NOTE: You must be on the Shaker plan to use Affiliates. You can upgrade at any time. You're going to love this new marketing channel! 😄

Affiliates: a quick intro

Affiliates are a great way to incentivize your happy customers to become advocates for you and your products. 

When your affiliates refer new customers to you, you’ll be able to reward them with a percentage (or dollar amount) of each sale.

We’ll handle all of the calculations for you — all you need to do is click a button to pay them. It’s your choice if you want to pay them immediately after the referral, or wait 14 days, 30 days, etc.

Affiliate cookies last up to 15 days, so as long as a customer makes a purchase in that amount of time, it should track the affiliate.

Ready to set up your own affiliate program? Follow the steps below to get started.

Step 1: Turn on Affiliates

First, set the commission terms that you want to pay your affiliates for referring new customers to you. You can choose between a percentage or dollar amount.

Your customers can now become your affiliates. All they'll need to do is enter their PayPal email address to join.

Here's what that looks like for your affiliates:

Step 2: Tell customers about your Affiliate Program

We don't automatically notify your customers that you've turned on Affiliates, so you'll need to let them know. The best way to do that is by send your customers an email letting them know that they can now earn money by referring customers to you.

To direct your existing customers to sign up for your affiliate program using their PayPal email address, as well as obtain their unique affiliate links, you'll want to guide them to

Note: they must be logged into your site or enrolled in a product to join your affiliate program

Step 3: Pay customers on your terms

When a new sale comes in, you'll get an email with all of the details. At that point (or at some point or in the future, i.e. - 15 days, 30 days, etc), you can pay your affiliate with one-click, and mark the sale as "paid."

Your Affiliate will see on his/her Affiliate Dashboard that the money has been paid, and he/she will get an email notification from PayPal.

Note: if you prefer to use another payment gateway or to pay via Stripe, you'll need to do that externally. Should you choose to do this, you can mark the affiliate as "paid" in the Affiliates dashboard once the transaction is complete.

NOTE: In order for the affiliate purchase to be tracked, they must use the specific affiliate link within 15 days. Otherwise, the cookie is not tracked for the purchase; we cannot retroactively credit a specific affiliate at this time.

How do payments work for recurring subscriptions (like Memberships and Payment Plans)?

Unlike one-time sales, Membership Subscribers pay you monthly or annually for access to your Membership. 

And customers who purchase your course or download with a payment plan also make multiple payments.

As is standard practice in the industry, your affiliates get credit for every payment their referred customer makes. 

For example, if a referred member signs up for a $10/month plan and you have your affiliate commission to 30%, your referring affiliate will earn $3 for the first payment, and $3 a month for every subsequent month that the member remains subscribed.

Or if a referred course customer purchases a payment plan with 3 payments of $99, your affiliate will earn $33 each time the customer's payment is processed.

Yes, this is possible, but requires some communication between you and your affiliates. Please note, the links below are just examples and not live links.

If you have an affiliate link like:

and a product link with a coupon like

then you can combine them into

In this example, xtop1 is the affiliate code and the coupon is HALF

NOTE: This only works with direct-to-product links not to the site. i.e, will not work.

Can I email my affiliates!

You can! Right now, you can send a one off newsletter (just be sure to choose the "Affiliates" list).

And that's all there is to it! If you still have questions, feel free to email us at [email protected] for help.

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