Overview
Introduction to Partner Programs
Launching an affiliate and referral program allows you to kickstart product-led growth by empowering partners, influencers, and affiliates to drive traffic, leads, and sales for your business. Using the step-by-step program wizard, you can easily configure your program details, establish commission structures, invite your first partners, and brand your experience.
Note
Creating a partner program requires a Business plan or higher.
Step-by-Step Program Launch Wizard
Follow these steps in your workspace dashboard to configure and launch your partner program:
-
Getting Started
Navigate to your workspace and open the program creation page. Provide your company name, upload a square company logo (recommended size: 160×160px), set up your destination website URL where customers will be redirected, and supply a support email address that partners can see on their dashboard. -
Configure Rewards
Choose your default reward type (lead or sale), select your commission structure (one-off or recurring), and determine whether your payout model uses a flat cash amount or a percentage of revenue. If you select recurring commissions, you can choose a specific duration in months or leave it set to lifetime rewards. -
Invite Partners
Kickstart your program by inviting your first wave of affiliates, influencers, or users. You can add up to 25 partner email addresses during the initial setup wizard. -
Help and Support
Provide additional support resources for your partners, such as a help center URL or terms and conditions link, to ensure they have all the information they need. -
Review and Create
Inspect your program summary on the overview screen. Once you are satisfied with your settings, click Create program to finalize the setup and publish your program.
Key Concepts
- Program Domain: A dedicated custom domain or subdomain used exclusively for your short links and affiliate program pages.
- Reward Types: The qualifying event that triggers a partner payout. You can reward partners based on lead generation or completed sale conversions.
- Commission Structure: How long and how often a partner continues earning commissions. One-off rewards apply to the initial transaction, while recurring rewards continue for a specified duration or a customer's lifetime.
- Partner Group: A collection of partners who share common reward settings and referral link configurations. A default group is automatically created when you launch a program.
Summary Configuration Options
| Step | Configuration Option | Description |
|---|---|---|
| Getting Started | Company Name | The public name of your company and program. |
| Getting Started | Logo | A square brand logo used throughout your partner program. |
| Getting Started | Destination URL | The website URL where users are redirected when clicking referral links. |
| Getting Started | Support Email | The contact email displayed to partners on their dashboard. |
| Configure Rewards | Reward Type | Choose whether partners earn rewards per lead or per sale. |
| Configure Rewards | Commission Structure | Choose between one-off payouts or recurring revenue shares. |
| Configure Rewards | Reward Amount | Set the payout value as a flat cash amount or a percentage rate. |
Tips for Success
Tip
After launching your program, make sure to set up conversion tracking on your website (such as installing tracking scripts or connecting platforms like Shopify) so that partner clicks, leads, and sales are measured accurately.
Warning
Ensure your billing plan supports partner management before starting the wizard; legacy business plans or lower tiers without program capabilities will prompt you to upgrade your subscription.