How-to Guides and Videos
Practical articles and videos to help you master Simple Affiliate
- How to Set Up Referral Confirmation EmailsConnect your domain, turn on the Referral confirmation email, and edit its template with shortcodes so affiliates know each time a referral is credited.
- How to Set Up Linked Stores (Pro plan)Link a main store to your other Shopify stores, map groups, copy affiliates and read the sync status.
- How to Style Your Custom Affiliate Signup Form (Pro plan)Match the affiliate signup form to your theme with block settings, inherited theme classes, and scoped CSS.
- How to Set Up a Custom Affiliate Signup Form (Pro plan)Find the installed affiliate signup page, customize its block, and turn on the custom signup form in Simple Affiliate.
- How to Send Affiliate Emails from a Custom DomainConnect a sender address on your domain, add the four DNS records Simple Affiliate shows, and send affiliate emails from your brand instead of noreply@simple...
- Reporting & Analytics in Simple AffiliateReview Overview and Sales in Analytics, including each report, setting, and KPI card, plus how to export affiliate data.
- How to export affiliate dataDownload a CSV of affiliate sales, referrals, and commission from the Sales report in Analytics.
- How to set collection-specific commissions (Pro plan)Set unique percentage commission rates for entire Shopify collections.
- How to set product-specific commissions (Pro plan)Set unique percentage commission rates for specific products and variants.
- How to Connect PayPal PayoutsConnecting your PayPal Business account allows you to send commission payouts directly to your affiliates from your PayPal balance. You send each payout your...
- How to set up single-use discount codes (Pro plan)Stop discount code leakage by issuing a unique code when a customer clicks an affiliate's referral link.
- How to Set Up Manual Payments (Premium plan)Learn how to collect banking or email details to issue manual affiliate payouts outside the app (Premium plan only).
- How to Enable Store Credit PayoutsLearn how to enable and manage Shopify store credit payouts so your partners can earn and redeem credit directly on your store.
- Setting up automated group tiers with Flows (Premium plan)Create automated promotion tiers to reward high-performing affiliates without any extra effort from you.
- How to enable the Simple Affiliate trackerThe Simple Affiliate tracker is required to run your affiliate program on your store. Turn it on in your theme's App embeds and save.
- How to add the Affiliate Dashboard extensionInstall the Affiliate Dashboard extension for Shopify's new customer accounts.
- Customizing UTM Parameters for Referral LinksLearn how to use custom UTM parameters to gain deeper insights into your referral trac
- How to Set Up Permanent Customer Connection (Pro plan)Comprehensive overview of the Permanent Customer Connection feature
- How to set up the Klaviyo IntegrationSync real-time data directly into your Klaviyo account and automatically trigger personalized emails.
- How to set up Product Attribution (Premium plan)This feature uses Shopify’s Admin Blocks, allowing you to manage your affiliate assignments directly on the product page.
- How to Set Up Autopay and Pay Your AffiliatesConnect a card or bank account to Autopay, set the monthly schedule, pay your affiliates and fix common errors.
- How to set different commission for new customers and recurring customersHow-to set different commission for new and recurring customers
- How to manually assign a referralThis guide explains how to manually create a referral and assign commission.
- How to manually reverse a referralThis guide explains how to cancel a specific referral and its associated commission.
- How to Suspend and Reactivate an AffiliateThis guide walks you through how to suspend and later reactivate your affiliates using both the bulk list and individual profile views.
- How to rename an affiliate's Discount Code (Pro plan)How-to Rename Discount Codes
- How to Move Affiliates between GroupsThis guide will walk you through the straightforward process of changing group assignments.
- How to Create Custom Links (Pro plan)
- How to view and export referralsThis guide explains how to view and export your performance data. Whether you need a detailed breakdown of Shopify orders to review specific line items or a ...
- How to prevent affiliates from using their own discount codesThis guide walks you through creating a "Non-Affiliate" segment in Shopify and linking it to your affiliate group’s discount rule.
- How to Set Up Autopay PayoutsLearn how to connect a credit card or bank account to automatically process affiliate payouts directly through Simple Affiliate.
- Auto-pay Overview & Processing FeesComprehensive overview of our Auto-pay system, designed to help you manage timely and efficient commission payouts to your affiliates.
- How to delete an affiliateThis guide explains how to permanently delete an affiliate from your program
- How can I customize and enhance the affiliate signup experience in Simple Affiliate? (Classic customer accounts)[Deprecated]Shopify's classic customer accounts only. Note: This feature has been deprecated, and merchants will be forced to migrate to their new customer account confi...
- How to manually create links and track referrals using the "Link ID" (sacode) URL parametersThis method allows you or your affiliate to append a special tracking parameter (?sacode=) to any URL from your store.
- How to change a link's default destination URLHow to change a referral link's destination URL.
- How to Email Affiliates (using Shopify, Klaviyo, Mailchimp, or other platforms)Learn how to use Shopify's email feature to send emails to your affiliates.