How to Set up an Effective Affiliate Onboarding Process 5 Tips

All information collected from the affiliate signup page or from the Affiliate Signup API will be pushed to the Pending Affiliate queue. Here you can view the affiliates’ information, make notes, validate contact details, and then approve or deny the new affiliate partner. Effectively affiliate onboarding managing all of these moving parts ensures a strong start with your affiliates, which leads to more revenue—faster! The hosting Georgia Tech department must offer and initiate Affiliate status. The ASC Direct Hire eRequest form is used to begin the process to add a new Affiliate.

affiliate onboarding

It’s also a chance for you to get ideas on improving the program experience for affiliates. Send out a survey to program participants after they generate their first conversion or earn a commission. Once you’ve gotten through the initial onboarding process, keep up with the efforts of your affiliates.

Ace23 increases its revenue and campaign efficiency by 20%

In the long term, being straightforward and fair will benefit all parties. May 2021First of two affiliate DocuSign forms is ready for internal testing. Affiliate onboarding is important because the early days of any relationship are crucial. You’re sizing each other up, wondering if the relationship is going to be of value, and deciding how far you want to take things. Spending my days writing marketing content, cycling around canals in Amsterdam and attempting to master the Dutch language.

affiliate onboarding

To create a positive onboarding experience, take time to prepare affiliate communications and resources which will ultimately help in the long run. Simply put, affiliate onboarding is the process of getting new affiliates familiarised with your affiliate programme. Guidance, communication and support are key in ensuring that your affiliates feel that the partnership will be a success.

Information Resources & Technology

This information is entered into a system with enterprise-level security, designed to protect the privacy of any TIN, bank, or payment card information entered. Your business lets the new affiliates gain access to any online affiliate systems through an online invitation and registration. Affiliate systems include any company system for conducting affiliate business and reporting and the payment system for affiliates and partners. Your new affiliates are likely to have plenty of questions regarding their responsibilities, company rules, and the affiliate tools they will be using. To help them get started and avoid having to repeatedly explain the same things, a good idea would be to prepare a guide for affiliates with all the information they might need during onboarding. Your affiliate onboarding is a perfect opportunity to showcase how simple and reliable your payment process is.

affiliate onboarding

Your onboarding process should set out clear expectations for each new affiliate, and provide them with all the tools they need to be successful. That way they know exactly what they’re signing up for and how to get started. Now is the best time to consider affiliate software because it saves time and money, reduces fraud and errors, and optimizes the affiliate experience. Software helps establish a process for onboarding satisfied new affiliates and keeping them automatically informed about their payment status, reducing distractions. Using the right type of affiliate software can become a competitive advantage.

Offer support and resources.

Try our services free for 30 days to see what a big difference an affiliate program can make in expanding your brand’s reach. Come up with an outline or checklist of all of the things you want affiliates to learn or accomplish during the onboarding process. It should include everything from a welcome email for affiliates, affiliate website details, or other efforts to help teach affiliates about the details of your program.

affiliate onboarding

Others could be existing consumers who are new to affiliate marketing. A guide is also an excellent opportunity to offer brief training on utilizing their affiliate services and who to reach if they have any difficulties. Here’s a comprehensive guide to onboarding the affiliates effectively. To get the most out of your check-ins, decide on a schedule and let your new affiliates know when they’ll hear from you and what to expect. This gives them an opportunity to prepare questions and helps make these conversations more productive.

Affiliate onboarding… How long does it take?

Implementation of the new process to reduce the handoff and improve turnaround time for affiliate onboarding/hiring. The information provided by Growann (“we,” “us” or “our”) on growann.com (the “Site”) is for general informational purposes only. Under no circumstance shall we have any liability to you for any loss or damage of any kind incurred as a result of the use of the site or reliance on any information provided on the site. Your use of the site and your reliance on any information on the site is solely at your own risk. We then connect this information with our readers to help them find the right tool for their business. Some of the Software that appear on the website are from software companies from which Growann.com receives compensation.

  • All information collected from the affiliate signup page or from the Affiliate Signup API will be pushed to the Pending Affiliate queue.
  • Send out a congratulatory message when they make their first sale or hit an established sales target.
  • Whether you hire a manager to take care of affiliates or oversee them yourself, it’s crucial that they know who they should reach out to and on what channel in case any questions or issues arise.
  • Barbara is currently a financial writer working with successful B2B businesses, including SaaS companies.
  • They’ll know precisely what they’re getting themselves into and how to get started.

With Tipalti finance automation software, affiliates can choose from their country’s available and cost-effective payout methods. Payout options may include ACH, global ACH, PayPal, wire transfers, prepaid debit cards, and live paper checks. Your business can apply for a virtual payments rebate and employee spend tracking card called Tipalti Card. Schedule an online orientation session for new affiliate partners with a choice of recurring dates throughout the year near their joining date.

Start Getting More Sales Today with AffiliateWP

The affiliate onboarding process matters because it registers new affiliates in your company’s system, collects tax documents, orients partners on how to set up their processes, and informs them. Onboarding can motivate new affiliates to focus on optimally achieving results. Excellent onboarding readies the affiliate for an on-time first payment in a stream of future performance-based earnings. For best practices, use Tipalti AP automation and global partner payments software integrated with your ERP system or accounting software.

Provide affiliates with various marketing materials

An effective onboarding process can help businesses establish a productive partnership that drives traffic and sales. In this expert article, we’ll discuss the art of onboarding affiliates and provide https://xcritical.com/ strategies to help businesses build a successful affiliate program. When you or your company manage a program for third-party affiliate partners, you know how essential they are to business growth.

Share your thoughts