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How to customize the affiliate portal guide

The portal guide briefs every affiliate on how to get their link, what they earn, and how to promote — without you being in the room. A partner who has this information starts driving sales sooner and asks fewer support questions. Bloop ships a ready-made guide you can edit freely with a rich-text editor. This page covers what’s in the default guide, how to edit it, and the dynamic value it supports.

Editing the affiliate guide

You’ll find this under the affiliate Branding tab, in the portal guide area. A “Go to portal” action opens the live guide screen. It shows your saved version only, so save first, and it asks for an affiliate sign-in (use Login as affiliate on an affiliate’s record, see managing affiliates).

Open Affiliate → Branding → Affiliate guide.

What the default guide covers

Section titled “What the default guide covers”

The default guide is structured into four sections:

The guide as affiliates see it in the portal

  • Getting started — a numbered checklist: sign up, complete the profile, add payment details, get the affiliate link, and start promoting.
  • Commission structure — how affiliates earn, including a placeholder for your actual rate.
  • Promotion tips — practical ways to promote, such as honest reviews, social sharing, and product mentions in content.
  • Terms and conditions — a reminder to review your full program terms.

You can keep this structure, rewrite it, or replace it entirely.

Editing the guide

Section titled “Editing the guide”

The guide uses a rich-text editor — format headings, lists, and paragraphs, and upload images with no HTML required. Write the way you’d brief a new partner: short sections, clear steps, friendly tone.

The Products page of the affiliate portal

Changes are tracked as you edit and surfaced through the save bar at the top of the page. Save to publish, or discard to revert to the last saved version.

Portal translations cover the portal interface, not the guide text. The guide is shown in the language you write it in, and the Guide tab there only translates the menu label. If your partners read several languages, write the guide in one they all understand.

The commission value variable

Section titled “The commission value variable”

The guide supports one dynamic value: {{commission_value}}. When the guide renders in an affiliate’s portal, Bloop replaces this placeholder with that affiliate’s actual commission rate, read from their assigned campaign.

  • For a basic (single-rate) commission, it shows that rate — a percentage like 15%, or a formatted amount for flat commissions.
  • For an advance (tiered) commission, it shows the rate from the top tier.

Because the value resolves per affiliate at view time, you can write the rate once and every affiliate sees the figure that applies to them. To learn how rates and tiers are configured, see Affiliate campaigns and commissions.

An affiliate with no assigned campaign sees 10%, a fixed figure that is not tied to any campaign. Assign every affiliate a campaign so the guide never quotes a rate you do not pay.

Section titled “Related”