How to Set up an Effective Affiliate Onboarding Process 5 Tips

Recognize that not every would-be affiliate is the right fit for your business, and make sure you’re only accepting people who are a good match. Too much technical jargon and excessive information can intimidate your affiliates and maybe even turn them off from your program entirely. Keeping this stuff simple helps you onboard your affiliates faster and leaves less room affiliate onboarding for confusion and misunderstandings. You could give them a copy of your product, a free trial, a demo, or a branded t-shirt, for example. This not only helps to make sure they really understand the product they are promoting; it also helps to establish a good rapport. One of the most important things you can do in your onboarding process is stick to plain language.

  • A high turnover rate is often very expensive for organizations because of the time and money that needs to be spent to find new employees.
  • Affiliate onboarding is great because it opens a conversation and you can use this to get important insights into how you can improve your program.
  • It should include everything from a welcome email for affiliates, affiliate website details, or other efforts to help teach affiliates about the details of your program.
  • This exposure can help build your brand’s reputation whilst also encouraging followers to learn more about your affiliate program and apply themselves.
  • Considering that a “good” retention rate is 90% or higher, those figures offer room for improvement—that’s where onboarding can help.
  • It’s important for HR to have a one-month check-in to make sure that that the new employee is comfortable, happy and engaged, said Peterson.

It’s also helpful to have their computer connected to the internet and office printer before they start. Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not offer financial advice, advisory or brokerage services, nor do we recommend or advise individuals or to buy or sell particular stocks or securities. But if you follow this checklist and commit to it, your company can enjoy a huge payoff. Not only will this reduce the risk of them leaving, it’ll improve your bottom line.

Onboarding best practices

Many companies still spend a great deal of time manually performing onboarding tasks (gathering, sending, and tracking down completed paperwork, creating employee files, etc.,). Automating and streamlining the onboarding process with cloud onboarding software reduces this manual effort and cuts costs. The average employee retention rate in the United States ranges from 70% to 85%. Considering that a “good” retention rate is 90% or higher, those figures offer room for improvement—that’s where onboarding can help. Onboarding is all about how organizations integrate and prepare new employees for new roles, and when done correctly, directly improves retention rates, employee engagement, and productivity.

What is affiliate onboarding

New-hire portals also benefit HR through dashboards that can organize and track tasks that need to be completed and managed electronically, such as W-4 or I-9, benefits and payroll forms, Hyatt said. Consider reaching out to an affiliate who has a YouTube channel to set up a strategy meeting to assist them in developing distinctive video material. Walking newbies into their first transactions also allows you to identify and correct any faults with their sales tactics, resulting in more extraordinary future results. While it may take time to have this interactive, the early energy might pay off in the long run.

comments on “Everything You Need to Know About Affiliate Onboarding”

For DocuSign, we need to transfer the test DocuSign Powerform to another host account , and we are still working on this and what this will look like. Change Management and Communications have shifted to match with these new timelines. May 2021First of two affiliate DocuSign forms is ready for internal testing.

Through affiliate portals, your affiliates can get access to all the data they require to run campaigns for your program successfully. However, effective communication is necessary to establish a positive relationship with new affiliate program participants. It’s always good to discover feedback from all types of users within your affiliate program.


Employee onboarding is a much more extensive process that can last up to 12 months. While this might seem like an excessive amount of time to spend on new employees, it can prove valuable in the long term. Spending this prolonged period with new employees allows them to immerse themselves in how the company works. This immersion comes from training and exposure to resources that allow employees to understand the role they play within the company and not simply HR policies. Now that you know what you should be doing in order to effectively onboard new employees, let’s talk about how you should be doing it.

One thing we say all the time at AffiliateWP is that it’s one thing to create an affiliate program, it’s another to successfully grow it. You can create a program in a few minutes, but to grow it, you need tools that give your affiliates what they need to succeed. Once you’ve gotten through the initial onboarding process, keep up with the efforts of your affiliates.

Five proven strategies for affiliate onboarding

It should be clear to any potential affiliates exactly what kind of relationship they are getting into. They need to understand your perspective, including what it is you expected of them and what role they will be playing in your strategy. Run this checklist alongside each new affiliate submission to make sure you’re onboarding partners who are the best fit for you.

Congratulations — you’ve managed to recruit affiliates who complement your affiliate program. Now it’s time for affiliate onboarding so they can start promoting your products and services. Affiliate Onboarding is the process of introducing new affiliates to your affiliate program and lining them up to begin advertising your goods and services. From the moment an affiliate signs up until key points in events like their first conversion, an effective affiliate onboarding incorporates communication, direction, and support. With a strong onboarding process, you can ensure your recruits acclimate to their positions and teams.

This means you’ll need to touch base with your new hires on a regular basis. Meet with them frequently during their first few months and first quarter so they can share their feedback and concerns about their new positions and progress. After all, they’re getting used to a new workplace, culture, coworkers and tasks. Put yourself in their shoes and think about some of the questions they may have.

Affiliate Onboarding Improvements

If you notice engagement dropping off, reach out to that affiliate to figure out the disconnect. Showing a personal interest in the success of an affiliate partner can pull them back into the fold and increase the effort they put into promoting your brand. Make sure every new affiliate receives a welcome package that includes a written guide outlining your program. The material should cover everything you go over in any webinars or in-person sessions. Having this in writing gives participants something to reference if they have specific questions.

What is affiliate onboarding

If your publisher is promoting your products on a price comparison site, chat with them about the way your products will be most effectively displayed. Although often overlooked, a streamlined affiliate onboarding process can be the key to successful relationships with your partners. Finally, when onboarding is done correctly, it can be dynamic and engaging and provide a positive experience for new hires. As shown by the numbers above, these benefits affect ROI in the long term. Many employees leave their job because of dissatisfaction and feeling underappreciated by their superiors. If finding the best talent, employee retention rates and engagement are important to your organization, an effective onboarding process is likely in order.

Affiliate marketing in action

” in regards to affiliates signing up and promoting your products or services. Recruiting new partners is not easy, and success rarely comes from quantity alone when it comes to affiliate marketing. Rather, the success of your affiliate program is built atop the quality of affiliates you enter into relationships with. Consider creating a “getting started” guide with all of the most important information your affiliates need. This not only makes the onboarding process smoother for them; it also cuts down on the amount of support you need to provide. Part of the affiliate onboarding process is setting expectations and one of the best ways to do this is with your affiliate terms and conditions.

One of the most stressful things about the first day on a new job is not knowing what to expect. Ease any worries by providing a first day schedule for your new employee. Implement a process in which the affiliate’s department is able to gather any needed information and complete the forms on their own.

Tips to Improve Your Affiliate Onboarding

To gather some practical ideas about effective employee onboarding, we asked the HR community to share stories on social media about onboarding wins and losses. First of all, provide affiliates with marketing materials so they may start advertising right away. These contents above may be used on your affiliate registration website and in affiliate communications such as a welcome email or getting started guide. Regardless of where you publish it, these facts must be sent to affiliates as soon as possible.

With the right onboarding process in place, you can make sure this relationship starts off on the right foot. Since the onboarding process begins during the recruitment and hiring process, companies need to establish a solid brand up front. And since 79% of job seekers consider a company’s mission before applying for a job, this part of the onboarding process is crucial. First, give your new employee access to their email account, since it’s usually used to access other accounts. You can do this before their first day and use their new email account to communicate with them throughout the onboarding process. Make a list of all the tools and software your new hire will need, and make sure access is prepared for them either before or during their first day.

In fact, there are many different types of affiliate marketing networks and programs offering a range of products and services from industry to industry. To optimize your chances of success, research networks and programs that best fit your target product and audience. While your new affiliates might know how to make content for their given audience, they will need material from you for promoting your products or services. Having company-branded materials available for affiliates right at the start helps in two ways. Firstly, they allow affiliates to start promoting the products right away. Secondly, promotional content with your company’s logo, colors, font, or brand images will be easily recognizable, which builds consistency among the affiliates’ followers.

The registration and onboarding processes should be the main emphasis of this survey. However, it often takes a more proactive approach to build affiliate relationships. After all – the best partnerships require effort and skin in the game on both sides. Sign up now to read about the latest news, events, and insights from the industry experts at iPROMOTEu. Sign up now to get the latest news, events, and insights from the industry experts at iPROMOTEu.

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