Tips for a Hassle-Free Experience

You started your own affiliate program. And you found partners. What’s next?

Involvement of your affiliates.

Affiliate engagement is the first step towards building a positive affiliate relationship. This is crucial not only to the success of individual affiliates, but also to the success of your overall affiliate program.

Effective member engagement can help strengthen new affiliates and retain high-quality affiliates so your brand can get the most out of affiliate-focused promotions.

Here is our complete guide to successful partner engagement.

Member Login webinar

What is affiliate engagement?

This is the process of preparing to introduce new partners to your program and start promoting your products and services. Effective member engagement includes communication, guidance and support from the moment they sign up for key milestones like their first conversion.

This is an essential part of every affiliate program. How you involve affiliates will affect their ability to successfully promote your brand and drive paying customers.

Besides that, affiliate engagement is important to the overall growth of your affiliate program – particularly affiliate retention, which will impact affiliate revenue. The more affiliates you have that are actively promoting your brand, the more conversions you are likely to get.

Affiliate Placement checklist

Strategies for successful affiliate engagement

The following strategies will help you successfully incorporate affiliates into your program.

1. Complete your affiliate program checklist

Before you begin, make sure you’re ready and have your Tapfiliate account set up. This step includes several important details that are important for member engagement.

This checklist includes:

  • Testing your integration with Tapfiliate’s Integration Checker
  • Set your program details such as cookie duration and payment methods
  • Create a Terms of Service agreement
  • Uploading marketing materials
  • Set up email triggers and greetings
  • Customizing your sign up page


With Tapfiliate’s Professional Plan, set up custom recruiting areas to easily gather more information about your affiliates. For example, you can ask affiliates to provide their social media accounts and on which channels they plan to promote. If an affiliate uses Instagram, you can create promotional codes and visually appealing marketing images.

2. Contact affiliates for program details

It is important that you communicate the details of your program with affiliates. Being open and transparent will benefit both parties in the long run.

This information may be shared on your affiliate registration page and/or affiliate communications such as a welcome email or getting started guide. Regardless of where you share it, it’s important that these details are clearly communicated to affiliates right away.

Important details for communication include:

Commission: Decide which affiliates will be paid commissions and the commission amount. This is usually a flat rate or percentage of sales.

Cookie Length: Cookie Length refers to the time (in days) between the last click and the conversion. During this time, the affiliate will still be credited for the conversion.

Terms of use: The Terms of Service set the parameters for your program and provide an agreement between your brand and your affiliates.

Your affiliate program’s terms of service may include promotional restrictions, such as banning Pay Per Click campaigns on certain keywords or using spam tactics. Partners must accept the terms you set by ticking the checkbox in the registration section. However, it may be helpful to provide this information in more detail so that affiliates are absolutely clear about your affiliate policies.

Payment details: Set your payment method, payment threshold, and payment deadline. This lets affiliates know how and when their commissions will be paid.

3. Establish communication channels

Streamline communication to get the most out of your affiliate relationship. Establish communication channels so affiliates know exactly who and where to contact your business for anything affiliate related.

Provide affiliates with an email where they can send all affiliate related inquiries and questions. This can be a custom email address for your affiliate program, or the email address of your affiliate manager or team members who control your program. Either way, have an email that affiliates know to contact when needed.

In addition to having a private email, you may want to add a time to meet face-to-face with affiliates via video conferencing. This can be a necessary step in your hiring process or offered as an option for affiliates who want a more in-depth interview.

Also consider other communication channels such as online groups or forums. Such communication channels foster a digital community by providing a more convenient and comfortable space for affiliates to come together.

4. Provide marketing materials

Have marketing materials ready so affiliates can start promoting right away.

These materials may include:

  • Picture Posters
  • tweets
  • Facebook posts
  • Youtube and Vimeo videos
  • Text links
  • Product feeds
  • (HTML5) banners

Recruit SaaS

When you upload assets to your program, your affiliates will be able to access them on their “Walls of Presence” and share them directly on their social channels or embed them on their websites.

Also consider additional materials that will boost your affiliate’s promotions, such as providing a branding kit. A branding kit will ensure that affiliate promotions are consistent and recognized by the audience. This includes your brand’s logos, color profiles, typography, slogans, company images, etc. are included.

Other useful material may include any awards, rankings, media mentions or endorsements. See the example below.

5. Personalize the experience

The onboarding process goes beyond just a welcome email. Instead, it is a continuous process that requires customization.

Each affiliate will be at a different level of experience. Some will be influencers who are familiar with the process. Others may be your current customers who are new to the world of affiliate marketing.

Understand who your customers are and tailor the experience accordingly. For example, if an affiliate has a YouTube channel, consider contacting them to set up a brainstorming session to help them develop unique video content. Or, if your affiliate is new to the industry, provide them with more retention support, such as explaining your affiliate program in detail or giving examples of other affiliate promotions for guidance.


Partner onboarding steps

The steps you use to engage prepare affiliates well enough for them to be successful in promoting your brand. The onboarding process will vary from affiliate to affiliate, depending on their individual needs.

Here are the most effective ways to start affiliates.

1. Welcome message

Once an affiliate has signed up (and you have enabled your program’s automatic notifications), they will receive a welcome email with their referral link and temporary password. They can use this to login.

You can also create your own welcome message that will be displayed on the affiliate dashboard when they log in.

Welcome message SaaS

This is an opportunity to share the key program details mentioned, as well as give a warm welcome. This may include:

  • Login information
  • Affiliate link
  • Commission structures
  • Payment details

You can learn more about customizing these emails here.

2. Getting started newsletter

While the welcome message sends good-to-know information, there’s a lot you can share with affiliates to help them get started.

Set up drip campaigns to send emails and newsletters to your affiliates in the first few weeks.

The content in these campaigns should be primarily strategy and inspiration oriented. This may include:

  • Knowledge base of products and services
  • Glossary of related terms
  • Marketing materials and branding kits
  • Examples of other affiliate promotions
  • List of affiliate marketing blogs

3. Send congratulations

Celebrate the hard work of your affiliate! You can set email triggers for different events and customize them with different messages.

Tapfiliate offers several events where you can set triggers, some of them are:

Conversion created: This event is triggered when a conversion is created.

The commission was created: This event is triggered when a commission is created. This could be the result of a conversion, automatic recurring commission, MLM commission, or commission added via API.

Commission updated: This event is triggered when a commission is approved or issued.

Payment created: This event is triggered when a partner’s balance is settled on Tapfiliate.

4. Support message

An important factor for successful engagement is ensuring that affiliates have everything they need to be successful. If you find affiliates that don’t convert, it’s best to reach out and find out how you can help.

In general, this is best done on a personal level rather than setting generic email triggers. Consider sending an email or scheduling a call to talk face-to-face.

5. Routine updates

As we’ve said throughout this article, affiliate engagement is all about preparing affiliates for success. This means checking in routinely to provide them with everything they need.

Check monthly or quarterly for newsletters, product updates, upcoming sales, media mentions, and any bonus offers. This is also a good time to offer the option to interview affiliates individually if they wish.

6. Surveys

It is important to understand how your affiliate program is going and what can be improved.

Consider sending a survey to affiliates who are new to your affiliate program and have completed the adoption, usually after their first conversion or commission payment. This survey should primarily focus on the registration and recruitment process.

Some useful questions to ask:

  • How easy (or difficult) was it to sign up?
  • Do you think you have everything you need to be successful?
  • What was difficult?
  • What helped the most?
  • What was missing in the process?

Start joining your affiliates today

Although often overlooked, affiliate engagement is key to successful affiliate promotions. To create a positive onboarding experience, take the time to craft affiliate communications and resources that will ultimately help in the long run.

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