Quick Answer
Configure the Affiliate Portal before inviting affiliates.
Open Marketing → Affiliate Manager → Settings → Affiliate Portal Settings to control onboarding prompts, payout reminders, available payout methods, and privacy options.
Properly configuring these settings helps affiliates complete required tasks sooner, reduces payout delays, and provides a more organized onboarding experience.
Configure the Affiliate Experience Before Affiliates Log In
The Affiliate Portal is the primary workspace affiliates use to obtain referral links, monitor commissions, configure payout information, and review program activity.
Affiliate Portal Settings allow administrators to determine which reminders, prompts, and privacy features appear inside that portal.
Configuring these options before inviting affiliates creates a smoother onboarding process and helps reduce common support questions related to tax forms, payout methods, and account setup.
A well-configured portal also protects sensitive information while encouraging affiliates to complete important setup tasks as early as possible.
Affiliate Portal Features at a Glance
Before You Begin
- Review your affiliate program requirements.
- Determine which payout methods you will support.
- Decide whether tax documents are required.
- Review your organization's privacy policies.
- Prepare affiliate onboarding documentation.
- Confirm Affiliate Manager is configured correctly.
- Test the affiliate portal before inviting affiliates.
Key Affiliate Portal Features
Tax Document Prompt
Encourage affiliates to submit required tax documents before payments become due.
Payout Reminder
Display reminders until affiliates complete payout setup.
Referral Email Masking
Hide portions of referral email addresses to improve privacy.
Payout Method Controls
Allow only the payment methods supported by your affiliate program.
Step 1: Configure Affiliate Portal Settings
Affiliate Portal Settings allow you to control what affiliates see when they access their dashboard and which onboarding actions are encouraged before they begin promoting your business.
Open Affiliate Manager
Navigate to Marketing → Affiliate Manager.
Open Settings
Select the Settings area to access Affiliate Portal configuration options.
Choose Affiliate Portal Settings
Review each available option before enabling or disabling features for your affiliates.
Save Your Changes
Save the updated settings so new portal options become available to your affiliates.
Configure Privacy Features
Privacy settings help reduce unnecessary exposure of customer information while allowing affiliates to understand their referral activity.
Referral Email Masking
Hide portions of customer email addresses while preserving enough information for affiliates to recognize referrals.
Protect Customer Information
Limiting visible customer data helps improve privacy and reduces unnecessary sharing of personally identifiable information.
Configure Available Payout Methods
Choose which payout methods affiliates are allowed to use within your program.
PayPal
Enable PayPal when your affiliate payment workflow supports PayPal Payouts.
Bank Transfer
Allow affiliates to provide banking information when bank transfer is part of your payout process.
Limit Available Options
Display only the payout methods your organization actually supports to simplify onboarding.
Affiliate Portal Best Practices
- Enable tax document reminders before payouts begin.
- Encourage affiliates to complete payout setup immediately.
- Use referral email masking whenever possible.
- Offer only supported payout methods.
- Test the affiliate experience after changing settings.
- Periodically review portal settings as your affiliate program grows.
Complete onboarding before promotions begin
Affiliates who complete tax forms and payout setup before generating commissions usually experience fewer payment delays and require less administrative follow-up.
Frequently Asked Questions
How do I prompt tax document uploads?
Enable the tax document reminder within Affiliate Portal Settings so affiliates are prompted to upload required tax documents.
What happens if payout setup is skipped?
Affiliates may not receive payouts until an approved payout method has been configured.
Can I customize payout methods?
Yes. Administrators can enable or disable supported payout methods within Affiliate Portal Settings.
Can referral emails be hidden?
Yes. Referral email masking hides portions of email addresses to improve privacy.
Should I configure these settings before inviting affiliates?
Yes. Completing portal configuration before onboarding affiliates provides a smoother experience and reduces support requests.
