This is especially important for new affiliate programs that are still trying to recruit partners. Your onboarding process should set out clear expectations for each new affiliate, and provide them with all the tools they need to be successful. That way they know exactly what they’re signing up for and how to get started. Having a checklist helps you cover the essential details and reduces the chances of any misunderstandings between you and your affiliate program participants. It ensures that you cover crucial details that help your affiliate partners get up and running quickly.

Before you approach any partners, it would be best to make sure that you have everything in place to move forward. Test your integration and set up your program details ready to present to your partner, such as cookie time and payout methods. Have your Terms of Service agreement ready and your marketing materials ready to be uploaded as your partner needs them. Set up your email triggers and welcome messages and create a sign-up page on your site for affiliates to find you. Recruiting new partners is not easy, and success rarely comes from quantity alone when it comes to affiliate marketing. Rather, the success of your affiliate program is built atop the quality of affiliates you enter into relationships with.

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. To make the most of your affiliate relationship, make communicating easy. Set up communication channels so affiliates know exactly who and where to contact your business for anything affiliate related. By making sure new affiliates have what they need to succeed, you’re also improving your own odds of attracting new customers and boosting your revenue.

Best Affiliate Onboarding Email Templates & Examples

Ultimately, communication is important when it comes to orienting recruits. A solid welcome message is not only easy to create, but can direct recruits to further resources they may need. Without the right support, your new partners could quickly become overwhelmed. Again, it’s never a one-time process but the ongoing assistance that you provide will throughout the entire program.

affiliate onboarding success methods

The bottom line is that you want to set up your onboarding process to make your affiliates feel like they are a part of something – like they just joined a cool club and they’re warmly welcomed. What your affiliate onboarding should aim to do is cut the learning curve so your affiliates get that feeling of making sales more quickly. Luckily, if there’s anyone who’s an expert at selling your product it’s you, so you’ll have lots of helpful information to share. Onboarding doesn’t end once your new employees have filled out their paperwork, met the team and completed training. It’s an ongoing process that requires weekly, monthly or quarterly check-ins. These check-ins serve as an opportunity to sit down with them to ensure they’re comfortable and happy.

Involve Team Members in the Process

As well as this, asking for sample content up-front (ideally this will be a custom-crafted guest post or something similar) is a great way to weed out all of the non-serious applicants. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. You can’t expect people to understand what you want from them if you make your terms and conditions incredibly complicated though. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. You can compose the email in an email client, such as Gmail or Outlook, and manually enter the email addresses of each affiliate.

affiliate onboarding success methods

The business plan is the road map for your partnership, says Ayesha Prakash, Vice President of Global Channels & Alliances for KELA, an award-winning Dark Net threat intelligence provider. “Sticking to the plan and tracking progress and being consistent” are key, Prakash says. That’s why it’s important for your affiliate program to prepare recruits.

Affiliate Onboarding: 5 Features To Streamline Affiliate Onboarding

Once you turn your affiliate sign-up page into a professional-looking, highly optimized sales asset, you’re going to see more affiliate applications come in. You’re trying to sell your affiliate program and to do that, you need a highly optimized landing page (sign-up page). If you’re going to give yourself the best chance of recruiting skillful affiliates, then you need the right software. Here are 13 tactics to help you recruit affiliates who will make a difference for your program. The good news is, with a little skill, and the right tactics, you can recruit affiliates who will set you apart from the competition. Tell them what cookie length you’re looking at, referring to the amount of time between the last click and the conversation.

But whether your process is short and sweet or lengthy and complex, below are several ways to measure onboarding effectiveness. Janet Schijns, CEO of channel consulting firm JS Group, reminds vendors that partner acquisition isn’t a numbers game. Also, look to break up text with media, such as screenshots, infographics, and videos. You can also organize content in a resource hub on your website to centralize your materials. Of course, building up a series of guidelines is an on-going process, and it can be a lot of information for partners to digest at once.

One problem every affiliate program manager faces is how to recruit affiliates who are motivated, engaged, and successful. Your partners can then share your materials directly or incorporate them into their regular content. Announce and promote your new affiliate partnership across your own social media and email channels.

While affiliate onboarding can be an exciting time, it can also be stressful. You are, after all, making an important business decision based on trust and your belief in what your new promotional products organization can offer you. You might worry about orders falling through the cracks, new processes that you have to follow, what the actual support you’ll receive looks like, and so on.

Ready to Move Past Recruitment? 9 Partner Onboarding Best Practices to Set Partners Up for Success

This could result in your new recruit not settling down or fulfilling the goals that they had set for themselves when they joined. At the end of the day, it is you who is in full control of the program, so make sure to make the most out of these affiliate onboarding tips using Affiliate for WooCommerce. This step might demand you to go a little extra mile for your affiliates but take our word, it’s worth it. Make sure this material is accessible to all of your affiliates easily on their dashboard.

However, they have much fewer steps and requirements than true employees. Because of this, there are opportunities to make the process more efficient and less cumbersome. Specifically, the affiliate would not need to show any employment eligibility documents or attend an in person or live video appointments (often a very time-intensive and resource-heavy step). Without this requirement, there is possibly an unnecessary handoff to the BRS HR Central Onboarding team to complete this work.

This step involves several important details that are important to affiliate onboarding. Ask for feedback from affiliates to further improve your onboarding process. Remember, not all of your affiliates may be familiar with industry-specific terms.

Supplement Commission with Non-Monetary Rewards

You could give them a copy of your product, a free trial, a demo, or a branded t-shirt, for example. This not only helps to make sure they really understand the product they are promoting; it also helps to establish a good rapport. How you onboard affiliates set the tone for your ongoing relationship with them. Kelly is an SMB Editor specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an editor and strategist covering small business marketing content. She is a former Google Tech Entrepreneur and she holds an MSc in International Marketing from Edinburgh Napier University.

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To the best of our knowledge, all content is accurate as of the date posted, though offers contained herein may no longer be available. The opinions expressed are the author’s alone and have not been provided, approved, or otherwise endorsed by our partners. The five Cs of employee onboarding can make new hires feel welcome, valued and comfortable at their new jobs.

Some partners would rather attend live scheduled training, while others prefer to watch video tutorials or read product guides in your learning management system on their own time. Still, others are inclined to scour your partner portal and website for informative sales and channel marketing collateral. Channel partner onboarding is a multistep process to initiate and integrate new partners into your company’s partner program. Any major hiccups in this process can compromise your future with a new partner and send them into the welcoming arms of a competitor. You need to make sure your new partners get a top user experience from day one, and the way to do this is with affiliate onboarding. Affiliate marketing truly is a partnership, and the only way to make sure it’s win-win is by sharing knowledge and making the most of each other’s skills.

UpPromote Dashboard, there is a section right below where you can chat with your affiliates, communicating with them is much more convenient when you expect to exchange information fast. You may also create customized email triggers with different messages and set them up for various events. Although the welcome message can contain all the essential information, there is probably still a lot you can inform affiliates to get them rolling. Additionally, this is a perfect opportunity to let affiliates choose whether or not they want to meet you individually. Learn about the latest developments in the industry and Trackier’s tools. Fast pace your growth in the industry with our tailored attribution solutions.

Express your appreciation for the affiliate joining your program and confirm their acceptance into the program. Walking newbies into their first transactions also allows you to identify and correct any faults with their sales tactics, resulting in more extraordinary future results. While it may take time to have this interactive, the early energy might pay off in the long run.