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AffiliatePlus: Setting up an affiliate campaign
AffiliatePlus: Setting up an affiliate campaign
Patrick avatar
Written by Patrick
Updated over a month ago

AffiliatePlus (Beta) is a paid add-on. Visit the signup page in the ReferralCandy web app or Shopify app to subscribe for the early beta access.

The AffiliatePlus add-on provides merchants with the basic tools to run affiliate programs, such as a customizable signup page, signup approval dashboard, and an insightful rewards portal for your affiliates.


Create an affiliate campaign

Once AffiliatePlus add-on is activated for your ReferralCandy account, you can start setting up affiliate campaigns. To create an affiliate campaign:

  1. Navigate to your Campaigns page.

    • From the ReferralCandy dashboard, go Campaigns.

    • From Shopify admin, go to the Referral Candy app > Campaigns.

  2. Click Create new campaign.

  3. Select the Affiliate option and click Create campaign.

  4. Select the affiliate campaign type. Learn more

    1. Instant access

    2. Curated

    3. Invite only

  5. Click Choose campaign. A warning popup appears. Click Proceed.

  6. Click View new campaign to fully set up your affiliate campaign.

Note: The new affiliate campaign created has the default and recommended settings enabled.

Affiliate campaign types

There are 3 types of affiliate campaigns to choose from when you create a new affiliate campaign.

  • Instant access - Affiliates can immediately sign up and start marketing your products. Any contact who registers through any of the affiliate campaign's signup form are automatically enrolled in your campaign.

  • Curated - Review each affiliate signup first before approval. You'll have an affiliate management dashboard where signups are listed for your review.

  • Invite only - Upload a hand-picked list of affiliates. You can upload a CSV file or Mailchimp list, or add an individual's email address.

Affiliate campaign segments

The affiliate campaign you create has a corresponding segment that is automatically targeted by the campaign. To view this segment, go to the campaign's Target Audience page.

Learn about segments and configuring your campaign's target audience here.

Your campaign's default segment depends on the affiliate campaign type you chose:

  • Instant access - A dynamic segment that uses the Signup form submitted criteria. Anyone who signs up on the date you set is enrolled as an affiliate.

  • Curated - A dynamic segment that uses the Signup approved criteria. Anyone who's approved on the date you set is enrolled as an affiliate.

  • Invite only - A static segment where you can import a list of contacts from a CSV file, Mailchimp list, or by adding a customer via their email address. Learn more

You can further customize your affiliate campaign's target audience by adding or excluding other segments in your account. Learn more

Activate the affiliate campaign

To set your affiliate campaign to Live when you're done setting up:

ReferralCandy dashboard

ReferralCandy app on Shopify

  1. From the ReferralCandy dashboard, go to Campaigns > Select your affiliate campaign.

  2. Click the Campaign Actions dropdown in the upper right corner.

  3. Select Review & activate.

  4. A popup appears. Click Activate campaign to proceed.

  1. From your Shopify admin, go to the Referral Candy app > Campaigns > Select your affiliate campaign.

  2. Click Campaign state.

  3. Select Live.

  4. Click Save.

Once the affiliate campaign is live, the Affiliates page appears. This is where you can review and approve affiliate signups.


AffiliatePlus add-on FAQ

How much is the AffiliatePlus add-on?

The AffiliatePlus add-on is available as an early beta access for $10 per month, charged on your next billing.

To subscribe to AffiliatePlus (Beta), visit the signup page in the ReferralCandy web app or Shopify app.

What’s the difference between a customer referral campaign vs. affiliate campaign?

Customer referral campaigns target individual customers to encourage their friends to make a purchase at your store. Affiliate campaigns cater to individuals or partners with a large following to promote your products and services.

ReferralCandy's AffiliatePlus add-on provides merchants with extra tools to create and manage affiliate programs on a larger scale:

  • A customizable signup page where affiliates can sign up for your program

  • An affiliate management dashboard where merchants can review and approve applicants

  • Customizable coupon codes for affiliates

  • An improved affiliate portal where partners can track their performance and earnings

How do I disable or unsubscribe from the AffiliatePlus add-on?

Removing the AffiliatePlus add-on disables your affiliate campaigns and stops your affiliates from receiving rewards and promoting your store through their custom discount code. Deleting or unsubscribing from your ReferralCandy plan automatically unsubscribes you from the AffiliatePlus add-on.

To remove the AffiliatePlus add-on from your ReferralCandy subscription:

  1. Navigate to your ReferralCandy Plans page:

    • From the ReferralCandy dashboard, go to Profile > Plans & Pricing.

    • From your Shopify admin, go to the Referral Candy app > Account > Plans.

  2. Find the AffiliatePlus+ add-on section and click Disable add-on.

  3. A warning popup appears. To proceed, click Disable add-on.

Once confirmed, all affiliate campaigns in your account are disabled immediately and can't be reactivated unless you sign up for the add-on again. Campaign emails and pages, such as the affiliate signup page, as well as your affiliate's referral codes are disabled.


💬 Need help? Click the chat widget on the right to start a conversation. Learn more


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