> For the complete documentation index, see [llms.txt](https://docs.uppromote.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uppromote.com/management.md).

# Management

- [How to setup affiliate registration page?](https://docs.uppromote.com/management/affiliate-registration-form.md): How to setup affiliate registration page in UpPromote for Shopify merchants managing their affiliate program. Available in all plans.
- [Add Registration form to Storefront](https://docs.uppromote.com/management/affiliate-registration-form/add-registration-form-to-storefront.md): How to add registration form to storefront in UpPromote with step-by-step guide for Shopify merchants.
- [Get Registration form link for each program](https://docs.uppromote.com/management/affiliate-registration-form/generate-affiliate-registration-form-for-each-program.md): How to get registration form link for each program in UpPromote with step-by-step guide for Shopify merchants.
- [Registration page editor](https://docs.uppromote.com/management/affiliate-registration-form/form-editor.md): How to access and navigate registration page editor within UpPromote. Step-by-step guide for Shopify merchants.
- [Add/edit form fields](https://docs.uppromote.com/management/affiliate-registration-form/add-more-fields.md): How to add/edit form fields in UpPromote. Step-by-step guide for Shopify merchants.
- [Benefit text display](https://docs.uppromote.com/management/affiliate-registration-form/benefit-text-display.md): How to edit benefit text display in UpPromote. Step-by-step guide for Shopify merchants managing their affiliate program.
- [Terms and Conditions sample](https://docs.uppromote.com/management/affiliate-registration-form/terms-conditions-sample.md): Terms and Conditions sample ready-to-use template for UpPromote's merchants to ensure clear terms with affiliates.
- [Privacy Policy sample](https://docs.uppromote.com/management/affiliate-registration-form/privacy-policy-sample.md): Privacy Policy sample to ensure clear privacy policy with affiliates joining merchants' affiliate program.
- [Social sharing - Clear link preview cache](https://docs.uppromote.com/management/affiliate-registration-form/clear-link-preview-cache.md): How to ensure better social sharing profile with your affiliate registration page. Clear link preview cache on Facebook & LinkedIN.
- [Hide Registration form sidebar](https://docs.uppromote.com/management/affiliate-registration-form/hide-sidebar-in-the-registration-form.md): How to hide registration form sidebar in UpPromote with step-by-step guide for Shopify merchants.
- [Post-registration thank you page](https://docs.uppromote.com/management/affiliate-registration-form/thank-you-page.md): How to add post-registration thank you page in UpPromote. Settings > Affiliate admin > Registration form > Thank you page
- [How to Set Up Affiliate Programs in UpPromote](https://docs.uppromote.com/management/programs.md): 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.
- [Program list](https://docs.uppromote.com/management/programs/program-list.md): Programs tab. How to manage your program list within UpPromote.
- [Add/edit programs](https://docs.uppromote.com/management/programs/program-settings.md): How to add/edit programs in UpPromote with step-by-step guide for Shopify merchants managing their affiliate program.
- [Commission structure](https://docs.uppromote.com/management/programs/program-settings/commission-structure.md): How to commission structure in UpPromote. Navigate as followPrograms > Edit program > Commission structure.
- [Commission rate on order value](https://docs.uppromote.com/management/programs/program-settings/commission-structure/commission-rate-on-order-value.md): Navigate as follow to set commission rate on order value in UpPromote: Programs > Edit program > Commission structure > Rule.
- [Commission calculation settings](https://docs.uppromote.com/management/programs/program-settings/commission-calculation-settings.md): How to mofidy commission calculation settings in UpPromote. Navigation: Programs > Edit program.
- [Special product commission](https://docs.uppromote.com/management/programs/program-settings/special-product-commission.md): How to add commission on a selection of product in UpPromote. Programs > Edit program > Special product commission
- [Exclude products/collections from commission](https://docs.uppromote.com/management/programs/program-settings/exclude-products-collections-from-commission.md): How to exclude products or collection from getting commission in UpPromote. Available from Professional plan or above.
- [Default payment method](https://docs.uppromote.com/management/programs/default-payment-method.md): How to set up default payment method in UpPromote. Available on all plans.
- [Auto-discounts for customers with the affiliate link](https://docs.uppromote.com/management/programs/auto-discounts-with-affiliate-link.md): Detail guide to add auto-discounts via affiliate link in UpPromote. Available from the Professional plan
- [New customer commission](https://docs.uppromote.com/management/programs/new-customer-commission.md): How to configure commission for new customer in UpPromote. Available from the Professional plan
- [Lifetime commissions](https://docs.uppromote.com/management/programs/lifetime-commission.md): How to lifetime commission in UpPromote. Available from Professional plan
- [Special coupon commission](https://docs.uppromote.com/management/programs/special-coupon-commission.md): How to create special coupon commission in UpPromote. Available in Enterprise plan.
- [Exclude self-referrals](https://docs.uppromote.com/management/programs/exclude-self-referrals.md): Definition and how to exclude self-referrals in UpPromote. Available in all plans.
- [Auto-tier commission](https://docs.uppromote.com/management/programs/auto-tier-commission.md): How to set up auto-tier commission for your affiliates in UpPromote. Available from Professional plan.
- [How to Manage Affiliates in UpPromote](https://docs.uppromote.com/management/affiliates.md): How to navigate and manage affiliates in UpPromote via Affiliates tab.
- [Approve/Deny/Delete an affiliate](https://docs.uppromote.com/management/affiliates/approve-deny-delete-an-affiliate.md): How to approve, deny, or delete an affiliate in UpPromote. Navigate: Affiliates > Activate/Deny/Delete.
- [Affiliate profile](https://docs.uppromote.com/management/affiliates/affiliate-profile.md): What is affiliate profile page and what can you see on it in UpPromote.
- [Import/Export affiliates](https://docs.uppromote.com/management/affiliates/manually-add-affiliate.md): How to import and export affiliates at ease in UpPromote. Navigation: Affiliates > Add affiliate/Export affiliates
- [Connect Customers](https://docs.uppromote.com/management/affiliates/connect-customers.md): How to connect customer to affiliate in UpPromote. Available from Professional plan.
- [Connect Products](https://docs.uppromote.com/management/affiliates/connect-products.md): How to connect product or collection to an affiliate in UpPromote. Available from the Professional plan
- [How to Manage Referral Orders in UpPromote](https://docs.uppromote.com/management/referrals.md): The directory for managing referral order in UpPromote. Find the action you need and get the detail instruction at ease.
- [Tracking types/Commission calculation rules and priority](https://docs.uppromote.com/management/referrals/tracking-types-priority.md): Understand which affiliate gets the commission when a link and coupon are used together, plus UpPromote's full tracking and commission priority order.
- [Referral list & details](https://docs.uppromote.com/management/referrals/referral-list-and-details.md): See how to track referral statuses, review commission details, and check order timelines synced from Shopify in your UpPromote referral list.
- [Approve/deny a referral order](https://docs.uppromote.com/management/referrals/approve-deny-a-referral-order.md): Learn how to approve or deny a pending referral order in UpPromote to validate or reject affiliate commissions, plus how to enable auto-approve.
- [Manually add referral](https://docs.uppromote.com/management/referrals/manually-add-referral.md): 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.
- [How to get Order ID](https://docs.uppromote.com/management/referrals/get-order-id.md): 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.
- [Refunded/Cancelled Orders](https://docs.uppromote.com/management/referrals/return.md): 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.
- [Customer journey](https://docs.uppromote.com/management/referrals/customer-journey.md): See how the Customer journey timeline shows up to 4 affiliate link clicks per referral, helping you track affiliate performance and optimize campaigns.
- [How to Pay Your Affiliates in UpPromote](https://docs.uppromote.com/management/payments.md): 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.
- [Set up payment methods](https://docs.uppromote.com/management/payments/set-up-payment-methods.md): UpPromote offers two payment types: in-app payouts or manual methods. Learn to set them up per program.
- [Affiliate's payment details not specified](https://docs.uppromote.com/management/payments/affiliates-payment-details-not-specified.md): 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.
- [Export invoice](https://docs.uppromote.com/management/payments/export-invoice.md): Learn how to turn on Export invoice in UpPromote and download single or bulk PDF invoices for paid affiliate referrals from the Payments tab.
- [EU format invoice](https://docs.uppromote.com/management/payments/export-invoice/eu-format-invoice.md): 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.
- [Manual payments](https://docs.uppromote.com/management/payments/manual-payouts.md): Payments > Manual Payments
- [How to Pay Affiliates Inside UpPromote (In-App Payouts)](https://docs.uppromote.com/management/payments/in-app-payments.md): 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.
- [Store Credit](https://docs.uppromote.com/management/payments/in-app-payments/store-credit.md): Use Store Credit to reward affiliates instead of cash in UpPromote and allow self-redemption as order discount. Available from the Growth plan.
- [Store Credits process](https://docs.uppromote.com/management/payments/in-app-payments/store-credits-process.md): How UpPromote processes Store Credit payouts: give fix-value discount or let affiliate redeem credits into custom coupon. Available from the Growth plan.
- [Schedule Store Credit auto-payout](https://docs.uppromote.com/management/payments/in-app-payments/schedule-store-credit-auto-payout.md): 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.
- [PayPal integration](https://docs.uppromote.com/management/payments/in-app-payments/paypal-integration.md): Connect your PayPal Business account to UpPromote to pay affiliates in-app. Available from the Professional plan.
- [PayPal Payments](https://docs.uppromote.com/management/payments/in-app-payments/paypal-payout.md): Pay affiliates via PayPal in UpPromote. Available from the Professional plan.
- [Schedule PayPal auto-payout](https://docs.uppromote.com/management/payments/in-app-payments/schedule-paypal-auto-payout.md): Automate affiliate PayPal payments in UpPromote so commissions go out on your own terms and save your effort. Available from the Professional plan.
- [Wise - Bank transfer integration](https://docs.uppromote.com/management/payments/in-app-payments/wise-bank-transfer-integration.md): UpPromote's Wise integration sends affiliate payouts to bank accounts in 40 currencies across 70+ countries. Available from the Professional plan.
- [Wise Payouts](https://docs.uppromote.com/management/payments/in-app-payments/wise-payouts.md): Learn how to pay affiliates via Wise in UpPromote. Available from the Professional plan
- [Tax on paid commissions](https://docs.uppromote.com/management/payments/tax-on-paid-commissions.md): UpPromote lets you set tax on paid commissions, with the merchant or affiliate paying. Available from the Professional plan.
- [Affiliate request payment](https://docs.uppromote.com/management/payments/affiliate-request-payment.md): 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.
- [Display](https://docs.uppromote.com/management/display.md): Display tab
- [How to create and filter custom columns](https://docs.uppromote.com/management/custom-columns.md): 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.
- [UpPromote Home Dashboard](https://docs.uppromote.com/management/home.md): 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.
- [Custom domain (white-label)](https://docs.uppromote.com/management/home/custom-domain.md): Replace af.uppromote.com links with your own branded subdomain in UpPromote. Available in Professional plan or above.
- [App extensions](https://docs.uppromote.com/management/home/app-extensions.md): Manage UpPromote app extensions on your Shopify theme. Enable core tracking, the message bar, customer referral widgets, and signup forms from the Theme Editor.
- [How to use analytics to grow your affiliate program](https://docs.uppromote.com/management/analytics.md): Track your affiliate program performance in the UpPromote Analytics dashboard: monitor clicks, sales, and commission, plus insights like CR, AOV, ROI, and CAC.
- [Affiliate analytics](https://docs.uppromote.com/management/analytics/affiliate-analytics.md): 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.
- [Product analytics](https://docs.uppromote.com/management/analytics/product-analytics.md): Use UpPromote Product analytics to find your best-selling products by period, compare their sales performance, and control product data visibility for affiliates.