Ready to bring in affiliates to promote your campaign? Rootabl makes it easy to invite and manage affiliates, whether you’re adding them manually, pre-adding power affiliates, or using a CSV file to upload multiple affiliates at once. Follow these steps to get your team set up.
Step 1: Manual Invite for Individual Affiliates
If you have a smaller number of affiliates or want to invite them one by one, you can use the manual invite feature. Here’s how:
Log in to your Rootabl account and navigate to your campaign dashboard.
Select the campaign you want affiliates to join.
Locate the Invite Affiliates section (usually near the top).
Enter the affiliate’s email address and any additional info needed.
Hit Send Invite. The affiliate will receive an email inviting them to join your campaign.
Tip: Customize your invite email for a personal touch, outlining any perks or unique details of the campaign.
Step 2: Pre-Add Power Affiliates
For VIP or “power” affiliates you want to pre-approve and add directly, Rootabl lets you create a “concierge” experience:
In your campaign dashboard, go to the Invite Affiliates section.
Use the Add Power Affiliate option (this may be under advanced settings).
Enter the affiliate’s email and, if needed, additional details like social media handles or personalized discount codes.
Once added, power affiliates can log in directly without needing an email confirmation.
Best For: Affiliates who have already opted in or have a standing relationship with you.
Step 3: Bulk Import with CSV Upload
If you have a list of affiliates, use the CSV upload feature to add them all at once. This is ideal for larger teams or pre-existing affiliate networks.
How to Use CSV Upload:
In the Invite Affiliates section, look for the CSV Upload option.
Download the CSV template provided (this will ensure your formatting is correct).
Fill in the necessary details for each affiliate:
Name
Email
Unique ID (optional)
Additional Notes (optional)
Save your completed file and return to Rootabl to upload it.
Confirm the upload and check for any errors (Rootabl will alert you if certain fields don’t match the required format).
Important Note:
Affiliates added via CSV will receive an automated email invite once uploaded.
Double-check all email addresses, as errors in formatting can delay onboarding.
Step 4: Share Your Campaign Link
Rootabl provides a unique affiliate registration link you can share. This is useful if you want affiliates to join on their own:
Locate your unique campaign link in the campaign’s settings or promo area.
Share the link directly via email, social media, or other channels where potential affiliates will see it.
When affiliates click the link, they’ll be guided through Rootabl’s sign-up and onboarding process.
Tip: Use this link in a dedicated affiliate landing page or info packet to streamline sign-ups.
FAQ
Q: Can I edit the invite email before it’s sent?
Yes! Personalizing the invite email is encouraged, especially for power affiliates. Include any campaign highlights or details that may attract their interest.
Q: What if an affiliate doesn’t receive the invite?
Check that the email was entered correctly in Rootabl, and ask the affiliate to check their spam/junk folder. If needed, you can resend the invite from the Invite Affiliates section.
Q: How can I monitor the status of invited affiliates?
In your campaign dashboard, you’ll see a list of affiliates and their statuses (e.g., invited, joined, active). Use this to track who has joined and who may need a follow-up.
This guide should help you confidently invite affiliates to join your campaign. With these steps, your team will be ready to start promoting and generating results in no time!