# Affiliate Program Setup 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](#create-an-affiliate-program) - [Affiliate Program Setup](#affiliate-program-setup) - [Assign Products](#assign-products) - [Assign Subscription Plans](#assign-subscription-plans) - [Assign Checkouts & Make Items Commissionable](#assign-checkouts-amp-make-items-commissionable) - [Adding Affiliate Links](#adding-affiliate-links) - [Adding Affiliates](#adding-affiliates) - [Commission Overrides](#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)](https://university.spiffy.co/faq/adding-affiliate-resources-to-your-affiliate-portal.md) 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** 3. Create tracking links 4. Add [SpiffyJS](https://app.spiffy.co/settings) to all your website pages – _eg. opt-in, sales page, homepage, etc._ **NOTE:** Individual checkouts added to the Affiliate Program with custom line items will only generate commissions when those line items are also marked as commissionable within the Program. Assigning checkouts is optional and more advanced. **We recommend using Products and Subscription Plans for more ease of set up with your Affiliate Program.** ## 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**](https://app.spiffy.co/affiliates/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** **Payment Plan Commissions:** Commissions are calculated on the base line item amount. By default, commissions are not paid on finance fees. If you want commission to be paid on finance fees, use the [Track Affiliate Commission](https://university.spiffy.co/elements/payment-plans.md#track-affiliate-commission-on-finance-fee) checkbox on the payment plan in the checkout editor. Commission Payouts are calculated on cash collected as payments are made. ## 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**](https://app.spiffy.co/affiliates/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** **Need to exclude a specific checkout?** By default, commissions for a Subscription Plan are generated across all checkouts with that plan. To exclude one of your checkouts, assign it to your affiliate program and mark the subscription plan on the checkout as non-commissionable within the program. [Learn more about Assigning Checkouts](https://university.spiffy.co/affiliates/affiliate-program-setup.md#assign-checkouts-amp-make-items-commissionable) ## 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**](https://app.spiffy.co/affiliates/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**](https://app.spiffy.co/affiliates/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** **Important:** Be sure that you have followed the steps to assign Products & Subscription Plans to your Affiliate Program. If you add Checkouts to your Program, make sure to mark specific items as commissionable. Commissions will only be tracked for assigned Products and Subscription Plans, and items on checkouts marked as commissionable. ### 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**_](https://university.spiffy.co/affiliates/affiliate-portal.md). **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.](https://university.spiffy.co/affiliates/how-tracking-works.md) - 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. For Business and Scale accounts, you can choose to track leads referred by your affiliates, and share leads and purchase data with your affiliates in the portal. [Learn more about Lead Tracking and Sharing](https://university.spiffy.co/affiliates/affiliate-lead-tracking-sharing.md) ### 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 →](https://university.spiffy.co/affiliates/affiliate-registration.md#enabling-affiliate-registration) ### Make Affiliate Payout Eligible Once you have received necessary documentation, like W9 or other tax forms, make sure to edit the affiliate record and turn on the toggle **Payout Eligible**. This is a filter you can use during the commission payout process. ### Customize Links For Business accounts only When adding or editing an affiliate, you can click **Customize Affiliate Link** to customize the link slug for your affiliate using their name, etc **Note**: Editing an affiliate’s link slug will change all their links immediately and existing links will no longer work. ## 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. Visit your [Affiliate Settings](https://app.spiffy.co/settings/affiliates) by clicking on **Affiliates** > **Settings** to select your Global Tracking Conversion Window. You can choose between 30/60/90 days. _(30 Days is the default setting.)_ Review other affiliate-related docs: - [Affiliate Commission Payouts](https://university.spiffy.co/affiliates/affiliate-commission-payouts.md) - [Affiliate Registration](https://university.spiffy.co/affiliates/affiliate-registration.md) - [Affiliate Portal](https://university.spiffy.co/affiliates/affiliate-portal.md)