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Getting Started
Elements
Styling & Customization
Flows
Checkout Settings
Automation
Subscriptions
Order Management
Reporting & Analytics
Customer Portal
Affiliates
Integrations
FAQ

Intro to Affiliates

Spiffy makes it extremely easy to run your entire affiliate program. Everything from affiliate registration, to commission tracking, to organizing payouts, and an Affiliate Portal where your affiliates can access their unique tracking links and performance dashboard.

Table of Contents

Create Your Affiliate Program

From your Spiffy Dashboard go to Sales > Affiliates > Create New Affiliate Program.

Once you give your New Affiliate Program a name, you can input your standard commissions, and select Add New.

Now you’re ready to:

  • Add Checkouts
  • Add Subscription Plans
  • Create Links
  • Add Affiliates

Add Checkouts

In order for commissions to be generated, there are a couple of steps that you will need to take.

  1. Assign Checkouts to your Affiliate Program
  2. Set individual checkout items as Commissionable from within the Checkouts editor.

Marking individual items as commissionable includes any/all single pay items/options at checkout:

  • Offers
  • Options 
  • Add-Ons
  • Upsells

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 upsells in the Flow.

Add Subscriptions

If any of the Checkouts you add to the program contain Subscriptions, you must also add the Subscription Plans directly to the Affiliate Program too.

Important: To track commissions on sales of subscriptions, BOTH the Checkout AND the Subscription Plan must be assigned to the Affiliate Program.

Learn more about Affiliate Program Setup.

Commission Percentages & Overrides

When creating a Program, you will set default commissions for all Checkouts and Subscriptions added to the program. Once you add Checkouts and Subscriptions, you can click on an individual Checkout or Subscription and create an override commission rate exclusive to that Checkout or Subscription.

Pro Tip: This can especially come in handy for Subscriptions, as you may want to pay out different rates / number of payments for Monthly vs. Annual Subscriptions that are purchased by referrals.

Learn more about Affiliate Commission Payouts.

Add Affiliates to Your Program

If you have a default affiliate program set, you can automatically register and add new affiliates to your Affiliate Program by directing affiliates to signup for your program with the Affiliate Registration form.
Learn more about Affiliate Registration.

Affiliates can also be manually added to programs.

You can setup tracking links that your affiliates can access through the Affiliate Portal. Your affiliates can login and obtain any links you have set to Show in Portal for any Affiliate Program they are assigned to.

If you choose not to show a link within the Affiliate Portal, you will need to send this link to your Affiliate directly for access. You can find more information for links on the Affiliate Program Setup.

Paying Affiliates

When the time comes to pay your affiliates, you can retrieve and export commission data for your affiliates from Spiffy. This report shows you how much you need to pay each of your affiliates. 

Payment will be done in another system (ex: PayPal). Once payment is completed, you can mark your each of your affiliates as PAID in Spiffy!

Spiffy does not process any commission payout transactions.  All commission payments must be processed in your third party payment system (ex: PayPal, Venmo, Check, Zelle, etc).  Spiffy will provide the commission payout reporting and enable you to mark commissions as Paid in Spiffy once you have sent payment via your 3rd party payment provider.

Make sure to check out more details and Pro Tips for the