Navigating your affiliate network: Refersion

Program Description

  1. Login to your Refersion account

  2. Select Channels > Marketplace

  3. Click on Content from the left-hand navigation

  4. Make any relevant changes to your Company and Program Descriptions here

    1. Here’s where you want to showcase what your brand and program is all about, give a description of your company, highlight your commission rate and average order value, and specify your cookie duration here as well

*In Refersion’s network, you have a separate program description listed on your network profile (see instructions above) than the program description sent to affiliates when trying to recruit, to update the latter proceed with the following instructions

  1. Select Channels > Affiliate Registration Page from the menu at the top

  2. Click on Content from the left-hand navigation

  3. Make any relevant changes or edits to your affiliate-facing program description here

  4. Select Save to confirm any changes before leaving the page

Keywords

*Refersion doesn’t have a keywords section, instead they recommend including any keywords in your welcome email

  1. To make changes to your welcome email, go to Channels > Email Templates

  2. Click on New Affiliate, this is the template that gets sent to affiliates when they join your program

  3. Include your keywords in this email template and click Save Changes

Text links

*A good rule of thumb is to have a text link for each of the following (or more): your homepage, shop all, best sellers, and links to any coupons you’ve set up

**Note that Refersion adds an affiliate’s ID to the end of the URL so each link set up is specified for that affiliate, to give multiple affiliates access to the same link you will have to duplicate and add each desired affiliate individually

  1. Select Dashboard > Generate Referral Link

  2. Add the intended page under Destination Page URL

  3. Specify which affiliate you want to give access to below

  4. Click Generate to create your new text link

For more detailed instructions read Refersion’s article on page-specific referral links

Coupon Links

**Note that Refersion adds an affiliate’s ID to the end of the URL so each coupon link set up is specified for that affiliate, to give multiple affiliates access to the same coupon you will have to duplicate and add each desired affiliate individually

  1. Select Manage > Affiliates

  2. Click on the affiliate you want to create a coupon for and select Add Trigger

  3. Choose Coupon Code under Type, and enter the Coupon Code for the affiliate

  4. Save your new coupon code by clicking Create

Another way to add coupon codes is with the following:

  1. Select Dashboard > Add Conversion Trigger

  2. Enter the Affiliate’s Name, Type (Coupon Code) and the Coupon Code

  3. Click Add Trigger to save your new coupon

You can automatically push these coupons to Shopify or BigCommerce if you work with either of those shopping carts

  1. Go to Account > Settings > Shopify or BigCommerce

  2. Under Shopify (BigCommerce) Discount Code Creation, select Yes and make adjustments like specifying the terms of the coupon before Saving your changes

For further instructions on this part of the process please read more here

Banners/Images

*Make sure banners include branding elements and a call to action. Keep in mind affiliates use these images as their promotional materials without modification so they must be effective ads in and of themselves, not requiring additional design elements or text by the affiliate.

See examples of well-crafted banners here: https://instapage.com/blog/banner-ads/

  1. Select Manage > Creatives from the navigation at the top

  2. Click on Create New

  3. Give your image a Title, ex. the product name

  4. Enter the Landing Page URL associated with the image

  5. You have to option to select a Category to group your images

  6. Upload the image and save your new creative

Product Feed

*A product feed is a CSV file of your inventory that gets uploaded to your network so affiliates can have a live view of what’s in stock and what they can promote

  1. Select Channels > Marketplace from the menu at the top

  2. Select Product Feed from the left-hand navigation

  3. Under Your Stores enable Listed on Product Feed for your shopping cart installation to keep affiliates up to date on restocks, new product additions, and out of stock items

Adjusting Commission Rates

  1. From the home page, navigate to the Manage dropdown.

  2. Click on Offers > Create Offer.

  3. Give your new offer a name that describes the commission structure or the affiliates you will apply this new rate to.

  4. Adjust the ‘Type’, ‘Amount’ and ‘Currency’ if applicable.

  5. Enter any additional commission terms if necessary.

  6. Under Advanced Options - add relevant cookie duration and make the offer private.

  7. Save changes before refreshing or exiting the page.

  8. From the Manage dropdown, click on Affiliates.

  9. Search for the affiliate(s) you’d like to apply the new commission rate to.

  10. Click on the affiliate’s name.

  11. Under the ‘Edit Profile’ on the left hand side of the screen, select ‘Offer & Payment’.

  12. From here change the selected Offer to the one you just created for the affiliate.

  13. Make sure you save your changes before leaving the page!

More Refersion resources

For additional Refersion support