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From account setup to your first program

A captioned walkthrough of onboarding, affiliate management, sales, payout review and tiers.

General product walkthrough · Recorded with sample data · No real payments are made.

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Create your account

Welcome to Pay My Partners. This walkthrough shows general account setup and the main tools for running an affiliate program, using sample data. Start by entering your name, work email and a password. Select Create account, then follow the verification link sent to your email. The five steps at the top show where you are in setup.

Tell us about your company

Next, add your company name, website and support email. Choose a clear program address that affiliates can recognise. Your business category and country help describe your program. These details carry through to your affiliate signup experience, so review them before moving on. In this example, we are setting up a fictional learning company.

Choose where you sell

The next step is choosing where you sell. A platform connection is configured separately and its availability depends on the integration. You can also continue with manual tracking while you prepare the connection. For this general walkthrough, we use Skip for now, track manually. This keeps account setup moving without demonstrating or claiming a completed Shopify installation.

Set your commission rules

Now decide what affiliates earn. You can choose a percentage or a fixed commission, and set how long qualifying purchases continue to earn rewards. The cookie window controls referral attribution. The hold period gives orders time to settle before commissions become payable. Review the minimum payout and choose manual payout review while you get started.

Prepare your affiliate signup page

The final setup step is your program page. Write a headline, explain what you sell and describe the kinds of affiliates you want to work with. Add application questions and decide whether applications need your review. The preview shows the information affiliates will see, including the commission terms. Check the details before publishing your program.

Your program at a glance

Here is the dashboard for an established sample program. The overview brings referred sales, commissions and partner activity together. Use the date controls to review the period you care about. The navigation keeps affiliates, sales, payouts and settings close at hand, so you can move from a headline number to the records behind it.

Manage your affiliates

Open Affiliates to review the people in your program. See their status and performance, review applications and find an individual partner. This gives you a practical place to manage your network as it grows. The sample list here is fictional; it demonstrates how partner records appear once your program has activity.

Review sales and commissions

Sales brings referred orders and commission records into one view. Review the order amount, the affiliate and the commission associated with each sale. Refund adjustments help keep the amount owed aligned with the underlying order. Use these records to investigate a referral or check a commission before you move on to payout review.

Review before paying

Payouts separates eligible commissions from past payout runs. Review who can be paid, the amount and any missing payment details. The summary shows the proposed run and fee information before confirmation. This demonstration does not send a payment. In daily use, review eligibility and the total carefully before authorising a payout.

Organise your affiliate tiers

In Settings, affiliate tiers let you organise partners by what they earn and how they join. A standard tier can be open to applicants, while an invitation-only tier can use different terms. Review the rate and duration for each tier. Keep your published program terms consistent with the rewards you configure here.