How do I add affiliates and approve their signups?

Add an affiliate yourself with Add affiliate in Affiliates, or let people sign up on your affiliate dashboard page. By default, a person who signs up waits in Pending until you approve them.

Add an affiliate yourself

1. Open Affiliates in Simple Affiliate.
2. Click Add affiliate.
3. Enter the First name, Last name, and Email. The other fields, such as Phone number and the payment details, are optional.
4. Choose the Group of the affiliate. The group sets the commission, and the default group is selected first.
5. Check or clear Send welcome email to your affiliate now. The box starts checked when the affiliate welcome email is on in your email settings.
6. Click Save.

The affiliate is active at once. Simple Affiliate uses the Shopify customer with that email, or creates one, so the affiliate signs in with that customer account. To add many affiliates at once, see Can I migrate an existing affiliate program?

On Starter, the program has a limit of 10 affiliates, and pending and suspended affiliates count. At the limit, Add affiliate and Import affiliates are off, and new signups are refused, until you upgrade to Basic or above.

Let people sign up

People sign up on your affiliate dashboard page, /pages/affiliate unless you change the address in Settings > Dashboard. Share that link, or add it to your store menu. To send people to one group, open the group in Groups and copy its Invite link under Direct group invite. Save a new group first. On new customer accounts, the invite link needs Pro or Premium and a custom signup form, and Invite only turns it off. How affiliates sign in is in How do affiliates sign in?

Choose what happens after a signup in Settings > Signup, under Affiliate approval:

• Manual approval (the default): new affiliates are pending until you approve them.
• Automatic approval: new affiliates are active as soon as they sign up.
• Invite only: nobody can sign up, and you add each affiliate yourself.

The signup fields are in the same tab, under Affiliate signup options.

Approve pending affiliates

1. Open Affiliates.
2. Select the Pending tab.
3. Select the affiliates.
4. Click Approve.
5. Clear Send affiliate welcome email if you don't want to send the welcome email.
6. Click Confirm.

Simple Affiliate has a daily limit on affiliate emails. At the limit, add or approve affiliates without the welcome email, or try again later.

Reject a pending affiliate

1. Open the affiliate from the Pending tab.
2. Click Reject.
3. Check Send affiliate suspension email if you want to tell the affiliate. The box starts cleared.
4. Click Confirm.

A rejected affiliate is suspended. To reject several at once, select them in Affiliates and click Suspend.