That said, our Affiliate Services team will be available to you on day one of the affiliate onboarding process. This critical team will work with your distributorship on virtually any need — from answering specific questions about our processes to training you on our various technology platforms. That’s also why this team is available to you long after the onboarding process.

If you find affiliates without any conversions, it’s best to reach out and see how you can help. The main goal of affiliate onboarding is to set up affiliates for success. This involves regularly checking in to make sure they have all they require. Incentives offer encouragement to affiliates to join your program and promote your business. Create a bonus or commission-boosting incentive scheme that offers affiliates the chance to generate conversions within the first 30 days of joining your program or so.

Make sure your email promotions include offers for one-on-one conversations between affiliates and program managers. Having a welcome package makes it easier for affiliates to follow educational sessions about the program. You want to avoid overwhelming new participants with confusing jargon or overly technical explanations. New participants should understand the instructions and what’s expected of them during their time as one of your brand affiliates. Each new affiliate you bring into your program will have unique skills and strengths. Some might have a lot of experience being part of an affiliate program, and it might be the first time for others.

Give instructions on how to identify as an affiliate

By valuing that potential, however, your company and your employees could be very successful. A high turnover rate is often very expensive for organizations because of the time and money that needs to be spent to find new employees. When managers and senior-level employees quit, this can cost a company hundreds of thousands of dollars – something any organization doesn’t want to spend money on.

• According to research from Gallup, highly-engaged teams show 21% greater profitability than less-engaged teams.
• If any employee doesn’t know what success looks like within their role and the organization, there’s a good chance they won’t achieve it.
• While it’s recommended you outline some easy-win, upcoming tasks the employee can start thinking about, don’t ask them for any hard deadline work within the first week.
• Again, you know your business best, so use this knowledge to offer your affiliates a personalized experience.
• Make sure your email promotions include offers for one-on-one conversations between affiliates and program managers.

Doing so inspires employees to care more about the company they’re working for and can increase their engagement while at work. You need to give instructions on how the new affiliate will identify themselves in relation to your brand; the relationship should be clear to their audience. Zapiermakes it easy torun checklistsinProcess Streetand trigger customized actions in over 1,000 apps, including Slack, Evernote, Salesforce, Trello, and more, with new integrations being added all the time.

Clearly State Your Affiliate Terms and Conditions

If a positive relationship is to be formed, it can’t just be a one-size-fits-all approach. Each affiliate will be different; some will have lots of experience, some will have none. Consider where your affiliate is going to be promoting – if they primarily use Instagram, consider chatting with them about the most effective posting times, or about creating video content for Reels.

The Aberdeen Group report found that high-performing organizations are nearly two-and-a-half times more likely than lower-performing employers to assign a mentor or coach during the onboarding process. “If we don’t worry about onboarding before the employee starts, then we’re way behind,” said Ben Peterson, CEO of BambooHR, an HR technology company. This toolkit provides the business case for employee onboarding, program components, delivery approaches, metrics and more. However, in some organizations, onboarding is often confused with orientation. While orientation might be necessary—paperwork and other routine tasks must be completed—onboarding is a comprehensive process involving management and other employees that can last up to 12 months.

Onboarding may also familiarize them with your work culture and help them understand your expectations so they’re more likely to succeed. If you hope to create or improve your onboarding process, this onboarding checklist will steer you in the right direction. The type of affiliate network or marketing program you join will depend on the type of products your audience is interested in.

Communicate program details with affiliates

You want them to feel like valued members of your program, so they’ll be motivated to make your brand a priority. Send out a congratulatory message when they make their first sale or hit an established sales target. They may need help understanding the basics or require additional training on different tools. Try and provide them with the best affiliate marketing software available to make it easier for them to set up promotions. The steps you use for onboarding adequately prepare affiliates to be successful in promoting your brand.

You are likely to see results the more affiliates actively advertise your business. It’s ok to give affiliates a little nudge or set a goal that will help prioritize promoting your product or services over other offerings. Although it may seem obvious, it seems some affiliate onboarding affiliate managers aren’t aware of the power of an optimised and streamlined partner onboarding process. Ensuring that as soon as your partners join your programme they can begin with the promotion process means a positive tone will be set for the relationship.

Set up some time to have a more in-depth discussion regarding what their day-to-day will look like, who they’ll be working closely with, and what their key deliverables are. If the documents mentioned above need to be signed through an employee HR software such as BambooHR, Workday, or Collage, you might have completed this step already. If not, it’s great to get this done as soon as you can so that you can provide access to the new employee. A strong onboarding process gives the employee insight into not only where they’ll be working, but how they’ll be working. At its core, onboarding is the process by which a new employee is initiated into a company or organization. Onboarding starts during the recruitment and hiring process, and can stretch over the course of the individual’s first year.

Send off and received back a signed copy of the document

This information can be shared on your affiliate signup page, and/or in affiliate communications like a welcome email or getting started guide. Regardless of where you share it, it’s important that these details are clearly conveyed to affiliates right away. Before getting started, make sure you are prepared and you have completed setting up your Tapfiliate account. This step involves several important details that are important to affiliate onboarding.

To create a positive onboarding experience, take time to prepare affiliate communications and resources which will ultimately help in the long run. It’s important that your affiliates are aware of all the details about your programme. Now is the perfect time to be honest; this will benefit both you and your affiliate in the long run. Whether you share this on your sign up page or in communications over email, it is important to get these details established from the get go.

Start Getting More Sales Today with AffiliateWP

Your partnership terms should be a legal document,with information specific to the kind of affiliate partnership you are offering. There is plenty of documentation for getting started with API integrations for Process Street. Below is an email widget that has been auto-populated with the applicant’s email address, alongside a template email notifying them of their unsuccessful application. Unfortunately, the applicant was not successful – best to let them know sooner rather than later. Below you will find an auto-filled email widget, with your new affiliate’s email address and a template message congratulating them. Make a decision, and record whether the applicant was successful or unsuccessful in the form field below.

By taking the time to show that new employees are valued, there is no risk of any employee feeling like they were left behind or unappreciated. Announce and promote your new affiliate partnership across your own https://xcritical.com/ social media and email channels. It’s also important to make the distinction between affiliate and the brand they’re promoting, so guidelines for disclaimers will have to be communicated up-front as well.

What is an onboarding checklist?

For example, if you had scheduled an introductory meeting with another team and then forgot about it, or didn’t prepare anything, the new employee is left feeling confused and uncomfortable. If you’re running around trying to do a million things, you’re sending the wrong message to the new employee. Take a breath, make sure your calendar is up-to-date, and show the employee that they’re in good hands. While your new hire knows what was outlined in the job posting, it can be really helpful to walk them through their responsibilities on the first day.

The onboarding process is highly important if you desire your affiliate programme to grow. Affiliate revenue is the aim of the game, and this can be achieved by increasing the amount of affiliates promoting your brand – this comes from a positive experience. The affiliate onboarding process is the first impression that a partner gets of your brand. If they receive little support and feel the process is messy, meaning they can’t get started with their promoting straight away, that is not going to create a positive relationship. For example, we provide coaching that covers your marketing and sales strategy, business planning and strategy, and more.

“Reviewing and giving thoughtful feedback on your new hire’s early contributions are also important during onboarding,” he said. Thousands of vacancies would open up in an instant—and your HR team would have less than three months to recruit for those positions. “We cared enough to hire them, we want them to know we care enough to build rapport,” Peterson said. UpPromote Dashboard shows you details of your affiliates’ sales, orders, clicks, etc so you can easily track their performance. When creating a guide, be cautious not to overload your new affiliates with far too much expertise and technical terms, as your new affiliate partners may not grasp industry-specific words. For instance, you might find that a combination of timely email blasts and SEO content will improve your marketing efforts more than either one on its own.

For example, according to Affiliate Insider, artificial intelligence and cloud software will play an increasing role in how affiliate marketers collect data to make decisions in 2023 . The onboarding experience doesn’t have to feel like a chore for new employees — or HR managers. With the above checklist and best practices, you can develop and optimize a successful onboarding plan that will create — and keep — happy, productive employees. Onboarding is the key to success for performance-based affiliate marketing.