This tutorial shows you exactly how to invite affiliates into your Rootabl campaign — with two easy options depending on how personal or automated you want the invite to be. Whether you’re sending a custom message with your unique invite link or uploading a list of confirmed partners for a quick batch send, you’ll learn how to get people into your campaign and straight to their promo materials without hassle.
Step-by-Step Instructions: Inviting Affiliates into Your Campaign
1. Access Your Campaign
From the Campaigns dashboard, click into the campaign you want to invite affiliates to
Go to the Campaign Checklist or Affiliates tab to access your invite options
2. Choose How You Want to Invite Affiliates
Option A: Share Your Unique Campaign Invite Link
This is ideal if you haven’t gotten a verbal confirmation yet
You can paste the link into:
A personalized email
A DM or text message
Your onboarding flow or webinar follow-up
When someone clicks the link:
If they don’t have a Rootabl account, they’ll be prompted to create one
If they already have an account, they’ll be taken straight to your campaign and can click “Join”
Option B: Manually Enter Emails or Upload a CSV
Best for affiliates who have already said “yes” and are expecting the invite
Add individual email addresses manually or import a CSV file
Click Send Invitations
Important:
These invites come from Rootabl and use a default template — you can’t customize the message
Only use this method if the person is expecting the email
3. Understand the Invite Email Format (if using Option B)
The email includes:
Your business name
The campaign name
A CTA to “Get set up as an affiliate”
A reply-to email address (pulled from your Rootabl account)
Example: “You’ve been invited to become an affiliate for Amy Porterfield’s Digital Course Academy on Rootabl.”
4. View and Manage Invited Affiliates
You can view a list of who you’ve already invited in the Affiliates tab dropdown
Once someone joins, they’ll immediately have access to:
Tracking links
Promo materials
Swipe copy
Graphics (if added)
Use the method that best fits your outreach style — either personalized and custom (Option A) or quick and automated (Option B).
Both make it easy for affiliates to join and start promoting right away.