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Quick Start

Launch AffiliateBase with the standard setup flow used in production

Table of Contents

Quick Start

This is the fastest launch path in the standard production implementation.

Before you begin

  • Stripe account access (test mode is recommended for setup validation)
  • Your AffiliateBase account ID from setup
  • At least one test affiliate token for ?via=TOKEN checks
  • Checkout flow where you can pass client_reference_id

Step 1: Connect Stripe

In Setup step 1, connect Stripe from the install link.

Step 2: Configure Account Settings

In Setup step 2, set:

  • Payout method (paypal, manual, or stripe)
  • Display currency
  • Affiliate portal subdomain
  • Self-referral detection on/off

Step 3: Create Your First Campaign

In Setup step 3, create at least one campaign with:

  • Name and destination URL
  • Reward type (percent or fixed)
  • Commission amount

Step 4: Install Tracking

In Setup step 4, install the tracking script and pass client_reference_id to Stripe Checkout.

Step 5: Verify Attribution

Run a test with an affiliate link using ?via=TOKEN, then complete a test checkout.

Step 6: Run a First Payout Dry Run

Create a payout run with test data, execute, and verify reconciliation paths.

Step 7: Confirm Operational Readiness

Before launch, confirm:

  • API key authentication works with X-Account-Id
  • Stripe webhooks are delivering successfully
  • Troubleshooting playbooks are ready for your team

Launch success checklist

  • A test referral is created from ?via=TOKEN
  • A test conversion appears in your dashboard
  • A commission is created and visible in reporting
  • Affiliates can see referral/commission data in the portal
  • A payout run can be created and reconciled

Next steps