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The Ultimate Guide to Affiliate Onboarding: Strategies for a Smooth Experience


A positive onboarding experience confirms to your partners that they made the right choice. It also, ultimately, helps you retain them.

Affiliate onboarding is the first step in building a positive affiliate relationship. This is not only about the success of some individual affiliates but also about the success of your overall affiliate program.

Effective affiliate onboarding can help empower new affiliates and retain high-quality affiliates. Thus your brand will get the most out of affiliate-driven promotions.

Here is our complete guide for successfully onboarding affiliates.

What is affiliate onboarding?

Affiliate onboarding is the process of getting new affiliates acquainted and comfortable with your program and prepared to start promoting your products and services. It involves association, non-stop guidance, and support till they come up with their first successful conversions.

How you onboard affiliates set the tone for your ongoing relationship with them. 

#1 Affiliate program checklist

You can’t completely avoid misunderstandings when onboarding your affiliates, but explaining the crucial details and requirements will help to prevent most of them. First, you need to ensure there are certain settings completed in your dashboard before affiliates join your affiliate program. What are those?

Our checklist includes:

  • Setting your payment method and payout
  • Terms of the program and your company policy
  • Setup up your email sending capabilities
  • Run a test to ensure your integration is attributing activities correctly
  • Make it clear whom affiliates can contact with questions and problems

#2: Set up channels for regular communication

Make communication as easy as possible.

Set up communication channels so affiliates know exactly who and where to contact your business for anything affiliate-related. Provide affiliates with an email they can send all affiliate-related questions and inquiries to. This could be a dedicated email address for your affiliate program or the email address of your affiliate manager or team members overseeing your program. Also, consider other communication channels such as online groups or forums. 

#3 Personalize the process

You can deal with affiliates with different levels of experience. That's why you should take into consideration the skills, abilities, and needs of each affiliate. When a new partner feels valued as an individual, and the program is personally tailored to his/her needs by giving all the information and tools they need straight away, it helps them become productive faster.  

#4 Provide affiliates with various marketing materials

Having marketing materials available for affiliates right at the start allows affiliates to start promoting the products right away. We at CPARK develop our own pre-landers and creatives for newbie affiliates and publishers. 

#5 Think about work incentives and bonuses

Bonuses - especially those available for a limited time – are an excellent way to give you an edge. It can help to prioritize promoting your product or services over other offerings.

Start onboarding your affiliates today

Despite often being overlooked, affiliate onboarding is key to successful affiliate promotions. To create a positive onboarding experience, take time to prepare affiliate communications and resources which will ultimately help in the long run.

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