Inviting Affiliates

Grow your affiliate program by inviting partners to promote your product. This guide covers the invitation process and best practices.

Sending Invitations

Single Invitation

1. Go to Affiliates in your dashboard
2. Click Invite Affiliate
3. Enter the affiliate’s email address
4. Select a campaign (optional)
5. Click Send Invitation

What Affiliates Receive

The invitation email includes:

• Your program name
• A link to accept and join
• Instructions to get started

Invitation Workflow

You send invitation → Affiliate receives email → They click accept →
Create account (or sign in) → Access affiliate dashboard → Get referral links

Managing Invitations

Viewing Pending Invitations

1. Go to Affiliates
2. Click the Invited tab
3. See all pending invitations with status

Invitation States

State	Meaning
Pending	Awaiting acceptance
Accepted	Affiliate has joined
Revoked	You cancelled the invitation

Resending Invitations

If an affiliate didn’t receive the email:

1. Go to Invited tab
2. Find the invitation
3. Click menu (⋮) → Resend Invitation

Revoking Invitations

To cancel a pending invitation:

1. Go to Invited tab
2. Find the invitation
3. Click menu (⋮) → Revoke

Campaign Assignment

When inviting affiliates, you can assign them to specific campaigns:

• Default campaign: Affiliate promotes your main product
• Specific campaign: Affiliate promotes a particular product/offer
• Multiple campaigns: Assign additional campaigns after they join

Private vs Public Programs

Private (Invite-Only)

Default setup—affiliates can only join via invitation.

Benefits:

• Control who represents your brand
• Curated partner network
• Quality over quantity

Public (Open Signup)

Allow anyone to apply via an application page.

Enable in Settings → Campaigns → Allow public applications

Benefits:

• Scale faster
• Less manual work
• Broader reach

After Invitation Acceptance

Once an affiliate accepts:

1. They appear in your Active affiliates tab
2. They receive their unique referral links
3. They can access the affiliate portal
4. Tracking begins immediately

Affiliate Portal Access

After joining, affiliates can access their portal at:

https://affiliates.yourdomain.com

Or your custom subdomain if configured.

Best Practices

Personalize Outreach

Before inviting, consider:

• Why you want this affiliate
• How they’ll benefit
• What makes your program attractive

Set Expectations

Include in your welcome communication:

• Commission rates and structure
• Cookie duration / attribution window
• Payment schedule and thresholds
• Any program rules

Provide Resources

Help affiliates succeed:

• Marketing assets (images, copy)
• Product information
• Best-performing links/pages
• Contact for questions

Follow Up

After they join:

• Send a welcome message
• Check in after first week
• Share early wins and tips

Email Deliverability

If Invitations Aren’t Arriving

1. Ask affiliates to check spam/junk folders
2. Have them add your sending domain to contacts
3. Resend the invitation
4. Consider reaching out via another channel first

Allowlisting

Recommend affiliates add these to their contacts:

• Your program’s sending email
• noreply@affiliatebase.com

Tracking Invitation Success

Monitor your invitation metrics:

• Sent: Total invitations sent
• Accepted: Successfully onboarded
• Pending: Awaiting response
• Conversion rate: Accepted / Sent

Low acceptance rates might indicate:

• Unclear value proposition
• Wrong target affiliates
• Email deliverability issues

Next Steps

• Set commission rates for new affiliates
• Configure the affiliate portal
• Learn about affiliate approval workflows