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5 Key Strategies for an Effective Affiliate Onboarding


This is a huge sign that you’re invested in the relationship and a great opportunity to collaborate with your affiliate during onboarding. 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. In simple words, getting a new affiliate is like planting a seed for growth in the future.

Whatever the market conditions or current trends, you will always find Awesome Motive leading the way to help our customers gain competitive business advantage and stay ahead of the curve. Your software and your affiliate onboarding will be a big part of that journey, but when you get it right, it opens up ample opportunities. To do this you’ve got to start with the right platform, and that’s what AffiliateWP provides you with. We love WPForms’ conversational forms for this because they don’t bombard people with too many questions all in one go.

Onboarding Strategy #3: Affiliate bonuses

On 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. Give affiliates an email address to which they may submit all affiliate-related queries and inquiries. Using primary language guarantees that all of your partners understand the directions and what is required.

affiliate onboarding

This information can be shared on your affiliate signup page, and/or in affiliate communications like a welcome email or getting started guide. Regardless of where you share it, it’s important that these details are clearly conveyed to affiliates right away. Initially you can do this yourself, but as the number of affiliates in your program grows, you can also set up a mentorship system so experienced partners can help new members get started. This both frees up time for you and fosters a sense of community among your team. A comfortable onboarding also helps build goodwill and a strong relationship. Additionally, a positive experience encourages them to stick around and promote your program to others.

Getting started newsletter

This means less time spent dealing with repetitive questions or issues, freeing you up to focus on building your business. For starters, they empower affiliates to begin advertising the items immediately. Second, content marketing with your company’s logo, colours, typeface, or brand pictures will be instantly identifiable, fostering consistency across affiliates’ followers.

Identify the questions that you get asked repeatedly and put them into your guide. If you’re new to affiliate marketing, you can find lots of relevant questions with a quick Google search. Try thinking about what you would want to know if you were an affiliate. Once they’ve signed up, give affiliates instant access to this guide via a range of tools, including virtual fax and email downloadables.

Offer training and webinars: interactive learning

This could be a required step in your onboarding process or given as an option for those affiliates looking to have a more in-depth conversation. Remember, not all of your affiliates may be familiar with industry-specific terms. It also helps ensure that everyone is on the same page about your program, products, and expectations. One of the most important things you can do in your onboarding process (and any communication with affiliates) is stick to plain language. Creating a truly effective onboarding process isn’t difficult, but it does require some thoughtful consideration of the needs of your affiliates. Finally, an informative and thorough onboarding process minimizes confusion and potential conflicts.

affiliate onboarding

If an affiliate has a particularly complex issue, you can even jump on a video call with them. Affiliate onboarding is about creating a connection, sharing knowledge, and highlighting the features of your program that will help your affiliates make sales. Welcoming your affiliates with a friendly greeting, a gift, or exclusive access to resources can set a positive tone for the relationship. Consider introducing them to online community spaces like Facebook groups or Slack teams, where they can connect with other affiliates.

Affiliate Onboarding: 5 Features To Streamline Affiliate Onboarding

In the long term, being straightforward and fair will benefit all parties. Promoting your new affiliates highlights the benefits of being an affiliate in order to attract more interest. Right now, your priority for onboarding the new affiliate is to make sure they have everything they need to perform their responsibilities to the best of their ability. Make sure you tell the new affiliate what they need to do to identify as one of your affiliates. Then, ensure you have sent off and received back a signed copy of this document before proceeding. Biztree has a great template to use for getting started with drafting your contract if you don’t already have a standard document on hand.

affiliate onboarding

You can save yourself a lot of time (and frustration) by anticipating these inquiries and providing the answers upfront. While frustrating, the work is foundational to ensuring new suppliers comply with relevant laws, regulations, and corporate standards. Supplier onboarding — the process of collecting the information and affiliate onboarding data required to set up an organization as an approved supplier — is essential to do, but no one likes to do it. It is not uncommon for it to take a month to onboard a new supplier and can take up to six months at many large organizations. Onboarding new suppliers has long been a time-consuming and expensive process.

Explain program benefits: show them what’s in it

TYS has reduced the average supplier onboarding time to under a business week, an impressive average reduction of 67%. Once on the network, suppliers can be onboarded with additional companies almost instantly. Quicker supplier onboarding means not having to wait to start work after a deal is sold. And because suppliers manage and control their data only on the network, it eliminates the administrative burden of having to manage the same or similar data across multiple customers. The TYS platform enables buyers and their suppliers to opt into the network. Several digital solutions such as HICX and Supplier Gateway have emerged to help buying organizations solve the supplier onboarding problem.

  • As we’ve said throughout this article, affiliate onboarding is all about preparing affiliates for success.
  • And because suppliers manage and control their data only on the network, it eliminates the administrative burden of having to manage the same or similar data across multiple customers.
  • Supplier onboarding — the process of collecting the information and data required to set up an organization as an approved supplier — is essential to do, but no one likes to do it.
  • Make it simple to communicate with your affiliates if you want to get the most out of your partnership.
  • These contents above may be used on your affiliate registration website and in affiliate communications such as a welcome email or getting started guide.

You’ve started your affiliate program and gathered people who will work as your new affiliates. While researching, learn as much as possible about your affiliate’s business model and use this to personalize the onboarding process. With time, you’ll find different ways to segment your affiliates to give them the best possible affiliate onboarding. What your affiliate onboarding should aim to do is cut the learning curve so your affiliates get that feeling of making sales more quickly.

Create Incentives for Initial Sales

Below are just a couple of our Affiliates and what they had to say about joining our organization. If you’re ready to experience the iPROMOTEu difference as these Affiliates have, we’re ready to put you on the path toward the career and lifestyle you’ve been looking for. Since we don’t require such restrictive documentation, the process is exceedingly swift. The last thing you need when you’re onboarding with a new promotional products organization is to get bogged down with extensive paperwork and a lengthy task list. You have customer orders to manage, marketing to launch, prospects to meet with, and of course, a business to run.

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