# Getting started ### 🚀 Overview Jaka is an all-in-one marketing app that helps Shopify merchants grow their store through **Affiliate marketing** and **Referral marketing**. With Jaka, you can: * Partner with affiliates to promote your products * Encourage customers to refer friends * Reward both affiliates and customers automatically * Track sales, commissions, and referrals in one place Whether you want to scale with creators or grow through word-of-mouth, Jaka gives you the tools to do both. *** ### 🌟 2 options to grow with Jaka Jaka provides two different programs, designed for different growth strategies. #### 1️⃣ Affiliate Program The **Affiliate Program** allows you to work with affiliates such as: * Content creators * Influencers * Bloggers * Marketing partners Affiliates promote your products using unique referral links and earn commissions when they generate sales. **Best for:** * Scaling marketing reach * Working with professional partners * Performance-based growth *** #### 2️⃣ Referral Program The **Referral Program** allows your existing customers to invite friends to your store. Customers share referral links with friends.\ When friends make a purchase, both the customer and the friend receive rewards. **Best for:** * Word-of-mouth growth * Increasing customer loyalty * Turning customers into advocates *** ### 🔑 Key Features #### Affiliate Program Features * Create and manage affiliate campaigns * Flexible commission rules (percentage or fixed amount) * Product-specific and tiered commissions * Affiliate portal for partners * Automatic tracking and payouts *** #### Referral Program Features * Referral widget for customers (advocates) * Referral popup for friends * Post-purchase referral blocks * Custom referral rewards * Automatic referral tracking *** ### 🛠️ Quick Start Steps Follow these steps to get started quickly with Jaka. *** #### Step 1: Install Jaka Install [**Jaka Affiliate Marketing**](https://apps.shopify.com/affiliate-marketing-app) from the Shopify App Store Open the app from your Shopify admin *** #### Step 2: Choose Your Program Decide how you want to grow your store: * Use **Affiliate Program** to work with partners * Use **Referral Program** to reward customers * Or use both together *** #### Step 3: Set Up Your Program **For Affiliate Program** 1. Create an affiliate campaign 2. Set commission rules 3. Invite or approve affiliates 4. Share affiliate portal pages **For Referral Program** 1. Enable the referral program 2. Set rewards for customers and friends 3. Enable referral widgets and popups 4. Customize text and design *** #### Step 4: Launch and Track * Affiliates start promoting your store * Customers share referral links * Jaka tracks all sales and referrals automatically * Review performance in the dashboard *** ### 📚 Additional Resources * [Affiliate Program Overview](https://docs.jaka.app/shopify/jaka-affiliate-overview/general-steps-to-set-up-campaign) * [Referral Program Overview](https://docs.jaka.app/shopify/referral-program/referral-overview) * [Referral vs Affiliate Marketing](https://docs.jaka.app/shopify/referral-program/faqs/referral-vs-affiliate-marketing-what-is-the-difference) * Contact support team via email *** # Page 1 # Affiliate Marketing Basics Affiliate marketing is a performance-based marketing model where businesses partner with third parties (called affiliates) to promote their products or services. Affiliates earn a **commission** when their promotional efforts lead to a successful action, most commonly a sale. Instead of paying upfront for advertising, businesses reward affiliates only when measurable results are achieved. This makes affiliate marketing a cost-efficient and scalable growth strategy for online stores. Affiliate marketing is widely used by ecommerce brands and digital services to expand their reach through content creators, influencers, bloggers, and partners. *** ### ℹ️ What Is Affiliate Marketing? In affiliate marketing, a business creates an affiliate program and allows affiliates to promote its products using unique tracking links. When a customer clicks an affiliate link and completes a purchase, the affiliate responsible for the referral receives a commission based on predefined rules. Affiliate marketing creates a win–win relationship: * Businesses gain more sales and exposure * Affiliates earn revenue by promoting products they trust * Customers discover products through trusted recommendations Because commissions are paid only after conversions occur, affiliate marketing minimizes risk compared to traditional advertising. *** ### ✅ How Affiliate Marketing Works Affiliate marketing typically follows a structured process: #### 1. Program creation The business defines: * Commission rates (percentage or fixed amount) * Eligible products or collections * Tracking duration (cookie lifetime) * Approval rules for affiliates *** #### 2. Affiliate promotion Affiliates receive unique referral links and promote products through: * Blogs and review websites * Social media platforms * Email newsletters * Video and content platforms Each link contains tracking information that identifies the affiliate. *** #### 3. Tracking and attribution When a customer clicks an affiliate link: * A tracking cookie or identifier is stored * The system attributes future purchases to the affiliate within the tracking period This ensures commissions are assigned accurately, even if the purchase is not immediate. *** #### 4. Conversion and commission Once a customer completes a purchase: * The sale is recorded * A commission is calculated based on the program’s rules * The commission remains pending until approved *** #### 5. Payout After approval: * Affiliates are paid according to the payout schedule * Payments can be issued manually or automatically, depending on the program setup *** ### 🎯 Why Businesses Use Affiliate Marketing Affiliate marketing is popular because it: * Reduces upfront marketing costs * Scales through partner networks * Expands brand reach organically * Aligns marketing spend with real performance When managed correctly, affiliate marketing becomes a long-term channel that drives consistent and high-quality traffic. *** #### 📧 **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Essential Affiliate Marketing terms Here are the most important terms you should know: This guide explains the most important terms you’ll encounter when using affiliate marketing. Understanding these terms will help you set up, manage, and grow your affiliate program with confidence. ### 🧩 Affiliate Marketing **Affiliate marketing** is a performance-based marketing model where businesses reward partners for promoting their products or services. Affiliates earn commissions only when their promotion leads to a successful result, such as a sale, signup, or subscription. This makes affiliate marketing a low-risk and results-driven growth strategy. *** ### 🧩 Affiliate An **affiliate** is an individual or organization that promotes a merchant’s products or services in exchange for a commission. Affiliates are often: * Content creators or influencers * Bloggers or website owners * Media buyers * Marketing partners Affiliates may also be referred to as partners, publishers, or external marketers. *** ### 🧩 Affiliate Program An **affiliate program** is the system a merchant creates to manage affiliates, commissions, and tracking. In an affiliate program, the merchant defines: * Commission rates * Eligible products * Tracking rules * Approval and payout conditions Affiliates join the program and promote products based on these rules. *** ### 🧩 Affiliate Link An **affiliate link** is a unique tracking link generated automatically by the app when an affiliate joins a campaign. Affiliates use this link to promote the store.\ Any order placed through the link is tracked and attributed to the affiliate. *** ### 🧩 Affiliate Order (Referral Order) An **affiliate order** (also called a referral order) is an order placed by a customer who clicked an affiliate link before purchasing. These orders are used to: * Calculate commissions * Track affiliate performance * Approve payouts *** ### 🧩 Commission A **commission** is the reward paid to an affiliate for generating a successful result. Commissions can be: * A percentage of the sale * A fixed amount per order * Based on specific rules or conditions Affiliate marketing commissions are always **performance-based**. *** ### 🧩 Affiliate Network (Multi-level Marketing) An **affiliate network** (or multi-level marketing) allows affiliates to invite other affiliates into the program. In this model: * An affiliate can earn commissions from their own sales * They may also earn additional commissions when affiliates they invited generate sales This helps expand the affiliate program organically. *** ### 🧩 Creatives **Creatives** are brand assets provided to affiliates to help them promote products effectively. Common creatives include: * Banners and images * Text links * Promotional content Providing creatives ensures consistent branding and makes promotion easier for affiliates. *** ### 🧩 Landing Page A **landing page** is a webpage where affiliates send traffic. Landing pages are designed to: * Present products clearly * Encourage conversions * Improve affiliate performance Affiliate links typically direct customers to a landing page or product page. *** #### 📧 **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Pros and cons of affiliate marketing Affiliate marketing can be a powerful growth channel, but like any marketing strategy, it has both advantages and disadvantages. This guide helps you understand when affiliate marketing works well and what to watch out for. *** ### ✅ Pros of Affiliate Marketing Affiliate marketing offers several benefits for online businesses. #### Pay Only for Results You only pay commissions when affiliates generate real sales or actions.\ There are no upfront advertising costs. *** #### Scalable Growth You can work with multiple affiliates at the same time, allowing your marketing reach to grow without increasing internal workload. *** #### Low Marketing Risk Since commissions are performance-based, affiliate marketing has lower risk compared to traditional advertising. *** #### Reach New Audiences Affiliates promote your products to their own audiences, helping you reach new customers you might not access otherwise. *** #### Easy to Track Performance Affiliate marketing platforms track clicks, sales, and commissions automatically, making performance easy to measure. *** ### ⚠️ Cons of Affiliate Marketing While affiliate marketing has many benefits, there are also some challenges to consider. #### Takes Time to See Results Affiliate programs often need time to recruit affiliates and build momentum before generating consistent sales. *** #### Requires Affiliate Management You may need to review applications, approve affiliates, and monitor activity to maintain quality. *** #### Less Control Over Promotion Affiliates promote your products in their own way, which may not always match your brand voice if not properly guided. *** #### Commission Costs While commissions are paid only on results, they still reduce profit margins and should be planned carefully. *** ### 📌 Is Affiliate Marketing Right for You? Affiliate marketing works best if you: * Want performance-based growth * Are comfortable working with partners * Have clear commission rules and guidelines With the right setup and management, affiliate marketing can be a sustainable and cost-effective growth channel. *** #### 📧 **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # How an Affiliate Campaign Works This guide explains how an affiliate campaign works from start to finish in Jaka — from creating a campaign to paying affiliates. ### ℹ️ What Is an Affiliate Campaign? An **affiliate campaign** defines: * Which products affiliates can promote * How commissions are calculated * How sales are tracked and rewarded *** ### 🔄 Flow Here’s how everything works together: 1. You create an affiliate campaign 2. Affiliates join your program 3. Affiliates share referral links 4. Customers make purchases 5. Sales are tracked automatically 6. Commissions are calculated 7. You approve and pay affiliates *** ### [⚙️ Step 1: Create a Campaign (Merchant)](https://docs.jaka.app/shopify/campaign-setup/create-a-campaign) You start by creating an affiliate campaign in Jaka. In this step, you define: * Campaign name * Eligible products or collections * Commission rules (percentage or fixed amount) This determines what affiliates promote and how they earn.
**Note**: Activate app embed on the theme To make the app function work on the site, you need to activate the app in theme editor. [Learn more](https://docs.jaka.app/shopify/jaka-affiliate-marketing-app/activate-app-embed-on-the-theme)
*** ### [👥 Step 2: Affiliates Join Your Program](https://docs.jaka.app/shopify/affiliate-managment/create-affiliate/affiliate-registration) Affiliates can join your program by: * Applying through your affiliate signup page * Being created manually by you Once approved, affiliates get access to the **Affiliate Portal**.
*** ### [🔗 Step 3: Affiliates Share Referral Links](https://docs.jaka.app/shopify/affiliate-managment/manage-affiliates/edit-affiliate-referral-link) Inside the Affiliate Portal, affiliates: * Get unique referral links * Choose products to promote * Share links on social media, blogs, or ads Each link is unique and used for tracking.
*** ### 🛒 Step 4: Customers Make a Purchase When a customer: * Clicks an affiliate link * Visits your store * Completes a purchase The system records this as an affiliate order.
*** ### 📊 Step 5: Tracking & Commission Calculation Jaka automatically: * Tracks the referral using cookies * Attributes the sale to the correct affiliate * Calculates commission based on campaign rules
*** ### 💰 Step 6: Approve & Pay Affiliates After sales are recorded: * You review affiliate sales * Approve commissions * Pay affiliates based on your payout process You stay in full control of approvals and payments.
*** ### 🧩 Where Affiliates Manage Their Activity Affiliates use the **Affiliate Portal** to: * Track their sales and commissions * View payout status * Access creatives and referral links This reduces support work for merchants. *** ### 🚀 Next Steps * Create your first affiliate campaign * Invite or approve affiliates * Customize the affiliate portal * Set up payouts ### ▶️ Tutorial video {% embed url="" %} *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Enable App Embed The App Embed allows Jaka to run properly on your store by enabling tracking, widgets, and popups. If the app embed is not enabled, the commission is not tracked. ### ⚙️ **Steps to manage** 1 . Open the app **Dashboard**, click **Enable** button > it directs you to theme editor
2. Make sure the app embed of **Jaka Affiliate Marketing** in the theme editor is **ON** 3. Click **Save**
**Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Add Affiliate landing page ### ℹ️ What Is the Affiliate Landing Page? The affiliate landing page is a **separate page hosted by Jaka**, not inside your Shopify theme. Affiliates use this page to: * Sign up for your affiliate program * Log in to the affiliate portal * Access referral links and performance data Note: The affiliate landing page cannot be embedded inside your Shopify store pages. * It does not live under your Shopify domain * You cannot edit it using Shopify theme editor 👉 Jaka provides the affiliate landing page on a separate domain. *** ### ⚙️ Step to manage After creating a campaign, you can add the affiliate landing to the site to let visitors access the campaign and register/log in as affiliates. #### **Step 1 : Get the affiliate landing page** You can copy the link quickly in the app **Dashboard**.
#### **Step 2: Add landing page to menu on the online store** 1\. From Shopify admin page > click **Content** > click **Menus >** open **Main menu**
2. Click **Main menu** > **Add menu item**
3. Enter the name: “Affiliate Program” or “Become an Affiliate” 4. Paste the affiliate landing page URL
5\. Save the menu Then check the result on the online store.
*** ### ▶️ Tutorial video {% embed url="" %} **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Custom domain By default, Jaka hosts your affiliate landing page on a Jaka domain.\ If you want a more professional and branded experience, you can use **your own custom domain** instead. *** ### ℹ️ What Is a Custom Domain? A **custom domain** is a web address that uses your own brand, for example: * `affiliates.yourstore.com` * `partners.yourbrand.com` Instead of using a Jaka-provided URL, affiliates will access your program through **your branded domain**. #### Why Use a Custom Domain? Using a custom domain helps you: * Build trust with affiliates * Keep branding consistent * Look more professional * Make the affiliate page easier to recognize This step is optional but recommended for growing brands. #### Note: Before setting up a custom domain: * The affiliate landing page is still hosted by Jaka * You are only pointing your domain to Jaka * Basic DNS access is needed. If you’re not familiar with DNS, your domain provider can help. *** ### ⚙️ Steps to manage #### Step 1: Choose a Subdomain Decide which subdomain you want to use, such as: * `affiliates.yourstore.com` * `partners.yourstore.com` You cannot use the main domain (for example, `yourstore.com`).\ A subdomain is required. *** #### ⚙️ Step 2: Add Domain in Jaka 1. Open **Jaka Affiliate Marketing app > Settings > Branding** 2. In **Store domain** field, select **Custom Domain** 3. Enter your chosen subdomain 4. Click **Save**
*** #### ⚙️ Step 3: Add a CNAME Record in Your Domain Settings To activate your custom affiliate domain, you need to add a **CNAME record** in your domain provider’s DNS settings. This step tells your domain to point to Jaka’s system. * **What Is a CNAME Record? (Simple Explanation)** A **CNAME record** connects one domain name to another. In this case: * Your custom subdomain (for example: `affiliate.yourstore.com`) * Points to Jaka’s system (`jaka.app`) This allows your affiliate landing page to load correctly on your custom domain. Note: * Every domain provider looks different (GoDaddy, Namecheap, Cloudflare, etc.) * The names of fields may vary slightly *** * **CNAME Record Values** When adding a new DNS record, use the following values: * **Record type**: `CNAME` * **Host / Name**: `affiliate`\ (This creates `affiliate.yourdomain.com`) * **Points to / Target / Value**: `jaka.app` * **TTL**: `600` (or leave default) 👉 Do **not** include `http://` or `https://`
*** * **Where to Add This Record** 1. Log in to your domain provider 2. Open DNS Settings or Domain Management 3. Click **Add Record** or **Add DNS Record** 4. Choose **CNAME** 5. Fill in the values above 6. Save the record Your screen may look different, and that’s okay. *** ✅ Example (What a Correct Setup Looks Like) Once added, your DNS records may look like this: | Type | Host | Points to | TTL | | ----- | --------- | --------- | --- | | CNAME | affiliate | jaka.app | 600 | This means: * `affiliate.yourdomain.com` → Jaka Affiliate Landing Page *** * **Wait for DNS to Take Effect** After saving: * DNS updates may work in a few minutes * In some cases, it may take up to 24 hours This delay is normal and outside Jaka’s control. *** * **How to Check If the CNAME Is Working** You can verify your setup using a free tool: 👉 How to check: 1. Enter your full subdomain\ Example: `affiliate.yourdomain.com` 2. Click **CNAME Lookup** 3. Check the result ✅ If the result shows **`jaka.app`**, your setup is correct\ ❌ If not found, wait a bit and try again later
*** After that, please contact the support team Jaka app (at[ hi@tipo.io](mailto:hi@tipo.io)) or open chatbox in the app to let the technical team help you set up further and activate the custom domain. *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Create an Affiliate Campaign To start promoting your affiliate strategy, you need to have a campaign created in the app backend. Our system creates a default program for you with the commission type of Percent of Sales = 10%. You can edit that program or add a new program then set it as Default. Note: there must be at least one campaign and it must be chosen to be the default program. ## ⚙️ General Steps to Create a Campaign 1. Open the app -> click **Campaign** -> Click **Add campaign** button
2. Set Campaign **Name** & **Status** * **Campaign name**\ Used for internal reference (example: “Default Affiliate Program”) * **Status** * **Draft** – Campaign is not active * **Publish** – Affiliates can join and earn commission 💡 You can change the status anytime.
3. Set the **Default Commission** Choose how affiliates earn commission: * **Percent of sale** (e.g. 10%) * **Fixed amount** (e.g. $5 per order) Set the **cookie duration**, which defines how long referrals are tracked.
4. Enable the **Discount** functions and set discount amount (optional) Enable the discount function to offer a percentage or fixed amount off for affiliate-driven orders. You can apply it to specific collections and set usage limits. **Example:** * **Discount type:** Percentage * **Amount:** 10% * **Applies to:** "Winter Collection" * **Limit:** One use per customer This means affiliates can offer 10% off on selected products, and each customer can use it once. Let me know if you want help setting it up!
5. Click **Save** to create the campaign 6. Get the Affiliate registration link Each campaign has its own **affiliate registration link**. Share this link to: * Invite affiliates * Add to your website * Send via email or social media Affiliates who sign up through this link join the campaign automatically. Also, after creating a campaign, you can add the affiliate landing to the site to let visitors access the campaign and register/log in as affiliates. [Learn more](https://docs.jaka.app/shopify/getting-started-with-jaka/add-affiliate-landing-page#step-to-manage) *** ## **🧩** Explain Options & Rules (Commission Settings) ### 💰 Dedault commission Type & Amount Jaka offers three commission types. Choose the one that best fits how you want to reward affiliates.
#### Percent of Sale The affiliate earns a percentage of the order value. * Commission is calculated based on the product total * Shipping, tax, and extra fees are not included (unless you enable them) **Example:** * Order value: $100 * Commission rate: 10% * Affiliate commission: **$10** *** #### Flat Amount (Per Order) The affiliate earns a fixed amount for each order, no matter the order size. * Commission is paid once per order * Shipping and tax are not included (unless you enable them) **Example:** * Flat commission: $5 * Order value: $50 or $200 * Affiliate commission: **$5** *** #### Flat Rate per Item The affiliate earns a fixed amount for each product item sold. * Commission is calculated per unit * Shipping and tax are not included **Example:** * Flat rate per item: $3 * Quantity purchased: 4 items * Affiliate commission: **$12** *** ### 🍪 Cookie Duration Jaka Affiliate Marketing provides you with the option to set the cookie duration. Cookie duration defines how long a referral is valid. On the **Campaign** panel -> in **Commission Rules** section -> enter the number of days in **Cookie Duration** to set the expiration duration of the affiliate tracking cookie.
Example: `30 days` * If a customer buys within 30 days after clicking an affiliate link, the affiliate earns commission * After the cookie expires, no commission is recorded ### 💰 How Commission Is Calculated You can control what is included in commission calculations: * ✅ Include discount * ✅ Include shipping * ✅ Include taxes #### Example: * Product price: $100 * Discount: $10 * Commission rate: 15% If **discount is included**:\ Commission = 15% × $90 = **$13.50** The calculation preview panel shows this clearly. Note: it will be the discount total which the order has contains the discount of store, affiliate discount if applicable, ect...
*** ### ✅ Auto vs Manual Affiliate Approval * **Auto-approved affiliate**\ Affiliates can start promoting immediately after signup * **Manual approval**\ You review and approve affiliates before they can promote
### ✅ **Auto Approved Order** After the orders are created from affiliate link, the sales are created in the app. Each order created thanks to any affiliate will be stored the order information in **Sales** tab.
* If the **Auto Approved Order** is enabled, the sale is creates and commission for affiliate is created immediately in the app. * If the **Auto Approved Order** is not enabled, you need to manually check each sale in the Sales tab and accept them.
*** ### ♾️ **Lifetime commission** When **Lifetime Commission** is enabled, an affiliate earns commission **every time a referred customer makes a purchase in the future** — not just the first order.
Once a customer is referred: * The customer is permanently linked to the affiliate * Future orders are still counted even if no affiliate link is used * Tracking is based on the customer’s email, not cookies #### 📌 How It Works 1. An affiliate shares their referral link 2. A customer makes their **first purchase** using that link 3. The customer is now **assigned to the affiliate** 4. Every future order from the same customer earns commission for that affiliate #### Example * Lifetime commission rate: **30%** * Affiliate A refers a customer named **Laura** **Month 1** * Laura orders $50 using the affiliate link * Affiliate A earns **$15** **Month 2** * Laura orders $50 (no affiliate link) * Affiliate A still earns **$15** **Month 3** * Laura orders $50 again * Affiliate A earns **$15** ✅ The affiliate continues earning commission **for every future order** from Laura. *** ### 💰 Advanced commissions Advanced commission rule allows you to override the default commission with Order total amount, discount code and customer name. [Learn more](https://docs.jaka.app/shopify/campaign-setup/advanced-commissions)
### 💰 Product-Specific Commissions Product specific commissions feature allows you configure extra commission rules for specific products or collections. Other products still follow the default commission rate of the program. [Learn more](https://docs.tipo.io/overview/general-steps-to-connect-stores#a-tutorial-video) *** ### 🚫 Disable self referral When **Disable Self-Referral** is enabled, affiliates cannot earn commission on their own purchases. If an affiliate uses their own affiliate link and places an order: * The order will not be tracked * No commission will be generated * The affiliate’s email is used to detect self-referrals
#### Example * Affiliate A registers with the email: `affiliate@email.com` * Affiliate A clicks their own affiliate link * Affiliate A places an order for **$100** ❌ No commission is earned\ ❌ The order is ignored by Jaka Affiliate Marketing *** ### ▶️ Tutorial video *** {% embed url="" %} \ **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Default commission Rules ### ℹ️ Commission Meanings Commission is the reward paid to affiliates when they successfully refer customers to your store. The commission amount depends on: * The commission type you choose * The order value * Which order components are included (discount, shipping, tax) *** Commission is calculated from the order total, based on your selected settings: * **Product value** (always included) * **Discount** (optional) * **Shipping fee** (optional) * **Taxes** (optional) In Jaka app, this is the main commission rule used for all affiliate orders, unless you add advanced or product-specific rules.
You need to configure three things: * **Commission type** * **Commission amount** * **Cookie duration** ### ℹ️ Commission Types Jaka supports **three commission types**. Choose the one that fits your business model. #### Percent of Sale The affiliate earns a percentage of the order value. * Commission is calculated based on the product total * Shipping, tax, and extra fees are excluded by default
**Example** * Order value: $100 * Commission rate: 15% * Affiliate earns: **$15** ✅ Best for most stores\ ✅ Scales automatically with order value *** #### Flat Amount (Per Order) The affiliate earns a fixed amount for each order, no matter the order size.
**Example** * Flat commission: $5 * Order value: $50 or $200 * Affiliate earns: **$5** ✅ Simple and predictable\ ✅ Good for fixed-margin products *** #### Flat Rate per Item The affiliate earns a fixed amount for each product item sold.
**Example** * Flat rate per item: $3 * Quantity purchased: 4 items * Affiliate earns: **$12** ✅ Ideal for bulk or multi-quantity purchases *** ### ⏱️ Cookie Duration Cookie duration defines how long an affiliate referral is valid. If a customer clicks an affiliate link, the affiliate will earn commission for purchases made within this time period. **Example** * Cookie duration: 30 days * Customer purchases within 30 days → commission is earned * Purchases after 30 days → no commission (unless lifetime commission is enabled) *** ### ➕ Include Discount, Shipping, and Taxes These options control what is included in commission calculation. * **Include discount** → commission is calculated after discount * **Include shipping** → shipping cost is included * **Include taxes** → tax amount is included You can enable or disable each option based on your preference. *** ### 📑 Commission Calculation Preview The calculation preview shows: * Order breakdown * What is included * Final commission amount This helps you verify the commission logic before saving the campaign. *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Product-Specific Commissions **Product-Specific Commissions** allow you to pay different commission rates for specific products, instead of using one flat commission for your entire campaign.\ This gives you more control over margins, promotions, and affiliate incentives. *** ### ℹ️ What Are Product-Specific Commissions? **Product-Specific Commissions** let you override the **default campaign commission** for selected products or groups of products. Instead of paying the same commission for everything, you can: * Offer higher commissions on high-priority products * Offer lower commissions on low-margin products * Run special promotions for selected items only > 📌 Important:\ > If a product matches a product-specific rule, that rule will be used instead of the campaign’s default commission. *** ### ✅ How Product-Specific Commissions Work Jaka supports two ways to define product-specific commissions: 1. **Automated Product** – rule-based (price, SKU, vendor) 2. **Manual Product** – select products individually (higher priority)
Priority Order: When an order is tracked, Jaka applies commission rules in this order: 1️⃣ **Manual Product** (highest priority)\ 2️⃣ **Automated Product**\ 3️⃣ **Default Campaign Commission** (fallback) > ⚠️ **Warning:**\ > If a product is set in **Manual Product**, it will always override **Automated** **Product** rules. *** ### ⚙️ General Steps to Set Up Product-Specific Commissions Follow these steps to get started: 1. Open **Jaka Affiliate Marketing → Campaigns** 2. Select an existing campaign (or create a new one) 3. Scroll to **Product specific commissions** 4. Choose **Automated Product**, **Manual Product**, or both 5. Configure commission values. Example: * Under **Automated product**, click **Add conditions >** Choose a condition Example: `Product price is greater than $100` * Set the commission type and amount. Example: `15%` 6. Click **Save**
*** ### 🧩 Automated Product (Rule-Based Commissions) Automated Product lets you apply commissions automatically based on product rules. #### When to Use Automated Product * Large catalogs * Products with similar pricing * Vendor-based or SKU-based rules #### Available Conditions You can create rules using: * **Product price** * **Product SKU** * **Product vendor** You can choose whether: * **All conditions must match** * **Any condition can match** *** #### Example: Automated Product Rule > **Scenario:**\ > You want to pay **10% commission** for all products priced at **$100 or more**. **Rule setup:** * Condition: Product price ≥ $100 * Commission: 10% 🟢 Result:\ Any product priced at $100 or above automatically earns 10% commission.
*** ### 🧩 Manual Product (Higher Priority) Manual Product lets you **select specific products manually** and assign a custom commission to each one. #### When to Use Manual Product * Featured or flagship products * Special promotions * Products that need exact control #### How to Set It Up 1. Click **Product** under M**anual Product** 2. Select one or more products from your store 3. Choose commission type (percentage or flat) 4. Enter the commission amount 5. Click **Save** > 📌 **Important:**\ > Manual Product rules always override Automated Product rules. ***
#### Example: Manual Product Override > **Scenario:** > > * Default commission: 10% > * Automated rule: 12% for Vendor A > * Manual Product: Product X = 20% 🟢 Result: * Product X → **20% commission** * Other Vendor A products → **12%** * All other products → **10%** *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Advanced Commissions **Advanced Commissions** let you create special commission rules that apply only when certain conditions are met.\ This is useful when you want different commissions for specific situations (products, order values, affiliate tiers, etc.). ### ✅ How Advanced Commissions Work By default, your campaign uses a **Default Commission** rule. When you add **Advanced Commissions**, Jaka will: 1. Check whether the affiliate order matches any advanced rule 2. If it matches → apply the **advanced** commission 3. If not → use the **default** campaign commission > 📌 **Tip**\ > Use Advanced Commissions for special cases (e.g., “higher commission for high-value orders”), while keeping your default commission simple.
#### Priority Order When calculating commission, Jaka applies rules in this order: 1. **Manual Product commission** (highest priority) 2. **Automated Product commission** 3. **Advanced Commissions** 4. **Default Campaign Commission** (fallback) > ⚠️ **Warning**\ > If a product already has a Manual/Automated product commission, Advanced Commissions won’t override it. *** ### ⚙️ General Steps to Set Up Advanced Commissions 1. Open the app > open **Campaigns** > open the campaign you want to edit 2. Scroll to **Advanced Commissions** 3. Click **Add rule** 4. Set the **conditions** (when this rule should apply) 5. Set the **commission** (how much to pay) 6. Click **Save**
> It is possible to add one condition or multiple conditions to apply the commissions and set the commission rate
*** ### ⚙️ Advanced Commission Options (With Examples) This section explains each option you may see when creating an advanced commission rule.
ValueConditionApply to Example
Order totalis equal to Only apply the commission to the order total is equal to xxx amount. Order is created when customers purchase product via affiliate links. If the order total is equal to 5000$, the commission will be 50%
is not equal toOnly apply the commission to the order total is not equal to xxx amount. Order is created when customers purchase product via affiliate links. If the order total is not equal to 12000$, the commission will be 50%
is greater thanOnly apply the commission to the order total is larger than xxx amount. Order is created when customers purchase product via affiliate links. If the order total is larger than 1000$, the commission will be 50%
is less thanOnly apply the commission to the order total is less than xxx amount. Order is created when customers purchase product via affiliate links. If the order total is less than 1000$, the commission will be 50%
Disable trackingIf the order total meets the conditions, the commission will not created for affiliates. If the Order total is Disable tracking, all orders that match conditions will not be tracked nor given any commissions
Discount codeis equal to Only apply the commission to the discount code whose name is equal to the specific valueIf the discount code is equal to A123, the commission amount of orders with the discount code A123 applied will be 20% (coupon code A123 = 20% commission)
is not equal toOnly apply the commission to the discount code whose name is not equal to the specific valueIf the discount code is not equal to BC100, the commission amount of orders with another discount code applied will be 20% (coupon code BC100 = no commission)
containsOnly apply the commission to the discount code whose name contains the specific valueIf the discount code contains SUMMER, the commission amount of orders will be 20% (coupon code SUMMER100 = 20% commission)
Customer nameis equal to Only apply the commission to the customers whose name is equal to specific valueIf the customer name is equal to Peter, the commission will be 10%
is not equal toOnly apply the commission to the customers whose name is not equal to specific valueIf the customer name is not equal to Peter, he is Michale, the commission will be 10%
containsOnly apply the commission to the customers whose name contains specific valueIf the customer name contains Laura, she is Laura Kim, the commission will be 10%
Disable trackingDisable tracking checkbox is tickedIf the products meets the conditions you set, the commission will not created for affiliates. If the order total is less than 100$ and the customer name is equal to Anna, the commission will not be tracked.
*** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Auto tier Commission ### ℹ️ What Is Auto Tier Commission? **Auto Tier Commission** automatically increases an affiliate’s commission when they reach specific performance milestones. Instead of manually moving affiliates to a new campaign, Jaka does this for you, based on rules you define (for example, total commission earned). This is perfect for: * Rewarding top-performing affiliates * Encouraging affiliates to sell more * Running long-term incentive programs *** ### ✅ How Auto Tier Commission Works **Auto Tier** works like a ladder: 1. An affiliate starts at a base tier (default campaign) 2. When they meet a condition (e.g. total commission ≥ $1,000) 3. They are automatically upgraded to a higher tier (moved to a new campaign with higher commission rate) 4. Higher tier = higher commission rate The system keeps checking affiliate performance and moves them up the tiers automatically. *** ### ⚙️ General Steps to Set Up Auto Tier Commission 1. Open the app > click **Settings** > **Auto tier** 2. Enable **Auto Tier:** toggle **Active** to turn on Auto Tier Commission. 3. Create Tier 1 (Root Tier) Click **Add tier** > select **Campaign 1** (commission 5%). This becomes **Tier 1 (Root tier)** 4. Create Tier 2 (Higher Commission) Click **Add tier** again > select **Campaign 2 -**Commission: **10%.** This becomes **Tier 2** 4\. Link the tier 2 to tier 1 and set the condition * Connect **Tier 2** to **Tier 1** * Set the condition: `Total commission ≥ $1,000` This rule means affiliates must earn at least **$1,000 in total commission** to move up. \=> **Affiliate A** drives more sales and earn more commissions (total is 1500$), crossing into **Tier 2 (10% commission)** he will be automatically moved from campaign 1 to campaign 2 5. Set the reset tier rule * If you set **Day of the month = 1**\ → Tiers reset on the first day of the month * If you set **Day of the month = 30**\ → Tiers reset on the 30th day 6. Save the app settings
6\. Click **Save** *** ### 🛠️ Reset tier The **Reset Tier** option controls when affiliates are moved back to the starting tier after a certain time period. This helps you run monthly, quarterly, or custom performance-based tier programs. When enabled, affiliates must re-earn their commission level again in the next period. Configure: * **Day of the month** * **Month**
#### Day of the Month This setting defines which day the tier reset happens. How it works: * If you set **Day of the month = 1**\ → Tiers reset on the **first day of the month** * If you set **Day of the month = 30**\ → Tiers reset on the **30th day** * If the selected day **does not exist** (e.g. 31 in February)\ → The system resets on the **last day of that month** > 💡 **Tip**\ > Use Day = **1** if you want a clean, monthly performance cycle. *** #### Month (Reset Frequency) This setting defines how often the reset happens, in months. How it works: * **Month = 1** → Reset **every month** * **Month = 2** → Reset **every 2 months** * **Month = 3** → Reset **quarterly** * **Month = 12** → Reset **yearly** *** #### Example: Monthly Tier Reset Setup: * Day of the month: **1** * Month: **1** What happens: On the 1st day of every month, all affiliates: * Are moved back to the **Root / Tier 1 campaign** * Must earn commissions again to unlock higher tiers #### Example: Performance-Based Auto Tier With Reset * Tier 1 → Campaign A (5%) * Tier 2 → Campaign B (10%) when total commission ≥ $1,000 * Tier 3 → Campaign C (20%) when total commission ≥ $3,000 Affiliate A * Earns $1,500 in January → moves to **Tier 2** * Earns $3,200 → moves to **Tier 3** ✅ If Reset Tier is ON * On the reset date, Affiliate A goes back to **Tier 1** * Must re-qualify again next cycle ❌ If Reset Tier is OFF * Affiliate A stays at Tier 3 permanently *** ### 🔄 Tutorial video {% embed url="" %} *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Commission priority If there are multiple conditions you set to apply the commissions, you should know what setting is the highest prioritized. Commission Priority defines which commission rule is applied when multiple rules could match the same order. Jaka determines commission priority based on two layers, evaluated in order: 1. **Tracking method priority** 2. **Commission type priority** Understanding this helps you avoid conflicts and predict exactly which commission is paid. *** ### 🧩 1. Tracking Method Priority When an order is placed, Jaka first checks how the order was tracked.\ The tracking method determines which affiliate and commission rule are considered first. Priority order (top → lowest) 1. **Affiliate Coupon** 2. **Affiliate Link** For example: The order will be tracked by one of the method only. In case customers access products via an affiliate link of affiliate 1, but they add the discount code of affiliate 2 manually at checkout, the commission will be created for affiliate 2.
*** ### 🧩 2. Commission types In case many commission types are applied to the same referral at the same time, **only ONE** will be tracked in the app. After the tracking method is determined, Jaka selects which commission rule applies. This happens when multiple commission rules exist. Commission Type Priority (Highest First): * **Product-specific commission** 🥇 * **Auto-tier commission** * **Campaign default commission** Prioritized 1: **Product specific commissions**: **Manually** products -> **Automated** products
Prioritized 2: **Advanced commissions**: first condition in the list
Prioritized 3: Default commission of the campaign
#### Example: Commission Type Priority Campaign default commission: **10%**\ Product-specific commission for Product A: **20%** A customer buys Product A via an affiliate link. ➡️ Result\ Affiliate earns 20%, because product-specific commission overrides campaign default. *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Campaign Discounts Discount will be applied to orders when customers place orders via an affiliate. ### 🧩 What is a Campaign Discount? Campaign **Discounts** let you offer a discount to customers who purchase through an affiliate’s promotion. A Campaign Discount is a discount that is linked to an affiliate campaign. When you turn it on: * Jaka creates a **discount code for each affiliate** in that campaign. * The affiliate can share: * **Affiliate link** (tracking + attribution) * **Discount code** (optional for the affiliate to share) * Customers get the discount when they check out (based on your campaign discount configuration). ⇒ Best for increasing conversion because customers feel they are getting a deal.
*** ### ⚙️ How to Set Up Campaign Discounts 1\. Open the app -> click **Campaigns** > open a campaign or create a new one 3\. In the **Discount** section, toggle **Enable** 4. Select **Discount type** and enter discount value you want * Select your discount format: * **Percentage** (e.g., 10% off) * **Fixed amount** (e.g., RM5 off) * Then enter the **Amount**. Example: * Percentage: **10% off** * Fixed amount: **RM5 off** 5. Choose what the discount applies to. Use **Apply discount to** to select scope (example: **All products**). 6. Add requirements and limits for the discount (optional) 7. Click **Save** to apply changes.
*** ### ⚙️ Where to Find the Discount Code #### In Jaka (Affiliate view) Open an affiliate profile and look at the **Discount code** section. * You’ll see the affiliate’s **unique code** * You’ll also see the **referral link** (the affiliate’s tracking link)
#### In Shopify Admin (Discounts) Jaka also creates the discount in Shopify, so you may see it inside:\ **Shopify Admin → Discounts**
*** ### ✅ How Campaign Discounts Work Here’s the real flow from start to finish: 1. You enable **Discount** in a campaign 2. Jaka generates a unique discount code per affiliate 3. The affiliate shares their **referral link** (and optionally their **discount code**) 4. A customer clicks the affiliate link → visits your store 5. When the customer checks out and the order is created: * the order is tracked as an **affiliate order** * the customer receives the **discount** (based on your settings) 6. The affiliate earns **commission**, and the sale appears in the app *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Affiliate Signup Link ### 🧩 What Is the Affiliate Signup Link? After you create a campaign, Jaka automatically generates an **Affiliate Signup Link**. This link allows people to **register as affiliates for a specific campaign**. Each campaign will have a specific affiliate registration form to share to affiliates. When someone opens this link: * They see a signup form * They register as an affiliate * They are automatically linked to the selected campaign * Their affiliate account is created in Jaka
### ⚙️ Where to Find the Affiliate Signup Link 1\. Open the app > click **Campaigns** > open a particular campaign 2\. Find the Register campaign link on the right
You can share the link anywhere, for example: * Email * WhatsApp / Telegram * Social media * Influencer outreach * Your website or landing page Anyone who signs up using this link will be registered only for that campaign. **Note**: in case you have multiple campaigns, the affiliate registration form showing on Home would be the form of your default campaign.
*** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Multiple-Level Marketing (MLM) Multiple-Level Marketing (MLM) allows affiliates to earn **extra commissions** when they invite other affiliates into your program. In short: * One affiliate makes a sale * That affiliate earns the main commission * The affiliates **who invited them** earn **a percentage of that commission** *** ### ⚙️ Steps to set up 1. To activate the multi level marketing in the app, you need to create a **campaign** first. 2. In the app > click **Settings** > **Multi-level marketing** > select number of level you want to set up 3. Enter the commission amount of each level 4. Click **Save**
*** ### ✅ How MLM Works MLM commissions are not calculated from the order value directly.\ They are calculated as a percentage of the original affiliate’s commission. Think of it like this: > **Customer order → Original affiliate earns commission → Upline affiliates earn a share of that commission** Each “level” is one step higher in the referral chain. #### Key Roles in MLM * **Original affiliate**\ The affiliate who directly refers the customer and generates the sale. * **Level 1 affiliate**\ The person who invited the original affiliate. * **Level 2 affiliate**\ The person who invited the Level 1 affiliate. * **Level 3 affiliate**\ The person who invited the Level 2 affiliate. Each level earns a smaller percentage, based on your MLM settings.
*** #### 📊 Example: 4-Level MLM Commission Breakdown Let’s walk through a real example step by step. **Affiliate structure** You have 4 affiliates connected like this: 1. **Anna** – Original affiliate * Directly registered to the campaign * Refers the customer 2. **John** – Sub-affiliate (Level 1) * Invited Anna 3. **Mike** – Sub-affiliate (Level 2) * Invited John 4. **Jim** – Sub-affiliate (Level 3) * Invited Mike
The Anna shares affiliate promote link with customers > customers purchase products via that link
**Order details** * Order total: **$100** * Campaign commission for original affiliate: **10%** ➡️ Anna earns:\ `$100 × 10% = $10`
#### MLM Commission Distribution Now MLM commissions are calculated **from Anna’s $10 commission**, not from the $100 order. Level 1 – John * Commission rate: 10% of Anna’s commission * Calculation:\ `$10 × 10% = $1` ➡️ John earns $1 *** Level 2 – Mike * Commission rate: 5% of Anna’s commission * Calculation:\ `$10 × 5% = $0.50` ➡️ Mike earns $0.50 *** Level 3 – Jim * Commission rate: 2% of Anna’s commission * Calculation:\ `$10 × 2% = $0.20` ➡️ Jim earns $0.20 Result: | Affiliate | Level | Earns From | Commission | | --------- | -------- | ----------------- | ---------- | | Anna | Original | Order value | $10.00 | | John | Level 1 | Anna’s commission | $1.00 | | Mike | Level 2 | Anna’s commission | $0.50 | | Jim | Level 3 | Anna’s commission | $0.20 | *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # How affiliates invite other affiliates ### ✅ What This Option Does This feature allows existing affiliates to invite new affiliates to join your program. When an affiliate invites someone: * The invited person becomes a **sub-affiliate** * The inviter becomes their **parent affiliate** * If Multi-Level Marketing (MLM) is enabled, the parent affiliate can earn **override commissions** from their sub-affiliate’s sales This helps you grow your affiliate program organically, without manual recruiting. *** #### 🔄 How It Works 1. An affiliate joins your campaign 2. The affiliate gets a **network invite link** 3. They share the link with friends or partners 4. New affiliates sign up using that link 5. A parent–child relationship is created automatically > The system tracks the relationship for **network visibility and MLM commissions**. *** ### ⚙️ Where Affiliates Find Their Invite Link Affiliates can find their invite link in their **Affiliate Dashboard**.
**Path:** ``` Affiliate Dashboard → Networks → Invite to join your network ``` They will see a link like: ``` https://your-store.jaka.app/?ref=AFFILIATE_CODE ``` This link is unique to each affiliate. *** ### 🧩 Step-by-Step: How Affiliates Invite Others #### 1️⃣ Copy the Invite Link The affiliate clicks the **copy icon** next to their invite link. #### 2️⃣ Share the Link They can share it via: * Email * Social media * Messaging apps * Website or blog #### 3️⃣ New Affiliate Registers When someone clicks the link and signs up: * They are linked to the inviter automatically * No manual approval is needed (if auto-approve is enabled) *** ### 📌 Example > Anna is an affiliate in Campaign A\ > She shares her invite link with John\ > John signs up using Anna’s link Result: * John becomes Anna’s **sub-affiliate** * Anna becomes John’s **parent affiliate** * The relationship appears in the affiliate network *** #### 💡 Tip If **Auto-Approved Affiliate** is enabled in the campaign, new affiliates can start promoting immediately after signing up. *** #### ⚠️ Note Inviting affiliates does **not automatically pay commissions** unless: * [Multi-Level Marketing (MLM)](https://docs.jaka.app/shopify/~/revisions/etUYfWdaLDrspaqYU0an/campaign-setup/multiple-level-marketing-mlm) is enabled * Commission levels are configured # View Affiliate Network ### ℹ️ What Is the Affiliate Network? The **Affiliate** **Network** shows how affiliates are connected to each other in your program.\ It helps you understand who invited whom, and how your multi-level marketing (MLM) structure is built. The affiliate network is a **visual hierarchy** that shows: * The **recruiter (parent affiliate)** * The **recruited affiliates (child affiliates)** * The **relationship between affiliates** created through invite links This network is used to calculate **multi-level commissions** automatically.
*** #### 🔄 How the Affiliate Network Is Created The affiliate network is created **automatically** when affiliates join using invite links. #### How it works: 1. An affiliate shares their **network invite link** 2. A new affiliate signs up using that link 3. The new affiliate is linked as a **child** of the inviter 4. The system builds the network structure automatically *** ### ⚙️ Where to View the Affiliate Network #### From the Admin (Merchant) side: 1. Open **Jaka Affiliate Marketing app** > go to **Affiliates** 2. Select an affiliate 3. Scroll to the **Networks** section You will see: * **Recruiter** (parent affiliate) * **Recruited distributors** (child affiliates) * A visual tree of the affiliate network
*** #### From Affiliate Dashboard (Affiliate) side: 1. Affiliate log in Affiliate **Dashboard** 2. Scroll to the **Networks** section
*** ### 🧑‍🤝‍🧑 Network Structure Explained Let’s look at a simple example: * **Lee Hi** (top affiliate) - Invited **Laura** * Laura may invite others later The network will look like this: ``` Lee Hi (You) └── Laura ``` * Lee Hi is the **recruiter** * Laura is the **recruited affiliate** * This relationship is used to calculate MLM commissions *** ### 🔧 Assign or Change Recruiter (Admin Only) By default, networks are created automatically.\ However, store admins can manually manage recruiters. #### Admin actions available: * **Assign recruiter** * **Change recruiter** * **Disconnect recruiter**
*** > ⚠️ **Please note:** * The affiliate network is read-only for affiliates. Affiliates cannot edit or change their network. * Networks are created automatically via invite links * Only admins can change recruiter relationships in the app *** #### 🔗 Related Guides * [How Affiliates Invite Other Affiliates](https://docs.jaka.app/shopify/~/revisions/MgzmZWIzuRe5GD2XI9v3/campaign-setup/multiple-level-marketing-mlm/how-affiliates-invite-other-affiliates) * [Multiple-Level Marketing (MLM) Overview](https://docs.jaka.app/shopify/~/revisions/MgzmZWIzuRe5GD2XI9v3/campaign-setup/multiple-level-marketing-mlm) *** # Bonus Commission Bonus commissions reward affiliates when they reach a specific goal.\ This helps motivate affiliates and increase sales. *** ### ℹ️ What Is a Bonus Commission? A bonus commission is an **extra reward** you give affiliates when they reach a commission target. For example: * An affiliate earns a bonus after reaching a certain total commission * The bonus is paid in addition to normal commissions *** ### ✅ How Bonus Commissions Work 1. You set a target commission amount 2. An affiliate reaches the target 3. Jaka automatically grants the bonus 4. The bonus appears in the affiliate’s payout No manual calculation is needed. *** ### ⚙️ How to Create a Bonus Commission 1. Go to **Jaka Affiliate Marketing** app > click **Bonuses** 2. Click **Create bonus**
3. Fill in the required fields: * **Bonus title** * **Apply to campaigns** * **Condition** (minimum commission required) * **Bonus amount**
4. Choose the **period** * One-time bonus * (Optional) Include past sales 5. Set a **due date** 6. Click **Save** #### **Example** **The amount of commission affiliates earn ≥ 2000 USD** This means: * The affiliate must earn at least $2,000 in commission * Once they reach this amount, the bonus becomes eligible **Bonus amount: 100 USD** When the condition is met: * The affiliate receives an extra $100 bonus * This bonus is added on top of their normal commission **Apply to campaigns: `Jan 2026`** **Bonus Period Options** * **One-time**\ The bonus is given only once when the affiliate reaches the target. * **Include past sales**\ Past commission can count toward the bonus goal. *** #### Notes * Bonuses are calculated automatically * One-time bonuses are paid only once per affiliate * Bonuses are shown in the affiliate’s payout history * Bonuses do not replace regular commissions *** # Add Affiliates This section explains the different ways you can add affiliates to your program using Jaka. Depending on your workflow, you can: * Let affiliates **register themselves** using a signup link, or * **Create affiliates manually** as an admin Both methods allow affiliates to start promoting your store and earning commissions, but each is designed for different use cases. Choose the method that best fits how you want to manage and grow your affiliate program. # Affiliate Registration (Signup Link) Affiliate Registration allows affiliates to **sign up by themselves** using a registration link generated by the Jaka Affiliate Marketing app.\ This is the easiest way to onboard affiliates without manually creating accounts. *** ### ✅ How Affiliate Registration Works {% stepper %} {% step %} #### You create a campaign
{% endstep %} {% step %} #### The app automatically generates an affiliate signup link
{% endstep %} {% step %} #### You share this link with potential affiliates {% endstep %} {% step %} #### Affiliates open the link and submit the registration form
{% endstep %} {% step %} #### The affiliate is added to your program (approved automatically or manually, based on settings)
{% endstep %} {% endstepper %} > 💡 The signup link is **campaign-specific**, so affiliates will join the correct campaign automatically. *** ### ⚙️ Where to Find the Affiliate Registration Link After creating a campaign: 1. Go to **Jaka Affiliate Marketing → Campaigns** 2. Open your campaign 3. Look for the **Register campaign** section 4. Copy the **affiliate registration link** 📌 This link can be shared anywhere: email, social media, website, or landing page.
*** ### 📝 What Affiliates See When Signing Up When affiliates open the registration link, they will: * Enter basic information (name, email, password) * Create their affiliate account * Be automatically linked to the campaign * Receive their: * Affiliate referral link * (Optional) Discount code * Access to the affiliate dashboard *** ### 🧪 Example > You run a campaign called **“Summer Promo”** * You copy the affiliate registration link * You share it with influencers * Laura clicks the link and signs up * Laura is added as affiliate of the campaign **Summer Promo** in the app. # Create Affiliate manually Creating an affiliate manually allows **store admins** to add affiliates directly from the Shopify admin, without requiring the affiliate to sign up themselves. This method is useful when you already have a partner, influencer, or internal staff member you want to add to your affiliate program. *** ### 👥 Who Should Use This Method? * You already know the affiliate’s email * You want to skip the signup form * You are adding: * Influencers * Business partners * Internal team members * You want full control over affiliate details from the start *** ### 📝 Steps to Create an Affiliate Manually 1. Go to **Jaka Affiliate Marketing** app > **Affiliates** 2. Click **Add affiliate**
3. Enter Affiliate Information Fill in the required details: * **Name** * **Email address** (used as the affiliate’s login) * (Optional) Additional information if available > 📌 The email must be unique and not already registered as an affiliate.
*** 4\. Assign Campaign * Select the campaign you want the affiliate to join * The affiliate will receive: * Commission rules from that campaign * Referral links * Discount codes (if enabled)
*** 5\. Save the Affiliate The affiliate account is now created successfully. *** ### ✅ What Happens After Creation? Once created: * The affiliate appears in your **Affiliate list** * Email notification will be sent to affiliates with login link * They can: * Reset password and log in to the affiliate portal * Access referral links * View commissions and sales * Discount codes and tracking links are generated automatically (if enabled) > 📧 You can share the affiliate login link with them manually. *** ### 🔄 Manual Creation vs Affiliate Registration
FeatureManual CreationAffiliate Registration
Admin-controlled✅ Yes❌ No
Signup form❌ No✅ Yes
Instant setup✅ YesDepends on approval
Best forKnown partnersPublic affiliates
*** ### ▶️ Tutorial video {% embed url="" %} *** # Approve Affiliates You can choose to approve affiliates automatically or review and approve them manually before they start earning commissions. If the option **Auto approved affiliate** is not enabled in the campaign detail, you need to manually check each request from affiliates and approve to let them register and login.
*** ### ✅ How Affiliate Approval Works When an affiliate signs up: * If **Auto-approved affiliate** is **ON**\ → The affiliate is approved instantly and can start promoting * If **Auto-approved affiliate** is **OFF**\ → The affiliate is added as **Pending** and must be approved by an admin *** ### ⚙️ How to Approve Affiliates Manually 1\. Open the app -> click **Affiliate** tab 2\. Select a particular affiliate submission in pending status
3\. On the affiliate's panel, click **Approve** button to finish
Once approved, the email notification will be sent to affiliates to let them know that the account is accepted. The affiliate can: * Reset password to login * Access their affiliate dashboard * Get referral links and discount codes * Start earning commissions > Note: You can add the forgot password page to the email so the affiliates can access it and create new password and log in.
#### 💡 Tips * Enable **Auto-approve** if you want faster onboarding * Disable **Auto-approve** if you want to review affiliates manually * Manual approval is recommended for private or invite-only programs *** # Manage Affiliates The **Manage Affiliates** section allows admins to **view, update, and control** existing affiliates in your program.
*** ### ➕ Add & Remove Affiliates #### Add an Affiliate You can add affiliates in two ways: * Via **Affiliate registration (signup link)** * Manually by clicking **Add affiliate** [Learn more](https://docs.jaka.app/shopify/~/revisions/R18Haggoi2MZHd2Ubqsb/affiliate-managment/add-affiliates) *** #### Delete an Affiliate 1. Select one or more affiliates using the checkbox 2. Click **Delete affiliate** 3. Confirm the action
*** ### ✅ Approve & Reject Affiliates Affiliates who sign up via the registration link may appear with **Pending** status. #### Approve an Affiliate * Select the affiliate * Click **Approve** * The affiliate can now promote and earn commissions
#### Reject an Affiliate * Select the affiliate * Click **Reject** * The affiliate will not be able to participate in campaigns > 💡 **Tip**\ > You can approve or reject affiliates **individually or in bulk**. *** ### 🔍 Filter, Search & Sort Affiliates Use filters to quickly find affiliates: #### Filter by Status * **All** * **Accepted** * **Pending** * **Rejected** #### Search * Search by affiliate **name or email** #### Sort * Sort by **date** * Choose **Newest → Oldest** or **Oldest → Newest** > 💡 **Tip**\ > Filters and sorting help when managing large affiliate lists.
*** ### 📤 Export Affiliates You can export affiliate data for reporting or record-keeping. #### How to Export 1. Click **Export** 2. Choose what to export: * Current page * Selected affiliates * All affiliates 3. Export format: **CSV** 4. Click **Export affiliates** > 📄 **Example**\ > Export all accepted affiliates to share with your finance or marketing team. ![](/files/4u8ZNm0DEvsz2Z5VPYGe) *** ### 👤 View & Edit Affiliate Details Click on any affiliate to open their affiliate detail page.
From here, you can: #### 1) 3) View Affiliate Performance * Total sales * Revenue * Commission earned * Recent orders #### 2) Edit Affiliate Profile * Update name or email #### 4) Edit Promotion Details * Referral link * Short link * Discount code #### 5) View Campaign Participation * Active campaigns * Commission rates * Discount and commission rules applied > 💡 Tip\ > Editing an affiliate’s details does not affect past commissions, only future tracking. # Edit affiliate referral link ### 🔗 What is an Affiliate Referral Link? An **affiliate referral link** is the unique URL an affiliate shares to promote your store.\ When a customer clicks this link and places an order, the affiliate earns a commission. *** ### ✏️ How to Edit an Affiliate Referral Link #### Steps 1. Open **Affiliates** from the left menu 2. Click on the affiliate you want to edit 3. Go to the **Promote** section 4. Click **Edit** 5. Update the referral link (or regenerate it if available) 6. Click **Save**
*** ### ✏️ How to Customize an Affiliate Referral Link (Example) An affiliate referral link consists of: * Your **store or page URL** * An affiliate **referral code** (`ta_aff`) > You cannot change the store **domain**\ > You can change the page **path** (product or collection page)\ > You can edit the referral code text #### Example Base page: ``` https://booking-nga.myshopify.com/collections/diamond ``` Referral code: ``` LAURA ``` Final referral link: ``` https://booking-nga.myshopify.com/collections/diamond?ta_aff=LAURA ```
#### What Happens After Editing * The updated link is used for future clicks only * Past orders and commissions are not affected * Tracking continues automatically *** # Edit Affiliate discount code ### 🏷️ What is an Affiliate Discount Code? An **affiliate discount code** is a unique code created by the app for each affiliate.\ Affiliates can: * Share the code with customers, or * Use auto-applied discounts at checkout (if enabled) *** ### ✏️ How to Edit an Affiliate Discount Code 1\. Open the app -> click **Affiliates** -> open a particular affiliate account 2\. Click **Edit** in **Discount** section 3\. Change the code to the random text you want. Note: discount must be unique 4\. Click **Save**.
*** ### ⚙️ How It Works * The updated discount code applies to future orders only * Customers must use the new code after the change {% hint style="danger" %} **Reminder:** The app does not allow entry of discounts that are already defined in Shopify **Discounts**. {% endhint %} # Page and link Overview The **Portals** section lets you create and manage affiliate-facing pages that live on a separate domain, independent from your Shopify storefront. These pages are designed specifically for affiliates—to register, log in, and manage their affiliate activities in one place. Example portal domain:\ 👉 `https://booking-nga.jaka.app/` ### ℹ️ What Is an Affiliate Portal? An **affiliate portal** is a dedicated website where affiliates can: * Learn about your affiliate program * Register to become an affiliate * Log in to their affiliate dashboard Unlike your Shopify store, portal pages are built for affiliates, not customers.
*** ### ℹ️ Pages Available in Portals The Portals section includes several ready-made pages you can customize: #### 🏁 Landing Page A public page that introduces your affiliate program and encourages visitors to join. #### 📝 Registration Page Where new affiliates sign up and apply to your program. #### 🔐 Login Page Where approved affiliates log in to access their dashboard. #### 🔑 Forgot Password Page Helps affiliates request a password reset if they forget their login details. #### 🔄 Reset Password Page Allows affiliates to create a new password securely. #### 📄 Terms & Conditions Page Displays your affiliate program rules and legal information. *** ### 🔗 Separate Domain for Affiliates All portal pages are hosted on a dedicated affiliate domain, such as: ``` https://booking-nga.jaka.app/ ``` This helps you: * Keep affiliate traffic separate from customer traffic * Provide a professional affiliate experience * Share clean, trusted links with partners > 💡 You can also connect a [**custom domain**](https://docs.jaka.app/shopify/~/revisions/7eOZXBHVC30BeOz9B1pA/pages-and-links/custom-domain) (for example: `affiliate.yourstore.com`) if needed. *** ### 🎨 Customize the Portal Experience You can customize portal pages to match your brand, including: * Text content * Images and banners * Buttons and call-to-action text * Brand colors and logo This ensures affiliates see a branded and consistent experience when interacting with your program.
*** ### 🔁 How Portals Fit Into Your Affiliate Program 1. You manually share the **landing page** or link the page to store menu 2. Affiliates visit your **portal landing page** 3. They register using the **registration page** 4. Approved affiliates log in via the **login page** 5. Affiliates manage links, track sales, and earn commissions All actions are synced automatically with your Shopify store and campaigns. *** #### 🎯 What to Do Next * [Customize your **Landing Page** to attract affiliates](https://docs.jaka.app/shopify/~/revisions/rpY9mFDjQMRHRtjRdnC9/pages-and-links/affiliate-landing-page) * [Add affiliate landing page to the store ](https://docs.jaka.app/shopify/~/revisions/rpY9mFDjQMRHRtjRdnC9/pages-and-links/add-landing-page-to-store) * [Set up a **Custom Domain** ](https://docs.jaka.app/shopify/~/revisions/rpY9mFDjQMRHRtjRdnC9/pages-and-links/custom-domain)(optional) # Affiliate landing page ### ℹ️ What is the Affiliate Landing Page? The Affiliate Landing Page helps you: * Introduce your affiliate program * Explain benefits and commissions * Encourage visitors to register as affiliates It is usually the first page affiliates see before signing up.
*** ### ⚙️ How to Access the Landing Page Editor 1. Go to **Jaka Affiliate Marketing → Portals** 2. Find **Landing page** 3. Click **Customize** You’ll enter the page editor, where changes are shown in real time.
*** ### ⚙️ Page Structure (Blocks) The landing page is built using **blocks**. You can add, edit, reorder, or remove them. Common blocks include: * **Image with banner** – Hero section at the top * **Image with text** – Explain benefits or program details * **Buttons** – “Apply now”, “Join now” * **Rich text** – Additional descriptions or notes * **Footer** – Links, shop name, legal pages 👉 Click any block on the left panel to edit its content.
*** ### ✏️ Edit Images & Layout Inside blocks like Image with text, you can: * Change the image * Adjust image position (left / right / top) * Edit headings and descriptions * Update button text and links Changes appear instantly in the preview.
*** ### 🎨 Customize Page Style (Theme Settings) Click the **🎨 Theme settings** icon to control the overall look: You can customize: * Page background color * Heading & text colors * Button colors (normal & hover) * Fonts (Typography) * Layout spacing * Custom CSS (optional) This helps match the landing page with your brand style.
{% hint style="info" %} Remember to click Save after making any changes. {% endhint %} *** ### ▶️ Tutorial video {% embed url="" %} *** # Add Affiliate landing page ### ℹ️ What Is the Affiliate Landing Page? The affiliate landing page is a **separate page hosted by Jaka**, not inside your Shopify theme. Affiliates use this page to: * Sign up for your affiliate program * Log in to the affiliate portal * Access referral links and performance data Note: The affiliate landing page cannot be embedded inside your Shopify store pages. * It does not live under your Shopify domain * You cannot edit it using Shopify theme editor 👉 Jaka provides the affiliate landing page on a separate domain. *** ### ⚙️ Step to manage After creating a campaign, you can add the affiliate landing to the site to let visitors access the campaign and register/log in as affiliates. #### **Step 1 : Get the affiliate landing page** You can copy the link quickly in the app **Dashboard**.
#### **Step 2: Add landing page to menu on the online store** 1\. From Shopify admin page > click **Content** > click **Menus >** open **Main menu**
2. Click **Main menu** > **Add menu item**
3. Enter the name: “Affiliate Program” or “Become an Affiliate” 4. Paste the affiliate landing page URL
5\. Save the menu Then check the result on the online store.
*** ### ▶️ Tutorial video {% embed url="" %} **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Custom domain By default, Jaka hosts your affiliate landing page on a Jaka domain.\ If you want a more professional and branded experience, you can use **your own custom domain** instead. *** ### ℹ️ What Is a Custom Domain? A **custom domain** is a web address that uses your own brand, for example: * `affiliates.yourstore.com` * `partners.yourbrand.com` Instead of using a Jaka-provided URL, affiliates will access your program through **your branded domain**. #### Why Use a Custom Domain? Using a custom domain helps you: * Build trust with affiliates * Keep branding consistent * Look more professional * Make the affiliate page easier to recognize This step is optional but recommended for growing brands. #### Note: Before setting up a custom domain: * The affiliate landing page is still hosted by Jaka * You are only pointing your domain to Jaka * Basic DNS access is needed. If you’re not familiar with DNS, your domain provider can help. *** ### ⚙️ Steps to manage #### Step 1: Choose a Subdomain Decide which subdomain you want to use, such as: * `affiliates.yourstore.com` * `partners.yourstore.com` You cannot use the main domain (for example, `yourstore.com`).\ A subdomain is required. *** #### ⚙️ Step 2: Add Domain in Jaka 1. Open **Jaka Affiliate Marketing app > Settings > Branding** 2. In **Store domain** field, select **Custom Domain** 3. Enter your chosen subdomain 4. Click **Save**
*** #### ⚙️ Step 3: Add a CNAME Record in Your Domain Settings To activate your custom affiliate domain, you need to add a **CNAME record** in your domain provider’s DNS settings. This step tells your domain to point to Jaka’s system. * **What Is a CNAME Record? (Simple Explanation)** A **CNAME record** connects one domain name to another. In this case: * Your custom subdomain (for example: `affiliate.yourstore.com`) * Points to Jaka’s system (`jaka.app`) This allows your affiliate landing page to load correctly on your custom domain. Note: * Every domain provider looks different (GoDaddy, Namecheap, Cloudflare, etc.) * The names of fields may vary slightly *** * **CNAME Record Values** When adding a new DNS record, use the following values: * **Record type**: `CNAME` * **Host / Name**: `affiliate`\ (This creates `affiliate.yourdomain.com`) * **Points to / Target / Value**: `jaka.app` * **TTL**: `600` (or leave default) 👉 Do **not** include `http://` or `https://`
*** * **Where to Add This Record** 1. Log in to your domain provider 2. Open DNS Settings or Domain Management 3. Click **Add Record** or **Add DNS Record** 4. Choose **CNAME** 5. Fill in the values above 6. Save the record Your screen may look different, and that’s okay. *** ✅ Example (What a Correct Setup Looks Like) Once added, your DNS records may look like this: | Type | Host | Points to | TTL | | ----- | --------- | --------- | --- | | CNAME | affiliate | jaka.app | 600 | This means: * `affiliate.yourdomain.com` → Jaka Affiliate Landing Page *** * **Wait for DNS to Take Effect** After saving: * DNS updates may work in a few minutes * In some cases, it may take up to 24 hours This delay is normal and outside Jaka’s control. *** * **How to Check If the CNAME Is Working** You can verify your setup using a free tool: 👉 How to check: 1. Enter your full subdomain\ Example: `affiliate.yourdomain.com` 2. Click **CNAME Lookup** 3. Check the result ✅ If the result shows **`jaka.app`**, your setup is correct\ ❌ If not found, wait a bit and try again later
*** After that, please contact the support team Jaka app (at[ hi@tipo.io](mailto:hi@tipo.io)) or open chatbox in the app to let the technical team help you set up further and activate the custom domain. *** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Affiliate Signup Link ### 🧩 What Is the Affiliate Signup Link? After you create a campaign, Jaka automatically generates an **Affiliate Signup Link**. This link allows people to **register as affiliates for a specific campaign**. Each campaign will have a specific affiliate registration form to share to affiliates. When someone opens this link: * They see a signup form * They register as an affiliate * They are automatically linked to the selected campaign * Their affiliate account is created in Jaka
### ⚙️ Where to Find the Affiliate Signup Link 1\. Open the app > click **Campaigns** > open a particular campaign 2\. Find the Register campaign link on the right
You can share the link anywhere, for example: * Email * WhatsApp / Telegram * Social media * Influencer outreach * Your website or landing page Anyone who signs up using this link will be registered only for that campaign. **Note**: in case you have multiple campaigns, the affiliate registration form showing on Home would be the form of your default campaign.
*** #### **Still need support?** If you still need help, please feel free to contact us at . We’ll be happy to assist you further. # Branding & Logo The **Branding** settings let you control how your brand appears across all **affiliate-facing pages**, including portals and emails.\ This helps affiliates recognize your brand and creates a professional, consistent experience. Steps to add logo 1. Open the app > go to **Settings** > **Branding** 2. In **Media** section, cick (+) icon to add image 3. Click **Save**
*** ### 🖼 Media Settings You can upload the following brand assets: #### Logo * Displayed on affiliate portal pages * Appears in headers and key sections * Recommended format: **PNG or JPG** * Minimum width: **512px**
#### Favicon * Shown in the browser tab of affiliate pages * Helps affiliates quickly identify your portal * Recommended: square image (PNG or JPG) #### Banner * Used on affiliate landing or portal pages * Ideal for promotions, brand visuals, or campaigns * Recommended width: **512px or larger** > 💡 **Tip:** Use high-quality images with consistent colors to match your main store branding. # Edit footer menu The **Footer Menu** lets you control the links shown at the bottom of your affiliate landing page, such as **About us**, **Terms & Conditions**, or **Register affiliate**. #### Steps to manage 1 Open the app > click **Portals** > click **Customize** buttonn of landing page template
2\. Scroll down to bottom > click **Footer**
3\. Click **Customize menu** > click edit icon > change text and link of the menu item as you want
4\. Click **Save** Check the result on the store
# Google reCAPTCHA Setup Google reCAPTCHA helps protect your affiliate forms from spam and automated bots.\ Once enabled, it adds a verification step to your affiliate registration page. * You create reCAPTCHA keys in **Google reCAPTCHA Admin** * You paste the keys into **Jaka Affiliate Marketing** * Add the recaptcha block to the page * reCAPTCHA is automatically applied to affiliate signup forms *** ### ⚙️ Step 1: Create reCAPTCHA Keys in Google 1\. Sign in your Google account. > Visit the [reCAPTCHA Admin Console](https://www.google.com/recaptcha/admin) 2\. Click on the “**+**” button or visit [this link](https://www.google.com/recaptcha/admin/create) to register a new site directly
3\. Enter a **label** for this new site. This label will help you to identify the site in the future.
4\. Choose the **reCAPTCHA type** The available options are: * **reCAPTCHA v2:** The reCAPTCHA v2 requires clicking the “I’m not a robot” checkbox and submitting an image recognition challenge. But, if you choose the “**Invisible reCAPTCHA badge**” option, Google will validate the request in the background. * **reCAPTCHA v3:** The reCAPTCHA v3 runs in the background and generates a score based on a user’s behavior on your site. If the score is satisfactory, Google won’t bother the user with any verification challenge.
5\. Enter the **Domains**: add the domain names for your website where you want to use reCAPTCHA. You can enter multiple valid domains here. For example: The page I want to add reCAPTCHA is . I'll add the domain [booking-nga.jaka.app](https://booking-nga.jaka.app/register) to the reCAPTCHA config. 6\. Then accept the reCAPTCHA terms and click on the **SUBMIT** button 7\. You’ll get your Site Key and Secret Key right after clicking on the ‘Submit’ button
*** ### ⚙️ Step 2: Add Keys to Jaka Affiliate Marketing 1\. Open the app > click **Settings** > **Third-Party integration** 2. In Google **reCAPTCHA**, click **Set up** 3. Add **Site key** and **Secret key** of reCAPTCHA 4. Click **Save**
*** ### ⚙️ Add reCaptcha Block to Landing Page 1. From the app menu on left side, click **Portals** 2. Click **Customize** button of the page template you want to edit 4\. Click **Add items** > add **reCAPTCHA** element > **Save** 5\. Preview the page to check the the result
*** ### ▶️ Tutorial video {% embed url="" %} *** # Creatives ### ℹ️ What Are Creatives? Creatives are promotional materials you provide to affiliates to help them promote your products. Affiliates can use creatives in ads, social media, blogs, or emails. Creatives are marketing assets such as: * Product images * Promotional banners * Visual content for campaigns Each creative belongs to a specific campaign. #### 📁 Supported Creative Types * Image files (JPG, PNG, GIF) * Image links (hosted externally) *** ### ⬆️ How to Upload a Creative 1. Go to **Jaka Affiliate Marketing** app > click **Creatives** 2. Click **Upload creative** 3. Enter: * **Creative name** * **Campaign** 4. Choose the creative type: * File upload * Link image resource 5. Upload the file or paste the image link 6. Click **Save**
*** ### 👥 How Affiliates Use Creatives * Affiliates see creatives in their **Affiliate Portal** * They can download or copy the creative * Creatives are grouped by campaign [Learn more](https://docs.jaka.app/shopify/affiliate-dashboard-and-guides/affiliate-portal/affiliate-portal-creatives) *** # Sales Overview The **Sales** section shows all affiliate-related sales generated in your store.\ This is where you can review commissions, approve or reject sales, add manual sales, and export data. Sales can be created automatically from affiliate activity or manually by admins. *** ### ✅ What you can do in the Sales section * View all affiliate sales in one place * Check sale status (Pending, Accepted, Rejected, Paid) * Approve or reject sales * Add sales manually * Filter, search, and sort sales * Export sales data * View detailed commission breakdowns
*** #### Sale statuses explained * **Pending** – Sale is waiting for review * **Accepted** – Sale is approved and commission is valid * **Rejected** – Sale is rejected (no commission) * **Paid** – Commission has been paid to the affiliate *** ### ⚙️ How Sales Are Created Sales in Jaka can be created in multiple ways, depending on how affiliates promote your store.
*** #### 1️⃣ Affiliate referral link When a customer purchases through an [affiliate referral link](https://docs.jaka.app/shopify/affiliate-managment/manage-affiliates/edit-affiliate-referral-link), a sale is created automatically. * Tracking by: **Link** * Linked to a Shopify order * Commission calculated based on campaign rules
*** #### 2️⃣ Affiliate discount code When a customer uses an [affiliate’s discount cod](https://docs.jaka.app/shopify/campaign-setup/campaign-discounts#where-to-find-the-discount-code)e at checkout: * Tracking by: **Discount** * Sale is created automatically * Commission is based on the order total *** #### 3️⃣ Network (MLM) sales If [multi-level marketing (MLM) ](https://docs.jaka.app/shopify/campaign-setup/multiple-level-marketing-mlm#how-mlm-works)is enabled: * Parent affiliates receive commission from sub-affiliate sales * Tracking by: **Network** * Commission is calculated by MLM levels
*** #### 4️⃣ Bonus sales Admins can reward affiliates with bonus commissions. * Tracking by: **Bonus** * No order required * Useful for incentives or promotions *** #### 5️⃣ Manual sales Admins can manually add a sale: * Based on an existing order **or** * A fixed commission amount
# Create a Sale manually Step to manage Creating a sale manually allows admins to add affiliate commissions by hand when a sale is not tracked automatically. This is useful for special cases such as offline sales, missing tracking, or bonus rewards. ### ⚙️ Steps to Create a Sale Manually 1. Go to **Jaka Affiliate Marketing > Sales** 2. Click **Add sale** 3. Choose how to create the sale: * **Existing order** * **Fixed amount** 4. Complete the required fields 5. Click **Save**
Result
*** ### 🧾 Option 1: Existing Order Use this option when the sale already exists in Shopify. **What you need to enter:** * Shopify **Order number** * Affiliate **How it works:** * The app links the sale to an existing order * Commission is calculated based on campaign rules * Order details are pulled automatically
*** ### 💰 Option 2: Fixed Amount Use this option when there is no Shopify order, or when you want to add a custom commission. **What you need to enter:** * Affiliate * Commission amount **How it works:** * The sale is created without an order * The commission amount is fixed * Useful for bonuses or special rewards
*** ### 🔄 What Happens After Creating a Manual Sale? * The sale appears in the **Sales list** * Default status is **Pending** (based on your setting in the campaign) * You can: * Approve * Reject * Mark as Paid * The affiliate will see the sale in their dashboard once approved # View & Understand a Sale (Sale Details) Click any sale to open the **Sale Details** page. This page shows everything related to that sale.
*** ### ⚙️ Order information * Order number (if available) * Purchased products * Product price and quantity * Order total *** ### ⚙️ Commission breakdown * Campaign applied * Commission type (percent or fixed) * Commission per product * Total commission earned This helps you understand **exactly how the commission was calculated**. *** ### ⚙️ Affiliate information * Affiliate name * Email address * Referral method (link, discount, network, manual) *** ### ⚙️ Customer information * Customer name * Email * Shipping & billing address (if available) *** ### ⚙️ Sale status controls You can: * Mark sale as **Accepted** * Mark sale as **Pending** * Mark sale as **Rejected**
# Manage Sales You can add sales, update statuses, filter results, export data, and remove invalid sales. ### ➕ Add a Sale Manually Use this when a sale is not tracked automatically or when you want to reward an affiliate manually. **Steps:** 1. open the app > go to **Sales** 2. Click **Add sale** 3. Choose one option: * **Existing order** – enter the Shopify order number * **Fixed amount** – manually enter a commission value 4. Select an affiliate and campaign 5. Click **Save**
*** ### 🔄 Change Sale Status You can update the sale status at any time. Available statuses: * **Pending** – Waiting for review * **Accepted** – Approved and commission is valid * **Rejected** – Invalid sale, no commission * **Paid** – Commission has been paid **How to change status:** * From the sales list (bulk update) * From the sale detail page
*** ### 🔍 Filter & Search Sales Filters help you quickly find specific sales. You can filter by: * Affiliate * Sale status * Date range Use the search bar to find sales by **affiliate name**.
*** ### ↕️ Sort Sales Sort sales to review data more efficiently. Sort by: * Date * Commission amount Order options: * Oldest to newest * Newest to oldest
*** ### 📤 Export Sales Data Export sales data for reporting or payouts. **Steps:** 1. Click **Export** 2. Choose what to export: * Current page * Selected sales * All sales 3. Download as a **CSV file**
*** ### 🗑 Delete Sales Remove incorrect or invalid sales permanently. **Steps:** 1. Select one or more sales 2. Click **Delete** **⚠️ Warning:**\ Deleted sales cannot be restored, and their commissions will be removed permanently.
# Accept sales This guide explains how sales are accepted automatically or manually, and how to choose the best option for your affiliate campaign. **Sales** must be accepted before commissions are finalized and payouts can be processed. ### ⚙️ Manually Accept a Sale If **Auto approved order** is disabled, sales will be created with a **Pending** status and must be reviewed manually.
#### **Steps to manage** 1\. Open the app > click **Sales** 2\. Click on a sale to open a **pending** sale
3\. Review the sale: check affiliate name, order number and total, confirm commission amount 4. Click **Mark as accepted.**
Once accepted: * Sale status changes from **Pending → Accepted** * Commission becomes valid * Sale is included in payouts #### 💡 When to use manual acceptance * You want to review each sale * You work with new affiliates * You need to prevent fraud or self-referrals *** ### ⚙️ Automatically Accept a Sale When **Auto approved order** is enabled, sales will be accepted automatically.
*** #### ⚙️ How to enable automatic sale acceptance 1. Go to the app > click **Campaigns** 2. Open a campaign 3. In **Commission rules**, enable **Auto approved order** 4. Click **Save** Once enabled: * New sales are accepted automatically * No manual action is required * Commissions are approved as soon as the order is created *** #### ✅ What happens when auto-accept is enabled * Sale status is set to **Accepted** * Commission is calculated immediately when order is created * Sale is ready for payout *** #### 💡 When to use automatic acceptance * You trust your affiliates * You want to save time * You don’t need to review orders manually # Payout overview Pay your affiliates The **Payouts** section helps you track, manage, and complete commission payments to your affiliates.\ All payouts are created based on approved sales and can be paid outside the **Jaka** app. *** ### ℹ️ What Is a Payout? A **payout** is a group of approved affiliate commissions that you are ready to pay. Each payout includes: * One affiliate * One or more approved sales * The total commission amount to be paid Payouts make it easier to manage payments instead of paying each sale one by one.
*** ### 🔄 How Payouts Work The payout flow in Jaka is simple: 1. A sale is created 2. The sale is approved 3. The sale appears in **Pending Payouts** 4. You check the payout detail and pay the affiliate outside the app 5. You mark the payout as **Paid** {% hint style="info" %} **Important**: Jaka does **not** process payments automatically. You control when and how affiliates are paid. {% endhint %} *** ### 📌 Payout Statuses Payouts have two main statuses: * **Pending**\ The payout is ready to be paid but hasn’t been completed yet. * **Paid**\ The payout has been completed and marked as paid. These statuses help you quickly see which affiliates still need to be paid.
*** ### ✅ What You Can Do in the Payouts Section From the **Payouts** page, you can: * View all pending and paid payouts * Search payouts by affiliate * Sort payouts by date * Export pending payouts for accounting * Create and mark payouts as paid *** ### ✅ When to Use Payouts Use payouts when: * You’re ready to pay affiliates * You want clear records of commissions paid * You need an easy way to track unpaid vs paid commissions # View & Understand a Payout This guide explains how to open a payout and understand all the information shown, so you know who is being paid, for what sales, and how much. ### ⚙️ How to Open a Payout 1. Go to the app > click **Payouts** 2. Click on a payout from the list
*** ### ⭐ Sales Included in This Payout Each payout includes one or more approved sales. For each sale, you can see: * Order number * Date created * Revenue * Commission amount These sales are automatically grouped when you create a payout.
*** ### ⭐ Affiliate Information At the top of the payout, you’ll see the affiliate details: * Affiliate name * Affiliate email * Payment method (for example: PayPal) * Payment account information This tells you **who will receive the payment**.
*** ### ⭐ Commission Summary At the bottom of the payout, you’ll see **Total commission** This is the final amount you need to pay the affiliate.
*** ### ⭐ Notes & Messages When creating or reviewing a payout, you may see: * **Note (internal)**\ Only visible to you. Use this for transaction IDs or internal records. * **Message to affiliate**\ Visible to the affiliate. Use this to explain payment details. *** ### ⭐ Payout Status Each payout has a clear status: * **Pending** – Waiting to be paid * **Paid** – Mark it is as **Paid** if you pay the affiliate commission manually
{% hint style="info" %} **Note** * A payout can only include approved sales * Payments are made outside the Jaka app {% endhint %} # Manage Payouts (Filter, Export & Sort) This guide shows how to manage payouts efficiently by searching, filtering, sorting, and exporting payout data. ### ⚙️Access the Payouts Section 1. Go to **Jaka Affiliate Marketing** app > open **Payouts** 2. You will see two tabs: * **Pending** – payouts waiting to be paid * **Paid** – completed payouts
*** ### 🔎 Search & Filter Payouts You can quickly find payouts using the search bar. #### Search by: * Affiliate name * Affiliate email You can also: * Apply filters * Clear all filters to return to the full list
*** ### ↕️ Sort Payouts You can sort payouts to find what you need faster. #### Available sort options: * **Date** * **Oldest → Newest** * **Newest → Oldest** This helps you review recent payouts or older records easily.
*** ### 📤 Export Pending Payouts You can export payout data for accounting or payment processing. #### How to export: 1. Click **Export pending payouts** 2. Choose what to export: * Current page * All pending payouts 3. Click **Export payouts** to confirm the action
# Paying Affiliates Paying affiliates is the process of sending earnings (commissions) to your affiliates after their **sales** are approved. In Jaka, **payouts** are not paid automatically — you (the admin) review payout amounts and complete payment manually. ### ⚙️ How Paying Works {% stepper %} {% step %} #### Sales are created (from tracked orders or manual sales).
{% endstep %} {% step %} #### Sales move through statuses (for example: Pending → Accepted).
{% endstep %} {% step %} #### When sales are ready to pay, they appear in Payouts as Pending.
{% endstep %} {% step %} #### You review payouts and then pay affiliates manually (outside the app or via PayPal in-app) {% endstep %} {% step %} #### After you confirm payment, the payout is marked as Paid.
{% endstep %} {% endstepper %} *** ### 🧭 Which Option Should I Use? Jaka offers two ways to pay affiliates: * Option 1 — Pay Outside the App * Option 2 — Pay In-App (PayPal)
FeaturePay Outside the AppPay In-App (PayPal)
Payment methodAny method (bank transfer, Wise, cash, etc.)PayPal only
Payment happens whereOutside Jaka (external tools)Inside Jaka
PayPal integration required❌ No✅ Yes
Affiliate payment infoCollected manually by adminPayPal email used
Admin action requiredPay externally, then mark as paidReview and confirm payment
Automatic payouts❌ No❌ No
Payout confirmationManual (admin marks as paid)Automatic after PayPal confirmation
Best forFlexible or local payment methodsFast PayPal-based payouts
Control levelFull manual controlGuided but still manual
*** ### 🔗 Related Guides * [Pay outside the app (external methods)](https://docs.jaka.app/shopify/~/revisions/JxSemPISOdDpNt1p34uB/payouts/paying-affiliates/pay-affiates-outside-jaka-app) * [Pay in-app with PayPal](https://docs.jaka.app/shopify/~/revisions/JxSemPISOdDpNt1p34uB/payouts/paying-affiliates/pay-affiliates-in-app-with-paypal) # Pay affiliates in app with PayPal Currently Jaka app allows connect the app to your PayPal account so you can directly pay for the affiliates in the app. Integrate the PayPal account with the app and use it when you check payouts. ### ✅ How Paying Affiliates Works Jaka does not pay affiliates automatically. Instead: 1. Affiliates earn commissions from approved sales 2. You review pending payouts 3. You manually confirm and send payments Using PayPal In-App payments lets you: * Pay affiliates faster * Keep payout records in one place * Mark commissions as **Paid** automatically *** ### ⚙️ Step 1: Get PayPal API Credentials To enable in-app payments, you’ll need **Client ID** and **Client Secret** from PayPal. 1. Log into your PayPal [here](https://developer.paypal.com/dashboard/) and click on **Log into Dashboard** 2. Make sure that the toggle “**Live**” is on and the option **Payouts** is selected
Note: On the **My Account** page, scroll down to the **Permissions** section > **Payouts**. If there's a green checkmark in the "Live" column for Payouts, it means that Live Payouts has been enabled for your account. But if there isn't, you will see the “Enable...” link to click through and provide the required information for PayPal to enable it.
3. Open **My Apps & Credentials** 4. Create a new **REST App** Start by assigning a PayPal app name. Click on the blue “Create App” button to proceed. A short form will appear.
5. Copy the **Client ID** and **Secret Key**
> 💡 Tip: Use a **PayPal Business account** to avoid payment limits *** ### ⚙️ Step 2: Connect PayPal to Jaka 1. Open the app > click **Settings** > **Third-party integration** 2. In **Payment with PayPal** > click **Connect** button
3. Paste: * **Client ID** * **Client Secret** 4. Create an **App Password** (used to confirm payouts)
5. Click **Save** to complete the integration *** ### ⚙️ Step 3: Collect Affiliate Payment Information To receive payments, affiliates must provide their **PayPal email**. This happens automatically when: * Affiliates complete their **profile in affiliate Dashboard** * They select **PayPal** as their payment method You don’t need to request payment info manually.
*** ### ⚙️ Step 4: Review Pending Payouts Before paying, always review payouts: 1. Go to **Payouts** > open the **Pending** tab 2. Check: * Affiliate name * Total sales * Commission amount This ensures accuracy before sending money.
*** ### ⚙️ Step 5: Pay Affiliates with PayPal When you’re ready to pay: 1. Select one or more pending payouts 2. Click **Mark as paid** 3. Review payment details 4. Confirm payment Once completed: * Payment is sent via PayPal * Payout status changes to **Paid** * Affiliates see the update immediately
*** ### ✅ What Happens After Payment? * Commission is marked **Paid** * Affiliate receives PayPal funds *** ### ▶️ Tutorial video {% embed url="" %} # Pay affiates outside Jaka app When you choose to pay affiliates outside of Jaka, the app helps you collect payment details, track payouts, and mark commissions as paid, while the actual money transfer happens in your own payment tool (bank, PayPal, Payoneer, etc.). Jaka does **not** automatically send money, you stay in full control. *** ### ✅ How This Flow Works 1. You set up a custom payment method in the app 2. Affiliates enter their payment details in their dashboard 3. You review payout information in the admin panel 4. You pay affiliates externally (bank, PayPal, etc.) 5. You mark the payout as **paid** in Jaka This keeps your records accurate without forcing any payment provider. *** ### ⚙️ Step 1: Add a Custom Payment Method (Admin) Create the payment method you want to use (for example: **Sungold bank account**). You decide: * Payment method name (e.g. *Bank Transfer*) * What information affiliates must provide * Email * Bank name * Account number * Phone number, etc. ⇒ These fields become a form affiliates must fill in. 1. Go to the app > click **Settings** > **Payment** 2. Click **Add custom payment method**
3. Add fields to collect payment details from affiliates
4. Click **Save** The payment method will be option of the options affiliate can select to receive commission.
*** ### ⚙️ Step 2: Affiliates Enter Their Payment Information Where to set: **Affiliate dashboard → Settings → Payment** Affiliates: * Select the payment method you created * Fill in their payment details (exactly the fields you defined) * Save their information This ensures you always see the correct payout details before paying.
*** ### ⚙️ Step 3: Review Payout Details in Admin Where to set: Admin dashboard → **Payouts** When a payout is created, you can see: * Affiliate name * Total commission * Selected payment method * All payment details provided by the affiliate
*** ### ⚙️ Step 4: Pay the Affiliate Outside Jaka Use your own payment tool, such as Sungold bank and pay them manually outside the app. {% hint style="info" %} Jaka does **not** process the payment, it only tracks it. {% endhint %} Example: > You send $100 to the affiliate via your bank to affiliate back account. *** ### ⚙️Step 5: Mark the Payout as Paid After you’ve completed the payment: 1. Open the payout in Jaka 2. Confirm that the payment was made outside the app 3. Click **Mark as paid** This: * Updates the payout status * Marks commissions as paid * Keeps your records clean and accurate
*** # FAQs ### ❓ Does Jaka automatically pay affiliates? No.\ Jaka does not automatically send money to affiliates. You (the admin) must: 1. Review payouts 2. Pay affiliates manually (inside or outside the app) 3. Mark payouts as **Paid** This gives you full control over every payment. *** ### ❓ What payment options are available? You can choose one or both of the following options: * **Pay outside the app** (bank transfer, PayPal, Payoneer, etc.) * **Pay in-app with PayPal** (via PayPal integration) You decide which method to use for your program. *** ### ❓ What does “Pay outside the app” mean? It means: * Jaka collects and stores affiliate payment information * You send money using your own payment tool * You mark the payout as paid in Jaka afterward Jaka helps with tracking, not transferring funds. *** ### ❓ What does “Pay in-app with PayPal” mean? When PayPal is connected: * You can send payments directly from Jaka using PayPal * The payout is marked as paid automatically * Affiliates receive the money via PayPal This option requires PayPal setup in **Settings → Third-party integration**. *** ### ❓How do affiliates provide their payment information? It depends on the payment method: * **PayPal in-app**:\ Affiliates connect their PayPal email * **Pay outside the app**:\ Affiliates fill in the payment fields you define (bank info, email, phone, etc.) Affiliates update this in their **Affiliate Dashboard → Payment Settings**. *** ### ❓ Where can I see an affiliate’s payment details? You can view payment information: * Inside each **payout detail** * Before marking a payout as paid This ensures you always pay to the correct account. *** ### ❓Can I export payouts? Yes.\ You can export: * Pending payouts * Paid payouts Exports are available as **CSV files** for accounting or reporting. *** ### ❓ Can I pay affiliates individually or in bulk? You need to check **Payouts** of each affiliate and pay them. *** ### ❓ Is affiliate payment information secure? Yes. * Payment details are only visible to admins * Affiliates can only edit their own information * Sensitive data is not shared publicly *** ### ❓ Which payment option should I choose? Choose **Pay outside the app** if you: * Use bank transfers or local payment methods * Want maximum flexibility * Prefer manual control Choose **Pay in-app with PayPal** if you: * Want faster payouts * Prefer automation * Already use PayPal for payments You can also use both options together. # Affiliate portal What affiliates see and use ### ℹ️ What is the Affiliate Portal? The **Affiliate Portal** is a dedicated dashboard where affiliates can track performance, get referral links, and manage payouts — all in one place. The Affiliate Portal is where affiliates: * View their earnings and performance * Access referral links and creatives * Track sales and commissions * Manage payout information * Follow setup steps to start promoting faster This portal helps affiliates work independently without needing help from the store admin. *** ### 📊 Dashboard (First Page Affiliates See)
The **Dashboard** gives affiliates a quick snapshot of their performance: * **Commission** – total earnings * **Revenue** – sales generated * **Orders** – number of referred orders * **Clicks** – referral link traffic * **Charts** – commission trends and visitor devices A built-in **Setup Guide** helps new affiliates complete key steps like: * Sharing their referral link * Tracking sales * Getting paid *** ### 🔗 Products & Referral Links
Copy link here
Affiliates can: * Browse available products * Generate unique referral links * Copy links instantly for sharing on social media, blogs, or ads Every link is automatically tracked by the system. *** ### 🎨 Creatives
The **Creatives** section provides ready-to-use marketing materials, such as: * Banners * Images * Promotional content Affiliates can download or copy these assets to promote your brand consistently. *** ### 💰 Sales & Commissions
In the **Sales** section, affiliates can: * View all referred orders * Check commission amounts * See sale status (pending, approved, paid) * Open sale details for more information This keeps earnings transparent and easy to understand. *** ### 💸 Payouts
The **Payouts** section shows: * Available commissions * Paid payouts * Payment history Affiliates can also see when payouts are processed by the store admin. > 💡 Payments are reviewed and paid manually by the store admin — they are not automatic. *** ### ⚙️ Settings
Affiliates can manage: * Profile information * Payment details (PayPal, bank info, or custom methods) * Language preferences Keeping this information up to date ensures smooth payouts. *** # Affiliate Portal - Dashboard The **Dashboard** is the first page affiliates see after logging in. It provides a quick overview of performance, earnings, and next steps. *** ### 📊 Performance Overview
At the top of the dashboard, affiliates can see key metrics: * **Commission** – total earnings * **Revenue** – total sales generated * **Orders** – number of referred orders * **Clicks** – total referral link clicks These metrics update automatically based on tracked activity. *** ### 📈 Charts & Insights
The dashboard includes visual charts that help affiliates understand: * Commission trends over time * Visitor device breakdown (desktop, tablet, mobile) *** ### ✅ Setup Guide
The **Setup Guide** helps new affiliates get started quickly. It shows required steps such as: * Sharing a referral link * Tracking sales * Completing payout setup Progress is saved automatically as steps are completed. ### 📢 Campaign & Commission Overview At the top of the dashboard, affiliates can see: * **Active campaign name** (e.g. *Summer 2024*) * **Commission rate** (example: 10%) * **Discount code** assigned to the affiliate * Commission rules applied: * Self-referral allowed * Discount included * Shipping included * Taxes included On the right, commission totals are grouped by status: * **Pending** – commissions waiting for approval * **Approved unpaid** – ready to be paid * **Paid** – commissions already paid *** ### 🏆 Rank Progress & Tier Growth This section shows how close the affiliate is to reaching the **next commission tier**. Affiliates can see: * Current progress percentage * Target tier (e.g. *Spring 2025 – 20% commission*) * Total commission earned vs required amount This motivates affiliates to increase sales to unlock higher commission rates. *** ### 🔝 Top Sales Performance
The **Top Sales** section highlights the affiliate’s highest-earning orders. Each row includes: * Sale ID * Sale status (e.g. Accepted) * Order date * Commission earned Affiliates can click **View more** to see the full sales list. *** ### 🌐 Network & Referral Sharing Affiliates can grow their earnings by inviting others to join the program. This section includes: * A **network referral link** * Quick-share buttons for social platforms * A short explanation of network commissions Affiliates earn additional commissions from sales made by affiliates they recruit. *** ### 👥 Recruited Distributors This area shows: * Affiliates recruited into the network * Their name and email * Relationship level (e.g. “You” for direct recruits) It helps affiliates track and grow their referral network. # Affiliate Portal - Products The **Products** section allows affiliates to browse what they can promote and generate referral links. *** ### 🛍️ Browse Available Products
Affiliates can: * View all available products * See product names and images * Choose products that fit their audience *** ### 🔗 Generate Referral Links Each product includes a **unique referral link** that: * Tracks clicks, orders, and commissions * Can be shared on social media, blogs, ads, or email Links are ready to use — no setup required. # Affiliate Portal - Sales ### 🧾 Sales List
Each sale includes: * Order ID * Order date * Revenue * Commission earned * Sale status (pending, approved, paid) *** ### 🔍 Sale Details
Clicking a sale opens detailed information, helping affiliates understand: * How the sale was tracked * Commission calculation * Payment status # Affiliate Portal - Payouts The **Payouts** section helps affiliates track when and how they get paid. *** The **Payouts** page lets affiliates track when and how they get paid for their commissions. It provides clear visibility into **payout status, payment method, and payment history**, so affiliates always know where their earnings stand. *** ### 📋 Payout List Overview On this page, affiliates can see a list of their payouts with key information: * **Payout ID** – unique identifier for each payout * **Status** – shows whether the payout is: * Paid * Pending (if not yet completed) * **Amount** – total commission paid * **Date created** – when the payout was processed This list helps affiliates quickly confirm if a payment has been completed. *** ### 🔍 View Payout Details
Affiliates can click the **details icon** on the right side of a payout to view full payout information. The payout detail includes: * **Payout status** (e.g. Paid) * **Affiliate name & email** * **Payment method** (for example: PayPal) * **Date and time** the payout was created * **Total amount paid** This gives affiliates a clear record for tracking and personal accounting. *** ### 💳 Payment Method Transparency The payout detail clearly shows which payment method was used (such as PayPal). This helps affiliates: * Confirm they were paid using the expected method * Match payouts with their external payment account * Avoid confusion or disputes about payments *** ### ✅ What Affiliates Should Know * Payouts are processed by the merchant, not automatically * Once a payout is completed, it will appear as **Paid** * Affiliates can always review past payouts from this page * Payout details cannot be edited by affiliates (read-only for transparency) # Affiliate Portal - Creatives The **Creatives** section provides ready-made promotional assets to help affiliates promote more effectively. *** ### 🎨 Available Marketing Assets
Affiliates can access: * Banners * Images * Promotional visuals These assets are designed to match your brand and improve conversion. *** ### 📤 Use Creatives Anywhere Affiliates can: * Download creatives * Copy links or embed assets * Use them across websites, social media, or ads # Affiliate Portal - Settings The **Settings** section allows affiliates to manage their account and payment information. *** ### 👤 Profile Information
Affiliates can update: * Name * Email * Basic account details *** ### 💳 Payment Information
Affiliates can: * Select a payment method (PayPal, bank transfer, or custom) * Enter required payment details * Update information anytime Keeping this information accurate ensures smooth payouts. # Quick Guide for Affiliates This guide helps you set up your affiliate account and start earning commissions in just a few steps. {% stepper %} {% step %} ### Access Your Affiliate Portal * Open the **affiliate portal link** provided by the merchant * Log in using your email and password * You’ll land on the **Dashboard**, where you can see: * Commission * Revenue * Orders * Clicks
{% endstep %} {% step %} ### Complete Your Settings Before promoting, make sure your account is ready. 1. Go to **Settings** 2. Check your personal information 3. Add or update your **payment details** 4. Save your changes 💡 You won’t be paid until your payment information is completed.
{% endstep %} {% step %} ### Get Your Referral Link Your referral link is how sales and commissions are tracked. 1. Go to **Dashboard** or **Products** 2. Copy your **unique referral link** 3. Use this link whenever you promote
{% endstep %} {% step %} ### Choose Products to Promote * Open **Products** * Browse available products or campaigns * Copy the referral link for any product you want to promote
{% endstep %} {% step %} ### Start Promoting You can share your referral link on: * Social media (Instagram, TikTok, Facebook, X) * Websites or blogs * Email or messaging apps * Online communities 💡 Focus on sharing value, not just links. {% endstep %} {% step %} ### Track Your Performance Once you start promoting: * View clicks and sales in **Sales** * Check commission status (pending, approved, paid) * Track payouts in **Payouts**
{% endstep %} {% endstepper %} # Find your referral links Your referral links are how sales and commissions are tracked. Every time someone clicks your link and makes a purchase, you earn commission. You can find your referral link in two main places in the Affiliate Portal. ### 🔗 Option 1: From the Dashboard 1. Go to **Dashboard** 2. Look for the **Share referral link** section 3. Click **Copy** to copy your link This is the fastest way to start promoting.
*** ### 🔗 Option 2: From the Products Page (Per Product Link) Use this option if you want to promote **specific products**. 1. Go to **Products** 2. Choose a product you want to promote 3. Copy the **product referral link** This link tracks sales for that specific product.
*** ### 🔄 How Referral Links Work * Each link is unique to your account * Sales made through your link are tracked automatically * You don’t need to set up anything manually 💡 Always use your referral link when sharing products. *** ### ⚙️ Where You Can Share Your Referral Link You can share your referral link on: * Social media (Instagram, TikTok, Facebook, X) * Blogs or websites * Email newsletters * Messaging apps (WhatsApp, Messenger, Telegram) * Online communities 📸 *Optional screenshot: Share icons or link example* *** ### ⚠️ Important Notes * Do not edit or shorten the link unless allowed by the merchant * Always follow the program’s promotion rules * Only sales through your referral link earn commission # Promotion resources In Jaka Affiliate Marketing, everything you need to promote is already prepared for you. This guide shows what you can use and where to find it. ### ⭐ Referral Links Your referral link is the main way to track sales and commissions. You can find it in your affiliate profile under **Promote**. What you’ll see: * **Referral link** – your full tracking link * **Short link** – easy to share on social media * **QR code** – useful for offline or mobile sharing
👉 Use your referral link whenever you share products. *** ### ⭐ Discount Code Some programs give you a **personal discount code**. * Customers get a discount * You still earn commission * Sales are tracked automatically You can find your discount code in the **Discount** section.
💡 Tip: Share both your **link + discount code** to increase conversions. *** ### ⭐ Product Pages You can promote: * The entire store * A specific collection * A single product Use product-specific links if you want to focus on one item.
*** ### ⭐ Creatives (If Available) Some programs provide ready-made creatives, such as: * Banners * Images * Marketing materials You can find them in the **Creatives** section.
These are optimized for better performance — no design work needed. *** ### ⚙️ Where to Share Your Resources You can use your promotion resources on: * Instagram, TikTok, Facebook, X * Blogs and websites * Email newsletters * WhatsApp, Messenger, Telegram * Online communities Always use your **referral link or discount code** so sales are tracked correctly. *** ### ⚠️ Important Notes * Do not change or remove tracking parameters * Follow the program’s promotion rules * Only tracked links and codes earn commission # Start promoting You’re ready to start earning commissions.\ This guide shows simple ways to promote products and get your first sale. *** ### ⚙️ Step 1: Choose What to Promote Start with: * Products you like or already use * Best-selling or featured products * Campaigns with discounts or higher commissions
*** ### ⚙️ Step 2: Share Your Referral Link Use your **referral link or discount code** whenever you promote. Best places to start: * Social media bio (Instagram, TikTok, X) * Personal messages to friends or customers * Facebook groups or online communities * Blog posts or short reviews
💡 Tip: Always test your link before sharing. *** ### ⚙️ Step 3: Add a Short Message Don’t just drop a link — add context. Examples: * “I’ve been using this and love it 👇” * “Use my code **SAVE10** for a discount” * “This is one of my favorite products right now” Authentic messages convert better than hard selling. *** ### ⚙️Step 4: Use Discounts (If Available) If you have a discount code: * Mention it clearly * Highlight the benefit to the customer * Combine it with your referral link
Discounts help increase clicks and sales. *** ### ⚙️ Step 5: Track Your Results After sharing: * Check **Sales** to see orders * Check **Dashboard** for clicks and commissions * Improve what works best
# Admin email notifications Admin Email Notifications are emails sent **to you (the store owner or admin team)** to keep you informed about important affiliate activity. These emails help you: * Know when new affiliates sign up * Track new sales and conversions *** ### ✅ How Admin Email Notifications Work 1. An affiliate action happens\ (for example: new affiliate signup or new conversion) 2. Jaka triggers an admin notification email 3. The email is sent to the admin email addresses you set > You can choose which emails to receive and who receives them. *** ### ⚙️ Where to Manage Admin Emails Go to: Go to the app > click **Notifications** on the left menu > click **Merchant** tab Here you can: * Set admin email recipients * Choose which events send emails * Edit email subject and content * Select the email provider
*** ### ⚙️ Step 1: Set Admin Email Recipients In the **Admin emails** field: * Enter one or more email addresses * Separate multiple emails with commas Example: ``` jaka@gmail.com, jaka2@gmail.com ``` 📌 All listed emails will receive admin notifications.
*** ### ⚙️ Step 2: Choose When to Send Admin Emails Under **Send notification to merchant when**, select the events you want emails for. #### Available Admin Triggers * ✅ **New affiliate registration**\ → When a new affiliate applies or signs up * ✅ **New conversion**\ → When an affiliate generates a new order You can enable one or both depending on how closely you want to monitor activity. 📌 Changes are saved automatically. *** ### ⚙️ Step 3: Edit Admin Email Content On the right side of the screen, you can customize the email. #### You can edit: * **Email subject** * **Email content (body)** Example subject: ``` Your affiliate made new conversion ``` Example content: ``` Your affiliate made new conversion with order number: {{ order.number }}. You can also see details by going to Shopify Apps > Affiliate marketing > Sales. ```
*** ### ⚙️ Step 4: Use Email Variables You can insert **dynamic variables** to show real data in emails. #### Common Variables Used in Admin Emails **Shop** * `{{ shop.name }}` * `{{ shop.domain }}` * `{{ year }}` **Affiliate** * `{{ affiliate.name }}` * `{{ affiliate.email }}` * `{{ affiliate.refLink }}` * `{{ affiliate.discountCode }}` **Order** * `{{ order.number }}` 📌 Variables are replaced automatically when the email is sent. *** ### ⚙️ Step 5: Choose Email Provider In the **Provider** section: * Select your email service provider (optional) * Default option: **Tipo email** 📌 Make sure the provider is set correctly so emails are delivered successfully. *** ### Example: New Conversion Email Flow 1. An affiliate makes a sale 2. A new conversion is recorded 3. Jaka sends an email to admin emails 4. Email includes: * Order number * Shop name * Link to check sales in the app 📌 This helps you react quickly to affiliate performance. *** # Affiliate email notifications Affiliate Email Notifications are emails sent **to your affiliates** to keep them informed about their account status, sales activity, and payouts. These emails help affiliates: * Know when they are approved * Track sales and commissions * Get notified when they are paid * Access their affiliate portal *** ### ✅ How Affiliate Email Notifications Work 1. An action happens in your affiliate program\ (for example: affiliate approved, new sale, payout completed) 2. Jaka automatically sends an email to the affiliate 3. The email content is based on the template you set in **Notifications** > You can turn emails on/off and edit the content at any time. *** ### ⚙️ Where to Manage Affiliate Emails Go to the app > click **Notifications** on the left menu > click **Affiliate** tab Here you can: * Choose which affiliate emails are sent * Edit email subject and content * Use variables to insert dynamic data (name, link, commission, etc.)
*** ### ✉️ Affiliate Email Types Below are the most common affiliate emails and their triggers.
#### Account & Access Emails * **Approved (Welcome email)**\ → Sent when an affiliate is approved * **Pending approval**\ → Sent when an affiliate signs up and is waiting for review * **Denied**\ → Sent when an application is rejected * **Forgot password**\ → Sent when an affiliate requests a password reset *** #### Sales & Commission Emails * **New conversion**\ → Sent when an order is tracked via the affiliate link * **Approved conversion**\ → Sent when a sale is approved by the admin * **Denied conversion**\ → Sent when a sale is rejected *** #### Payout Emails * **Commission payout**\ → Sent when the admin marks a payout as **paid** > 📌 **Important:** > > Jaka does **not** pay affiliates automatically.\ > Admins review payouts and confirm payments manually. *** ### ✏️ Edit Affiliate Email Templates To edit an affiliate email: 1. Go to **Notifications** in the app > click **Affiliate** 2. Select the email type (for example: `Approved – Welcome email`) 3. Update: * **Subject** * **Email content** 4. Save your changes
💡 Tip: Keep emails short and friendly. Affiliates care most about: * Their referral link * Their discount code * How to log in *** ### 🧩 Available Email Variables (Dynamic Content) You can insert variables to personalize emails automatically. Common examples: * `{{ affiliate.name }}` * `{{ affiliate.refLink }}` * `{{ affiliate.discountCode }}` * `{{ portal.login }}` These values are filled automatically when the email is sent. # SMTP Setup By default, emails are sent from our app with sender email address - `no-reply@tipo.io` . **SMTP** lets you send affiliate notification emails from your own email address instead of using the default provider. This is useful if you want: * Emails sent from your brand email (e.g. `hi@yourstore.com`) * Better deliverability * Full control over email sending *** ### ✅ When Do You Need SMTP? You should use SMTP if: * You want emails sent from **your own domain** * Your store already uses Gmail, Google Workspace, or another email provider * You don’t want to use the default email service 📌 SMTP is optional. If you don’t configure it, emails can still be sent using the default provider. *** ### ⚙️ General SMTP Setup Steps 1. Go to the app > click Notifications > click on **Merchant** tab 2. In **Provider** section, select **Your own SMTP** 3. Fill in the following fields: **1️⃣ SMTP Server:** Provided by your email service\ Example: `smtp.gmail.com` 2️⃣ **Port:** `465` or `587` **3️⃣ Encryption:** `SSL` or `TLS` **4️⃣ Username / Email Address:** The email address you want to send emails from. Example: `yourstore@gmail.com` **5️⃣ Password:** Your email password or app password from email provider 📌 For Gmail, you must use an **App Password** (explained below). **6️⃣ Sender Email (Optional):** The “From” email shown to recipients. Example: `hi@yourstore.com` **7️⃣ Sender Name (Optional):** The name shown as the sender. Example: `Your Store Name` 4. Click **Save** 5. Contact the support team of the app if you need to check the result
*** ### 🔐 Example: Google (Gmail) SMTP Setup Below is a **working example** using Gmail / Google Workspace. #### Gmail SMTP Settings
FieldValue
SMTP serversmtp.gmail.com
Port465
EncryptionSSL
Usernameyour Gmail address jakatest@gmail.com
PasswordGoogle App Password
*** ### 🛠️ Common Issues & Tips * ❌ Emails not sending?\ → Check port & encryption match your provider * ❌ Gmail not working?\ → Make sure App Password is used * ✅ Use a branded sender name to increase trust * ✅ Start with Gmail if you’re new to SMTP # Create app password for Gmail SMTP If you want to use Gmail SMTP to send emails, Google may require an **App Password** (instead of your normal Gmail password). This usually happens when your Google account has **2-Step Verification** turned on. An **App Password** is a special 16-character password that allows apps (like PowerfulForm) to sign in securely. *** #### 📝 Step 1: Turn on 2-Step Verification (Required) Google only allows App Passwords if **2-Step Verification** is enabled. 1. Sign in to your Google Account. 2. Go to **Security** 3. Find **2-Step Verification** 4. Turn it **ON** and complete the setup. ✅ After this is enabled, you’ll be able to create an App Password. Reference: [Enabling 2-Step Verification](https://support.google.com/accounts/answer/185839?hl=en\&co=GENIE.Platform%3DAndroid) *** #### 📝 Step 2: Create an App Password (Gmail) 1. Go to your Google Account > **Security** > click **App passwords** Or click [here](https://accounts.google.com/signin/v2/challenge/pwd?continue=https%3A%2F%2Fmyaccount.google.com%2Fapppasswords\&service=accountsettings\&osid=1\&rart=ANgoxcdLMmet3NvgjbdpzsMq0KoXNJyxtAoCLMbvDQUlJfgOx1aurad5UovfOx_VzIQCC3ngjDNa4NrhIcMzG1vVgoTmlSvedg\&TL=AC7eWV1D1q-bjvM25M6waxUjQCCabFxl0K9Bn0bW5AWXuTc3O0zPCDZxtbw2g3d0\&flowName=GlifWebSignIn\&cid=1) to generate **App password** 2. Enter a name you want > click **Create**
3. Copy the 16-character **App Password** 📌 Keep it safe, you will paste this password into your SMTP settings.
*** #### 📝 Step 3: Use the App Password in SMTP settings (in Powerful Contact Form Builder) When setting up Gmail SMTP in Powerful Contact Form Builder: * **SMTP Username:** your full Gmail address (example: `yourname@gmail.com`) * **SMTP Password:** paste the **App Password** (NOT your normal Gmail password) [Learn more](https://docs.jaka.app/shopify/affiliate-email-notifications/smtp-setup)
# General & Program Basics #### What is the affiliate program? An affiliate program lets partners promote your products using referral links or discount codes and earn commissions on successful sales. #### How do affiliates earn commissions? Affiliates earn a commission when a customer places an order using their referral link or discount code. #### Does the app automatically pay affiliates? No. Jaka tracks commissions, but **payments are not automatic**. Admins must review payouts and pay affiliates manually. #### Can affiliates use both referral links and discount codes? Yes. Affiliates can promote using referral links, discount codes, or both, depending on your campaign settings. # Affiliate Registration & Approval #### How do affiliates sign up? Affiliates sign up through your affiliate registration page. #### Do affiliates need approval? This depends on your settings. You can approve affiliates manually or enable auto-approval. #### What happens after an affiliate is approved? The affiliate receives a welcome email and can log in to the Affiliate Portal to start promoting. #### Can I reject or remove an affiliate later? Yes. You can reject or delete affiliates at any time from the admin dashboard. # Sales & Commissions #### How are affiliate sales tracked? Sales are tracked automatically when customers place orders using an affiliate’s referral link or discount code. #### Can commissions include shipping or taxes? Yes. Shipping and taxes can be included if enabled in campaign settings. #### Can affiliates earn commission on their own orders? Only if **self-referral** is enabled in the campaign. # Payouts & Payments #### When should I pay affiliates? You decide. Most merchants pay affiliates monthly or after commissions are approved. #### Does Jaka send money to affiliates automatically? No. You must manually review and pay affiliates. #### What payment options are available? You can: * Pay affiliates **inside the app** using PayPal * Pay affiliates **outside the app** using your own payment method (bank transfer, Payoneer, cash, etc.) # Referral Links & Discount Codes #### How do referral links work? Referral links track customers who click the link and complete a purchase. #### Can I change an affiliate’s referral link? You can change the destination (product or collection page), but the store domain stays the same. #### Can affiliates promote specific products? Yes. Referral links can point to specific product or collection pages. #### What if a customer uses only the discount code? The sale is still tracked and attributed to the affiliate. # Email Notifications #### Who receives admin email notifications? Admin emails are sent to the store owner or admin email addresses you configure. #### What emails do affiliates receive? Affiliates receive emails for events like approval, sales updates, payouts, and password resets. #### Can I turn off certain email notifications? Yes. You can enable or disable individual email triggers. #### Can I edit email content? Yes. You can customize the subject and content of all email templates. # Referral overview ### ℹ️ What Is a Referral in Jaka? The **Referral Program** in Jaka helps your customers promote your store by sharing a referral link or discount code.\ When someone buys through that referral, both the referrer and your store benefit. A referral happens when: 1. A customer (referrer) shares their referral link or discount code 2. A new customer clicks the link or uses the code 3. The new customer places an order 4. The referrer earns a reward (discount, commission, or benefit you define) Jaka tracks this entire flow for you — no manual work needed. *** ### 🧩 Key Referral Terms Here are a few important terms you’ll see in the referral feature: * **Referrer (Advocate)**\ The person who shares your store and refers new customers. * **Referral Link**\ A unique link assigned to the referrer. Orders made through this link are tracked automatically. * **Referral Discount Code**\ A code the referrer can share instead of a link. It also tracks referral orders. * **Referral Reward**\ What the referrer earns after a successful referral (for example: discount, cashback, or store credit). * **Referral Conversion**\ A successful referral order created using a referral link or code. *** ### ✅ How the Referral Program Works Currently Jaka app provides referral popup and reward customers with discount only. 1. Store owner displays the referral **Widget** (Displays for advocates) on the online store.
2. Customer 1 (referrer) click on referral popup > enter their email address > get a referral link right away
Customer 1 (referrer) share referral link to their fiend (customer 2) and offer him x % discount > their friends open the referral link to purchase products > the **Popup (Displays for friends)** shows up
3\. Customer 2 will purchase the products on your store and use the discount code at checkout. If the order is created, the referrer who shared the discount code will receive a discount too. Email notification will sent with discount code. * set discount for referrer here
* email will look like this
On the **Setting** window pops up, you can edit the coupon of the Referral with a **Percentage** or a **Fixed** **Amount** and other conditions of the coupon below: * This discount requires a minimum order subtotal: the minimum amount of the order of Referral friend so the Referral will get a coupon as a reward from the Merchant * The reward will expire in: the valid day's number from the day the reward is sent so that Referral can use it Also, you also can customize the front-end interface of the Referral contains **button** and **popup** after clicking the button. # Referral setup & display The referral program allows your customers to invite their friends to your store and earn rewards when those friends make a purchase. This guide will walk you through setting up the referral program step by step, even if you’ve never used referral marketing before. ### ⚙️ Steps to set up #### Step 1: Open Referral Setup Open the Go to **Jaka Affiliate Marketing** app > click **Referrals** in the left menu *** #### Step 2: Turn on Referral Widgets Jaka provides three referral display options. You can enable one or all of them. **1. Referral Widget (For Advocates)** * Shown to customers browsing your store * Allows customers to enter their email and get a referral link * Best for collecting new advocates Toggle **ON** and click **Customize** to edit text and design.
*** **2. Post-Purchase Block (For Advocates)** * Shown on the **Thank You Page** or **Order Status Page** * Encourages customers to refer friends after completing a purchase Recommended:\ ✅ Enable this for higher referral participation.
*** **3. Referral Popup (For Friends)** * Shown to friends who visit the store using a referral link * Displays the discount they will receive This helps improve conversion by clearly showing the reward.
*** #### Step 3: Set Rewards for Advocates (Referrers) Advocates are customers who share referral links. You can reward them with: * **Percentage discount**, or * **Fixed amount discount**
Optional settings: * Minimum order amount * Reward expiration (number of days) Example: * Advocate gets **30% off** after a friend’s first purchase * Reward expires in **60 days** *** #### Step 4: Set Rewards for Referred Friends Referred friends are new customers who click a referral link.
You can configure: * Discount type (**percentage** or **fixed amount**) * Discount value * Optional minimum order amount * Optional expiration date Example: * Friend gets **10% off** their first order *** #### Step 5: Customize Referral Content For each widget or popup, you can customize: * Title and description text * Button labels * Colors and layout This ensures the referral experience matches your brand style.
*** ### ✅ How Referral Popup Works on Your Store Jaka referral program involves two types of users: **1- Advocate (Existing Customer)** * A customer who shares a referral link * Earns a reward when friends make a purchase **2- Friend (Referred Visitor)** * A new visitor who clicks a referral link * Receives a discount for their first purchase Different widgets are shown to each role. *** #### Referral Widget for Advocates (On Your Store) What Advocates Sees: The Referral Widget is displayed to visitors browsing your store. It allows customers to: * Enter their email * Join the referral program * Get a personal referral link to share This widget is designed to collect advocates and encourage customers to invite friends. When It Appears: * Visible to regular visitors and customers * Does not require a referral link
*** #### Referral Popup for Friends (Referred Visitors) What the Friend Sees: The **Referral Popup** is shown to visitors who arrive at your store **using a referral link**. The popup: * Displays the reward the friend will receive * Shows the discount code or offer * Encourages the friend to complete a purchase Example message: > “You’ve been invited! Get 10% off your first order.”
*** When It Appears * Only appears when a referral link is detected * Shows automatically when the friend lands on your store * Does not appear for normal visitors *** #### ✅ How the Referral Flow Works 1. An advocate gets a referral link from the referral widget 2. The advocate shares the link with a friend 3. The friend clicks the referral link 4. The referral popup appears on your store 5. The friend completes a purchase using the reward 6. The referral is tracked automatically 7. The advocate receives a reward All tracking and attribution are handled by Jaka. *** #### ✅ What Happens at Checkout? * The referral discount is applied based on your settings * The order is recorded as a referral order * The advocate’s reward is generated after a successful purchase # Referral widget on Thank You / Order Status page The **Post-purchase block** can be added to the Thank you page after purchase or addd to "Order status" page. This encounrage all customers to join the referral program of your store. ### ⚙️ **Step to manage** 1\. Go to the Shopify store backend > click **Online stores** > click **Themes** > **Customize**
2\. Find **Checkout** page template > then open the Thank you page template
3\. Click **Add app block** at the left bottom > select the **Referral widget** of Jaka Affiliate Marketing app
4\. Move the app block to the position you want
5\. Click **Save** *** ### ▶️ **Tutorial video** {% embed url="" %} # Referral popup design 1\. Open the app > click **Referrals** on the left side menu The app allows you customize 3 referral popups 2\. Click **Customize** button of the widget you want to edit This opens the popup editor with live preview.
3\. Click **appearance** icon on the left side menu
The app allows change the below parts (1) Tick on checkbox **Show image banner** and add the image link below (optional) (2) Select **Shape style** of the field on the widget (3) Change the color of the field, text, background of the popup (4) Add custom CSS if you want advanced styling
4. Click **Save** Check the result on the onlines store # Referral popup text ### ⚙️ Steps to Edit Referral Popup Text 1\. Open the app > click **Referrals** on the left side menu The app allows you customize 3 referral popups 2\. Click **Customize** button of the widget you want to edit
3. Click text icon on the left side menu > edit the text
4\. Click **Save** *** ### 🧩 Popup Text Sections Explained #### 🏷️ Card (Main Message) This is the headline and description shown at the top of the popup. **What you can edit:** * **Title** – Main message (highlight the reward) * **Subtitle** – Short explanation of how the referral works **Best practice:** * Keep it short and clear * Mention both rewards (for friends and referrer) * Use friendly, positive wording *** #### 🔘 Button Text This controls the call-to-action button. **Common uses:** * Encourage users to get their referral link * Prompt them to start sharing **Tips:** * Use action words (Get, Share, Invite) * Keep it under 20 characters * Make it clear what happens next *** #### ✏️ Input Field Text This is where users enter their email to get a referral link. You can customize: * **Input placeholder** – What the field says before typing * **Required message** – Shown if the field is empty * **Invalid message** – Shown if the email format is wrong **Why this matters:**\ Clear messages reduce confusion and improve sign-ups. *** ### ⚙️ Using Dynamic Variables Referral popup text supports **dynamic variables**, which update automatically based on your reward settings. Common variables: * `{{discount_of_referral}}` → Reward for the referrer * `{{discount_of_referral_friends}}` → Reward for friends Using variables ensures your popup text always matches your actual rewards. *** # Referral Email Notifications **Referral Email Notifications** help you automatically communicate with both store admins and referrers (advocates) when important referral events happen. These emails keep everyone informed and make sure referrers know when to start sharing, how to earn rewards, and when a referral is successful—without any manual work. In this section, you’ll learn how referral emails work and how to manage: * Admin emails for tracking referral activity * Referrer (Advocate) emails for guiding and motivating participants * Email templates, triggers, and variables You can fully customize each email to match your brand and referral flow. # Admin Emails Admin referral emails are notifications sent to you (the store owner or admin team) when key referral activities happen in your store. *** ### ✅ When Are Admin Referral Emails Sent? Admin emails can be triggered when: * A new referral (advocate) signs up * A referral makes a successful conversion (order) You can turn each notification **on or off** depending on what you want to track. *** ### ⚙️ Set up Admin Referral Emails 1. Go to the app > click **Notifications** > click **Merchant** tab 2. Add admin email recipients 3. Tick on the email templates you want to use 4. Manually customize the email subject and body 5. Click **Save**
*** ### ✏️ Customize Admin Referral Email Content You can fully customize: * **Email subject** * **Email body** * **Dynamic variables** (shop name, advocate info, referral link, etc.) This lets you receive clear, actionable updates when referral activity happens. *** # Referrer (Advocate) Emails Referral (advocate) emails are sent to your customers or advocates who join your referral program. *** #### ✅ When Are Referral Emails Sent? Referral emails are typically sent when: * A new referrer registers * A referral link or discount code is created * A referral conversion is completed (if enabled) *** #### ⚙️ Set up Referral Emails 1. Open the app > click **Notifications** 2. Click **Referrals** tab 3. Choose which referral events trigger emails 4. Edit email subject and content 5. Insert dynamic referral variables 6. Click **Save**
*** **Notes** * These emails are sent **to referrers**, not admins * Make sure your message is simple and motivating * You can update templates anytime *** # Referral Program – FAQs #### What is a referral program? A referral program allows your customers to share your store with friends. When a friend makes a purchase using a referral link or discount, both the referrer (advocate) and the friend can receive rewards. *** #### Who can become a referrer (advocate)? Any customer can become a referrer once they sign up through the referral widget, post-purchase block, or referral popup on your store. *** #### What rewards can referrers receive? Referrers can receive: * Percentage discounts * Fixed amount discounts Rewards are granted after the referred friend completes a valid purchase. *** #### What rewards do referred friends receive? Referred friends receive a discount when they visit your store using a referral link or popup and make a purchase. *** #### Where does the referral widget appear? You can choose where referral elements appear: * Referral widget on your store pages * Post-purchase block on the Thank You page *** #### When does a referral count as successful? A referral is counted when: * A friend clicks the referral link * The friend completes a purchase * The order meets your reward conditions (if any) *** #### When are referral rewards applied? Rewards are applied after the referred order is successfully completed. *** #### Can one customer refer multiple friends? Yes. A referrer can share their referral link with as many friends as they want and earn rewards for each successful referral. *** #### Can I customize the referral popup text and design? Yes. You can fully customize: * Titles and descriptions * Button text * Colors and layout * Popup design and messaging All changes can be previewed before publishing. *** #### Can I track referral performance? Yes. In the **Referrals** dashboard, you can see: * Total advocates * Total referred customers * Revenue generated from referrals *** #### Can I turn off the referral program at any time? Yes. You can disable referral widgets, post-purchase blocks, or popups at any time from the **Referrals** settings. *** #### Does the referral program work on mobile? Yes. All referral widgets and popups are fully responsive and work on both desktop and mobile devices # Why the referral popup is not showing? If the widget still does not show up, please make sure the app embed is active on the theme. Here is the guide: # Referral vs Affiliate Marketing — What Is the Difference? The terms “referral” and “affiliate” are often used interchangeably, but there is actually a significant difference between the two. They are very different [marketing tools](https://www.callpage.io/blog/posts/martech-stack-a-guide-to-marketing-technology-tools)
Aspect AffiliateReferral
How it worksAffiliate programs enable people who promote a company's products (often referred to as affiliates) to earn commissions when they refer sales or leads back to the company. You give your customers an incentive, such as a discount for referring their friends to buy something from your business.
Target AudienceExisting CustomersExternal Parties
IncentiveDiscounts, Free ProductsCommissions
GoalLoyal, Long-term CustomersBroaden Customer Base
#### What is Better: Affiliate or Referral Marketing? Both partnership types have their unique strengths and can be used together or independently, depending on your business goals and target audience. It's all about finding the right balance and implementing the approach that suits your brand's needs and objectives. **Can I use both affiliate and referral marketing simultaneously?** Absolutely! In fact, many businesses combine both strategies to maximize their marketing efforts and tap into different target audiences. Just make sure you communicate clearly about the differences in rewards and responsibilities to your promoters. \ **Is referral marketing more cost-effective than affiliate marketing?** Generally, referral marketing requires a lower upfront investment since it leverages existing customers. However, the overall cost-effectiveness of each strategy depends on your specific business goals and the implementation of your marketing campaigns. [^1]: