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Onboard Affiliates

Invite affiliates, create records directly, and assign campaign ownership

Table of Contents

Onboard Affiliates

AffiliateBase supports two core onboarding paths.

Option 1: Invite Flow

Use Settings -> Team -> Affiliate Invitations to:

  • Send invitation
  • Resend invitation
  • Revoke invitation

Option 2: Direct Onboarding

Use Affiliates -> Onboard Affiliate to create the affiliate directly.

What Happens Automatically

On successful onboarding, the app creates:

  • Affiliate record
  • Primary referral link token
  • Active affiliate coupon when campaign coupon configuration allows it

Affiliate States

Common states:

  • pending
  • active
  • disabled
  • suspicious
  • rejected

Next steps