Set up your affiliate program
Use the three-step setup to choose what affiliates earn, when they're paid and how people join, and publish your program page.
With the Affiliates module, people who recommend your business (real estate agents, home inspectors, happy customers) get their own link and earn a commission on every sale they bring. Everything runs inside PageShift: applications, links, commissions and payouts. There is no outside service and no fee.
You find it under Leads & Growth → Affiliates. Only Administrators can run the setup and change settings.
Start the setup
Go to Leads & Growth → Affiliates. Until you're done, the Overview shows Set up your affiliate program (1) with four steps. Click the first step, Set your commission, waiting period and payouts.
Step 1: What affiliates earn
- Choose the Currency (1) you pay affiliates in. US dollars suit affiliates from anywhere; sales in other currencies are converted. It can't be changed after the first commission.
- Choose the Commission type (2): A percentage of each sale or A fixed amount per sale.
- Type the Commission (3), for example 10 (%). You can give a product or an affiliate their own rate later.
- For Memberships and other renewing payments (4), choose whether affiliates earn on every payment for a number of months, on every payment as long as it renews, or on the first payment only.
- Click Next (5).
Step 2: When they're paid
- Remember a click for (days) (1): a visitor who buys within this time is credited to the affiliate, even if they come back later without the link.
- Waiting period (days) (2): a new commission waits this long, so refunds can cancel it. Then it's approved. 30 days is common.
- Minimum payout (3): affiliates are paid once their approved balance reaches this amount. Smaller balances roll over.
- Payout dates (4): Monthly (the 1st), Twice a month (the 1st and 15th) or Whenever I choose.
- Tick the Payout methods you'll offer (5): PayPal, Wise, Payoneer, Bank transfer, GCash, Maya or Other. You send the money yourself; PageShift keeps track.
- Click Next.
Step 3: How people join
- Choose How people join (1):
- They apply on your program page, and you approve them (recommended);
- They apply and are approved automatically;
- Invite only: you add affiliates yourself.
- Keep Publish the program page at /affiliates/ now (2) ticked. It explains your program and has the application form.
- Click Finish (3).
The Overview says "Your affiliate program is ready. The program page is live at /affiliates/." and crosses out the first two steps.
Next steps
The two remaining steps on the Overview link to the screens you need:
- Add a banner or a ready-made post for affiliates (see Marketing assets and announcements).
- Approve or add your first affiliate (see Applications and adding affiliates).
Also read the program terms in Affiliates → Settings and have them checked by your lawyer before you invite people (see Affiliate reports and settings).