To get the most out of your check-ins, decide on a schedule and let your new affiliates know when they’ll hear from you and what to expect. This gives them an opportunity to prepare questions and helps make these conversations more productive. If you’ve been running your affiliate program for a while, you may have noticed that you receive certain questions over and over again.

This page will help you with the onboarding process of using the StatsDrone app. Percentage of estimated transaction amount for the selected entry mode. Percentage of estimated transaction amount for the selected card type. Enumeration of possible time periods for which transaction volume and average transaction amount are defined.

Ready to Promote.

If you’re working with affiliates and not seeing the results you expect, it may be time to refine your onboarding process. Your business will leverage the benefits of automation system efficiency to reduce up to 80% of staff processing time and minimize new hires. Your business lets the new affiliates gain access to any online affiliate systems through an online invitation and registration. Affiliate systems include any company system for conducting affiliate business and reporting and the payment system for affiliates and partners. Stay up-to-date with the latest affiliate onboarding techniques to maximize your business’s potential from its affiliate program management. Although guides are very helpful, even the best ones won’t cover all questions or problems your affiliates might have.

Besides explaining these things to your affiliates during your first meeting, we also recommend adding the answers to these questions to the aforementioned Getting Started guide. Be careful not to overwhelm your new affiliates with too much information and technical jargon when preparing a guide, as your new affiliates might not be able to understand industry-specific terms. Sticking to the simple language will ensure that all your new hires understand the instructions and know what is expected from them. We love WPForms’ conversational forms for this because they don’t bombard people with too many questions all in one go. They allow you to ask questions in a more natural way, keeping your affiliates engaged and helping you to maximize the insights you get.

Support message

Includes settings related to estimated transactions’ count and volume. Email address used to send any notifications or discuss any processing issues. Includes settings that allow affiliate creation with the help of onboarding wizard.

  • Barbara has an MBA degree from The University of Texas and an active CPA license.
  • Estimated average amount of the payment card transactions within a year.
  • The terms of service for your affiliate program can include promotion restrictions, such as prohibiting Pay-Per-Click campaigns on certain keywords or using spamming tactics.

It might also be worth setting up an automatic follow-up one month after affiliates join to check in with them and see how they’re doing. This makes it easy for them to respond to you with questions or concerns if they haven’t already. Every affiliate is different and you want to make their affiliate onboarding experience as personalized as possible. If you want your affiliates to thrive, they should feel welcome as a part of your team, and that all starts with onboarding. Not all of these programs offer the potential yours does, but affiliates don’t know this. They’re trying to make a quick decision about which affiliate program can make them money, and if you can’t showcase this, then they’ll likely move on to the next one quite quickly.

Strategic Steps for a Smooth Onboarding Process

Whether you hire a manager to take care of affiliates or oversee them yourself, it’s crucial that they know who they should reach out to and on what channel in case any questions or issues arise. Your new affiliates are likely to have plenty of questions regarding their responsibilities, company rules, and the affiliate tools they will be using. To help them get started and avoid having to repeatedly explain the same things, a good idea would be to prepare a guide for affiliates with all the information they might need during onboarding.

affiliate onboarding

Additionally, this is a perfect opportunity to let affiliates choose whether or not they want to meet you individually. Affiliate onboarding is important because the early days of any relationship are crucial. You’re sizing each other up, wondering if the relationship is going to be of value, and deciding how far you want to take things. Spending my days writing marketing content, cycling around canals in Amsterdam and attempting to master the Dutch language. You can also compose your own welcome message that will be shown on the affiliate dashboard when they log in. Once an affiliate is signed up , they will receive a welcome email with their referral link and temporary password.

This not only makes the onboarding process smoother for them; it also cuts down on the amount of support you need to provide. The terms of service for your affiliate program can include promotion restrictions, such as prohibiting Pay-Per-Click campaigns on certain keywords or using spamming tactics. Affiliates must agree to the terms you’ve set by ticking the checkbox in the sign-up section. However, it could be useful to provide this information in more detail so affiliates are absolutely clear about your affiliate policies. A bad onboarding process – or the lack of it – will result in a large number of dormant or inactive affiliates. The affiliate signed up with your program for a reason, but somehow never became productive.

affiliate onboarding

Having company-branded materials available for affiliates right at the start helps in two ways. Firstly, they allow affiliates to start promoting the products right away. Secondly, promotional content with your company’s logo, colors, font, or brand images will be easily recognizable, which builds consistency among the affiliates’ followers.