This page is for merchants who need to get a referral link to an affiliate. Affiliate links belong to campaigns and are assigned to affiliates. Once an affiliate exists, their referral link appears in two places:
- The merchant dashboard, on the affiliate record under Links
- The affiliate portal, on the affiliate’s Dashboard in Promote this campaign
Use this guide to create a new link, share a public campaign signup link, send an invite, or help an affiliate find the link to share.
1. Create or Choose a Campaign
Open Campaigns and choose an existing campaign, or select New Campaign.
Every affiliate link belongs to a campaign. The campaign controls the destination page, reward rules, attribution model, payout threshold, and timing settings.
2. Set the Campaign Destination and Reward Rules
When you create a campaign, set its Name, URL (the landing page), Reward type, commission settings, and payout timing. See Create and Configure Campaigns for every field.
The landing page is where customers arrive when they use the affiliate’s referral link.
3. Invite or Open an Affiliate
Open Affiliates. From here you can:
- Select Invite Affiliate to send an invitation
- Select Onboard Affiliate to create the affiliate directly
- Open an existing affiliate row to view their generated link
You can also open the campaign’s Invitations tab and copy the Public signup link (invite-only campaigns don’t have one). Affiliates who join through that link are assigned to that campaign and start as Pending until you approve them (see Affiliate Onboarding Checklist). Affiliates you invite by email become Active when they accept, and affiliates you onboard directly default to Active. Affiliates who join from the account-level affiliate portal are assigned to the account default campaign. An affiliate account belongs to one campaign at a time. An existing affiliate who joins another campaign moves to that campaign instead of getting a second active campaign profile.
Pending invitations stay in Pending affiliate invitations on this page until the affiliate accepts or you revoke the invite. Invitation links expire after 14 days. From that list, choose Resend invite (or Renew invite once expired) or Revoke invite.
4. Send the Affiliate Invitation
On the invite form, enter the affiliate’s email address and choose the campaign they should join.
Select Send invite. The affiliate can then accept the invite, create their login, and access their affiliate portal.
5. Find the Link as a Merchant
Open the affiliate record from the Affiliates page.
The affiliate’s generated referral URL appears under Links. Copy it and send it to the affiliate if they need help finding it.
6. Copy the Link from the Affiliate Portal
Affiliates can also sign in to their affiliate portal and find the link on their Dashboard, in Promote this campaign (or Share your promo code for promo-code-only programs).
The referral link appears next to the campaign. The affiliate selects Copy link and shares that URL with customers.
Summary of the steps
- Create or choose a campaign.
- Share the campaign public signup link, invite the affiliate, or onboard the affiliate directly.
- Open the affiliate record and copy the URL under Links.
- Tell the affiliate they can also copy the same link from Promote this campaign on their affiliate portal Dashboard.
Confirm the link is ready to share
Open the generated link in a private browser window and confirm it reaches the campaign destination with ?via= intact. Confirm checkout attribution with the verification checklist; you can share links while verification is pending.