Anything you need to know about setting up your Spiffy Affiliate Program can be found here! We are going to walk you through how to get your first program going, setting commissions, assigning checkouts, adding affiliate links, and most importantly, adding affiliates!

Table of Contents

• Create an Affiliate Program
• Affiliate Program Setup
• Assign Products
• Assign Subscription Plans
• Assign Checkouts & Make Items Commissionable
• Adding Affiliate Links
• Adding Affiliates
• Commission Overrides

Create an Affiliate Program

Everything starts from your Spiffy left navigation menu.

1. Click Affiliates > Programs
2. Click Create New Affiliate Program
3. Set a Program Name, and set default commissions for Standard and Subscription Items
4. Add a Description (optional) to your affiliate program that will show in your affiliate portal
5. Add Affiliate Resources link (optional) that will show in your affiliate portal (Learn more about adding Affiliate Resources)
6. Click Add New to create the new Affiliate Program

Next, you’ll want to run through how to set up your new Affiliate Program to be ready to start tracking and generating commissions.

Affiliate Program Setup

Now that you’ve created your Affiliate Program, there are a couple of steps that you will need to take in order for commissions to be generated:

1. Assign Products and Subscription Plans to your Affiliate Program
2. Assign Checkouts to your Affiliate Program and set individual Checkout items to Commissionable on the Program
3. Create tracking links
4. Add SpiffyJS to all your website pages – eg. opt-in, sales page, homepage, etc.

Assign Products

To generate commissions on products, you’ll need to add the Products to the Affiliate Program. Commissions will be generated for sales on all checkouts using that Product. Products can be assigned to multiple Affiliate Programs.

How to Assign Products

1. From your Affiliate Programs page, click on a Program to edit
2. Click the Assign Product button and select all Products you want to add from the dropdown
3. Click Save

Assign Subscription Plans

To generate commissions on subscription sales, you’ll need to add the individual Subscription Plans to the Affiliate Program. Commissions will be generated for sales on all checkouts using that Subscription Plan. Subscription Plans can be assigned to multiple Affiliate Programs.

How to Assign Subscription Plans

1. From your Affiliate Programs page, click on a Program to edit
2. Click the Assign Subscription Plan button and select all plans you want to add from the dropdown
3. Click Save

Assign Checkouts & Make Items Commissionable

To generate commissions on custom line items (eg: any item that is not a Product or Subscription Plan), you will need to assign the Checkout to the Affiliate Program, and then make those line items commissionable on the Program. Checkouts can be assigned to multiple Affiliate Programs.

How to Assign Checkouts

1. From your Affiliate Programs page, click on a Program to edit
2. Click the Assign Checkout button 
3. Select one or multiple Checkouts from the dropdown to include as part of your Affiliate Program
4. Click Save

Once you’ve added Checkouts to your Program, commissions will start to track and generate on all line items designated as commissionable.

This gives you the flexibility to track and pay commissions on certain items and not others on the Checkout. For example: You can pay commissions on sales of the main offer, but not pay commissions on the checkbox addon, or post-purchase one-click upsells in the Flow.

Items on a checkout not marked as commissionable, and not added to an Affiliate Program, will not track and generate commissions.

Set Checkout Items as Commissionable

1. From your Affiliate Programs page, click on a Program to edit
2. In the Checkouts list on your Affiliate Program, click on the Checkout you want to edit
3. In the Commission Settings under Included Items, click the hyperlink ‘change items‘
4. All line items, options, addons and upsells on that Checkout will be listed
5. Select or deselect the checkbox next to each item to include or exclude it from commissions
6. Click Save

How to determine if Checkout Items are set to Commissionable?

The easiest way to see if your checkout items and subscriptions are set to commissionable is to click on the Offer Tab in the Checkouts Editor. You will see a list of all your Checkout items.

All commissionable items will show a moneybag icon to the right.

Adding Affiliate Links

When creating a trackable link, enter the URL for the webpage that you want your affiliates to promote. This is usually a sales page, landing page, or the homepage of your website.

Spiffy will automatically generate unique tracking links for all of your affiliates. Each affiliate can access their unique tracking links by logging into their Affiliate Portal.

How to create an Affiliate Tracking Link:
From your Spiffy left navigation menu, select Affiliates > Programs, then select the Affiliate Program you wish to work on.

• Click on Add Link, give your link a Name, and enter a URL that you would like the link to drive traffic to
• This URL can be a page on your website, an opt-in page, a page where Spiffy is embedded, or a link to your Spiffy Checkout URL if you are using Spiffy’s hosted checkout. Learn more about tracking.
• For Business accounts, you can click Customize Link to customize the link slug
• Enable the Show in Portal feature to give your Affiliates access to their unique tracking links from within the Affiliate Portal

You can also access your Affiliates’ tracking links within Spiffy, by selecting the Affiliate’s record.

Affiliate Link Metadata

For affiliate links that are redirecting to your website or sales page, Spiffy will pull in the metadata set up for your website, when that link is shared on social or via text.

Adding Affiliates

• To add affiliates manually, start by clicking the Add Affiliate button
• Choose Add A New Affiliate -or- Add An Existing Affiliate, if you happen to already have some registered affiliates in Spiffy

You can also enable Spiffy’s Affiliate Registration in your account settings, and add a single Affiliate Program as a Default Program. Learn More →

Customize Links

When adding or editing an affiliate, you can click Customize Affiliate Link to customize the link slug for your affiliate using their name, etc

Commission Overrides

During the initial setup of your Affiliate Program, you enter a default commission percentage for Standard Items and Subscriptions, but you can also set up individual overrides for ANY of the assigned Products, Subscription Plans and Checkouts.

This gives you the flexibility to pay out higher or lower percentages on specific Products, Subscription Plans or Checkouts assigned to the Affiliate Program.

Click on ANY assigned Product, Subscription Plan or Checkout and enter an override Commission percentage. The Subscription Plan override allows you to change the commission percentage along with the duration. 

Review other affiliate-related docs:

• Affiliate Commission Payouts 
• Affiliate Registration
• Affiliate Portal