# About UpPromote: Affiliate & Referral Marketing

Power trusted partnerships. Fuel measurable growth.

### UpPromote: Affiliate & Referral Marketing

UpPromote is a Shopify affiliate and referral app. You can build affiliate programs, track sales, set commissions, and pay affiliates without leaving Shopify.

It's the #1 rated affiliate app on Shopify. It holds 4.9/5 from 3,200+ reviews and carries the Built for Shopify badge. That badge means Shopify has verified it meets their top standards for speed and reliability.

A free plan is available. Paid plans start at $29.99/month.

{% embed url="<https://www.youtube.com/embed/8Ia8SZE-YE4?si=7XvLNUd18Jx8q2Yy>" %}

### Plans at a glance

| <p><br></p>                   | **Free**  | **Growth**           | **Professional**       | **Enterprise**       |
| ----------------------------- | --------- | -------------------- | ---------------------- | -------------------- |
| **Monthly price**             | $0        | $29.99               | $89.99                 | $199.99              |
| **Performance fee**           | None      | 2% of referral sales | 1.5% of referral sales | 1% of referral sales |
| **Affiliates**                | Unlimited | Unlimited            | Unlimited              | Unlimited            |
| **Programs**                  | 1         | Unlimited            | Unlimited              | Unlimited            |
| **Auto-tier commission**      | ✗         | ✗                    | ✓                      | ✓                    |
| **MLM / Network recruiting**  | ✗         | ✗                    | ✓                      | ✓                    |
| **PayPal auto-payout**        | ✗         | x                    | ✓                      | ✓                    |
| **Auto-apply discount links** | ✗         | x                    | ✓                      | ✓                    |
| **Marketplace listing**       | ✗         | ✓                    | ✓                      | ✓                    |
| **White-label portal**        | ✗         | ✗                    | ✗                      | ✓                    |
| **Tax documents (W-9, 1099)** | ✓         | ✓                    | ✓                      | ✓                    |
| **Live chat support**         | 24/7      | 24/7                 | 24/7                   | 24/7 (priority)      |

Full details:[ UpPromote Pricing Plans](https://uppromote.com/pricing/). See also the [Pricing and plan details](/pricing-plans/pricing-details).

### How UpPromote works

UpPromote runs your affiliate program in five stages, from setup to payout.

#### Stage 1: Set up your program

UpPromote creates a default program and sign-up form when you install the app. You can use them as-is or customize them.

Here's what you can set up:

* Commission rules (flat rate, percentage, per-product, tiered, or lifetime)
* A branded affiliate registration form
* Email templates for your affiliates
* A payment method (manual or PayPal auto-payout)

#### Stage 2: Recruit affiliates

Share your sign-up link to start getting affiliates. UpPromote gives you four ways to grow your affiliate base:

* Sign-up link: share it by email, on social media, or embed it on your site
* Post-purchase popup: invite customers to become affiliates right after they buy
* UpPromote Marketplace: list your program to reach ready-to-promote affiliates (Growth plan and above)
* MLM / Network recruiting: let affiliates recruit others into your program (Professional plan and above)

UpPromote alerts you when someone applies. You approve or decline from your dashboard. You can also auto-approve affiliates if you prefer.

#### Stage 3: Affiliates promote

Each approved affiliate gets access to:

* A unique tracking link that UpPromote creates for them
* A coupon code, if you choose to assign one
* Your Media Gallery of banners, images, and assets you upload

#### Stage 4: Track referrals

A customer clicks an affiliate link and places an order. UpPromote records it as a referral order right after payment goes through.

You and the affiliate both get an email alert.

Go to[ Referrals](/management/referrals) to review each order. Approve or deny it from there.

{% hint style="success" %}
**Good to know:** Only approved referrals count toward commission. Pending and denied orders are not included. Learn how sales are matched to affiliates in[ How Affiliate Tracking Works](https://docs.uppromote.com/management/referrals/tracking-types-priority).
{% endhint %}

#### Stage 5: Pay your affiliates

UpPromote calculates commission for you, based on your program rules. You have two ways to pay:

* Manual payout: works on all plans. Pay affiliates whenever you're ready.
* PayPal auto-payout: Growth plan and above. UpPromote sends payments on your schedule.

{% hint style="success" %}
**Good to know:** Paid plans charge a performance fee on referral sales. The fee is 2% on Growth, 1.5% on Professional, and 1% on Enterprise. This is on top of your monthly cost. You pay no fee during the 14-day free trial.&#x20;
{% endhint %}

## Frequently asked questions

#### Is UpPromote free?

Yes. The free plan includes unlimited affiliates, one program, and core tracking. Paid plans start at $29.99/month. They add multiple programs, PayPal auto-payout, Marketplace access, and advanced commission types. See[ UpPromote Pricing Plans](/pricing-plans/pricing-details).

#### How does UpPromote track affiliate sales?

UpPromote uses three tracking methods: affiliate links, coupon codes, and email addresses. You can turn each one on or off in Settings. See[ How Affiliate Tracking Works in UpPromote](/management/referrals/tracking-types-priority).

#### Can I run multiple programs at the same time?

Yes. This works on the Growth plan and above. Each program has its own commission rules, sign-up form, and affiliate group. The free plan supports one program. See[ Programs](/management/programs).

#### What makes UpPromote different from other Shopify affiliate apps?

UpPromote is the Shopify affiliate app with the Built for Shopify badge. It also includes a built-in marketplace, MLM recruiting, anti-leak discount links, and 24/7 live chat. It's the #1 rated affiliate app on Shopify, with 4.9/5 from 3,200+ reviews.

#### Does UpPromote work with subscription products?

Yes. It connects with **Loop,** **Appstle**, **Recharge**, **Bold**, **Seal**, and **Recurpay.** See[ Subscription apps](/settings/integrations/subscription-apps).

#### Is there a free trial?

Yes. Every paid plan comes with a 14-day free trial.&#x20;

### New to UpPromote? Start here

* [Set Up Your Affiliate Program](/management/programs)
* [Create Your Affiliate Registration Form](/management/affiliate-registration-form/form-editor)
* [Set Up Your Commission Structure](/management/programs/program-settings/commission-structure)
* [Recruit Your First Affiliates](/recruit-affiliates/a-guide-for-beginners)
* [Compare Pricing Plans](/pricing-plans/pricing-details)

### Related articles

* [What Is Affiliate Marketing?](/basic-knowledge/affiliate-marketing-definition)
* [How to Set Up Commission Structure in UpPromote](/management/programs/program-settings/commission-structure)
* [How Affiliate Tracking Works in UpPromote](/management/referrals/tracking-types-priority)
* [How to Set Up Payment Methods in UpPromote](/management/payments)
* [UpPromote Pricing Plans](/pricing-plans/pricing-details)

*Last updated: June 2026*

<br>


# UpPromote Changelog

What's new at UpPromote?

## <mark style="color:red;">AUGUST 2026 UPDATES</mark>

#### **Media Gallery Optimization**

<mark style="color:$info;">Aug 6, 2026</mark>

We've updated Media Gallery to give you more control over which affiliates can access your media assets.

Here's what's new in this release:

* **Program-based access** — When uploading or editing any media item (image, video link, file, or link), you can now assign access by program. Choose **All programs** to share with everyone, or select **Specific programs** to limit visibility to designated affiliate groups. The same applies when creating or editing categories.
* **Bulk actions** — Select multiple media items at once to **Edit access**, **Move to category**, **Download**, or **Delete** in one go.
* **Move to category** — Move one or multiple media items to a different category directly from the media list.
* **Multi-store sync** — Media items and their program access settings (**Share to**) are now automatically synced to sub stores according to the program mapping when using Multi-store.

For more details, please follow [this guide](https://docs.uppromote.com/motivation/media-gallery#id-2.-add-media-assets).

<figure><img src="/files/1cgZzFjOyZic2pHUFKK0" alt=""><figcaption></figcaption></figure>

#### **Germany Invoice**

We're excited to announce the release of Germany Invoice in UpPromote!

With this new invoice type, German merchants can now issue affiliate commission invoices that comply with German VAT law ([§14 UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html)) — automatically, without editing each invoice by hand.

Here's what's included in this release:

* **Gutschrift format** — Issue a self-billing invoice on behalf of your affiliates, including the legal identity and tax number of both sides, a VAT line, and the required legal note.
* **Automatic legal notes** — The system applies the correct note for each affiliate: [§19 UStG](https://www.gesetze-im-internet.de/ustg_1980/__19.html) for Kleinunternehmer, or §13b Reverse Charge for affiliates in other EU countries.
* **Legal identity setup** — Enter your company name, address, Steuernummer, and VAT ID once in Settings, and they appear on every invoice you issue.
* **Registration form auto-setup** — When you activate Germany invoice, we add the tax number fields to your affiliate registration form and set Country as required, so new affiliates provide what you need upfront.
* **Compliance warnings** — Get alerted before downloading if an invoice is missing details required by [§14 UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html), plus an Excel summary of affected invoices when you export in bulk.

For more details, please follow [this guide](/management/payments/export-invoice/germany-format-invoice).

<figure><img src="/files/1UODDKpZO5Vafni0niRV" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">JUNE 2026 UPDATES</mark>

#### Creator Discovery

We're excited to announce the release of **Creator Discovery** in UpPromote!

With this new feature, you can now find, evaluate, and manage creators across Instagram, TikTok, and YouTube — all without leaving UpPromote.

Here's what's included in this release:

* **Standard Search** — Search creators by username, with Advanced Filters to narrow results by performance metrics, audience demographics, content topics, and account attributes.
* **Full Creator Report** — Access in-depth analytics for any creator, including audience demographics, fake follower estimates, growth metrics, and content performance. Reports can be exported as PDF.
* **Creator Profile panel** — Preview a creator's key stats, popular posts, lookalikes, and collaboration history directly from the search results page.
* **List management** — Save promising creators to your List and add internal notes to keep your team aligned throughout the outreach process.

For more details, please follow [this guide.](https://docs.uppromote.com/outreach/affiliate-recruitment/creator-discovery)

<figure><img src="/files/TCwxPvIjW0V3bSQTgAIp" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">MARCH 2026 UPDATES</mark>

### New Analytics

<mark style="color:$info;">Mar 20, 2026</mark>

We’re excited to announce the release of new **Analytics** page in UpPromote!

This new version has the following changes:

* Interface update to be more intuitive and user-friendly.
* Added new metrics to better evaluate business performance and support merchants in decision-making: **CR**, **AOV**, **CPC**, **ROI**, **CAC**&#x20;
* Display top 5 affiliates and top 5 products by sales to keep Analytics focused on important information. Merchants can view full data by clicking **View details** to open **Affiliate analytics** and **Product analytics**.

For more details, please follow [this guide](https://docs.uppromote.com/management/analytics).

<figure><img src="/files/IIuqxdEbPYwWw4bmLpQ7" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">NOVEMBER 2025 UPDATES</mark>

### Auto-discount for Third-party stores

Auto-discount is now available on third-party storefronts (e.g., WordPress, headless, Hydrogen) - not just Shopify themes. You can create fresh Auto-discount rules (up to **5 per program**) that auto-apply at Shopify checkout when customers come via affiliate links.

To get started, please follow the guide in [this document](/settings/integrations/others) to set up Auto-discount for your Third-party stores.&#x20;

<figure><img src="/files/3SblZReum4LxFlwA2UeR" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">SEPTEMBER 2025 UPDATES</mark>

### **Introducing Anti-leak discount; Auto-discount expanded to 5 rules**

<mark style="color:$info;">Sep 22, 2025</mark>

Worried about leaked coupons hurting your margins? We’ve got you.

The new **Anti-leak discount** feature applies discounts automatically at checkout when customers arrive via affiliate links. Because it injects the discounts directly, no coupon code is created in Shopify Discounts. ***No coupon - no leak**.*&#x20;

Anti-leak is a new option within Auto-discount. Therefore, we’ve also expanded **Auto-discount** to support **up to 5 rules per program**, giving you flexibility to create a dedicated rule for affiliates affected by leaks while other affiliates continue using their affiliate coupon or defined coupon to promote.

To set up Anti-leak discount, please go to **Programs** > click on a program's name to open the **Edit program** page > scroll down to find the **Auto-discount** section > click **Set up/Manage**.

<figure><img src="/files/uuO8hTjHmfKp7ue2Ezqs" alt=""><figcaption></figcaption></figure>

After that, click **Add auto-discount rule** > fill out **Rule name** > enable the **Active** toggle > select targeted affiliates that are eligible for this rule > select **Anti-leak discount.** For more details on configuring the Anti-leak discount, follow [this guide](/management/programs/auto-discounts-with-affiliate-link).

<figure><img src="/files/34scnLczE5xtfNyBZuJc" alt=""><figcaption></figcaption></figure>

### Export MLM network list

<mark style="color:$info;">Sep 03, 2025</mark>

Due to the limited number of entries in the Network list table, affiliate networks with large downlines may not be fully visible. To address this, we've introduced a new function that lets you export the entire MLM network list. This allows you to gain a comprehensive view of the whole network, making it easier to manage.

To export it, simply go to **Outreach** > **Multi-level Marketing** > **See MLM tree** > click **Export all**.&#x20;

<figure><img src="/files/Ae3Y0X0afU8c0Q52487X" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">AUGUST 2025 UPDATES</mark>

### Email notifications for in-app chat with affiliates

<mark style="color:$info;">Aug 28, 2025</mark>

You can now receive email notifications when you're offline from chat and an affiliate messages you. This feature ensures you're notified of incoming chat messages so you can respond to affiliates promptly.

Similarly, the system will send an email to affiliates if you send a message and they're offline.

To turn it on, go to **UpPromote** > **Outreach** > **Chat with affiliates** > **Chat settings** > enable **Email notifications**.

<figure><img src="/files/UFZkzZ3Na71eTZdMbo4p" alt=""><figcaption></figcaption></figure>

### Auto-payout with Store Credit

<mark style="color:$info;">Aug 22, 2025</mark>

We're glad to introduce **Auto-payout with Store Credit** - a feature designed to help merchants minimize their manual workload while ensuring affiliates receive accurate and timely payouts.

This feature offers three auto-payout options: **Pay immediately upon referral approval**, **Specific date**, and **Payment cycle**. To learn more about each option, please see the details [here](/management/payments/in-app-payments/schedule-paypal-auto-payout). We hope these options will fully meet your needs.

<figure><img src="/files/JUkDGIIUZhLWBMAmXrlI" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">JULY 2025 UPDATES</mark>

### **Combine Coupon with Shopify Discounts**

<mark style="color:$info;">Jul 27, 2025</mark>

We’re excited to announce the release of coupon combination features in UpPromote!

As a merchant, you can now [assign affiliate coupons](/motivation/coupons/assign-coupons) that can be combined with other Shopify discounts at checkout. Letting customers use multiple discounts on their orders is an effective way to promote your affiliate programs and drive higher revenue.

<figure><img src="/files/zSuRcYI0yA9s6gEZX59e" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KEwxmllFUbrvYkes5lyt" alt=""><figcaption></figcaption></figure>

### Combine Store credit with Shopify product and order discounts

<mark style="color:$info;">Jul 22, 2025</mark>

We’re excited to announce the release of store credit combination features in UpPromote!

Besides free shipping discounts, merchants can now allow store credit to combine with Shopify product and order discounts at checkout. This feature is expected to effectively promote merchants' affiliate program and customer referral. Learn more about the new feature [here](/management/payments/in-app-payments/store-credit).

<figure><img src="/files/hIFLjr211qdj6GNc1axs" alt=""><figcaption></figcaption></figure>

### Display affiliate coupon applied on referral details

Jul 18, 2025

We're excited to announce that **affiliate coupons are now displayed on referral details** in both the merchant and affiliate portals. This means you'll know exactly which coupon was used for each affiliate's referral.

<figure><img src="/files/peGIgYIOH8RGll5zs9Xc" alt=""><figcaption></figcaption></figure>

### New tracking method - Web Pixel for Third-party stores

Jul 17, 2025

To improve accuracy and align with Shopify’s latest requirements, we’ve introduced **Web Pixel** as the new method for tracking affiliate referrals on third-party stores. This upgrade replaces the previous **ScriptTag** tracking method.

As part of this change, ScriptTag will soon be deprecated and removed. To avoid any disruption in tracking, we recommend all third-party merchants update the code to Web Pixel as soon as possible.

**How to update your tracking code:**

* Go to **Settings > Integration > Third-party tracking**, then click **View guide** to access the new Web Pixel code.
* You can follow the instructions in-app to set up or refer to this [detailed guide](https://docs.uppromote.com/settings/integrations/others?utm_source=changelog\&utm_medium=click\&utm_campaign=3rd-party-tracking#third-party-tracking-integration) for step-by-step support.

<figure><img src="/files/cOVElbMwmmh5CYiSfXZ0" alt=""><figcaption></figcaption></figure>

### Updates to Payment tab and Store credit payments

Jul 01, 2025

In your Merchant portal, the **PayPal payment** tab is now called **In-app payment**. This tab now includes payouts for two payment methods:

* **PayPal** (if you've integrated with PayPal)
* **Store credit**

{% hint style="warning" %}
You won't find **store credit payments** in the Manual payment tab anymore; they're **exclusively shown** under **In-app payment.**
{% endhint %}

<figure><img src="/files/3tJWDtTNJbyxGdtG94zV" alt=""><figcaption></figcaption></figure>

In Affiliate portal, you'll notice a change in the Payment settings user interface for the **bank transfer** method. Affiliates can now add their **preferred payout currency** directly.

<figure><img src="/files/bbsX4z4UmGVn84WxwHKn" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">MAY 2025 UPDATES</mark>

### Action required: UpPromote essentials app embed

May 29, 2025

To comply with Shopify’s [latest requirement for affiliate apps](https://shopify.dev/docs/apps/launch/built-for-shopify/requirements#use-web-pixels-for-affiliate-program-apps) and improve tracking accuracy, UpPromote is switching to a new tracking technology called **Web Pixel**.&#x20;

To enable Web Pixel tracking on your store, you need to activate the **UpPromote essentials app embed**. This replaces the current ScriptTag method, which will be removed on **June 23, 2025**.

### What you need to know

* The current **ScriptTag** tracking method will no longer be supported in UpPromote after June 23, 2025.
* You **must enable UpPromote essentials app embeds** to run Web Pixel tracking on your store and ensure accurate affiliate referral tracking.
* Failure to enable UpPromote essentials before June 23, 2025 may result in **missing referral data**. UpPromote cannot be held responsible for referrals missed due to this.
* Web Pixel offers more reliable and seamless tracking integration compared to the previous method.

### How to enable UpPromote essentials app embed

1. Log in to your Shopify Admin dashboard.
2. Navigate to **Online Store > Themes**.
3. Click **Customize** on your current live theme.
4. In the theme editor, click on **App embeds** (usually located under the **Theme settings**).
5. Find **UpPromote essentials** in the list of app embeds.
6. Toggle the switch to **enable** it.
7. Click **Save** in the theme editor to apply the changes.

<figure><img src="/files/cIRaBkOaQgjNaL7JWc9a" alt=""><figcaption></figcaption></figure>

### MooseDesk integration&#x20;

May 22, 2025

We’re excited to announce that UpPromote is now integrated with MooseDesk, bringing a seamless support experience to both merchants and affiliates.&#x20;

With this integration, affiliates can easily reach out to merchants via a convenient chat widget directly on their affiliate account page, enabling real-time communication and quick issue resolution.&#x20;

As a merchant, you can benefit from centralized management of all chats and support tickets through the MooseDesk app, ensuring efficient and organized affiliate support. Please refer to [this document](https://docs.uppromote.com/settings/integrations/integration-helpdesk-for-affiliates?utm_source=changelog\&utm_medium=click\&utm_campaign=doc#moosedesk-integration) for more details and instructions on setting up MooseDesk integration.

<figure><img src="/files/EAiwDsqajSbbuVtScpNR" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">MARCH 2025 UPDATES</mark>

### **Bulk download invoices - Payments**&#x20;

Mar 28, 2025

We’re excited to announce the release of the "[**Bulk download invoice**](/management/payments/export-invoice)**"** feature in UpPromote!

Merchants can export invoices in bulk instead of downloading one single invoice. Invoice files will be sent via email and stored in a .zip file. Please refer to [this document](/management/payments/export-invoice) for more details.

<figure><img src="/files/9WHdHjYn4d4N6PF6oVhr" alt=""><figcaption></figcaption></figure>

### **New layout updates - Settings, Programs, Affiliate profile**&#x20;

Mar 26, 2025

We’re excited to introduce several updates to improve your experience using the app. Here’s a summary of the changes:

#### 1. Settings layout change

* The Settings **menu** has been reorganized into **horizontal tabs** for more intuitive navigation. Some features are also relocated between Settings tabs.&#x20;
* **Product analytics settings** are now located on the **Analytics** page.

<figure><img src="/files/yUyN3Q6tHu3pqe8f6Vlf" alt=""><figcaption></figcaption></figure>

#### **2. New Displays menu**

* **Affiliate display settings** (e.g., Registration form, Affiliate account text) are now found under a separate **Displays menu** in the main menu.

<figure><img src="/files/qNGCLjDkVNk8y6a2vYis" alt=""><figcaption></figcaption></figure>

#### **3. Add/Edit program update**

* The **Special product commission** feature has been moved to a dedicated area on the **Add/Edit Program** page for easy access.
* The **Excluded products/collections from commission** option has been separated from the Tax & Shipping section for better organization.

<figure><img src="/files/wLQ7hnKA5OMyMsNSEdYl" alt=""><figcaption></figcaption></figure>

#### **4. Affiliate profile enhancements**

* The **Commission** and **Network** tabs now display as **two sections** on the affiliate profile with an overview of the statistics for each.
* Clicking **"View details"** will open the old tabs with detailed data for each section.

<figure><img src="/files/Adg4z1kFKsNsKnKQpWff" alt=""><figcaption></figcaption></figure>

These changes are designed to make the app easier to use and improve your ability to manage your affiliate program effectively. If you have any questions or need help navigating the new layout, please don’t hesitate to reach out to our support team.

### **New referral displays, customer Journey and program rules release**

Mar 24, 2025

We’re excited to announce the release of several new features in UpPromote!

The updated [**Referral List & Details**](/management/referrals/referral-list-and-details) now provide a more detailed view of commission calculations, giving you full transparency into how commissions are earned.&#x20;

Additionally, the new [**Customer Journey**](/management/referrals/customer-journey) feature lets you track the path your customers take, from browsing your store to the referral order, including the channels they were referred from. These updates will help you gain deeper insights into your affiliate program performance.

We’ve also revamped [**Program Rules**](/management/programs/program-settings/commission-calculation-settings) to give you more control over exclusions. You can now choose to exclude **shipping**, **taxes** (product and shipping tax), or **tip** when calculating referral commissions. These updates will help you fine-tune your affiliate program and better manage commission settings.

<figure><img src="/files/kHJQLg5yXRnrL3tpNjaA" alt=""><figcaption><p>New referral details</p></figcaption></figure>

<figure><img src="/files/wD6MIBR0ZgRXhFmI5G5N" alt=""><figcaption><p>New customer journey</p></figcaption></figure>

<figure><img src="/files/G9qLUetKwk56TYcdGoFS" alt=""><figcaption><p>New program exclusion rule</p></figcaption></figure>

## <mark style="color:red;">JANUARY 2025 UPDATES</mark>

### **Removal of Post-purchase Popup Feature**

Jan 21, 2025

The **Post-purchase popup** feature has been officially removed as part of [Shopify’s deprecation of ScriptTag on checkout](https://shopify.dev/docs/apps/build/online-store/blocking-script-tags?syclid=ctb5vae3879s73ahli30t#does-your-app-still-require-scripttags-on-the-order-status-page). We recommend you switch to the [**Post-purchase signup**](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral?utm_source=changelog\&utm_medium=click\&utm_campaign=doc#id-2.-post-purchase-signup) feature, which provides a seamless and compliant alternative for post-purchase engagement. This change ensures compatibility with Shopify’s Checkout Extensibility framework and enhanced functionality for merchants.

### Add two new languages for Affiliate account: Finnish and Vietnamese

Jan 9, 2025

We’re excited to announce that affiliate accounts now support two additional languages: **Finnish** and **Vietnamese**. This update aims to enhance the experience for affiliates in these regions and support their local language preferences.

<figure><img src="/files/DGYqWxl3KzYiLB8CQLTr" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">DECEMBER 2024 UPDATES</mark>

### Generate 1099-NEC forms

Our brand-new **1099-NEC form generation** feature makes it easier than ever to create and manage 1099-NEC forms for your affiliates, ensuring compliance with IRS regulations for reporting non-employee compensation.

**Key Benefits:**

* Automatically calculate and generate 1099-NEC forms for affiliates earning $600 or more.
* Download or export forms easily for e-filing or sharing with affiliates.

[Learn more](/settings/tax-documents/generate-1099-nec-forms)

***

## <mark style="color:red;">SEPTEMBER 2024 UPDATES</mark>

### Add your Affiliate registration page to your store

Sep 23, 2024

We’re making affiliate recruitment even easier! You can now add your affiliate registration page directly to your online store, making it simpler for potential partners to join your program without leaving your site. Keep everything in one place for a smooth and professional signup experience.

[Learn more](/management/affiliate-registration-form/add-registration-form-to-storefront)

***

### Recurring commission

Sep 06, 2024

If you use subscription apps that currently integrate with UpPromote, like Appstle, Bold, or Recharge, this one is for you. You can now set a different commission rate for recurring orders, empowering affiliates to earn more as customers stick around. Take full control of your subscription-based sales!

<figure><img src="/files/Wh1pZRO59u3BKSCT88nD" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/settings/integrations/subscription-payment-apps#recurring-commission-setup)

***

## <mark style="color:red;">AUGUST 2024 UPDATES</mark>

### Combine Store credit with free shipping

Aug 28, 2024

We’re making rewards even better! Affiliates can now combine coupon codes generated from their Store Credits with free shipping discounts for even greater savings. It’s the perfect way to add more value to your affiliate program and drive more engagement.

[Learn more](https://docs.uppromote.com/management/payouts/in-app-payouts/store-credit#combine-with-free-shipping-discounts)

***

### Post-purchase signup for Customer referral

Aug 09, 2024

Introducing the Post-purchase popup, an exciting new display in the Customer Referral feature! This enhancement allows you to add a referral program signup section directly to your Thank you or Order status page. Now, your customers can effortlessly join your referral program and receive their referral link immediately after completing a purchase—no extra steps needed!

<figure><img src="/files/uPTLzWwHbaKwdOvJCrzT" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral#id-2.-post-purchase-signup)

***

### Premium templates for Affiliate registration page

Aug 06, 2024

We’re excited to introduce a game-changing feature that’s going to take your affiliate program to the next level—our brand-new **Registration Page templates**! 🎉&#x20;

Imagine turning your simple registration form into a complete, visually engaging registration page that truly reflects your brand and convinces potential affiliates to join your program. With our premium templates, now available on the Growth plan and above, you can:

* Create an impactful first impression
* Customize your way
* Boost sign-up rates

<figure><img src="/files/25wwpUEeMKsb5Lx7MEhk" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/management/affiliate-registration-form/form-editor#design-and-content-settings)&#x20;

***

## <mark style="color:red;">JUNE 2024 UPDATES</mark>

### Customer referral updates

Jun 07, 2024

We're excited to introduce enhancements to the Customer Referral feature, providing you with new display options and customization to boost your affiliate recruitment.

1. **Display options**&#x20;

You can now select different display types for customers to sign up for your referral program, which is accessible via the **Display** page. Each display type allows customization to match your store's branding and customer engagement strategy

<figure><img src="/files/04afwUo74BQWWMxi7ksh" alt=""><figcaption></figcaption></figure>

2. **Separated customer list**

Customer accounts will be displayed separately from affiliate accounts. To review the customer list, go to **Affiliates** > select **Customers**.

<figure><img src="/files/BrfKGa2n4bUjAcWg2uu1" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral#displays)

***

### Exclude products from commission

Jun 06, 2024

You can now specify which products or collections should not generate commissions by setting up the brand-new feature: **Exclude products/collections from commission**. Whether you want to exclude low-margin items, promote specific products, or manage inventory more effectively, this feature ensures that certain products or collections are excluded from commission calculations and affiliate tracking. Let’s start tailoring your affiliate strategy to suit diverse marketing goals!

<figure><img src="/files/yFYpHYDY4UYR9kPsLrS6" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/management/programs/program-settings/exclude-products-collections-from-commission?utm_source=changelog\&utm_medium=exclude-products-from-commission\&utm_campaign=docs#exclude-products-from-commission)

***

## <mark style="color:red;">MAY 2024 UPDATES</mark>

### Set the default affiliate link for each program

May 16, 2024

If you have multiple programs and want their affiliate links to redirect to different pages of your store rather than the homepage, you can now make use of the new function **Set default affiliate link for each program**. It helps you tailor your affiliate marketing strategies more effectively to suit the specific needs of each program. This not only enhances targeting and personalization but also improves the potential for tracking and analyzing the performance of different affiliate initiatives independently.

<figure><img src="/files/WuRflwfJVQFUI0ZtULus" alt=""><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/settings/affiliate-link-settings/default-affiliate-link?utm_source=changelog\&utm_medium=default-affiliate-link-for-each-program\&utm_campaign=docs#default-affiliate-link)

***

## <mark style="color:red;">APRIL 2024 UPDATES</mark>

### Add more sync options to Multi-store

Apr 23, 2024

Previously, this feature was limited to syncing affiliates and coupons across multiple stores. With the latest update, the Multi-store feature now supports additional sync options or allows you to switch off Syncing and simply connect stores together.&#x20;

You can choose to sync programs and other program-related features, such as Multi-level Marketing, Bonuses, and other important settings like Payment methods, Registration form, … allowing for a more cohesive and integrated management of your affiliate campaigns.

<figure><img src="/files/jB0IroR8ngW6tYrfVcXz" alt="" width="375"><figcaption></figcaption></figure>

[Learn more](https://docs.uppromote.com/settings/advance-settings/connect-multiple-stores?utm_source=changelog\&utm_medium=multi-store\&utm_campaign=docs#new-sync-preferences)

***

### Integrate with Recurpay

Apr 1, 2024

UpPromote is officially integrated with Recurpay subscriptions. Recurpay users can track recurring orders in UpPromote to ensure continuous commission earnings for affiliates.

[Learn more](https://docs.uppromote.com/settings/integrations/subscription-payment-apps?utm_source=changelog\&utm_medium=recurpay\&utm_campaign=docs#recurpay-integration)

<figure><img src="/files/srATdeuvZ9tTQQXK7IXL" alt=""><figcaption></figcaption></figure>

***

## <mark style="color:red;">MARCH 2024 UPDATES</mark>

### New visual MLM Tree now available in the Multi-level marketing feature

Mar 13, 2024

With this brand-new function, you can search for each affiliate and get a comprehensive view of their uplines and downlines, all on an easily navigable visual board.

[Learn more](https://docs.uppromote.com/outreach/affiliate-recruitment/mlm?utm_source=changelog\&utm_medium=mlm-tree\&utm_campaign=docs#id-6.-see-mlm-tree)

***

### Enhanced Thank You page features

Mar 04, 2024

UpPromote has released some exciting improvements to the Thank you page:

1. Add a dedicated section for editing the Thank You page of each program.
2. Streamline some default text.
3. Include additional information for affiliates in case they are auto-approved to join your program(s).

[Learn more](https://docs.uppromote.com/management/affiliate-registration-form/thank-you-page?utm_source=changelog\&utm_medium=thank-you-page\&utm_campaign=docs)

***

## <mark style="color:red;">NOVEMBER 2023 UPDATES</mark>

### Select the default payment method for each program

Nov 08, 2023

You can now select the default payment method for each program so that the system can automatically choose that payment option for affiliates when they join the program.

[Learn more](https://docs.uppromote.com/set-up/program/default-payment-method?utm_source=changelog\&utm_medium=default-payment-method\&utm_campaign=docs)

<figure><img src="/files/WDnHWUh92ADLSCHKEVRY" alt=""><figcaption></figcaption></figure>

***

### Auto-create Custom link is now available

Nov 03, 2023

With the Auto-create Custom link feature, you’ll be able to generate unique custom links automatically for newly registered affiliates and existing affiliates, following the rule you set up in the feature.

[Learn more](https://docs.uppromote.com/settings/affiliate-link-settings/custom-link/auto-create-custom-link)

<figure><img src="/files/wGl5SCgVArKjLaew20ZQ" alt="" width="563"><figcaption></figcaption></figure>

***

## <mark style="color:red;">OCTOBER 2023 UPDATES</mark>

### New options for Add a new coupon

Oct 31, 2023

UpPromote has recently added extra coupon options derived from Shopify coupon settings. You can now create an **Order discount**, **Product discount** or **Free shipping** coupon. Furthermore, you will have an option to set the **Minimum purchase requirements** for customers to receive discounts, and the Usage limit that **Limit coupon to one use per customer**.

[Learn more](https://docs.uppromote.com/motivation/coupons/assign-coupons)

<figure><img src="/files/dgg9y96J5W9kb7Y2Ktz6" alt=""><figcaption></figcaption></figure>

***

## <mark style="color:red;">SEPTEMBER 2023 UPDATES</mark>

### New email template: New coupon

Sep 20, 2023

Affiliates will now receive the **New coupon** email whenever you create and assign coupons manually to them on the *Coupons* page. You can edit this email template anytime by going to **Outreach** > **Emails**.

<figure><img src="/files/XUkPwCY4affVlZT2vCnZ" alt=""><figcaption></figcaption></figure>

***

## <mark style="color:red;">AUGUST 2023 UPDATES</mark>

### The UpPromote embedded app is live

Aug 03, 2023

We’re thrilled to announce that the **embedded version** of UpPromote is officially released on Shopify. You can now open and use UpPromote directly from your Shopify admin and enjoy a seamless experience using the app.

In this update, we have improved the Onboarding process and Home page. Specifically, the **Onboarding** process has been shortened and focuses more on your primary role as a merchant in an Affiliate Marketing campaign.&#x20;

<figure><img src="/files/ohDeoMCCE8eVAhzWAUeL" alt=""><figcaption></figcaption></figure>

The **Home** page has also been redesigned and added a **Recommendations** section, where you can explore suggested features that match your goal when running an Affiliate Marketing program

<figure><img src="/files/X37U4Qd6K9ym9epqsqey" alt=""><figcaption></figcaption></figure>

Other notable changes in this embedded app update are the layout and the app speed, which help improve the overall experience.

We hope you enjoy the new version, and please let us know if you have any feedback.

***

## <mark style="color:red;">MAY 2023 UPDATES</mark>

### Duplicate program option

May 10, 2023

If you want to make a copy of the exact same settings of one program, we now have the option to duplicate the program so you won’t have to manually set everything up from scratch. This feature is available from the Growth plan onwards.&#x20;

Kindly note that it will only help duplicate **program settings** and its **registration form**. **Special product commission** will not be transferred over.

<figure><img src="/files/vQl4GY7lyOiiNdYoeV6Q" alt=""><figcaption></figcaption></figure>

***

### Edit Post-purchase popup Thank you page

May 08, 2023

You can now edit the Thank you text in the Post-purchase popup settings and check its live display right on the Preview.

<figure><img src="/files/6k1YpUP8Zm3m7NwNJFNJ" alt=""><figcaption></figcaption></figure>

***

## <mark style="color:red;">APRIL 2023 UPDATES</mark>

### Change Customer Referral 's coupon name

Apr 17, 2023

You are now able to edit Customer Referral’s default coupon name to your preferred one.

<figure><img src="/files/50F8sAvN9EdpWcLo1MjX" alt=""><figcaption></figcaption></figure>

***

## <mark style="color:red;">MARCH 2023 UPDATES</mark>

### Motivate affiliates with New customer commission

Mar 21, 2023

Your feedbacks matter! We have officially released New customer commission, which allows you to set a different commission for affiliates when they bring a totally new customer that does not exist on your Shopify customer list.

This feature helps encourage your affiliates to promote your store widely and refer new customers for a higher commission amount.

[Learn more](https://docs.uppromote.com/management/programs/new-customer-commission)

***

### Theme App Extension integration

Mar 21, 2023

With Shopify theme app extensions, you can add dynamic elements to your Themes without having to interact with Liquid templates or code. This integration helps UpPromote work seamlessly with your latest Themes.

***

### New updates for Klaviyo integration

Mar 14, 2023

Exciting news! UpPromote metrics are now available with the Klaviyo integration. With those metrics, you can automate notification emails to affiliates through Klaviyo by setting up metric-triggered flows based on specific UpPromote events.

[Learn more](https://docs.uppromote.com/set-up/settings/integrations/integrations-email#4.-use-uppromote-trigger-events)

***

### Pricing update announcement

Mar 07, 2023

We are announcing changes to our pricing plans, which is a part of our commitment to improving UpPromote. The new pricing better reflects the increased value we have delivered to our customers over the past years while allowing us to keep upgrading the app and developing new features. Effective March 7, 2023, our monthly pricing plans have been updated as follows:

<figure><img src="/files/ynJYc3nxRpiL0TzRAS9g" alt=""><figcaption></figcaption></figure>

View our pricing details [here](https://uppromote.com/pricing/?utm_source=app-store\&utm_medium=pricing-details\&utm_campaign=app-store-pricing).

Here are some great offers you can avail of:

* The new pricing does NOT apply to existing subscribers (unless you downgrade/cancel and resubscribe).
* A special offer of 20% OFF for any plan will be given to users who have installed UpPromote before March 8, 2023. Please do not hesitate to reach us via chat to claim the discount. We greatly appreciate your business and continued support through this growth and change.\
  If you have any further questions regarding this change, please feel free to let us know.

***

### Auto-payout via PayPal is official here!

Mar 02, 2023

After months of research and development, we’re glad to announce that you can now schedule commission payments automatically and periodically for affiliates. We believe that this will strongly help reduce manual work and save you much time when managing your affiliate campaign.

[Learn more](https://docs.uppromote.com/management/payouts/in-app-payouts/schedule-auto-payment)

***

## <mark style="color:red;">FEBRUARY 2023 UPDATES</mark>

### Customer Referral is now available in Growth plan

Feb 23, 2023

Great news! The **Customer Referral** feature is officially available in the **Growth plan** onwards. The Growth plan is now more helpful than ever when it comes to recruiting affiliates/customers to expand your affiliate team.

[Learn more](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral)

***

## <mark style="color:red;">NOVEMBER 2022 UPDATES</mark>

### Gifts for affiliates are now available

Nov 07, 2022

You can now send **gifts** for affiliates as paid commissions manually or as welcome packages when they join your program. Gifts can be free or discounted products. They are sent automatically when affiliates register and get approved or manually when you want to incentivize affiliates.

[Learn more](https://docs.uppromote.com/motivation/gifts-for-affiliates)

***

## <mark style="color:red;">AUGUST 2022 UPDATES</mark>

### Incentivize your affiliates with Bonuses

Aug 29, 2022

Listening to our beloved customers' voices, we’ve developed the Affiliate Bonus feature, which allows you to give extra commission to affiliates when they meet a certain target. This feature not only encourages affiliates but also makes your affiliate program more advantageous on the market, which can attract potential affiliates.

[Learn more](https://docs.uppromote.com/set-up/new-affiliate-bonus?utm_source=changelog\&utm_medium=click\&utm_campaign=bonus)

***

## <mark style="color:red;">MAY 2022 UPDATES</mark>

### Customer Referral is officially released

May 04, 2022

UpPromote has launched the **Customer referral** feature, which allows your customers to promote your products without the need to join an affiliate program. This helps you boost sales with positive word-of-mouth and connect with your loyal customers.

[Learn more](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral)


# Theme partners

{% hint style="info" %}
Gain a competitive edge by installing products/services from our carefully selected partners. Take advantage of these unique opportunities to enhance your business and unlock new growth possibilities.&#x20;

These theme partners have been recommended based on our testing. However, please note that we are unable to provide support for theme codes. For any inquiries regarding theme functionality, kindly reach out to the respective theme provider.&#x20;
{% endhint %}

Unlock sales revenue with UpPromote's esteemed partners:

## Takeout Theme

<figure><img src="/files/JP5W5JoTIrTE02gONBIC" alt=""><figcaption></figcaption></figure>

Takeout is a friendly, versatile Shopify theme for restaurants, takeaways, and food businesses — built to handle opening hours, menus, and online ordering in one place.

**🚀 Try** [**Takeout Theme**](https://ecomnoon.com/themes/takeout/presets/takeout?utm_source=uppromote) **now!**

## AGILE THEME - NEXTSKY

The #1 Shopify theme to elevate your store, enhance UX, boost conversions, and drive sales!

<figure><img src="/files/xZxgJe5r7zIhAAygX93L" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Agile**](https://bit.ly/AgileUpPromoteNextSky) **now**

## Megamog Shopify theme - The perfect Shopify theme for large inventory stores

<figure><img src="/files/8kctHwJcTtEw2G2Ukv8C" alt=""><figcaption></figcaption></figure>

**🚀Try** [**Megamog**](https://foxecom.com/products/megamog-shopify-theme?utm_source=UpPromote\&utm_medium=DocBanner\&utm_campaign=partnership) **now**

## BoostifyThemes - Premium Themes for WordPress & Shopify

<figure><img src="/files/BajgEc12fIciFl7F6r7a" alt=""><figcaption></figcaption></figure>

**🚀  Try** [**BoostifyThemes**](https://boostifythemes.com/?utm_source=uppromote\&utm_medium=docs-banner) **now**

## Minimog - Next-gen Multipurpose Theme

<figure><img src="/files/6qndbu0bmcRVPrq5Pa2j" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Minimog**](https://themeforest.net/item/minimog-the-high-converting-shopify-theme/33380968?utm_source=UpPromote\&utm_medium=DocBanner\&utm_campaign=partnership2024) **now**

### Eurus Theme - BSS Commerce

<figure><img src="/files/U5pSrFueQSHQWFLkaoBM" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Eurus Theme**](https://themes.shopify.com/themes/eurus/styles/breeze?utm_source=UpPromote\&utm_medium=referral\&utm_campaign=docs-banner) **Now**

### RubikTheme

<figure><img src="/files/2G8DKv7Uez0h6AMoFGAu" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**RubikTheme**](https://bit.ly/3D76XaW) **Now**

### Guza by Uxper

<figure><img src="/files/D806nLYkDXubQJRuhlxR" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Guza**](https://themeforest.net/item/guza-modern-shopify-theme-os-20/42462554) **Now**

### Kairo by Harmoniks

<figure><img src="/files/tugZM2SxHqgvrx1xvJPV" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Kairo**](https://themes.shopify.com/themes/kairo/styles/default?utm_source=Partner\&utm_medium=UpPromote) **Now**

### The4

<figure><img src="/files/tzd9eNLbEQeaXzNamw1r" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**The4**](https://the4.co/?utm_source=uppromote\&utm_medium=docs-banner) **Themes Now**

### ThimPress

<figure><img src="/files/OpcGrZPSguya0fAJFZ2A" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**ThimPress**](https://thimpress.com/?utm_source=Partner\&utm_medium=Uppromote\&utm_campaign=Docs) **Now**

### Sales Hunter Themes

<figure><img src="/files/inj9bHIwyGdltlfjxkc6" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**Blum Theme**](https://themes.shopify.com/themes/blum/styles/solie?utm_source=secomapp\&utm_medium=docs-banner\&utm_id=pf-partners) **Now**

### Halo Themes

<figure><img src="/files/tcLZx9RrXE9KZxmQrwBz" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**HaloThemes**](http://bit.ly/3SwQLHD) **Now**

### SpacingTech

<figure><img src="/files/Hzdixf0mg8ThgI4TUyII" alt=""><figcaption></figcaption></figure>

**🚀 Try** [**SpacingTech**](https://themeforest.net/user/spacingtech_webify/portfolio) **Now**

### **Boost Theme**

<figure><img src="/files/3daxWxsN0UqPzgf8aZJy" alt=""><figcaption></figcaption></figure>

**🚀**  [Free install!](https://boostheme.com/)


# App partners

{% hint style="info" %}
Gain a competitive edge by installing products/services from our carefully selected partners. Take advantage of these unique opportunities to enhance your business and unlock new growth possibilities. \
\
These app partners have been recommended based on our testing. However, please note that we are unable to provide support for app codes. For any inquiries regarding theme functionality, kindly reach out to the respective theme provider.
{% endhint %}

<figure><img src="/files/iaZn3L4kVuw9o4wyWuPL" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/ZJRo2AVa8mLZD5FWDPXe" %}
[Marketing and conversion](/partners/app-partners/marketing-and-conversion)
{% endcontent-ref %}

{% content-ref url="/pages/QoJEHfNaLW13fZEovkSg" %}
[Store management](/partners/app-partners/store-management)
{% endcontent-ref %}

{% content-ref url="/pages/gKjOL7wiMTOvE9fqd6Ai" %}
[Selling product](/partners/app-partners/selling-product)
{% endcontent-ref %}

{% content-ref url="/pages/of8sdgjQqd11dn63okVj" %}
[Store design](/partners/app-partners/store-design)
{% endcontent-ref %}

{% content-ref url="/pages/DHJxd03MLeM8j3iEUFGp" %}
[Profit calculator](/partners/app-partners/profit-calculator)
{% endcontent-ref %}

{% content-ref url="/pages/miiq3vPqPzJoRgYXyJt0" %}
[Orders and Shipping](/partners/app-partners/orders-and-shipping)
{% endcontent-ref %}


# Marketing and conversion

Find your people. Sell them stuff they love. Repeat.

## EcomRise: Upsell & Bundles

<figure><img src="/files/FGVtOxNXLDOhbeNNq3VF" alt=""><figcaption></figcaption></figure>

Sell smarter and grow faster with high-converting tools of EcomRise: Product Bundles, Volume Discounts, BOGO offers, Shoppable Videos, Sales Popups, Trust Badges, Cart Recovery tools, etc. All-in-one solutions to convert more, recover carts, and win every sale.

**🚀   Try** [**EcomRise**](https://apps.shopify.com/ecomrise?utm_source=uppromote\&utm_medium=website-doc-banner\&utm_campaign=partner) **Free Now!**

## Froone Loyalty & Wishlist

<figure><img src="/files/gM7ZDfhocHotKqgfZthj" alt=""><figcaption></figcaption></figure>

Froonze app has one simple goal - help you grow! They provide essential tools that let you engage with your customers and increase sales. The pricing plans are the simplest and most transparent in the market. And their customer support is second to none!

**🚀  Try** [**Froone Loyalty & Wishlist**](https://apps.shopify.com/customer-accounts?utm_source=uppromote\&utm_medium=partners_docs) **now**

## Zotek: Facebook Pixel & Tiktok Pixel

<figure><img src="/files/PV5jhv26Mnl6GXRZQJAO" alt=""><figcaption></figcaption></figure>

Zotek: Facebook Pixel & TikTok Pixel – Your go-to solution for optimizing Facebook and TikTok ads. Easily set up unlimited Pixels and track events accurately with Conversion API, bypassing iOS 14 and Ad Blockers. Get real-time data, make faster decisions, and save on ad costs.

**🚀 Try** [**Zotek: Facebook Pixel & Tiktok Pixel**](https://apps.shopify.com/facebook-multiple-pixel?utm_source=uppromote\&utm_medium=docs\&utm_campaign=recommended-apps) **now**

## BOGOS.io Free Gift Buy X Get Y

<figure><img src="/files/XRZpCda92zDP12z1hzpB" alt=""><figcaption></figcaption></figure>

Boost BFCM sales for your store with powerful promotions, including Free Gifts With Purchase, Discounts, and Bundles

&#x20;**🚀 Try** [**BOGOS.io**](https://apps.shopify.com/freegifts?utm_source=UpPromote\&utm_medium=Document\&utm_campaign=BFCM) **now**

## Loloyal: Loyalty and Referral

<figure><img src="/files/wlPdExy2GI2pHIYuUmHm" alt=""><figcaption></figcaption></figure>

Loloyal, the comprehensive and affordable loyalty solution, aims to attract new customers, cultivate brand fans, boost retention rates, and increase sales with powerful Points, Rewards & Referral systems.

**🚀 Try** [**Loloyal**](https://share.channelwill.com/app/336695dc52f404b7Qj) **now**

## Cross Sell & Upsell by SSC

<figure><img src="/files/nmdmiE2lIYsCliHNTnNg" alt=""><figcaption></figcaption></figure>

Boost sales by customizing cross-sells, upsells, and bundles across 8 strategic locations on your website—pop-ups, cart pages, checkout pages and more!

**🚀 Install** [**Cross Sell & Upsell**](https://apps.shopify.com/cross-sell?utm_source=web-in-app\&utm_medium=partner\&utm_campaign=up-promote) **Now**

## Omega Facebook Pixel

<figure><img src="/files/m8azHluLduAEPqjYV0L9" alt=""><figcaption></figcaption></figure>

Let our Facebook Pixel + Conversion API capture every conversion & fuel Facebook Algorithm with rich data for higher ROAS. Besides accurate tracking (hello IOS14!), we save you time with precise reporting that accumulates in real-time.

🚀 **Install** [**app**](https://apps.shopify.com/facebook-multi-pixels?utm_campaign=partner\&utm_source=uppromote\&utm_medium=docs) **now!**

## FoxKit: All‑in‑one Sales Boost

<figure><img src="/files/5Bx3Z7FtfxPZnvadXcY6" alt=""><figcaption></figcaption></figure>

Maximize conversion rates & sales with tempting upsells & cross-sells, engaging alerts, & advanced analytics.

🚀 **Try** [**FoxKit**](https://foxecom.com/products/foxkit-shopify-app?utm_source=UpPromote\&utm_medium=DocBanner\&utm_campaign=partnership) **now**

### SearchPie

<figure><img src="/files/G6L2Hc5hBx7qSPVHi3Yr" alt=""><figcaption></figcaption></figure>

Rocket your SEO, Pocket more SALES! Elevate your store ranking in search results with SearchPie, an all-inclusive SEO solution that makes your store stand out from competitions.

🚀**Boost SEO with** [**Searchpie**](https://partners.secomapp.com/apps/searchpie/UP_WEBSITE) **now**

### Lookfy Gallery: Lookbook Image

<figure><img src="/files/YBcInbIsGuKbbhT5UjJb" alt=""><figcaption></figcaption></figure>

Lookfy is the ultimate tool for creating captivating image galleries, lookbooks, portfolios, and carousels. Seamlessly tag products, drive sales with bundled upsells, and choose from versatile layouts. Enjoy efficient photo uploads, saving time while enhancing your customers' online shopping experience.

🚀**Install** [**Lookfy Gallery: Lookbook Image**](https://apps.shopify.com/lookfy-lookbook-gallery-1?utm\\_campaign=partner\&utm\\_source=uppromote\&utm\\_medium=help) **for Free!**

### Qikify Upsell Bundle & Discount

Maximize store revenue by upselling and cross-selling campaigns combined with discount promotion

<figure><img src="/files/A5xaHynrpvi3HG0bgxi0" alt=""><figcaption></figcaption></figure>

&#x20;**🚀 Try** [**Qikify Upsell Bundle & Discount**](https://apps.shopify.com/booster-kit?utm_campaign=partnership\&utm_medium=doc_banner\&utm_source=uppromote) **Now**

### AKO Loyalty & Retargeting Ads

<figure><img src="/files/v8oNmNucoveYNK6PPjDZ" alt=""><figcaption></figcaption></figure>

Akohub provides an all-in-one Shopify loyalty retargeting app - Ako Marketing to foster the growth of Shopify stores. The Ako Loyalty Program enhances customer retention with VIP Tiers and various points-earning opportunities like Referrals, Signups, Reviews, Birthdays, and 1-Click Social Login. Key features include seamless points redemption at checkout, Instagram Automation for shoppable messages, a CRM Dashboard for deeper insights, and the Ako Marketing Funnel to boost retargeting conversions while reducing ad costs. Feel free to try it from the Shopify App Store!

&#x20;**🚀 Use** [**Ako Loyalty & Retargeting Ads**](https://apps.shopify.com/ako-retargeting?utm_campaign=partnership\&utm_medium=referral\&utm_source=uppromote) **Now**

### UPEZ ‑ All‑In‑One Cart Upsell

UPEZ is a Shopify app that get people to buy more products by enabling merchants to create upselling offers.

<figure><img src="/files/bKP1chStg6XrzeLO9kFw" alt=""><figcaption></figcaption></figure>

**🚀** [**Try Upez now!**](< https://apps.shopify.com/upez?utm_source=newsletter\&utm_medium=refer\&utm_campaign=uppromote\&utm_content=\&utm_term=>)

### SEOAnt

<figure><img src="/files/4crG4ap7RNcJkBgZ2vNi" alt=""><figcaption></figcaption></figure>

SEOAnt-AI SEO can comprehensively check the SEO performance of the website, such as: checking image alt, h1, meta title, meta description, broken links, sitemap, etc., while providing the best SEO optimization tips and suggestions.

It can also improve your website’s speed performance. Use Chatgpt AI to generate creative and eye-catching product descriptions in seconds. At the same time, you can select the national language version of the AI-generated product descriptions you want.

&#x20;**🚀 Try 7-Day Free Trial** [**SEOAnt ‑ AI SEO Optimizer**](https://share.seoant.com/app/11659e429a70d43Vce) **Now**

### Adoriс: Upsell & Email Pop Ups

<figure><img src="/files/YMCPDVcqEIgGvxaOs00i" alt=""><figcaption></figcaption></figure>

Elevate Shopify sales by 35% with Adoric's easy tools. Set up in minutes for enhanced engagement. Enjoy personalized product recommendations, 40% larger mailing lists, and 15% increased revenue. Re-engage customers, save 1 in 5 abandoned carts and craft a unique brand experience for heightened loyalty.

&#x20;**🚀 Try** [**Adoriс: Upsell & Email Pop Ups**](https://apps.shopify.com/adoric-popups?utm_source=uppromote\&utm_medium=partnership\&utm_campaign=publicbanner\&utm_id=uppromote) **Now**

### TinyIMG

TinyIMG is a one-stop-shop for all page speed optimizer and SEO tools. Use image and SEO optimizer to optimize page speed & search engine rankings to ensure your store’s success, and utilize TinyIMG smart automation and SEO reports to boost store speed and SEO results faster.

<figure><img src="/files/OB8U6lWptMUvtrlpfkpU" alt=""><figcaption></figcaption></figure>

**🚀** Speed up your store with [**TinyIMG**](https://tiny-img.com/?ref=uppromote)

### ReConvert Upsell & Cross-sell

With ReConvert, you can add one-click upsell, post-purchase upsell & discounted upsells to your checkout & thank you page. ReConvert's conversion-focused post-purchase upsell funnel \&checkout blocks helps you grow AOV & maximize the profit of every sale. Recharge your thank you page: collect birthdays, upscale OCU, track orders, offer bundle style cross-sell & more. Get customers to Rebuy & Resell. We help you increase your margins & hit new sales records after-sell.

<figure><img src="/files/ZV8JGnvZXI1vDiXmw9sF" alt=""><figcaption></figcaption></figure>

**🚀 Use** [**ReConvert Upsell & Cross-sell**](https://apps.shopify.com/reconvert-upsell-cross-sell?utm_source=up_promote\&utm_medium=in_app_reccomendation\&utm_campaign=partner_marketing) **Now**

### EasySell COD Form & Upsells

Add a simple COD order form and boost your conversion rate and AOV with Upsells and quantity offers. EasySell simplifies cash payment for your customers by replacing the default Shopify checkout with a tailor-made Cash on Delivery(COD) order form.

<figure><img src="/files/vvUj6ZYGDtw1AWKiZZH4" alt=""><figcaption></figcaption></figure>

**🚀** Use [**EasySell COD Form & Upsells**](https://apps.shopify.com/easy-order-form?utm_source=UpPromote\&utm_medium=doc-site\&utm_campaign=easysell-partnership) Now

### Easy Bundles | Bundle Builder

<figure><img src="/files/HgjNGzVKMX7VU7Ytuyab" alt=""><figcaption></figcaption></figure>

Easy Bundles is an all-in-one bundle builder to skyrocket your AOV with Build your own bundles, Gift Boxes, Fixed Price Bundles, Subscription Bundles, and Volume Discount Bundles. Sell quickly with Pre-Curated Bundles. Complete UI Customization and Branding flexibility.

**🚀** Use [Easy Bundles | Bundle Builder](https://apps.shopify.com/bundle-builder?utm_source=up_partnership_docbanner\&utm_medium=up_partnership_docbanner\&utm_campaign=uppromote\&utm_id=uppromote) Now

### Upsell & Cross Sell — Selleasy

Selleasy displays high conversion pre-purchase & post-purchase upsell offers. Selleasy also supports multi-language and multi-currency Shopify stores. Most of our widgets are embedded & unobtrusive. Choose the style of upsell that suits your store. We also offer free setup assistance on Zoom/chat/email.

<figure><img src="/files/IdikPpAGBqtzxfQgopwz" alt=""><figcaption></figcaption></figure>

**🚀** Use [Upsell & Cross Sell — Selleasy](https://bit.ly/44N0IW7) Now

### **TIB Product Options Variants**

Teeinblue helps you create infinite product options with over 10 option types, increasing your product options and variants to enable buyers to customize products based on flexible choices.&#x20;

<figure><img src="/files/3Omjf1po1Eqgzw4qPEd3" alt=""><figcaption></figcaption></figure>

**🚀** [Free install!](https://apps.shopify.com/teeinblue-product-options?utm_source=up-promote\&utm_medium=document-banner\&utm_campaign=partnership)

### MBC Bundle Products

MBC Bundle Products allow you to create visually appealing bundles that cater to your customers' preferences with advanced customization. Enhance your AOV and drive revenue effortlessly. Whether you want to offer Buy-One-Get-One deals, quantity discounts, or build-your-own bundles, this user-friendly app has got you covered.&#x20;

<figure><img src="/files/cgn66lISBC7nVkmM0i4v" alt=""><figcaption></figcaption></figure>

**🚀** Use[ ](https://review.wsy400.com/apps/go?t=uppromote)[MBC Bundle Products](https://apps.shopify.com/bundle-products-mbc?utm_source=uppromote_partner\&utm_medium=referral\&utm_campaign=in_app_link) Now

### BOGO+ Free Gifts & Promotions

&#x20;Install BOGO+ Free Gifts & Promotions to convert your traffic into customers and encourage them to make repeat purchases. BOGO+ provides Gifts and Promotions with a wide variety of offers, including BOGO (Buy One Get One), Buy X Get Y, Gift With Purchases & Volume Discount. It also comes with customizable widgets (countdown timer, offer table, header banner, product badge) to make your offers more appealing and attractive to customers. With a simple setup, you can launch your campaigns in minutes.

<figure><img src="/files/O9iGjemEzLuj4ihPC4OI" alt=""><figcaption></figcaption></figure>

🚀 Use [**BOGO+ Free Gifts & Promotions**](https://apps.shopify.com/discos-smart-bogo-cart-upsell?utm_source=secomapp+docs+banner\&utm_medium=partner+program\&utm_campaign=wizz_secomapp) Now

### Omega Two Owls Facebook Pixels

A must-have for all Facebook advertisers looking for optimal test & scale. Two Owls tracks 100% sales and trace them back to the exact Campaign, Ad set & Ad. Make data-informed decisions faster. Collect valuable data to train your pixel and run ads with more confidence and less wasted money. Try Two Owls today!

<figure><img src="/files/f3C1vnjk4OrJNBlZuyPa" alt=""><figcaption></figcaption></figure>

🚀 Use [**Omega Two Owls Facebook Pixels**](https://apps.shopify.com/facebook-multi-pixels?surface_detail=uppromotedoc\&surface_type=partner) Now


# Store management

Optimize your operations. Customize your customer support.

## MooseDesk FAQ & Helpdesk

Streamline customer support for BFCM success. Where peak season meets peak performance

<figure><img src="/files/DkWJHTmj4Lve9V3dm16t" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**MooseDesk**](https://apps.shopify.com/moosedesk?utm_source=BFCM24\&utm_medium=UpPromote\&utm_content=website) **now**

### Dondy: WhatsApp Marketing + Chat

<figure><img src="/files/8K42o4MjsLTpyoE8k9Ro" alt=""><figcaption></figcaption></figure>

Dondy provides advanced WhatsApp marketing automation, helping you boost ROI, recover abandoned carts, and segment your audience effectively.

🚀 Use [Dondy: WhatsApp Marketing+Chat](https://bit.ly/3QXzVBQ) Now

## SupaEasy: Functions Generator

SupaEasy - Generate discounts, shipping and payment functions codeless

<figure><img src="/files/TM13fJT4iNzYLzNwnIzi" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**SupaEasy: Functions Generator**](https://bit.ly/SupaEasyFunctionsGeneratorShopifyAppStore) **Now**

## **ZIPCHAT**

<figure><img src="/files/20fzTqoYouViRgtNfvyQ" alt=""><figcaption></figcaption></figure>

Zipchat AI Chat proactively engages visitors to convert them into sales when they are more likely to purchase. It's trained around your business and can also handle customer support on autopilot, 24/7.

**🚀 Use** [**ZipChat.ai | AI Sales Chatbot**](https://apps.shopify.com/zipchat?utm_source=in-app\&utm_medium=partner\&utm_campaign=secom) **Now**

## BON Loyalty Rewards Referrals

<figure><img src="/files/U5Cr1pDFhxGAy4y9IhXv" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**BON Loyalty Rewards Referrals**](https://apps.shopify.com/bon-loyalty-rewards?utm_source=docbanner\&utm_medium=BON\&utm_campaign=Upwebsite) **Now For 20% OFF**

## Loloyal: Loyalty Rewards Referrals

<figure><img src="/files/JT06oKkibPFbCT00ZYGr" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**Loloyal: Loyalty Rewards Referrals**](https://share.channelwill.com/app/3364e4644dcacb2vl4) **Now**

## Growave: Loyalty & Wishlist

Growave helps to increase retention and drive sales by rewarding your customers. Convert one-time shoppers into brand advocates! Enjoy the convenience of 5 features in one app, including tools for loyalty programs, reviews, wishlists, and referrals.

<figure><img src="/files/kIBKk6skXaB3hBt7KL5E" alt=""><figcaption></figcaption></figure>

🚀 Use [**Growave: Loyalty & Wishlist** ](https://admin.growave.io/trackRedirectInstall?utm_source=partner\&utm_medium=doc\&utm_campaign=uppromote)Now

## Synctrack PayPal Tracking Sync

Auto-sync Stripe & PayPal tracking to avoid payment hold and faster funds release. With Synctrack, tracking numbers shall be synced to PayPal and Stripe in 5 seconds with one click. Sync your old orders to PayPal & Stripe within 365 days. Synctrack helps you avoid unwanted disputes, money on hold & reserves.&#x20;

<figure><img src="/files/HMvHauZfmwyGk3s2J9Dm" alt=""><figcaption></figcaption></figure>

🚀 Use[ ](https://review.wsy400.com/apps/go?t=uppromote)[**Synctrack PayPal Tracking Sync**](https://bit.ly/3QHSPxy) Now

<br>


# Selling product

## LitCommerce Amazon eBay Etsy +

<figure><img src="/files/GQAtTa5HXdjDT9AFxSSW" alt=""><figcaption></figcaption></figure>

Simplify Multichannel Selling with LitCommerce - All-in-One Solution for SMBs

LitCommerce with multichannel listing tool & product feed management tool helps you list, sell, and advertise your products across multiple channels such as Amazon, eBay, and 350+ platforms, in one dashboard.

**🚀 Try** [**LitCommerce Amazon eBay Etsy +**](https://litcommerce.com/?utm_source=uppromote\&utm_medium=\&utm_campaign=docbanner) **now**

## Meety: Appointment Booking App

<figure><img src="/files/6BcOZyW4pHTPfYng5jaE" alt=""><figcaption></figcaption></figure>

Simplify appointment booking and boost service sales effortlessly

**🚀 Try** [**Meety: Appointment Booking App**](https://apps.shopify.com/meety-appointment-booking?utm_source=partnership\&utm_medium=uppromote0425\&utm_campaign=web_banner) **now**

## EasyFlow Product Options

<figure><img src="/files/KO5eC8D7HEb0Rt0Rb7lS" alt=""><figcaption></figcaption></figure>

Let your customers personalize products to their needs using our easy-to-use and fast app. You can create infinite product options using multiple option types, price add-ons and many more features.

**🚀 Install**[ **EasyFlow Product Options**](https://apps.shopify.com/product-options-4?utm_source=uppromote\&utm_medium=partnership) **today!**

## Tepo Custom Product Options

<figure><img src="/files/Gwq33CkZUaHo53db4Sa1" alt=""><figcaption></figcaption></figure>

Tepo offers 25+ option types which help your products surpass Shopify limit of 100 variants and create unlimited product options & variants, giving customers the ability to customize and personalize their products. Plus, boost sales with price add-ons for extra services or bundled products – it's a win-win!

**🚀 Try** [**Tepo**](https://apps.shopify.com/tepo-product-options?utm_source=uppromote\&utm_medium=doc-banner\&utm_campaign=partnership) **now**


# Store design

{% content-ref url="/pages/YkaliPfUzS2y1czpECz2" %}
[Pop-up](/partners/app-partners/store-design/pop-up)
{% endcontent-ref %}

{% content-ref url="/pages/svV44lEX56ZF7Fag69h4" %}
[Page Builder](/partners/app-partners/store-design/page-builder)
{% endcontent-ref %}

{% content-ref url="/pages/NyWYoRSWDR7HSOUG5DJf" %}
[Product Reviews](/partners/app-partners/store-design/product-reviews)
{% endcontent-ref %}

{% content-ref url="/pages/BJzaKnXysYK0L5avdIZ4" %}
[Product Options](/partners/app-partners/store-design/product-options)
{% endcontent-ref %}

{% content-ref url="/pages/X5yqSUne0bibljgvSWMo" %}
[Navigation and filters](/partners/app-partners/store-design/navigation-and-filters)
{% endcontent-ref %}


# Pop-up

## Maximize your store's potential this BFCM with ToastiBar!

<figure><img src="/files/yHWoFzCInvr7O2uqAjSh" alt=""><figcaption></figcaption></figure>

Build trust and drive purchases with real-time Sales, Cart, Visitors, Product Reviews, Cart & Order Summaries, Low Inventories Notifications, and more.

🚀 **Save 20% on ToastiBar –** [**Get started now!**](https://makeprosimp.com/partnership/uppromote)

## Adoric Popups & Upsells

<figure><img src="/files/L2XZDmn0EuVMd8VhjLmT" alt=""><figcaption></figcaption></figure>

Elevate your Shopify sales by 35% with Adoric's easy tools—set up in minutes for enhanced engagement and higher conversions.

🚀 [**Start a free trial**](https://apps.shopify.com/adoric-popups?utm\\_source=uppromote\&utm\\_medium=partnership\&utm\\_campaign=publicthumbnail\&utm\\_id=uppromote) **now!**


# Page Builder

{% hint style="info" %}
Build the landing page you really want, from "about us" to products. Just drag, drop, and go.
{% endhint %}

## Instant Section & Page Builder

<figure><img src="/files/5Qb5G9W6zpdIu4THigiG" alt=""><figcaption></figcaption></figure>

Build your entire Shopify store easily with Instant; from your homepage and product pages to landing pages, theme sections, pop-ups, navigation, and more. Plus, use Instant to build an affiliate page, and integrate your UpPromote form!

**🚀 Get a paid** [**Instant Section & Page Builder subscription**](https://app.instant.so/?discount=UPPROMOTE15) **for 15% off**

### **Foxify ‑ Smart Page Builder**

Effortlessly optimize your Shopify store with Foxify's smart page builder. Create stunning pages from scratch, templates, or custom code, seamlessly integrating with any Shopify theme. UpPromote users can enjoy a 30% discount and unlock powerful features like built-in upsells and cross-sells to boost conversions without extra costs.

<figure><img src="/files/nqMLZuBQDUtLl8mR7gSE" alt=""><figcaption></figcaption></figure>

🚀 Use [**Foxify ‑ Smart Page Builder**](https://apps.shopify.com/foxify-builder?utm_source=UpPromote\&utm_medium=docs\&utm_campaign=partnership\&utm_content=banner) and get 30% off

### EComposer

EComposer Page Builder helps merchants create any page type or section, fast and simply, using a live drag-and-drop editor. Even beginners can customize pages easily with the rich library of EComposer elements, options, and templates. Save tons of time and cost using third-party apps with various built-in extensions to boost sales

<figure><img src="/files/B73WganTVEilKbIzFDt0" alt=""><figcaption></figcaption></figure>

**🚀** Try [**EComposer**](https://apps.shopify.com/ecomposer?utm_source=uppromote\&utm_medium=docs-banner) Free!

### GemPages

A one-stop storefront customization solution with a Visual Editor and powerful AI-powered features. Build as you envision with a Drag & Drop Editor - revamped and upgraded since version 7.0. No coding is needed. Quickly create pages of any type with templates, or generate layouts from images/URLs with AI. Design amazing brand experiences with advanced customizations. Turn visits into sales with conversion-driven elements. Leverage marketing campaigns by launching high-performing landing pages. Convert mobile visitors with built-in speed optimizations. All in one place, on a visual canvas.

<figure><img src="/files/bOaOPIWNlNluBBbVEB4t" alt=""><figcaption></figcaption></figure>

**🚀** Use [**GemPage**](https://apps.shopify.com/gempages?ref=pf1qnqd2\&utm_source=uppromote\&utm_medium=referral\&utm_campaign=refer-partner)[**s**](https://gempages.net/?ref=Pf1qNqd2) now!


# Product Reviews

{% hint style="info" %}
Show off what customers are saying. Collect testimonials and share what they love most about your products.
{% endhint %}

### Ali Reviews ‑ Product Reviews

<figure><img src="/files/kkSzK8cMn7MZ5zkSjFFf" alt=""><figcaption></figcaption></figure>

Trust drives conversions. Ali Reviews helps you instantly import high-quality reviews from AliExpress and Amazon, aided by AI suggestions. Automatically send review request emails after purchases using pre-made templates. Then, show these reviews, photos, and videos in eye-catching widgets. It's a proven formula for boosting sales.

🚀 Use [Ali Reviews ‑ Product Reviews](https://apps.shopify.com/ali-reviews?utm_medium=newsletter\&utm_source=uppromote\&utm_campaign=alireviews\&utm_content=2024-04)

### Amazon Reviews by Appio

Amazon Reviews by Appio imports customer ratings & reviews from various sources like Amazon, AliExpress, and Walmart… and displays them via customizable widgets on Shopify, integrates with Google Shopping Feed, and offers email marketing tools.

<figure><img src="/files/jaz4w2zAa1o6xln4g6Gj" alt=""><figcaption></figcaption></figure>

🚀 Use [Amazon Reviews by Appio](https://apps.shopify.com/product-reviews-by-appio?utm_source=uppromote\&utm_medium=affiliate\&utm_campaign=inapp_partner_section) Now

### Dadao Product Reviews & Email

Amazon/AliExpress/Etsy/Walmart/CSV review importer, Sumit Reviews for Google Shopping Ads. Dadao Product Reviews integrated many shopping platforms: Amazon; Aliexpress; Etsy; Walmart; Mercadoor; CSV import. One link from other shopping platforms to import plenty of reviews into your shopify store.

<figure><img src="/files/sf4PQqOFZAgz2jYnj1to" alt=""><figcaption></figcaption></figure>

Amazon/AliExpress/Etsy Reviews importer, Google Shopping Review

🚀  Use [**Dadao Product Reviews & Email**](https://review.wsy400.com/apps/go?t=uppromote) Now


# Product Options

{% hint style="info" %}
Helps customers combine and customize products however they want.
{% endhint %}

### **Easify Product Options**

Easify stands out within Shopify's product options apps due to its user-friendly nature, featuring an intuitive in-app live preview, a wide selection of 25 option types, 20 pre-designed templates, and an array of advanced functionalities like conditional logic and tiered wholesale pricing. The app offers a modern and approachable interface, making it an ideal choice for store owners, even those with limited technical knowledge.

<figure><img src="/files/USK2Mke6Ldsvr41xK6A3" alt=""><figcaption></figcaption></figure>

**🚀 Use** [**Easify Product Options**](https://apps.shopify.com/easify-product-options?utm_source=secomapp\&utm_medium=partner-recommendations) **Now**


# Navigation and filters

{% hint style="info" %}
Make it simple for customers to find things in your store with custom menus and search filters.
{% endhint %}

### **Hukcommerce: Mega Menu Creator Pro**

Mega Menu Creator Pro is a responsive, highly customizable, drag-and-drop menu builder app for Shopify. Its user-friendly experience allows creators of all skill levels to design highly navigable mega menus for their Shopify website.

<figure><img src="/files/xGGWnYZH9tpwVw5fug7O" alt=""><figcaption></figcaption></figure>

🚀  Use [**Hukcommerce: Mega Menu Creator Pro**](https://apps.shopify.com/mega-menu-creator-pro?utm_source=uppromote\&utm_medium=banner\&utm_campaign=partnership) now and try it for free!


# Orders and Shipping

## Insureful: Shipping Protection

<figure><img src="/files/JADiw8vnWxcmQNPnx3YP" alt=""><figcaption></figcaption></figure>

Insureful enables merchants to offer insurance protection for products or services, covering stolen or broken items insured by consumers. Manage custom insurance plans, either fixed or percentage-based, on your cart subtotal. Customers receive email notifications upon claim generation. Insureful provides protection, additional revenue, and comprehensive insurance solutions.

🚀 **Try** [**Insureful: Shipping Protection**](https://apps.shopify.com/insureful?utm_source=Collaboration\&utm_medium=Promotion\&utm_campaign=UpPromote) **now**


# Profit calculator

See what's making money for your business with apps that calculate profits in real-time.

## **TrueProfit: Profit Analytics**

**TrueProfit** tracks your store's real-time profit effortlessly with TrueProfit. Say goodbye to manual spreadsheet editing and let **TrueProfit** gather, calculate, and analyze all your order metrics in one place. Unlock valuable insights and make data-driven decisions to drive profitability. Available on Shopify and Amazon.&#x20;

<figure><img src="/files/1zpTjhASVx3vC8BROI6D" alt=""><figcaption></figcaption></figure>

🚀 Use [**TrueProfit: Profit Analytics**](https://apps.shopify.com/trueprofit?utm_campaign=Website\&utm_content=\&utm_medium=uppromote\&utm_source=Partnership) and get a 14-day trial


# Service partners

{% hint style="info" %}
Gain a competitive edge by installing products/services from our carefully selected partners. Take advantage of these unique opportunities to enhance your business and unlock new growth possibilities.

These service partners have been recommended based on our testing. However, please note that we are unable to provide support for theme codes. For any inquiries regarding theme functionality, kindly contact the respective theme provider.
{% endhint %}

## Ecom Noon - Shopify services for every stage of growth

<figure><img src="/files/CRNTohgZjb7JOXxewNtl" alt=""><figcaption></figcaption></figure>

Ecom Noon builds themes for the official Shopify Theme Store and offers a wide range of e-commerce services including design, development and long-term growth support, handled in one place by people who know your store inside out.

🚀 **Book a free consultation with** [**Ecom Noon**](https://ecomnoon.com/contact?utm_source=uppromote) **now!**

## MakeBeCool

We are the strategic partner for Shopify Development and Growth. We specialize in big-picture strategies to deep technological expertise and a clear RoadMap to Growth.

<figure><img src="/files/zFnjnMUcqtFveHSQH1tP" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**MakeBeCool**](https://www.makebecool.com/services/shopify-theme-development?utm_source=uppromote\&utm_medium=traffic\&utm_campaign=partner+uppromote\&utm_id=uppromote1\&utm_term=referral\&utm_content=copromotion) **Now**

## Beehexa

Beehexa developed the HexaSync Integration Platform to help companies connect their applications (both SaaS and Legacy systems) to operate their business smoothly, automatically, and effectively.

<figure><img src="/files/ahVX1LLDtsJud53Jk4PH" alt=""><figcaption></figcaption></figure>

🚀 **Contact with** [**Beehexa**](https://www.beehexa.com/?utm_source=uppromote\&utm_medium=refferal\&utm_campaign=community) **for a free demo now**

## Storetasker - The top eCommerce freelancers, at your fingertips.

At Storetasker, we enable Shopify merchants to scale rapidly by connecting them to the very best Shopify experts in the market.

We do this for the biggest names in DTC but also thousands of smaller, outstanding merchants around the world.

Submit your brief and get matched to a developer, designer, or marketer.

<figure><img src="/files/Cr6qWD6i7faqhwjzzoQd" alt=""><figcaption></figcaption></figure>

🚀 **Hire a freelancer from** [**Storetasker**](https://www.storetasker.com/?ref=uppromote\&new=true) **Now**

## HappyPoints - Shopify Experts in Development & Growth

With over 10 years of experience, HappyPoints has become an expert in tailoring eCommerce solutions focusing on store development

<figure><img src="/files/wbBZNLTt3PeIMBC9e5ws" alt=""><figcaption></figcaption></figure>

🚀 **Get free consultation with** [**HappyPoints**](https://bit.ly/3SvadpZ) **Now**

## Bavaan

<figure><img src="/files/8sUPD64d4sLaKfPSyDBt" alt=""><figcaption></figcaption></figure>

🚀 **Try** [**Bavaan**](https://bavaan.com/?utm_source=Partner\&utm_medium=UpPromote\&utm_campaign=Bavaan) **Now**

## KOALA INSPECTOR

<figure><img src="/files/Sn3IVpGGzFokwLCRlvla" alt=""><figcaption></figcaption></figure>

🚀 Try[ ](https://review.wsy400.com/apps/go?t=uppromote)[**KOALA INSPECTOR**](https://koala-apps.io/koala-inspector/?utm_source=uppromote\&utm_id=uppromote%2Fsocial-media) Now


# What Is Affiliate Marketing?

Learn about affiliate marketing definition for Shopify affiliate marketing. Clear definition, examples, and how UpPromote merchants use it to grow.

<figure><img src="/files/HgrWB05iRwo0ZJsUS6T2" alt="what-is-affiliate-marketing"><figcaption></figcaption></figure>

Affiliate marketing is a way to grow sales by paying others to promote your products. You only pay when their promotion leads to a sale. That's why people call it "performance-based" marketing.

Here's the simple version. A business gives partners (called affiliates) a special link or coupon code. The affiliates share it with their audience. When someone buys through that link, the affiliate earns a commission and the business gets a new sale.

New to affiliate marketing? Read our[ step-by-step guide to setting up your first campaign](https://uppromote.com/blog/affiliate-marketing-merchants-setup/?utm_source=docs\&utm_medium=definition\&utm_campaign=docs).

### The three sides of affiliate marketing

Every affiliate sale involves three people: a merchant, an affiliate, and a customer.

<figure><img src="/files/BPPdYpP2t32pCLFV9s6L" alt="three-sides-of-affiliate-marketing"><figcaption></figcaption></figure>

#### 1. The merchant

The merchant sells the product. This can be a solo founder or a large brand. You might also hear them called the seller, vendor, or retailer.

The merchant runs the affiliate program to reach new customers and grow sales. They set the commission and pay the affiliate. Learn more in[ What Does a Merchant Do in Affiliate Marketing?](/basic-knowledge/merchant-roles-in-affiliate-marketing)

#### 2. The affiliate

The affiliate promotes the product. You might also hear them called a publisher, partner, or influencer. An affiliate can be one person, a business, a content creator, or even a happy customer.

Their main job is to show people why the product is worth buying. They earn a commission for each sale they bring in. Learn more in[ What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)

Affiliates promote in many ways:

* Sharing links on social media
* Writing blog posts or product reviews
* Running email campaigns
* Adding links to their own website
* Posting in forums or communities

#### 3. The customer

The customer buys the product. They are the reason the whole model works.

An affiliate's link or coupon helps customers find products they might like. When a customer buys through an affiliate, that sale becomes a[ referral order](/management/referrals). The referral order is what the commission is based on.

***

### How a sale gets tracked

Affiliate marketing only works when every sale is tracked to the right affiliate. Here's how that happens:

1. The affiliate shares their unique link or coupon code.
2. A customer clicks the link or uses the code, then places an order.
3. The sale is recorded as a referral order.
4. The merchant approves it, and the affiliate earns a commission.

{% hint style="success" %}
&#x20;**Good to know**: A sale only counts when it's tracked back to an affiliate. This is usually done with an affiliate link, a coupon code, or the customer's email. See[ How Affiliate Tracking Works in UpPromote](/management/referrals/tracking-types-priority).&#x20;
{% endhint %}

***

### How affiliate marketing works in UpPromote

UpPromote runs this whole process for you on Shopify. It creates[ affiliate links](/settings/affiliate-link-settings), tracks every[ referral order](/management/referrals),[ calculates commission](/management/programs/program-settings/commission-structure), and helps you[ pay your affiliates](/management/payments). You manage it all inside Shopify.

Ready to try it? Start by[ setting up your first program](/management/programs).

***

### Frequently asked questions

#### Is affiliate marketing the same as referral marketing?

They're close, but not the same. Affiliate marketing usually rewards partners or creators who promote to a wider audience. Referral marketing usually rewards existing customers for referring friends. UpPromote supports both, including a[ refer-a-friend program](/outreach-1/affiliate-recruitment/refer-a-friend).

#### How do affiliates get paid?

Affiliates earn a commission on each approved referral order. The merchant sets the rate. It can be a flat amount, a percentage, or a tiered rate. The merchant then[ pays affiliates](/management/payments) by PayPal or another method.

#### Is affiliate marketing free to start?

For affiliates, yes. Joining a program is free. For merchants, it depends on the tool. UpPromote has a free plan, and paid plans start at $29.99/month. See[ Pricing Plans](/pricing-plans/pricing-details).

#### What is a referral order?

A referral order is a sale made through an affiliate's link or coupon code. It's the basis for the affiliate's commission. UpPromote records it after the customer pays.

***

### Related articles

* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)
* [What Does a Merchant Do in Affiliate Marketing?](/basic-knowledge/merchant-roles-in-affiliate-marketing)
* [What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)
* [Set Up Your Affiliate Program](/management/programs)

***

*Last updated: June 2026*

<br>

<figure><img src="/files/k8i8qIzXR4nlKl4vJW5g" alt="foxecom promotion"><figcaption><p><a href="https://apps.shopify.com/foxify-builder?utm_source=UpPromote&#x26;utm_medium=docs&#x26;utm_campaign=partnership&#x26;utm_content=banner">GET 30% OFF DISCOUNT</a></p></figcaption></figure>


# Glossary: Key Terms in UpPromote

These are the terms you'll see most often when you run an affiliate program with UpPromote.

<figure><img src="/files/BO8gWBSeZ8S07m2eYA1s" alt="key-terms-in-uppromote"><figcaption></figcaption></figure>

These are the terms you'll see most often when you run an affiliate program with UpPromote. Knowing them makes the app much easier to use. They're grouped below by what they relate to: the people, the tracking, and the commission.

### The people and the program

#### Merchant

The merchant is the business owner who sells the products and runs the affiliate program. If you're reading this, that's most likely you. You set the commission, approve affiliates, and pay them. See[ What Does a Merchant Do in Affiliate Marketing?](/basic-knowledge/merchant-roles-in-affiliate-marketing)

#### Affiliate

An affiliate is a person or business that promotes your products. They earn a commission for each sale they bring in. An affiliate can be a content creator, a partner, an influencer, or even a happy customer. See[ What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)

#### Affiliate program

A[ program](/management/programs) is how UpPromote groups your affiliates. Each program has its own commission rule, so you can manage different affiliate groups in their own way.

You need at least one program to start. Inside a program, you set a main commission rule, plus special rules for certain products if you want. You can run more than one program on the Growth plan and above.

#### Affiliate registration form

This is the[ sign-up form](/management/affiliate-registration-form/form-editor) affiliates fill out to join your program. It collects their details and sends them to you, so you can approve or deny each request.

***

### Tracking and sales

#### Affiliate link

An[ affiliate link](/settings/affiliate-link-settings) is a unique tracking link that UpPromote creates for each affiliate once they're approved. They share it to promote your store. Any order made through that link becomes a referral order.

#### Affiliate coupon

An[ affiliate coupon](/motivation/coupons) is a coupon code an affiliate shares instead of, or along with, their link. It does the same job: it tracks sales back to that affiliate. It also gives the customer a discount.

#### Referral order

A[ referral order](/management/referrals) is a sale made through an affiliate's link or coupon. It's the basis for the affiliate's commission. UpPromote records it right after the customer pays. To learn how sales are matched to affiliates, see[ How Affiliate Tracking Works](/management/referrals/tracking-types-priority).

***

### Commission

#### Commission

[Commission](/management/programs/program-settings/commission-structure) is the reward an affiliate earns for a referral order. You set the rate. It can be a flat amount per sale, a percentage of the order, a per-product rate, or a [tiered rate](/management/programs/auto-tier-commission) that grows as the affiliate sells more.

#### Network commission (MLM)

Network commission is an extra reward an affiliate earns when someone they invited brings in a referral order. This is used in[ multi-level (network) programs](/outreach-1/affiliate-recruitment/mlm). It's available on the Professional plan and above.

***

### Getting in touch

#### Affiliate contact email

This is the[ email address](/settings/general-settings/contact-email) affiliates see when they want to reach you. UpPromote can also use it as the sender address for the notifications you send to affiliates.

***

### Frequently asked questions

#### What's the difference between an affiliate link and an affiliate coupon?

Both track sales back to an affiliate. A link works when a customer clicks it. A coupon works when a customer enters the code at checkout. Many affiliates use both.

#### Do I need more than one affiliate program?

No. One program is enough to start. Add more when you want different commission rules for different affiliate groups. Multiple programs are available on the Growth plan and above.

#### What turns a normal order into a referral order?

The order has to be tracked to an affiliate. This happens through their affiliate link, their coupon code, or, if you turn it on, the customer's email. See[ How Affiliate Tracking Works in UpPromote](/management/referrals/tracking-types-priority).

***

### Related articles

* [What Is Affiliate Marketing?](/basic-knowledge/affiliate-marketing-definition)
* [What Does a Merchant Do in Affiliate Marketing?](/basic-knowledge/merchant-roles-in-affiliate-marketing)
* [What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)
* [How to Set Up Commission Structure in UpPromote](/management/programs/program-settings/commission-structure)

***

*Last updated: June 2026*

<figure><img src="/files/k8i8qIzXR4nlKl4vJW5g" alt="foxecom promotion"><figcaption><p><a href="https://apps.shopify.com/foxify-builder?utm_source=UpPromote&#x26;utm_medium=docs&#x26;utm_campaign=partnership&#x26;utm_content=banner">GET 30% OFF DISCOUNT</a></p></figcaption></figure>


# Merchant roles in Affiliate Marketing

Learn about merchant roles in affiliate marketing for Shopify affiliate marketing. Clear definition, examples, and how UpPromote merchants use it to grow.

The merchant is the business owner who runs the affiliate program. That's most likely you. Your job is to set up the program, bring in affiliates, give them tools to promote, track the sales they make, and pay their commission.

It sounds like a lot, but UpPromote does most of the work for you. It tracks every referral order, calculates commission, and sends notifications on its own. Your main role is to make the decisions: who joins, how much they earn, and when they get paid.

Here's what that looks like, step by step.

<figure><img src="/files/zsigGlA3OU7EfAD8qiMG" alt="Merchant roles in Affiliate Marketing"><figcaption></figcaption></figure>

### 1. Set up your program

This is where you decide how your program works. You set:

* The [commission rule](/management/programs/program-settings/commission-structure) (a flat amount, a percentage, a per-product rate, or a tiered rate)
* The [affiliate registration form](/management/affiliate-registration-form/form-editor)
* The way you'll [pay affiliates](/management/payments)

UpPromote creates a default program and form when you install it, so you can start from there and adjust anything later.

{% hint style="success" %}
**Pro tip**: Most stores start with one simple percentage commission. You can always add [special rules for certain products](/management/programs/program-settings/special-product-commission) once your program is running.
{% endhint %}

***

### 2. Recruit affiliates

Your program needs affiliates to grow. As the merchant, you decide how to [find them](/outreach-1/affiliate-recruitment). You can:

* Share your sign-up link by email or on social media
* [Invite customers to join](/outreach-1/affiliate-recruitment/customer-referral) right after they buy
* List your program on the[ UpPromote Marketplace](/outreach-1/affiliate-recruitment/marketplace-listing) (Growth plan and above)

You don't have to recruit them all at once. Even a few active affiliates can start bringing in sales.

***

### 3. Approve or deny affiliates

When someone applies, UpPromote lets you know. You then review the request and decide whether to [approve or deny](/management/affiliates/approve-deny-delete-an-affiliate) it.

This step keeps you in control of who promotes your brand. You can approve people one by one, or set UpPromote to [approve them automatically](/settings/general-settings/auto-activate-affiliates).

***

### 4. Give affiliates tools to promote

Once an affiliate is approved, your job is to set them up for success. Through UpPromote, each affiliate gets:

* A unique[ affiliate link](/settings/affiliate-link-settings)
* A[ coupon code](/motivation/coupons), if you choose to assign one
* Access to your[ Media Gallery](/motivation/media-gallery), where you upload banners and images they can use

The better the tools you give them, the easier it is for them to sell.

***

### 5. Track and approve referral orders

When a customer buys through an affiliate, UpPromote records the sale as a[ referral order](/management/referrals). You and the affiliate both get an email.

Your role is to review each referral order and[ approve or deny](/management/referrals/approve-deny-a-referral-order) it. Only approved orders count toward commission, so this step keeps your numbers accurate. You can also turn on [auto approve orders ](/settings/general-settings/auto-approve-order)to save time.

{% hint style="success" %}
**Good to know**: UpPromote does the tracking and the math for you. You just confirm the orders are valid. To see how sales are matched to affiliates, read[ How Affiliate Tracking Works](/management/referrals/tracking-types-priority).
{% endhint %}

***

### 6. Pay your affiliates

Paying affiliates on time is the part that keeps them loyal. UpPromote calculates what each affiliate is owed, based on your rules. You then pay them in one of two ways:

* [Manual payout](/management/payments/manual-payouts): available on all plans. You pay whenever you're ready.
* [PayPal auto-payout](/management/payments/in-app-payments/schedule-paypal-auto-payout): available on the Growth plan and above. UpPromote sends the payments for you.

***

### 7. Keep affiliates motivated

Your role doesn't end after the first sale. Happy affiliates keep promoting, so it pays to stay in touch. With UpPromote, you can:

* [Send updates and emails](/outreach-1/affiliate-communication/email) to your affiliates
* Offer[ bonuses](/motivation/bonuses) when they hit a goal
* Raise their rate automatically with[ tiered commission](/management/programs/auto-tier-commission)

Strong affiliate relationships turn your program into a steady sales channel.

***

### Frequently asked questions

#### Do I have to approve every affiliate by hand?

No. You can review each application yourself, or turn on [auto-approval](/settings/general-settings/auto-activate-affiliates) so new affiliates join right away. Many merchants start with manual approval, then switch to auto once they trust the flow.

#### Do I have to pay affiliates manually?

Only on the Free plan. From the Growth plan and above, UpPromote can[ send payments by PayPal](/management/payments/in-app-payments/paypal-payout) for you. On any plan, you can also pay affiliates manually.

#### How much time does it take to manage a program?

Less than most people expect. UpPromote handles the tracking, math, and notifications. Your main tasks are approving affiliates, checking referral orders, and paying commission.

#### Can someone else manage the program for me?

Yes. You can give a team member access through a[ staff account](/settings/advance-settings/staff-account) so they can handle the day-to-day work.

***

### Related articles

* [What Is Affiliate Marketing?](/basic-knowledge/affiliate-marketing-definition)
* [What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)
* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)
* [Set Up Your Affiliate Program](/management/programs)

***

*Last updated: June 2026*

<br>


# Affiliates' role in Affiliate Marketing

Learn about affiliates' role in affiliate marketing for Shopify affiliate marketing. Clear definition, examples, and how UpPromote merchants use it to grow.

An affiliate promotes a merchant's products and earns a commission for every sale they bring in. If you've joined a program as an affiliate, that's your role.

The good news: you don't handle products, payments, or shipping. You focus on one thing, which is sending interested people to the merchant's store. UpPromote tracks every sale you bring in, so your commission is counted and credited for you.

Here's what your role looks like, step by step.

<figure><img src="/files/Scp60cGq4SdjFWLeODe8" alt="affiliate role in affiliate marketing "><figcaption></figcaption></figure>

### 1. Join a program

First, you sign up through the merchant's affiliate registration form. You share a few details about yourself, then the merchant reviews your request.

Once they approve you, your[ affiliate dashboard](/guide-for-affiliate/affiliate-admin/affiliate-admin-dashboard) is ready and you can start promoting.

{% hint style="info" %}
**Good to know:** Joining an affiliate program is free. You don't pay anything to sign up or to promote.
{% endhint %}

***

### 2. Get your promotion tools

After you're approved, UpPromote gives you what you need to start:

* A unique affiliate link that tracks your sales
* A coupon code, if the merchant assigns one
* Access to the merchant's Media Gallery, with banners and images you can use

You can find all of these in your[ marketing tools](/guide-for-affiliate/affiliate-admin/affiliate-admin-marketing-tools). Not sure where to look? See[ Where to find resources to promote a merchant's shop](/guide-for-affiliate/affiliate-guide-+-tips/quick-guide-for-affiliate-to-get-started/promotion-resources).

***

### 3. Promote the products

This is the heart of your role. You share your affiliate link or coupon with people who might want the product. There are many ways to do this:

* Posting on social media
* Writing blog posts or product reviews
* Sending emails to your list
* Adding links to your own website
* Sharing in forums or communities

Pick the channels where your audience already spends time. Honest, helpful promotion works far better than hard selling. For more ideas, see [Start promoting](/guide-for-affiliate/affiliate-guide-+-tips/quick-guide-for-affiliate-to-get-started/start-promoting).

***

### 4. Bring in referral orders

When someone clicks your link or uses your coupon and then buys, that sale becomes a referral order. This is how the merchant knows the sale came from you.

You get an email each time you bring in a new referral order, so you always know when your promotion is working.

***

### 5. Earn your commission

You earn a commission on each referral order the merchant approves. The merchant sets the rate, so it may be a flat amount, a percentage, or a rate that grows as you sell more.

Only approved orders count. An order may be denied if it's later cancelled or refunded. You can track everything you've earned in your [commissions page](/guide-for-affiliate/affiliate-admin/affiliate-admin-commissions).

***

### 6. Get paid

The merchant pays your commission. Some merchants pay through PayPal, and others use a different method. The merchant decides how and when payouts happen.

You can [track your payments](/guide-for-affiliate/affiliate-admin/affiliate-admin-payment) in your affiliate dashboard. Make sure to add your payment details so the merchant can pay you without delay.

***

### 7. Grow your earnings

Your role doesn't stop at the first sale. The more you promote, the more you can earn. A few habits help:

* Promote products that fit your audience
* Be clear and honest about what you recommend
* [Track which links perform best](/guide-for-affiliate/affiliate-guide-+-tips)
* Keep sharing, since steady promotion brings steady results

{% hint style="success" %}
**Pro tip:** Watch which links and posts bring the most referral orders, then do more of what works. For more, see [Tips for affiliate success](/guide-for-affiliate/affiliate-guide-+-tips/tips-for-affiliate-success/tips-for-success-part-3-improve-your-earnings-and-more).&#x20;
{% endhint %}

***

### Frequently asked questions

#### Does it cost anything to become an affiliate?

No. Joining a program is free. You earn a commission without paying any fees.

#### How is a sale tracked to me?

Through your affiliate link or coupon code. When a customer uses either one, UpPromote records the sale as your referral order.

#### How do I get paid?

The merchant pays your commission, often through PayPal. The merchant sets the method and the schedule. You can see your earnings anytime on your payment page.

#### Can anyone become an affiliate?

In most cases, yes. An affiliate can be a content creator, a blogger, a social media user, or a happy customer. The merchant approves who joins their program.

#### Where do I see my performance?

In your [affiliate dashboard](/guide-for-affiliate/affiliate-admin/affiliate-admin-dashboard). It shows your clicks, referral orders, commission earned, and payments.

***

### Related articles

* [What Is Affiliate Marketing?](/basic-knowledge/affiliate-marketing-definition)
* [What Does a Merchant Do in Affiliate Marketing?](/basic-knowledge/merchant-roles-in-affiliate-marketing)
* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)
* [Guide for Beginners of Affiliate Marketing](/guide-for-affiliate/guide-for-beginners-of-affiliate-marketing)

***

*Last updated: June 2026*


# How to setup affiliate registration page?

How to setup affiliate registration page in UpPromote for Shopify merchants managing their affiliate program. Available in all plans.

The affiliate registration form is the sign-up page where people apply to become your affiliates. You share the link, they fill out the form, and they show up in your [Affiliates](/management/affiliates) tab. From there, you review their details and approve or deny each request.

Each program you create has its own registration form. To find a form's link, go to Programs, hover over a program name, then click Get registration link.

{% hint style="success" %}
The registration page is meant to be used by the people who want to sign up as your affiliates. Therefore, it's highly recommended to [customize the registration page](/management/affiliate-registration-form/form-editor) and make sure that:

* It matches your branding.
* It asks for the information you need to know.
* It shows the benefits affiliates will get.
  {% endhint %}

<figure><img src="/files/GYKcBJYA8Nac7w28gNXW" alt="UpPromote&#x27;s registration page example"><figcaption><p>A sample registration page</p></figcaption></figure>

Each [program ](/management/programs)you create in UpPromote has a separate registration page. To find the link to each registration page, please go to **Programs** > hover above a program name > click **Get registration link.**&#x20;

<div data-full-width="false"><figure><img src="/files/ok1bbtmf0qoKKipucumO" alt="find the link to each registration page"><figcaption><p>Get registration link </p></figcaption></figure></div>

### Set up and share your form

Start here to create your form and put it where affiliates can find it.

* [Generate a registration form for each program](/management/affiliate-registration-form/generate-affiliate-registration-form-for-each-program): give each program its own sign-up page.
* [Add the registration form to your storefront](/management/affiliate-registration-form/add-registration-form-to-storefront): let visitors sign up right from your Shopify store.
* [Customize the form with the form editor](/management/affiliate-registration-form/form-editor): change the look, text, and layout to match your brand.
* [Set up the thank-you page](/management/affiliate-registration-form/thank-you-page): decide what affiliates see right after they sign up.

***

### Collect the right information

Use these to ask for the details you need and set clear expectations.

* [Add more fields](/management/affiliate-registration-form/add-more-fields): collect extra details, like a social media handle or website.
* [Show benefit text](/management/affiliate-registration-form/benefit-text-display): tell affiliates what they'll earn before they sign up.
* [Add a terms and conditions sample](/management/affiliate-registration-form/terms-conditions-sample): set the rules affiliates agree to when they join.
* [Add a privacy policy sample](/management/affiliate-registration-form/privacy-policy-sample): show how you handle their information.

***

### Fix display issues

A couple of quick fixes for common display questions.

* [Hide the sidebar](/management/affiliate-registration-form/hide-sidebar-in-the-registration-form): show a cleaner, simpler form.
* [Clear the link preview cache](/management/affiliate-registration-form/clear-link-preview-cache): update the preview image and text when you share your form link.

***

### Frequently asked questions

#### Do I need a separate form for each program?

Yes. Every program has its own registration form, so affiliates sign up for the exact program you want. This lets you set different commission rules and benefits for each group.

#### Where do new sign-ups go?

They appear in your[ Affiliates](/management/affiliates) tab as newly signed-up affiliates. You then review each one and approve or deny it. You can also[ auto-approve affiliates](/settings/general-settings/auto-activate-affiliates) so they join right away.

#### Can affiliates sign up from my store?

Yes. You can add the registration form to your storefront, so visitors sign up without leaving your site.

***

### Related articles

* [Set Up Your Affiliate Program](/management/programs)
* [Approve, Deny, or Delete an Affiliate](/management/affiliates/approve-deny-delete-an-affiliate)
* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)
* [How to Recruit Affiliates in UpPromote](/outreach-1/affiliate-recruitment)

***

*Last updated: June 2026*


# Add Registration form to Storefront

How to add registration form to storefront in UpPromote with step-by-step guide for Shopify merchants.

Embed Registration form to your store

UpPromote allows you to seamlessly integrate an affiliate registration form into your Shopify storefront, making it simple for potential affiliates to join your program. By embedding the form directly on your site, you can streamline the signup process and attract more affiliates without requiring them to navigate away from your store.

With the embedded registration form, your affiliates can:

* **Quickly sign up** to your affiliate program, directly from your storefront.
* **Engage with your brand** without disruption, providing a smooth and user-friendly experience.
* **Increase participation** by making it easy for anyone interested to become an affiliate in just a few clicks.

This feature not only enhances user experience but also helps grow your affiliate network effortlessly.

### How it works

<figure><img src="/files/tUZwyf2Ax9YJYcVeJC1l" alt="add-registration-form-to-storefront"><figcaption></figcaption></figure>

Once the registration form is added to the storefront, the affiliate will be able to register an affiliate account right from your website. In case you set up Auto-approve affiliates and do not require them to verify email, the affiliates will be provided with the affiliate link (and coupon, if [Auto-generate coupon](https://docs.uppromote.com/settings/affiliate-coupon-settings/auto-generate-coupon?utm_source=doc\&utm_medium=hypertext\&utm_campaign=embed-reg-form) was set up) right after signup to start sharing and promoting your business.&#x20;

### How to set it up

Please follow this instruction video to add the Registration page to your website:

{% embed url="<https://www.youtube.com/watch?v=1FMH7hKOGwc>" %}

{% hint style="info" %}
Please note that, at this time, only the Default program can be embedded.
{% endhint %}

In general, there are 5 main steps:

1. Create a Shopify page template.
2. Contact our support team via the in-app chat so we can help you enable the Embed form section.
3. Add the UpPromote Registration form section to the template.

When adding the signup section to a page, please ensure it is placed within the **Template** zone. Avoid placing it in the Header or Footer, as doing so will sync the signup section to the header and footer across all other pages.

4. Add a page for the template.
5. Add the page to store menu.

## Publish Registration form on store menu

As explained in the video above, once you've created the Registration page with the embedded form, you can add it to your store's menu (either the Main Menu or Footer Menu).&#x20;

If you prefer to use the direct registration link with the UpPromote domain, here’s how to:

Firstly, you need to find the registration form link by going to the **Home** tab > Promote your registration form.

<figure><img src="/files/JBfxtUfPrZxdJxsLWo5N" alt="Publish Registration form on store menu"><figcaption></figcaption></figure>

To publish the registration form on your shop menu, please follow the steps below:

* Copy the registration form link.
* Go to your **Shopify admin** > **Content** > **Menu.**

<figure><img src="/files/aO0ZhRzmrViLhXbIuuQf" alt=""><figcaption></figcaption></figure>

* Click **Main Menu** or **Footer Menu**.‌

<figure><img src="/files/9kdx1sE5kTqGZmPDHHLa" alt="Click Main Menu or Footer Menu"><figcaption></figcaption></figure>

* Add a new menu item > enter the menu item name and paste your **registration form link**‌ > click on the result > **Add**.

<figure><img src="/files/QUMOKXpoRSFmyJGoSOpT" alt="enter the menu item name and paste your registration form link"><figcaption></figcaption></figure>

<figure><img src="/files/plZJLWy23svkHifZQ5U8" alt=""><figcaption></figcaption></figure>

* Click **Save** to update your changes.[<br>](https://app.gitbook.com/@secomapp/s/affiliate-app-document/~/drafts/-MhmEUEbqNolnVRCfk2v/set-up/share-affiliate-registration-form/@merged)


# Get Registration form link for each program

How to get registration form link for each program in UpPromote with step-by-step guide for Shopify merchants.

Each program has a specific affiliate registration form to share with affiliates. People who signed up via a registration form will be put into the corresponding program.

To get the registration link for a specific program, please follow the steps below:

* Go to t**he Programs tab.**
* Locate the program for which you want to get its registration link. Hover the cursor over its name and click the **Get registration link** (the link icon button)

<figure><img src="/files/oZaOBF1eWZ9f2p0tYjx5" alt="Locate the program for which you want to get its registration link"><figcaption><p>Program list</p></figcaption></figure>

Then click **Copy link** and send it to affiliates or share it on your channels (social media, blog, forum, etc.)

<figure><img src="/files/tRUnsM0zyTkW4LHSS9D7" alt="get registration link to share"><figcaption></figcaption></figure>

Note: The affiliate registration form on the **Home** tab is the registration link of your **default** program.

<figure><img src="/files/9blrYBUhBm8aGpq3YixZ" alt="default registration link of your default program."><figcaption></figcaption></figure>


# Registration page editor

How to access and navigate registration page editor within UpPromote. Step-by-step guide for Shopify merchants.

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="customer referral new display"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display?utm_source=document&#x26;utm_medium=registration-form-editor&#x26;utm_campaign=promotion"><em>Log into UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>

The registration page is the primary path for affiliates to join your program. Its look and feel should match your brand and provide relevant information to create a seamless and professional experience for potential affiliates.

{% hint style="info" %}
**Tips for what you should customize:**

1. Page interface: Choose colors, font, images, etc., that align with your brand.
2. Benefits text: Include benefits in the content to inform affiliates about what they'll get when joining your program.
3. Form fields: Add more required fields to collect more information from affiliates and verify their credibility before approval.
4. Landing page: Create a unique custom page for your affiliate program. Check out an example [here.](https://docs.uppromote.com/article/affiliate-landing-page-example)
   {% endhint %}

## Access the Registration page editor:

1. Go to **Display** > **Registration** > **Registration page.**
2. Click on the **Customize** button on the 'Registration page' section. This will open the editor.

<figure><img src="/files/Effh0AcdoKfCipu3taQN" alt="open the editor"><figcaption></figcaption></figure>

3. If you have multiple affiliate programs, select the specific program you want to edit. Each program has its own registration page, so it is essential to choose the correct one.

## Edit the Registration page:

Once in the editor, you will see two main panels: the left panel for Design and Content settings and the right panel for the interactive preview.

### **Design and Content settings**

The **Design** settings allow you to modify the appearance and layout of your registration page. Here are the key elements you can customize:

1. **Template selection:**

Choose a template that best fits your brand’s aesthetic and functional needs by clicking **Select** in the **Template** section of the editor.

Three templates are available:

<figure><img src="/files/H7u0D2SQwAP7z8eIXsmz" alt="choosing registration template"><figcaption></figcaption></figure>

* **Basic**: The default template includes fundamental options for creating a registration form.
* 🔥**Trendy** and **Comfort**: Meet our freshly launched templates!

<figure><img src="/files/oKjIBbBANWytn5FPtal9" alt="preview the trendy registration template"><figcaption><p>Trendy Preview</p></figcaption></figure>

<figure><img src="/files/bkDdexYVAmtuFhZffLoc" alt="preview the comfort registration template"><figcaption><p>Comfort Preview</p></figcaption></figure>

Available from the Growth plan, these 2 premium templates offer a modern look with diverse layouts. They offer dynamic sections such as *Introduction*, *Benefits*, *Registration form*, and *FAQ*, providing a rich and engaging experience for your affiliates.&#x20;

Select your desired option on the **Change template** popup and hit **Customize** to start modifying your registration page appearance.&#x20;

2. **Layout customization:**

With the Trendy and Comfort templates, you can rearrange the layout of your registration page! Just drag and drop fields in **Layout** to change the order of the sections displayed on the page:

<figure><img src="/files/DRXK734gyR12GGUTLDsr" alt="layout customization for registration page"><figcaption></figcaption></figure>

* **Introduction**: Provides a brief overview of your brand and affiliate program.
* **Benefits**: Highlights the advantages of joining your affiliate program.
* **Registration Form**: Contains fields for affiliates to enter their information.
* **FAQ**: Displays frequently asked questions and answers about your affiliate program. You can also choose whether to display or hide this section from the registration page.

This flexibility allows you to create a registration page that flows seamlessly and aligns perfectly with your program’s objectives.

3. **Common design actions:**

* **Edit images and colors**: Customize the visuals of your registration page by editing images and colors for different elements.
* **Enable additional functions**: Turn on Google Translate or CAPTCHA to enhance functionality and security.
* **Custom CSS**: Enter CSS codes to further tailor the registration page to match your brand's style and requirements.

On the other hand, the **Content** settings in the left panel allow you to edit the textual and form elements of your registration page. Here are the primary sections you should customize:

1. **Benefits**:&#x20;

* Edit content to highlight the benefits affiliates receive when joining your program.
* For the Trendy and Comfort templates, you can add up to 5 benefits.

<figure><img src="/files/9TcpwLF0rs9TzoWWmUDi" alt="edit content page"><figcaption></figcaption></figure>

2. **Registration form**:

* [Add or edit form fields](/management/affiliate-registration-form/add-more-fields) that affiliates need to fill out when signing up.

<figure><img src="/files/6fD9HVHE3RapPcFX4YJg" alt="customize form field"><figcaption></figcaption></figure>

* Customize the content of Agreements, including Terms & Conditions and Privacy Policy.

<figure><img src="/files/KPREd2TCK6XtHPcO8v0M" alt="customize content agreement"><figcaption></figcaption></figure>

3. **FAQ**:

The Trendy and Comfort templates include an FAQ section where you can add answers to frequently asked questions. You can add up to 4 FAQs.

<figure><img src="/files/CrB9prFEQpHeUp469WV0" alt="customize faqs"><figcaption></figcaption></figure>

**Interactive Preview**

The right panel provides an interactive and zoomable preview of your registration page. This allows you to see how the page will look in real time, ensuring that all changes made in the left panel are immediately reflected. You can interact with the preview to get a better sense of the user experience.

<figure><img src="/files/LcAjKFA2McQEGyz13B9n" alt="get interactive preview"><figcaption></figcaption></figure>

***

## Important notes

* The Trendy and Comfort templates are available only from the Growth plan onwards. If you upgrade and use a premium template for the registration page and then downgrade to the Free plan, the registration page will automatically revert to the Basic template.
* Some data is synced between templates when changing templates for the registration page of the same program:
  * **Form fields**: Any changes (additions or deletions) made to form fields in one template are synced across other templates in the same program.
  * **Agreements**: Content related to the Terms & Conditions and Privacy Policy is also synced.
  * **CAPTCHA**: If enabled in one template, it will be automatically enabled in other templates within the same program. The same applies to the turned-off state.
  * **Translation**: If enabled for one template within a program, it will be enabled for other templates in that program. The same applies to the turned-off state.
  * Data not listed above will retain the values specific to each template.

{% hint style="info" %}
If you need any assistance with setting up the registration page, please contact us via in-app chat or email <support@uppromote.com>.
{% endhint %}

<figure><img src="/files/k8i8qIzXR4nlKl4vJW5g" alt="foxecom promotion"><figcaption><p><a href="https://apps.shopify.com/foxify-builder?utm_source=UpPromote&#x26;utm_medium=docs&#x26;utm_campaign=partnership&#x26;utm_content=banner">GET 30% OFF DISCOUNT</a></p></figcaption></figure>


# Add/edit form fields

How to add/edit form fields in UpPromote. Step-by-step guide for Shopify merchants.

To add/edit form fields in the Affiliate registration form, go to **Display** > **Registration** > **Customize > Content > Form > Form Fields > Customize.**&#x20;

## 1. Edit form fields

You can rename any fields or mark them as required.

<figure><img src="/files/y3hukAAcE5GIcJ9B9eac" alt="rename any fields or mark them as required"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Important Note:** Please don't change the following fields into others: **First name, Last name, Email, Password, Confirm password**. You may rename or change the wording/language of those, but you have to make sure that they still ask for the same information. Those fields have their unique function relating to the affiliates' accounts. For the same reason, please don't change other fields into those "fixed fields".&#x20;

For example, you can rename the field "Last name" to "Family name" or "Nom de famille" ("last name" in French). However, you should not change it to "Password", "Company" or anything else. You also shouldn't change "Company" into "Password" or "First name" either.
{% endhint %}

To edit a field, please click the **Edit** button next to it.

<figure><img src="/files/WQgNwUGxDkN7qiuMrm3L" alt="how to edit form field"><figcaption></figcaption></figure>

You can then change the **Field label** or add/remove options for the **Dropdown** and **Multiple checkboxes** format.

For **Payment method** fields, you can also edit the **Field label** of additional payment info.&#x20;

<figure><img src="/files/hv03UimtLmNPfCvv3eXu" alt="edit field label" width="560"><figcaption></figcaption></figure>

If you consider any field compulsory, check the box **Required** > click **Apply.**

<figure><img src="/files/K11xTEX8KEChfZdQErSv" alt="mark field as required"><figcaption></figcaption></figure>

## 2. Add form fields

There are 5 input types you can choose when adding a new field: **Short answer**, **Long answer**, **Checkbox**, **Dropdown**, **Multiple checkboxes** (available from Free plan), and **File upload** (available from Growth plan).

With **Dropdown** and **Multiple checkboxes**, you can add several options for affiliates to select in the field while registering, which can help you obtain more useful information from affiliates.&#x20;

<figure><img src="/files/joqt8DNLBks48TbfMvqU" alt="add options for dropdown and multiple checkboxes"><figcaption></figcaption></figure>

With **File upload**, you can enable your affiliate to submit required documents during their signup.

<figure><img src="/files/RloMG2tCvyFrjRMrKkko" alt="add file upload field"><figcaption></figcaption></figure>

## 3. Sort form fields

After finishing creating form fields, you can sort their order to prioritize the important information by clicking **Hover to the field**. Then you can move it.

<figure><img src="/files/RgeLItc74qfaCtk7pVFX" alt="move field around as priority"><figcaption></figcaption></figure>

To sort form fields, drag and drop them to change their order. Any new fields selected will appear on this list in real time. To save the new order, click **Apply**.

<figure><img src="/files/iI7LwGMZm7Nh4RJNMNOg" alt="apply to lock in change and update"><figcaption></figcaption></figure>

After you complete editing form fields in general, don't forget to click **Save**.

<figure><img src="/files/z20hKOLua2haoBl7z68d" alt="save to lock in edit"><figcaption></figcaption></figure>


# Benefit text display

How to edit benefit text display in UpPromote. Step-by-step guide for Shopify merchants managing their affiliate program.

**Benefit text** is a section on the registration form that shows affiliates some basic information relating to their benefits of joining your affiliate program.

<figure><img src="/files/4tipLa9Aiuzq4UwwKbM5" alt="benefit text display example"><figcaption></figcaption></figure>

To edit the **Benefits** section in the Affiliate registration form, go to **Display**> **Registration** > **Registration Page** > **Customize > Content > Benefits.**

If you have more than 1 program, remember to choose the program you want to edit the form of.

<figure><img src="/files/i7OZmFqKnH5japfUcVZW" alt="choose the program to edit form"><figcaption></figcaption></figure>

## 2. Title

Editing this field will change the title of the section.

<figure><img src="/files/YXtwX7IFGK8SUCWeREf2" alt="change the tittle of the section"><figcaption></figcaption></figure>

## 3. Colors

Customizing the colors can help the section stand out. You can click on the small square next to each element to change the color of the corresponding part.

<figure><img src="/files/50ozqQ7ZoXADPsi8XqDU" alt="change color element"><figcaption></figcaption></figure>

## 4. Contents

By default, the Benefits text contains information about [**Cookie days**](/settings/general-settings/cookie), **Commission structure**, **Commission amount,** and **Additional terms** (the description of your program).

<figure><img src="/files/b5VFvUzT85fx2lq8Hr8d" alt="change content of the benefit text as you wish"><figcaption></figcaption></figure>

You can add and change the information in the way you want to match with your program details.


# Terms and Conditions sample

Terms and Conditions sample ready-to-use template for UpPromote's merchants to ensure clear terms with affiliates.

A **Terms and Conditions agreement** is the agreement that includes the terms, the rules and the guidelines of acceptable behavior and other useful sections to which users must agree in order to use or access your program. Here is a sample of Terms and Conditions for an Affiliate program:

Be noted that there are two fields: *{merchant.domain}* and *{merchant.email}* which you should modify to suit your business.

***Sample***

Welcome to {merchant.domain}! Thanks for joining our Affiliate program.&#x20;

These following terms and conditions apply to individuals who are accessing or using the Program both as the merchant (“we” or “merchant”) and an affiliate (“you” or “affiliate”) who refers customers to use product or service from the merchant.&#x20;

By participating in the Program, affiliate agrees to use the Program in the manner specified in, and are bound by, these Terms and Conditions. If you do not agree to these Terms and Conditions in their entirety you are not authorized to register as an affiliate or participate in the Program in any manner.

**1. Approve or Reject of the Registration**

We reserve the right to approve or reject ANY Affiliate Program Registration in our sole and absolute discretion. You will have no legal recourse against us for the rejection of your Affiliate Program Registration.

**2. Affiliate Links and Coupon**

Affiliate link is automatically generated, but you can also generate an affiliate link for a specific product or collection. If a person clicks on someone else’s referral link and then later they click on yours, yours is the one that counts.

Affiliate might or might not be assigned to one coupon code with details and usage clarified on **Dashboard**. If customer both click on the affiliate link and use coupon code, you will not receive a double commission. If you’re not assigned a branded coupon, then you’re not allowed to promote the coupon.&#x20;

Affiliate may also advertise merchant website on online channels such as Facebook, Instagram,... or offline classified channel ads, magazines, and newspapers.

**3. Commissions and payment**

Refer any customer to make a purchase on our website, you will get a commission amount which is calculated based on Commission structure. Commission amount is dependent on order value and not including extra fee (tax, shipping cost,...).

For an Affiliate to receive a commission, you need to specify the payment details in Settings. Payment schedule will be notified on Affiliate Guide page.

Payments will only be sent for transactions that have been successfully completed. The Use of the Affiliate Program is subject to a fair use policy which gives the merchant the right to review each and every referral order. Status of commission if displayed in Commission tab, any paid commission will be listed on Payment tab. Transactions that result in chargebacks or refunds will not be paid out.

**4. Marketing tool**

We may share promotion medias such as banner, logo or specific collection promotion to you through Marketing tool tab. You can download the media or get the HTML embed code in order to share onto affiliate channels.

**5. Network**

If Network tab is activated, affiliate can invite others to become their downline affiliate. If any downline affiliate brings order to merchant shop, upline affiliate will also get network commission which depends on merchant settings.

To invite other affiliates into the system, share network link and any other affiliate who click on that link and sign up will become a downline affiliate.

**6. Cookie**

We use a cookie to track people who have clicked on your link, so they need to be using cookies for us to track them.

If a person doesn't allow cookies or clears their cookies then we can't track them so can't pay earnings on that person's activity.

Cookies day is stated in the Affiliate registration form. The tracking day will start from the time a customer clicks on the affiliate’s link or use the coupon. Within the cookie time, every order made by this customer at merchant website will automatically result in commissions to the affiliate (There’s no need for the customer to click on the affiliate link then).

**7. Removal from Referral Program**

&#x20;If an affiliate wishes to be removed from the affiliate program, they can do so by contacting: {merchant.email}.

**Go forward and refer!**

We're very glad you've made it to the end of this important document.

We wish you all the very best. You can always re-visit these Affiliate Program terms and conditions in the future and if you have any questions you can send email to {merchant.email} for support.


# Privacy Policy sample

Privacy Policy sample to ensure clear privacy policy with affiliates joining merchants' affiliate program.

A Privacy Policy is a document where you disclose what personal data you collect from a program's visitors, how you collect it, how you use it, and other important details about your privacy practices.

This is a sample of the privacy policy of **UpPromote: Affiliate marketing** app by **UpPromote** which you can refer to apply to your Privacy Policy.

#### ***Sample***

#### This Privacy Policy of UpPromote about **UpPromote: Affiliate marketing** system describes how we may collect and use personal data and the rights granted to merchants, affiliates, and customers regarding their respective data.

By joining the Affiliate program, you signify your approval of the terms set out in this Privacy Policy, and other terms and conditions. If you do not agree to this Privacy Policy, you must not use the affiliate marketing system.

We may update this Privacy Policy from time to time in order to reflect, for example, changes to our privacy practices or for other operational, legal, or regulatory reasons. By continuing to our affiliate program after these changes are posted, you agree to the revised policy.

**Personal Information Controller**

Any personal information provided to or gathered by UpPromote under this Privacy Notice will be stored and controlled by UpPromote (the data controller).

**Information collected from Merchants**

When a merchant uses the app, we are automatically able to access certain types of information from your Shopify account such as email, first name, last name, and shop information (shop domain, shop currency, shop address …). We collect this information to provide you with our Services; for example, to confirm your identity, contact you, provide customer support when you contact us, and provide you with advertising and marketing activities.

**Information collected from Affiliates**

When an affiliate signs up to join a program, we collect some information to inform merchants such as email, personal information, payment details, and social network information,...The information would help the merchant evaluate the affiliate's background and potential, along with process-specific activities within the app, and contact the affiliate if needed.

**Information collected from Customers when visiting the merchant's website**

In order to track referral orders, when customers visit a merchant's website and make a purchase, UpPromote system will collect information about orders such as total order, order items, and order ID,....&#x20;

**About Cookies**

“Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier.&#x20;

Cookies are created when a user's browser loads a particular website. The website sends information to the browser which then creates a text file. Every time the user goes back to the same website, the browser retrieves and sends this file to the website's server.

For more information about cookies, including how to disable them, visit [allaboutcookies.org](http://allaboutcookies.org/).

Because cookies allow you to take advantage of some of the affiliate marketing system’s essential features, we recommend that you leave them turned on.

**Information Sharing**

Ensuring your privacy is important to us. We do not share your personal information with third parties except as described in this privacy policy. We may share your personal information with third-party service providers whom we employ to process specific functions; examples include providing email marketing activity, analyzing data, and other marketing support,... Third-party service providers have access to personal information only as needed to perform their functions and they must process the personal information in accordance with this Privacy Policy.

We may also disclose your personal information to any third party with your prior consent.

**Use of UpPromote by Children**

**UpPromote** is not intended for children. If you are under 13, you may use the affiliate marketing system only with the supervision of your parents or guardian.

**Your Rights**

**UpPromote** understands that you have rights over your personal information, and takes reasonable steps to allow you to access, correct, amend, delete, port, or limit the use of your personal information. If you are using the system and wish to exercise these rights, please contact us through <help@uppromote.com>. We may require that you provide us with acceptable verification of your identity before providing access to such information.

If you are an affiliate and wish to exercise these rights, please contact the merchant you interacted with directly — we serve as a processor on their behalf, and can only forward your request to them to allow them to respond.

**Contact information**

If you have any questions about your personal data or this Privacy Policy, or if you would like to file a complaint about how we process your personal data, please contact us by email at <help@uppromote.com>.


# Social sharing - Clear link preview cache

How to ensure better social sharing profile with your affiliate registration page. Clear link preview cache on Facebook & LinkedIN.

If you already update the Social sharing's preview information yet the description and images do not change accordingly, it is suggested to reset the cached images/data for your pages on the social networks.

This document will walk you through the steps on how to clear the link preview cache for Facebook and Linkedin.&#x20;

## Facebook&#x20;

1. First of all, please visit <https://developers.facebook.com/tools/debug/sharing/>
2. Enter your **URL** and click on **Debug**&#x20;

<figure><img src="/files/ozetsRjAq1kqQvRdvnz4" alt="debug facebook link display"><figcaption></figcaption></figure>

After debugging, it will show the details of what exactly Facebook sees for that URL - the title, description, link and post preview.&#x20;

3\. Click on **Scrape again** to force Facebook to update your new information&#x20;

<figure><img src="/files/MOEj87nEpxougDJjTejA" alt=""><figcaption></figcaption></figure>

4\. After that, Facebook will recrawl your page. Kindly try sharing your URL on Facebook again to see if the information is up-to-date now.&#x20;

## LinkedIn

Just for your information, Linkedin stores the cached data for 7 days after a post is shared. Therefore, please reset the cache using LinkedIn Post Inspector.&#x20;

1. Kindly visit <https://www.linkedin.com/post-inspector/inspect/>
2. Enter your **URL** and click on **Inspect**. You will then be able to see the updated preview image and information.&#x20;

<figure><img src="/files/FIHfbGsWXa5DKZgYx0zZ" alt="update preview of link on linkedin"><figcaption></figcaption></figure>

3\. After that, please try sharing your URL on LinkedIn again.


# Hide Registration form sidebar

How to hide registration form sidebar in UpPromote with step-by-step guide for Shopify merchants.

There are two parts of an affiliate sign-up form: the **sidebar** (the left side with a smaller width) is for your brand name and the program's sub-main heading; the **main bar** (the right side) which contains your brand logo, the program's main heading, details, and fields.&#x20;

To **hide the sidebar**, follow these steps:

1\. Go to **Settings** > **Registration form**

2\. Click the **Custom CSS** tab and add the following code:

.basicSidebar {
\
display: none;
\
}

<figure><img src="/files/VoyTZAl0T8tKrDGXMFoL" alt="add custom css to hide form sidenbar"><figcaption></figcaption></figure>

3\. Click **Save Changes** to update the form.

Then the Affiliate registration form would look like this:

<figure><img src="/files/tNpzeLfpaolLW0wCl8hJ" alt="how the page now look like"><figcaption></figcaption></figure>


# Post-registration thank you page

How to add post-registration thank you page in UpPromote. Settings > Affiliate admin > Registration form > Thank you page

After submitting the registration form, newly signed-up affiliates will see a Thank You page.

1\. Affiliate registration needs to be reviewed.

<figure><img src="/files/jkuv02hfCXABB9UL0aK1" alt=""><figcaption></figcaption></figure>

2\. Affiliates are auto-approved to join your program.

<figure><img src="/files/lOxjhpLkwl934Q5MR9Vf" alt=""><figcaption></figcaption></figure>

If you enable the feature [*Auto-activate affiliates*](/settings/general-settings/auto-activate-affiliates) for a program, its Thank You page will show a description of your affiliate program, the affiliate link with social sharing buttons, and the affiliate login button.

<figure><img src="/files/4O7HPQhpxNIZO09qZAlg" alt=""><figcaption></figcaption></figure>

If you set up the feature [*Auto-generate coupon*](/settings/affiliate-coupon-settings/auto-generate-coupon) for this program at the same time, the Thank You page will also include a coupon that is automatically assigned to the affiliate after signing up.

{% hint style="info" %}

* If you set multiple Auto-generate sample coupons for a program with the 3 formats: *Affiliate’s Name, Affiliate’s First name,* or *Random letters*, the latest created coupon will be displayed on the Thank You page.
* If you set multiple Auto-generate sample coupons which include the format *Affiliates Select While Registering*, the system will prioritize the coupon generated from this format to be displayed on the Thank You page.
  {% endhint %}

3\. Email verification is required if you turn on the feature *Require affiliates to verify their email addresses*.

<figure><img src="/files/Fpzsju3CC07FXZTGuTRK" alt=""><figcaption></figcaption></figure>

Affiliates can use the **Resend email** button by default when they haven't found the verification email.

## Thank You page editor

A dedicated section for editing the Thank You page is now live for you. You no longer have to use too many CSS codes to customize its design or edit its texts separately on the *Account text* feature. All are now included in the Thank You page editor. Please go to **Settings** > **Registration form** and click the **Thank you page** tab to view the editing sections.

<figure><img src="/files/tqe7547hWUdeda8s7Zet" alt=""><figcaption></figcaption></figure>

### **Font**

<figure><img src="/files/sdLe2DgTcRw8kw4LfXgv" alt=""><figcaption></figcaption></figure>

You can change the font of all the texts on the Thank You page here.

### Background

<figure><img src="/files/EzAtiEka5hmMNw0EBo4T" alt=""><figcaption></figcaption></figure>

This section helps you choose either an image or color for the page background.

### Logo

<figure><img src="/files/KveexR06sXrxWj6iIDPB" alt=""><figcaption></figcaption></figure>

Decide if your brand logo is shown or not on the Thank You page here.

### Content

<figure><img src="/files/3BuwDqZxZfeUYqe4zTgy" alt=""><figcaption></figcaption></figure>

You can edit or translate texts on each part of the Thank You page and pick their colors right in this section.&#x20;

### Button

<figure><img src="/files/omXFP2ThixqJeqedqrrD" alt=""><figcaption></figcaption></figure>

Edit texts or choose a color for the button on the Thank You page here.

### Custom CSS

You can also edit texts by editing the language translation (click **Edit your own version** as per the screenshot below).

<figure><img src="/files/Mhg6FNk3iC4PGfnERbG7" alt=""><figcaption></figcaption></figure>

You can freely use CSS codes to customize the Thank You page. CSS codes can generally change the colors/sizes of different elements on the form, as well as the layout, spacing, columns, etc.

If you have ideas for customizing the form but don't know what CSS codes to use, please contact us via the in-app chat. We will be more than happy to provide you with the proper CSS codes.

![Join our community HERE.](/files/d4hFLpDCFZcLV9RYZgis)


# How to Set Up Affiliate Programs in UpPromote

The detail guide to set up affiliate program in UpPromote for Shopify merchants. Find the path you need and get redirect to the right instruction page.

A program is a group of affiliates that share the same set of rules. Each program has its own commission,[ registration form](/management/affiliate-registration-form/form-editor), and benefits. This lets you manage different types of affiliates, or run different campaigns, side by side.

For example, you might run one program for influencers and another for loyal customers, each with its own commission rate.

{% hint style="info" %}
**Good to know:** The Free plan includes one program. You can run more than one program on the Growth plan and above. See[ Pricing Plans](/pricing-plans/pricing-details).
{% endhint %}

***

### Create and manage programs

* [Program list](/management/programs/program-list): see all your programs in one place and find each registration link.
* [Add or edit a program](/management/programs/program-settings): create a new program or change an existing one.
* [Default payment method](/management/programs/default-payment-method): choose how affiliates in a program get paid.

***

### Set up commissions

Commission is the reward an affiliate earns for each referral order. These pages cover every way to set it.

* [Commission structure](/management/programs/program-settings/commission-structure): pick how affiliates earn, such as a flat amount, a percentage, or a per-product rate.
* [Commission rate based on order value](/management/programs/program-settings/commission-structure/commission-rate-on-order-value): set higher or lower rates depending on how much the customer spends.
* [Commission calculation settings](/management/programs/program-settings/commission-calculation-settings): decide what each commission is based on, like product price or order total.
* [Special product commission](/management/programs/program-settings/special-product-commission): set a different rate for certain products.
* [Special coupon commission](/management/programs/special-coupon-commission): set a different rate when an affiliate's coupon is used.
* [New customer commission](/management/programs/new-customer-commission): reward affiliates more for bringing in first-time customers.
* [Lifetime commission](/management/programs/lifetime-commission): keep rewarding an affiliate for repeat orders from customers they referred.
* [Auto-tier commission](/management/programs/auto-tier-commission): raise an affiliate's rate automatically as they hit referral milestones (Professional plan and above).

***

### Fine-tune what counts

* [Exclude products or collections from commission](/management/programs/program-settings/exclude-products-collections-from-commission): stop paying commission on items you choose.
* [Exclude self-referrals](/management/programs/exclude-self-referrals): block affiliates from earning on their own purchases.
* [Auto-discounts with the affiliate link](/management/programs/auto-discounts-with-affiliate-link): apply a discount automatically when a customer clicks an affiliate link.

***

### Frequently asked questions

#### How many programs can I run?

One on the Free plan, and as many as you want on the Growth plan and above. Each program keeps its own rules, so you can treat each affiliate group differently.

#### What's the difference between a program and an affiliate?

A program is the set of rules. An affiliate is a person who joins that program to promote your store. You can learn both in the[ Glossary](/basic-knowledge/basic-terms).

#### Can affiliates be in more than one program?

This depends on how you set things up. Most merchants keep affiliates in one program at a time, so the rules stay clear. You manage all of this from the[ Affiliates](/management/affiliates) tab.

***

### Related articles

* [How to Set Up an Affiliate Registration Form](/management/affiliate-registration-form)
* [Manage Your Affiliates](/management/affiliates)
* [Set Up Payment Methods](/management/payments/set-up-payment-methods)
* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)

***

*Last updated: June 2026*

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="customer referral new display option"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display"><em>Login to UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>


# Program list

Programs tab. How to manage your program list within UpPromote.

In order to manage your affiliates better, you can put them into different programs. In UpPromote, a program is like a group of affiliates, where you can set up rules and apply them to all affiliates in it. With **Free plan**, you can create 1 program while with other plans (**Growth**, **Professional,** or **Enterprise**), you can create an unlimited number of programs.

## 1. Program Information

On the program list, you can see some basic information about each program, including **Program name, Type, Commission rate/amount, Number of affiliates, Default program option, Number of Referrals,** and the **Actions** column.

<figure><img src="/files/1dFkS7ydWrnqdp52JbZT" alt="program list and basic information display"><figcaption><p>Program list</p></figcaption></figure>

## 2. Export

You can export your program list simply by clicking **Export file**. A pop-up will appear to let you choose the file type you want to export.

<figure><img src="/files/ZJsQVGXdjh5lqT8IKQ5r" alt="export your program list"><figcaption></figcaption></figure>

## 3. Default Program

You have to select at least 1 program as the default program. Simply choose one program in the **Default** column.

<figure><img src="/files/hXI0wadXHyBFOtKiNldB" alt="select default program"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note:** If there are affiliates in a program, it cannot be deleted. If you want to delete a program, make sure to move all affiliates in it to another program.
{% endhint %}

<figure><img src="/files/2LpPw5xGcKl5OiGkiFgX" alt="notification"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note:** The default program cannot be deleted. If you want to delete the default program, set another program as default first.
{% endhint %}

<figure><img src="/files/BZp5DqTOlG1olP9aPWdT" alt="notification"><figcaption></figcaption></figure>

## 4. Program actions

There are several actions you can do with each program. You can find them in the **Actions** column.

### Activate/deactivate program

<figure><img src="/files/hETHamYXdIzrxjHDqORh" alt="activate program toggle"><figcaption></figcaption></figure>

With this toggle, you can quickly activate or deactivate a program.

When a program is inactive, its registration form will be unavailable so no one can sign up and join it. The existing affiliates in that program can still work normally, meaning the referral orders brought by them will still be tracked. Lastly, please note that the feature **Auto-discounts for customers** will no longer work if the program is inactive.

### Edit program

<figure><img src="/files/NFiMrC8MEcPjUF5VFFlP" alt="edit program"><figcaption></figcaption></figure>

You can click the Program name. This will open the Program settings page.

<figure><img src="/files/X6f6VAoZukQxoIhEwWxm" alt="program settings page"><figcaption><p>Edit program</p></figcaption></figure>

Learn more about the **Edit program** page here: [Add/edit program](/management/programs/program-settings).

### Get registration link

Each program has 1 registration form for people to sign up. Simply hover to the program name > click **Get Registration link** and you will see a pop-up with the registration link in it.

<figure><img src="/files/0MSggau2T6YrBnq6Ya1V" alt="get registration link"><figcaption></figcaption></figure>

### Customize registration form

<figure><img src="/files/cuXuQMVXyGrlhzPNOlre" alt="customize registration form"><figcaption></figcaption></figure>

This will take you to the **Registration form editor** in **Settings**. Learn more about the registration form here: [Affiliate registration form](/management/affiliate-registration-form).

### Duplicate program

<figure><img src="/files/GeOhjEByg7Cy5sFEWnaE" alt="Duplicate program "><figcaption></figcaption></figure>

**Duplicate program** will create a new program with the same settings (**Special product commission** not included) as the corresponding program. It's required to confirm this action.

<figure><img src="/files/w3Q98nXcbRcrWNP3q1sp" alt="confirm your action"><figcaption></figcaption></figure>

### Delete program

<figure><img src="/files/G3NddIXuyEGCNpKCP5Cv" alt="delete program"><figcaption></figcaption></figure>

You can use this button to delete a program. As mentioned above, you cannot delete the default program. If there are affiliates in the program, the program cannot be deleted. In case someone clicks on the registration form of a deleted program, they will be redirected to the default program's registration instead.

{% hint style="danger" %}
**Deleting a program cannot be undone**, even by the UpPromote team. Therefore, please consider carefully before proceeding.
{% endhint %}


# Add/edit programs

How to add/edit programs in UpPromote with step-by-step guide for Shopify merchants managing their affiliate program.

Simply go to the [**Programs** tab](/management/programs), and you'll find the Program List.&#x20;

* To add a program, click **Add program**.
* To edit an existing program, click on the program's name.&#x20;

<figure><img src="/files/QtTnPP6kv12cGXmfblzr" alt="add affiliate programs"><figcaption><p>Programs tab</p></figcaption></figure>

{% hint style="info" %}
The **Add New Program** page and the **Edit Program** page are basically identical.
{% endhint %}

## General information

This section includes some basic details of the program: **Name**, **Active switch**, and **Description**.

<figure><img src="/files/04SoftgdBbVwN9ghU18n" alt="basic general information"><figcaption></figcaption></figure>

### Active status

The switch shows the program's status. You can activate/deactivate the program by switching it on/off. The Active switches also appear on the Program list.

<figure><img src="/files/ji2k5sIl2wjuVTL52tJ1" alt="active program via toggle"><figcaption></figcaption></figure>

If a program is inactive:

* Its registration form will be unavailable so no one can sign up and join it.&#x20;
* Its registration form link will redirect people to the default program's registration form link.
* The existing affiliates in that program can still work and earn commissions normally, meaning the referral orders brought by them will still be tracked.
* The feature [**Auto-discounts for customers**](/management/programs/auto-discounts-with-affiliate-link) will no longer work for the links of affiliates in it.

### Description

The **description** will be displayed on the [registration form](/management/affiliate-registration-form/form-editor) and on the affiliate's end ([affiliate admin](/guide-for-affiliate/affiliate-admin)). It's highly recommended to put as many details about your program as possible there.

<figure><img src="/files/sSihwU21Hnf7tt3jMfvz" alt="add program description"><figcaption></figcaption></figure>

## Commission structure and Advanced features

For the [commission structure](/management/programs/program-settings/commission-structure) and the Advanced features, please see the next documents.


# Commission structure

How to commission structure in UpPromote. Navigate as followPrograms > Edit program > Commission structure.

In the **Commission Structure** section, there are three available types that you can choose from:

<figure><img src="/files/p8oXK1cJAEOt51jjjXOO" alt="preview commission structure options"><figcaption><p>Edit program page</p></figcaption></figure>

{% hint style="info" %}
**Tips:** If you want to exclude shipping/tax fees from the commission calculation, click [HERE](https://docs.uppromote.com/management/programs/program-settings/commission-calculation-settings) to find the instruction.
{% endhint %}

## **Flat rate per order**

With this option, the commission rate can be set up as a fixed amount on each referral order.

For example, if you set the commission amount to $10 per order, when your customer purchases through the referral link, your affiliate will get a $10 commission no matter how much the total sales is.

<figure><img src="/files/ppdY7ljd5gVy9yijX3d7" alt="checkout example"><figcaption></figcaption></figure>

After an order is marked as **fulfilled** and **paid** on your Shopify admin (unless you enable the **Record pending orders as referrals** in **Settings** > **General** > **Notifications & Others**), its status will be shown on your back end in the **Referrals** section with the commission amount.

<figure><img src="/files/xua9rkFACbvJslRpsVRF" alt="referral commission preview"><figcaption></figcaption></figure>

## **Flat rate per item**

Commissions in dollars will be calculated on product units.&#x20;

For example, if you set the commission amount to **$5 per item**, when a customer makes a purchase of 3 items through the referral link, the affiliate’s commission will be $5 \* 3 = **$15**.

<figure><img src="/files/xTW7JVU4WRCtMdfqGOVO" alt="checkout example"><figcaption></figcaption></figure>

The referral order status will be updated on your back end.

<figure><img src="/files/AlehB51B3GTzkiSrzSqz" alt="referral order status updated"><figcaption></figcaption></figure>

## **Percent of sale**

Commissions will be calculated based on a percentage of the total value brought by the affiliate.&#x20;

For example, if you set the percentage value to 15%, any order made through the referral link will bring your affiliate a 15% value of the total order amount (not including VAT or other extra fees).

<figure><img src="/files/gM5fkArD50Vwel4FTk6D" alt="percentage of sales preview"><figcaption></figcaption></figure>

After choosing the proper commission type, fill in the desired amount in the **amount** box, then click **Save.**

{% hint style="info" %}
If you create more than 1 program and then downgrade to the Free plan, the system will deactivate the extra programs (except the default one) and exclude referrals from affiliates in those programs.
{% endhint %}

{% hint style="info" %}
To setup commission rules for subscription orders, please refer to [this document](/settings/integrations/subscription-apps#subscription-commission-setup) for more details.
{% endhint %}


# Commission rate on order value

Navigate as follow to set commission rate on order value in UpPromote: Programs > Edit program > Commission structure > Rule.

For any commission type (*percent of sale*, *flat rate per order,* or *flat rate per item*), you can either select the simple rule or the **advanced rule**. The **advanced rule** helps you set different commission rates/amounts based on different levels of order value.

To set up the advanced commission structure, go to **Programs** > Click the program's name > **Commission Structure.** You can also set it up when creating a new program (**Programs** > **Add new**).

For the rule, select **Advance (Commissions on order values)**.

<figure><img src="/files/I48rpyDA1cFYtwXYJoHq" alt="set up commission per order value"><figcaption></figcaption></figure>

From there, you can set a rate for the level 1 orders (orders with the value of $0 or higher).

Next, add more level(s) of commission rate by clicking **Add new level**. From there, you can set the *minimum order value* and *commission rate* for each level.

Kindly note that if you want to add more than 2 levels, you will need to upgrade to the Professional plan or higher.

<figure><img src="/files/ZjRVebdtUvcXnzD3a3WW" alt="add new level"><figcaption></figcaption></figure>

For example, if you want to give your affiliates **15%** of sales for **$200-or-lower** orders, and **17%** of sales for referral orders of **$200 and higher**, you can set up the commission structure like this:

<figure><img src="/files/yUPHppH4N0oyWN6z7Auo" alt="example for commission on order value"><figcaption></figcaption></figure>

Don't forget to click **Save** (or **Add** if you're creating a new program) to finish setting up.


# Commission calculation settings

How to mofidy commission calculation settings in UpPromote. Navigation: Programs > Edit program.

**Commission calculation** settings allow you to configure how the commission is calculated for affiliate sales, with options to exclude specific components from the commission.

You can access this feature by clicking **Programs >** Edit program (click on the program's name) > Commission calculatio&#x6E;**.** The commission calculation settings contain: "[Excluded products/collections](/management/programs/program-settings/exclude-products-collections-from-commission)", "[Special product commission](/management/programs/program-settings/special-product-commission)", and "Shipping, taxes and other fees".

<figure><img src="/files/tULAnXQa8HsbD033KCb5" alt="commission calculation conditions"><figcaption><p>Programs > Edit program > Commission calculation</p></figcaption></figure>

For details of [Excluded products/collections](/management/programs/program-settings/exclude-products-collections-from-commission) and [Special product commission](/management/programs/program-settings/special-product-commission), click on the feature you'd like to learn about.

In this document, we'll learn more about the options for Shipping, taxes and other fees.

## **Exclude product tax**

<figure><img src="/files/sCbnlSQSrvPWfuIvZPWW" alt="exclude product tax"><figcaption></figcaption></figure>

When **Exclude product tax** is enabled, the tax applied to the products is excluded from the commission calculation. This ensures that only the pre-tax product price is used to calculate commissions.

* Note: If this setting is toggled off, product tax **will be included** in the commission calculation.
* Exampl&#x65;**:**
  * Product pric&#x65;**:** $50
  * Product ta&#x78;**:** $5
  * Total product price (including tax): $55
  * Commission (excluding tax): The commission will be calculated on $50, excluding the $5 tax.

## **Exclude shipping**

<figure><img src="/files/a0gl1QQ4DdQD5a4jiOZx" alt="exclude shipping"><figcaption></figcaption></figure>

This setting excludes the shipping charges from the commission calculation.

* Note: If this setting is toggled off, shipping charges **will be included** in the commission calculation.
* Example:
  * Product price: $50
  * Shipping charges: $10
  * Total order price: $60
  * Commission (excluding shipping): The commission will be calculated on $50, excluding the $10 shipping charge.

## **Exclude shipping tax**

<figure><img src="/files/ZWzQmEx5B4HpEpI3w7i6" alt="exclude shipping tax"><figcaption></figcaption></figure>

This option excludes the tax on shipping charges from the commission calculation.

* Note: If this setting is toggled off, shipping tax **will be included** in the commission calculation.

## **Exclude tip**

<figure><img src="/files/aM5HjIp48F2QB3wYv2vT" alt="exclude tip"><figcaption></figcaption></figure>

When enabled, any tip given by the customer will be excluded from the commission calculation.

* Note: If this setting is toggled off, the tip **will be included** in the commission calculation.
* Example:
  * Product price: $50
  * Tip: $5
  * Total order price (including tip): $55
  * Commission (excluding tip): The commission will be calculated on $50, excluding the $5 tip.

***

#### Key changes:

* **Elimination of "Shopify tax settings":** In previous versions, UpPromote relied on the "Shopify tax settings" to determine whether taxes were included in the product price. In the new version, we pull this information directly from Shopify, so the "Shopify tax settings" option is no longer needed.
* **New fields:**
  * **Exclude shipping tax**: Allows you to exclude shipping tax from the commission.
  * **Exclude tip**: Allows you to exclude any tips from the commission calculation.

{% hint style="info" %}
***Note**: Please note that this is merely related to the commission calculation. If you are looking for information regarding VAT on paid commission, please refer to this document* [*HERE*](https://docs.uppromote.com/management/payouts/tax-on-paid-commissions)*. \`*
{% endhint %}


# Special product commission

How to add commission on a selection of product in UpPromote. Programs > Edit program > Special product commission

The **Special product commission** function allows merchants to set a special commission rule for each specific product or for all items in a collection. When an affiliate refers someone to purchase a product with a **special commission rate**, he/she would get the commission based on the **special rate** instead of the regular program's commission rate.&#x20;

This feature is useful for products with higher/lower prices or higher/lower profit margins. Merchants can also make use of it for products they want to drive sales by offering a higher commission rate to affiliates.

{% hint style="warning" %}
**Note:&#x20;**<mark style="color:red;">**UpPromote**</mark> triggers the Special product commission based on Shopify's product **variant ID**.&#x20;
{% endhint %}

## **How to set up?**

To set a special product commission, go to **Programs** >Edit program (click on the program name) > **Special product commission > Manage.**

<figure><img src="/files/ZA3cliljfxaPXcbApHxv" alt="manage special product commission"><figcaption><p><strong>Programs</strong> >Edit program > <strong>Special product commission</strong></p></figcaption></figure>

To add a product commission, click **Add product commission**.

<figure><img src="/files/MOAl3AWhatPOm6SCk7mo" alt="aff product commission"><figcaption><p>Programs > Edit program > Special product commission > Manage</p></figcaption></figure>

Choose to add product(s) separately or add a whole collection:

<figure><img src="/files/VnLiTVx86fNwCdEJCWSu" alt="choose how to select product"><figcaption></figcaption></figure>

Click the Product (or Collection if you chose to add collections) box and a list of suggested items will show up.

<figure><img src="/files/4WFVrVYWeSgpUunzqKX0" alt="choose the applied product"><figcaption></figcaption></figure>

Choose the item, select the commission type and enter an **Amount/Rate**, then click **Add.**

{% hint style="warning" %}
**Note:** In case you edit product(s) such as add more variants or add more products to a collection on your Shopify admin, please remember to click on the "Re-sync product" button as in the screenshot below.
{% endhint %}

<figure><img src="/files/Vridzp6VGfmfc7MXkGee" alt="table of product with special commission"><figcaption></figcaption></figure>

## How will the product commission be calculated?

If a customer's order contains a product that is set with a specific commission, the special commission rate will be applied for that product while other product commissions will still be based on the default commission of the program.

**Example**:

* Product A ($20) has a special 10% commission&#x20;
* Product B ($100) is not a special product
* &#x20;The program commission is 5%&#x20;

The customer places an order of one product A and one product B.&#x20;

\=> Commission = ($20 x 10%) + ($100 x 5%) = $7

{% hint style="warning" %}
**Note**: If your program commission is **Flat rate per order**, when you add a product with a special commission, any order containing that product will generate a double commission (commission for the whole order will be calculated based on the **program setting** plus **commission for** **the special product**)
{% endhint %}


# Exclude products/collections from commission

How to exclude products or collection from getting commission in UpPromote. Available from Professional plan or above.

This feature lets you specify certain products or collections that should not generate affiliate commissions. It is beneficial for products with lower margins, promotional items, or any product you choose not to include in affiliate marketing strategies.

## How To Set Up

Go to the **Program** > **Edit program** (click on the program's name) > Commission calculation > Excluded products/collections.

By default, this applies to no product.

<figure><img src="/files/AIkkjmCisV8n642Baz8g" alt="commission calculation "><figcaption><p><strong>Program</strong> > <strong>Edit program</strong> > Commission calculation > Excluded products/collections</p></figcaption></figure>

Choose to exclude products or collections, then select the product/collection. Finish by clicking Save on the Shopify header.&#x20;

<figure><img src="/files/HXaMqnVUBNdrwLfwlSSJ" alt="choose the product applied"><figcaption></figcaption></figure>

## How It Works

Excluded products will not be eligible for affiliate commission calculations and tracking. In particular:

* Referral orders containing excluded products will not be tracked within the app.
* Referral orders that include both excluded and regular products will be tracked and displayed in the app. However, commissions will not be calculated for the excluded products, as defined in the *Commission explanation* page when you review the referral. Here's an example:

<figure><img src="/files/9X6ej3q78qzzrCrKJMD4" alt="preview on how this work"><figcaption></figcaption></figure>

{% hint style="info" %}
For refunded orders:

* If a refunded order contains both excluded and non-excluded products, the system will only record the referral for the non-excluded products.
* If a refunded order consists solely of excluded products, the system will not record a refund referral for those products.
  {% endhint %}

### Additional Notes

1. If a product is set for both [Special product commission](/management/programs/program-settings/special-product-commission) and **Exclude products/collections from commission**, the system will prioritize the former for commission calculation.
2. If a product is set for both [Connect product](/management/affiliates/connect-products) and **Exclude products/collections from commission**, the system will prioritize the latte&#x72;**.**
3. If you set up [Commissions on order values](/management/programs/program-settings/commission-structure/commission-rate-on-order-value) for the program, sales from excluded products are not included in the total order value.
4. If you set up [Auto-tier commission](/management/programs/auto-tier-commission), excluded products will not be counted in its condition rules.
5. If you create a [Bonus ](/motivation/bonuses)with a target of Total sales, sales from excluded products are not considered in the calculation.
6. In terms of [Multi-level marketing](/outreach-1/affiliate-recruitment/mlm), if the Network Commission is set to be calculated on 'Total sale', sales from excluded products from referrals made by downlines are not included in the upline's network commission.
7. Affiliates can view the list of excluded products/collections you've set up via their **Dashboard > Program details > Excluded product list.**&#x20;

<figure><img src="/files/8UeSSS4btqJd2z0S3mG7" alt="list of excluded product on affiliate dashboard"><figcaption></figcaption></figure>

Additionally, these excluded items will not appear in the **Get product link** feature when they search for products, nor in the **Product analytics** table when filtering by 'All referred products by affiliates'.


# Default payment method

How to set up default payment method in UpPromote. Available on all plans.

You can select the default payment method for each program so that when affiliates join that program, the system will automatically select the payment method you chose for them. However, affiliates still need to fill in their payment information in their accounts (if needed) so you can process payment.

*For example*, you choose Store Credit as the default payment method for program A. When affiliate B signs up for program A, their payment method will automatically be selected as Store Credit.&#x20;

To set up the feature, please go to **Programs** > **Add program** or **Edit program** > scroll down to the bottom > select the **Default payment method** from the list. That list shows all payment options you've chosen for this program previously in **Settings** > **Payment** > **Payment method**.&#x20;

If you don't select a default payment method, affiliates will need to manually choose a payment from the list on their accounts.&#x20;

<figure><img src="/files/B65CKD8Md10O17t2h4LW" alt="set up payment methods"><figcaption></figcaption></figure>

When the Default payment method is set up, if you enable the field **Payment method** in **Settings** > **Registration form** > **Form fields**, it will also automatically select that default payment for affiliates on the registration form.&#x20;

<figure><img src="/files/xOE20CqcD9M6gwfqDcNW" alt="how it show on the registration form" width="409"><figcaption><p>Settings > Affiliate admin > Registration form</p></figcaption></figure>

<figure><img src="/files/kOjyzGw8dolllObRFLgi" alt="live preview on registration page"><figcaption><p>Registration form</p></figcaption></figure>

{% hint style="info" %}
**Note**: The system will only assign a default payment method for new affiliates from the moment you set up the feature. Existing affiliates' payment methods who join before the setup will remain the same.&#x20;
{% endhint %}


# Auto-discounts for customers with the affiliate link

Detail guide to add auto-discounts via affiliate link in UpPromote. Available from the Professional plan

If you want an affiliate to get the commission while your customers get a discount automatically when visiting your shop through an affiliate link (without entering a coupon code), this is the feature for you.&#x20;

### **I. Overview of Auto-discount**

**What is Auto-discount?**\
Auto-discount allows you to automatically apply discounts at checkout when customers make a purchase via affiliate links. Therefore, the customer does not need to enter a coupon code manually.

**How does Auto-discount work?**\
The discount that is applied automatically at checkout will follow the rule configured in your program. Previously, you could set only **one rule** per program, but with the new update, you can now create up to **5 rules per program**.&#x20;

### II. How to set up Auto-discount rules

#### Step 1: Access Auto-discount settings

To enable this feature, go to **Programs** > click the **Program name** > locate the section **Automatic discount for customers >** click the button **Set up**.

<figure><img src="/files/aeFPMgjok8P8O4x7aS3k" alt="set up auto-discount"><figcaption></figcaption></figure>

In the Auto-discount for customers page, click the **Add auto-discount rule** button.&#x20;

<div data-full-width="false"><figure><img src="/files/a4Wlsm8eCTqvyKldtmWY" alt="add auto-discount rule"><figcaption></figcaption></figure></div>

The setup page will then show up for you to configure the new auto-discount rule. Please check the instructions below on how to set it up.&#x20;

<figure><img src="/files/qrOsSlVqo80a5nwSE6iN" alt="set up discount rule conditions"><figcaption></figcaption></figure>

#### Step 2: Configure the Auto-discount rule

1. **General information:**

Enter the rule name, and set the rule's status (Active or Inactive). The rule name will not appear on your storefront, so that you can choose whichever name you like to separate it from other rules (if any).

<figure><img src="/files/K7InoTmLIRBvk6PlxlM3" alt="get rule name"><figcaption></figcaption></figure>

2. **Targeted affiliates:**

After filling out the general information, you need to choose the affiliates whose links will trigger this auto-discount rule. There are two options:

* **All affiliates**: This rule applies to all affiliates in the program.&#x20;
* **Specific affiliates**: Select one or more affiliates for this rule.

<figure><img src="/files/euHLxwdEDEXI8UhmfjLt" alt="choose who to target"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note:**

* You can create **only one "All affiliates"** rule per program
* The **"Specific affiliates" rule takes priority** and will override the "All affiliates" rule if affiliates are assigned to both. If the "Specific affiliates" rule is deactivated, the system will automatically run the "All affiliates" rule instead.&#x20;
* Affiliates selected in one "Specific affiliates" rule can not be assigned to another "Specific affiliates" rule.&#x20;
* If all affiliates in a "Specific affiliates" rule have been moved to another program or deleted, that rule will be deactivated automatically.
  {% endhint %}

3. **Discount by:**

The targeted affiliates have been chosen. Now it's time to decide which kind of discount will be applied at checkout. There are 3 available options:

* **Anti-leak discount:** This option will be further instructed below in section III.&#x20;
* **Affiliate coupon:** At checkout, the affiliate coupon (the coupon of the affiliate whose link your customer visits your shop through) will be automatically applied. If you enable multiple coupons, our system will use the latest assigned affiliate coupon to apply the automatic discount.

<figure><img src="/files/DxdcwiSt0iP2Pkx9M8eG" alt="set up discount by"><figcaption></figcaption></figure>

Kindly note that with this option, the affiliate must have a coupon in his/her account. If there is no coupon assigned to them, no coupon will be applied, and the feature will not work. You can check out how to assign coupons to affiliates by following the [**INSTRUCTIONS** ](/motivation/coupons)here.

***For example**,* <mark style="color:green;">Affiliate A</mark> has been assigned the coupon code <mark style="color:green;">A123</mark>, and <mark style="color:yellow;">affiliate B</mark> has been assigned the coupon code <mark style="color:yellow;">B456</mark>.&#x20;

When a customer visits your shop via <mark style="color:green;">A's</mark> affiliate link, the coupon <mark style="color:green;">A123</mark> will be automatically applied.&#x20;

When a customer visits your shop via <mark style="color:yellow;">B's</mark> affiliate link, the coupon <mark style="color:yellow;">B456</mark> will be automatically applied.&#x20;

* **Defined coupon:** You will need to create a new coupon or use an existing coupon on your Shopify Discounts. That coupon will be automatically applied at checkout for all customers, no matter which affiliate link the customer used.&#x20;

<figure><img src="/files/pAnS5MLCMq0oSW5SldZX" alt="set up defined coupon"><figcaption></figcaption></figure>

For this option, you can create a new discount code via the *Discounts* section in your Shopify admin first, then enter the discount code name into the field "Coupon code".

{% hint style="warning" %}
The defined coupon must NOT be a Shopify automatic discount or assigned to any affiliates.
{% endhint %}

***For example***, you set the coupon name to *ABC*. No matter which affiliate link the customer uses to visit your shop, this *ABC* code will be automatically applied, and the system will record the referral order for the latest used affiliate link.&#x20;

### III. Set up Anti-leak discount

**What is Anti-leak discount?**\
The Anti-leak discount prevents the misuse of affiliate codes by automatically applying discounts without exposing the code. It is part of the **Auto-discount** feature and can be used alongside "Affiliate coupon" and "A defined coupon" rules.

**Who should use Anti-leak discount?**

Merchants who have encountered or want to prevent coupon leaks can benefit from this option. The anti-leak discount applies directly at checkout without the need to create a coupon code in the Shopify admin. **No coupon - no leak.**&#x20;

**How to set it up?**

1. **Add rule**

Follow the usual steps to [**add an auto-discount rule**](#ii.-how-to-set-up-auto-discount-rules) in your program settings.

2. **Select Anti-leak discount**

In the *Discount by* section, choose **Anti-leak discount**.

<figure><img src="/files/MMYQXIcmnP6RuFu8JWkE" alt="anti-lead discount option"><figcaption></figcaption></figure>

3. **Enable UpPromote essentials app embed**

To use Anti-leak discount, it's a must to enable the UpPromote essentials app embed. If you haven't enabled it, the system will show a *Warning banner* to prompt you to activate it in your Shopify themes.

<figure><img src="/files/gaW4rMLNfZyqJgAikBqd" alt="enable app embed"><figcaption></figcaption></figure>

In order to enable the UpPromote essentials app embed, simply click on the button **"Enable app embed"** on the Warning banner > enable **"UpPromote essentials"** on your Shopify themes > click **Save**.&#x20;

If you can't enable the app embed via the Warning banner, you can follow the [manual steps here](https://docs.uppromote.com/uppromote-changelog?utm_source=changelog\&utm_medium=click\&utm_campaign=anti-leak#how-to-enable-uppromote-essentials-app-embed) to activate it.&#x20;

4. **Enable discount types**

Anti-leak discount allows you to choose one discount type or combine multiple discount types within the same rule. This flexibility enables you to apply **Product discount**, **Order discount**, and **Free shipping** - all at once - making it superior to using traditional coupons, where you’d need to create separate codes for each discount type and combine them at checkout.

* **Product discount**: Enable this to apply a discount to selected products or collections. You can set the discount type as either **Percentage** or **Fixed amount** and specify the value.
  * **Message**: Optionally, enter a message that will appear to customers at checkout. If you leave it blank, the system will use the default message.&#x20;
    * You can also use the provided tag to customize the message and see the message example in the **Preview** card.&#x20;
  * **Apply to**: Choose whether to apply the discount to **specific products** or **collections**.

<figure><img src="/files/3GcASUqG6t4676Wkt2l5" alt="set up condition"><figcaption></figcaption></figure>

* **Order discount**: Enable this to apply a discount to the entire order. Set the discount as a **Percentage** or **Fixed amount** and define the amount.
  * **Message**: Optionally, enter a message that will appear to customers at checkout. If you leave it blank, the system will use the default message. You can use the provided tag to customize it.

<figure><img src="/files/gkxjWH4WUXP10Lnfg8xu" alt="set up as percentage or fix amount"><figcaption></figcaption></figure>

* **Free shipping**: Enable this to offer free shipping for qualifying orders.
  * **Message**: Optionally, enter a message to display to customers at checkout. If you leave it blank, the system will use the default message. You can use the provided tags to customize it.
  * **Apply to**: Specify which countries will be eligible for free shipping, whether it's all countries or selected countries.&#x20;

<figure><img src="/files/uBBrpabBQZaYHeitro3U" alt="set free shipping"><figcaption></figcaption></figure>

{% hint style="warning" %}
Kindly note that the country list only shows the countries available in your Shopify shipping zones.
{% endhint %}

5. **Set minimum requirement (Optional)**:

You can set minimum requirements for your Auto-discount rule to control when the discount applies. There are two types of minimum requirements:

* **Minimum purchase amount**: The customer must meet a specific total order value before the discount is applied.
* **Minimum quantity of items**: The customer must have a specified number of items in the cart for the discount to apply.

**Rules to apply the Minimum requirements to orders at checkout:**

* **Product discount only**\
  If you enable only the Product discount, the minimum requirement will apply **only to selected products or collections**.
* **Order/Shipping, Product + Order/Shipping, or all three types (Product + Order + Shipping)**\
  When you enable Order or Shipping discount only, or combine Order/Shipping with Product discount, the minimum requirement applies to **the entire order**, not specific products or collections.

6. **Save rule**:\
   Once you’ve configured the settings, click **Save** to apply the Anti-leak discount rule.

### **Important notes on Anti-leak discount**

* Anti-leak discount requires the **UpPromote essentials app embed** to be enabled. If the app embed is disabled, the Anti-leak discount will be automatically deactivated.
* Please do not delete the **UpPromote discount function** - an automatic discount in the Shopify discount list, because it will affect the function of the Anti-leak discount.&#x20;
* For third-party store users, the Auto-discount function in general and the Anti-leak discount in particular are not available on third-party stores. We will notify you via [changelog](https://docs.uppromote.com/uppromote-changelog?utm_source=doc\&utm_medium=auto-discount\&utm_campaign=anti-leak) when it's updated.&#x20;


# New customer commission

How to configure commission for new customer in UpPromote. Available from the Professional plan

**New customer commission** helps you set up a different commission rate for affiliates when they refer a totally new customer who does not exist on your Shopify customer list.&#x20;

{% hint style="warning" %}
**Note:** This feature is different from the **First Commission** option of [**Lifetime Commission**](/management/programs/lifetime-commission)**. First commission** changes the commission rate if the customers do exist in your store and it's the first time they are referred by the affiliates. Besides, you can now set up New Customer Commission without having to enable [Lifetime Commission](/management/programs/lifetime-commission) like before.&#x20;
{% endhint %}

## Why you should use New customer commission

This feature helps encourage and motivate your affiliates to promote your store widely to refer new customers for a possibly higher commission rate/amount. It can also help incentivize underperformers to be more active in your affiliate campaign.&#x20;

Consequently, new customers can offer many benefits for your business, such as increased sales, heightened brand awareness, increased customer base for feedback, and data to improve your brand overall.

## How to set up&#x20;

To enable **New customer commission**, go to **Programs** > click on the program's name > **Advance** > toggle on **New customer commission.**

<figure><img src="/files/DDbr324nnwWrLNg2ejzY" alt="set up the commission for new customer"><figcaption><p><strong>Programs</strong> > Edit program > <strong>Advance</strong> > <strong>New customer commission</strong></p></figcaption></figure>

After that, simply select a **commission type** for this function. The commission type could be **Flat per order**, **Flat rate per item,** or **Percent of sale**. Next, put an amount or rate for it.

In the example screenshot above, the **new customer commission** type is **Percent of sale,** and the amount is 25%. It determines that affiliates will receive a 25% commission on total sales when they refer brand-new customers to your store (who did not exist in your Shopify's customer list).


# Lifetime commissions

How to lifetime commission in UpPromote. Available from Professional plan

If **Lifetime commission** is enabled, whenever a customer makes a purchase referred by an affiliate, that customer would be **automatically connected to the affiliate**.&#x20;

As long as an affiliate is connected to customer(s), the affiliate will get a commission every single time the connected customer(s) purchases.

## How to set up

To enable **Lifetime Commission** for a program, go to **Programs** > Locate the program > Click on the program's name > **Advance** > toggle on **Lifetime Commission.**

<figure><img src="/files/SDQppI5BX4KeiJ7RA3bw" alt="active lifetime commission"><figcaption><p>Programs > Edit program > Advance > Lifetime commissions</p></figcaption></figure>

## Disconnect lifetime commissions

Once you have enabled **Lifetime commission**, you will have the option to **disconnect lifetime commission** after a certain period of time. It means that in case an affiliate and a customer are connected by **Lifetime commission** after the first order, they will be automatically disconnected after the set number of days, i.e. 100 days.

Kindly note that this setting is optional. If you leave it blank, the connection will remain forever until you manually disconnect them (by going to **Affiliates** > **Connect customers** > Search for the affiliate-customer connection > **Delete**).

## First commissions

You can also set up **First-time commissions** for the affiliate on the first order of any new customers referred by that affiliate.

By enabling the **First commissions** optio&#x6E;**,** your affiliate will get a different commission rate for the first referral order from a non-connected customer while all future commissions from that customer will follow the program commission rate.

<figure><img src="/files/f4cXd2iilnliqgN8WFYQ" alt="set up the first commission"><figcaption></figcaption></figure>

For example, if your **Program commission rate** is **10%** and you have Lifetime commission enabled + the **First commission** is set at **20%**.

If customer X buys from Affiliate A for the first time, affiliate A will get a 20% commission for that order, but for all following orders made by customer X, affiliate A will only get a 10% commission.


# Special coupon commission

How to create special coupon commission in UpPromote. Available in Enterprise plan.

Giving discounts to the customers and commissions to the affiliates at the same time can significantly affect the merchant's profit. In such cases, some merchants would like to reduce the commission rate to ensure their profit.

**Special coupon commission** helps merchants adjust the commission rules for referral orders that have a coupon code used. You can set a lower or higher commission rate for referrals using coupons than those promoted by links.

To enable **Special coupon commission** for a program, go to **Programs** > Locate the program you want > Click on the program's name > **Advance** > switch on **Special coupon commission.**

<figure><img src="/files/QcOp8PIfC7Qku5LrGN9p" alt="set up special coupon commission"><figcaption></figcaption></figure>

{% hint style="warning" %}
Please note that **Special coupon commission** is only available for the **Simple** **commission rule** (not applicable for the **Advance: Commission on order value rule**).
{% endhint %}

<figure><img src="/files/zmNQQZmuxastnGE6k1js" alt="choose type of rule for settings"><figcaption></figcaption></figure>

Coupon code commissioning can be applied to **Affiliate coupons** (coupons assigned to your affiliates) or **Any coupon** (including affiliates' coupons and your shop's discount codes that are not assigned to any affiliates).

In the **Amount** field, you can enter a commission rate that you want to apply for orders using coupons. The commission type will be based on what you set in the Commission structure in the Program settings. For example, if you set the commission type to be Percent of sale above, it will also use that type for Special coupon commission.&#x20;

{% hint style="info" %}
**Note:**

* The Special coupon commission rate will not override the [Special product commission](/management/programs/program-settings/special-product-commission) rate and [First commission](/management/programs/lifetime-commission#first-commissions) (on Lifetime commission rate).
* The feature applies 1 commission rate to all referrals with coupon codes used in general. In other words, you can't set different commission rates for referral orders made with different coupon codes.
  {% endhint %}


# Exclude self-referrals

Definition and how to exclude self-referrals in UpPromote. Available in all plans.

## What is self-referrals

When your affiliates promote your store, they can use several types of tracking methods such as affiliate links or affiliate coupons. The orders made by customers with the use of those methods are called **Referral orders**, or **Referrals** for short. On the other hand, if the affiliates make the orders themselves using their own links or coupons, such orders are considered **Self-referrals**.

## Exclude self-referrals

Commonly, merchants don't want to give commissions to affiliates when they make the orders themselves due to concerns over costs, profit maximization, fraud prevention, tracking accuracy, and maintaining fairness within the affiliate program. In such cases, you can make use of our feature **Exclude self-referrals**. By turning it on for a program, all affiliates in it will no longer get commissions for **Self-referrals**. Such orders will not even show up in **UpPromote > Referrals** like regular referrals.

To enable it, simply go to **Programs** > click on the program's name > **Advance** > switch on **Exclude self-referrals**.

<figure><img src="/files/2atSA0pkEdVp5w3TZkhr" alt="set up excluding self-referrals"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note:** The system will detect the self-referrals using the customer's email address. If the customer's email address matches the affiliate's email address in a referral order, it will be considered a self-referral.
{% endhint %}

Consequently, there will be cases in which affiliates use a different email address to make self-referral orders. UpPromote's system will not be able to detect such cases. If you notice one, you can manually deny that referral order by going to **Referrals** > Locate it > **Deny** (or **Undo > Deny** in case the referral has been approved already).

<figure><img src="/files/pcRaoLSNrv5D5MRoB7wU" alt="deny commission manually"><figcaption></figcaption></figure>


# Auto-tier commission

How to set up auto-tier commission for your affiliates in UpPromote. Available from Professional plan.

## Tiered Commission Structure

A tiered commission structure motivates affiliates using commission rate tiers. Unlike flat commission plans, tiered commissions encourage your affiliate team to hit sales milestones. As the performance increases, your members can be leveled up to a better program, thus earning a higher commission rate.&#x20;

The most basic sales incentive plan awards a flat rate - X% or $X on every deal or per item. Tiered commissions, on the other hand, would be paid to the affiliates only if they hit a certain **total sale of referrals,** **total earned commissions, total referral quantity, total sales of downline affiliates** or **total sales of personal volume**. If well-designed, these plans can increase your overall performance, while remaining easy to administer, understand, and communicate.

## When you should use a Tiered commission structure

In short, like many business concerns, it depends. Companies often put tiered commission structures into play when they feel that the flat rate plan is not driving the desired performance. Thus, they opt for a plan where they can specifically reward affiliates who over-perform and, at the same time, motivate the "middle-tier" to increase their performance.

## How to build an Auto-tier commission structure

With <mark style="color:red;">UpPromote</mark>, you can easily build your own **auto-tier commission** rule with five main types of conditions. Your affiliates will get automatically leveled up once their performance meets the set condition level. The conditions might be based on:

* **Total sales of all referrals:** total value of sales your affiliate refers to successfully. Both approved and paid commissions are counted.
* **Total earned commissions:** total value of approved and paid commission your affiliate gets.
* **Total referral quantity:** total number of sales your affiliate refers to successfully. Both approved and paid commissions are counted.
* **Total sales of downline affiliates (**[**MLM** ](/outreach-1/affiliate-recruitment/mlm)**related):** total value of approved sales created by downlines of your affiliate.&#x20;
* **Total sales of personal volume (**[**MLM** ](/outreach-1/affiliate-recruitment/mlm)**related):** total value of sales your affiliate refers to successfully. Both approved and paid commissions are counted. However, the network commission that your affiliate earns from their downlines will be excluded (in case you enable the [Multi-level marketing](https://docs.uppromote.com/recruit-affiliates/multilevel-marketing) feature).&#x20;

&#x20;To set the condition values, go to **Programs >** **Auto-tier commission.**

<figure><img src="/files/osM8I4Tq0QzRbHBTBHeS" alt="add auto-tier commission"><figcaption></figcaption></figure>

Switch on "**Active**" to enable the **Auto-tier commission** feature. Then, choose a level condition, a program and its condition value accordingly.&#x20;

<figure><img src="/files/IBUQEjMwuA7082X09D9J" alt="setting auto-tier commission levels"><figcaption></figcaption></figure>

### Example

The Level condition is chosen to be **Total sales of all referrals.**

There are 3 programs available in the account. You can set the conditions as below:

<figure><img src="/files/76PxWI0k59YjBbtBQ9uP" alt="example"><figcaption></figcaption></figure>

In this setting:

* Affiliates who brought less than $300 in total referral sales (only sales of approved commission count) will stay on **program A.**&#x20;
* Those who reach $300 in total sales will be moved automatically to **program B.**
* Similarly, they will be moved to **program C** once they reach $700 sales in total,&#x20;

Once a program is deactivated or deleted, its level condition on the auto-tier commission setting will be removed as well.

{% hint style="warning" %}
**Notes:**

* Each level can be set with 1 program only.
* The **condition value** of the higher level must be higher than the lower levels.
* The maximum number of levels you can set is the number of **active programs** you have in your account.
* In case you deactivate the Level 1 program via the Programs tab, the default program will be set as Level 1.
* Old referrals that affiliates brought before the level-up will not automatically be updated with the new level's commission rate.&#x20;
* Affiliates in programs that are not included in the **Auto-tier structure** won't get affected by the auto-tier rules.
  {% endhint %}

## **Reset Auto-tier level**

The function to **reset Auto-tier commission** after a certain period of time is now available. You can now utilize it to boost sales and optimize your affiliate campaign.&#x20;

<figure><img src="/files/cNLF9R3Yin56jQOueAHD" alt="set up reset conditions"><figcaption></figcaption></figure>

With this function, you can easily select **a date** on which **Auto-tier commission** will be reset after a certain period of time, depending on what you set up in the **Number of months to reset** field.&#x20;

There are two types of **Reset to level** that you can choose from:&#x20;

* **Previous level**: It will degrade 1 level from the current level of all affiliates after the reset date.&#x20;
* **Fixed level**: Affiliates will be transferred to the program whose level is indicated after a reset cycle.&#x20;

### Example

You can choose the Reset level to be the **Fixed level**:

<figure><img src="/files/7shBllfDwrkHkn24xDzB" alt="example"><figcaption></figcaption></figure>

In this setting, the system will automatically reset all affiliates' levels to Level 2 every 1 month, on the 1st day of the reset month.

{% hint style="warning" %}
**Notes:**

* The fixed level's program and the lower level's program(s) will not be affected by the reset. In the example above, affiliates in the level 1 and level 2 programs will not be affected.
* If the reset date does not exist in a month (e.g. 30th of February or 31st of April), it will be the last available date of the month (i.e. 28th of February or 30th of April).&#x20;
* <mark style="color:red;">UpPromote</mark> will reset your affiliates based on GMT + 0.&#x20;
* After the tiers are reset, the affiliates only need to earn the total amount of referrals/commissions equal to the next level's condition and the current level's condition.\
  **For example:** Affiliate A was on level 3 (with the condition = $500 of sales). After the tiers are reset, affiliate A is moved to level 2 (with the condition = $200 of sales). During the current cycle, A only needs to bring ($500 -$200) = $300 of sales in order to level up.&#x20;
  {% endhint %}

{% hint style="info" %}
If you set up both the Auto-tier commission and [Bonus](/motivation/bonuses) features at the same time, please note that our system does not prioritize bonuses over Auto-tier resets. If both features reset on the same day, affiliates may move to a lower program before getting their bonus.

**Tip:** To avoid this, please set different reset dates for Auto-tier and Bonus periods. This ensures affiliates can earn their bonuses without interruption.
{% endhint %}


# How to Manage Affiliates in UpPromote

How to navigate and manage affiliates in UpPromote via Affiliates tab.

The **Affiliates tab** is where you can find the list of your affiliates as well as their information. This includes the existing affiliates (who got approved to join your affiliate program) and also the newly signed up affiliates (who is waiting for your approval to join).

<figure><img src="/files/MOLyUwGTNgYK5DZ2l3WD" alt="affiliate tab overview"><figcaption><p>Affiliates tab</p></figcaption></figure>

The Customers list (from the [Customer Referral](/outreach-1/affiliate-recruitment/customer-referral) feature) is also displayed as a sub-tab on this tab.

<figure><img src="/files/8cgyaXc9V1YXblqgQ7ng" alt="2 in 1 display"><figcaption></figcaption></figure>

## Search & Filters

<figure><img src="/files/LZLl72jBCITO6oezTAS3" alt="search and filter options"><figcaption><p>Affiliate list</p></figcaption></figure>

You can use the search box to find affiliates using their email address or name. The search results will appear automatically as you type into the box.

<figure><img src="/files/RbXeTIgfHwK0UBY7Kw9J" alt=""><figcaption><p>Affiliate list's filters</p></figcaption></figure>

There are 3 filters available for the **Affiliate** **list**:

* **Date**: the time when affiliates signed up (or added manually).
* **Status**: Pending (signed up but not approved), Active (approved and activated) or Inactive (approved but deactivated).
* **Program**: the program that affiliates are in.

## Custom Columns

<figure><img src="/files/WIXaklMNFNE7IbxpQed7" alt="custom columns to see affiliates&#x27; data"><figcaption></figcaption></figure>

With **Custom columns**, you can add or remove affiliate's data columns from the table. For your convenience, <mark style="color:red;">UpPromote</mark> gives you many options to customize the Affiliate list table.

{% hint style="success" %}

* Add the column "Signup source" to see how affiliates joined your program. They could be **manually added**, signed up via a **registration form**, or signed up via our **Marketplace**.
* Add the columns "Login count" or "Last login" to check your affiliate team's activeness. These columns show the number of times and the last time affiliates logged into their [affiliate account](/guide-for-affiliate/affiliate-admin).
  {% endhint %}

## Actions

The last column in the affiliate list table is **Actions**. It contains the following buttons:

<figure><img src="/files/qz67XwON7cNNALiMTSRl" alt="approve/deny affiliate"><figcaption><p>Approve/Deny affiliate</p></figcaption></figure>

These 2 buttons only appear if the affiliate's status is Pending, which means he has signed up but has not been approved to join your program.

<figure><img src="/files/klyCBLvx2wJ6yWNrAoiE" alt="active toggle"><figcaption><p>Active toggle</p></figcaption></figure>

This toggle only appears for the approved affiliates. With this, you can activate/deactivate an affiliate. Deactivated affiliates cannot earn commissions nor access some tabs in their affiliate admin.

<figure><img src="/files/SFs3wmq40Omj39NGMZmm" alt="login as affiliate"><figcaption><p>Login as affiliate</p></figcaption></figure>

As the merchant, you can log into any of your affiliate's account and access their [affiliate admin](/guide-for-affiliate/affiliate-admin). With a single click on this button, the corresponding affiliate's admin page will open in a new browser tab.

<figure><img src="/files/YKF5vnBPcuvBq0q1yyXg" alt="delete affiliate"><figcaption><p>Delete affiliate</p></figcaption></figure>

You can use this button to remove an affiliate.

{% hint style="warning" %}
If you delete an affiliate, all related information/data (**referrals, clicks, coupons**, etc.) will be removed as well.

**Please note that the affiliate accounts can not be recovered once deleted.**
{% endhint %}

## Quick view

To quickly see some basic information about an affiliate such as Affiliate link, Affiliate coupon, payment method, etc., you can hover the cursor over the affiliate's name and then click on the Quick view button next to it.

<figure><img src="/files/1SHd7idP2t1YSeR2FV9a" alt="quick view information"><figcaption></figcaption></figure>

A popup will appear showing some information about the affiliate:

<figure><img src="/files/MXK47lbxjh7hVXHweeqt" alt="popup with affiliate information"><figcaption><p>Affiliate Quickview</p></figcaption></figure>

On the popup, you can click **More details** to access the [**Affiliate profile**](/management/affiliates/affiliate-profile) page.

<figure><img src="/files/BpJl8PkHknp81nGSnQSC" alt="more details after the popup"><figcaption><p>Affiliate Quickview</p></figcaption></figure>


# Approve/Deny/Delete an affiliate

How to approve, deny, or delete an affiliate in UpPromote. Navigate: Affiliates > Activate/Deny/Delete.

When an affiliate signs up for your affiliate program, their status by default will be inactive and need to be reviewed (approved or denied) manually unless you enable the [Auto-active affiliate](https://docs.uppromote.com/set-up/settings/auto-active-affiliate) feature. You will receive an email every time someone signs up.

1. **Approve affiliate:** To approve an affiliate to join your program, go to **Affiliates** > click the green tick button on the **Actions** column:

<figure><img src="/files/mXQt4edHs3rjaNXDKCKu" alt="approve "><figcaption></figcaption></figure>

2. **Deny affiliate:** To deny an affiliate from joining your affiliate program, go to **Affiliates** > click the red cross button on the **Actions** column:

<figure><img src="/files/I5wRwtol169VNM5GTRL5" alt="deny"><figcaption></figcaption></figure>

3. **Delete affiliate:** To delete an affiliate from your program, go to **Affiliates >** click the trash icon on the **Actions** column. Please note that **all related information** (referrals, clicks, coupons, etc.) **will be deleted and cannot be recovered**.

<figure><img src="/files/ERf9Hadaf0qQwa4RXRWJ" alt="delete"><figcaption></figcaption></figure>

{% hint style="warning" %}
If you delete an affiliate, all related information/data (**referrals, clicks, coupons**, etc.) will be removed as well.

**Please note that the affiliate accounts can not be recovered once deleted.**
{% endhint %}

4. **Deactivate affiliate:** If an affiliate is approved, you can temporarily suspend them by going to Affiliates > switch off the toggle on the **Actions** column. All sales will no longer be tracked for the affiliates. If you want to activate the affiliate again, switch on the toggle.&#x20;

<figure><img src="/files/kCuuk7afB54YT2baDZr5" alt="deactivate"><figcaption></figcaption></figure>


# Affiliate profile

What is affiliate profile page and what can you see on it in UpPromote.

**Affiliate profile** is a page that shows all information about a specific affiliate. You can access each of your affiliates' profile pages by clicking on their name on the [**Affiliate list**](/management/affiliates) table.

<figure><img src="/files/DmcswCTzUoHM0qpRW2pf" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/b5rSmWT0JMdG7btaqkWX" alt="affiliate profile page preview"><figcaption></figcaption></figure>

**Affiliate profile**

The information that the affiliate puts in the registration form while signing up will be displayed in the **General Information** section of the **Profile** page.

Besides viewing the affiliate's information, there are several things you can do on this page.

* **Login as affiliate**: click ***Login as affiliate*** to access the [affiliate's admin](/guide-for-affiliate/affiliate-admin) page.
* **Custom affiliate link**: ***Affiliate profile > Promotion method > Set custom affiliate link***.&#x20;
* **Change program**: move the affiliate from his current program to another. ***Affiliate profile > Commission structure > Program.***
* **Leave an internal note:** You can take some notes on a specific affiliate's profile by going to ***Affiliate profile > Internal note > Edit.*** The note can only be seen from your end (affiliates cannot see it).

<figure><img src="/files/eDPh0feZeEyjaUTjgvdI" alt="internal note"><figcaption></figcaption></figure>

## Commissions

On the default tab of the **Affiliate profile**, you can view the **Commission overview**, which displays the affiliate’s all-time commission stats, including **Pending**, **Approved**, and **Paid** amounts.

* By clicking on the "**View details**" button in the Commission overview section, you will access more detailed information about their earned commission.

<figure><img src="/files/vbAbN1U8uZHXHzyygLMH" alt="view detail commission"><figcaption></figcaption></figure>

<figure><img src="/files/wuGBqe2U6GF43jPtHlao" alt=""><figcaption></figcaption></figure>

* **Referral list**: This shows all referrals brought by the affiliate. Via this section, you can do some actions toward the referrals just like on the [**Referrals**](/management/referrals/referral-list-and-details) tab, including approving/denying referrals, undoing approval, viewing order details, searching, sorting and exporting the referral list.

## Network

The **Network overview** only appears if the affiliate's program has [**Multi-level marketing (MLM)**](/outreach-1/affiliate-recruitment/mlm) enabled.

<figure><img src="/files/NkR8i12PwdllAGPae7Vh" alt="view detail network"><figcaption></figcaption></figure>

<figure><img src="/files/8YJeG5EmfBCQKFo1gBh5" alt="view inside"><figcaption></figcaption></figure>

### Upline affiliate section

This is where you can assign an upline affiliate (parent affiliate) for the affiliate. Simply click **Set upline affiliate**.

<figure><img src="/files/h56E2kzrLUzRjeAzGV4m" alt="assign upline affiliate"><figcaption><p>Affiliates > Affiliate profile > Network overview > View details > Set upline affiliate</p></figcaption></figure>

{% hint style="info" %}
Each affiliate can only have 1 upline affiliate. On the other hand, there's no limit on the number of downline affiliates that an upline affiliate can have.
{% endhint %}

### Network Overview

This section shows the total network commission earned (for referrals brought by downline affiliates) and the total number of downline affiliates that this affiliate has.

<figure><img src="/files/NC2EWWD8DsPFYVXJP63J" alt="network overview"><figcaption><p>Affiliates > Affiliate profile > Network overview > View details</p></figcaption></figure>

### Downline performance

For example, you're on affiliate A's profile page. This section shows some total stats of downline affiliates that A has in each level, with level 1 being the affiliates invited directly by A, level 2 being the affiliates invited by level-1 affiliates, and so on.

<figure><img src="/files/sqRJCBWi9G9Kcve1QVDU" alt="downline performance"><figcaption><p>Affiliates > Affiliate profile > Network overview > View details > Downline performance</p></figcaption></figure>


# Import/Export affiliates

How to import and export affiliates at ease in UpPromote. Navigation: Affiliates > Add affiliate/Export affiliates

## Manually add a single affiliate

To add a single affiliate to your list, go to **Affiliates** > **Add affiliate**

<figure><img src="/files/2kOwGHtZunBYzwRsP6Gu" alt="add affiliate"><figcaption></figcaption></figure>

You can select the program in which that new affiliate will be added, then enter the **First name**, **Last name**, and **Email** for the affiliate.&#x20;

<figure><img src="/files/ckPMsyEw4I0RnXHgNNss" alt="fill in information"><figcaption></figcaption></figure>

You will need to set up a temporary **Password** for the affiliates, and they can change that after they have logged in. You can choose from these two options: **Auto-generated password** (our system would automatically generate **random** passwords for the imported affiliates) or **Set default password** (you will choose a **temporary** password for them).

If you enable **Send notification email to affiliates**, the **Password** will be sent along with other information in the **Added Affiliates** email. You can review and edit the notification [email template](/outreach-1/affiliate-communication/email) by going to **Outreach >  Emails > Manage Emails > Added affiliates.**

<figure><img src="/files/B0Tnjo7fvw1ERfXS8iZ9" alt="enable email notification"><figcaption></figcaption></figure>

## Import affiliate list

If you've already had an affiliate list or wish to move from another affiliate system to <mark style="color:red;">UpPromote</mark>, you can upload an affiliate list. Simply go to **Affiliates** > **Add affiliate** **>** **Import affiliates.**

<figure><img src="/files/3yU1VhvaIWpszcraGG3a" alt="import affiliate list"><figcaption></figcaption></figure>

Upload a CSV file or an Excel file with these **required fields**:  **first\_name**, **last\_name,** and **email** with the exact format of the sample CSV. Each upload has a **limit of 200** affiliates. The **daily limit** for affiliate imports is 300 affiliates.&#x20;

## Export Affiliates

If you want to export the whole affiliate list with all their information as a file, click **Export affiliate.**

<figure><img src="/files/lOCBY1J4NertVK4DoLPY" alt="export affiliate"><figcaption></figcaption></figure>

You can choose to export all affiliates at once or only the currently filtered affiliates.

<figure><img src="/files/G8wNCwMHQwy8lSZYl6FP" alt="export options"><figcaption><p>Affiliates > Export affiliates</p></figcaption></figure>

After you select an export option and click **Export**, a CSV file will be downloaded to your device. The file contains a list of affiliates and their information.


# Connect Customers

How to connect customer to affiliate in UpPromote. Available from Professional plan.

This feature helps you connect a customer to an affiliate so that **all future orders** made by the **connected customer** will result in a **commission** for the affiliate, **regardless** of the use of any affiliate link/coupon.

To connect a customer to an affiliate, go to **Affiliates** > **Connect customers**.  Next, you can choose to search for an existing customer or add a new customer.

<figure><img src="/files/uQr3Qls3NlRqtpKmxdlE" alt="connect customer button"><figcaption></figcaption></figure>

<figure><img src="/files/kEwx13bfkSggXMUFVgYj" alt="connect customer to affiliate"><figcaption><p><strong>Affiliates</strong> > <strong>Connect customers</strong> </p></figcaption></figure>

Once connected, it will show the connection between the customer and the affiliate with the "Connect source" below:

<figure><img src="/files/fdBXliCnIKUbfwzhozmn" alt="preview after"><figcaption></figcaption></figure>

An affiliate can be connected to **multiple customers**, but **each customer** can be assigned to only **one** affiliate.


# Connect Products

How to connect product or collection to an affiliate in UpPromote. Available from the Professional plan

This feature helps you connect a **product/collection** to an **affiliate** so that all future **orders** made by the **connected** product/collection will result in a **commission** for the **affiliate**.

To connect a product/collection to an affiliate, go to **Affiliates** > **Connect products >** Select a product or a collection and an affiliate > **Connect**.

<figure><img src="/files/0KkpqG1TYJnP0WDQ6dAp" alt="connect product option"><figcaption></figcaption></figure>

<figure><img src="/files/a7Efi5sLqbkvFfG4Jftf" alt="connect product information"><figcaption></figcaption></figure>

Once connected, it will show as below:

<figure><img src="/files/TWffCVDIzMxlq9TGY2TD" alt="preview after"><figcaption></figcaption></figure>

An affiliate can be connected to **multiple** products/collections, but **each** product/collection can be assigned to only **one** affiliate.


# How to Manage Referral Orders in UpPromote

The directory for managing referral order in UpPromote. Find the action you need and get the detail instruction at ease.

A referral order is a sale made through an affiliate's link, cookie, or coupon code. When that order is marked as paid in your Shopify store, UpPromote records it as a referral and emails you.

Each new referral shows up in your Referrals tab for you to review. You then approve or deny it. Only approved orders count toward an affiliate's commission, so this step keeps your numbers accurate.

{% hint style="info" %}
**Good to know:** A sale only becomes a referral order when it can be tracked to an affiliate. If you want, you can[ auto-approve referral orders](/settings/general-settings/auto-approve-order) so you don't have to review each one by hand.
{% endhint %}

<figure><img src="/files/4OJ1zLfTDaiDxjynADkM" alt=""><figcaption></figcaption></figure>

The pages below explain how tracking works, how to review orders, and how to handle returns.

### Understand how tracking works

Start here to see how UpPromote decides which affiliate gets credit for a sale.

* [How affiliate tracking works](/management/referrals/tracking-types-priority): learn the three tracking methods (link, coupon, and email) and which one wins when more than one applies.
* [Customer journey](/management/referrals/customer-journey): follow the path a customer takes from clicking an affiliate link to placing an order.

***

### Review and manage referral orders

* [Referral list and details](/management/referrals/referral-list-and-details): see all your referral orders and open one to view its details.
* [Approve or deny a referral order](/management/referrals/approve-deny-a-referral-order): confirm valid orders, and reject the ones that don't qualify.
* [Manually add a referral](/management/referrals/manually-add-referral): credit an affiliate for a sale that wasn't tracked automatically.
* [Get the order ID](/management/referrals/get-order-id): find the Shopify order ID when you need it.

***

### Handle returns

* [Returns and refunds](/management/referrals/return): see what happens to a referral order, and its commission, when a customer returns an item.

***

### Frequently asked questions

#### When does a sale become a referral order?

When two things are true: the sale is tracked to an affiliate, and the order is marked as paid in Shopify. You can also choose to[ record pending orders as referrals](/settings/general-settings/record-pending-orders-as-referrals) if you want to track them earlier.

#### Do I have to approve every referral order?

No. You can review each one yourself, or turn on[ auto-approval](/settings/general-settings/auto-approve-order) so orders are approved for you. Only approved orders count toward commission.

#### What if two affiliates could get credit for the same sale?

UpPromote follows a set tracking priority to decide which affiliate gets credit. See[ How affiliate tracking works](/management/referrals/tracking-types-priority).

#### What happens if a customer returns their order?

You can deny the referral so it no longer counts toward commission. See[ Returns and refunds](/management/referrals/return).

***

### Related articles

* [How Affiliate Tracking Works in UpPromote](/management/referrals/tracking-types-priority)
* [Set Up Your Commission Structure](/management/programs/program-settings/commission-structure)
* [Set Up Payment Methods](/management/payments)
* [Glossary: Key Terms in UpPromote](/basic-knowledge/basic-terms)

***

*Last updated: June 2026*

<br>


# Tracking types/Commission calculation rules and priority

Understand which affiliate gets the commission when a link and coupon are used together, plus UpPromote's full tracking and commission priority order.

Affiliate links and affiliate coupons are the two basic tracking tools in UpPromote. A referral order can be tracked, whether it is made via the affiliate link or made with coupons. However, there is some further information that you need to know.&#x20;

## **Basic information:**

If the customer visits the merchant's shop via the affiliate link and uses a coupon code from the **same affiliate**, that affiliate will not get a double commission. Instead, they will only get one commission, which is calculated based on the order value.

If the affiliate link and the coupon come **from 2 different affiliates** (the customer uses the affiliate link from affiliate A and uses a coupon from affiliate B), the affiliate with the **coupon** (affiliate B) will get a commission.

To sum up, both affiliate links and coupons can be used to track referral orders, but if both are used, **coupons will be prioritized**.

## **The tracking types from the highest priority to the lowest.**

<table><thead><tr><th width="190">Tracking Type</th><th width="333">Detail</th><th>Special Cases</th></tr></thead><tbody><tr><td><a href="/pages/-Lu0tBsU2wJwg0W5A13S">Connect Customers</a></td><td>A customer can be connected to an affiliate for a lifetime commission. Once the connected customer purchases an item on your website, the commission will always be given to the connected affiliates, regardless of any methods used. <br><strong>Note:</strong> This tracking type will overwrite other types (coupons, connect product, affiliate link).</td><td></td></tr><tr><td><a href="/pages/-Lnv7Ol0F6QoMouzfPqh">Coupons</a></td><td>Coupons can be assigned to affiliates so they can give to their customers. If the assigned coupon is used, the affiliate who owns the coupon will receive the commission.<br><strong>Note:</strong> This tracking type will overwrite other types (connect product, affiliate link).</td><td></td></tr><tr><td><a href="/pages/-Lu0uHDpmvmFxXLjYNh_">Connect Products</a></td><td>A product can be connected to an affiliate. After that, once the product is bought, regardless of the link or coupon used, the affiliate who gets connected to the product will always receive the commission.</td><td></td></tr><tr><td>Affiliate link</td><td>The affiliate link will be provided for each affiliate once they get approved to join the program. They can promote the link to earn a commission.</td><td>If the customer uses the affiliate link of affiliate A to buy a product connected to affiliate B, A will get commission for the whole order, and B will get commission for the product that is connected to him.<br><strong>Note:</strong> This is the only case that an order is attributed to 2 affiliates. Other cases won't.</td></tr></tbody></table>

## **The commission calculation rule from the highest priority to the lowest.**

<table><thead><tr><th width="190">Commission rule</th><th width="333">Detail</th><th>Special Cases</th></tr></thead><tbody><tr><td><a href="/pages/-Lnv55lr7iHR02Ekwnel">Special product commission</a></td><td>This feature allows merchants to set a special commission rule for each specific product or for all items in a collection. </td><td>When an affiliate refers someone to purchase a product with a <strong>special commission rate</strong>, he/she would get the commission based on the <strong>special rate</strong> instead of the regular program's commission rate.</td></tr><tr><td>First Commission</td><td>This feature is a part of the<a href="/pages/-M-mPVNKpYnVT4A2YeNQ"> Lifetime Commission</a> feature and will give a different commission rate for the first time the customers purchase via the affiliate link or coupon.</td><td>Cannot be used if the New Customer Commission is turned on.</td></tr><tr><td><a href="/pages/YLmzAClLL0Kcr0Ak66pJ">New Customer Commission</a></td><td>This feature helps you set up a different commission rate for affiliates when they refer a new customer who does not exist on your Shopify customer list. </td><td></td></tr><tr><td>Subscription <br>first order</td><td>The first order subscription commission will be given for new subscriptions. You will need to <a href="/pages/-MiQG__hfi238L8iiEm7">integrate one of the 7 apps</a> as well.</td><td></td></tr><tr><td>Subscription recurring orders</td><td>The recurring commission will be given for subscription packages. You will need to <a href="/pages/-MiQG__hfi238L8iiEm7">integrate one of the 7 apps</a> as well.</td><td>The recurring commission will be the same rate as per your program settings or <a href="/pages/-MiQG__hfi238L8iiEm7#recurring-commission-setup">use a different rate</a>.</td></tr><tr><td><a href="/pages/-MdpmS84kT3JwHorwk1M">Advanced commission structure</a></td><td>This feature helps you set different commission rates/amounts based on different levels of order value.</td><td></td></tr><tr><td><a href="/pages/Ff3MyTAAnktVGH95MrQ5">Special coupon commission</a></td><td>This feature will give a different commission rate for orders that use a coupon code.</td><td>This feature will override the First Commission via coupon and other related coupon methods. Once a coupon is used, the affiliates will receive a different commission rate. </td></tr><tr><td><a href="/pages/vaUEKMzWUYJKAGIJwOHk">Simple commission structure</a></td><td>This feature helps you set a single/base commission rate for orders.</td><td></td></tr></tbody></table>


# Referral list & details

See how to track referral statuses, review commission details, and check order timelines synced from Shopify in your UpPromote referral list.

## **Referral Status:**

There are 4 different statuses for referrals. Upon your decision and action, the status will be shown accordingly.

<figure><img src="/files/3deVz2CVuJ5bV7unhwU2" alt="referral status overview"><figcaption></figcaption></figure>

1. **Pending:** This is the default status when the referral is recorded. In this stage, you can choose to approve or deny the order upon review.
2. **Approved:** Once you click approve, the referral will change to an Approved status. In this way, this referral will be included in the payment on the Payouts tab so you can process the payment later.
3. **Deny:** Once you click deny, the referral will change to the Denied status. In this way, the referral will be denied, and you will not need to pay for it.&#x20;
4. **Paid:** Once the referral is successfully marked as paid, it will automatically change to paid status.

For the first 2 statuses (Approved and Denied), you can undo (in case you change your mind) in this tab.

## Referral Commission Overview:

You can also view the referral commission breakdown in the referral list. Hover into the commission value to see overview:

<figure><img src="/files/AjiDkrNrXQvtGEYzb85p" alt="referral commission overview"><figcaption></figcaption></figure>

## **Referral Details:**

To review the order and check the needed information, you can always have a look at the order details. The information will be synced directly from your Shopify admin and the commission will be calculated and shown to you as well.

If you want to check any order deeply, you can click on the referral ID, and it will redirect you to the referral details page.

<figure><img src="/files/Cj7Sr829tSMYPwhbUFeH" alt="check referral id"><figcaption></figcaption></figure>

<figure><img src="/files/n3MbKxT9s2fvtTnYTwEF" alt="referral order full detail"><figcaption></figcaption></figure>

Each referral has **Order timeline.** You can view order events (refunded, cancelled) that are attached to the referral IDs.

You can also navigate to other referrals by clicking on the referral ID of the event.

<figure><img src="/files/Zpjt8R48gqqZwa2PQX9q" alt="view order timeline"><figcaption></figcaption></figure>

If tracking type is Coupon, you can know the applied affiliate coupon on that order.&#x20;

<figure><img src="/files/EcuBTDmke3tW3OzFWZwW" alt="view applied affiliate coupon"><figcaption></figcaption></figure>

You can click on **View details** on **Conversion**, you will see the [customer journey](https://docs.uppromote.com/management/referrals/customer-journey) of the order.&#x20;

<figure><img src="/files/82lE5J2gszurwLl114zR" alt="view conversion"><figcaption></figcaption></figure>

<figure><img src="/files/kKkV336UBtO554G34QKC" alt="view customer journey"><figcaption></figcaption></figure>

## **Tracking Types:**

Once a referral is recorded within our app, it will come along with its tracking type (method). If you want to check and see how the order is tracked, you can hover over this icon.&#x20;

<figure><img src="/files/OFmwwZoB3R8rDjkOMZnp" alt="hover to see tracking type"><figcaption></figcaption></figure>

If you want to check the data for your analytic purposes, you can click on the Tracking Type filter.

<figure><img src="/files/uzJfswYETgRxrbPiI86T" alt="filter to see tracking type"><figcaption></figcaption></figure>


# Approve/deny a referral order

Learn how to approve or deny a pending referral order in UpPromote to validate or reject affiliate commissions, plus how to enable auto-approve.

After being recorded, the status of the referral order will be set as **Pending,** merchant will then decide to whether approve or deny it.&#x20;

<figure><img src="/files/vUlwmtdVcecL0V6Crah7" alt="action preview"><figcaption></figcaption></figure>

Here, there are two options for the merchant to choose from, based on the real situation of the order:

* **Denied** (red cross): the commission will be **rejected** and not be sent.
* **Approved** (green check mark):  the commission for the order is validated for the affiliate, and ready to be sent (process payment).

**NOTE:** In case you want the orders to be **automatically approved** without being reviewed, you can enable **Auto-approve orders** feature by going to **Settings** > **General** > **Referal review** > Switch on **Auto approve orders**.

<figure><img src="/files/vmabXX2QJwDFFvUBmQM5" alt="turn on auto approve orders"><figcaption></figcaption></figure>


# Manually add referral

Learn how to manually add affiliate commissions in UpPromote using an Order ID or a fixed amount, and bulk import past referrals from Excel or CSV.

In order to add commissions manually, go to **Referrals** > **Add referrals.**

<figure><img src="/files/XRjDvHssRgLvnmKRfmhh" alt="how to add referral manually"><figcaption></figcaption></figure>

You can choose to add a referral using the **Order ID** or **A fixed amount**.

### Use Order ID

If you choose to add a referral using the **order ID,** you need to enter the **order ID** as well as the **affiliate's name/email.** Our system will automatically calculate the commission based on the order value and the affiliate program's commission rate. You can read more about how to get Order ID [here](/management/referrals/get-order-id).

<figure><img src="/files/6lfHeai8p7XuOhdebDhC" alt="fill in order detail"><figcaption></figcaption></figure>

### Fixed amount

There are some cases when you need to add a fixed commission amount to an affiliate:

**1. Give out a bonus for an affiliate:** If an affiliate did an outstanding job and you want to incentivize them with a bonus, you can manually add a commission amount. You can also leave a comment to clarify the bonus rule.

<figure><img src="/files/ikGSgMbPLGCeRZb9XlEK" alt="give fixed commission"><figcaption></figcaption></figure>

**2. Sell in person**

If the order ID doesn't exist in your shop because your representatives sell items to customers in person, you can still add a referral commission to an affiliate easily.

**3. Special cases**

When your business rules do not match the app commission rule, you can still flexibly add a commission to an affiliate and leave a comment to explain.

Especially, in the case of **refunded referrals**, you can add a **negative number** to balance the previous commission amount.

<figure><img src="/files/tAirsRSZ8zR1sCrnCue4" alt="add negative number for refund order"><figcaption></figcaption></figure>

### Bulk Import Referrals

In case you move to UpPromote from another affiliate platform and want to import old referrals for your current affiliates to the app or wish to add multiple commissions for some affiliates at the same time, you can easily handle that using the **Import Referrals** function.

Go to **Referrals** > **Add referral** > **Import Referrals**.&#x20;

<figure><img src="/files/d1OSKvfbY3Y2MV5PQyAk" alt="import referrals at ease"><figcaption></figcaption></figure>

Upload an Excel or CSV file containing the following three required fields: **email**, **total\_sales**, and **commission\_amount**. Each file can have a maximum of 200 referrals.

Also, keep in mind that you can only bulk-import referrals with fixed commission amounts.


# How to get Order ID

Find a Shopify Order ID in just a few clicks: open your Shopify admin, go to Orders, select an order, and copy the number at the end of the URL.

In order to get the order ID of an order in your Shopify store, go to your **Shopify admin** page > **Orders** > click the **order** you want to get its order ID.

<figure><img src="/files/Y0tjxSM2l9hc16dXbyL2" alt="how to get order id in order list"><figcaption></figcaption></figure>

In the order URL, the order ID is the number string at the end of the URL.

<figure><img src="/files/Ee4WDlWZhuV9YPFWjmjQ" alt="how to get order id from url"><figcaption></figcaption></figure>


# Refunded/Cancelled Orders

A refunded referral order in UpPromote gets a matching negative record to cancel out the commission. Approve it to set the total commission to $0.

If a referral order is refunded/cancelled (marked as refunded in your Shopify admin), UpPromote's system will create another referral record with a negative amount to balance out the refunded one.

<figure><img src="/files/k0IkXHQFdk6XFSmi3Nzi" alt="how it work in UpPromote"><figcaption></figcaption></figure>

You can then approve the additional record to make the **total commission** of the refunded referral $0.

**Note:**

* The Order ID of the refunded referral will be the same as your original one.
* If you cancel the order without a refund (refund payments later), our system will not record the referral.
* If you refund items or other objects that are excluded from the affiliate program, our system will not count the negative amount in the refund referral.


# Customer journey

See how the Customer journey timeline shows up to 4 affiliate link clicks per referral, helping you track affiliate performance and optimize campaigns.

### Conversion&#x20;

On the Referral details page, you'll notice a **Conversion** section that shows basic information like the Shopify Order ID, Conversion date, and Tracking type.&#x20;

A **View details** button will appear in the Conversion section for referrals tracked by:

* **Affiliate link**
* **Coupon**
* **Connected product**
* **Connected customer**

<figure><img src="/files/8IIfVUfXRlIZ8haODAFS" alt="conversion section"><figcaption></figcaption></figure>

When you click the **View details** button, a **Customer journey** pop-up window will appear. This pop-up provides a timeline of the customer’s journey, with detailed information about about how they found and navigated to your store before converting.

### Customer journey popup

The information displayed in the Customer journey popup depends on how the customer reached your store.

**If the customer clicked an affiliate link** at any point before converting, the popup shows a **click-by-click** timeline with details available up to 4 affiliate link clicks (the first two and the last two). Each click includes:

* **Landing page:** The URL the customer landed on when they clicked the affiliate link.
* **Referring page:** The page the customer came from before clicking.
* **Source:** The traffic source (e.g., Facebook, Google, Direct).
* **Affiliate:** The affiliate who referred the customer.
* **UTM parameters:** UTM tracking values, if any.
* **ClickID:** A unique ID for that click event.

<figure><img src="/files/Ak3nMaR8Z4gbFnxdJZAw" alt="customer journey popup"><figcaption></figcaption></figure>

**If the customer converted through a Coupon, Connected product, or Connected customer without clicking an affiliate link**, the popup shows a **session-by-session** timeline sourced from Shopify's traffic data, with details available up to 4 sessions (the first two and the last two). Each session includes:

* **Landing page:** The URL the customer first visited in that session.
* **Referring page:** The page they came from.
* **Source:** The traffic source provided by Shopify (e.g., Google, Facebook). Displays **Direct** if no source is detected.
* **UTM parameters:** UTM tracking values, if any.

<figure><img src="/files/Q6H3eB870HqQS1Tpcnxl" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The Customer journey shows details for up to 4 sessions and the conversion.
{% endhint %}

#### When traffic source data is unavailable

In some cases, the **View details** button may appear but be grayed out (disabled):

* **"Traffic source not available":** Shopify does not have traffic data for this order. This can happen for orders placed in person (POS), draft orders, or when the customer's browser blocked tracking. No action is needed.
* **"Traffic source temporarily not available":** An error occurred while retrieving traffic data. Our team has been notified and is investigating. The button will update automatically once the issue is resolved.

**Notes:**

* If the referral has only one session or click before checkout, the system will display that as the **Last session** or **Last click**, followed by the **Conversion** details.
* The **Conversion** section within the pop-up contains the final details about the order, including the order ID, tracking type, and traffic source at the moment of purchase.
* **End journey:** The journey ends when the customer successfully checks out. If a customer accesses a new affiliate link after checkout, a new journey begins.

### **How to use the feature effectively**

* **Monitor affiliate performance:** Track which affiliates are driving conversions, whether through direct link clicks or indirect touchpoints like coupons and connected products.
* **Analyze the customer journey:** Trace a customer's full path to conversion — from their first visit to the final purchase — to understand which sources and channels are most effective.
* **Compare click vs. session data:** For referrals where a customer used a coupon or connected product, session-level data from Shopify gives you visibility into their traffic source even without a direct affiliate link click.
* **Optimize affiliate marketing:** Use the detailed journey data to fine-tune your affiliate marketing strategies and identify your highest-performing channels.


# How to Pay Your Affiliates in UpPromote

A simple guide to paying affiliates in UpPromote. Choose in-app payouts (PayPal, Wise, store credit) or manual payouts, or automate payments on a schedule.

UpPromote gives you two ways to pay affiliates: **in-app payouts** that you send inside UpPromote, and **manual payouts** that you make outside the app.&#x20;

With either type, UpPromote collects each affiliate's payment details, calculates the commission, and marks payments as paid, so your records stay tidy.

{% hint style="info" %}
**Good to know:** You can pay by PayPal with either type. In-app payouts send the payment for you. Manual payouts let you pay from outside UpPromote using almost any method.&#x20;
{% endhint %}

The pages below walk you through setup, each payout method, and invoices and tax.

***

### Set up and collect details

Start here so you're ready to pay.

* [Set up payment methods](/management/payments/set-up-payment-methods): choose how you'll pay affiliates in each program.
* [When an affiliate's payment details are missing](/management/payments/affiliates-payment-details-not-specified): see what to do if an affiliate hasn't added their details yet.
* [Affiliate payment requests](/management/payments/affiliate-request-payment): let affiliates ask for a payout when they're ready.

{% hint style="info" %}
PayPal payments can be done with either **manual payouts** or **in-app payouts**.
{% endhint %}

***

### Pay inside UpPromote (in-app payouts)

In-app payouts let you pay affiliates without leaving UpPromote. You can pay by PayPal, Wise bank transfer, or store credit, and you can schedule some payouts to run on their own.

* [In-app payments overview](/management/payments/in-app-payments): see how in-app payouts work.
* [PayPal integration](/management/payments/in-app-payments/paypal-integration): connect your PayPal account.
* [PayPal payout](/management/payments/in-app-payments/paypal-payout): pay affiliates by PayPal from inside UpPromote.
* [Schedule PayPal auto-payout](/management/payments/in-app-payments/schedule-paypal-auto-payout): pay affiliates automatically on a schedule (Professional plan and above).
* [Wise bank transfer integration](/management/payments/in-app-payments/wise-bank-transfer-integration): connect Wise to pay by bank transfer.
* [Wise payouts](/management/payments/in-app-payments/wise-payouts): pay affiliates through Wise.
* [Store credit](/management/payments/in-app-payments/store-credit): reward affiliates with store credit they can spend with you.
* [How store credit works](/management/payments/in-app-payments/store-credits-process): follow the store credit process step by step.
* [Schedule store credit auto-payout](/management/payments/in-app-payments/schedule-store-credit-auto-payout): send store credit automatically on a schedule (Professional plan and above).

***

### Pay outside UpPromote (manual payouts)

* [Manual payouts](/management/payments/manual-payouts): pay affiliates with any method you like, such as PayPal, Venmo, Cash App, or bank transfer, then mark the payment as paid in UpPromote.

***

### Invoices and tax

* [Export an invoice](/management/payments/export-invoice): download an invoice for your payouts.
* [EU-format invoice](/management/payments/export-invoice/eu-format-invoice): export an invoice that follows the EU format.
* [Tax on paid commissions](/management/payments/tax-on-paid-commissions): handle tax on the commissions you pay.

***

### Frequently asked questions

#### Which payment method should I use?

It depends on how hands-on you want to be. In-app payouts (PayPal, Wise, or store credit) save time and can run on a schedule. Manual payouts give you full control and work with almost any method.

#### Can I pay affiliates automatically?

Yes. You can schedule auto-payouts with PayPal or store credit. PayPal auto-payout is available on the Professional plan and above.

#### Does UpPromote take a fee from the payout?

No. UpPromote doesn't take a cut of the payout itself. Paid plans do charge a performance fee on referral sales, which is separate from how you pay affiliates. See [Pricing Plans](/pricing-plans/pricing-details).

#### What if an affiliate hasn't added their payment details?

You can still calculate their commission, but you'll need their details to pay them. See When an affiliate's payment details are missing.

***

### Related articles

* [Set Up Payment Methods](/management/payments/set-up-payment-methods)
* [Set Up Your Commission Structure](/management/programs/program-settings/commission-structure)
* [How to Manage Referral Orders](/management/referrals)
* [UpPromote Pricing Plans](/pricing-plans/pricing-details)

***

*Last updated: June 2026*


# Set up payment methods

UpPromote offers two payment types: in-app payouts or manual methods. Learn to set them up per program.

{% hint style="info" %}
With <mark style="color:red;">UpPromote</mark>, you can choose 2 payment types: **in-app payments** or **manual payments** you make outside of the app. With any payment type, <mark style="color:red;">UpPromote</mark> will help you collect affiliates' payment information, calculate the commission amount, and mark payments as paid for easier management.

* Regarding in-app payouts, you can choose [Wise bank transfer integration](/management/payments/in-app-payments/wise-bank-transfer-integration), [PayPal integration](https://docs.uppromote.com/management/payments/in-app-payment/paypal-integration) or [Store Credit](https://docs.uppromote.com/management/payments/in-app-payment/store-credit) to pay your affiliates. Currently, you can also schedule auto-payment with [PayPal](/management/payments/in-app-payments/schedule-paypal-auto-payout) or [Store credit](/management/payments/in-app-payments/schedule-store-credit-auto-payout).&#x20;
* Regarding payouts outside of the app, you can choose from Venmo, Bank transfer, Credit, etc., and process the payments manually from outside of <mark style="color:red;">UpPromote</mark>.
  {% endhint %}

## Choose your available payment methods

With any payment type, you will need to select your available payment methods. The chosen options will be displayed on your affiliates' accounts. The affiliates can only choose **ONE** payment method from the available methods that you selected.

You can select it by going to Settings > Payment.

{% hint style="warning" %}
Note: If an affiliate hasn't specified a payment method, you can't click **Process Payment** to pay them.
{% endhint %}

<figure><img src="/files/oAhiiygyvWD6URCNGLQp" alt="setting payment method"><figcaption></figcaption></figure>

## Set up the payment method(s) for each program

By default, all payment methods will be applied to all programs, but in case you want to select specific methods for a specific program, this is an option for you.

For each method, click the **Configuration** button (the gear icon):

<figure><img src="/files/5uctP2H0v1MH6cuPxTt1" alt="set payment methods for each program"><figcaption></figcaption></figure>

Then you can select the program(s) that you want that payment method to be applied for:

<figure><img src="/files/ROVgrkkdQmdjKpBSI3nB" alt="choose the applied program"><figcaption></figcaption></figure>

Remember to click **Save** to save all your changes.

{% hint style="warning" %}
**Note**: In case your available payment method is not on the list, select the **Other** option in the **Payment settings,** and fill out the **Method name** and **Description** for that method.&#x20;

Currently, you can only select  1 "Other" payment method.
{% endhint %}

<figure><img src="/files/KKtvVE8aj5IMYK866nQQ" alt="create other payment option"><figcaption></figcaption></figure>


# Affiliate's payment details not specified

If an affiliate hasn't set up payment details in UpPromote, you can't process their payout. Learn how to send a reminder and resolve the issue.

In case an affiliate has not selected any payment method (via his [affiliate admin](/guide-for-affiliate/affiliate-admin)), the affiliate's payment details will be considered not specified.

You can't **Mark as paid/Process payment** if the **Affiliate's payment details are not specified.**

In such cases, the system shows a message **No payment method** with a warning icon:

<figure><img src="/files/awRy6dlMDp9AkP9UlY5B" alt="No payment method with warning icon"><figcaption><p>Payouts tab</p></figcaption></figure>

You need to contact your affiliate to fill in their payment details in their affiliate accounts. That can be done from within the app by clicking on the **Reminder** button in the **Payments** tab:

<figure><img src="/files/uIGfwW0TtnlujxYxmE54" alt="remind affiliate to update payment details"><figcaption><p>Payouts tab</p></figcaption></figure>

If you want to edit the "payment reminder" email template, go to **Outreach** > **Emails** > **Manage emails** >  **Payments** > **Payment info reminder** > **Edit it**.&#x20;

<figure><img src="/files/YEyn5LASHRVyQqqIzqYO" alt="edit the payment reminder email template"><figcaption></figcaption></figure>


# Export invoice

Learn how to turn on Export invoice in UpPromote and download single or bulk PDF invoices for paid affiliate referrals from the Payments tab.

With the **Export invoice** feature, both you and your affiliate will be able to download invoices for the paid referrals.

To activate this feature, go to **Settings** > **Payments** > **Invoice** and turn on **Export invoice**.

<figure><img src="/files/1phoKb1kz4l54YHSe2BZ" alt=""><figcaption></figcaption></figure>

Once Export invoice is on, you can choose one of three invoice types:

* **Default invoice** — the standard format.
* [**EU invoice**](/management/payments/export-invoice/eu-format-invoice) — adds VAT number, Country, and Address for both you and your affiliates.
* [**Germany invoice**](/management/payments/export-invoice/germany-format-invoice) — a Gutschrift format that follows German VAT law ([§14 UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html)). It adds your legal identity, your affiliate's tax number, and the required legal notes automatically.

Pick the type that matches where your business is registered.

<figure><img src="/files/4iG7Jor6sXuKpfuP6j92" alt=""><figcaption></figcaption></figure>

After marking a referral as paid, you can download the invoice by going to the **Payments** tab > **Paid referrals** > Locate that referral and click **Download invoice.**

<figure><img src="/files/Znn77Wyr09LGqmejcdlJ" alt="download invoice button"><figcaption></figcaption></figure>

It will then direct you to the preview page so you can save it as a PDF or print it.&#x20;

<figure><img src="/files/IWhZN62FMd9HG35dvOwn" alt="preview invoice before downloading"><figcaption></figcaption></figure>

Or, you can select **multiple payouts** and **export invoices in bulk**. Please **select multiple payouts** > **Export invoices** to open popup > Click **Export invoices** > Open your email and click **Export file**

<figure><img src="/files/D3fcUeX5TW8lK0zNKe5j" alt="download multiple invoices"><figcaption></figcaption></figure>

<figure><img src="/files/mG43dMIisHfUCU36Z32U" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6efCVaj0TpvkMkiQis7O" alt=""><figcaption></figcaption></figure>

**Note:**&#x20;

* If you export invoices in bulk, you will receive a .zip file that contains lists of PDF invoices.
* The .zip download link will expire in 48 hours, please ensure you download it before then.&#x20;
* The invoice file will contain the following information: ***Invoice ID**, **Payment method**, **Payment information**, **Payment amount**, **Affiliate name**,* and ***Referral details.***&#x20;
* **Germany invoice** includes additional fields required by §14 UStG.

Also, your affiliates can view their referral details and export invoices with the same information via the **Payment** tab in their affiliate account > **Detail** (the magnifier icon) > click **Download Invoice.**

<figure><img src="/files/8XygUssE7C1PG5GNKNqo" alt="download invoice as affiliate"><figcaption></figcaption></figure>


# EU format invoice

UpPromote's EU invoice format adds VAT number, Country, and Address for both merchant and affiliate. Enable it in Settings and set the required fields.

For the EU market, we provide a specific invoice format that includes Country, Address, and VAT number for both you and affiliates.

To get the EU invoice, go to **Settings** > **Payment > Invoice >** Turn on the **Export invoice** and select the **EU invoice** option.

<figure><img src="/files/PY2RqEXRWT6wsPk19KaI" alt="export invoice in EU format"><figcaption></figcaption></figure>

The invoice format will look like this:

<figure><img src="/files/93DADPYfPY6nHy4mmemi" alt="invoice EU format preview"><figcaption></figcaption></figure>

There are a few notes you should pay attention to:

1. To display your information on the invoice such as Company, Address, Country, and VAT number, go to Profile settings and fill them out.
2. To display affiliates' similar info, add the fields of Address, Country, and VAT number as required on the [**Affiliate registration form**](https://docs.uppromote.com/management/affiliate-registration-form)**.**

<figure><img src="/files/TgL3mZOeyh1eVbt2Ej6h" alt="customize and display affiliate information"><figcaption></figcaption></figure>

To make a field required, click **Edit** next to the field and check the **Required** box.

<figure><img src="/files/U07HZmOL2TiuK1bgoMlF" alt="mark the field as required"><figcaption></figcaption></figure>

If affiliates don't have such information on their profile, the information will be shown as blank on the invoice.

For affiliates who haven't added the information while signing up, you can send them emails to ask for an update, or you can log in as an affiliate and edit the information for them.


# Germany format invoice

UpPromote's Germany invoice format (Gutschrift) follows German VAT law (§14 UStG). It adds the legal identity of both you and your affiliate, plus the required legal notes.

For the German market, we provide a specific invoice format called a **Gutschrift** — a self-billing invoice you issue on behalf of your affiliate, following German VAT law ([§14 UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html)). It includes the legal identity and tax number of both you and your affiliate, a VAT line, and the required legal note.

To get the Germany invoice, go to **Settings** > **Payment > Invoice >** Turn on the **Export invoice** and select the **Germany invoice** option.

<figure><img src="/files/5VXaIohPG5ZK3sz98BiH" alt=""><figcaption></figcaption></figure>

The invoice format will look like this:

<div data-with-frame="true"><figure><img src="/files/xV2ivCgOthDzjWKXivbk" alt=""><figcaption></figcaption></figure></div>

There are a few notes you should pay attention to:

1. To display your information on the invoice, fill out the **Rechtliche Identität / Legal identity** section in **Settings** > **Payment** > **Invoice**. Company name, Address, and Tax number (Steuernummer) are required. VAT ID (Umsatzsteuer-IdNr.) is optional, but you'll need it for affiliates in other EU countries — Reverse Charge invoices ([§14a UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html)) require the VAT ID of both sides.

<figure><img src="/files/l8f8vo7mYxgn9Y7uFMcZ" alt=""><figcaption></figcaption></figure>

2. Choose who pays the tax. Germany invoices always include a VAT line, so the "None" option isn't available. Select either **Merchant (you) pays** (tax is added on top of the commission) or **Affiliates pay** (tax is already included in the commission).

<figure><img src="/files/KQxw2vSQMBZnHHndOCDS" alt=""><figcaption></figcaption></figure>

3. Ask your affiliates to complete their tax details in their affiliate account, under Settings > **Payment & tax**:
   * **Tax rate** — 0% if they're a Kleinunternehmer ([§19 UStG](https://www.gesetze-im-internet.de/ustg_1980/__19.html)), or 19% if they're VAT-registered.
   * **Steuernummer** or **VAT ID** — German tax law requires at least one of these on the invoice.
   * **Country** — found in their Profile. This tells us which legal note applies.

<figure><img src="/files/wbl1bTkHaBgO9lEgwVrk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jP5FQwxzSU4Ai1LjupAp" alt=""><figcaption></figcaption></figure>

When you turn on Germany invoice, we update your affiliate registration form for you. Two optional fields are added — **Steuernummer / Tax number** and **Umsatzsteuer-IdNr. / VAT ID** — so new affiliates can provide them when they sign up.

<figure><img src="/files/7K9dlFuXc7eAja33pLlD" alt=""><figcaption></figcaption></figure>

The **Country** field is also set as required, because it determines which legal note appears on the invoice. While Germany invoice is active, the Required box for Country stays checked and can't be unchecked. The **Tax rate** field in your affiliates' account becomes required as well.

<figure><img src="/files/l3zbwwUF8zBeZxIeAS8B" alt=""><figcaption></figcaption></figure>

You can review these fields anytime on your [**Affiliate registration form**](https://docs.uppromote.com/management/affiliate-registration-form).

Once you've marked a referral as paid, you can download its invoice from the **Payments** tab > **Paid referrals** > locate that referral and click **Download invoice**. If you pay through PayPal or Wise, the tab is called **History** instead.

<figure><img src="/files/7dmnu9ncdGgYdE8akP4u" alt=""><figcaption></figcaption></figure>

Your affiliates can download the same invoice from the **Payment** tab in their affiliate account > **Detail** > **Download Invoice**.

<figure><img src="/files/GL0E2GuegxdvJ8iupVf9" alt=""><figcaption></figcaption></figure>

You can also select multiple payouts and export invoices in bulk. Select the payouts > **Export invoices** > click **Export invoices** > open your email and click **Export file**.

<figure><img src="/files/tRWAgqE86dKHZHWdIorV" alt=""><figcaption></figcaption></figure>

If affiliates don't have such information on their profile, those lines will be left out of the invoice, and you'll see a warning before you download it. You can still download the invoice, but it may not be fully compliant with [§14 UStG](https://www.gesetze-im-internet.de/ustg_1980/__14.html).

<figure><img src="/files/SOlyi6lPefProSAaPFWN" alt=""><figcaption></figcaption></figure>

For affiliates who haven't added the information while signing up, you can send them emails to ask for an update, or you can log in as an affiliate and edit the information for them.

Everything else on the invoice is filled in automatically — the invoice number, invoice date, service period, service description, amounts, and the VAT rate with its legal note. When your affiliate is in Germany and reports 0%, the invoice shows the [§19 UStG](https://www.gesetze-im-internet.de/ustg_1980/__19.html) note. When your affiliate is in another EU country, it shows the §13b Reverse Charge note. Affiliates outside the EU don't get a legal note.

Invoices are shown in your store currency and are not converted to Euro.

If you export invoices in bulk and some of them are missing required details, we'll attach an Excel file to your download email listing those invoices so you can fix them.


# Manual payments

Payments > Manual Payments

After you have [set up payment methods](https://docs.uppromote.com/management/payments), you will be able to mark affiliate commission payments as paid. For the **manual payments** process, please be informed that **the system will not pay** your affiliate or connect to any of your payment methods. The app only supports gathering affiliates' payment details, so you can send the payments to them properly.&#x20;

1\. Go to the **Payments** > **Manual** **Payments.** Commissions will be listed per **affiliate** (only **approved** referral orders will be displayed in this section).

You can see referral details by clicking **Review referrals.**<br>

<figure><img src="/files/c74d2XvPgJ79fJePkG7g" alt="review referrals"><figcaption></figcaption></figure>

2\. To mark the payment as paid, click **Mark as paid** (the aeroplane icon).

<figure><img src="/files/YIceKsX6g1MlN32NOEcA" alt="mark as paid"><figcaption></figcaption></figure>

3\. A pop-up will show payment details (**total commission amount**, **payment method**, and **payment info**). You would want to send the payment outside the app with these exact details.

<figure><img src="/files/ZWCmusT7d86cqWajD3eQ" alt="popup and confirmation"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note**:&#x20;

* In case you want to send a payment to some **particular referrals** on the list (not all), you can click the **Select referrals** button.
  {% endhint %}

<figure><img src="/files/IHNgcX9sDFcOjoLyyZKP" alt="select referrals to pay"><figcaption></figcaption></figure>

You will be directed to a page where you can choose which referrals to pay, you can also use the **time filter** to select a time range within which the referrals are made. Select multiple referrals and click **Process bulk payments** or click **Process payment** on the row if you want to pay a specific one:

<figure><img src="/files/EuGv4xccgORcBWhR1IyJ" alt="process bulk payment"><figcaption></figcaption></figure>

You can leave notes for yourself (private) or a message for your affiliate to avoid any confusion.

<figure><img src="/files/NQ5nSfyXB5PcGcHKZNsC" alt="leave a private note for yourself or public note for affiliate"><figcaption></figcaption></figure>

4\. After finishing paying outside the app and filling in all the details, you must **confirm** that you have transferred the payment from outside the app by checking the box below. Finish by clicking **Mark as paid**.

<figure><img src="/files/5DWZ7B1mEyfbtcJLXwz2" alt="finish by clicking mark as paid"><figcaption></figcaption></figure>

<figure><img src="/files/I3snu3tzeoiLrRVyDjvV" alt=""><figcaption></figcaption></figure>

5\. All the paid transactions will be displayed on the **Paid referrals** tab. Since this is a manual payout and **Mark as paid** is for management only, you can also **revert payment** any time you want.

<figure><img src="/files/M2GgpIOPSlIZ0AS09ycL" alt="revert payment for manual payout"><figcaption></figcaption></figure>

After a payment is marked as paid, it will be shown on the **Affiliate admin** like this:

<figure><img src="/files/rdlXG7Bhl9flaQILvZNg" alt="how it looks on affiliate account"><figcaption></figcaption></figure>


# How to Pay Affiliates Inside UpPromote (In-App Payouts)

Pay your affiliates inside UpPromote with in-app payouts. Send payments by PayPal, Wise, or store credit, and schedule auto-payouts to run on their own.

In-app payouts let you pay affiliates without leaving UpPromote. You can pay by PayPal, Wise bank transfer, or store credit.

The flow is the same for each method. You connect the method once, send payouts when you're ready, and UpPromote marks them as paid for you. With PayPal and store credit, you can also schedule payouts to run on their own.

{% hint style="info" %}
&#x20;**Good to know:** Prefer to pay from outside the app? You can use [manual payouts](/management/payments/manual-payouts) instead, then mark each payment as paid in UpPromote.&#x20;
{% endhint %}

***

### Pay by PayPal

PayPal is the most common in-app method. Connect your account first, then pay affiliates or set payouts to run automatically.

* [PayPal integration](/management/payments/in-app-payments/paypal-integration): connect your PayPal account to UpPromote.
* [PayPal payout](/management/payments/in-app-payments/paypal-payout): pay affiliates by PayPal from inside UpPromote.
* [Schedule PayPal auto-payout](/management/payments/in-app-payments/schedule-paypal-auto-payout): pay affiliates automatically on a schedule (Professional plan and above).

***

### Pay by Wise (bank transfer)

Use Wise to pay affiliates by bank transfer, which is helpful when affiliates don't use PayPal.

* [Wise bank transfer integration](/management/payments/in-app-payments/wise-bank-transfer-integration): connect your Wise account to UpPromote.
* [Wise payouts](/management/payments/in-app-payments/wise-payouts): pay affiliates through Wise.

***

### Pay with store credit

Store credit rewards affiliates with credit they can spend in your store. It's a good fit when your affiliates are also your customers.

* [Store credit](/management/payments/in-app-payments/store-credit): set up store credit as a payout option.
* [How store credit works](/management/payments/in-app-payments/store-credits-process): follow the store credit process step by step.
* [Schedule store credit auto-payout](/management/payments/in-app-payments/schedule-store-credit-auto-payout): send store credit automatically on a schedule (Professional plan and above).

***

### Frequently asked questions

#### What's the difference between in-app and manual payouts?

In-app payouts send the payment from inside UpPromote. [Manual payouts](/management/payments/manual-payouts) let you pay from outside the app with any method, then mark the payment as paid. You can mix both if you like.

#### Can I pay affiliates automatically?

Yes. You can schedule auto-payouts with PayPal or store credit. PayPal auto-payout is available on the Profession plan and above. Wise payouts are sent manually.

#### Which method should I choose?

PayPal is quick and works worldwide. Wise is useful for bank transfers. Store credit works well when affiliates shop with you. Many merchants offer more than one and let affiliates pick.

***

### Related articles

* [Set Up Payment Methods](/management/payments/set-up-payment-methods)
* [Manual Payouts](/management/payments/manual-payouts)
* [How to Pay Your Affiliates in UpPromote](/management/payments)
* [UpPromote Pricing Plans](/pricing-plans/pricing-details)

***

*Last updated: June 2026*


# Store Credit

Use Store Credit to reward affiliates instead of cash in UpPromote and allow self-redemption as order discount. Available from the Growth plan.

Using **Store Credit** as a payment method helps you send commissions to affiliates in the form of Store discount codes. These, like any other Shopify discount codes, cannot be withdrawn directly in the form of money. Affiliates can only use these discount codes to purchase products in your store.

{% hint style="success" %}
**Tips**: You can create multi-programs in which one program is with normal payment methods and the other is only paid with **Store credit.** This feature acts like a loyalty program that rewards customers and keeps them coming back.
{% endhint %}

### Activate Store Credit

To activate Store Credit as a payment method, go to **Settings** > **Payment > Payment methods >** Select **Store Credit > Save.**

<figure><img src="/files/5Bx9oFxD8is3sst72F4Z" alt="activate store credit"><figcaption></figcaption></figure>

You can click on the gear icon **here** to select specific programs that offer Store Credit:

<figure><img src="/files/DIu0FdseQogpuXGrnYsQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/dR5qjGYpbWcCT8Ygcxd7" alt="select applied program"><figcaption></figcaption></figure>

{% hint style="success" %}
**Tips**: You can select **Store Credit** as the default payment method for all affiliates in a specific program by following this [instruction](/management/programs/default-payment-method).&#x20;
{% endhint %}

### Advance: **Store Credit self-redemption**

To allow affiliates to generate coupons on their own, you can enable **Store Credit self-redemption** while setting up. By turning this setting on, an affiliate's commission will be paid and accumulated in a Store credit wallet, the affiliate can generate their coupon at any time with any value.

To set it up, please navigate to **Settings** > **Payment** > **Payment methods** > Click **Additional setup for Store credit.**

<figure><img src="/files/AhTi86sSqbNE2d9WwQPx" alt="additional setup for store credit"><figcaption></figcaption></figure>

You can set up the **maximum and minimum redeemable amount** of a coupon an affiliate can create.

<figure><img src="/files/SuF87qQdLmBgDMMRfnK4" alt="allow self-redemption"><figcaption></figcaption></figure>

You can see how to process the payment and how it will be displayed in the affiliate's account [HERE](https://docs.uppromote.com/management/payouts/in-app-payment/store-credits-process).&#x20;

### Combine with Shopify discounts

You can also allow affiliates to combine the coupon redeemed from their store credit with **Product discounts**, **Order discounts** and **Free shipping discounts** on Shopify.&#x20;

Kindly go to **Settings** > **Payment** > **Payment methods** section > Click **Additional setup for Store credit** > Enable **Combination types** > **Save changes.**&#x20;

<figure><img src="/files/EC7ZMs7UPZiWKr19dMZ5" alt="combine with shopify discount" width="471"><figcaption></figcaption></figure>

Please note that once combination feature is enabled, you'll be responsible for providing Shopify discounts that can be combined with store credit to affiliates. In order to create combinable discounts, please navigate to your **Shopify admin** > **Discounts** > **Create discount** and make sure to enable Combine with **Order discounts**.&#x20;

<figure><img src="/files/FRUq4UTpoIAu3BV5eoCE" alt="enable order discount"><figcaption></figcaption></figure>

<figure><img src="/files/WUkymeyzbJuwBln3EEp9" alt="add combination for order discounts"><figcaption></figcaption></figure>


# Store Credits process

How UpPromote processes Store Credit payouts: give fix-value discount or let affiliate redeem credits into custom coupon. Available from the Growth plan.

In order to send a payment to an affiliate using Store credit, go to **Payouts** > **In-app payment >** Locate the payment you want to process. There are 2 possible cases: **Store Credit self-redemption** enabled and **Store Credit self-redemption** disabled.

A. If the **Store Credit self-redemption** is **disabled**, processing the payment will send a discount code to the affiliate. Simply click locate the payment in the Payments tab, and then click on **Give discount code.**

<figure><img src="/files/uEfxeyfevUCma8QTl2LN" alt="give discount code"><figcaption></figcaption></figure>

<figure><img src="/files/MsBoolGOlqTmGRDYIriI" alt="set up and confirm"><figcaption></figcaption></figure>

The system will then automatically create a random discount code with the exact commission amount you need to pay your affiliate.

The discount code will be displayed in the **Affiliate admin account** > **Payment** tab > **Detail** here:

<figure><img src="/files/mhoPdpC45mWaGDFqGyVf" alt="how it displays in affiliate account"><figcaption></figcaption></figure>

<figure><img src="/files/Gknito1dwQtRHop0fuoS" alt="payment detail"><figcaption></figcaption></figure>

B. If the **Store Credit self-redemption** is **enabled**, processing the payment will add some credits to the affiliate's store credit balance. From the store credit balance, your affiliate can freely generate discount codes with any value they want. On the merchant admin, simply go to **Payments > In-app Payment > Pay with Store credit** to process the payment.&#x20;

<figure><img src="/files/hQTu4QATQKjZ4vX3MavJ" alt="pay with store credit"><figcaption></figcaption></figure>

<figure><img src="/files/oBsAJf6nmwXiZWUiVEpJ" alt="add credit"><figcaption></figcaption></figure>

The Store credits will be added, and the affiliate can see their current store credit balance on their dashboard.

<figure><img src="/files/CHkLT82C19t6w794UD5a" alt="how it show on affiliate dashboard"><figcaption></figcaption></figure>

<figure><img src="/files/xcm2SaiiMM2UehF816Yx" alt="set up redemption amount"><figcaption></figcaption></figure>

On the **Affiliate account page** > **Payment** > **Use your credit**, the credit balance will be shown and your affiliates can enter their preferred coupon value to get the code:

<figure><img src="/files/VZu4ak4eNQil9I0ApOHb" alt="how affiliate can claim their store credit as discount code"><figcaption></figcaption></figure>

***For example***, if the affiliate chooses $10 as the value of the generated coupon, a coupon will be auto-generated on your Shopify Discounts section. The affiliate can copy the coupon and use it on the checkout page to save $10 on his/her purchase:

<figure><img src="/files/XGn0FLYshgG7GC0aBmXB" alt="the auto-created discount code"><figcaption></figcaption></figure>


# Schedule Store Credit auto-payout

Set up automatic Store Credit payouts in UpPromote: pay on approval, a specific date, or a cycle, and set payout thresholds. Available from the Professional plan.

**Store Credit auto-payout** feature allows merchants to automatically pay commissions to affiliates via Store credit. This feature applies to both Affiliate Programs and [Customer Referral](/outreach-1/affiliate-recruitment/customer-referral). Learn more about it below.

## How to set up?

To activate Auto-payout with Store credit, you need to enable [Store Credit self-redemption](/management/payments/in-app-payments/store-credits-process) first. This ensures that the system can automatically add credit to affiliates instead of giving discount codes.

<figure><img src="/files/JshBHmJMUd1kRkzaD0yi" alt="self-redemption setting"><figcaption></figcaption></figure>

After that, navigate to **Settings** > **Payment** > **Auto-payment schedule** > **Store credit** > **Set up.**

<figure><img src="/files/mrfCFZP5hBFwjEGAgT76" alt="set up auto-payout with store credit"><figcaption></figcaption></figure>

<figure><img src="/files/WstWfq7eUXYujEMPv6bE" alt="set up detail payment rules and threshold"><figcaption></figcaption></figure>

### 1. Payment rule

In the **Payment rule** section, you can choose one of the following options: **Pay immediately upon referral approval**, **Specific date**, or **Payment cycle**.&#x20;

<figure><img src="/files/MSUPNWXJjk8VAIOMutwa" alt="set up schedule payment"><figcaption></figcaption></figure>

#### Pay immediately upon referral approval

This option allows the system to process auto-payout to affiliates **as soon as a referral is approved**.&#x20;

If the **Auto approve orders** or **Record pending orders as referrals** is enabled, the system will display a warning advising you to carefully review your selection. Once the payment via Store credit is processed, it can't be reversed.

Kindly note that:

* Auto-payout only **applies to referrals generated after the feature was last activated**. Referrals generated before that will be **excluded from auto-payout**, and you need to pay them manually.
* **Negative** commissions will be **pending for auto-payout**. When the next referral from the same affiliate is approved, the system adds this commission to the previously pending amount. If the total to be paid is greater than 0, the system will proceed with the auto-payout immediately.

<figure><img src="/files/HiOqoNm9d3Nvds6Yij8R" alt="pay immediate upon referral approval"><figcaption></figcaption></figure>

#### Specific date

If you select **Specific date**, the system will process payments on a certain day you set up. Please pick a **Payment day** from the calendar, also choose the **Cycle** of the payment.&#x20;

For example, if you select 26 as the **Payment day** and 1 month as the **Cycle** (see the image below), the system will automatically process payments to affiliates on the 26th of every month.

Please note that auto-payout will need to be set up **at least 2 days** **before the payment date** so the payment can be rolled out successfully.

<figure><img src="/files/qYE1h89nzLTWWsSFhR6B" alt="set payment on a payment day"><figcaption></figcaption></figure>

#### Payment cycle

If you select **Payment cycle**, the system will pay out automatically based on the cycle period you set up. Please enter the **Cycle**, then select the **First payment date**.

For example, if the **Cycle** is 10 days and the **First payment date** is 1st August 2025 (see the image below), the system will pay out affiliates on 1st August first, and 10 days later, on 11th August 2025, the affiliates will continue to be paid automatically.

<figure><img src="/files/HzA4w6XIGB9hW3gywc4S" alt="set up payment per cycle"><figcaption></figcaption></figure>

### 2. Payment threshold

You can optionally set up **Payment threshold**, including **minimum** and **maximum** limits for auto-payout.

If you choose **Pay immediately upon referral approval** option:

* With **Minimum payable commission**, you can set a minimum amount that each affiliate must reach to be automatically paid. Any commission below this threshold will be **excluded from auto-payout** until it meets the minimum requirement.\
  For example, if you set this field to be $100, referrals with a commission of $100 or $120 will be auto-paid upon referral approval. Meanwhile, $90 commission need to be manually paid or wait until the affiliate's total payout commission reaches $100.

<figure><img src="/files/d2gSBnz8Qwey1wZQrrfv" alt="Minimum payable commission" width="563"><figcaption></figcaption></figure>

* With **Maximum payable commission**, you can set a maximum amount for each affiliate. Commissions exceeding this amount will be **excluded from auto-payout**, and you need to manually pay the affiliates.\
  For example, if you set this field to be $300, referrals with a commission of $250 or $300 will be auto-paid upon referral approval. Meanwhile, you have to manually pay affiliates who earn $350 commission.

<figure><img src="/files/NoFSITLchBTa3SNYP1fV" alt="Maximum payable commission" width="563"><figcaption></figcaption></figure>

If you choose **Specific date** or **Payment cycle**:

* With **Minimum affiliate commission**, you can set up the minimum commission that affiliates have to earn to be paid. \
  For example, if you set this field to be $100, all affiliates who have gained $100 commission or above will be auto-paid on the payment date. Meanwhile, affiliates with an under $100 commission can be paid manually or wait until the next auto-payout period when their total commission reaches $100.

  <figure><img src="/files/mRxoGN3c82zoyEJ5w6jm" alt=""><figcaption></figcaption></figure>
* With **Maximum payout limit**, you can set up a limit for the system to avoid going over budget.\
  For example, if you set this field to be $1000 and the total payout amount you need to pay affiliates this period is $1500, the auto-payout will be automatically postponed. You will need to pay affiliates manually this period or confirm **Auto-payout anyway** to ensure auto-payout will be processed on the scheduled date.

  <figure><img src="/files/Tt3EIHtuPh10nmyTtupA" alt=""><figcaption></figcaption></figure>

### 3. Terms and conditions

Please be aware that there are certain **Terms and conditions** that you'll need to agree to (by checking the boxes) before saving **Auto-payout with Store credit** settings. Kindly review them below:

<figure><img src="/files/gupronXdVB6PYaVtjZ2E" alt="terms and conditions"><figcaption></figcaption></figure>

## Store Credit payout

Once you enable Auto-payout with Store credit successfully, you can navigate to the **Payments** tab > **In-app payment** to review all related information, including the **Auto-payout activation time** or the **Next auto-payout amount** and the **Next auto-payout date** (depending on the payment rule you set up).

<figure><img src="/files/MaRF8zsc5G4BzY59xCs4" alt="review related information"><figcaption></figcaption></figure>

<figure><img src="/files/ie6AArkJPLXxPlsp7Zvv" alt="see commission status"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**:&#x20;

If you disable the **Store Credit self-redemption** after successfully setting up the auto-payout, **Auto-payout with Store credit** will only be processed to customers (if any) in [Customer Referral](/outreach-1/affiliate-recruitment/customer-referral). Commissions from affiliates will be excluded from auto-payout and you will need to manually pay them.
{% endhint %}

Additionally, if you schedule auto-payout based on **Specific date** or **Payment cycle**, kindly read the following information for further details:

1. The total auto-payout amount will be closed **12 hours** before the payment time (except for **Pay immediately upon referral approval** option). From then, any additional approved commission will be counted toward the next payout period.

{% hint style="info" %}
The system will automatically send you an email about the **Total auto-payout commission**, **Number of affiliates/customers**, **Payment time**, and **Maximum payout limit exceeded** (if any) **12 hours** before the auto-payout time.&#x20;

Auto-payout will be processed on the payment date at **23h59'** **UTC +0** (UpPromote's system time zone) to ensure a consistent payout procedure for all merchants in different time zones.
{% endhint %}

2. To cancel the upcoming payout period, you can click **Cancel Auto-payout**. The system will automatically move all payments to the next payout period.

<figure><img src="/files/mn3rNvSnYvNfh9hRtPbZ" alt="cancel auto-payout"><figcaption></figcaption></figure>

3. In case the total auto-payout amount exceeds the **Maximum payout limit**, you can click **Auto-payout anyway** to confirm that the system will still process auto-payout on the scheduled date.

<figure><img src="/files/i3aSZRvvHmW7hqxkgpme" alt="auto-payout anyway"><figcaption></figcaption></figure>


# PayPal integration

Connect your PayPal Business account to UpPromote to pay affiliates in-app. Available from the Professional plan.

***Update**: Schedule auto-payment via PayPal is now available. Learn more* [*HERE*](https://docs.uppromote.com/set-up/payment-setup/schedule-auto-payment?utm_source=doc-banner\&utm_medium=payment-setup\&utm_campaign=schedule-auto-payment)

## Why should you pay with PayPal?

PayPal is the fast, convenient, and secure way to pay online. You can use PayPal to send money both domestically and internationally.

PayPal stands out from other payment methods because of the following reasons:

* **Fast transfers** to other PayPal users: Transfers from one account to another are almost always instant.
* **Security:** PayPal monitors all transactions for fraud, uses industry-standard encryption, and has many dispute-resolution options. PayPal is also considered a safe method of payment, when you send a payment using PayPal, the recipient won't receive sensitive financial information like your credit card or bank account number.
* **Worldwide network:** PayPal is available in more than 200 countries around the world, you can use it to pay around the world without the hassle of converting currency (it supports 20+ currencies)&#x20;

Especially, when compared to Bank transfers, PayPal seems to hold advantages of its speed, convenience, and diversity of options.

Choosing to pay your affiliates with PayPal will be easy for both you and your team, the affiliate only needs to provide their PayPal email address in order to receive the commissions.

## **Why should you pay automatically with PayPal?**

PayPal integration is an easy way to save time and automate your affiliate campaign. Once you integrate with PayPal inside the app, there’s no need to process the payment outside the application manually, just a few clicks in the app and the affiliate will get their payment automatically. It saves your team's effort while still being secured thanks to the authentication step required to process the transaction.<br>

To learn how to integrate with PayPal, please follow our detailed instructions below to connect your PayPal account to **UpPromote: Affiliate marketing**.

{% embed url="<https://www.youtube.com/watch?v=DU85vIy8CJo>" %}

## Requirement:

In order to connect your PayPal account, the following conditions must be met:

* A **PayPal business** account (which has been verified).
* Make sure [**Payouts** ](https://developer.paypal.com/docs/payouts/)is **enabled** for your PayPal Business account.

## Setup steps

### Step 1: Enable your PayPal Payouts

Log into your [PayPal developer portal](https://developer.paypal.com/home) to visit your Developer account.&#x20;

Then click on your Account Name in the top right corner of the portal, and select **My Account**.

<figure><img src="/files/1sG1vW4T1SlHpipYT24L" alt=""><figcaption></figcaption></figure>

Also, ensure the **Live** mode is toggled on.

<figure><img src="/files/bl06lbZzPkiquIEEQx0Z" alt=""><figcaption></figcaption></figure>

On the **My Account** page, scroll down to the **Permissions** section > **Payouts**. If there's a green checkmark in the "Live" column for Payouts, it means that Live Payouts has been enabled for your account. But if there isn't, you will see the “Enable...” link to click through and provide the required information for PayPal to enable it.

<figure><img src="/files/2bLWjvvhFEkqnItxNLCW" alt=""><figcaption></figcaption></figure>

According to PayPal's policy, the application process for Live Payouts is different for each country. If you are in the US, PayPal will then send you an email informing you that they are reviewing your request. (This application may take a few days for PayPal to process, but you can still proceed with the rest of the steps while PayPal reviews your information.)

If you’re outside the US, you would need to contact the PayPal Customer Service Team to request this Payouts feature.

<figure><img src="/files/Xq7rNn2hZxuydmpj3SKq" alt=""><figcaption></figcaption></figure>

Once you've been accepted, you will see a green checkmark indicating that the API is live.

{% hint style="info" %}

The **Use of PayPal Payouts requires strict approval by PayPal**. We do not have control over this.&#x20;

As we know, there is an application and vetting process that is handled by PayPal Customer Service Team to get this feature enabled on any account. Based on each merchant's business case and the minimum requirements that need to be fulfilled, the application can be approved or declined. Here is some sample information that they may ask you for:

* Provide a description of your business model
* Provide a detailed description of how Payouts will be used within your business
* How do you vet your service providers prior to being onboarded to your platforms?
* An updated business URL to your fully operational website

{% endhint %}

### Step 2: Create app

In the **Apps & Credentials** tab, click on **Create App**:<br>

<figure><img src="/files/kvM4kWeND7OimvTOvopj" alt=""><figcaption></figcaption></figure>

Enter the app's name (UpPromote Affiliate marketing, for example), then click **Create App** on the popup window:

<figure><img src="/files/shNWWvDHVl0skroYOsEB" alt=""><figcaption></figcaption></figure>

Next, the **Client ID** and **Secret key** will be shown on your screen. These credentials will be used for Step 3.&#x20;

<figure><img src="/files/3omnwfbZfOjOIiqPUrk2" alt=""><figcaption></figcaption></figure>

Then scroll down to the **Features** section on the same page, check the option **Payouts**, and click **Save Changes**.&#x20;

<figure><img src="/files/UsDDpJT1d5ifLP2SrbuG" alt=""><figcaption></figcaption></figure>

### Step 3: Start your integration:

Go back to **UpPromote: Affiliate marketing** > **Settings** > **Integration** > **Payment method** > **PayPal** > **Switch it on > Continue to set up**:<br>

<figure><img src="/files/SivcgWQKugCSgvDmBKlB" alt="switch on paypal in uppromote"><figcaption></figcaption></figure>

<figure><img src="/files/dXOzV51frevDBhRMBQpQ" alt="click continue to setup"><figcaption></figcaption></figure>

Enter your **Client ID** and **Client Secret** key into the following fields:

<figure><img src="/files/E2ifDAugWZoXcA99Z0nJ" alt="enter client id and client secret"><figcaption></figcaption></figure>

{% hint style="danger" %}
Note: The Client ID and Secret are not your PayPal email and password. You must create them in [Step 2](https://docs.uppromote.com/management/payouts/in-app-payouts/paypal-integration#step-2-create-app).
{% endhint %}

Be sure to check the two checkboxes underneath and click **Save &** **Next.**

### Step 4: Select your preferred payout security method and finish setting up

There are two security methods you can choose from, which are **Google Authentication** and **Payout password**. The method selected will depend on your own preference, whether you want a secure method or a more convenient one. Kindly scroll down to read more about each method so you could make a decision.

### **Set up Google Authentication:**&#x20;

Google Authentication app helps to protect your account against password thieves. Whenever you process any auto-payment transaction via PayPal within the app, you will need to enter a code generated by the Google Authenticator app on your phone.

1. Download the Google Authentication app to your phone.

<figure><img src="/files/-MAQMypHnzVX1VZie_CW" alt="set up google authenticator"><figcaption></figcaption></figure>

Download it via [**App Store** ](https://apps.apple.com/vn/app/google-authenticator/id388497605)or[ **Google Play**](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2\&hl=vi) here.

2. Select **Google Authenticaiton** on Step 2 and then **Save & Next.**&#x20;

<figure><img src="/files/kOt2qOjJ4zTpiWugbeQO" alt="save the authenticator"><figcaption></figcaption></figure>

3\. **Scan** the QR code or **enter** the provided private key:

<figure><img src="/files/BbIFG19g9jZq25jmAtqJ" alt="scan the code and get the private key"><figcaption></figcaption></figure>

3\. Be sure to **save your private key** on paper in case your phone is lost. You need to enter the private key to reactivate this feature.

4\. Enter your Google Authentication code that is shown on your phone to finish the process:

<figure><img src="/files/-MAQOWghHQaxUrnSzL6P" alt="enter the code and finish the process" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/1MsVvtL1TOu4qvZ53Vhu" alt="click on finish"><figcaption></figcaption></figure>

Click **Finish** to complete your PayPal Integration with the **Google Authentication** setup process.

### Set up Payout password:&#x20;

Payout password could be a favorable method for some merchants due to its convenience. If you are not concerned much about the utmost security, the Payout password is a great option (of course it is still a secure method). Whenever you process any payments via PayPal within the app, you will just need to enter the password to make transactions.

1. Select **Payout password** as a security method in Step 2. &#x20;

<figure><img src="/files/6w4mhO4tCZbSEGrfzLVi" alt="set up payout password"><figcaption></figcaption></figure>

2\. **Insert** your preferred password and password confirmation:&#x20;

<figure><img src="/files/ScK3rWrXjLe01RqsUH3W" alt="enter password and confirmation"><figcaption></figcaption></figure>

Please make sure that the password must be 8-16 characters and include at least one number and one special character/symbol. The term box should be checked as well in order to proceed further.&#x20;

3\. Be noted to store your password somewhere because you need to re-integrate PayPal Integration if you do not remember the password.

4\. Input the **OTP code** that is sent to your email address to verify and complete the setup with the Payout password: <br>

<figure><img src="/files/APP1abA114MFmvTqqM6D" alt=""><figcaption></figcaption></figure>

Click **Finish** to complete your PayPal Integration with the **Payout password** setup process.

After setting up PayPal integration successfully, either with Google Authentication or Payout password, a **PayPal Payout** option will now show up when you click the **Payments** tab:

<figure><img src="/files/W5qs9N1jzmqJaAAarhNG" alt="the paypal payout option is now live"><figcaption></figcaption></figure>

You can click **Process Payment** to pay your affiliate via PayPal within the app.

<figure><img src="/files/8thgaLOdoRTRIvZ27RPd" alt="process payment to pay affiliate via paypal inside UpPromote"><figcaption></figcaption></figure>

We're done with the PayPal integration process. Now you can pay your affiliates within clicks. Kindly read our document about [PayPal Payout](https://docs.uppromote.com/payment/PayPal-payout) for more details.

## An error associated with PayPal integration:

When entering your PayPal credentials, some errors might occur because of the following reasons:

* **Invalid Credentials**

<figure><img src="/files/kZPvC8b1j5TyHiFoSA9E" alt="error 1 invalid credentials"><figcaption></figcaption></figure>

This error is usually due to one of these 3 reasons:

1. **Sandbox** credentials are copied over instead of **Live** details from **PayPal.**
2. Incorrect credentials are copied.
3. Client ID and Client Secret were mistaken.

{% hint style="info" %}
**Note:** PayPal does charge a transaction fee if you use PayPal Payouts for payments. You can view the transaction fee that PayPal charges [here](https://www.paypal.com/us/webapps/mpp/merchant-fees#paypal-payouts).
{% endhint %}


# PayPal Payments

Pay affiliates via PayPal in UpPromote. Available from the Professional plan.

In order to pay your affiliates right from <mark style="color:red;">UpPromote</mark>, you need to set up **PayPal integration** in **Settings** > **Integration**. Find our detailed instructions for PayPal integration [here](https://affiliateapp-docs.secomapp.com/paypal-integration).

{% hint style="info" %}
We use your PayPal balance account to send payouts to affiliates. Please make sure to top up your balance account!
{% endhint %}

## Process the payout

Once you have **connected** your PayPal account, you can start paying affiliates within the app by going to **Payments** > Select "**In-app payments**" > **Process Payment**:

<figure><img src="/files/Jv5ibS7cRkuFpW2pLY6H" alt="process payment"><figcaption></figcaption></figure>

You can choose to pay one affiliate at a time or select multiple affiliates to process **bulk payments**.

<figure><img src="/files/wEritFJJ1FyxwLbQ1vN5" alt="pay 1 or process bulk payments for multiples"><figcaption></figcaption></figure>

Click Process Payment, and a popup will be shown with the referrals' Total commission Payment method and info, Email subject, Notes for affiliates, Google authentication code, or Payout password (depending on the security method you set up at PayPal integration).

<figure><img src="/files/75G1Ob5bWrTZlN9nXCYn" alt="process payment inside uppromote"><figcaption></figcaption></figure>

In case you need to input **Google Authentication** code, open **Google Authentication** app on your phone > Enter the number string shown on your phone screen (6 characters).

The Google authentication code will be valid for 30 seconds only; after 30 seconds, the code will be refreshed.

<figure><img src="/files/-MAQRRnVgOFmDWXDrfHz" alt="get google authentication code" width="375"><figcaption></figcaption></figure>

After that, click **Confirm and send money.**

## Review your transaction

The transaction's status will be shown on the **History** tab. You can review if the transaction is **Processing, Processed, Unclaimed, or Failed**.<br>

<figure><img src="/files/wA8zjcyTJfuQAVaBXeUN" alt="review transaction"><figcaption><p>Payouts > PayPal payouts</p></figcaption></figure>

You can also click on **Payment details** to see the breakdown of each transaction in case you process Bulk payment:<br>

<figure><img src="/files/0jrY0hwMS344EFFkE4G9" alt="get breakdown in payment details"><figcaption></figcaption></figure>

Once the transaction is completed, it will be shown on the **Affiliate admin** > **Payment**:<br>

<figure><img src="/files/d0woklkUe4rMk3uvtRuQ" alt="how the processed payment shown"><figcaption><p><strong>Affiliate admin</strong> > <strong>Payment</strong></p></figcaption></figure>


# Schedule PayPal auto-payout

Automate affiliate PayPal payments in UpPromote so commissions go out on your own terms and save your effort. Available from the Professional plan.

The **Auto-payout** feature in <mark style="color:red;">UpPromote</mark> will help you schedule payments to pay affiliates via PayPal. Scheduling auto-payout will help reduce manual work and make sure you pay affiliates on time. Let automation do its job!&#x20;

## How to set it up?&#x20;

First of all, to enable Auto-payout with PayPal, you will need to enable [PayPal integration](https://docs.uppromote.com/management/payments/in-app-payment/paypal-integration). And you'll also need to enable PayPal as a payment method in **Settings** > **Payment** > **Payment methods** so your affiliates can provide their PayPal account information.

After that, please navigate to **Settings** > **Payment** > **Auto-payment schedule > PayPal > Set up.**&#x20;

<figure><img src="/files/Jf27bdexrFAijS2ihwXf" alt="set up auto payment with paypal"><figcaption></figcaption></figure>

Kindly then choose to **Schedule payment** on a **Specific date** or by **Payment cycle**. Please note that auto-payout will need to be set up **at least 2 days** **before the payday** so the payment can be rolled out successfully.&#x20;

<figure><img src="/files/iq2qHwM9Y21drwAcrak1" alt="select schedule payment option"><figcaption></figcaption></figure>

### Specific date

This option helps you choose a certain day on which the system will process payments.&#x20;

If you select **Specific date**, please choose a **Payment day** from the calendar as well as the **Period** of the payment. For example, if you select 26 as the Payment day and 1 month as the Period (see the image below), the system will automatically process payments to affiliates on the 26th of every month.

<figure><img src="/files/eXV8rPMORjGV7eC8Kvv9" alt="specify the date for payout"><figcaption></figcaption></figure>

### **Payment cycle**&#x20;

If you decide to choose Payment cycle, the system will pay out automatically for you based on the cycle period you set up. Firstly, kindly choose the **Period** then select the **First payment date**.&#x20;

For example, if you select the **Cycle** as 10 days and the **First payment date** is 4th April 2025 (see the image below), the system will pay out affiliates on 4th April first then 10 days later, on 14th April 2025, the affiliates will continue to be paid automatically.&#x20;

<figure><img src="/files/75XFaP7sdRtmVjmZLpU6" alt="choose the cycle for payout"><figcaption></figcaption></figure>

### Other settings

Aside from these required fields above that need to be filled out, you'll also have 2 other optional settings to set up, which are **Minimum affiliate commission** and **Maximum payout limit**.&#x20;

With **Minimum affiliate commission**, you can set up the minimum commission that affiliates have to earn to be paid. For example, if you set this field to be $100 then all affiliates who have gained $100 commission or above will be paid out automatically when it comes to the payment date. Meanwhile, affiliates with an under $100 commission can be paid manually or wait until the next Auto-payout period when their total commission reaches the Minimum amount.&#x20;

<figure><img src="/files/7bFVcIEGEzMC1afc8QIa" alt="set minimum payout limit"><figcaption></figcaption></figure>

Another option is for you to set up **a Maximum payout limit**, which helps you set up a payout threshold for the system to avoid going over budget. For example, if you set this field to be $1000 and the total payout amount you need to pay affiliates this month is $1500, the Auto-payout function will be automatically postponed. However, you'll then need to pay affiliates manually this month.

<figure><img src="/files/aeTlhFX7xW961Iv4U7E6" alt="set maximum payout limit"><figcaption></figcaption></figure>

However, even when the Auto-payout is discarded due to the exceeded Maximum payout threshold, you'll still have the option to Auto-payout anyway in the **In-app payment** tab.&#x20;

### Terms and conditions

Please be aware that there are certain **Terms and conditions** that you'll need to agree to (check the boxes) before setting up Schedule auto-payout. Please find them below:&#x20;

<figure><img src="/files/qDYJh5nVGsMdNu01mn8u" alt="agree with terms and conditions"><figcaption></figcaption></figure>

### PayPal Payouts

Once you enable Auto-payout with PayPal successfully, you can navigate to the **Payments** tab > **In-app payment** to review all related information including the **Next auto-payout date** as well as the **Next auto-payout amount.**

Kindly note that the **Auto-payout amount** will be closed 12 hours before the Auto-payout time. From then, any additional approved commission will be counted toward the next Payout period.&#x20;

<figure><img src="/files/anogiWKFbmERM5dg8JUI" alt="review the next payout date and details"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**: The system will automatically send you emails about the **Auto-payout amount**, **Expected payout date**, and **Maximum payout limit exceeded** (if any) **2 days** and also **12 hours** before the Auto-payout time. The Auto-payout will be processed on the payment date at **23h59'** **UTC +0** (UpPromote's system time zone) to ensure a consistent payout procedure for all merchants in different time zones.&#x20;
{% endhint %}


# Wise - Bank transfer integration

UpPromote's Wise integration sends affiliate payouts to bank accounts in 40 currencies across 70+ countries. Available from the Professional plan.

## Why should you pay with Wise?

Choosing Wise for your affiliate payouts brings significant advantages, streamlining your operations and enhancing your relationships with affiliates:

* **Pay Directly to Bank Accounts:** Send payments straight to your affiliates' bank accounts, offering a professional and convenient payout method.
* **Lower Fees & Real Exchange Rates:** Benefit from Wise's transparent, low-cost fees and real mid-market exchange rates, which can lead to significant savings compared to traditional international transfers or other payment services.
* **Faster Payouts:** Experience quicker transfer time, ensuring your affiliates receive their commissions promptly, which boosts satisfaction and trust.
* **Global Reach:** Effortlessly pay affiliates in **40 currencies** across **70+ countries**, expanding your affiliate program's global potential without hassle.
* **Enhanced Security:** Leverage Wise's robust security measures and UpPromote's secure integration to ensure your payments are safe and protected.
* **Seamless In-App Experience:** Manage everything from connecting your Wise account to tracking individual and bulk payouts directly within your UpPromote admin, eliminating the need for external platforms.

## How does it work?

As a merchant, you need to **register a business account in Wise** [here](https://wise.com/gb/business/).

<figure><img src="/files/2AlTjVJd0IVkRrD0J6Ok" alt="set up business account in Wise"><figcaption></figcaption></figure>

Then, **connect your account with UpPromote**. Kindly find our detailed instructions for the Wise connection in [How to set up?](#how-to-set-up).

<figure><img src="/files/UwBOtRor2ZrxFdyCMMNF" alt="connect with uppromote"><figcaption></figcaption></figure>

After Wise is successfully integrated, your affiliates need to **provide their bank account** to receive commissions in the affiliate portal.

<figure><img src="/files/Wr7VlEYOmfwAOU9Guk8N" alt="affiliate provides their bank account accordingly"><figcaption></figcaption></figure>

When affiliates bring in referrals, you can **review the total amount** to be paid (including the estimated Wise transaction fee) and **process the payment** **directly** to the bank account they provided before.

<figure><img src="/files/uU1W0hpW19zRPInHxLUC" alt="review and pay affiliate directly inside UpPromote to their bank account"><figcaption></figcaption></figure>

<figure><img src="/files/Mby6kDSIOhmr1uBqTZbZ" alt="confirm the numbers"><figcaption></figcaption></figure>

Finally, to **monitor the status** of all your Wise transfers, you can go to the **History** tab.

<figure><img src="/files/9n6XobBPYpJMvLR7CS0q" alt="monitor Wise transfers in History tab"><figcaption></figcaption></figure>

## Wise transaction fee

The Wise transaction fee is worked out as a percentage of the amount you’re sending. The percentage varies from currency to currency. To see exactly how much your transfer could cost, please visit [Wise pricing page](https://wise.com/gb/pricing/business/send-money).

* To check the pricing for a specific country, click the **circular flag** icon in the top right to choose your country.
* Please select the **Paying with your account** option to get the accurate transaction fee when paying commissions via UpPromote.
* The applied fee for your transfer will appear in the **Total included fees** field.

<figure><img src="/files/GHBPBYQYjj4aOv7ohhJU" alt="check Wise transaction fee"><figcaption></figcaption></figure>

## How to set up?

### Requirements for integration

To connect your Wise account, the following conditions must be met:

* A **Wise business** account (which has been verified and is eligible to send money).
* An UpPromote **Professional Plan** or higher.

{% hint style="warning" %}
**Note**:&#x20;

* Please check the list of supported currencies in Wise [here](https://wise.com/help/articles/2571907/what-currencies-can-i-send-to-and-from).
* For US merchants, make sure that your company is registered in one of the states [where Wise is licensed](https://wise.com/us/legal/state-licenses#policy).
  {% endhint %}

### Step 1: Create a Wise Team Member account

To securely manage permissions for your UpPromote integration, we recommend creating a dedicated Team Member account in Wise.

{% embed url="<https://youtu.be/Td5XhdlSD-4?feature=shared&t=113>" %}

1. **Log in your Wise business account:** Access your Wise business account dashboard.
2. **Create a Team Member account:**
   * Navigate to your **Team members and payment approvals** in the **Settings** section.
   * **Add team member** account specifically for UpPromote integration.
   * When setting permissions for this member, select *only* the necessary permissions belo&#x77;**:**

     * **View account:** View all transactions, View account balances, View recipient lists.
     * **Move money:** Set up or make payments via transfer, Add or edit recipients.
     * **Manage team:** View team members.
     * **Manage account:** Manage software integrations and tools.

     These specific permissions are crucial for processing bank transfers securely and efficiently. Do not grant unnecessary access.
   * Confirm **No approval** for the **transfer approval**. Our app will only create transfers for payouts you've already approved within UpPromote.

{% hint style="warning" %}
**Important note**

* This team member account should be used for UpPromote commission payout transactions only to provide transparency and security.
* Please **do not share the password** of this team member account with us. We only need the **API token** generated in this account to connect UpPromote with Wise.
  {% endhint %}

### Step 2: Get your Wise API token from the Team Member account

After setting up your dedicated Wise Team Member account, you need to generate the API token from it.

1. **Log in your team member account** you created in Step 1.
2. **Access API token settings:** Go to the **Connect and manage apps** > find API tokens. ![](/files/pipF7wfrjf2CRRqsSVAY)
3. **Generate API token:**&#x20;

* Click **Add new token >** Enter a token name > Set **Full access** for token permissions.&#x20;
* Please remember, the API access will be tailored to the specific permissions you granted to this team member account in Step 1.

4. **Reveal key** and **copy this API Key** for the next step.

{% embed url="<https://youtu.be/Td5XhdlSD-4?feature=shared&t=170>" %}

### Step 3: Connect Wise to UpPromote

Now, you will use the API Key obtained from Wise to link your accounts within UpPromote.

1. In your UpPromote admin: Go to **Settings** > **Integration** > Turn on **Wise - Bank transfer** > Click **Yes, connect now**.

<figure><img src="/files/tfH5uOBuCXmlIFXhMpRo" alt="switch on wise - bank transfer option"><figcaption></figcaption></figure>

<figure><img src="/files/XUitX5vvk0OqgYsQ0lqY" alt="connect with Wise account"><figcaption></figcaption></figure>

2. Confirm "*I have created my team member account in Wise*" and click **Next** to move into the next step.

<figure><img src="/files/eLUjSxLjgkWHg3AlWOpt" alt="confirm and next"><figcaption></figcaption></figure>

3. Paste the copied **API Key** from Wise into the **API Key** field and click **Verify API Key** button to initiate the connection.

<figure><img src="/files/bqyHQ38qMYx2UxM1uO8D" alt="enter API key"><figcaption></figcaption></figure>

If you use the business owner's API Key instead of the team member's, an error message will appear. Please enter the correct API Key.

<figure><img src="/files/NRtdtSFCxFbMKp1qf51W" alt="error message in case of invalid API key" width="563"><figcaption></figcaption></figure>

4. Verify your Wise business profile information

<figure><img src="/files/W8VFC4IPCxVkTnffkPge" alt="verify your Wise business profile"><figcaption></figcaption></figure>

* **Confirm business profile:** UpPromote will display the Wise business profiles detected from your API token. If you have multiple business profiles, please select the one you want to connect for your UpPromote payouts.
* **Profile connection limit:** Each Wise business profile can be connected to a maximum of 5 other Shopify stores. Please select or create another Wise business profile.
* **Currency balance account:** The Wise currency balance we use to fund your money transfers will match your **Shopify store currency** settings to ensure seamless transactions. If no matching currency balance is found, the system will display "N/A", and you need to create the corresponding balance in your Wise account to continue to set up.

<figure><img src="/files/FMBGDM54VFUDKg2k9CHO" alt="check the balance" width="563"><figcaption></figcaption></figure>

5. If your API token is valid, you need to agree to all our terms and conditions. Then, click **Save & next** to move to the final step in the integration process.

<figure><img src="/files/K0vbIPCQ1jxT5nhKXrUo" alt="agree with terms and conditions" width="524"><figcaption></figcaption></figure>

### Step 4: Complete the payout security method and finish integration

Based on your Wise business profile country, you will have a different method to confirm Wise commission payout transactions:

* If your Wise business account is from the UK or [European Economic Area](https://www.gov.uk/eu-eea) countries, you'll need to [authorize payout transfers directly within Wise](https://docs.wise.com/api-docs/guides/strong-customer-authentication-2fa).

<figure><img src="/files/systSSFZPq8wfePUra9h" alt="select security method"><figcaption></figcaption></figure>

* If your Wise business account is from other countries, you'll need to set up **Google Authentication** or a **Payout password** to authorize payouts within UpPromote.

<figure><img src="/files/fgWWKYTTGGAY1JNeZPkF" alt="get up google authentication or payout password"><figcaption></figcaption></figure>

After successfully *c*onnecting your Wise API token and completing the security method, Wise integration is activated.

<figure><img src="/files/4wEc1ZLoarFW47IPvBTw" alt="Wise - bank transfer is now activated"><figcaption></figcaption></figure>

Once enabled, your affiliates can now provide their bank account details, and you can begin sending commission payouts directly via Wise! Please [check this guide](/management/payments/in-app-payments/wise-payouts) for more details.


# Wise Payouts

Learn how to pay affiliates via Wise in UpPromote. Available from the Professional plan

In order to process bank transfers to your affiliates right from <mark style="color:red;">UpPromote</mark>, you need to set up **Wise - Bank transfer integration** in **Settings** > **Integration**. Find our detailed instructions for Wise integration [here](/management/payments/in-app-payments/wise-bank-transfer-integration).

{% embed url="<https://youtu.be/Td5XhdlSD-4?feature=shared&t=260>" %}

## Affiliates Provide Bank Account Info

Once Wise is connected on your end, your affiliates will need to set up their preferred payout method in their Affiliate Portal.

{% hint style="warning" %}
Affiliates who had **previously entered bank account** information ***before*****&#x20;your store integrated with Wise** will need to **re-enter their bank account details**. This ensures their information is correctly linked for Wise payouts. Otherwise, you'll process payouts of those affiliates manually, not via Wise.
{% endhint %}

1. **Navigate to Payment Settings:** Affiliates log into their UpPromote Affiliate Portal. Go to their Payment Settings.
2. **Select Bank Transfer:** Affiliates will choose **"Bank Transfer"** as their preferred payment method.
3. **Input Bank Details:** They will be prompted to securely enter their bank account details, including bank name, account number, SWIFT/BIC, and other required information relevant to their country and currency.
4. **Verify Information:** To ensure accuracy and security, affiliates will typically need to confirm their bank details, often via an OTP (One-Time Password) sent to their email

<figure><img src="/files/5xuHRb31G6rOn9JLqGgL" alt="what information affiliate need to fill"><figcaption></figcaption></figure>

**Affiliates** with **those payout currencies** can receive bank transfer payments via Wise:

<table data-full-width="true"><thead><tr><th width="200">Affiliate currency</th><th width="250">Name</th><th width="200">Affiliate currency</th><th>Name</th></tr></thead><tbody><tr><td>USD</td><td>United States Dollar</td><td>KES</td><td>Kenyan Shilling</td></tr><tr><td>EUR</td><td>Euro</td><td>KRW</td><td>South Korean Won</td></tr><tr><td>CAD</td><td>Canadian Dollar</td><td>LKR</td><td>Sri Lankan Rupee</td></tr><tr><td>GBP</td><td>British Pound Sterling</td><td>MAD</td><td>Moroccan Dirham</td></tr><tr><td>AED</td><td>United Arab Emirates Dirham</td><td>MXN</td><td>Mexican Peso</td></tr><tr><td>ARS</td><td>Argentine Peso</td><td>MYR</td><td>Malaysian Ringgit</td></tr><tr><td>AUD</td><td>Australian Dollar</td><td>NGN</td><td>Nigerian Naira</td></tr><tr><td>BGN</td><td>Bulgarian Lev</td><td>NOK</td><td>Norwegian Krone</td></tr><tr><td>BRL</td><td>Brazilian Real</td><td>NPR</td><td>Nepalese Rupee</td></tr><tr><td>CHF</td><td>Swiss Franc</td><td>NZD</td><td>New Zealand Dollar</td></tr><tr><td>CLP</td><td>Chilean Peso</td><td>PHP</td><td>Philippine Peso</td></tr><tr><td>CNY</td><td>Chinese Yuan</td><td>PKR</td><td>Pakistani Rupee</td></tr><tr><td>COP</td><td>Colombian Peso</td><td>PLN</td><td>Polish Złoty</td></tr><tr><td>CRC</td><td>Costa Rican Colón</td><td>RON</td><td>Romanian Leu</td></tr><tr><td>CZK</td><td>Czech Koruna</td><td>SEK</td><td>Swedish Krona</td></tr><tr><td>DKK</td><td>Danish Krone</td><td>SGD</td><td>Singapore Dollar</td></tr><tr><td>EGP</td><td>Egyptian Pound</td><td>THB</td><td>Thai Baht</td></tr><tr><td>FJD</td><td>Fijian Dollar</td><td>TRY</td><td>Turkish Lira</td></tr><tr><td>GEL</td><td>Georgian Lari</td><td>UAH</td><td>Ukrainian Hryvnia</td></tr><tr><td>HKD</td><td>Hong Kong Dollar</td><td>UYU</td><td>Uruguayan Peso</td></tr><tr><td>HUF</td><td>Hungarian Forint</td><td>VND</td><td>Vietnamese Đồng</td></tr><tr><td>IDR</td><td>Indonesian Rupiah</td><td>ZAR</td><td>South African Rand</td></tr><tr><td>ILS</td><td>Israeli New Shekel</td><td></td><td></td></tr><tr><td>INR</td><td>Indian Rupee</td><td></td><td></td></tr><tr><td>JPY</td><td>Japanese Yen</td><td></td><td></td></tr></tbody></table>

## Process the payout

Once you have **connected** your Wise business account, you can start paying affiliates within the app by going to **Payments** > Select "**In-app payment**"

<figure><img src="/files/6HoXMbuRhUJsQN4fBsaa" alt="process payout with wise"><figcaption></figcaption></figure>

Select **Pay with Wise** button > UpPromote will display an estimated total transaction amount and Wise transaction fee.&#x20;

{% hint style="info" %}
Transaction fee and total amount will be available within 30 minutes. If it is expired, you need to refresh transaction to process payment.
{% endhint %}

Please **review and confirm all transfer details** before approving your payout. When you're done, select **Process payment** to send bank transfer to affiliates

<figure><img src="/files/eniGXzvhsK5geCj3rKYz" alt="confirm and process payment"><figcaption></figcaption></figure>

You can also create **Bulk payments** by selecting multiple affiliates with **Wise Bank transfer** method. Click **Process bulk payments** to proceed

<figure><img src="/files/7U20hBNqAz0iRGVLa0CN" alt="process bulk payment with wise"><figcaption></figcaption></figure>

<figure><img src="/files/Uh6G6S4Ru14XgFIEVcqx" alt="confirm and send money"><figcaption></figcaption></figure>

* **For UK/EEA Merchants:** You will be securely redirected to the Wise platform to finalize and confirm the transfer. This is a mandatory security step by Wise for these regions.

<figure><img src="/files/mM9hebDb0DY68VruMom1" alt="review directly on wise for EU"><figcaption></figcaption></figure>

* **For Merchants in Other Countries:** The payout process is generally completed directly within UpPromote, and a success banner will confirm the initiation.

<figure><img src="/files/uWV1cOucdaTfpnTvkBzm" alt="directly go through with other countries"><figcaption></figcaption></figure>

You can monitor the status of all your Wise bank transfers in **History** tab.&#x20;

<figure><img src="/files/h8ilNb5c6bRg3GRTPNkd" alt="monitor pay status accordingly"><figcaption></figcaption></figure>


# Tax on paid commissions

UpPromote lets you set tax on paid commissions, with the merchant or affiliate paying. Available from the Professional plan.

There are tax implications to consider when issuing commissions to your affiliates. How much tax to pay and how you pay them will greatly depend on where you live and work. In some regions (especially Germany and the EU), the tax rule must be strictly followed due to national tax regulations, so make sure you've done thorough research about taxes in your country. Merchants like you can be the ones who pay taxes, or affiliates pay themselves.

To select a tax option in UpPromote, go to **Settings** > **Payment >** **Tax > Tax on paid commissions.** If you set up a tax option, the tax information will be reflected on the paid transactions' details and invoices you and your affiliates exported from the app.

<figure><img src="/files/5Hb1TdjKm39hU8yoDDxn" alt="choose tax on paid commissions option"><figcaption></figcaption></figure>

If taxes on paid commissions are not required in your region, leave the settings as **None**. If not, you have the option to choose who pays tax: you (the merchant) or the affiliates.&#x20;

## Merchants pay taxes

If you select the **Merchant pays** option, the tax value will be accumulated with the total commission amount. The total commission amount you pay the affiliates will exclude the tax amount.&#x20;

There are two ways to set the tax value:&#x20;

<figure><img src="/files/Xn6TYVJ5pmKx8T7RdF80" alt="set up for merchants pay tax"><figcaption></figcaption></figure>

* **Fixed percentage for all affiliates:** a fixed rate applies to all affiliates who bring referral orders.
* **Percentage entered by affiliates**: each affiliate can enter their tax rate (according to their regions).

If you allow each affiliate to enter a tax rate, there will be an additional field in the Affiliate admin's  Payment settings. If affiliates do not enter the tax value, the tax will not be shown in the payment details.

<figure><img src="/files/TugDtzS5DUwy3BLMVXhh" alt="how the tax shown"><figcaption></figcaption></figure>

Once the settings are saved, the tax information will be displayed on the **Payments** tab before you process payments and on the details of the paid transactions.

<figure><img src="/files/C23UJy1MNBp1AgDpD0PG" alt="see the detail paid transaction"><figcaption></figcaption></figure>

If you turn on the **Export invoice** function, the tax information will also be shown on the exported invoices.

<figure><img src="/files/S0xX8PLzGZ0ZVoNab60L" alt="tax information on invoice"><figcaption></figcaption></figure>

## Affiliates pay

If you select **Affiliates pay**, the tax value will be included in the paid commission amount. It will be shown in the paid transaction's details and the exported invoices as **Tax (included)**.

<figure><img src="/files/gZZxspq9CB4aOT9nClYV" alt="how it shown if affiliate paid tax"><figcaption></figcaption></figure>

<figure><img src="/files/oYvAvKvtYAPioI0Vdojy" alt="invoice detail"><figcaption></figcaption></figure>

<figure><img src="/files/XtHMvagTPJckhKwW9eHM" alt="invoice pdf file"><figcaption></figcaption></figure>


# Affiliate request payment

Let affiliates request payouts from their approved balance in UpPromote. Set a minimum, review each request, then approve and pay or deny with a reason.

The **Affiliate Request Payment** feature lets you invite affiliates to proactively request a payout from their available balance, instead of waiting for a scheduled pay run. It gives partners transparency into what they can withdraw and creates a clear approval workflow for you—reducing back-and-forth and speeding up the payment cycle.

**Why use it**

* **Transparency:** Affiliates see exactly what’s available to withdraw and when it’s paid.
* **Control:** You decide what gets paid and when (with reasons for declines).
* **Efficiency:** One queue to process requests; fewer support tickets and manual follow-ups.
* **Flexibility:** Works with your configured payout methods (e.g., PayPal, Wise, bank transfer, store credit).
* **Auditability:** Every request has a status history (Pending → Paid or Declined).

**Extra amount (optional)**

* Affiliates can include a one-off **extra amount** (e.g., bonus top-up).
* They must provide a note (and an invoice/receipt if you require it).
* The extra amount is reviewed and approved/declined as part of the request total.

### Before you start (important rules)

* **Auto-payment schedule must be OFF.** The Request Payment feature can’t be enabled while an auto-payment schedule is active. Turn off your schedule first.

<figure><img src="/files/eUDpZeOleeA3aJShNK6h" alt="must turn off auto-payment beforehand"><figcaption></figcaption></figure>

* **New email template:** When you enable Request Payment, a new email template—**Denied payment request**—is automatically enabled for notifications.

<figure><img src="/files/gXrGRrBvNQMixwZ4MmO3" alt="the denied payment request template is now turned on"><figcaption></figcaption></figure>

### Setup Affiliate Request Payment

* Open **Settings → Payment → Affiliate request payment → Set up**.

<figure><img src="/files/WoJn9UXmdCwMUjsfEEd3" alt="set up affiliate request payment"><figcaption></figcaption></figure>

* Toggle **Enable affiliate request payment** on.
* In this settings, you have different configurations:
  * **Program to apply:** Choose **All programs** or select specific programs. Only affiliates enrolled in the chosen program(s) will see the **Request payment** option in their portal.
  * **Minimum affiliate commission (optional):** Set a threshold for **approved/unpaid** commission. Affiliates can submit a request only when their available amount meets or exceeds this minimum.
  * **Allow affiliates to request extra amount (optional):** If enabled, affiliates can add a one-off **extra amount** (e.g., shipping reimbursement or bonus) on top of their approved commission when submitting the request.
  * **Affiliate invoice type:** Decide how invoices are handled for payout requests:
    * **Generate the invoice automatically**\
      UpPromote creates a standardized invoice with request details when the affiliate submits. Fastest for teams that don’t need a custom invoice format.
    * **Allow affiliates to upload invoice files**\
      Affiliates must attach an invoice before the request can be submitted. Useful if your finance team needs a specific template or supporting documents.
* Click **Save**.

<figure><img src="/files/uefgllJP5ZMDg7oAxKoY" alt="fill in condition and apply"><figcaption></figcaption></figure>

### Affiliate Experience

**Where they see it:** On the affiliate **Dashboard**, eligible affiliates see a **Request payment** button alongside their **Approved commission**.

**Button states**

* **Enabled:** If approved & unpaid commission **≥ your set minimum**, the button is clickable.

<figure><img src="/files/8QIZzwnIkzoOv5YjBnDk" alt="enable button at customer account"><figcaption></figcaption></figure>

* **Disabled:** If it’s **below the minimum**, the button is shown but disabled (with a note showing the required amount).&#x20;

<figure><img src="/files/5VSftzHhVZTaAjiIROhb" alt="disable if the amount minimum is not met"><figcaption></figcaption></figure>

Or, affiliate has a **pending payment request**. You need to review that request so that affiliate can request another commission payout.

<figure><img src="/files/WniD4JUHR9GnAi6W17WZ" alt="or if there is another request pending"><figcaption></figcaption></figure>

**Request flow**

When eligible, affiliates click **Request payment** button. The form shows as follows:&#x20;

1. **Request extra amount** *(shown only if enabled by the merchant)*
   * Affiliate can enter an additional amount (e.g., reimbursement/bonus).
   * Counts toward the **request total**.
2. **Approved commission, Total referrals and total request amount**
   * Auto-filled with the affiliate’s **approved & unpaid** commission (read-only).
   * Total request amount = Approved commission request + Extra amount
3. **Invoice**
   * If **Invoice type = Affiliate uploads invoice**, an invoice file **must be attached** before submitting.
   * If auto-generated, no upload field is shown.
4. **Messages (required)**
   * Affiliate must enter a short **reason** for the request (e.g., “September payout + shipping reimbursement”).&#x20;
5. **Send request**

<figure><img src="/files/Yqpf2HfWzlnU81C737qA" alt="request payment form"><figcaption></figcaption></figure>

## Review affiliate payment requests

#### Before you start (important rules)

Approved referrals included in a request are **locked** while the request is **Pending**. You **cannot pay or undo them individually**. You must either **Approve & Pay** the whole request or **Deny** it.

#### Where to review requested payments

**Path:** **Payments → (Manual&#x20;*****or*****&#x20;In-app payment) → Requested payments**

* If the affiliate’s payout method is **PayPal Payouts / Wise (integrated)/ Store credit** → go to **In-app payment → Requested payments**.
* If the payout method is **Bank transfer / other manual** → go to **Manual payment → Requested payments**.

<figure><img src="/files/CijTx6DQiYV3kric7H76" alt="review requested payment"><figcaption></figcaption></figure>

Then, click the **Review payment** button to review affiliate's payment request. In the review request details, you will see:&#x20;

* **Approved commission** (auto-filled)
* **Extra amount** (if requested)
* **Total**
* **Payment method**
* **Affiliate invoice** (auto-generated or uploaded)
* **Affiliate message (reason)**

<figure><img src="/files/vKArfz9Iga2AhExSUTtP" alt="deny or mark as paid"><figcaption></figcaption></figure>

#### Actions

* **Deny:** Decline the request and enter a **denial reason**. The request is closed and locked referrals are released back to the balance.

<figure><img src="/files/TWkjZcaORAAr0x1PbBzB" alt="fill in reason for denial"><figcaption></figcaption></figure>

**Denied payment request** will be shown in the Paid referrals/History

<figure><img src="/files/tqwowJU0c3PSJPc1Y2oc" alt="how it show in the History tab"><figcaption></figcaption></figure>

* **Mark as paid:** Approve and pay the request.
  * **In-app payment**: processes via the integrated method.
  * **Manual**: record payment after you transfer externally.

<figure><img src="/files/An7Q7TOqvDQC1Ov2Pxnm" alt="how it shown if mark as paid"><figcaption></figcaption></figure>

#### Partial approval (extra amount)

You can **approve the commission** but **deny the extra amount** (if invoice is auto-generated by the app)

* Enter an **extra-amount denial reason**.
* The commission is paid; the extra amount is marked denied and not included in the payout.

<figure><img src="/files/BnTS2j002PQqo0kLnxch" alt="approve partially the amount"><figcaption></figcaption></figure>

**Note:**&#x20;

* If invoice is upload by affiliate, you cannot deny the extra amount.
* If you approve extra amount, system will create a referral and pay automatically.

## How affiliates see request results

#### Approved & paid payment request

* A **success banner** appears: “Your payment request was paid.”
* Clicking **View** opens **Payment details**, showing: approved commission, extra amount (if any), total paid, payment method, paid date, and the invoice.

<figure><img src="/files/gr9IDeAlht1zlglSQ7d7" alt="success banner at affiliate account"><figcaption></figcaption></figure>

#### Denied payment request

* A **denied banner** appears on the Dashboard.
* The affiliate also receives a **“Denied payment request”** email.
* **View** opens the request details with the **denial reason**.

<figure><img src="/files/aSYLeFQBlRfjqtnLpIEr" alt="denied banner"><figcaption></figcaption></figure>

<figure><img src="/files/b0QZZsPVJvWzWXJaE2jU" alt="denied email"><figcaption></figcaption></figure>

In the payment request details, affiliate can see the denied amount and reason:

<figure><img src="/files/hMpYlCYwgngGWF7Fphlq" alt="see the denied amount and reason in full"><figcaption></figcaption></figure>


# Display

Display tab


# How to create and filter custom columns

Customize which data columns appear in your UpPromote tables. Show or hide fields in the Affiliates, Referrals, Payouts, and Top affiliates views in a few clicks.

This new feature allows you to customize how to display the tables of information. It is available for **Affiliates**, **Referrals, Payouts** and the **Top affiliates** tables. The function may be helpful for you in affiliate program management as well as the decision-making process by viewing overall information.

You can now easily manage the information with 3 simple steps:

1\. Go to **Management** > **Affiliates**. \
2\. Click on **Custom Columns** button at the top of the table.

<figure><img src="/files/drtkph812pzV9rSUeANF" alt="custom collumns"><figcaption></figcaption></figure>

3\. Select the information you would like to display by ticking/unticking the check box and then click **Apply**.

<figure><img src="/files/xRuRrVh9jK6IPaYY55eH" alt="tick and untick checkbox to customize collumn"><figcaption></figcaption></figure>

It will then save new options and present the table with the exact information column(s) you chose.&#x20;

Kindly perform the same steps to manage the **Referrals, Payouts** and **Top affiliates** tables more efficiently to suit your business process.&#x20;


# UpPromote Home Dashboard

Learn what each section of the UpPromote Home dashboard does, from the performance overview and to-do list to your registration page and app extensions.

Home is the first page you see when you open UpPromote. It gives you a quick view of how your program is doing, the tasks waiting for you, and shortcuts to set things up.&#x20;

Each section is explained below, in the order it appears on the page.

<figure><img src="/files/JiVQMzxCdt9igas7LK16" alt="homepage dashboard uppromote"><figcaption></figcaption></figure>

### Overview

The Overview shows the key numbers for your program at a glance:

* **Affiliates:** how many affiliates you have
* **Clicks:** how many times affiliate links were clicked
* **Referrals:** how many referral orders came in
* **Sales:** the revenue from those referral orders

<figure><img src="/files/whReRLmWeMeZeWzkFo6W" alt=""><figcaption></figcaption></figure>

Use the **Today**, **7 days**, and **30 days** tabs to change the time range. For a deeper look at these numbers, open [Analytics](/management/analytics).

### To-do list

This section lists the tasks waiting for you, each with a link that takes you straight to the right page. You may see:

* [Referrals](/management/referrals) pending approval or denial
* [Affiliates](/management/affiliates) pending review
* Pending [manual payments](/management/payments/manual-payouts) and [in-app payments](/management/payments/in-app-payments)
* Pending [Wise payments](/management/payments/in-app-payments/wise-payouts) to review

Click any link to jump to that page and clear the task.

<figure><img src="/files/Ng2xlfdQSG9cEValfjsv" alt="to do list"><figcaption></figcaption></figure>

Kindly note that Pending payments will navigate to the Manual Payout page only. For PayPal Payout, please manually go to that page and review the pending payments there.&#x20;

### Promote your registration page

This is where you share your sign-up page and control how it looks.

* **Template in use:** see your current template, such as Trendy. Click **Customize** to edit it, or **Change template** to switch to another one.
* **Default program registration link:** copy or share the link affiliates use to join your program.&#x20;
* **Tips:** after affiliates register, they use the login link to reach their workspace.

To learn more about building this page, see [How to Set Up an Affiliate Registration Form](/management/affiliate-registration-form).

<figure><img src="/files/urVOYJa5qRcmTKpTtR0X" alt=""><figcaption></figcaption></figure>

If you find that the affiliate registration link, login link as well as network link with UpPromote domain are not a good fit for your brand, you can create a **Custom domain** for these links following [this instruction](https://docs.uppromote.com/set-up/custom-domain).&#x20;

### Get support

Home gives you four ways to get help without leaving the app:

* **Feature directory:** search and find any UpPromote feature.
* **Documents:** step-by-step guides, like the page you're reading now.
* **Blogs:** best practices to grow with affiliate marketing.
* **Video tutorials:** short videos that show you how to set up features.

<figure><img src="/files/KQS6A4OMMTKnDKAF7of6" alt="get support"><figcaption></figcaption></figure>

### App extensions

This section shows the UpPromote pieces added to your live Shopify theme, along with their status. Click **Configure** to set one up, or **Open theme** to manage it in your theme editor. You'll usually see:

* **UpPromote essentials:** the core embed that powers tracking on your store
* [**Message bar**](/settings/advance-settings/message-bar)**:** a banner that invites visitors to join your program
* [**Customer referral**](/outreach-1/affiliate-recruitment/customer-referral)**:** turn customers into affiliates after they buy
* [**Referral sign-up form**](/outreach-1/affiliate-recruitment/customer-referral/add-referral-signup-form-to-store-pages)**:** let shoppers sign up from your store pages

For full details, see [App extensions](/management/home/app-extensions).

### Frequently asked questions

#### Where do I see how my program is doing?

Start with the **Overview** on Home. For a deeper breakdown, open Analytics.

#### What is the to-do list for?

It gathers your pending tasks in one place, such as referrals to approve, affiliates to review, and payments to send. Each item links to the page where you handle it.

#### How do I change my registration page template?

In the **Promote your registration page** section, click **Customize** to edit your current template or **Change template** to pick a new one.&#x20;

#### Can I use my own domain for affiliate links?

Yes. Set up a custom domain so your registration, login, and network links use your brand instead of the UpPromote domain.

### Related articles

* [Custom Domain (White-Label)](/management/home/custom-domain)
* [App Extensions](/management/home/app-extensions)
* [UpPromote Analytics](/management/analytics)
* [How to Set Up an Affiliate Registration Form](/management/affiliate-registration-form)

*Last updated: June 2026*


# Custom domain (white-label)

Replace af.uppromote.com links with your own branded subdomain in UpPromote. Available in Professional plan or above.

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="customer referral new display options"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display?utm_source=document&#x26;utm_medium=custom-domain&#x26;utm_campaign=promotion"><em>Login to UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>

## Create your custom domain

If you want to have a custom domain for the **affiliate login page**, **affiliate registration form link,** or **network link** instead of the ones that start with af.uppromote.com, you can follow this instruction to change it.&#x20;

Go to the UpPromote account Home tab > **Custom domain** button, you will then see the Add domain popup.<br>

<figure><img src="/files/R6bBgPA5z3aeEAvZdyYb" alt="create custom domain"><figcaption></figcaption></figure>

<figure><img src="/files/Uyly3w3VRUFwNeHNdZyQ" alt="insert custom domain"><figcaption></figcaption></figure>

In order to create your own subdomain, make sure you've **created CNAME record** with your preferred subdomain and pointed it to our domain af-partners.uppromote.com with the steps below:

* Log in to your Domain system&#x20;
* Locate the DNS management tab
* Create a CNAME with the subdomain that you want to use and direct it to our hostname af-partners.uppromote.com , with:

  * type: CNAME
  * host: You can enter the domain that you want to use
  * value: af-partners.uppromote.com
  * TTL: default&#x20;

<figure><img src="/files/hA93uX3CD2Oe51AKmiY1" alt="create cname accordingly"><figcaption></figcaption></figure>

* Kindly wait 30 minutes for the CNAME record to be deployed after creating.
* Insert the custom domain in the field and press the **Submit** button.

**Example:** Your affiliate login link was <https://af.uppromote.com/boothstager/login>. If you create the **CNAME (subdomain)** such as **partners** and point it to af-partners.uppromote.com, you can then add the partners.boothstager.com as the Custom Domain and your affiliate login link will become partners.boothstager.com/login.&#x20;

## What to do after creating custom domain successfully?&#x20;

* The **direct registration link** will be automatically updated with the new domain.&#x20;
* Regarding the **affiliate login link**, its format will follow the example above and you can provide it to your existing affiliates by going to **Emails** tab > **Bulk email** > choose **Program** > Send emails manually to them to inform them about the new login link. Once affiliates sign in to their portals with the new link, their network links will also be updated accordingly.&#x20;


# App extensions

Manage UpPromote app extensions on your Shopify theme. Enable core tracking, the message bar, customer referral widgets, and signup forms from the Theme Editor.

## Understand UpPromote app extensions on your theme

App extensions help you show UpPromote features directly on your Shopify theme.

In the **App extensions** section in Home page, you can see which extension is currently active on your store theme and quickly go to Shopify Theme Editor to enable or manage it.

This guide explains:

* What each extension does.
* Where to configure it in UpPromote.
* What you need to do in the Shopify Theme Editor to make it appear on your storefront.

### 1. UpPromote essentials

#### What is it?

**UpPromote essentials** is the core tracking extension of UpPromote. It is used to support more reliable referral tracking through Web Pixel.&#x20;

You do not need to configure this feature inside UpPromote first. Just enable it on your theme, following the instructions below.

#### How to enable it on your theme

To enable it on your theme:

1. In Shopify Admin, go to **Online Store > Themes**
2. Click **Customize** on your current live theme
3. Open **App embeds**
4. Find **UpPromote essentials**
5. Turn it on
6. Click **Save**

We recommend that you do **NOT deactivate** UpPromote essentials to ensure seamless tracking.

### 2. Message bar

#### What is it?

**Message bar** displays a message at the top of your store so visitors know they are shopping through an affiliate link. UpPromote’s guide explains that it appears on top of the store on every page except checkout, and you can customize the message text, font size, text color, and background color.

#### What do you need to configure in UpPromote?

To prepare Message bar in UpPromote:

1. Go to **Displays > Message Bar**
2. Edit the message settings
3. Save your changes

You can also customize the design from the Message bar settings page.

#### How to enable it on your theme

Message bar needs **both** conditions below:

1. The **Message bar feature** must be configured and enabled in UpPromote.
2. The **Message bar app embed** must be turned on in your Shopify theme.

To enable it on the theme:

1. In the App extensions section, click **Activate** next to Message bar.&#x20;
2. The system will redirect you to the **Shopify theme editor** page.
3. The Message bar app embed will be **enabled** automatically.&#x20;
4. Click **Save** to successfully enable the Message bar on your theme.&#x20;

#### Learn more

For detailed setup and customization, see the [Message bar](https://docs.uppromote.com/settings/advance-settings/message-bar?utm_source=docs\&utm_medium=message-bar\&utm_campaign=app-extensions) guide. The official doc covers where to configure the message and how the feature behaves on storefront pages.

### 3. Customer referral

#### What is it?

**Customer referral** lets your customers refer friends without joining a normal affiliate program. It allows customers to promote your products and helps you grow sales through word-of-mouth.

This app embed allows you to display **Widget**, a floating popover on your website so customer can register for this Customer referral program via this widget.&#x20;

#### What do you need to configure in UpPromote?

To set up Customer referral widget:

1. Go to **Outreach > Affiliate recruitment > Customer referral > Set up**
2. Turn on the **Active** option to activate Customer referral
3. In the **Displays** section, enable the **Widget** option

#### How to show it on your theme

To show the **Customer referral widget** on your storefront, you need **both** conditions below:

1. The Customer referral **feature** must be active, and the **Widget** display must be enabled in UpPromote.
2. The Customer referral **app embed** must be turned on in your Shopify theme.

To enable it on the theme:

1. In the App extensions section, click **Activate** next to Customer referral.&#x20;
2. The system will redirect you to the **Shopify theme editor** page.
3. The Customer referral app embed will be **enabled** automatically.&#x20;
4. Click **Save** to successfully enable the Customer referral widget on your theme.&#x20;

Please note that after publishing a new theme, you need to re-enable the app embed on your theme and save to show Customer referral displays on your website.

#### Learn more

See the [Customer referral](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral?utm_source=docs\&utm_medium=cr-widget\&utm_campaign=app-extensions#id-1.-widget) guide to configure widget display and other feature settings.&#x20;

### 4. Referral signup form

#### What is it?

**Referral signup form** is a theme app block used for the **Customer referral** feature. It allows you to place a Customer referral signup form directly on a store page, so customers can join the referral program and get their referral link from that page.&#x20;

#### What do you need to configure in UpPromote?

To make this block work correctly, you need to:

1. Go to **Outreach > Affiliate recruitment > Customer referral > Set up**
2. Turn on **Customer referral**
3. In the **Displays** section, enable the signup form / landing-page style display for Customer referral

#### How to show it on your theme

Referral signup form needs **both** conditions below:

1. The **Customer referral feature** must be active, and the signup form display must be enabled in UpPromote
2. The **Referral signup form app block** must be added to a page/template in Shopify Theme Editor

To add it to your theme:

1. In Shopiy admin, go to **Online store > Themes**&#x20;
2. Click **Customize** on your live theme
3. Open the page or template where you want the form to appear
4. Click **Add block** on the left panel&#x20;
5. Choose **Referral signup form**
6. Save the theme

#### Learn more

* View the [Customer referral](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral?utm_source=docs\&utm_medium=cr-block\&utm_campaign=app-extensions) guide for feature setup and display settings
* Learn how to [Add Referral signup form to store pages](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral/add-referral-signup-form-to-store-pages?utm_source=docs\&utm_medium=cr-block\&utm_campaign=app-extensions) guide for a fuller storefront setup flow

### 5. Affiliate signup form

#### What is it?

**Affiliate signup form** is a theme app block that lets merchants show the affiliate registration form of the default program directly on a store page.

#### What do you need to configure in UpPromote?

For now, this block only supports the **Default program** on the merchant’s storefront theme.\
To make the block work:

1. Make sure the **Default program** is enabled in UpPromote
2. Configure the Default program settings as desired before adding the block to your store page
3. Contact UpPromote Support team via in-app live chat or email to <support@secomapp.com> so they can help you enable the app block option on your theme.&#x20;

#### How to show it on your theme

Affiliate signup form needs **both** conditions below:

1. The **Default program** must be enabled in UpPromote
2. The **Affiliate signup form app block** must be added to a page/template in Shopify Theme Editor

Once the support team has enabled this app block for you, here's how to add it to your theme:

1. In Shopify Admin, go to **Online Store > Themes**
2. Click **Customize** on your live theme
3. Open the page or template where you want the form to appear
4. Click **Add block**
5. Choose **Affiliate signup form**
6. Save the theme

#### Learn more

View our full guide on how to [create a landing page for Affiliate signup form](https://docs.uppromote.com/management/affiliate-registration-form/add-registration-form-to-storefront?utm_source=docs\&utm_medium=aff-block\&utm_campaign=app-extensions) and add the form to that newly created page. If you'd like to customize the form's look and content, see the guide [here](https://docs.uppromote.com/management/affiliate-registration-form/form-editor?utm_source=docs\&utm_medium=aff-block\&utm_campaign=app-extensions).&#x20;


# How to use analytics to grow your affiliate program

Track your affiliate program performance in the UpPromote Analytics dashboard: monitor clicks, sales, and commission, plus insights like CR, AOV, ROI, and CAC.

## What is the Analytics page for?

The **Analytics** page gives you a central dashboard to track how your affiliate programs are performing.

On this page, you can:

* Monitor key performance metrics over time
* Compare results across programs, affiliates, and tracking types
* Understand your commission costs and program profitability
* Identify top-performing affiliates and products

This dashboard includes:

* **Performance overview** – total affiliates, clicks, referrals, sales, commission
* **Performance insights** – CR, AOV, CPC, ROI, CAC
* **Commission breakdown** – commission by status: Pending, Approved, Paid
* **Referrals by tracking type** – referrals by Affiliate link, Coupon, Connected customers, Connected products and Others
* **Top affiliates by sales** – top 5 affiliates by sales & commission
* **Top products by sales** – top 5 products by quantity & revenue (if Product analytics feature is enabled)

## How filters work across the page

The Analytics page includes 4 filters: **Date**, **Network sales**, **Program**, **Affiliates**

* These filters apply to almost all data on the Analytics page (except where noted), including charts and tables.
* Each applied filter appears as a tag below the filter bar, so you can quickly see which conditions are active.

<figure><img src="/files/UE14uU9P0XsSGSQJgaKC" alt="filter in analytics"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Note**:

* *Top products by sales* section only uses the **Date** filter.
* **Program** and **Affiliate** filter cannot be used at the same time.
* All data is shown merchant's **store currency** and **browser timezone.**
  {% endhint %}

## Key performance metrics

### A. Performance overview

This section includes an area line chart that shows the trend over time for the selected metric.

To use this section:

* Click a metric card to display its corresponding trend chart
* Use the time unit option to switch between **Day**, **Week**, **Month**, or **Quarter**, depending on how you want to view the trend over time.

<figure><img src="/files/5AkkUO7jQGc5ZyP44EnK" alt="performance overview standard"><figcaption></figcaption></figure>

#### **Total affiliates**

The number of affiliates who joined your program during the selected time period.&#x20;

Not&#x65;**:**&#x20;

* **Inactive** affiliates are excluded from *Total affiliates.*

#### **Total clicks**

The total number of clicks generated from affiliate links during the selected time period.

#### **Total referrals**

The number of referrals recorded during the selected time period.

Note:&#x20;

* **Denied** referrals are excluded from *Total referrals*.
* Refund referrals are excluded from *Total referrals*.&#x20;
* If a full refund occurs and the refund referral is **Approved** or **Paid**, the original referral is also excluded from this metric.

#### **Total sales**

The total revenue generated from affiliate-driven orders during the selected time period.

Note:

* Sales from **Denied** referrals is excluded from *Total sales*.
* Sales from **Network referrals** are always excluded from *Total sales*, even if the **Network sales** filter is set to **Including**.

#### **Total commission**

The total amount of commission earned by affiliates during the selected time period.&#x20;

Note:

* Commission from **Denied** referrals is excluded from *Total commission*.

### B. Performance insights

This section includes an area line chart that shows the trend over time for the selected metric.

To use this section:

* Click a metric card to display its corresponding trend chart
* Use the time unit option to switch between **Day**, **Week**, **Month**, or **Quarter**, depending on how you want to view the trend over time.

<figure><img src="/files/7iJRGLXhsnjHH3nFWvwW" alt="performance insights"><figcaption></figcaption></figure>

#### Conversion rate (CR)

**What it means:** The percentage of affiliate link clicks that resulted in a referral. A higher CR means your affiliates are sending high-quality, targeted traffic.

> CR (%) = (Number of referrals from affiliate link / Number of clicks) × 100

#### Average order value (AOV)

**What it means:** How much the average referred customer spends per order. Higher AOV means affiliates are attracting higher-value buyers.

> AOV = Total sales / Total referrals

#### Commissions per click (CPC)

**What it means:** How much commission value, on average, each click generates. Helps you identify which affiliates deliver the best-quality traffic.

> CPC = Total commission / Total clicks

#### Return on investment (ROI)

**What it means:** For every dollar you pay out in commissions, how many dollars of revenue do you get back?

> ROI = (Total sales / Total commission) x 100

#### Customer acquisition cost (CAC)

**What it means:** How much you spend in affiliate commissions to acquire each brand-new customer. Lower CAC = more efficient customer acquisition.

> CAC = Total commission / Number of new customers

### C. Commission breakdown

<figure><img src="/files/LgsoNWYrgaMB8g819vKA" alt="commission breakdown in pending, approved and paid"><figcaption></figcaption></figure>

This section shows a bar chart with total commission grouped by referral status: **Pending**, **Approved**, and **Paid**.&#x20;

Data follows the selected time period and applied filters. You can hover each bar to view the exact commission value for each status.

### D. Referrals by tracking type

<figure><img src="/files/yd3tufBW0o6axdb6pr3e" alt="referral orders by tracking types"><figcaption></figcaption></figure>

This section shows a bar chart with the number of referrals by source, including **Affiliate link**, **Coupon**, **Connected customers**, **Connected products**, and **Others**.

Data follows the selected time period and applied filters. You can hover each bar to view the exact number of referrals for each tracking type.

### E. Top affiliates by sales

<figure><img src="/files/eJKbCc2PuuZV7R07bF7k" alt="top affiliate table"><figcaption></figcaption></figure>

This section helps you quickly identify top 5 affiliates bring in the most revenue during the selected time period and applied filters.

Click **View details** to view the full affiliate list and review more affiliate data in detail. Learn more about the *Affiliate analytics* [here](/management/analytics/affiliate-analytics).

### F. Top products by sales

To activate this feature, click **Activate it now** and turn on **Product analytics** on the *Product analytics* s*ettings* popup. Then click **Sync orders** to allow our system to get product statistics on your shop.

<figure><img src="/files/7Cvvt2SidZm5SWU07WLP" alt="allow tracking and reporting top product by sales"><figcaption></figcaption></figure>

<figure><img src="/files/edk026FVIsClK3O9wZ8h" alt="top product by sales showcase"><figcaption></figcaption></figure>

This section shows top 5 products bring in the most revenue during the selected time period.&#x20;

To view the full product list, click **View details** to open the *Product analytics* page. Learn more about *Product analytics* [here](/management/analytics/product-analytics).&#x20;

{% hint style="warning" %}
**Note**: **Product analytics** is available from **Professional** plan.
{% endhint %}


# Affiliate analytics

Compare affiliate performance side by side in UpPromote. Track clicks, sales, and commission per affiliate, review CR, AOV, ROI, and CAC, and export the data.

The **Affiliate analytics** page gives you a broader affiliate-level breakdown so you can compare results across affiliates and identify your top performers more easily.

<figure><img src="/files/oSSxweZowDWmnfMCmZpJ" alt="top affiliate table comparision"><figcaption></figcaption></figure>

In this page, you can:

* Compare affiliates side by side
* See which affiliates generate the most clicks, referrals, sales, and commission
* Review efficiency metrics such as CR, AOV, CPC, ROI, and CAC
* Identify affiliates who bring in new customers
* Export affiliate performance data for further review


# Product analytics

Use UpPromote Product analytics to find your best-selling products by period, compare their sales performance, and control product data visibility for affiliates.

The **Product analytics** page helps you understand which products generate the most sales in your store during a selected time period. It gives you a product-level view so you can quickly identify your best-selling products and compare their sales performance in one place.

<figure><img src="/files/jXqq6xN8WOmNyzsu645q" alt="top products report"><figcaption></figcaption></figure>

To activate this feature, click **Activate it now** in *Analytics* page and turn on **Product analytics** on the *Product analytics settings* popup. Then click **Sync orders** to allow our system to get product statistics on your shop.

<figure><img src="/files/DzdmeX4vAtLbFer1UP6b" alt="enable product analytics"><figcaption></figcaption></figure>

You can choose 1 of 3 visibility options in the **Display on Affiliate Dashboard** field:

* **None**: Affiliates cannot see any product analytics data on their affiliate accounts
* **Products referred by affiliate**: Each affiliate only sees analytics for products they referred
* **All products in store**: Affiliates can see analytics for all products sold in your store

<figure><img src="/files/OzpJzRnbWiFlve7bigIN" alt="choose display options"><figcaption></figcaption></figure>

If you choose **Products referred by affiliate** or **All products in store**, an **Order items** table will appear on the affiliate account's dashboard and affiliates can see product analytics data here.

<figure><img src="/files/nGWM6Yct6I4Bt0TCHJWO" alt="how it look in affiliate account"><figcaption></figcaption></figure>


# Creator Discovery

Use UpPromote's Creator Discovery to find influencers across Instagram, TikTok, and YouTube without third-party tools, with audience data and authenticity scores.

#### About Creator Discovery

Creator Discovery is a built-in search and analytics tool that helps merchants find, evaluate, and manage creators across Instagram, TikTok, and YouTube — all within UpPromote.

Instead of manually browsing social media or juggling third-party tools, you can search creators by username or email, filter by performance metrics and audience demographics, review in-depth profile analytics, and save candidates to curated lists — without leaving the app.

💡 Why use Creator Discovery?

* Find the right fit faster — Search across three major platforms with targeted filters by niche, follower count, engagement rate, location, and more
* Make data-driven decisions — Access detailed analytics including audience demographics, fake follower estimates, and content performance before reaching out
* Stay organized — Save shortlisted creators to a List and add internal notes for team collaboration
* Streamline your workflow — Go from discovery to affiliate onboarding without switching tools

***

#### How It Works

1. Open the Discovery Hub and select your target platform (Instagram, TikTok, or YouTube).
2. Search by username or email, and apply Advanced Filters to narrow results.
3. Browse the result list and click any creator card to preview their profile.
4. Open the Full Creator Report for in-depth analysis before making a decision.
5. Save promising creators to a List and reach out to them directly to begin onboarding.

***

#### How to Use Creator Discovery

**Step 1: Open the Discovery Hub**

From your UpPromote dashboard, you can see Creator Discovery in the menu navigation.

The Discovery Hub is your main workspace. From here, you can select a platform, run a search, access your saved List, and review previously viewed creator profiles.

<figure><img src="/files/EKwtT50asc2NDYGfgFo9" alt="Find creators"><figcaption></figcaption></figure>

***

**Step 2: Search for Creators**

Creator Discovery supports Standard Search — search by username or email address, combined with Advanced Filters for precise targeting.

To run a search:

1. Select a platform: Instagram, TikTok, or YouTube.
2. Enter a username or email in the search bar, or leave it blank to browse using filters only.
3. Click Search to see results.

Use Advanced Filters to refine results by performance metrics, audience demographics, content topics, and account attributes.

💡 You can switch platforms at any time. Each platform has its own filter set tailored to that platform's metrics.

<figure><img src="/files/Zweysyh5S5aM2XrCjQFP" alt="filter by platform"><figcaption></figcaption></figure>

***

**Step 3: Review Search Results**

Search results appear as a list of creator cards, each showing a quick summary: profile name, handle, platform, follower count, engagement rate, and primary audience location.

Click any card to open the Creator Profile panel on the right.

***

**Step 4: View the Creator Profile**

The Creator Profile panel gives you a quick preview of a creator's key information without leaving the search results page.

From the profile panel, you can:

* View basic stats and audience overview
* Browse Popular Posts to evaluate content quality and style
* See Lookalikes — similar creators you might also consider
* Check Collaboration history
* Save to a List or add Internal Notes for your team

💡 Use Internal Notes to record your outreach status, team feedback, or any relevant context about this creator.

<figure><img src="/files/53fvujVLT9By2XJjCzrr" alt="see creator profile"><figcaption></figcaption></figure>

***

**Step 5: Open the Full Creator Report**

For deeper analysis before committing, open the Full Creator Report from the profile panel.

The Full Report includes:

* Audience Demographics — Age, gender, and geographic breakdown of the creator's followers
* Fake Follower Estimate — An authenticity score indicating the proportion of real vs. suspicious followers
* Growth Metrics — Follower growth trend over time
* Content Performance — Average engagement, top-performing content, and posting frequency

You can also export the report as a PDF to share with your team or save for your records.

Viewing Creator Profiles are counted toward your Creator Discovery usage quota.&#x20;

***

**Step 6: Save Creators to a List**

Once you've identified a promising creator, save them to a List to keep things organized.

To save a creator:

1. From the profile panel, click Save to List.
2. Click Save.

To manage your List:

Go to the Lists tab in the Discovery Hub to view all your saved creators. You can remove individual creators from the list at any time.

<figure><img src="/files/34Kw3THQ60roVbjK7B0y" alt="creator list"><figcaption></figcaption></figure>

***

#### Next Steps: Connect with Creators

Found someone you'd like to work with? Reach out to them directly via email, DM, or any channel you prefer.

Notes: In this current version, Creator Discovery haven't included a built-in outreach tool yet.

<br>


# UpCreator Terms and Conditions

Welcome to UpCreator by UpPromote.

These Terms explain how merchants can use UpCreator to discover, evaluate, connect with, and be discovered by creators. UpCreator includes multiple features and experiences, including creator search, creator analytics, recommendation, matching, and brand visibility.

By using UpCreator, subscribing to a paid UpCreator feature, using creator search or analytics, enabling brand visibility, or allowing your brand, campaign, offer, or affiliate program information to be displayed, recommended, or matched with creators, you confirm that you have read, understood, and agreed to these Terms.

### 1. Definitions

Merchant / Brand means a brand, merchant, Shopify store, or business that operates an active Shopify store and has an active UpPromote merchant account or otherwise uses UpPromote services.

Creator / Affiliate means an individual or entity, including but not limited to an influencer, content creator, reviewer, publisher, affiliate, or partner, who may be discovered, evaluated, contacted, recruited, matched with, or collaborate with merchants through UpCreator or other UpPromote services.

UpCreator means UpPromote’s creator discovery, analytics, recommendation, and matching hub. UpCreator is designed to help merchants discover and evaluate relevant creators, and to help creators discover relevant brands, campaigns, offers, or affiliate programs.

Creator Discovery means a feature within UpCreator that allows merchants to search, evaluate, save, manage, and review creators across supported platforms such as Instagram, TikTok, and YouTube.

Brand Profile means information about a merchant or brand that may be displayed or used within UpCreator, including brand name, logo, Shopify store information, product categories, brand description, campaign information, offer information, commission terms, eligibility criteria, and other information provided by the merchant or available within UpPromote.

Campaign / Offer / Affiliate Program means an affiliate program, promotional opportunity, campaign, collaboration opportunity, or other proposal made available by a merchant to creators through UpCreator or other UpPromote services.

Default Program means the merchant’s default affiliate program within UpPromote. If the merchant has multiple programs, campaigns, or offers, the Default Program may be used as the primary program for brand visibility in UpCreator during the current phase, unless another program selection option is made available by UpPromote and selected by the merchant.

Full Report means the detailed creator analytics report available within UpCreator, which may include audience demographics, follower data, engagement rate, fake follower indicators, growth data, content performance, and other creator-related insights.

### 2. Scope of UpCreator

UpCreator is designed to help merchants and creators find relevant collaboration opportunities.

UpCreator may include features that allow merchants to:

* Search for creators.
* Review creator profiles and analytics.
* Save creators to lists.
* Add internal notes.
* Export individual reports for internal review where supported.
* Evaluate creators as potential affiliates, partners, or collaborators.
* Enable brand visibility so creators can discover relevant brands, campaigns, offers, or affiliate programs.
* Receive or generate recommendations and matches between brands, offers, programs, and creators.

UpPromote provides the platform, interface, discovery experience, analytics access, recommendation logic, matching support, and related workflows. UpPromote does not act as a talent agency, creator management agency, employer, agent, broker, guarantor, or legal representative of any creator.

### 3. Eligibility and Brand Visibility Consent

To participate in UpCreator, a merchant must operate an active Shopify store, have an active UpPromote merchant account or otherwise use UpPromote services, and have sufficient brand, store, campaign, offer, or affiliate program information available within UpPromote.

By enabling brand visibility in UpCreator or accepting these Terms, the merchant authorizes UpPromote to use, process, and display relevant information related to the merchant’s brand, Shopify store, campaign, offer, and affiliate program for the purpose of operating, displaying, recommending, matching, and improving UpCreator.

This may include:

* Displaying the merchant’s Brand Profile within UpCreator.
* Helping creators discover relevant brands, campaigns, offers, or affiliate programs.
* Matching the merchant’s brand, campaign, offer, or affiliate program with potentially relevant creators.
* Recommending the merchant’s brand or offer within UpCreator or related UpPromote experiences.
* Ranking, categorizing, personalizing, or optimizing discovery and recommendation experiences.
* Using relevant performance signals internally for matching, ranking, analytics, fraud prevention, quality control, or product improvement.

The information used may include brand name, logo, Shopify store information, product categories, brand or product descriptions, campaign or offer information, commission terms, participation requirements, cookie window, payout terms, and relevant performance-related signals available within UpPromote.

UpPromote will not intentionally display confidential business information, sensitive financial information, private merchant account information, or non-public performance data unless such information is intended to be shown to creators, has been provided for display, or is otherwise permitted under applicable agreements, settings, consents, or policies.

### 4. Default Program for Brand Visibility

If a merchant has multiple affiliate programs, campaigns, or offers within UpPromote, only the merchant’s Default Program will be considered for display, recommendation, and matching in UpCreator during the current phase, unless another program selection option is made available by UpPromote and selected by the merchant.

Acceptance of these Terms does not mean that all of the merchant’s programs, campaigns, or offers will automatically be displayed, recommended, or matched in UpCreator.

If the merchant changes its Default Program within UpPromote, the program information used for UpCreator may be updated based on the latest Default Program data available in the UpPromote system.

Merchants are responsible for ensuring that their Default Program information is accurate, up to date, lawful, and suitable for being shown or recommended to creators through UpCreator.

### 5. Existing UpPromote Merchants

For merchants who already use UpPromote, UpPromote may use existing data available within the UpPromote system to identify eligible brands, prepare draft profiles, improve internal matching, or recommend setup actions for UpCreator.

However, unless otherwise permitted by applicable terms, settings, or prior consent, such merchants should not be publicly displayed in UpCreator as participating brands until they have accepted these Terms, enabled brand visibility, or otherwise provided appropriate consent.

A merchant’s previous use of UpPromote services does not automatically mean that the merchant has agreed to public visibility in UpCreator, unless the merchant has accepted terms, settings, or consent language that clearly covers UpCreator or related creator discovery and matching experiences.

### 6. Creator Data Sources and Availability

Creator data displayed in UpCreator may include publicly available data from supported platforms such as Instagram, TikTok, and YouTube.&#x20;

UpPromote does not independently collect, verify, or guarantee the accuracy or completeness of creator data. Creator data may include follower counts, engagement rates, audience demographics, fake follower indicators, growth data, content performance, and other analytics depending on availability.

Creator data may be unavailable, incomplete, outdated, inaccurate, delayed, or temporarily inaccessible due to creator account changes, social platform restrictions, technical issues, or service downtime.

UpPromote does not provide service-level guarantees for data availability, accuracy, completeness, freshness, or uninterrupted access.&#x20;

### 7. Permitted Use of Creator Data

Merchants may use creator profiles and analytics obtained through UpCreator for legitimate business purposes directly related to identifying, evaluating, contacting, managing, recruiting, or collaborating with potential affiliates, creators, or marketing partners for their own store.

Permitted uses may include:

* Searching for creators relevant to the merchant’s brand or products.
* Reviewing creator analytics to support partnership decisions.
* Saving creators to lists for internal review.
* Adding internal notes for the merchant’s team.
* Exporting individual reports for internal business review where supported.
* Contacting creators for lawful and relevant affiliate, partnership, or collaboration purposes.

### 8. Prohibited Use of Creator Data

To protect creators, data partners, merchants, and the integrity of UpCreator, merchants must not:

* Sell, share, license, transfer, or disclose creator data to third parties without proper authorization.
* Build databases, datasets, or commercial lists by bulk-extracting creator information from UpCreator.
* Scrape, crawl, automate, or use bots or scripts to extract data from UpCreator or UpPromote.
* Use creator data for credit, employment, insurance, housing, lending, or similar eligibility screening.
* Use demographic data, including age, gender, ethnicity, location, or audience attributes, in a discriminatory, unlawful, or unfair manner.
* Spam creators or contact them with misleading, abusive, irrelevant, excessive, or unlawful messages.
* Contact creators in a way that violates anti-spam laws, privacy laws, consent requirements, or reasonable privacy expectations.
* Use creator information to bypass UpPromote’s platform, tracking, or intended workflows.
* Use creator data for purposes unrelated to the merchant’s own campaign, offer, affiliate program, or collaboration opportunity.

Violations may result in feature restriction, plan suspension, account suspension, removal from UpCreator, or other enforcement actions.

### 9. Merchant Responsibilities

Merchants are responsible for ensuring that all information provided through Shopify, UpPromote, UpCreator, or any related campaign, offer, or affiliate program setup is accurate, complete, up to date, lawful, and not misleading.

Merchants must ensure that their products, services, campaigns, offers, claims, promotional materials, creator instructions, commission terms, payout rules, approval criteria, and collaboration requirements comply with applicable laws, advertising standards, platform policies, Shopify’s applicable terms, and UpPromote policies.

If a creator participates in a commission-based campaign, offer, or affiliate program, the merchant is responsible for paying all valid commissions in accordance with the terms published, agreed, or made available to the creator.

Merchants must not change commission terms, reject valid referrals, remove creators, or delay valid payments in bad faith for the purpose of avoiding payment obligations.

Where creators are compensated, receive free products, receive discounts, earn commissions, or have another material connection with the merchant, the merchant is responsible for providing appropriate guidance so that creators can make required disclosures in accordance with applicable laws and platform rules.

### 10. Brand-Creator Relationship and UpPromote’s Role

Creators are independent individuals or entities. UpPromote does not employ, control, supervise, direct, or legally represent creators.

UpPromote provides tools and platform experiences to help merchants discover, evaluate, contact, recruit, recommend, or match with creators. UpPromote does not guarantee that any creator is suitable, authentic, available, professional, compliant, responsive, or able to deliver expected outcomes.

Merchants are solely responsible for reviewing, evaluating, approving, rejecting, managing, and communicating with creators. This includes assessing whether a creator is suitable for the merchant’s products, campaign objectives, target market, compliance requirements, content standards, and business expectations.

Merchants are also responsible for providing campaign briefs, product information, content requirements, disclosure instructions, legal requirements, approval rules, payment terms, and any other instructions or expectations communicated to creators.

Any direct sponsorship, content booking, collaboration, payment arrangement, commercial arrangement, intellectual property arrangement, dispute, or agreement between a merchant and a creator outside UpPromote’s supported workflows is solely the responsibility of the merchant and the creator.

### 11. No Guarantee and Limitation of Responsibility

UpPromote does not guarantee that use of UpCreator will result in any specific outcome, including but not limited to creator discovery quality, creator applications, creator matches, creator approvals, creator responses, creator availability, content delivery, content quality, traffic, referrals, orders, conversion rate, revenue, GMV, profit, brand awareness, or any other commercial, marketing, or business result.

Search results, creator reports, analytics, scores, matches, recommendations, and related insights are provided to support discovery and decision-making only. They do not constitute a guarantee, endorsement, representation, warranty, or certification regarding any creator’s suitability, authenticity, audience quality, performance, professionalism, availability, conduct, content quality, legal compliance, platform compliance, or ability to deliver results.

To the maximum extent permitted by applicable law, UpPromote is not responsible or liable for:

* Business decisions made based on creator data, analytics, matches, or recommendations.
* Creator selection, campaign outcomes, partnership results, or collaboration performance.
* Any creator’s acts or omissions, communication or lack of response, content, content quality, content delivery, claims, endorsements, failure to follow instructions, non-compliance, misuse of products or brand assets, fraudulent behavior, or failure to generate expected results.
* Indirect, incidental, special, consequential, reputational, or lost revenue damages arising from use of the features.

UpPromote may, at its discretion, provide support, mediation, investigation, enforcement, or platform-level actions in certain cases. Such actions do not create an obligation for UpPromote to monitor, manage, control, verify, or resolve all creator-related issues, disputes, communications, content, payments, or collaborations.

### 12. Privacy and Data Protection

When merchants access creator profiles or analytics, they may be handling personal data about real individuals. Merchants are responsible for using creator data lawfully, including complying with applicable privacy and data protection laws such as GDPR, Vietnam’s Personal Data Protection Decree, and any other applicable laws in the merchant’s region.

If merchants contact creators, they must do so in a way that respects privacy, consent requirements, communication laws, anti-spam laws, and reasonable privacy expectations.

UpPromote may process relevant merchant, brand, store, campaign, offer, affiliate program, creator, and performance-related information for the purposes described in these Terms and in accordance with applicable privacy policies, data protection terms, and legal requirements.

Merchants are responsible for ensuring that any personal data they provide to UpPromote, or use through UpCreator, is collected, shared, stored, and used lawfully.

### 13. Service Reliability

UpPromote aims to keep UpCreator and related features reliable. However, feature availability may be affected by social platform restrictions, infrastructure issues, technical errors, maintenance, account changes, or other events outside UpPromote's direct control.

Certain functionality may be temporarily unavailable if a social platform experiences downtime, changes access rules, limits data availability, or restricts related services.&#x20;

UpPromote may communicate known extended disruptions through in-app messages, email, or other reasonable channels where appropriate.

### 14. Platform Integrity and Enforcement

Merchants must not engage in conduct that may harm creators, users, UpPromote, UpCreator, or the broader UpPromote ecosystem.

This includes, but is not limited to:

* Providing false, misleading, incomplete, or outdated information.
* Misrepresenting product quality, pricing, availability, claims, benefits, commission, payout terms, approval rules, or campaign requirements.
* Changing commission or campaign terms in bad faith.
* Avoiding or delaying valid commission payments.
* Manipulating, interfering with, or bypassing UpPromote’s tracking system.
* Misusing creator information.
* Scraping or bulk-exporting creator data.
* Contacting creators in a spammy, abusive, misleading, unlawful, or irrelevant manner.
* Promoting products, services, or claims that violate applicable laws, platform policies, or advertising standards.
* Interfering with the operation, security, data, infrastructure, or reputation of UpPromote.

UpPromote may remove, restrict, suspend, or terminate access to UpCreator, Brand Profiles, Campaigns, Offers, affiliate programs, report access, plan access, or merchant accounts if a merchant violates these Terms, misuses creator data, fails to pay valid commissions, creates legal or reputational risk, receives repeated or serious complaints, or negatively affects the trust, fairness, safety, or quality of the UpPromote ecosystem.

### 15. Updates to These Terms

UpPromote may update these Terms from time to time as UpCreator evolves. Where material changes are made, UpPromote may notify merchants through appropriate channels, including in-app notification, email, or other reasonable communication methods.

Continued use of UpCreator after updated Terms become effective constitutes acceptance of the revised Terms, unless otherwise required by applicable law.

UpPromote may require merchants to accept updated terms or provide additional consent before enabling or continuing public visibility on UpCreator or accessing certain paid features.

If a merchant disagrees with an update, the merchant may stop using the relevant feature or cancel the applicable plan where available.

### 16. Contact Us

Questions about these Terms, billing, creator data, feature access, or brand visibility can be sent through:

* In-app chat.
* Email: <support@uppromote.com>

### 17. Acknowledgment

By using UpCreator, subscribing to a paid UpCreator feature, using creator search or analytics, enabling brand visibility, or accepting these Terms, the merchant confirms that:

* The merchant operates an active Shopify store and uses UpPromote services.
* The merchant understands that UpCreator helps merchants search, evaluate, and connect with creators, and also helps brands and creators discover and match with each other.
* The merchant authorizes UpPromote to use and display relevant brand, Shopify store, campaign, offer, and affiliate program information for creator discovery, recommendation, and matching purposes where brand visibility is enabled.
* The merchant understands that if the brand has multiple programs, UpPromote may currently use the Default Program as the primary program for brand visibility unless another program selection option is made available by UpPromote and selected by the merchant.
* The merchant understands that accepting these Terms does not mean all programs, campaigns, or offers will automatically be displayed, recommended, or matched in UpCreator.
* The merchant understands that creator data may be unavailable, incomplete, delayed, inaccurate, or subject to platform restrictions.
* The merchant understands that UpCreator is a discovery, analytics, recommendation, and matching tool only and does not act as a talent agency, creator management agency, employer, agent, representative, broker, or guarantor of any creator.
* The merchant understands that creators are independent individuals or entities, and UpPromote does not control, supervise, or guarantee their actions, content, communication, availability, performance, compliance, or results.
* The merchant is responsible for evaluating, approving, managing, and communicating with creators, as well as any collaboration, agreement, payment, content requirement, or dispute outside UpPromote’s supported workflows.
* The merchant is responsible for using creator data lawfully and complying with applicable privacy, advertising, disclosure, anti-spam, and platform requirements.
* UpPromote does not guarantee any specific business outcome from using UpCreator or related UpPromote services.


# Coupons

Learn how coupon tracking works in UpPromote. Assign coupon codes to affiliates so any order using them becomes a referral, and see how to turn the feature on.

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="customer referral new display"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display?utm_source=document&#x26;utm_medium=coupons&#x26;utm_campaign=promotion"><em>Login to UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>

## Why track by coupons?

Coupon seems to be one of the most popular promotion methods in affiliate marketing. It is recorded by Mediakix in 2023 that 83% of shoppers said that discount codes can influence their purchasing decisions while 97% of US consumers say they look for deals when they shop.

In fact, over 50% of **UpPromote** users provide their affiliate team with coupons as a promotion method and nearly half of the transactions recorded in the system are through coupon codes. It can be seen that even though coupon tracking is not the primary method, it’s gaining massive popularity among the usage of merchants who want to grow with affiliate marketing.

**Tracking by Coupon** allows your affiliates to promote your shop through coupon codes. You can give each affiliate one or more coupon codes and any order made using any of those coupons would become a referral order.

## Activate Tracking by coupons

To activate the **Tracking by coupon** feature, visit **Settings** > **Affiliate link & coupon** > Switch on **Tracking by coupon** > **Save.**

<figure><img src="/files/UqNMjEOU792bHchix5Pf" alt="allow tracking by coupon"><figcaption></figcaption></figure>

## How does it work?

When a customer uses an affiliate coupon on their order, the customer will get a discount. At the same time, the system will record it as a referral order and the affiliate will get a commission for it.

Below is a video that includes everything you need to know about how Coupons work and how to set up Coupons in UpPromote.

{% embed url="<https://www.youtube.com/embed/rrTZj87_Ack?si=UDMW9kbXsaIQCjVT>" %}

{% hint style="info" %}
All detailed instructions on how to assign/create coupons for affiliates are also included in this [document](/motivation/coupons/assign-coupons).
{% endhint %}

<figure><img src="/files/k8i8qIzXR4nlKl4vJW5g" alt="promotion banner"><figcaption><p><a href="https://apps.shopify.com/foxify-builder?utm_source=UpPromote&#x26;utm_medium=docs&#x26;utm_campaign=partnership&#x26;utm_content=banner">GET 30% OFF DISCOUNT</a></p></figcaption></figure>


# Assign coupons to affiliates

Learn how to assign coupons to affiliates in UpPromote, automatically or manually. Create a new discount code in-app or link an existing Shopify coupon.

There are **two ways** to assign a coupon to an affiliate: automatically and manually.

* To **automatically** generate coupons for your affiliates, please read [this document](https://affiliateapp-docs.secomapp.com/set-up/settings/auto-generate-coupon).
* To **manually** assign coupons, open the app and go to **Motivation** > **Coupons** > **Manage coupons**  > **Add coupon.** There are 2 options: **Add a new coupon** or **Use an existing coupon.**

### **Add a new coupon**

<mark style="color:red;">UpPromote</mark> helps you create a discount code within the app and assign that code to an affiliate.

Follow the steps below to create and assign a coupon to an affiliate within <mark style="color:red;">UpPromote</mark>:

1. Select an affiliate that you want to assign a new coupon to.&#x20;

<figure><img src="/files/8dYeqpy7DsK21N2wl71l" alt="add coupon to affiliate"><figcaption></figcaption></figure>

2. Enter the coupon name in the **Coupon code** section. Make sure that it is different from any existing codes in your Shopify discounts.&#x20;
3. Choose a **discount type** for the coupon.

<figure><img src="/files/BWmBqsjVKtT2lkAAhvh9" alt="choose discount type"><figcaption></figcaption></figure>

There are 3 types:

* **Order discount**: give customers a discount on an entire order.
* **Product discount**: give customers a discount that is applied to specific products/collection
* **Free shipping**: offer free shipping to customers in all or specific countries.

4. Set discount value for the coupon.

* If you choose the **Order discount** type, set a fixed value or a percentage off an order.
* If you choose the **Product discount** type, set a fixed value or a percentage off the products or collections. You then need to choose *specific products* or *collections* that are eligible for the discount.

<figure><img src="/files/tMSh97SeKWatuVO9Ktbn" alt="fill in type and condition"><figcaption></figcaption></figure>

* If you choose the **Free shipping** type, you can leave *All countries* selected or choose *specific countries* that you want the coupon to apply to. There’s no need to set a discount value for this discount type.

5. *(Optional)* To allow the coupon to be used in combination with other Shopify discounts on the same order, you can select discount types to combine in the **Combinations**:

* If your coupon is **Product discount** or **Order discount**, you can select to combine it with other **Product discounts**, **Order discounts** and **Free shipping discounts.**

<figure><img src="/files/uOLKFUk3LfVDkn9TM5ID" alt="add combination discount"><figcaption></figcaption></figure>

* If your coupon is **Free shipping**, you can only select to combine it with other **Product discounts** and **Order discounts**.

<figure><img src="/files/5R8pprHAcxldPQSVlFfU" alt="example"><figcaption></figcaption></figure>

6. *(Optional)* If you want to set a minimum purchase requirement for the coupon, you can select an option in the **Minimum purchase requirements** (Minimum purchase amount or Minimum quantity of items):

<figure><img src="/files/39hvhJJJLV8OMVWcm1hT" alt="set minimum requirement to applied coupon"><figcaption></figcaption></figure>

* Select **Minimum purchase amount** to require customers to spend a minimum purchase amount to use the discount.&#x20;
* Select **Minimum quantity of items** to require customers to purchase a minimum number of products to use the discount.&#x20;
* If you don’t need any purchase requirements, leave it as **No minimum requirements**.&#x20;

7. *(Optional)* To limit coupon usage, check **Limit to one use per customer** to limit the coupon to one use per customer by tracking a customer's email address or phone number.

<figure><img src="/files/IO9GSQT6a6l6z8GXmai5" alt="add limit use to discount"><figcaption></figcaption></figure>

8. After you have finished setting up, you can check on the rules again under the **Summary** section. And you can also leave some **Note for affiliate** with a description/instruction for the coupon.&#x20;

<figure><img src="/files/jK3ku5R3Wu20JGW25N3a" alt="summary window"><figcaption></figcaption></figure>

9. When you're finished, click **Save** to save the newly created coupon. Our system will also sync it to your Shopify admin. If you want to edit its settings in the future, you can do that in the **Discounts** section of your Shopify admin.&#x20;

### Use an existing coupon

If you want to set up complicated rules for a coupon code, you should choose this optio&#x6E;**.**

1. Firstly, please make sure you have created a discount code via your **Shopify admin** by going to **Discounts** > **Create discount.**

<figure><img src="/files/AvL9NMTFG1Vlepdv8TlW" alt="use existing account"><figcaption></figcaption></figure>

2. The *affiliate's name* and the *coupon code* are required. Make sure you enter the exact discount code created via the **Discounts** section on your **Shopify admin page**.&#x20;

<figure><img src="/files/Orjse0ufwrGEpn8Zv0AG" alt="pick the option"><figcaption></figcaption></figure>

3. Click **Save** to finish assigning the coupon.

## **Coupon use**

After a coupon code is assigned to an affiliate, an email will automatically be sent to the affiliate informing them about the new coupon code. The merchant can edit this email by going to **Outreach > Emails > Manage emails > New coupon.**&#x20;

Besides, the coupon will also be shown on the affiliate's dashboard as below:

<figure><img src="/files/SLkFgnhFtDvYxKYhaZiM" alt="how affiliates see the coupon in their dashboard"><figcaption></figcaption></figure>

When a customer purchases from your shop using a coupon code, that order will be counted as a referral order. The **customer will get the discount** while the **affiliate will get the commission** from that order.

<figure><img src="/files/jHBFGTNcZESTRoAngmSo" alt="applied discount on checkout page"><figcaption></figcaption></figure>

The commission for referral orders using the coupon code will be calculated based on the order **value after applying the coupon**.


# Combine multiple coupons

Great news! UpPromote has now integrated with Dr Stacked Discounts On Cart, a discount app on Shopify. The app allows you to stack multiple discounts, including affiliate coupons and normal Shopify coupons, for a greater discount for customers.&#x20;

<figure><img src="/files/ZBCVClYIuCzNzEnbYmGm" alt=""><figcaption></figcaption></figure>

The integration helps track affiliates' referrals if the combined discounts contain an affiliate coupon.&#x20;


# Edit/Delete coupon

Learn how to edit or delete affiliate coupons in UpPromote. Update a coupon's name and description in-app, change its rules in Shopify, or remove it entirely.

## Edit a coupon code

**Edit coupon name and description:** You can change the name and description of a coupon code to update the affiliate with new instructions by going to **Motivation > Coupons > Manage coupons >** Edit coupon icon.

<figure><img src="/files/ufkyGe7ahPjUEZwDhZUO" alt="edit coupon"><figcaption></figcaption></figure>

A popup will show up for you to edit the name and description:&#x20;

<figure><img src="/files/9MHq4VWdd1jFSgVsSXOX" alt="edit and save changes"><figcaption></figcaption></figure>

{% hint style="warning" %}
**Edit coupon rules**: After a coupon code is assigned to an affiliate, it can only be edited in **Shopify Discounts**. You need to go to your Shopify discount > Search for the code and change the rules to your liking. The new rules will be synced to UpPromote immediately.&#x20;
{% endhint %}

## Delete a coupon code

You can delete a coupon code by going to **Motivation > Coupons > Manage coupons >** Delete coupon icon.

<figure><img src="/files/wQgqM9b4RpZJ7yJWd4kB" alt="delete a coupon"><figcaption></figcaption></figure>

A popup will show up to confirm that you have two options: **delete the coupon code from UpPromote only** (the coupon code is no longer assigned to an affiliate but the customers can still use it on your store) or **delete the coupon code from both UpPromote and your Shopify discounts**.&#x20;

<figure><img src="/files/KGh3FnfRvEk2e46Lfqlj" alt="confirm action"><figcaption></figcaption></figure>


# Media Gallery

Use UpPromote's Media Gallery to share images, videos, links, and files with your affiliates. Organize assets into categories so partners promote with ease.

With **Media Gallery**, you can upload unlimited images, links, video links, or other files and assign **access by program** which will help your affiliates to promote your business. Each file must be **smaller than 5MB.**

Your affiliates can view, copy/download, or get the HTML code (images only) to share the media assets with their followers.

## Basic functionality:

### 1. Create a Category to group your media:

Adding **Categories** helps you to organize your assets while helping affiliates access your uploaded media faster and easier.&#x20;

To Create a category, go to **Motivation > Media Gallery >** click **Add Category.**

<figure><img src="/files/CU7qqrZ9MGlN1AFEErZ5" alt="add category"><figcaption></figcaption></figure>

In the **Add Category** popup, fill in the following:

<figure><img src="/files/ozoeaRiZxoZSjCvaQ3yd" alt=""><figcaption></figcaption></figure>

* **Category name** (required): Enter a name for your category.
* **Share to** (required): Choose which programs can access this category.
  * **All programs** *(default)*: The category is shared with all current and future programs in your store.
  * **Specific programs**: Select one or more programs from the dropdown. At least one program must be selected.
* Click **Save** to create the category.

Once **created**, your categories will appear on the Media Gallery homepage.

<figure><img src="/files/PD7HNQbBZNHyaTlZryrQ" alt=""><figcaption></figcaption></figure>

Each category card displays:

* The category name
* A **"Shared to {n} program(s)"** label showing how many programs have access (shows **"all"** if shared to all programs). Click the label to see the full list of programs.
* A **More actions** button (on hover): click to access **Edit** or **Delete**.

### 2. Add Media Assets:

In order to add a resource, you can **open a category** or stay on the **Media gallery default homepage**, then click **Add media**. Other than the Add category action, there are 4 other options:

<figure><img src="/files/f1D58cso8QN8FcVlwUmN" alt="add media"><figcaption></figcaption></figure>

#### ***a. Add Images (upload images or use image links)***

<figure><img src="/files/vk90fTrZYEjgZK6u0x5I" alt=""><figcaption></figcaption></figure>

* **Name** is where you put the name of your image which is **required**. Kindly note that the special characters (apart from "-" and "\_" are not allowed).
* **Description** is where you can add more information about the image (such as what it is, what it is used for,...), this field is optional.
* The **Link** field is **optional.** It will direct customers to your promotional campaign or special collection. For example, if you have a banner of a collection that you want to boost, enter that collection link so affiliates will get redirected to your collection.
* **Share to** (required): Choose which programs can access this media item.
  * **All programs** *(default)*: Visible to affiliates in all programs.
  * **Specific programs**: Select one or more programs from the dropdown. At least one program must be selected.
* Supported image formats are: **jpg, jpeg, png, gif, svg.**

#### ***Add files:***

<figure><img src="/files/7Md77h4rFlTXckBeojIf" alt=""><figcaption></figcaption></figure>

* **Name** is where you put the name of your file, which is **required**. Kindly note that the special characters (apart from "-" and "\_" are not allowed).
* **Description** is where you can add more information about the file (such as what it contains, notes, etc.) This field is optional.
* **Share to** (required): Same as above — choose **All programs** or **Specific programs**.

Supported file formats are: **zip, rar, pdf, txt, xlsx, xlsm, xltx, xltm, xlsb, xlam, csv, doc, docx, docm, dotx, dotm, pptx, pptm, potx, potm, ppam, ppsx, ppsm, sldx, sldm, thmx.**

Be noted that the file size must be **smaller than 5MB**. However, on the Enterprise plan, you can upload files with a maximum size of 25MB/file.

#### ***Add videos links***

<figure><img src="/files/Ii28U5iTJE4hHLZvWlP8" alt=""><figcaption></figcaption></figure>

* **Name** is where you put the name of your **video** which is **required**. Kindly noted that the special characters (apart from "-" and "\_" are not allowed).
* **Description** is where you can add more information about the video (such as what it is about, how can it be used, etc.). This field is optional.
* **Video link**: Insert your video link in this field. The affiliate can only view and share this video (they can't download the video).
* **Share to** (required): Choose which programs can access this media item.
* Supported video links are: YouTube Shorts, TikToks, Instagram, Youtube video.

#### ***Add links***

<figure><img src="/files/XJIjMaHvXEDUt27TOeiF" alt=""><figcaption></figcaption></figure>

* **Name** is where you put the name of your **link** which is **required**. Kindly noted that the special characters (apart from "-" and "\_" are not allowed).
* **Description** is where you can add more information about the link (such as where it directs to, how can it be used, etc.) This field is optional.
* **Link** is where you put your links. The affiliate can only view and share this link.
* **Share to** (required): Choose which programs can access this media item.

**Note**: For specific asset types of **Image** or **File**, you also have a bulk upload option.

<figure><img src="/files/jVnMLLoT9zIX1q2aI4bh" alt=""><figcaption></figcaption></figure>

When clicking **Add media** > Add images/files > **Bulk upload**, you can select up to 10 files at a time, each file cannot exceed 5MB. The file names will be the names on your computer, you can then edit the names, descriptions, links, etc. after the bulk upload.

### 3. Actions with media&#x20;

#### Filter

You and your affiliate team can filter uploaded resources by **asset type** (Images, Files, Links, or Videos) or by **Program** to quickly find media assigned to a specific program. Select **All assets** to view all media types across categories.

<figure><img src="/files/FKBxp3tRraQKbRDZkW4L" alt=""><figcaption></figcaption></figure>

#### **Single Action**

With each media item, 3 actions will appear: **Edit media**, **Move to category**, and **More actions** (Download or Delete).

<figure><img src="/files/C3gGAuiEVfUKF2i2YI6O" alt=""><figcaption></figcaption></figure>

#### Bulk Action

You can also select multiple items at once to perform bulk actions — including **Edit access** (update program assignment), **Move to category**, **Download**, or **Delete**.

<figure><img src="/files/uoW0tYZYSNI2rSpBqdgk" alt=""><figcaption></figcaption></figure>

### 4. How does it show on the affiliate account?

Your media assets are shown on the affiliate account on the **Marketing Tools** tab:

<figure><img src="/files/qxKJ46Dw1C8oWeQcN9BW" alt="how it shows in affiliate account"><figcaption></figcaption></figure>

Affiliates can view or filter their preferred assets.

For each type of asset, affiliates can:

* Images: View, Download, and Get embedded code.
* Files: View, Download.
* Video link: View, Copy link, Share.
* Link: View, Copy link, Share.


# Bonuses

Motivate top affiliates with performance bonuses in UpPromote. Available from the Professional plan.

## What is an Affiliate Bonus?

This function is designed for merchants to encourage their affiliates to reach a target of referrals, sales, or commissions.  When an affiliate reaches that set target, they will receive an additional Affiliate Bonus.

## Why we should use Bonuses to incentivize affiliates?&#x20;

Not only will this encourage your affiliates to pursue the goal, but this function will also make your affiliate program more lucrative on the market and more attractive to top talents. Overall, it will boost your total sales and profits.

## Set up Bonus rule

To set up a Bonus rule, simply go to **Motivation > Bonuses >** **Set up** > Click on the **Create bonus** button.&#x20;

<figure><img src="/files/okgnoVgN1cvgT9vBq2NR" alt="set up bonus"><figcaption></figcaption></figure>

Once you're on the **Create new bonus** page, please go through each field and fill out its information to create your desired **Bonus rule**.&#x20;

### 1. Bonus Conditions

First of all, please input a **title/name** for the Bonus rule. After that, select the **Program(s)** that you would like to apply the rule to. Affiliates in these programs will automatically get the bonus when they reach a target.&#x20;

Next, choose the **Target type**, which could be **Number of referrals**, **Total sales,** or **Total commission**. Once the target type is selected, input an amount for the **Target amount**.&#x20;

<figure><img src="/files/eQ3x0jH12cnFCmQMpXqy" alt="add bonus condition"><figcaption></figcaption></figure>

In the example above, the affiliates in all programs will receive bonuses when they reach the target of 20 referrals.&#x20;

{% hint style="info" %}
**Tips**: *If you would like to give bonuses to affiliates immediately when they join the program and get approved, simply set the* ***Target amount = 0**.*&#x20;
{% endhint %}

### 2. Bonus rules

The condition is complete, now we will move on to the Bonus rule. You can choose to pay **One-time** bonuses or **Recurring** bonuses (**Monthly, Quarterly, Yearly**).

<figure><img src="/files/QLroNWD05Sy02IYKarMF" alt="period for bonus"><figcaption></figcaption></figure>

#### Period: One-time

If you choose **One-time**, the system will count based on the condition you set for affiliates and give them the bonus only once when they reach the target. There is a checkbox for **Count current and future sales** in case you want the system to include past sales of the affiliates, which have been recorded in the app before the bonus rule is created, as well as future sales to give a bonus when the target is achieved.&#x20;

<figure><img src="/files/wzE1NEpLyPXUNvmfcyBw" alt="one time setting"><figcaption></figcaption></figure>

#### Period: Monthly/Quarterly/Yearly

If you would like to give bonuses to affiliates periodically, you can choose one of these options. Please then select the **First payment date**, on which the system will automatically generate a bonus referral for the first time on that date if the affiliates meet the target.&#x20;

After the first payment date, the condition counting (Number of referrals, Total sales, or Total commission) will be reset and start again from 0. Affiliates will receive the next payment when they reach the condition again.

{% hint style="info" %}
***Note:*** You cannot choose the current date for the first bonus date since the system will start calculating the bonus the next day.&#x20;
{% endhint %}

Once you're done with selecting Period, kindly choose **Bonus type** and **Bonus amount**. The Bonus type can be a **Fixed amount** or **Percentage**, which will be calculated based on the target you set earlier.&#x20;

<figure><img src="/files/fLb4B9Prr702wGJflRiB" alt="monthly period"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note**: *If the Target type is Number of referrals, you can only choose Fixed amount as the Bonus type. The same as Target amount = 0, the Period can only be One-time, and Bonus type is Fixed amount.*&#x20;
{% endhint %}

While you set up the Bonus rule, you can check for the side **Note and Example** on the right, which demonstrates the rule you're setting up so that you can check if this bonus rule is desired for your program. After checking everything, finish setting up the Bonus rule by clicking **Create bonus**.

<figure><img src="/files/JR5PKQhf39wVOrOt7qwJ" alt="bonus summary"><figcaption></figcaption></figure>

### Bonus referral&#x20;

When an affiliate achieves the target, a bonus will be automatically generated and credited to that affiliate with the **Tracking type** of **Performance bonus**. You can hover your mouse over the icon to see the type. Make sure to approve affiliate referrals so the system can recognize them and generate the bonus accordingly.

<figure><img src="/files/QBnnEEBlX41KNjbJU7Kd" alt=""><figcaption></figcaption></figure>

In the Order detail, there is also an automatic comment added for this Performance bonus to explain why this bonus referral was generated (for reaching a target of $500 total sales, for example) so you and your affiliates could know.&#x20;

<figure><img src="/files/GOvsOD5RsjDyEsngHVwu" alt="order detail"><figcaption></figcaption></figure>

**Note**: The app will automatically create bonuses for affiliates at 0:00 UTC +0 (system time zone) on the bonus generation day.&#x20;


# Gifts for affiliates

Send free or discounted product gifts to affiliates in UpPromote as welcome packages or rewards. Available from the Professional plan.

## What are Gifts?

Gifts are free or discounted products that you can send to affiliates as a welcome package when they join the program or as a bonus when they perform well.

## Why you should use Gifts for affiliates?

Research shows that 80% of affiliates said that they prefer to register for brands that provide sample products. Setting up gifts will help your brand stand out and attract more qualified affiliates.

The brand ambassadors will have real experience with your products and they will share their real thoughts on social media posts, therefore, their followers will have more confidence in following the affiliate's advice.&#x20;

Customers tend to purchase products that have good reviews from influencers, especially when the brand ambassadors prove that they have used the products before promoting them to their followers.

## Set up Gifts

To set up a Gift package, please go to **Motivation** > **Set up Gifts** > **Create new gift**.&#x20;

<figure><img src="/files/9y9O0LSGf9tlvbEqxq2V" alt="set up gift"><figcaption></figcaption></figure>

<figure><img src="/files/XjpVT55tKlKkMTECQPmc" alt="create new gift"><figcaption></figcaption></figure>

### 1. Gift information

Firstly, please input the **Gift name** for this gift package to label it. If you consider sending gifts automatically to affiliates when they join your program, please check the box and choose the **program(s)** that you would like to deliver gifts to affiliates who register for these programs.&#x20;

<figure><img src="/files/U4QlfZvmDU7dzZ2W52Wh" alt="fill gift information"><figcaption></figcaption></figure>

Then, kindly choose the **Gift type**, which could be **Free gift** or **Discounted product(s) as gift**.&#x20;

* The **Free gift** allows affiliates to receive free products.

<figure><img src="/files/CH5kCH1cyfeoF8uluSAn" alt="choose gift type"><figcaption></figcaption></figure>

* The **Discounted product(s) as gift** sends discounts (the amount will be set from your end) for the selected products.

<figure><img src="/files/kuna1fFqP21d3QOLsJJR" alt="set discounted product as gift"><figcaption></figcaption></figure>

For both **Gift type** options, you can choose to **charge** affiliates **shipping fees**, which means that even if they get the gifts free, they will still have to pay for shipping to get the products delivered to them. The applied shipping rate will depend on your Shopify store's settings.

<figure><img src="/files/R7h4aPb6Z2vrH5ExcdMS" alt="charge shipping fees"><figcaption></figcaption></figure>

### 2. Gift products

Please **select products** for the gift by searching for the product name in the search bar and adding it to the package. In this section, you can select specific product variants and allow affiliates to choose their preferred one when receiving the gift.

Out-of-stock products will be marked, but can still be added to the gift package. However, please restock them before sending gifts to your affiliates.

<figure><img src="/files/i3DU4dlq1p4HM47t08O2" alt="specify product to gift"><figcaption></figcaption></figure>

After that, you can enter the **item quantity** for each product in the gift. As shown in the example below, the affiliate can receive two *Summer Cotton Shirt* items and choose their preferred variant for each one. For the *Linen Airism Homewear*, the affiliate can only receive one item, limited to the *Women* variant.

<figure><img src="/files/HloqghF5oVzAB4aqaa62" alt="list of gift"><figcaption></figcaption></figure>

### 3. Gift limit

Finally, set the **number of items that affiliates can choose** when claiming this gift. For example, if you select 4 items for the gift but affiliates can only choose up to 2 of 4 items given, kindly insert 2 in this field.

<figure><img src="/files/70jqms3rxCgVyXjIT9Ya" alt="set gift limit" width="563"><figcaption></figcaption></figure>

## Manage Gifts

The created gift will be shown on the **Gift list** like this:

<figure><img src="/files/dJFEw2iYVv9OTrjbGd04" alt="manage gift list"><figcaption></figcaption></figure>

On the **Gift list** page, you can view all the available gifts of your affiliate program with the necessary information, edit them, or send gifts manually (the plane icon) to specific affiliates (both auto-gifts and manual gifts can be sent manually).&#x20;

<figure><img src="/files/91sq2ZK9wlyATr5J6ZNc" alt="view and send gift"><figcaption></figcaption></figure>

If you choose to send a gift manually, a **Send gift** popup will be shown on the screen. You can choose to send the selected gift to specific programs or to certain affiliates. Kindly then click **Send gift** to send it manually to these affiliates.

<figure><img src="/files/a5NtH8zqK1RumhGoP7DV" alt="confirm and send" width="563"><figcaption></figcaption></figure>

In case you want to send/delete multiple gifts at a time, kindly check the boxes of these gifts and click on this bulk option.&#x20;

<figure><img src="/files/bEC5NqODDvARPPw6EZiQ" alt="bulk action"><figcaption></figcaption></figure>

For both auto-gifts and manual gifts, after sending them successfully, you'll be able to review the status of these sent gifts in the **History** tab as well as check for their brief report to know if affiliates have claimed them or not.

<figure><img src="/files/jpQRc5OWxoPlQcnXY8dG" alt="gift history"><figcaption></figcaption></figure>

When gifts are sent successfully to affiliates, they will automatically receive an email telling them that there's a gift for them to claim. You can always edit the template of that email to suit your business's strategy in the **Edit email template.**

<figure><img src="/files/y4kCCd9Sq3LvngHjRxz2" alt="edit email template"><figcaption></figcaption></figure>

<figure><img src="/files/4GPM9gr7G7ZNO7A0dGbP" alt="edit email content"><figcaption></figcaption></figure>

## Gifts on the affiliate account

When gifts are sent successfully to affiliates, they will be notified about it right on their **Dashboard**. Clicking on the **Claim** button will then redirect them to the **Gifts** tab so they can redeem the gift.&#x20;

<figure><img src="/files/f0VqFMmrQ411y8adCwrR" alt="how it show in affiliate dashboard"><figcaption></figcaption></figure>

The sent gift will be shown on the **Available gift** list for affiliates to review and claim. Affiliates can also check for the products they are about to receive by clicking directly on the product's name. Then, click the **Select product** button to claim the gift.

<figure><img src="/files/vem8GGgUlwT88LUttvQR" alt="how affiliates claim gifts"><figcaption></figcaption></figure>

A **Claim gift** page will appear on the screen. In this example, affiliates can choose up to 3 of 4 items.

<figure><img src="/files/Jgsy0RDatrhqFWl4T9Nx" alt="confirm checkout"><figcaption></figcaption></figure>

Once the items are selected successfully, the system will automatically calculate the costs that the affiliate needs to pay to claim the gift. You can view the details in the **Order summary** section.

{% hint style="info" %}
**Note**:&#x20;

* The **Estimated fee** may not include product tax, shipping fee, and shipping tax. Only when affiliates click **Continue to checkout** to complete the order, it will show the actual total fee.&#x20;
* Shipping fees and taxes may be applied at checkout, if any, based on the merchant's Shopify store settings.&#x20;
* The **Free gift** doesn't have product tax at all, as its products are discounted 100%.
  {% endhint %}

<figure><img src="/files/cYrdFxpd4cAe7XtANS6r" alt="summary"><figcaption></figcaption></figure>

In case the affiliate has selected items for the gift but hasn’t completed the gift order, they can access the **Gift** page and click the **Claim** button to continue to checkout.

<figure><img src="/files/oxwJqWxDG0i5INp3cDYl" alt="continue checkout"><figcaption></figcaption></figure>


# How to Recruit Affiliates in UpPromote

Learn how to recruit affiliates in UpPromote. Find creators with Creator Discovery, turn customers into affiliates, use MLM, or list on the marketplace.

Recruiting affiliates means getting more people to join your program. The more good affiliates you have, the more sales they can bring in. UpPromote gives you several ways to grow your affiliate base, from sharing a simple link to listing your program on the marketplace.

The easiest way is always free: share your registration form link by email, on social media, or on your website. The methods below help you reach even more people.

***

### Turn customers into affiliates

Your happy customers already love your products, so they make great affiliates.

* [Customer Referral](/outreach-1/affiliate-recruitment/customer-referral): invite customers to join your program, for example right after they buy (Growth plan and above).
  * [Add the referral sign-up form to store pages](/outreach-1/affiliate-recruitment/customer-referral/add-referral-signup-form-to-store-pages): let shoppers sign up directly from your store.
* [Refer-a-friend](/outreach-1/affiliate-recruitment/refer-a-friend): let customers refer their friends and earn a reward (Growth plan and above).

***

### Grow through your affiliates

* [Multi-level marketing (MLM)](/outreach-1/affiliate-recruitment/mlm): let affiliates recruit other affiliates into your network, and earn when their recruits make sales (Professional plan and above).

***

### Reach new affiliates on the marketplace

* [Marketplace listing](/outreach-1/affiliate-recruitment/marketplace-listing): list your program on the UpPromote Marketplace to reach affiliates who are looking for products to promote (Growth plan and above).
  * [UpPromote Marketplace Terms and Conditions for Merchants:](/uppromote-marketplace/uppromote-marketplace-terms-and-conditions) the rules for listing your program.

***

### Find and invite creators

Want to reach out to creators yourself instead of waiting for them to sign up? Creator Discovery helps you find the right ones.

* [Creator Discovery](/outreach-1/affiliate-recruitment/creator-discovery): search Instagram, TikTok, and YouTube for creators who fit your brand. Check their stats, audience, and past work, save the best ones to a list, then invite them to your program.
  * [UpCreator Terms and Conditions](/outreach-1/affiliate-recruitment/creator-discovery/upcreator-terms-and-conditions): the rules for using Creator Discovery.

{% hint style="info" %}
**Pro tip:** You don't have to use every method. Pick one or two that fit your store, then add more as your program grows. Even sharing your registration link can bring in your first affiliates.&#x20;
{% endhint %}

***

### Frequently asked questions

#### What's the simplest way to get affiliates?

Share your registration form link. It's free, works on every plan, and you can post it anywhere your audience already is.

#### How do I find creators to reach out to?

Use Creator Discovery. You can search Instagram, TikTok, and YouTube, filter by things like niche and follower count, review each creator's stats, and invite the ones who fit your brand.

#### What is the UpPromote Marketplace?

It's a place where affiliates browse programs to promote. When you list your program, affiliates can find you and apply, so you reach people you wouldn't meet by sharing a link alone.

#### Can my customers become affiliates?

Yes. With Customer Referral, you can invite customers to join right after they buy. This is one of the easiest ways to grow, since they already trust your products.

***

### Related articles

* [Creator Discovery](/outreach-1/affiliate-recruitment/creator-discovery)
* [How to Set Up an Affiliate Registration Form](/management/affiliate-registration-form)
* [What Does an Affiliate Do in Affiliate Marketing?](/basic-knowledge/affiliate-roles-in-affiliate-marketing)
* [Keep Affiliates Engaged (Affiliate Communication)](/outreach-1/affiliate-communication)
* [UpPromote Pricing Plans](/pricing-plans/pricing-details)

***

*Last updated: June 2026*


# Customer Referral

Turn customers into promoters with UpPromote's Customer Referral feature. Available in the Growth plan.

Are you looking for a feature that encourages your customers to refer their friends within UpPromote? UpPromote team has released the **Customer referral** feature, which allows your customers to promote your products without the need of joining any affiliate program. It helps you boost sales with positive **word-of-mouth** as well as connect to your **loyal customers**.

<figure><img src="/files/xtkzwBkYcSFWFQEB9xt7" alt="benefits of customer referrals"><figcaption></figcaption></figure>

***

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="new customer referral display"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display?utm_source=document&#x26;utm_medium=customer-referral&#x26;utm_campaign=promotion"><em>Login to UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>

{% embed url="<https://www.youtube.com/embed/WyKkxhxXmJk?si=AZGJ_0vaOVgfTp1v>" %}

## **What you will get from this feature?**

1\.     **Easy-to-setup referral program**

* Activate/Deactivate the program with one click
* Customize reward and discount amounts easily

2\.     **Noticeable widget on your website**

* Easy-to-share referral links
* Set positions for the widget on your website
* Widget color and text settings&#x20;

3\.     **Potent rewards for customers and referred friends**

* Customer reward: Flat rate per order, Percent of sale&#x20;
* Friend discount: Fixed amount, Percentage, Free shipping&#x20;

4\.     **In-depth reports**

* Graphical report on conversions
* Filter by date and time
* Report on clicks, sales, referrals, and commission for each customer
* View successful referrals

5\.     **Promptly email notifications**

* Reward email is sent instantly
* Coupon codes are easy to redeem
* Customize email content and appearance&#x20;

6\.     **Sales booster**

* Increase brand awareness
* Appealing discounts for both customers and their friends
* Enjoy growing sales with this program

## How it works

1. Once you set up the feature, a Refer & Earn widget or Landing page (based on your display settings) will appear on your website to prompt customers to register for your referral program. Here's an example of the Widget display:

<figure><img src="/files/QbZ7V0EmBfUU1fJGXPMh" alt="refer widget"><figcaption></figcaption></figure>

When clicked, a popup introducing customers to the Referral program to get a discount. A referral link will be provided instantly when they fill out their emails and click on the **Get invite link** so they can use it to promote your store.

<figure><img src="/files/bX02WOC55Hm8Cucq3h1B" alt="fill in email"><figcaption></figcaption></figure>

<figure><img src="/files/tGikZllOVGo9L71qEJRv" alt="get invite link"><figcaption></figcaption></figure>

2. Customers' friends will get a **discount** at checkout automatically while purchasing via that invite link.

<figure><img src="/files/39vPR2fXplLLtLTNTt6C" alt="discount applied automatically"><figcaption></figcaption></figure>

3. An **email** will be sent to customers when their referrals are approved and paid successfully within UpPromote. The email includes the customer's **friend name**, your **shop name**, the **reward amount** as well as a button to claim their rewards.

<figure><img src="/files/Ps46wo4nTNL8LcAzfPiA" alt="email for approved referrals"><figcaption></figcaption></figure>

4. The **Redeem your reward** button will redirect customers to a portal where they can view their total referrals, and commissions as well as claim these rewards for **coupons** to shop in your store.

<figure><img src="/files/75GRiASPM2DIkIXH8MOL" alt="redeem reward"><figcaption></figcaption></figure>

{% hint style="info" %}
The customer login page will open when a customer clicks the **Redeem your reward** button in the email for the first time. A *temporary* password will be displayed there for the customer to use when signing in. After accessing the portal, they can change the password to their preferences.
{% endhint %}

<figure><img src="/files/eouG2VsuqkF1aOECYtZc" alt="customer login"><figcaption></figcaption></figure>

## How to set up

### **General settings**

Go to **Outreach** > **Affiliate recruitment** > **Customer referral** > click **Set up.**

<figure><img src="/files/1UbwaOCjoMl432GSN445" alt="set up customer referral"><figcaption></figcaption></figure>

Then switch on the **Active** box to activate the feature.

<figure><img src="/files/HTxpR21ATGV3tDVg0qtQ" alt="active toggle"><figcaption></figcaption></figure>

From here, you can set up the **Program name** for the Customer referral program (by default, the system will create a separate one for this feature).

There are two types of **Rewards** for your customers, which are the **Flat rate per order** and the **Percent of sale** that you can set a certain **amount** to. In the meanwhile, their friends can get a **Discount** by **Percentage**, **Fixed amount**, **Free shipping,** or no discount with the option **None**.&#x20;

{% hint style="info" %}
**Note:** After saving changes of Customer Referral at first setup or when you publish new Themes, please click on the link provided on the top banner of the **Settings** page to **enable** the function on your Themes, then **Save** to show Customer Referral display(s) on your website.&#x20;
{% endhint %}

<figure><img src="/files/5hhUYIvob2XaGpb5byH3" alt="activate"><figcaption></figcaption></figure>

### **Displays**

😍 **NEW**: You can now select from different display types for your referral program's sign-up interface. These displays can be managed and customized in the **Display** section.

<figure><img src="/files/qddG2dMvbLy1d544ZAQi" alt="display option"><figcaption></figcaption></figure>

There are three display options for customers:

#### **1. Widget**:

<figure><img src="/files/gipv7YfZnuTrkJht9RYz" alt="widget"><figcaption></figcaption></figure>

Once you enable the widget, it will appear as a floating button on your website. When clicked, it opens a popup where customers can register for your referral program and obtain their unique referral link.

<figure><img src="/files/66bcVefPS3W3Tyoj3pCh" alt="frontend display"><figcaption></figcaption></figure>

#### **2.  Post-purchase signup**

**NOTE:** This display is only available on the new Shopify checkout version. If your store uses the old checkout version, the Post-purchase signup will not appear on the Thank you/Order status page.&#x20;

To check which version of checkout your store is using, please go to *the Shopify settings > Checkout tab and* locate the *Configurations* section.&#x20;

If you see an info panel stating as below, your store is using the old checkout version.

<figure><img src="/files/yx4IOIdUAqp3XyOmSEqu" alt="post-purchase signup"><figcaption></figcaption></figure>

To upgrade the checkout version, please click **Customize** in the **Configurations** section to access Checkout editor > select the **Thank you** page > **Sections** > click **Publish** button on the banner.&#x20;

<figure><img src="/files/TI0jNfmfaXoVwD4Rb9VM" alt="publish"><figcaption></figcaption></figure>

If it doesn't have that info panel, it means that your store is using the new checkout version.

<figure><img src="/files/UXq8lxzDVTF3gdLOHMMS" alt="new checkout version"><figcaption><p>New checkout version</p></figcaption></figure>

#### a. Turn on the display

<figure><img src="/files/19qNNVXfsC57ilXeX18Y" alt="add block"><figcaption></figcaption></figure>

After enabling the display in settings, to show the Post-purchase signup form on your Themes, you'll need to add it as an app block on your **Thank you page** or **Order status page** by clicking on the **Add block** button at the top right corner of the settings section.&#x20;

Once you click on the Add block button, you'll be redirected to the **Thank you page**, tab Sections by default > click **Add app block** > select **Post-purchase signup.**&#x20;

<figure><img src="/files/KceXSKCcECI5HEfnC060" alt="add post-purchase signup"><figcaption></figcaption></figure>

After adding Post-purchase signup, you'll have various design options to customize it to fit more to your Themes.&#x20;

<figure><img src="/files/JVtbq4wTJKIcRYqoYOrE" alt="customize to fit "><figcaption></figcaption></figure>

If you want to add the Post-purchase signup display to the **Order status page**, simply switch to that page and add it there. Please note that you can customize the display separately for each page.&#x20;

#### b. Show only once per customer

To show the display just once per customer, you'll need to toggle on the function and grant us access to metaobjects. Please click on the **Update access** button on the banner to accept this.&#x20;

If this setting is off or you turn it on but haven't granted access, the Post-purchase signup display will appear every time the customer purchases. In case the customer has activated the Referral account before, the display will show his/her referral link immediately.&#x20;

**Note:** When you have granted access but then downgrade to the Free plan and upgrade back, you'll need to grant access again so that the **Show only once per customer** setting can work properly.&#x20;

<figure><img src="/files/JnF3ply4b8ltdgnZnPhv" alt="update access"><figcaption></figcaption></figure>

#### **3. Landing page:**

<figure><img src="/files/EhnS68TuJMJaHCMlDtlh" alt="landing page option"><figcaption></figcaption></figure>

Once enabled, this display type serves as a signup form that can be embedded into any page of your store, providing a dedicated space for referral sign-ups. Customers can easily sign up for your referral program directly on this page and receive their referral link to start promoting your store.

<figure><img src="/files/gnG6N3EEvxQbTZTetdKh" alt="how it looks"><figcaption></figcaption></figure>

{% hint style="info" %}
Follow our [detailed instructions](/outreach-1/affiliate-recruitment/customer-referral/add-referral-signup-form-to-store-pages) to add the landing page to your store.
{% endhint %}

There is one default display for customers' friends. Once you activate the Customer referral feature, the **Friend incentive popup** will appear on your website when referred customers (friends) go through a referral link.&#x20;

<figure><img src="/files/ZeV0hRnQro1P88oQn7GN" alt="friend incentive popup"><figcaption></figcaption></figure>

Additionally, each display type now has its own dedicated editor, allowing for deeper customization of design and content. This ensures your referral program aligns perfectly with your brand. Simply navigate to each display section and hit **Customize** to access its editor. Here's an example:

<figure><img src="/files/tQAR89wXVxt7hWnjj0t3" alt="customize display"><figcaption></figcaption></figure>

### **Email notification**

The system will automatically send an email whenever the merchant processes the payouts for the customer. You can fully customize this email template just like other email templates in the app.

<figure><img src="/files/Oxdq7vrLYkCbag2mBiif" alt="email notification"><figcaption></figcaption></figure>

### **Customer referral program**

As soon as you finish setting up **Customer referral**, a program named **Customer referral** will be created automatically.

<figure><img src="/files/4rwWJDKpbjxAXe37fmnJ" alt="see customer referral program"><figcaption><p>Programs tab</p></figcaption></figure>

Clicking on the **Customer referral** program name will take you to the **Customer referral** settings page.&#x20;

{% hint style="warning" %}
**Notes**

* The **Customer referral** program cannot be set as the default program.&#x20;
* If a customer has already joined the customer program with an email address, he cannot sign up as an affiliate of any other program using the same email address.
  {% endhint %}

### **Customer list**

Customer accounts will be displayed separately from the affiliate account list. To review your customer list, go to **Affiliates** > select **Customers**.

<figure><img src="/files/qpO3zGimPeIDE3Wjckh3" alt="see customer list"><figcaption></figcaption></figure>

### **Customer referral list**

The referrals brought by customers will be recorded on a separate list from the regular referrals brought by affiliates. To review the referral list brought by customers, go to **Referrals** > select **Customer referrals.**

<figure><img src="/files/zhOhXfKNxXEIYc2rIiZt" alt="get customer referral list"><figcaption></figcaption></figure>

### **Real-time analytics**

You can get graphical reports on conversion statistics like Clicks, Referrals, Sales, and Commissions for the Customer Referral program and filter by date to evaluate the campaign's efficiency with the **Performance of your affiliates** chart on the **Dashboard**.

<figure><img src="/files/6bHOXIyU0la2vTA1x08J" alt="view real time analytics"><figcaption></figcaption></figure>

In case you want to assess each customer’s performance, you can also find it in the **Top Affiliate** board on the Dashboard as well. This report is also downloadable in various forms so you can compare it with other affiliate programs or assess the effectiveness of the customer referral program regarding the total sales of your store.

<figure><img src="/files/Xt6GGHxFE5Cpl0l9okFu" alt="view top affiliate of customer referral program"><figcaption></figcaption></figure>


# Add Referral signup form to store pages

Learn how to add the UpPromote referral signup landing page to your Shopify store in five steps, giving customers a dedicated page to join your referral program.

Interested in a customizable landing page for your [customer referral](/outreach-1/affiliate-recruitment/customer-referral) program?&#x20;

The UpPromote Landing Page is a game-changer, allowing your customers to effortlessly join your referral program and access their referral links. Here’s why you’ll love it:

* **Seamless Customer Sign-Up**: Make it easy for customers to apply to your referral program.
* **Increased Engagement**: Encourages more customer interaction and participation.
* **Boosted Sales**: Leverages word-of-mouth marketing to drive more sales.

Let's preview how it works for customers:

<figure><img src="/files/HIQ4k3IYGwenF12KWEVB" alt="how customers see it"><figcaption></figcaption></figure>

Follow our video tutorial below to add the UpPromote Landing page as one page on your store.

{% embed url="<https://www.youtube.com/embed/AiicLcVXSLs?si=ctDJxNBatB7Afhi5>" %}

In brief, there are 5 main steps:

1. Activate the feature Customer referral and Landing page on UpPromote.
2. Create a Shopify page template.
3. Add the UpPromote Landing page section to the template.
4. Add a page for the template.
5. Add the page to store menu.

For stores with different themes (lacking the mentioned elements), please contact our support team via our 24/7 in-app chat support channel or email at <support@secomapp.com> for assistance.


# Multi-level Marketing

Available from Professional plan

## 1. **Multi-level marketing definition**

<figure><img src="/files/CfNs8NQ33Kd4t1ngLl5J" alt="new display option for customer referral"><figcaption><p><a href="https://app.uppromote.com/admin/customer-referral/manage-display?utm_source=document&#x26;utm_medium=mlm&#x26;utm_campaign=promotion"><em>Login to UpPromote</em></a> <em>to set up your first landing page</em></p></figcaption></figure>

<figure><img src="/files/8o6ThGX2XqxH48vRQF3H" alt="uppromote mlm settings"><figcaption></figcaption></figure>

The basis of **Multi-level marketing** is demonstrated through an image of a pyramid, where each affiliate invites another to be his/her downline level in the affiliate network system. The more participants get invited, the more products or services could approach their targeted market.

The earnings of ambassadors in the pyramid network are derived from two main sources. The first (and possibly the main) income is from the commission paid for completed promotion activities that they brought. It can be in form of referral orders, shares, or other types of engagement made by customers. The second one comes from the **network commission,** which bases on purchases brought by their downline distributors.

By setting up a commission network, the people in MLM would not only try to sell products/services directly to end-user consumers but also are incentivized to invite more affiliates to be their downline distributors.

## 2. **How does MLM work?**

With [**UpPromote: Affiliate marketing**](https://apps.shopify.com/affliate-by-secomapp), each affiliate can invite or recruit unlimited distributors and their network commission will be calculated on either **program commission** (commission of the affiliate who directly brought the order) or **total sale of the order** with the percentage set by the merchant.

**For example:**

John signed up as an affiliate, and then he invited Michelle. Michelle invited Victor, and Victor invited David.&#x20;

If David brings a referral order with the total amount of $100 and the commission percentage set to the affiliate program is 5%, then David (Original affiliate) will get the commission of 5% x $100 = $5.00. Other affiliates who are at higher levels will receive network commission as below:

* Commission level 1 (Victor who invites David) gets 5%.
* Commission level 2 (Michelle who invites Victor) gets 4%.
* Commission level 3 (John who invites Michelle) gets 2%.

*a. If you set network commission to be calculated on **Program commission:***

The upline's commissions will be calculated based on the commission amount that **David earned**.

<figure><img src="/files/4zP06PHjIGax8JYt0JvI" alt="commission example"><figcaption></figcaption></figure>

*b. If you set network commission to be calculated on **Total sales:***

The upline's commissions will be calculated based on the total sales of the referral.

<figure><img src="/files/MPLb6ixOsvmEJM9pOOqa" alt="upline commission"><figcaption></figcaption></figure>

Each option has its own benefit.&#x20;

1. With the Program commission option, the merchant can optimize the commission amount that needs to be sent out to affiliates.
2. With the Total sales option, the commission that needs to be paid will be higher. On the other hand, the upline will be encouraged to recruit more people to their team because they know they will earn so much more. Obviously, with more affiliates, the merchant will get more sales.

{% hint style="danger" %}
***Note:*** If the upline MLM's program is deactivated, they cannot earn the network commission for their downline affiliates.&#x20;
{% endhint %}

## **3. Setting up MLM:**

To activate the **Multi-level marketing**, go to **Outreach > Affiliate recruitment >** **Multi-level marketing** > select the program and **Activate MLM***.* You can turn on/off and configure the MLM rule for **each program** separately.&#x20;

Next, select the program that you want to put the invited affiliates in **Program for invited affiliates to join.**&#x20;

Lastly, you can add a recruitment bonus for your affiliates as an encouragement with the **Recruitment Bonus** option. The bonus will be added as a new referral when the newly recruited affiliate is approved.

<figure><img src="/files/HFumcTJd02BtoDVfWhwO" alt="set up mlm in uppromote"><figcaption></figcaption></figure>

**Note**: When a new program is created, its MLM status will be off by default. In case you want to turn on MLM for that program, please go to Multi-level settings and set up your preferred rules.

Once the MLM feature is turned on in a program, the affiliates in the program will have the **network link** available in the account.&#x20;

{% hint style="info" %}
When a new program is created, its MLM status will be off by default. In case you want to turn on MLM for that program, please go to Multi-level settings and set up your preferred rules.
{% endhint %}

If one affiliate successfully invites another through his network link (shown on the Affiliate's Dashboard), that affiliate will get a recruitment bonus which is recorded as a referral in the **Affiliate referrals** page.

<figure><img src="/files/DaMpCtLzlXITL6qcxCUz" alt="bonus in affiliate list"><figcaption></figcaption></figure>

We recommend you activate **the** [**Auto active affiliate**](/settings/general-settings/auto-activate-affiliates) feature so any invited affiliate can start their work right after requesting to join without waiting for your review.

## **4. How do affiliates recommend others**?

Each active affiliate has a **network link** to invite others (after the **MLM** feature is activated), which can be found right on their affiliate account's dashboard:

<figure><img src="/files/7EUSPjQv7p1qQI30Zqh2" alt="how affiliate share network link"><figcaption></figcaption></figure>

If other participants click this link and register as new affiliates, they will be considered as the downline distributor with one level lower than the one who owns the link.

The performance of the downline affiliates will be updated on the merchant’s backend and the upline affiliate’s backend.

## 5. Manually set upline affiliate to an existing affiliate

Merchants can manually connect one affiliate to another in the merchant account. Go to **Affiliates** > cick on an affiliate name > **Network** tab > **Set upline affiliate**.

<figure><img src="/files/kPqa3NsvGcIu4bncTsZD" alt="mannual add affiliate to the mlm"><figcaption></figcaption></figure>

Enter the upline affiliate name/email and click **Set**. Kindly note that one affiliate can have only one upline affiliate.&#x20;

<figure><img src="/files/2eQIam5gcvkvT04HGIjV" alt="select upline affiliate"><figcaption></figcaption></figure>

## 6. See MLM tree

You can have a visual look at the affiliates' relationship in the MLM network by clicking **See MLM tree.**

<figure><img src="/files/O7pyoUjkyepqmOCxwKyi" alt="see mlm tree"><figcaption></figcaption></figure>

In the **See MLM tree** page, you will see the **Affiliate tree** section where you can view an affiliate's uplines and downlines on a visual board.&#x20;

1. Search for and select an affiliate, then click **View affiliate tree**.
2. The visual board then opens to show you the uplines and downlines (if any) of the selected affiliate.

<figure><img src="/files/wRlOmmeWUj0MUftP3BXW" alt="how it show "><figcaption></figcaption></figure>

* If the selected affiliate has multiple uplines, all upline levels will be fully displayed.
* If the selected affiliate has multiple downline levels, only level 1's downlines are shown by default while the remaining will be hidden in the **Plus** button. You can click on it to open the next levels one by one.&#x20;

Besides, on the See MLM tree page, you will see the Network list, which shows all upline affiliates with their tree. Any affiliate that has downline(s) will get a **Plus** icon, so you can click on it to see them. Here's an example:

<figure><img src="/files/ixZZio98qwEmyxnYKPSe" alt=""><figcaption></figcaption></figure>

Additionally, you can click **Export all** to view and manage your entire MLM network in an exported Excel file for easier management.

The affiliate's MLM tree via the visual board can also be found by clicking on the icon in the **Action** column.

## **7. How the MLM commissions are displayed.**

In case a referral order is made thanks to an ambassador in the MLM network, the order commission for that original affiliate and network commission for the upline affiliate will be displayed in the **Referral** section.

There would be a small note with “+” below the original affiliate commission, which is the network commission amount, the merchant can see its details by clicking the eye icon in the **Network** column, and commissions for related affiliates will be displayed including their level.

<figure><img src="/files/T4W6zgJfPhoy5UBIPNKB" alt="see network column"><figcaption></figcaption></figure>

<figure><img src="/files/8EUfaBRHG6BDDox1o235" alt=""><figcaption></figcaption></figure>

In **Payments**, figures are listed by affiliates' total commissions, so you can click **Review referrals** to observe their detailed incomes including the direct order commission (Referral) and network commission (Network) to evaluate their performance.&#x20;

<figure><img src="/files/97RDWyhkZn2Zl6WofBDd" alt="review referrals"><figcaption></figcaption></figure>

**Payments** are made manually so after you send the payments to your affiliates, click **Mark as paid** to let the affiliates know.

Each affiliate can also keep track of his/her commission amount. They can see their downline distributor's performance and their network commission in the **Network** tab on the [Affiliate page](https://secomapp.zendesk.com/hc/en-us/articles/360024581612-Affiliate-Page) to see whether their team is bringing them any interest.

**Multi-level marketing** (MLM), known as **network marketing** is a popular and promising method to grow a business at a great pace using abundant affiliates. MLM allows each affiliate to invite and recruit others into the network, thus, your business could reach more potential customers through diverse channels and promotion activities.


# Refer-a-friend

Auto-convert signed-up customers into affiliates, and why new stores should use Post-purchase signup for refer-a-friend instead. Available from the Growth plan

## Post-purchase popup

{% hint style="warning" %}
**Important notice:**\
The **Post-purchase popup** feature will be **removed on January 21, 2025**, due to [Shopify’s deprecation of ScriptTag on checkout](https://shopify.dev/docs/apps/build/online-store/blocking-script-tags?syclid=ctb5vae3879s73ahli30t#does-your-app-still-require-scripttags-on-the-order-status-page). We recommend transitioning to the **Post-purchase signup** feature, which aligns with Shopify’s Checkout Extensibility framework. Please update your workflows accordingly.
{% endhint %}

#### Transition to Post-purchase signup

To continue engaging customers post-purchase, we recommend transitioning to the **Post-purchase signup** feature, which offers:

* **Compatibility**: Fully aligned with Shopify’s Checkout Extensibility framework.
* **Enhanced experience**: A streamlined signup flow for better customer engagement.
* **Ease of use**: Simple setup and customization for merchants.

For step-by-step instructions on implementing the Post-purchase signup feature, please refer to this [documentation](https://docs.uppromote.com/outreach/affiliate-recruitment/customer-referral?utm_source=post-purchase-popup\&utm_medium=click\&utm_campaign=doc#id-2.-post-purchase-signup).

## Convert signed-up customers to affiliates

{% hint style="warning" %}
As of 7 June 2024, the  *Convert signed-up customer* feature will be **unavailable** for all new merchants installing the app. This decision has been made to align with Shopify Checkout Extensibility.
{% endhint %}

Besides the **Post-purchase popup**, you can enable a new feature: **Convert signed-up customers** from your shop to affiliates. Please go to **Outreach > Affiliate recruitment > Convert signed-up customers.**

When customers register their accounts in your shop, our system **will automatically create affiliate accounts for them**. They will then get a notification email with their affiliate links and their affiliate log-in details.

Firstly, enable this feature and choose a program you want your customers to be in:

<figure><img src="/files/CjzkjzHxNX1AaSob9Oym" alt="convert sign-up customer"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note**: The "Assign customer as downline affiliate" setting is only available in the Enterprise plan.&#x20;
{% endhint %}

You will be able to customize the notification email sent to new registered customers.

<figure><img src="/files/YkGw3tsAbLNQ7mSNNfVm" alt="edit welcome email"><figcaption></figcaption></figure>

<figure><img src="/files/SZQIfOVKRJAtqpLuDrn7" alt="edit emailc content"><figcaption></figcaption></figure>

Click **Save** to save your settings.

***TIP**: Create a separate program for **Converted customers**, you can set this program to pay with* [***Store credit***](https://docs.uppromote.com/set-up/payment-setup/store-credit) *exclusively. That will help to keep your customers as loyal customers.*




---

[Next Page](/llms-full.txt/1)