for Launching Your E-commerce Affiliate Program](https://support.tapfiliate.com/en/articles/12792393-best-practices-for-launching-your-e-commerce-affiliate-program.md): This guide details e-commerce best practices for launching a high-performing affiliate program, focusing on customer recruitment, seamless technology \(Tapfiliate\), and data-driven optimization to b... - [Best Practices for Launching Your SaaS Affiliate Program](https://support.tapfiliate.com/en/articles/12792429-best-practices-for-launching-your-saas-affiliate-program.md): SaaS Affiliate Program Guide: Learn to use long-term commissions and flawless tracking to build a predictable, scalable affiliate revenue engine aligned with your MRR goals. - [Best Practices for a Successful Program Launch: Health and Care](https://support.tapfiliate.com/en/articles/12792480-best-practices-for-a-successful-program-launch-health-and-care.md): Learn how to build a high-trust affiliate program in the Health and Care industry by recruiting authority figures, equipping partners with educational content, and using recurring commissions to re... - [Best Practices for a Successful Program Launch: Trading & Crypto](https://support.tapfiliate.com/en/articles/12792501-best-practices-for-a-successful-program-launch-trading-crypto.md): Learn how to launch a high-trust Trading/Crypto affiliate program using authority partners and Revenue Share \(recurring commissions\) for sustainable growth. - [Best Practices for a Successful Program Launch: Fashion](https://support.tapfiliate.com/en/articles/12792539-best-practices-for-a-successful-program-launch-fashion.md): Learn to launch a successful fashion affiliate program by recruiting customer-creators, providing deep linking/visual assets, and building a high-trust network. - [How to Find Account ID and API Key](https://support.tapfiliate.com/en/articles/12793297-how-to-find-account-id-and-api-key.md): New to Tapfiliate? This guide provides simple, step-by-step instructions to find your Account ID and API Key. These keys are critical for connecting Tapfiliate and ensuring your affiliate tracking ... - [Understanding Your Subscription Plan and Billing Cycle](https://support.tapfiliate.com/en/articles/12890349-understanding-your-subscription-plan-and-billing-cycle.md): This guide provides all the necessary information to manage your account's financial health, covering the details of your initial trial period, how to check your current subscription level and asso... - [How to Find and Download Your Invoices](https://support.tapfiliate.com/en/articles/2961130-how-to-find-and-download-your-invoices.md): Keep track of your expenses with Tapfiliate by easily viewing, downloading, and automatically receiving your invoices. This guide shows you how. - [Changing Your Subscription Plan](https://support.tapfiliate.com/en/articles/11773982-changing-your-subscription-plan.md): Whether you’re expecting higher traffic volumes or want to enjoy the enhanced features of our Scale or Enterprise plans, Tapfiliate is ready to grow with you. Adjusting your subscription is simple,... - [How to Change Your Payment Method](https://support.tapfiliate.com/en/articles/1426352-how-to-change-your-payment-method.md): Keeping your payment information up to date ensures uninterrupted service and smooth transactions. If you need to update your payment method in Tapfiliate, follow this simple step-by-step guide. - [How to Change or Reset a forgotten Password](https://support.tapfiliate.com/en/articles/5948266-how-to-change-or-reset-a-forgotten-password.md): Security is key! This guide shows you how to change your password when you’re already logged in and, more importantly, how to safely reset your password if you forget it. We'll also cover the cruci... - [Language Settings in Your Advertiser Portal](https://support.tapfiliate.com/en/articles/14619687-language-settings-in-your-advertiser-portal.md): Seamlessly switch your Tapfiliate portal's language to Spanish - [Your Tapfiliate Trial: Billing & Refund Policy](https://support.tapfiliate.com/en/articles/11767472-your-tapfiliate-trial-billing-refund-policy.md): Eager to get started? Here's everything you need to know about your Tapfiliate trial - [FAQ: Does Tapfiliate integrate with my platform?](https://support.tapfiliate.com/en/articles/1443996-faq-does-tapfiliate-integrate-with-my-platform.md): Find out how you can integrate Tapfiliate into your website - [How Tapfiliate keeps your data safe!](https://support.tapfiliate.com/en/articles/5897960-how-tapfiliate-keeps-your-data-safe.md): Your data is secure with Tapfiliate. Here are the measures we've taken to ensure your personal and tracking data is safe. - [Migrating to Tapfiliate from a different platform](https://support.tapfiliate.com/en/articles/5819244-migrating-to-tapfiliate-from-a-different-platform.md): Looking to jump-start your existing program with Tapfiliate? We've prepared a nifty guide on how you can prepare for the big move! ## Core Program Functions \(For Program Managers\) - [How to Create a New Program](https://support.tapfiliate.com/en/articles/10401957-how-to-create-a-new-program.md): 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 create u... - [How to Pick and Set up commissions for an affiliate program](https://support.tapfiliate.com/en/articles/12793628-how-to-pick-and-set-up-commissions-for-an-affiliate-program.md): 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. - [Setting Lifetime/Recurring Commissions](https://support.tapfiliate.com/en/articles/1646445-setting-lifetime-recurring-commissions.md): If you run a subscription based, SaaS, or E-commerce business, this guide explains how to set up Recurring and Lifetime Commissions. - [How to run Referral program with Tapfiliate](https://support.tapfiliate.com/en/articles/3398547-how-to-run-referral-program-with-tapfiliate.md): Automatically invite your customers to promote your business using Tapfiliate's Affiliate recruitment feature - [How to Invite and Manage Team Members](https://support.tapfiliate.com/en/articles/11767458-how-to-invite-and-manage-team-members.md): 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, and how this... - [How to Create Terms of Service for Your Affiliate Program \(with a Ready-to-use Template\)](https://support.tapfiliate.com/en/articles/10067555-how-to-create-terms-of-service-for-your-affiliate-program-with-a-ready-to-use-template.md): 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 run an Influencer program with Tapfiliate](https://support.tapfiliate.com/en/articles/13235150-how-to-run-an-influencer-program-with-tapfiliate.md): This comprehensive guide details how to set up and run a successful influencer marketing program using the Tapfiliate platform. - [Understanding the Getting Started Guide](https://support.tapfiliate.com/en/articles/13272498-understanding-the-getting-started-guide.md): 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 pro... - [General Program Settings: Currencies, Languages, and Cookie Duration](https://support.tapfiliate.com/en/articles/13385628-general-program-settings-currencies-languages-and-cookie-duration.md): This article explains how to configure your affiliate program’s currency settings, cookie duration, and portal language preferences, including managing multiple currencies and understanding trackin... - [How to Customize Your Affiliate Sign-Up?](https://support.tapfiliate.com/en/articles/2905237-how-to-customize-your-affiliate-sign-up.md): This guide walks you through customizing your program's affiliate sign-up page, ensuring a seamless and branded experience for new partners. - [How to Set Up the Account Currency](https://support.tapfiliate.com/en/articles/16014450-how-to-set-up-the-account-currency.md): This guide explains how to choose the account currency and use it across your account reporting. - [How can I manage affiliate programs effectively in Tapfiliate?](https://support.tapfiliate.com/en/articles/16897413-how-can-i-manage-affiliate-programs-effectively-in-tapfiliate.md) - [How can I manage affiliate links, share sign-up links, and handle program name changes in Tapfiliate?](https://support.tapfiliate.com/en/articles/16897422-how-can-i-manage-affiliate-links-share-sign-up-links-and-handle-program-name-changes-in-tapfiliate.md) - [How to Invite Affiliates to a program](https://support.tapfiliate.com/en/articles/1353287-how-to-invite-affiliates-to-a-program.md): 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 create a welcome email for the affiliates](https://support.tapfiliate.com/en/articles/10370293-how-to-create-a-welcome-email-for-the-affiliates.md): 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... - [How to Customize Affiliate Sign-up Fields](https://support.tapfiliate.com/en/articles/12916403-how-to-customize-affiliate-sign-up-fields.md): 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 can better qualify an... - [How to Provide Links, Banners, and Other Promotional Material to Affiliates](https://support.tapfiliate.com/en/articles/1353325-how-to-provide-links-banners-and-other-promotional-material-to-affiliates.md): 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 to start earn... - [Marketing Assets Overview: Types, Requirements & Best Practices](https://support.tapfiliate.com/en/articles/12870168-marketing-assets-overview-types-requirements-best-practices.md): 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 ... - [How to set up a Welcome Widget with Supporting materials](https://support.tapfiliate.com/en/articles/10420435-how-to-set-up-a-welcome-widget-with-supporting-materials.md): 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. - [Where to Find \(More\) Affiliates: A Guide to Expanding Your Affiliate Program](https://support.tapfiliate.com/en/articles/10067805-where-to-find-more-affiliates-a-guide-to-expanding-your-affiliate-program.md): Wondering where and how to find more affiliates? We have some tips for you! - [Disabling default referral codes](https://support.tapfiliate.com/en/articles/2914813-disabling-default-referral-codes.md): How to turn off the default referral codes in just one click - [Can I upload a product feed for my affiliates?](https://support.tapfiliate.com/en/articles/11773991-can-i-upload-a-product-feed-for-my-affiliates.md): Sharing product information with affiliates - [How to Delete an Affiliate](https://support.tapfiliate.com/en/articles/13272558-how-to-delete-an-affiliate.md): This article covers why and how to delete affiliates in Tapfiliate, including the impact on conversions and account access. - [How to Pass and Share Additional Information \(Metadata\)](https://support.tapfiliate.com/en/articles/3362593-how-to-pass-and-share-additional-information-metadata.md): Learn how to collect and relay custom data—like product names, plan types, or customer demographics—to your affiliates using Metadata. - [Key Metrics to Watch: A detailed guide on essential affiliate metrics](https://support.tapfiliate.com/en/articles/13653427-key-metrics-to-watch-a-detailed-guide-on-essential-affiliate-metrics.md): 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 ... - [Attribution Rules to Cover in Your Affiliate Program Terms](https://support.tapfiliate.com/en/articles/17334288-attribution-rules-to-cover-in-your-affiliate-program-terms.md): The tracking and commission rules Tapfiliate actually applies - last click, cookie window, coupons versus links, approval and refunds - gathered in one place so you can describe them accurately in ... - [How to Delete, Change Conversions and Customers](https://support.tapfiliate.com/en/articles/3026869-how-to-delete-change-conversions-and-customers.md): 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 do refunds or commission corrections affect affiliate balances in Tapfiliate?](https://support.tapfiliate.com/en/articles/3084530-how-do-refunds-or-commission-corrections-affect-affiliate-balances-in-tapfiliate.md): How changes to a commission may impact an affiliate's balance - [Manually creating a Conversion or a Customer](https://support.tapfiliate.com/en/articles/2446220-manually-creating-a-conversion-or-a-customer.md): You can manually add conversions or customers and assign them to an affiliate. - [How to Read and Use the Main Dashboard](https://support.tapfiliate.com/en/articles/13272637-how-to-read-and-use-the-main-dashboard.md): 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. - [Understanding Tapfiliate Reporting with step-by-step filtering and segmentation](https://support.tapfiliate.com/en/articles/13272651-understanding-tapfiliate-reporting-with-step-by-step-filtering-and-segmentation.md): 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 ex... - [How to Use and Track Coupon Codes](https://support.tapfiliate.com/en/articles/1444091-how-to-use-and-track-coupon-codes.md): 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 the Commissions Report](https://support.tapfiliate.com/en/articles/15278319-how-to-use-the-commissions-report.md): This guide explains how to review, approve, and manage affiliate commissions in Tapfiliate. - [How to Use Your New Affiliate Analyst: The Tapfiliate MCP Server](https://support.tapfiliate.com/en/articles/16011230-how-to-use-your-new-affiliate-analyst-the-tapfiliate-mcp-server.md): Learn how the Tapfiliate MCP server lets you ask questions in plain language and get real answers from your live account - [How can I track and analyze affiliate bookings and conversions in Tapfiliate?](https://support.tapfiliate.com/en/articles/17297018-how-can-i-track-and-analyze-affiliate-bookings-and-conversions-in-tapfiliate.md): Learn how to view affiliate bookings, distinguish between booking types, and filter data for specific periods. - [How do I configure and manage affiliate links and tracking in Tapfiliate?](https://support.tapfiliate.com/en/articles/16897388-how-do-i-configure-and-manage-affiliate-links-and-tracking-in-tapfiliate.md): Tapfiliate offers flexible options for configuring and managing affiliate links, tracking conversions, and handling UTM parameters. Below, we provide a comprehensive guide to address common questio... - [Supported payment methods \(PayPal, Wise, bank transfer, crypto and more\)](https://support.tapfiliate.com/en/articles/13272760-supported-payment-methods-paypal-wise-bank-transfer-crypto-and-more.md): This article explains how Tapfiliate collects affiliate payment information, detailing both default and custom payout methods. - [What Happens When You Disapprove an Affiliate or a Commission](https://support.tapfiliate.com/en/articles/17334281-what-happens-when-you-disapprove-an-affiliate-or-a-commission.md): Disapproving an affiliate and disapproving their commissions are two separate actions. This guide explains what each one changes for links, commissions, balances and payouts, and the order to do th... - [The Payout Process: Settling Balances and Generating a Payout File](https://support.tapfiliate.com/en/articles/13272686-the-payout-process-settling-balances-and-generating-a-payout-file.md): This article summarizes Tapfiliate’s payout process, covering commission approval, balance settlement, payment tracking, and automation options. - [How to Handle Refunds and Voiding Commissions](https://support.tapfiliate.com/en/articles/13272809-how-to-handle-refunds-and-voiding-commissions.md): This article outlines how commission voiding works in Tapfiliate, including situations that warrant disapproving conversions, manual and automated processing, and balance adjustments. It also expla... - [Automated payouts using REST API](https://support.tapfiliate.com/en/articles/13342050-automated-payouts-using-rest-api.md): This article explains how to automate affiliate payouts in Tapfiliate using its REST API, covering balance retrieval, payment processing, and payment registration. - [Automating Payouts with Trolley](https://support.tapfiliate.com/en/articles/7190765-automating-payouts-with-trolley.md): With Tapfiliate, it's possible to automate affiliate payouts via Trolley. Use this powerful tool to boost your affiliate program management! - [Managing Your Affiliate Payouts: The Essential FAQ Guide](https://support.tapfiliate.com/en/articles/3158891-managing-your-affiliate-payouts-the-essential-faq-guide.md): 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 ... ## Integrations - [Understanding How the Integration Works](https://support.tapfiliate.com/en/articles/12960344-understanding-how-the-integration-works.md): This guide offers a detailed breakdown of how affiliate tracking works, focusing on attribution technology and cookie functionality. Learn how to start tracking and explore all available integratio... - [How to Track Across Domains and Manage Multiple Affiliate Programs](https://support.tapfiliate.com/en/articles/1444510-how-to-track-across-domains-and-manage-multiple-affiliate-programs.md): Learn about how Tapfiliate uses cookies to track conversions/customers. - [How to Validate Your Tracking](https://support.tapfiliate.com/en/articles/1918010-how-to-validate-your-tracking.md): Testing your Tapfiliate installation to check if clicks, customers and conversions are being tracked - [Troubleshooting: Why is a Conversion Not Being Tracked?](https://support.tapfiliate.com/en/articles/1649915-troubleshooting-why-is-a-conversion-not-being-tracked.md): Test and troubleshoot your integration and make sure traffic data reaches the Tapfiliate platform - [How to Integrate WordPress with Tapfiliate](https://support.tapfiliate.com/en/articles/3511688-how-to-integrate-wordpress-with-tapfiliate.md): This guide walks you through connecting your WordPress website with Tapfiliate using the official plugin and shortcode. - [How to Integrate Magento with Tapfiliate](https://support.tapfiliate.com/en/articles/1693956-how-to-integrate-magento-with-tapfiliate.md): This guide walks you through connecting your Magento store with Tapfiliate. - [How to Integrate Squarespace with Tapfiliate](https://support.tapfiliate.com/en/articles/1693887-how-to-integrate-squarespace-with-tapfiliate.md): This guide walks you through connecting your Squarespace site with Tapfiliate. - [How to integrate with Tapfiliate via JavaScript](https://support.tapfiliate.com/en/articles/13111065-how-to-integrate-with-tapfiliate-via-javascript.md): Learn how to connect your website with your Tapfiliate account by installing the tracking code that can be customized, depending on your needs. - [How to Integrate Shopify with Tapfiliate](https://support.tapfiliate.com/en/articles/1693884-how-to-integrate-shopify-with-tapfiliate.md): This guide walks you through connecting your Shopify store with Tapfiliate. - [How to integrate with Tapfiliate via the REST API](https://support.tapfiliate.com/en/articles/12682358-how-to-integrate-with-tapfiliate-via-the-rest-api.md): If you are looking for the most powerful and flexible integration type to connect your website/app with Tapfiliate, REST API is your choice. - [How to Integrate Stripe with Tapfiliate](https://support.tapfiliate.com/en/articles/1693871-how-to-integrate-stripe-with-tapfiliate.md): This guide walks you through connecting your Stripe payment system with Tapfiliate. - [How to Integrate WooCommerce with Tapfiliate](https://support.tapfiliate.com/en/articles/1693904-how-to-integrate-woocommerce-with-tapfiliate.md): This guide walks you through connecting your WooCommerce store with Tapfiliate. - [How to Integrate GoHighLevel with Tapfiliate](https://support.tapfiliate.com/en/articles/13224519-how-to-integrate-gohighlevel-with-tapfiliate.md): This guide walks you through connecting your GoHighLevel \(GHL\) funnels and workflows with Tapfiliate. - [How to integrate the Wix store with Tapfiliate](https://support.tapfiliate.com/en/articles/13230304-how-to-integrate-the-wix-store-with-tapfiliate.md): This article guides you through connecting your Wix online store to Tapfiliate. - [Integrating with Lightspeed C-series](https://support.tapfiliate.com/en/articles/1693953-integrating-with-lightspeed-c-series.md): Learn how to integrate Tapfiliate with Lightspeed. - [Integrating with OpenCart](https://support.tapfiliate.com/en/articles/1694040-integrating-with-opencart.md): Learn how to integrate Tapfiliate with OpenCart. - [Integrating with Prestashop](https://support.tapfiliate.com/en/articles/1693958-integrating-with-prestashop.md): Learn how to integrate Tapfiliate with Prestashop. - [Integrating with Ecwid](https://support.tapfiliate.com/en/articles/1693961-integrating-with-ecwid.md): Learn how to integrate Tapfiliate with Ecwid. - [Memberful Integration](https://support.tapfiliate.com/en/articles/3766018-memberful-integration.md): Connect Tapfiliate to Memberful and kick-start your SaaS/Subscription service's affiliate marketing program. - [S2S/Postback Integration](https://support.tapfiliate.com/en/articles/7213996-s2s-postback-integration.md): Learn how to implement server-to-server tracking with Tapfiliate - [Mailchimp Integration](https://support.tapfiliate.com/en/articles/3399290-mailchimp-integration.md): Sync your tools and create awesome email campaigns for your affiliate program - [Integrating with EKM](https://support.tapfiliate.com/en/articles/1922049-integrating-with-ekm.md): Learn how to integrate Tapfiliate with EKM. - [Integrating with PayPal](https://support.tapfiliate.com/en/articles/1693902-integrating-with-paypal.md): Integrating Tapfiliate with PayPal. - [Integrating with MoonClerk](https://support.tapfiliate.com/en/articles/1693928-integrating-with-moonclerk.md): Learn how to integrate Tapfiliate with MoonClerk. - [Integrating with Big Commerce](https://support.tapfiliate.com/en/articles/1693951-integrating-with-big-commerce.md): Learn how to integrate Tapfiliate with Big Commerce - [Postback instruction for PHP](https://support.tapfiliate.com/en/articles/7227914-postback-instruction-for-php.md): There's a guide for clients who need to implement the Postback integration on PHP.  - [Postback instruction for a CMS](https://support.tapfiliate.com/en/articles/7227885-postback-instruction-for-a-cms.md): There's a guide for clients who need to implement the Postback integration on a CMS.  - [How to Integrate CRMs with Tapfiliate Using Zapier](https://support.tapfiliate.com/en/articles/13971969-how-to-integrate-crms-with-tapfiliate-using-zapier.md): This guide walks you through connecting popular CRMs with Tapfiliate using Zapier to track affiliate-driven leads, customers, and conversions automatically. - [How to Integrate Hyperzod with Tapfiliate](https://support.tapfiliate.com/en/articles/14000262-how-to-integrate-hyperzod-with-tapfiliate.md): This guide walks you through connecting Hyperzod with Tapfiliate. - [How to Integrate CRMs with Tapfiliate Using Make.com](https://support.tapfiliate.com/en/articles/14059895-how-to-integrate-crms-with-tapfiliate-using-make-com.md): This guide walks you through connecting popular CRMs with Tapfiliate using Make.com to automatically track affiliate-driven leads, customers, and conversions. - [How to Integrate GoDaddy WordPress with Tapfiliate](https://support.tapfiliate.com/en/articles/14688320-how-to-integrate-godaddy-wordpress-with-tapfiliate.md): This guide walks you through connecting a GoDaddy WordPress website with Tapfiliate. - [Integrating Different Analytics Tools with Tapfiliate](https://support.tapfiliate.com/en/articles/14884433-integrating-different-analytics-tools-with-tapfiliate.md): This article provides options on how to Integrate with different analytics tools - [How to Integrate Tapfiliate with Slack](https://support.tapfiliate.com/en/articles/14884508-how-to-integrate-tapfiliate-with-slack.md): This article provides information on connecting Tapfiliate account with slack channels - [Do you support mobile tracking?](https://support.tapfiliate.com/en/articles/2440792-do-you-support-mobile-tracking.md): Learn more about tracking both iOS and Android installs as well as in-app conversions ## Advanced Configurations & Automation \(for Program Manager and Developers\) - [Can I mix & match features from different plans?](https://support.tapfiliate.com/en/articles/13235077-can-i-mix-match-features-from-different-plans.md): This article explains our flexible approach to plan customization and how you can access advanced tools without necessarily upgrading your entire subscription. It outlines the process for adding sp... - [How to Communicate with Affiliates](https://support.tapfiliate.com/en/articles/13166466-how-to-communicate-with-affiliates.md): This guide details the essential communication tools available within the Tapfiliate platform. You will find out how to choose the right method—from direct, real-time messaging to automated, event-... - [Implementing Tiered/Performance-Based Commission Logic](https://support.tapfiliate.com/en/articles/13166777-implementing-tiered-performance-based-commission-logic.md): This guide explains the complex logic required for this feature and outlines how clients with dedicated development resources can implement it using our REST API. - [How to Set Caps on Recurring Commissions](https://support.tapfiliate.com/en/articles/13342622-how-to-set-caps-on-recurring-commissions.md): This guide explains how to limit the number or duration of affiliate payouts for subscription-based products. It provides step-by-step instructions on setting up frequency and time caps to better m... - [How to Automate Tapfiliate Workflows with Zapier and Make](https://support.tapfiliate.com/en/articles/13389922-how-to-automate-tapfiliate-workflows-with-zapier-and-make.md): This guide walks you through using Zapier and Make to automate common workflows in Tapfiliate. - [Setting up Sender Policy Framework \(SPF\) for Custom Emails](https://support.tapfiliate.com/en/articles/3159314-setting-up-sender-policy-framework-spf-for-custom-emails.md): Set up your Sender's Policy Framework \(SPF\) and use your own email to communicate with your affiliates - [How to set up the Facebook App ID for sharing the Marketing Assets](https://support.tapfiliate.com/en/articles/13459621-how-to-set-up-the-facebook-app-id-for-sharing-the-marketing-assets.md): If you're planning on adding the marketing assets to your program, so that affiliates can share these via Facebook, follow the below instruction. - [How to create a CNAME for your Custom Domain](https://support.tapfiliate.com/en/articles/13458973-how-to-create-a-cname-for-your-custom-domain.md): Configuring a CNAME for your Tapfiliate Sign-up page enables affiliates to access it via a subdomain of your choice. - [How to Set Up the Recurring/Lifetime Commissions \(via REST API, Zapier, or Make\)](https://support.tapfiliate.com/en/articles/13459993-how-to-set-up-the-recurring-lifetime-commissions-via-rest-api-zapier-or-make.md): If your integration does not support automatic handle of recurring/lifetime commissions, you can achieve the same automation level with this guide. - [How to Configure an HTML5 banner](https://support.tapfiliate.com/en/articles/13526528-how-to-configure-an-html5-banner.md): Marketing Assets offer a range of suppirted assets types. If you plan to add the HTML5 banners, refer to the guide below. - [The Ultimate Guide to Customers](https://support.tapfiliate.com/en/articles/3092024-the-ultimate-guide-to-customers.md): This guide explores the Customers feature, designed specifically for subscription-based \(SaaS\), lead generation, and lifetime commission models. - [Trigger emails](https://support.tapfiliate.com/en/articles/1353359-trigger-emails.md): Customized Email Notifications – Keep Everyone in the Loop Automatically - [Webhooks and Event-Driven Workflows](https://support.tapfiliate.com/en/articles/13389820-webhooks-and-event-driven-workflows.md): This guide walks you through setting up webhooks and event-driven workflows in Tapfiliate. - [How to Use Affiliate Groups](https://support.tapfiliate.com/en/articles/4142416-how-to-use-affiliate-groups.md): Affiliate Groups offer an easy way to organize your affiliates and create exclusive commission rates for the members within a group. - [How to Apply Extra Commissions to Affiliates](https://support.tapfiliate.com/en/articles/1649941-how-to-apply-extra-commissions-to-affiliates.md): The Extra Commission Types feature gives you the flexibility to go beyond a single commission rate, allowing you to create a sophisticated and highly effective commission structure for your affilia... - [How to Apply Performance Bonuses to Affiliates](https://support.tapfiliate.com/en/articles/1553146-how-to-apply-performance-bonuses-to-affiliates.md): Incentivize your affiliates by setting up performance-based bonus rewards - [How to Set Up Automated Tiered Commissions Using Webhooks and Triggers \(Advanced Implementation Guide\)](https://support.tapfiliate.com/en/articles/12538493-how-to-set-up-automated-tiered-commissions-using-webhooks-and-triggers-advanced-implementation-guide.md): This article describes how to automate tier based commission structure via triggers - [Multi-Level Marketing \(MLM\) on Tapfiliate](https://support.tapfiliate.com/en/articles/4131627-multi-level-marketing-mlm-on-tapfiliate.md): This guide provides a comprehensive overview of Tapfiliate's Multi-Level Marketing \(MLM\) feature, designed to help you scale your program through network marketing. - [Advertiser’s Guide: Managing Multi-Language Affiliate Portals](https://support.tapfiliate.com/en/articles/1442076-advertiser-s-guide-managing-multi-language-affiliate-portals.md): As an advertiser, providing a localized experience is one of the most effective ways to scale your global reach. This guide explains how to leverage Tapfiliate’s multi-language features to support ... - [How to Set Up a Custom Domain for Your Affiliate Portal](https://support.tapfiliate.com/en/articles/11774223-how-to-set-up-a-custom-domain-for-your-affiliate-portal.md): Learn more about our domain aliasing feature & how to set up your custom domain. - [Capping the number of lifetime/recurring commissions](https://support.tapfiliate.com/en/articles/3092081-capping-the-number-of-lifetime-recurring-commissions.md): How to limit the number of commissions an affiliate can earn from a specific customer's purchases - [Advertiser’s Guide: Managing Multi-Region Programs with Different Currencies](https://support.tapfiliate.com/en/articles/9956673-advertiser-s-guide-managing-multi-region-programs-with-different-currencies.md): This guide provides everything you need to know about managing international affiliate programs using multiple program currencies. You will learn about plan requirements, supported currencies, and ... - [How to Give Affiliates Access to Create Deep Links and Short Links](https://support.tapfiliate.com/en/articles/13236466-how-to-give-affiliates-access-to-create-deep-links-and-short-links.md): This guide provides step-by-step instructions on how to enable link-building tools for your partners. - [Product \(XML\) feeds](https://support.tapfiliate.com/en/articles/13389895-product-xml-feeds.md): This guide walks you through preparing and uploading a product feed for use with Tapfiliate. - [Tapfiliate In-Platform Messenger](https://support.tapfiliate.com/en/articles/8657521-tapfiliate-in-platform-messenger.md): The best way to elevate your communication processes with affiliates! - [Custom fields](https://support.tapfiliate.com/en/articles/1745889-custom-fields.md): Add additional questions to the sign-up form and collect more information while onboarding your affiliates - [Customizable wording options across your affiliates’ portal interface](https://support.tapfiliate.com/en/articles/4279990-customizable-wording-options-across-your-affiliates-portal-interface.md): This article explains how to use the Custom Wording feature to customize affiliate-facing text so it matches your brand voice and terminology without affecting tracking or functionality. - [Full White Labeling](https://support.tapfiliate.com/en/articles/13385857-full-white-labeling.md): This article explains what Full White Labeling is, how it works, and how Enterprise users can remove all Tapfiliate branding to create a fully branded affiliate portal experience. - [MLM Sales Goal feature](https://support.tapfiliate.com/en/articles/1649907-mlm-sales-goal-feature.md): Take your Multi-Level Marketing \(MLM\) program to the next level by gamifying performance. The MLM Sales Goal feature is designed to incentivize parent affiliates to stay active in personal selling ... - [Single Sign On \(SSO\)](https://support.tapfiliate.com/en/articles/1353357-single-sign-on-sso.md): This article explains what Single Sign-On \(SSO\) is, why it’s useful, and how to technically configure and manage SSO for affiliates using Tapfiliate’s Enterprise features. - [Fraud Prevention & Monitoring in Affiliate Marketing](https://support.tapfiliate.com/en/articles/5898063-fraud-prevention-monitoring-in-affiliate-marketing.md): Learn about Tapfiliate's fraud prevention methods, as well as what you should do to ensure your traffic and conversions are legitimate. - [Need a Tech Expert? How to Find the Right Developer for Your Program](https://support.tapfiliate.com/en/articles/3203126-need-a-tech-expert-how-to-find-the-right-developer-for-your-program.md): Unlock the full power of Tapfiliate by connecting with technical experts. This guide explains when you need a developer, where to find reliable talent, and how to ensure your advanced integrations ... - [Customizing Affiliate Links: From Referral Codes to Vanity URLs](https://support.tapfiliate.com/en/articles/1353346-customizing-affiliate-links-from-referral-codes-to-vanity-urls.md): Take full control over how your brand is shared. Whether you want to let affiliates personalize their links or you need a fully custom, "clean" URL structure without parameters, this guide covers e... - [Tracking conversions via sources: Identify new VS existing users](https://support.tapfiliate.com/en/articles/11495039-tracking-conversions-via-sources-identify-new-vs-existing-users.md): This guide helps to understand how to track the users sources and setup logic to identify new and existing users in Tapfiliate - [Setting unique landing pages per affiliate](https://support.tapfiliate.com/en/articles/11791226-setting-unique-landing-pages-per-affiliate.md): This article provides information on how to create different landing pages per affiliate - [Customizing Links to Migrate Without Breaking Existing Affiliate URLs](https://support.tapfiliate.com/en/articles/12267495-customizing-links-to-migrate-without-breaking-existing-affiliate-urls.md): How to Use Custom Links When Migrating From Another Platform ## Affiliate Portal Help Collection - [Affiliate Guidelines: Offers, Commissions & Compliance](https://support.tapfiliate.com/en/articles/13385342-affiliate-guidelines-offers-commissions-compliance.md): This guide helps you navigate the financial and legal aspects of your affiliate journey. Understanding how you are compensated and the rules you've agreed to ensures a smooth partnership and helps ... - [Finding Affiliate Links and Assets of a Program](https://support.tapfiliate.com/en/articles/13385468-finding-affiliate-links-and-assets-of-a-program.md): Welcome to your affiliate portal! This guide will walk you through how to locate your unique referral links, access promotional banners, and use the built-in tools to optimize your sharing strategy. - [Adding Payout Details](https://support.tapfiliate.com/en/articles/13385592-adding-payout-details.md): Set up and manage your payment methods to ensure you receive your commissions on time. This guide will walk you through where to add your details and how to manage your preferences within the affil... - [Affiliate Sign-Up and Onboarding](https://support.tapfiliate.com/en/articles/13399159-affiliate-sign-up-and-onboarding.md): This article outlines the affiliate sign-up and onboarding process, detailing each step from account creation and profile setup to address, promotional information, and payout method configuration. - [Editing the Referral Parameter in Your Link](https://support.tapfiliate.com/en/articles/13385709-editing-the-referral-parameter-in-your-link.md): This guide provides a step-by-step walkthrough on how to customize your unique referral code within your affiliate dashboard. You will learn where to find the editing options, how to update your li... - [Adding Sub ID Parameters to Your Referral Links](https://support.tapfiliate.com/en/articles/13390150-adding-sub-id-parameters-to-your-referral-links.md): In this guide, you will learn the fundamentals of SubID tracking within the Tapfiliate platform. We cover what SubIDs are, why they are essential for scaling your affiliate business, a step-by-step... - [Generating Deeplinks](https://support.tapfiliate.com/en/articles/13390500-generating-deeplinks.md): This guide provides a comprehensive walkthrough on how to leverage DeepLinks to direct traffic to specific products. You will learn the strategic benefits of deep linking, how to set them up within... - [Tracking Different Traffic Sources](https://support.tapfiliate.com/en/articles/13399013-tracking-different-traffic-sources.md): Learn how to track and manage different traffic sources in Tapfiliate to optimize affiliate performance and accurately attribute conversions. - [Viewing Conversion and Customer Data](https://support.tapfiliate.com/en/articles/13399891-viewing-conversion-and-customer-data.md) - [Accessing Reports](https://support.tapfiliate.com/en/articles/13451454-accessing-reports.md): Generate comprehensive performance reports to analyze your campaigns and optimize your strategy - [Tracking Bonus Results: A Guide for Affiliates](https://support.tapfiliate.com/en/articles/13451693-tracking-bonus-results-a-guide-for-affiliates.md): Monitor additional rewards or incentive programs linked to your activity. This guide helps you understand how performance-based bonuses work, where to track your progress in real-time, and how to e... - [Viewing MLM Results: A Guide for Affiliates](https://support.tapfiliate.com/en/articles/13451793-viewing-mlm-results-a-guide-for-affiliates.md): This guide walk you through tracking your MLM performance, helping you manage your network and monitor the passive income generated by your team. You will learn how to recruit sub-affiliates and an... - [How to setup postback for affiliates?](https://support.tapfiliate.com/en/articles/9886258-how-to-setup-postback-for-affiliates.md): Set up postback tracking using an affiliate subID - [Advanced Affiliate use cases](https://support.tapfiliate.com/en/articles/13452163-advanced-affiliate-use-cases.md): Discover how affiliates are unlocking unique opportunities with Tapfiliate. - [Communicating with Your Advertiser in Tapfiliate](https://support.tapfiliate.com/en/articles/13459656-communicating-with-your-advertiser-in-tapfiliate.md): This guide walks you through the different ways you can communicate with your advertiser inside Tapfiliate. - [How do I change the language of my affiliate account?](https://support.tapfiliate.com/en/articles/13452225-how-do-i-change-the-language-of-my-affiliate-account.md): This guide provides affiliate partners with a step-by-step walkthrough on how to customize their dashboard language for a more personalized experience. - [How do I change the password?](https://support.tapfiliate.com/en/articles/13452304-how-do-i-change-the-password.md): This guide provides affiliate partners with step-by-step instructions on how to update their account credentials to ensure maximum security. - [How do I update my personal information \(name, company info, promotional channels\)?](https://support.tapfiliate.com/en/articles/13452359-how-do-i-update-my-personal-information-name-company-info-promotional-channels.md): This guide provides affiliate partners with detailed instructions on how to manage and update their account identity, company details, and marketing channels within the dashboard. - [How do I understand my payout schedule and amounts?](https://support.tapfiliate.com/en/articles/13452424-how-do-i-understand-my-payout-schedule-and-amounts.md): This guide helps affiliate partners locate their payment history and understand how to manage inquiries regarding their earned commissions. ## Troubleshooting & FAQ - [FAQ: Renewing Your Subscription and Account Recovery](https://support.tapfiliate.com/en/articles/5338494-faq-renewing-your-subscription-and-account-recovery.md): Learn how to regain access to your Tapfiliate account and restart your subscription based on your previous account status. - [How to Cancel Your Tapfiliate Subscription](https://support.tapfiliate.com/en/articles/16888772-how-to-cancel-your-tapfiliate-subscription.md): Cancel your Tapfiliate account step by step, what to do before you cancel, how to cancel if you cannot log in, and the difference between cancelling and permanent deletion. - [FAQ: Account, Subscription, and Support](https://support.tapfiliate.com/en/articles/2307438-faq-account-subscription-and-support.md): Answers to your most common questions about managing your Tapfiliate subscription and getting help from our team. - [FAQ: Capabilities, Compliance, and Tracking](https://support.tapfiliate.com/en/articles/2286216-faq-capabilities-compliance-and-tracking.md): Technical details regarding Tapfiliate’s tracking methods, data security, and platform features. - [FAQ: Why does your Shopify app page mention external charges?](https://support.tapfiliate.com/en/articles/5268551-faq-why-does-your-shopify-app-page-mention-external-charges.md): If you’ve noticed a mention of "external charges" on our Shopify App Store page, don't worry. This guide clarifies what this term means and why it does not result in any extra fees for your account. - [FAQ: Can I use Tapfiliate to run programs for others?](https://support.tapfiliate.com/en/articles/1704796-faq-can-i-use-tapfiliate-to-run-programs-for-others.md): Learn how agencies and individuals can use Tapfiliate to manage affiliate programs on behalf of their clients. - [FAQ: What tracking methods do Tapfiliate offer](https://support.tapfiliate.com/en/articles/1462899-faq-what-tracking-methods-do-tapfiliate-offer.md): Learn how Tapfiliate identifies your affiliates' traffic and which tracking structure—Query String, Hash, or Custom—best fits your website’s technical requirements. - [FAQ: Customer Support and Communication Channels](https://support.tapfiliate.com/en/articles/11784392-faq-customer-support-and-communication-channels.md): Learn about our support services, available communication channels, and how to get the most out of your Tapfiliate experience. - [FAQ: Account Lifecycle - Pausing, Canceling, and Reopening](https://support.tapfiliate.com/en/articles/5530257-faq-account-lifecycle-pausing-canceling-and-reopening.md): Everything you need to know about managing your Tapfiliate subscription status, from temporary pauses to permanent data erasure. - [FAQ: Managing Balances, Payments, and Testing](https://support.tapfiliate.com/en/articles/1906148-faq-managing-balances-payments-and-testing.md): A guide for Advertisers on interpreting reporting data, managing affiliate payments, and utilizing development environments - [Advertiser's Guide: Managing Balances and Data Points](https://support.tapfiliate.com/en/articles/10174658-advertiser-s-guide-managing-balances-and-data-points.md): Master the financial data within your dashboard. This guide explains how to interpret affiliate balances, track payment history, and resolve common data discrepancies to keep your program running s... - [Why is my Sender Email not working?](https://support.tapfiliate.com/en/articles/3151728-why-is-my-sender-email-not-working.md): Troubleshooting Sender Policy Framework \(SPF\) record issues - [How to Successfully Upload Your Program Logo](https://support.tapfiliate.com/en/articles/3212239-how-to-successfully-upload-your-program-logo.md): Troubleshooting logo uploads and image quality issues - [Troubleshooting: Missing or Unknown Referrers in Conversions](https://support.tapfiliate.com/en/articles/3148351-troubleshooting-missing-or-unknown-referrers-in-conversions.md): Troubleshoot why the referrer field is empty or unknown. - [Why do my emails end up in the spam inbox?](https://support.tapfiliate.com/en/articles/1530576-why-do-my-emails-end-up-in-the-spam-inbox.md): If your emails to affiliates land in their spam inbox, you might need to set up a Sender Policy Framework \(SPF\). - [Why are my affiliates appearing in the archived section of my account?](https://support.tapfiliate.com/en/articles/2911834-why-are-my-affiliates-appearing-in-the-archived-section-of-my-account.md): Troubleshooting with Zapier & the REST API - [How is my Tapfiliate subscription billed?](https://support.tapfiliate.com/en/articles/1444144-how-is-my-tapfiliate-subscription-billed.md): Learn about how Tapfiliate calculates your bill - [Why was I charged and what is the refund policy?](https://support.tapfiliate.com/en/articles/1353355-why-was-i-charged-and-what-is-the-refund-policy.md): Extra information about our free trial, our money back guarantee, and refund policy. - [Why am I having issues with VAT or refunds?](https://support.tapfiliate.com/en/articles/5842341-why-am-i-having-issues-with-vat-or-refunds.md): Errors involving VAT id validation and how to handle them - [How does annual billing work?](https://support.tapfiliate.com/en/articles/6572477-how-does-annual-billing-work.md): Manage your Tapfiliate subscription once a year and save money ## Service/exclusive announcements - [Affiliate Marketplace \(Beta\) for advertisers](https://support.tapfiliate.com/en/articles/11588370-affiliate-marketplace-beta-for-advertisers.md): The Marketplace is a new place where advertisers and affiliates can easily discover each other and create successful partnerships. - [Affiliate Marketplace \(Beta\) for affiliates](https://support.tapfiliate.com/en/articles/11588437-affiliate-marketplace-beta-for-affiliates.md): The Marketplace is a new place where advertisers and affiliates can easily discover each other and create successful partnerships. - [New Advertiser Portal view](https://support.tapfiliate.com/en/articles/12608343-new-advertiser-portal-view.md): As we aim to make your Tapfiliate experience not just convenient, but also as simple as possible, we're introducing the renewed advertiser account interface.