Free Affiliate Marketing Onboarding Checklist Form

Please complete this checklist to successfully join our affiliate program and start earning commissions.

Program Overview

Get to know the details of our affiliate program, including compensation, expectations, and how you can succeed.

• Understand the Commission Structure: Know how you’ll earn commissions based on sales or leads.

• Familiarize with the Product/Service to Promote: Learn about our offerings to promote effectively.

• Learn About Payout Frequency and Method: Understand how often you’ll be paid (monthly, bi-weekly) and via which methods (PayPal, bank transfer).

• Review Affiliate Agreement: Confirm your agreement with the terms, including commission rates and responsibilities.

• Read the Program’s Rules and Guidelines: Know the dos and don’ts of our affiliate marketing program.

Marketing Tools & Assets

Access the resources and materials that will help you promote our products effectively.

• Access Banner Ads and Creatives: Download pre-designed banners, images, and promotional materials.

• Download Promotional Images and Videos: Get access to high-quality images and video clips for social media or your website.

• Review Content Creation Guidelines: Understand the best practices for creating content that aligns with our brand.

• Get Personalized Affiliate Links: Ensure you have unique tracking links to measure your sales and commissions.

• Confirm the Use of Approved Materials: Make sure to use only the approved creative materials in your campaigns.

Tracking & Reporting

Set up the tools to monitor your progress and track earnings in real-time.

• Set Up Affiliate Dashboard Access: Log into your affiliate account and explore the tracking dashboard.

• Learn How to Track Clicks and Conversions: Familiarize yourself with the metrics to monitor traffic and conversions.

• Check Commission Tracking Tools: Learn how to see the commissions you've earned and track sales in detail.

• Review How to View Earnings and Reports: Understand how to access your earnings reports and see your performance.

• Confirm Tracking Code is Installed: Make sure the tracking code is properly integrated into your links and content for accurate reporting.

Compliance & Brand Guidelines

Follow our rules to ensure that your promotional efforts align with our brand and stay compliant.

• Understand Brand Voice and Style: Learn the tone, language, and style that should be used in promotional materials.

• Review Prohibited Advertising Tactics: Avoid practices like spamming, misleading claims, or bidding on certain keywords.

• Check for Required Legal Disclaimers: Ensure any necessary disclaimers are included in your promotions (e.g., affiliate disclosure).

• Follow Social Media and Email Rules: Be aware of specific guidelines for promoting on social media and through email marketing.

• Confirm Content Approval Process: Understand how to submit content for approval (if applicable) before publishing.

Payment Setup

Set up payment details to ensure you receive your earnings on time and in your preferred method.

• Provide PayPal or Bank Details: Enter your payment preferences for commission payouts.

• Choose Payment Method: Select whether you prefer PayPal, bank transfer, or another available method.

• Confirm Payout Threshold: Know the minimum payout amount required for payment processing.

• Review Payment Schedule: Understand the frequency of payments (monthly, quarterly, etc.) and when payments will be made.

• Update Payment Information as Necessary: Keep your payment details up to date to avoid delays.

Affiliate Support & Resources

Gain access to support, training, and additional resources to maximize your success.

• Contact Affiliate Manager for Questions: Reach out if you have questions or need personalized help.

• Access FAQ and Help Center: Browse frequently asked questions and support documentation to find answers to common queries.

• Join Affiliate Webinars and Training: Participate in educational sessions designed to help affiliates succeed.

• Review Recommended Marketing Strategies: Learn the best strategies for marketing our products and optimizing your sales.

• Follow the Affiliate Newsletter for Updates: Stay informed about new product launches, promotional opportunities, and affiliate tips via our newsletter.

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