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How to launch an affiliate program

An affiliate program pays partners you recruit, such as creators, bloggers and publishers, a commission on the orders they bring in. Each affiliate gets a unique link and, if you want, a coupon. You only pay when an order comes through them.

When you install Bloop, it sets up your affiliate program with these settings:

Setting Starts as
Affiliate program switch Off, unless you already turned it on
Campaign Default Campaign, Active
Commission 15% of sales
Cookie days 30
Auto apply discount Inactive
Affiliate approval automation Manually
Order approval automation Manually
Grant commission when the order is Paid
Revoke commission when the order is Canceled or refunded
Affiliate payment methods Bank transfer, Paypal, Debit cash and Google pay, all on
Registration form fields First name, Last name, Email

The defaults work as they are, so skip any step you’re happy with. Want customers to refer friends instead? See How to launch a referral program.

  1. Turn on the affiliate program

    1. In your Shopify admin, under Apps, click BLOOP Refer & Aff, then click Affiliate program in the app menu.

    2. Turn on the switch next to the Affiliate program title:

      Affiliate program in the app menu (1) and the program switch, Inactive, next to the title (2)

    The badge changes from Inactive to Active. If it already shows Active, go to step 2.

  2. Set your commission → Click Save

    1. On the Campaigns tab, click Default Campaign:

      The Campaigns tab (1) and the Default Campaign row (2)

    2. In Cookie days, enter how many days after a click an order still counts for the affiliate.

    3. In Type, choose Percentage of sales, Fix per order or Fix per item.

    4. In Value, enter the commission.

    5. Optional: in Auto apply discount, set Status to Active and enter a code in Discount code to apply. Shoppers who arrive on an affiliate link then get that discount without typing it. The code must already exist in your Shopify admin under Discounts.

      The Edit campaign page with Cookie days (1), Type (2), Value (3) and Auto apply discount (4) marked

    6. Click Save in the bar at the top of the page.

  3. Choose how you approve affiliates and sales → Click Save

    1. Click Settings in the app menu. Under Affiliate, click Automation:

      The Settings tab (1), Automation (2), Affiliate approval automation (3) and Order approval automation (4)

    2. In Affiliate approval automation, keep Manually to review each applicant, or choose Immediately to approve everyone who signs up and put them on your default campaign.

    3. In Order approval automation, keep Manually to review each affiliate sale on the Sales tab, or choose Immediately to approve sales without review.

    4. If you changed anything, click Save in the bar at the top of the page.

  4. Put the registration form on your store → Click Save

    1. Click Affiliate program in the app menu, then the Branding tab. In Affiliate registration, click Customize:

      The Branding tab (1) and the Customize button on the Affiliate registration card (2)

    2. Check the form fields. Click Add field if you want to ask for more, such as a website or a social profile.

    3. Click Open app block:

      The registration form editor with the Open app block button marked (3)

    4. The theme editor opens with the Aff registration form block added to your home page. Click Save.

    The block only appears in the theme editor and on your store while the affiliate program is on.

  5. Add your first affiliates

    1. Click the Affiliates tab, then click Add affiliate.

    2. Enter First name, Last name and Email, choose a Campaign, then click Add:

      The Add affiliate button (1), the Campaign field (2) and the Add button (3)

    The affiliate is approved right away and gets a welcome email with a link to activate their account. The link works for 3 days.

  6. Approve applicants from the form

    People who sign up through the registration form appear on the Affiliates tab as Pending.

    1. Click the applicant’s name, then click Approve.

    2. In Affiliate campaign, click Select campaign and choose a campaign:

      A pending affiliate with the Approve button (1) and Select campaign (2) marked

  7. Choose when commission is earned and how you pay → Click Save

    1. Click Settings in the app menu. Under Affiliate, click Order settings.

    2. In Grant affiliate commission when the order is, keep Paid or choose Fulfilled.

    3. In Revoke the affiliate’s commission when the order is, keep Canceled or refunded, or choose only one of them. Click Save in the bar at the top of the page if you changed anything:

      Order Settings (1), with the grant options (2) and the revoke options (3)

    4. Click Payment. In Affiliate Payment Methods, untick the methods you don’t offer. Click the pencil next to a method to change what it asks affiliates for, or Add payment method to add your own:

      Payment (4) and the Affiliate Payment Methods list with all four methods ticked (5)

    Affiliates choose one of these methods in their portal. You pay them yourself, then record it on the Payouts tab.

  8. Check an affiliate’s link and portal

    1. Click Affiliate program in the app menu. On the Affiliates tab, click an approved affiliate’s name.

    2. Under Affiliate campaign, find their Affiliate link. It’s your store address followed by ?baf_ref= and the affiliate’s code.

    3. Click Log in as affiliate to open their portal and see what they see:

      An approved affiliate with the Affiliate link (1) and the Log in as affiliate button (2) marked

    The login link works once and expires after 5 minutes. Click the button again if it has expired.

  9. Turn on the app embed → Click Save

    The app embed is what puts Bloop on your online store and records visits from affiliate links, so it comes last. If App embed status already shows Active and a Manage button, the embed is on: skip to the test below.

    1. In the Shopify admin sidebar, click BLOOP Refer & Aff to open the Bloop home page.

    2. In App embed status, click Turn on:

      App embed status showing Inactive, with the app in the sidebar (1) and the Turn on button (2) marked

    3. Click Save:

      The theme editor with the BLOOP Refer & Aff app embed switched on and the Save button marked (3)

New affiliates sign up on the registration form you added in step 4:

The affiliate registration page on a storefront, with benefits and the sign-up form

Once approved and activated, affiliates log in to their portal. The dashboard shows their sales, their commission, their Affiliate link and their Coupon code:

The affiliate portal dashboard with sales, commissions and the affiliate link