Affiliates
Managing and engaging with your affiliate partners
Overview
Affiliates are partners who promote your products or services in exchange for commissions on successful referrals. Refgrow provides tools to manage your affiliates, track their performance, and ensure they have the resources they need to succeed.
Affiliate Dashboard
Each affiliate gets access to a personalized dashboard where they can:
- View their referral statistics
- Get their unique referral links
- Track earnings and commissions
- Access promotional materials
- Update their payment information
Dashboard Customization
You can customize the appearance and content of the affiliate dashboard from your program settings. Options include:
- Changing colors to match your brand
- Customizing the program title and description
- Toggling display of daily statistics
- Showing or hiding certain dashboard elements
For details on customization, see the Customization guide.
Managing Affiliates
Viewing Affiliates
To view and manage your affiliates:
- Log in to your Refgrow dashboard
- Select the program you want to manage
- Navigate to the "Affiliates" tab
Here you'll see a list of all your affiliates with key metrics including:
- Email address
- Referral code
- Number of clicks
- Signups and purchases generated
- Total earnings
- Unpaid balance
Inviting Affiliates
There are several ways to add affiliates to your program:
Manual Invitations
- From the Affiliates page, click "Invite Affiliates"
- Enter one or more email addresses (separated by commas)
- Add an optional personalized message
- Click "Send Invites"
Invitees will receive an email with instructions to join your program.
Sharing Your Signup Link
You can also share a direct signup link:
- From the Affiliates page, click "Copy Signup Link"
- Share this link via email, social media, or your website
Anyone who visits this link can sign up to become an affiliate for your program.
Automatic Registration
You can allow customers to become affiliates automatically:
- Go to your program settings
- Enable "Allow customer self-registration"
- Optionally, set requirements (e.g., must have made a purchase)
Removing Affiliates
To remove an affiliate from your program:
- Go to the Affiliates tab
- Find the affiliate you want to remove
- Click the delete (trash) icon in the Actions column
- Confirm the deletion
Affiliate Performance
Tracking Metrics
Refgrow tracks several key metrics for each affiliate:
- Clicks: The number of times someone clicked their referral link
- Signups: Number of new users who signed up through their link
- Purchases: Number of completed purchases attributed to them
- Earnings: Total amount earned through commissions
- Conversion Rate: Percentage of clicks that convert to purchases
Analyzing Performance
To analyze affiliate performance in more detail:
- Navigate to the "Analytics" tab in your program dashboard
- Filter by date range or specific affiliates
- View charts and graphs showing performance trends
- Export data for further analysis if needed
This data can help you identify your top-performing affiliates and optimize your program.
Communication and Resources
Communicating with Affiliates
Effective communication is key to a successful affiliate program. You can:
- Send email announcements to all affiliates
- Provide updates about new products or promotions
- Share tips for better conversion rates
- Communicate changes to commission structures or policies
Providing Resources
Help your affiliates succeed by providing marketing resources:
- Go to the "Resources" tab in your program settings
- Upload marketing materials such as:
- Banner images
- Product images
- Email templates
- Social media copy
- Add descriptions for each resource
- Publish to make them available in the affiliate dashboard
These resources will appear in the "Marketing Materials" section of your affiliates' dashboards.
Best Practices
- Clear Guidelines: Provide clear guidelines on how affiliates can and cannot promote your products
- Competitive Commissions: Offer competitive commission rates to attract and retain high-quality affiliates
- Regular Communication: Keep affiliates informed about new products, promotions, and changes
- Quality Resources: Provide high-quality marketing materials to help affiliates promote effectively
- Prompt Payments: Process affiliate payments promptly according to your schedule
- Recognition: Recognize and reward top-performing affiliates
Next Steps
- Learn about Commission Structures
- Set up your Payout System
- Customize your Affiliate Dashboard