This tutorial walks you through setting up your Affiliate Promo Area in Rootabl — the central hub where affiliates grab their links, promo copy, and graphics. You'll learn how to keep it simple, make it easy for affiliates to take action quickly, and customize everything from welcome notes to full swipe templates without needing external docs (unless you want to).
Step-by-Step Instructions: Customize Your Affiliate Promo Area in Rootabl
1. Access Your Promo Area
You can edit your promo area in two places:
Campaign Checklist: Use the starter template provided
Promo Materials Tab: Scroll down and click Edit Promo Area
2. Customize the Content
The default template includes helpful sections you can customize:
Welcome note or intro message
Quick links to swipe copy or documents
Key promo dates
Offer overview
Testimonials or customer results
Info on commissions, contests, or what they can earn
You can format with:
Headings, bold text, bullet points, links, and even embedded code
3. Add Swipe Copy and Calls to Action
You can keep everything in one place instead of linking to external docs
Example: Paste an email template directly into the promo area
Add the call-to-action link underneath it
Optional: Use AI to generate quick, referral-friendly copy to paste here
4. Add Graphics and Assets
You can upload images (like logos or social graphics) directly into the promo area
Affiliates will be able to view and download them from their dashboard
Alternatives (if preferred):
Link out to a Google Drive or Dropbox folder
Recommended: use Google Docs for copy because it’s easiest to copy/paste or duplicate
5. Preview the Affiliate Experience
Click Preview Affiliate Promo Area to see what your affiliates will see
Their unique links
The formatted campaign info you added
Any uploaded graphics
The goal: make it frictionless.
By putting all the essentials in one clean, accessible place, you make it easy for affiliates to grab what they need and start sharing right away — no digging, no delay.