Affiliate Onboarding Guide: Tips for a Seamless Experience

By improving your onboarding process, you can set your affiliates up for success, increasing your own revenue in the process. This aspect is often overlooked, but it’s essential to an effective program. Getting started isn’t as hard as you might think, either — because we support your success, we provide everything you need right from the start. Let’s take a look at just a few of the ways that affiliate onboarding at iPROMOTEu ensures your success. Try to simplify interaction as much as possible by setting up different communication channels so that partners know who and when to contact to resolve critical issues.

You need affiliate software that automates the basics and makes your life easy. To maximize the benefits of affiliate marketing there are certain tasks we need to be able to automate. Your time is precious, and these tips are going to make sure you’re using it more efficiently.

affiliate onboarding

This is important for the overall success of your affiliate program as well as the success of individual affiliates. An ideal onboarding procedure will greatly assist new affiliates in creating interest for brand advertising for your business. Check in frequently during the onboarding process to build stronger relationships. 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.

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Also consider additional materials that will enhance your affiliate’s promotions such as providing a branding kit. A branding kit will ensure that affiliate promotions are consistent and recognizable to audiences. This includes your brand’s logos, color profiles, typography, slogans, company images etc.

affiliate onboarding

This step involves several important details that are important to affiliate onboarding. How you onboard affiliates will impact their ability to successfully promote your brand and refer paying customers. Affiliate onboarding is the first step in building a positive affiliate relationship. This is crucial to not only the success of individual affiliates, but also the success of your overall affiliate program. Learn more about establishing a successful affiliate program by working with LeadDyno. Try our services free for 30 days to see what a big difference an affiliate program can make in expanding your brand’s reach.

Help Affiliates Find Success After Onboarding

It brings in new customers, expands social media reach, improves SEO, and has many other positives. When they log in, an affiliate link generator will automatically appear along with their analytics (real-time metrics), affiliate coupon codes, and affiliate creatives. Once you’ve approved the affiliate, they can then log in to their affiliate dashboard through the same Affiliate Area page. A guide is also an excellent opportunity to offer brief training on utilizing their affiliate services and who to reach if they have any difficulties. The different affiliates aggressively advertise your business, the more sales you will get. It’s really important you go through this process to make sure everything is setup correctly and that there are no gaps or confusion points for affiliates.

They can cover topics like what promotional efforts work best with different products or how to develop promotions that appeal to your target audience. Likewise, if you use another affiliate marketing platform, it’s still worth reading on to discover different ways to automate your affiliate marketing program. Affiliate onboarding is easily one of the most overlooked aspects of running an affiliate program. It requires a willingness to be proactive and support your partners so that they can see success at the end of the tunnel. Even implementing a few of these strategies above will give you a leg up on your competitor’s affiliate programs and make your partnership with affiliates that much stronger. As a promotional products distributor, you likely already have one or more marketing campaigns and strategies in place.

Provide affiliates with updated content for product photographs, banners, and brand materials. Share creatives that convert well among all affiliates in your program. Having a welcome package makes it easier for affiliates to follow educational sessions about the program. You want to avoid overwhelming new participants with confusing jargon or overly technical explanations. New participants should understand the instructions and what’s expected of them during their time as one of your brand affiliates.

Personalize the experience

Better affiliate retention positively impacts your revenue and contributes to the growth of your program. Affiliate Onboarding is the process of introducing new affiliates to your affiliate program and lining them up to begin advertising your goods and services. From the moment an affiliate signs up until key points in events like their first conversion, an effective affiliate onboarding incorporates communication, direction, and support.

Make sure you tell the new affiliate what they need to do to identify as one of your affiliates. Unfortunately, the applicant was not successful – best to let them know sooner rather than later. There are tools available for checking the validity of certain metrics, such as TwitterAudit for weeding out bot followers. Taking time to make sure this is clear early on in the process can prevent unnecessary complications and wasted time further down the line. As well as this, asking for sample content up-front (ideally this will be a custom-crafted guest post or something similar) is a great way to weed out all of the non-serious applicants.

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Once you’ve imputed your business details, you’ll then be able to pay affiliates directly to their bank accounts in just a few clicks. You can easily optimize this process by adding the Affiliate Dashboard Sharing add-on to your program. This adds social sharing buttons to your affiliate link generator to encourage your affiliates to grow your social exposure. If you can incorporate your affiliates into this happy, thriving community you’ve created, then it’s going to give them added motivation.

  • This could be a dedicated email address for your affiliate program, or the email address of your affiliate manager or team members overseeing your program.
  • You are likely to see results the more affiliates actively advertise your business.
  • You can also compose your own welcome message that will be shown on the affiliate dashboard when they log in.
  • This critical team will work with your distributorship on virtually any need — from answering specific questions about our processes to training you on our various technology platforms.
  • For example, For instance, you can ask affiliates to provide their social media handles and what channels they plan to promote on.
  • UpPromote Dashboard, there is a section right below where you can chat with your affiliates, communicating with them is much more convenient when you expect to exchange information fast.

Even with the most personalized technology, we often find we lose a bit of the human touch when it comes to partnership building online. Even more, when affiliates sign up and don’t have all the information , they often feel like they don’t have a lifeline. It’s ok to give affiliates a little nudge or set a goal that will help prioritize promoting your product or services over other offerings. Affiliates want to know there is someone behind the affiliate program managing it, and even more, willing to help them succeed. By default, Tapfiliate sends an email to each affiliate who joins your affiliate program with their affiliate link and how to sign in to the tapfiliate dashboard. Since we don’t require such restrictive documentation, the process is exceedingly swift.

Delivery Marketing & Payout Materials

This is the process of getting new affiliates acquainted with your program and prepared to start promoting your products and services. An effective affiliate onboarding involves communication, guidance, and support from the moment they sign up to important milestones such as their first conversion. Congratulations — you’ve managed to recruit affiliates who complement your affiliate program.

In fact, the best time to do it is within 30 days of an affiliate signing up . Uploading your terms and conditions and ensuring they are public on your program signup page. Gain the freedom, time and financial means to do more of what you love.

Onboarding Strategy #3: Affiliate bonuses.

Try to set up affiliate onboarding to ensure a quick and easy entry into the program. Properly tuning to a counterparty’s strengths builds confidence and the trust needed to become a trusted partner. The main goal of affiliate onboarding is to set up affiliates for success. This involves regularly checking in to make sure they have all they require. Creating a truly effective onboarding process isn’t difficult, but it does require some thoughtful consideration of the needs of your affiliates.

affiliate onboarding

The bottom line is that you want to set up your onboarding process to make your affiliates feel like they are a part of something – like they just joined a cool club and they’re warmly welcomed. According to statistics, its share in electronic sales in Canada and the United States is 16 percent. You must consider changing the affiliate onboarding procedure if interacting with partners but not achieving the desired results.

These campaigns are available to you immediately, allowing you to get your foot in the door with new prospects and close more deals. Your affiliate onboarding is a perfect opportunity to showcase how simple and reliable your payment process is. Of course, to do this, you need a great payment process to begin with, which is why we created our integrated payouts service. One thing we say all the time at AffiliateWP is that it’s one thing to create an affiliate program, it’s another to successfully grow it.

It ensures that you cover crucial details that help your affiliate partners get up and running quickly. The Fraud Prevention pro addon is going to boost your security as well as help automate your affiliate program. Simply go to the addon page and toggle the download button next to Fraud Prevention. This will create a new Anti-Fraud tab in your settings with some awesome new features. Additionally, iPROMOTEu offers creative support for your marketing efforts. You’re a business owner — why spend time on designing creative when you can be focused on revenue generation?

Sign up now to read about the latest news, events, and insights from the industry experts at iPROMOTEu. Sign up now to get the latest news, events, and insights from the industry experts at iPROMOTEu. Affiliate onboarding is great because it opens a conversation and you can use this to get important insights into how you can improve your program. May 2021First of two affiliate DocuSign forms is ready for internal testing. Right now, your priority for onboarding the new affiliate is to make sure they have everything they need to perform their responsibilities to the best of their ability.

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