This tutorial shows you how to customize and manage your affiliate applications.
How to locate Affiliate Application Forms
On your Campaign page, click on the "Affiliates" tab as shown here:
You can click on "View Invite Options" located on the right hand side to bring up several options available to you. You have 3 methods of inviting affiliates to your campaign.
Instant Join Link: This is a clickable link that you can post on a webpage or send to individuals to sign up without having to fill out an application.
Application Link: This is a clickable link that is exactly like the 'Instant Join Link' above except you will have them fill out additional details in an application for you to review and approve. If you potentially have VAT registered affiliates in Europe, you will want to use this option to obtain their legal VAT#.
Direct Invite: This allows you to email invites directly to people you know and want to invite specifically to your campaign.
Application Form Fields
You have many potential options that you can include on your Affiliate Application form. Simply click on the "Settings" tab on your Campaign to see a list of them under "Application Form Fields".
You can manage a list of your admins to enable which of them should receive notification anytime someone applies.
2 Required fields are 'Full Name' and 'Email Address' at a minimum for us to properly track and attribute sales to the affiliate. 10 additional options are able to be added for you to review their application and either approve or deny the request to join your campaign.
What is your phone number?
What is your website URL?
What are your social media links?
What is your mailing address?
What is your current audience size?
How do you plan to promote?
Do you have previous affiliate experience?
What are your sales goals?
Why do you want to be an affiliate for this campaign?
What country are you based in?
Be sure to click on "Save" in the lower right and then you can preview the "Instant Join Link" via the Join Page button or the "Application Link" with the Application Page button.
Reviewing and Approving/Denying Applications
After the affiliate fills out their application, they will see this screen below:
On the bottom of your Affiliates tab, you will see your applications to review:
You don't have to but there are fields you can use to provide feedback directly to the applicant for them to view, along with internal notes for them that are only viewable to you and your admins of your team.
Rejected applications are saved on file for you to reference in the future. To view them you can click on 'Rejected' within this same section to see all of the previously rejected applications.
If you have any questions regarding this process that might not be covered above, feel free to reach out to us at hello@rootabl.com!