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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
  • A Stripe checkout path: Payment Link, Buy Button, Pricing Table, or backend-created Checkout Session

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, wise, or stripe)
  • Display currency
  • Affiliate portal subdomain
  • Self-referral detection on/off

Step 3: Create Your First Campaign

In Setup step 3, start with one public campaign:

  • Campaign name
  • Website
  • Commission percentage

Advanced attribution, windows, private campaigns, and Stripe discount settings can be tuned after launch.

Step 4: Install Tracking

In Setup step 4, install the tracking script. The default path is:

  1. Add the script to the pages where affiliate visitors land.
  2. Add data-affiliatebase to your Stripe Payment Link.

If you use Buy Button or Pricing Table, add the same attribute to the Stripe element. If your server creates Checkout Sessions, submit referral_id from the browser and set Stripe client_reference_id server-side.

Step 5: Verify Attribution

Run a test with an affiliate link using ?via=TOKEN, start a Stripe checkout, then confirm Stripe received client_reference_id.

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