Hogan Chua

WEBVTT
Kind: captions
Language: en

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hey guys it's Hogan here and in this video I'm 
going to be showing you guys how to create an  

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affiliate program for your Shopify store using up 
promote so having an affiliate program is really  

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important for your e-commerce website because 
you allow Affiliates to join your program and  

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they can promote your store using an affiliate 
link so they can create content for your store  

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driving a lot of traffic and potential sales for 
your website and it's really great because you  

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don't have to pay upfront so you only pay once 
they actually make a sale for you so it's a very  

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lowrisk way of advertising and I feel like it's 
definitely very underutilized with a lot of stores  

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spending a lot on paid advertising not knowing 
if they're going to get any sales so I'm going  

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to jump to the computer and show you a quick demo 
of what you'll be learning in this video so I just  

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wanted to give you a quick tour of basically what 
you'll be learning in this tutorial so I'll show  

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you guys how to create your affiliate program so 
for example once I click on this link here they'll  

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be navigated to join your affiliate program 
and they can enter in their details and they  

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can sign up and register to join once approved 
they'll get access to a dashboard area and then  

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they can click on this link over here and promote 
this affiliate link if Their audience or if their  

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visitors purchase through that link they'll get a 
commission which is tracked by up promote and the  

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commissions will appear here once they have been 
approved by you then you can go ahead and pay them  

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so you can also get a product link as well so if 
they want to promote a specific product so there's  

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a lot of features that I'll go through in this 
tutorial today there will be no coding involved  

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everything's very easy to set up and free as well 
I'll also show you some other interesting features  

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such as the refer and earn feature which basically 
allows visitors to share a link with their friends  

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and they each get a discount on their order 
so this is really great to really grow your  

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traffic and really grow your sales without doing 
any paid advertising so I'll also show you guys a  

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lot of other really cool features of OTE and all 
of this is without any coding it's all very easy  

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to set up I'll show you guys everything that you 
need to know and I'll also leave some timestamps  

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in the descriptions so if you want to skip to any 
section you can so without much further Ado let's  

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get started in this tutorial okay so let's get 
started so to actually install the app you'll have  

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to search for up promote in your Shopify store so 
just log in or you can also click the link in the  

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description below this video so we can click on 
search over here and you can type in up promote  

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and then over here you'll find it if you don't 
find it you can also go over here search I promote  

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in the Shopify App Store and again you can do the 
search up here and it should be the first one on  

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the left here so you can click on this one and 
then we can install it over here click on install  

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on the bottom right so I'm just going to close 
the top windows up here so you can also pin it to  

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your navigation which I normally do for the most 
important apps so it stays there so over here you  

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can fill in your details your email address as 
well as a password so I'm just going to set that

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in and then over here for the subpath you can 
rename it so right now it is a just some numbers  

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and uh alphabet so we can actually change it 
to for example your name of your brand shark  

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slippers for example and therefore the URL for the 
registration link will actually have your brand  

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name in here you can also change the domain name 
of it as well um if you do have the paid plans um  

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I'll show you that a little bit later so over here 
I'm going to untick this and I'm going to click  

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on register so here I'm going to select expand 
affiliate network but you can choose whichever  

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one suits you the best click on next and I have 
zero Affiliates right now click on next select  

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your industry I'm going to select fashion click 
on start quick setup so here we can click on get  

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started on the bottom right here you've also got 
a really responsive live chat option if you run  

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into any issues they reply really quickly so you 
can get in touch with them if you need with the  

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commission structure I normally have both of these 
ticked so basically uh if you assign a coupon code  

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to someone and someone actually uses the coupon 
code you'll also be tracked to that specific  

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affiliate I normally keep that checked and for the 
commission type you can set a percentage of sale  

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so this is most popular if you are a uh e-commerce 
store selling physical products sometimes you  

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might be selling digital products and you might 
offer a flat rate per order so in this case I'm  

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going to select percent of sale and I'm going 
to set it to 10% so you can raise that later for  

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specific Affiliates depending on how well they do 
but 10% is a good starting point um you can raise  

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or we can reduce that depending on for example 
how sort of competitive your Niche is like for  

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example if you're in a niche where everyone is 
offering you know 10% you might want to offer 15%  

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for your affiliates so they promote you instead 
so we're going to click on Save and click on  

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next so here is just asking us to create a test 
affiliate account so we can go ahead and create  

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that and see how that process works as well so 
click on create account and I'm going to set in a  

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password too click on create so once that has been 
created you'll basically receive a email saying  

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that an affiliate has actually signed up to your 
program over here and as an affiliate basically  

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they'll also get a thank you for registration of 
our affiliate program and then they'll also get  

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another email asking them to confirm their email 
so they can click onto that to basically confirm  

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they have uh signed up over here all right so 
let's go back over here and here we can activate  

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their affiliate account so this is what we've 
signed up with and you'll need to activate it  

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before they can actually start promoting click on 
close and then click click on next so over here is  

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going to be their affiliate link or your affiliate 
link so basically they can take this link and  

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promote it to their audience through content uh 
through their blog social media or anything like  

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that and they can share that link so once someone 
actually clicks that links and purchases then that  

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sale will be attributed to them and you'll pay 
them a commission right so they'll also get a  

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sort of custom affiliate dashboard era which I'll 
show you where they can actually find this link  

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okay so here we can click on next next and here we 
can select uh what payouts do you want to pay your  

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Affiliates in uh you can use PayPal bank transfer 
these are the most popular but you can use other  

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ones as well um it really depends it really just 
uh lets the affiliate know how the payments is  

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done um but you can discuss how um to actually do 
it with them as well so perhaps you might want to  

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use another method personally I would use uh wise 
uh because they have the best rates um in terms of  

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conversion rates especially if you're paying 
like Affiliates and different currencies and  

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things like that you've also got the inapp payouts 
basically that means that you can do auto payouts  

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via PayPal or store credit so these are normally 
on the paid plans so we can go ahead and click  

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on Save and finish so the affiliate program is 
actually set up and it's all running uh right  

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now so we can click on go home so over here we 
can actually promote this form to our Affiliates  

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right so the first thing that you probably want 
to do is actually for example we can copy that  

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link okay I'm going to close these windows on the 
top for now and let's say we go over here paste  

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that in so this is basically the link that they 
can use to register so generally what I like to  

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do is to put this affiliate uh registration page 
on my website so for example I want to link it uh  

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on my footer section of my website so that's 
what I want to show you to do right now okay  

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so we can go back over here so make sure you cop 
this link to your clipboard and then what you can  

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do is go to online store so generally what you 
can actually do is you can go to the navigation  

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right and depending on where you want it so let's 
just say for example you want it um for example on  

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the top over here you can add it to the main menu 
navigation right so let's just show you guys how  

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to do that you can click into the main menu like 
that add menu item and for example we can name  

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this affiliate program and then you can paste 
a link that we actually um copied before paste  

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that in and then we can add and save menu okay 
so once you've actually added that in then if you  

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click back over here you'll have your affiliate 
program listed over here and people can sign up  

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so how I've actually structured my website is that 
if I go back over here to my online store store I  

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want to click on customize here I actually want it 
to add to my footer section so I'm going to scroll  

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down to my footer section over here and how I've 
structured it is I've added actually text sort of  

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modules in this section here I want to click into 
that and then basically I've just added my menu  

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uh with text and Link so basically I'm going to 
go insert link and then paste that registration  

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link in there like that and for the link title 
I'm going to leave that as is insert and then  

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save and then we can go exit let's go over here 
and view that again so we have the affiliate  

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program up here if you want it to be on the top 
but generally I like to keep it on the bottom or  

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the footer of the website so when people click on 
that they can actually register so what I want to  

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show you guys now is how to customize the look 
and style of your affiliate registration form to  

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make it a lot more professional So currently 
this is what it actually looks like so we're  

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going to go ahead and edit it so let's go back to 
our Shopify dashboard area let's click on the up  

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promote affiliate so if you don't see that you can 
do a search on the top over here and search for  

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up promote scroll down over here customize your 
affiliate registration form click on that so it's  

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actually very straightforward all the changes that 
you make on the left will actually be displayed  

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visually on the right hand side so for example 
you can click on it and you can change the font  

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I'm going to actually leave it as this because I 
think it's quite nice for the background color so  

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you can choose a page background color or you 
can also change it to a um image as well so in  

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this case I'm going to change it to a color so I'm 
going to go back to my website here and what I'm  

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going to do is you can actually download it app or 
a Chrome extension called colorzilla and you can  

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click on it okay and pick color from page so here 
it's actually going to allow you to pick a color  

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that is from your page so I just want to keep 
everything on theme so I've selected that color  

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and then I can head back over here and then I can 
change the page color so let's just paste that in  

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okay delete that one okay so it looks like that um 
I don't think that looks the best so I'm actually  

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going to remove that one so what I'm going to do 
is edit the sidebar color so this one over here  

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paste that in okay so I'm just going to keep it 
like this and obviously that's not very visible  

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so you want to make sure all the text is visible 
we're going to change the color of that so you  

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can click on the color selector perhaps change 
it to black or a dark gray same thing with the  

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subheading like that pull it in okay so I think 
that looks really nice and we can scroll down over  

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here we can add in a logo or a title okay so here 
you can actually upload your logo so you can click  

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on that and then over here scroll down choose your 
logo okay so we're going to select the logo from  

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here Open click on Save and then I'm going to 
navigate back over here to up promote affiliate  

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click back on that registration form go back to 
the logo and title okay as you can see that has  

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changed but I think it actually removed the um 
background color here because we didn't save the  

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changes let's just paste that back in save that 
and okay don't show again here let's just change  

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the color back to the black color same thing 
over here okay I think that looks pretty good  

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here is the benefits text so here you can add 
any information that you need for example let's  

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say if you want to edit some text uh for example 
the additional terms uh we could do uh excludes

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shipping and taxes or something like that okay 
so the commission doesn't actually include any uh  

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shipping fee that they actually pay the customer 
actually pays so you can write that in here um  

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you can also edit the information depending on 
your uh affiliate program so we can scroll down  

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here with the form Fields you can also edit 
the form Fields here and display uh what is  

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necessary so for example what I would personally 
do is I would probably include some things like  

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maybe the country that they're from uh perhaps 
their website um if they have sort of social  

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media because you don't really want everyone to 
promote your affiliate program um you want to sort  

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of filter them otherwise there's a lot of people 
that you have to manage but they're not driving  

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any sales so we can just go ahead and select some 
of that and you can also select payment uh method  

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so people can actually select which payment method 
they want um or you can you know discuss that with  

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them later so it really depends on how you want 
to do that you can also add additional Fields uh  

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for example add additional field um you know more 
info and then uh input type so you can change it  

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to Long answer perhaps click on ADD okay so if 
they want to add any more information they can  

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do that and you can also set it to be uh required 
um if you want to as well so for example edits and  

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you can set that to be required apply and it'll 
have a little red ASX there all right so let's  

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scroll down over here for the capture you can 
include that for the button you can also change  

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the button color so for example um we can also go 
back over here and maybe let's pick another color  

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so something on the page as well maybe a little 
bit lighter like that copy and then go back here  

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and we can do the color so just paste that code in 
there okay and and then for the button text color  

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make that black and I think that looks okay and 
then over here you can also um change the login  

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button text color as well so for example paste 
that in there okay so this is going to edit this  

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one over here so I'm actually going to change that 
to let's just leave that change the button color  

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okay just the outer like that and that looks 
pretty good then for the terms and conditions  

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we can click that and you can use the sample 
terms and conditions by clicking on this and  

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that's going to generate the pre-created one and 
you can make sure and check the terms and see how  

00:15:40.000 --> 00:15:46.400
that suits your business and edit it accordingly 
same thing with the privacy policy okay you can  

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generate that and read through that and see what 
is um that you can actually use and you can edit  

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the rest so scrolling down over here you can also 
add a translate function on the top over here like  

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that um or you can remove that so you can also add 
custom CSS if you want to custom uh sort of the  

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look and style even further um by entering the 
code over here social sharing you can add that  

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in for the up promote branding I think you'll need 
the paid plan to actually remove this thing on the  

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bottom over here okay so if you do have that then 
you can remove that if you want to and then make  

00:16:22.000 --> 00:16:27.160
sure you save changes and another really important 
thing is that you can also click on the mobile  

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view as well to see how that looks okay make sure 
that's looking good and then click on the thank  

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you page so over here you can make it a little bit 
more on theme as well so for example let's change  

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the button color so let's just try to change that 
up text color let's make it a dark color okay so  

00:16:46.280 --> 00:16:53.480
I think that looks really good for the logo okay 
logo is showing the font you can change that um I  

00:16:53.480 --> 00:17:02.400
think that's looking okay then we can just click 
on Save changes so here we can click on back okay  

00:17:02.400 --> 00:17:09.800
and let's go ahead and refresh our affiliate page 
so over here click on refresh all right so that  

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looks pretty good so next I'm going to show you 
guys the affiliate dashboard basically what your  

00:17:15.280 --> 00:17:20.240
affiliate will see and where they can actually get 
their affiliate link to promote so what I want to  

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show you now is the affiliate dashboard area so 
this is more important for your Affiliates but  

00:17:24.800 --> 00:17:28.960
it's also very important for you to understand 
so that when they ask you any questions you  

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can walk them through especially getting your 
affiliate link so what we're going to do is we're  

00:17:34.960 --> 00:17:41.640
going to go to here okay get the affiliate login 
link and then they'll navigate to the login page  

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over here so you can ask them to bookmark that to 
their browser or you can also add that as a menu  

00:17:46.640 --> 00:17:51.640
item on your page as well on your website so here 
we're going to go ahead and log in to the test  

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account uh that we created earlier so we're going 
to verify that click on login so here is going to  

00:17:58.560 --> 00:18:03.200
be the the dashboard area showing the commissions 
uh pending commissions approved as well as the  

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paid but the most important part is the affiliate 
link so over here they can just click on copy okay  

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and this is going to be the field link they can 
use to promote so for example they can have it in  

00:18:14.680 --> 00:18:19.360
the YouTube description they can have this link 
on their blog or they can promote this link on  

00:18:19.360 --> 00:18:24.280
all other social media platforms as well so for 
example we click over here and let's just paste  

00:18:24.280 --> 00:18:31.360
that link then that's going to redirect um back 
to the homepage okay so that's going to track  

00:18:31.360 --> 00:18:38.800
back to that specific affiliate and if a customer 
purchases then basically if we go back over here  

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then you'll see the um commissions right so they 
can copy that and they can also get a product link  

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as well so basically as you can see that's linking 
to their homepage only you can also um get them to  

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promote specific products so you can click on get 
product link and here we can for example we can  

00:18:59.560 --> 00:19:05.080
just search for a products or browse the product 
list so let's just for example let's just find a  

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product for example glow in [ __ ] or fruit 
addition sliders select that and then we can  

00:19:10.800 --> 00:19:22.120
click on generate copy and save so over here we 
can copy that and that's going to link directly  

00:19:22.120 --> 00:19:27.720
to that specific products okay so that's a really 
great way to do it as well again that's going to  

00:19:27.720 --> 00:19:34.720
track back to them and we can head back over here 
and close that then for the get link with source  

00:19:34.720 --> 00:19:40.800
so the benefit of this is actually it's going to 
tell you where that sale came from so for example  

00:19:40.800 --> 00:19:46.880
if you are a YouTube content creator you could 
do YouTube okay and we can click on generate and  

00:19:46.880 --> 00:19:52.520
basically we can copy this link and you can paste 
it into YouTube description and if people purchase  

00:19:52.520 --> 00:19:57.160
that then it's going to track back as YouTube 
right but then you might have you know Facebook  

00:19:57.160 --> 00:20:01.680
as well then you might create another source 
which is Facebook and then you can basically  

00:20:01.680 --> 00:20:07.280
track you know how effective your sort of whole 
marketing campaign is for that specific affiliate  

00:20:07.280 --> 00:20:13.160
right so you can go back over here and generate 
copy it and use the link so those are the most  

00:20:13.160 --> 00:20:19.560
important uh features here here we've basically 
just got the stats of the performance um this  

00:20:19.560 --> 00:20:26.280
is going to be important for your Affiliates to 
understand commissions over here okay and this is  

00:20:26.280 --> 00:20:33.760
going to show the list of commissions payment so 
basically your uh payments and the marketing tools  

00:20:33.760 --> 00:20:38.760
so for the marketing tools here you can basically 
upload some sort of marketing assets such as like  

00:20:38.760 --> 00:20:44.920
logos or you might have like banners that they 
can actually use um in their campaigns so I'll  

00:20:44.920 --> 00:20:50.000
show you guys where you can actually add that in 
in a second so for the settings here um they can  

00:20:50.000 --> 00:20:56.040
add in their details so sometimes you might need 
like their sort of tax information or company  

00:20:56.040 --> 00:21:00.920
information for you to pay them uh if you've got 
got the payments so they can select which payment  

00:21:00.920 --> 00:21:06.760
method um they would like and then obviously put 
in the PayPal email and save changes um they can  

00:21:06.760 --> 00:21:13.360
also set up sort of notifications do they want 
that to be on uh for the guide here you can uh  

00:21:13.360 --> 00:21:19.880
sort of customize the guide as well and then you 
can also perhaps create a specific YouTube video  

00:21:19.880 --> 00:21:25.000
walking them through the affiliate dashboard 
area and how to use and how to actually set  

00:21:25.000 --> 00:21:30.480
up the affiliate links properly and you can put 
that information here and link it over here so to  

00:21:30.480 --> 00:21:35.800
actually change or edit the guide information and 
the marketing tools we can actually head back over  

00:21:35.800 --> 00:21:43.160
here so from here we need to click on motivation 
and then for the media Gallery add media and then  

00:21:43.160 --> 00:21:48.240
here we can click on ADD media you can also add 
specific categories like logos or you might have  

00:21:48.240 --> 00:21:53.440
banners you might have just images of products and 
you can set up categories so for example I'm going  

00:21:53.440 --> 00:22:04.280
to add just an image so this one for example is 
like a logo and then I'm going to choose a file  

00:22:04.280 --> 00:22:15.280
open save changes so that logo has been uploaded 
so if we go back over here to the marketing tools  

00:22:15.280 --> 00:22:20.840
so here is the logo and they can download that and 
they can use that for their marketing campaigns  

00:22:20.840 --> 00:22:27.120
and then for the guide so where can you actually 
add or change the information here we can go back  

00:22:27.120 --> 00:22:35.040
here and then go to to the settings area then 
go to the affiliate admin and then click on the  

00:22:35.040 --> 00:22:44.120
guide page so from here you can edit the text here 
and you can click this uh link here and you can  

00:22:44.120 --> 00:22:50.520
change the link to whichever YouTube video um that 
you've uploaded specifically for them and then you  

00:22:50.520 --> 00:22:58.080
can obviously um you know save it as well okay so 
that's the very basics of the affiliate dashboard  

00:22:58.080 --> 00:23:04.160
area next what I want to show you guys is how to 
create a coupon for your Affiliates so obviously  

00:23:04.160 --> 00:23:09.520
this is a very important uh feature because you 
can create a coupon code and you can give that  

00:23:09.520 --> 00:23:14.800
to your Affiliates and they can promote that 
coupon to Their audience and hopefully saving  

00:23:14.800 --> 00:23:19.280
them some money and that's going to increase their 
conversions which is probably going to increase  

00:23:19.280 --> 00:23:24.560
your sales as well first of all you can navigate 
to settings and system settings click on affiliate  

00:23:24.560 --> 00:23:31.040
link and coupon you want to make sure the coupon 
tracking is is sort of uh activated okay so  

00:23:31.040 --> 00:23:36.960
once you have that activated then we can go to 
motivation and then here we can click on manage  

00:23:36.960 --> 00:23:44.120
coupons so I'm going to add a new coupon so click 
on that and we're going to select the affiliate so  

00:23:44.120 --> 00:23:50.000
in this case we have uh myself that we've created 
test account on so we're going to select that  

00:23:50.000 --> 00:23:58.920
and then for the coupon code I'm just going to go 
enter Hogan 10 for perhaps a order discount uh of  

00:23:58.920 --> 00:24:07.520
10% so it's going to be a fixed amount actually 
a percentage over here so 10% like that and then  

00:24:07.520 --> 00:24:11.800
for the minimum purchase requirements I'm going 
to leave that as empty but you can change that if  

00:24:11.800 --> 00:24:18.120
you want to as well and you can also edit this 
one uh one use per customer if you want so we  

00:24:18.120 --> 00:24:26.440
can go ahead and save so basically this coupon 
is linked to this specific affiliate and their  

00:24:26.440 --> 00:24:33.520
sort of uh audience is going to get 10% off the 
entire order if they use this coupon code so you  

00:24:33.520 --> 00:24:38.200
can share that with your Affiliates and I think 
that's a very very useful feature so I just want  

00:24:38.200 --> 00:24:45.240
to quickly go over some of the general settings 
of up promote so you can navigate to settings here  

00:24:45.240 --> 00:24:50.480
and then the system settings General so we're 
going to scroll down so some of these features  

00:24:50.480 --> 00:24:55.000
are only activated with the paid plans which I'll 
talk about a little bit later on but if we scroll  

00:24:55.000 --> 00:25:00.320
down over here we've got the cookie settings so 
this is basically how long is that link going to  

00:25:00.320 --> 00:25:07.720
track for so you may want to extend this depending 
on basically how competitive your niches perhaps  

00:25:07.720 --> 00:25:12.880
you could offer 60-day cookies that basically 
means that that link is going to track longer so  

00:25:12.880 --> 00:25:17.520
therefore that affiliate probably has a better 
chance of actually converting that sale under  

00:25:17.520 --> 00:25:22.720
their name so basically getting more commission so 
there are some affiliate programs that are 30 days  

00:25:22.720 --> 00:25:28.760
some are like 60 days some people have it at 180 
days it really depends on you and what you want  

00:25:28.760 --> 00:25:35.680
to do so you can set that here so you've also got 
the notification settings as well over here and  

00:25:35.680 --> 00:25:41.560
you can enable them or disable them depending on 
what you want to do affiliate link and coupon so  

00:25:41.560 --> 00:25:47.360
again this one over here if we scroll down we've 
also got the shorten link feature basically if  

00:25:47.360 --> 00:25:54.520
you know what bit uh. Loi is basically helps you 
shorten the affiliate links and essentially if you  

00:25:54.520 --> 00:25:59.080
are on the professional plan you can actually 
enable that and basically your Affiliates can  

00:25:59.080 --> 00:26:05.000
actually shorten the link in their affiliate 
dashboard so that might be a great feature uh for  

00:26:05.000 --> 00:26:10.440
you to actually look at the UTM settings so it's 
basically some Advanced tracking settings uh this  

00:26:10.440 --> 00:26:16.320
is the tracking by coupon so I talked about this 
earlier um we're going to leave everything else as  

00:26:16.320 --> 00:26:23.320
defaults and for the product analysis um this is 
pro settings the payment settings over here so you  

00:26:23.320 --> 00:26:28.720
can uh check that and this basically just allows 
them to select which payment method they want to  

00:26:28.720 --> 00:26:35.080
do um only on the I think professional plan um 
you're able to set up the auto payout with the  

00:26:35.080 --> 00:26:41.880
PayPal so integration you can also integrate with 
other sort of email marketing Services as well  

00:26:41.880 --> 00:26:48.520
which is great if you do email marketing for your 
brand as well so we can go to the fraud detection  

00:26:48.520 --> 00:26:54.320
so normally I would uh enable this one so to 
prevent Bots from signing out onto your website  

00:26:54.320 --> 00:27:01.440
so we can set that in and enable it and then 
save so we can also click on Advanced so with  

00:27:01.440 --> 00:27:07.520
the advanced feature over here this basically 
just allows uh let's say for example someone  

00:27:07.520 --> 00:27:14.360
clicks on the affiliate link this will actually 
show on the homepage on the top uh notification  

00:27:14.360 --> 00:27:19.200
so this might increase in conversions for your 
Affiliates which basically gets you more sales  

00:27:19.200 --> 00:27:24.400
as well so this is I think on the professional 
plan which I'll show you guys how to set in uh  

00:27:24.400 --> 00:27:30.560
later on then we've got the profile settings so 
here can enter in the details registration form  

00:27:30.560 --> 00:27:37.600
guide form a login form so we uh went over those 
ones earlier um you can also change the account  

00:27:37.600 --> 00:27:43.360
language here as well and you've got the account 
text you can update that but generally leave that  

00:27:43.360 --> 00:27:49.720
as default account customization uh generally 
I just keep that as default as well I wouldn't  

00:27:49.720 --> 00:27:55.400
really show the customer's name unless we had to 
investigate some uh issue and things like that  

00:27:55.400 --> 00:28:00.920
so I just keep that as defaults and here you can 
enter in custom CSS or custom JavaScript if you  

00:28:00.920 --> 00:28:08.520
do need to customize something uh about the you 
know forms or anything like that so once those  

00:28:08.520 --> 00:28:15.360
settings are done then it's good to go so you can 
also navigate to outreach over here so over here  

00:28:15.360 --> 00:28:20.640
you can actually um customize the emails so you 
can click on manage emails and you can customize  

00:28:20.640 --> 00:28:26.400
the email messages depending on what you want to 
do and then save and if we go back over here you  

00:28:26.400 --> 00:28:33.760
can also enable I think the the live chats uh via 
the dashboard area as well um if you do have the  

00:28:33.760 --> 00:28:39.400
growth plan or higher and then you can also click 
on the analytics so this is basically where you  

00:28:39.400 --> 00:28:44.440
can track basically how many Affiliates you have 
total referrals and total sales and things like  

00:28:44.440 --> 00:28:50.680
that for your business then you can also click 
on the referrals so this is where you can manage  

00:28:50.680 --> 00:28:58.320
all the referrals and details here so for example 
this is a referral here and you can either approve  

00:28:58.320 --> 00:29:03.440
it or you can deny it so you can actually 
click into here and view the details so you  

00:29:03.440 --> 00:29:09.240
can see basically the customers's information 
and things like that and see if it's actually  

00:29:09.240 --> 00:29:15.680
a real referral for example you know they're not 
um basically just purchasing from their own link  

00:29:15.680 --> 00:29:21.320
and you can go back over here and then you can 
either approve or deny it so you can also click  

00:29:21.320 --> 00:29:28.040
on deny let's say for example um you do deem it as 
a real referral you can also click on undo as well  

00:29:28.600 --> 00:29:36.040
so you can also add in a referral as well so you 
can manually add in uh from a specific order ID  

00:29:36.040 --> 00:29:43.520
um you can also set in a fixed amount so for 
example let's say the commission amount is $20  

00:29:43.520 --> 00:29:48.960
uh the total sale is $200 and you can enter 
in a comment um basically just saying where  

00:29:48.960 --> 00:29:55.840
that came from and you can assign it to a specific 
affiliate so basically this $20 commission amount  

00:29:55.840 --> 00:30:02.280
will be added to their affiliate payout out so 
we're just going to go ahead and discard that  

00:30:02.280 --> 00:30:08.880
so another very interesting feature on the free 
plan of OTE is the marketplace listing so this  

00:30:08.880 --> 00:30:14.240
is going to give your affiliate program uh some 
exposure in the up promote Marketplace so again  

00:30:14.240 --> 00:30:19.640
this is on the free plan and you can navigate to 
the Outreach section scroll down over here to the  

00:30:19.640 --> 00:30:26.280
marketplace listing and you can click on edit 
offer so here you can edit the details of your  

00:30:26.280 --> 00:30:32.320
affiliate program so for example example we can 
set in the target audience so we can select all  

00:30:32.320 --> 00:30:37.320
or we can select a specific age range uh 
you can select a specific target audience  

00:30:37.320 --> 00:30:42.960
or you can select all and you can customize 
basically you know which countries that you  

00:30:42.960 --> 00:30:49.640
want to Target as well so you can set that in 
so let's just say for example we type in United

00:30:49.640 --> 00:30:58.160
States here and maybe United Kingdom like that 
okay so you can select your countries here and the  

00:30:58.160 --> 00:31:05.720
preferred promotional channels for example uh 
YouTube Tik Tok and let's say a Blog and you  

00:31:05.720 --> 00:31:12.000
can select it depending on what you want here 
we can set the basics of the affiliate program  

00:31:12.000 --> 00:31:18.200
so you can check that out depending on what 
you want to do and here we can also put in a  

00:31:18.200 --> 00:31:23.000
description so you can select the category and 
also a description so what I've basically done  

00:31:23.000 --> 00:31:31.720
here is actually I have gone ahead to chat GPT 
and and basically just set up the um prompt so  

00:31:31.720 --> 00:31:37.400
I am setting up an affiliate program for my store 
called Shark slippers we sell high quality Custom  

00:31:37.400 --> 00:31:42.840
Design slippers for kids and adults and then I'll 
just tell them you know I just wanted to set up an  

00:31:42.840 --> 00:31:48.360
affiliate program can you provide me some basic 
information here so as you can see I just pull  

00:31:48.360 --> 00:31:54.600
this information here and then we can click on 
generate okay so chat GPT is very very amazing if  

00:31:54.600 --> 00:32:00.520
you haven't used it already and you can take a lot 
of this information here and use it as inspiration  

00:32:00.520 --> 00:32:08.640
and edit whichever you feel is necessary and then 
we can use it so let's just for example wait till  

00:32:08.640 --> 00:32:15.960
that is finished uh loading okay so I think that's 
good so we're going to go ahead and copy that and  

00:32:15.960 --> 00:32:22.600
let's just paste that in okay so obviously you 
probably want to edit that as well so just going  

00:32:22.600 --> 00:32:30.520
to paste that in like that and then here we can 
scroll down so you can select all the products or  

00:32:30.520 --> 00:32:36.360
um you can select a few feature products as well 
if you want to okay select the category and just  

00:32:36.360 --> 00:32:40.920
fill in the information over here basically you 
want to fill in as much information as possible  

00:32:40.920 --> 00:32:45.680
so then when people come across your Filip program 
they're interested in promoting it so I'm just  

00:32:45.680 --> 00:32:52.440
showing you basically just a quick start uh way 
of just setting it up and here we can click on  

00:32:52.440 --> 00:32:57.960
view offer so this is going to appear in the 
up promote Marketplace and there are quite a  

00:32:57.960 --> 00:33:04.000
number of other affiliate programs are listed 
on here so it's something like this and then  

00:33:04.000 --> 00:33:09.840
Affiliates can actually go ahead and apply so this 
is a really cool feature and let's head back over  

00:33:09.840 --> 00:33:15.680
here so what I want to show you now is the process 
of paying out your Affiliates commission so it's  

00:33:15.680 --> 00:33:22.360
quite simple so with the free OTE affiliate uh 
plan you only have the manual payout option uh  

00:33:22.360 --> 00:33:27.200
but it's fairly easy and straightforward so when 
you're ready to pay your Affiliates then you can  

00:33:27.200 --> 00:33:33.880
go to the payouts tab over here and you can search 
the affiliate name you've got the payment method  

00:33:33.880 --> 00:33:38.880
as well as the information let's say for example 
this affiliate has chosen bank transfer then I  

00:33:38.880 --> 00:33:45.520
will basically do a bank transfer for $10 to their 
account and once I've done that which is outside  

00:33:45.520 --> 00:33:51.640
of the app then I'll mark it as paid so they 
can also select from different payment methods  

00:33:51.640 --> 00:33:55.680
uh let's say for example this is the dashboard 
area they can select different payment methods  

00:33:55.680 --> 00:34:00.960
and enter in the details for example if they have 
a PayPal account and they want me to transfer  

00:34:00.960 --> 00:34:07.440
via Paypal I can do that uh by using my PayPal 
business account which is going to be all manual  

00:34:07.440 --> 00:34:14.280
so if you do want Auto payouts uh for example 
linked with PayPal and the app you can sign up  

00:34:14.280 --> 00:34:20.160
for the professional plan and that basically will 
sort of uh automate the process of sending money  

00:34:20.160 --> 00:34:25.840
to your Affiliates and the amount uh that they 
need to actually get paid this process is quite  

00:34:25.840 --> 00:34:31.200
simple uh the only other thing that you might 
need to know is click on view more settings and  

00:34:31.200 --> 00:34:38.000
you can click on payments over here and then you 
can basically um enable whichever method that you  

00:34:38.000 --> 00:34:42.920
allow and that's going to show up here so it's 
going to allow them to select these different  

00:34:42.920 --> 00:34:49.760
payment methods it basically just collects that 
information for you to pay them out uh manually  

00:34:49.760 --> 00:34:57.920
so that is basically it in terms of the payment 
and for the auto payment uh this is the setting uh  

00:34:57.920 --> 00:35:04.720
here uh if you do have the professional plan 
you're able to set out and schedule the date of uh  

00:35:04.720 --> 00:35:09.840
when you want to pay and then you can also set the 
minimum affiliate commission so a lot of affiliate  

00:35:09.840 --> 00:35:17.120
programs will actually set for example a minimum 
of 100 uh us and only pay outs once it hits  

00:35:17.120 --> 00:35:22.080
uh over that amount so that's about it for the 
payment settings so something I forgot to mention  

00:35:22.080 --> 00:35:28.480
is that your Affiliates can also choose to be paid 
in store credit so essentially once you've marked  

00:35:28.480 --> 00:35:35.520
it as paid then you can generate a coupon code for 
your affiliate for the amount of the commission to  

00:35:35.520 --> 00:35:41.520
be pay to them and once you've generated that 
then in their affiliate dashboard area they  

00:35:41.520 --> 00:35:48.440
can navigate to payment and here is the payment 
total processed store credit they can click on the  

00:35:48.440 --> 00:35:55.960
detail and then they can use the coupon code which 
is automatically generated uh of $10 at checkout  

00:35:55.960 --> 00:36:02.720
to get $10 off their purchase on your store so 
this is another really sort of useful feature um  

00:36:02.720 --> 00:36:07.920
if you want to give your Affiliates store credit 
instead of a traditional payment to the bank  

00:36:07.920 --> 00:36:13.040
account or PayPal account so essentially we've 
gone through pretty much all the most essential  

00:36:13.040 --> 00:36:19.040
features that you need for your filet program for 
your Shopify store and that's basically just on  

00:36:19.040 --> 00:36:24.280
the free plan over here so you can actually go 
to pricing and you can actually see the other  

00:36:24.280 --> 00:36:28.280
paid plans and you can take a look at it for 
yourself and see which one is most suitable  

00:36:28.280 --> 00:36:33.600
for you but right now I'm actually going to show 
you guys my top 10 favorite features of the pay  

00:36:33.600 --> 00:36:37.720
plan so you can actually see how that's going to 
work within your own business and see which one  

00:36:37.720 --> 00:36:43.200
is most suitable for you and then you can choose 
the right plan for yourself so one of my favorite  

00:36:43.200 --> 00:36:49.720
features is going to be the customer referrals so 
basically how it works is you'll have this button  

00:36:49.720 --> 00:36:55.240
on your page either like on the bottom left or the 
bottom right or in the middle and you can click  

00:36:55.240 --> 00:37:00.120
it and essentially you can enter in an EMA email 
address uh you can get an invite link which you  

00:37:00.120 --> 00:37:06.280
can send to your friend and then if they purchase 
you'll also get a discount as well so it's a  

00:37:06.280 --> 00:37:11.920
really great way to actually incentivize people to 
share your website and to really grow your brand  

00:37:11.920 --> 00:37:18.000
and get additional traffic to your website without 
really paying too much so we can go back over here  

00:37:18.000 --> 00:37:22.960
and I'll show you guys how to enable it I think 
it's on the Outreach here click on the customer  

00:37:22.960 --> 00:37:30.200
referral setup and all you need to do is activate 
it then down here you can set in the discount so  

00:37:30.200 --> 00:37:36.640
it can be a fixed amount or it can be a percentage 
or even free shipping so in this case it's $10 uh  

00:37:36.640 --> 00:37:43.480
each for the friend and you as well and then we 
can go ahead and save and then you want to make  

00:37:43.480 --> 00:37:50.680
sure you click here go to app embeds and then from 
here you want to make sure that you enable it so  

00:37:50.680 --> 00:37:58.080
it actually displays it on your website so on the 
left hand side here make sure this is enabled the  

00:37:58.080 --> 00:38:05.160
customer referral up promote here right then we 
can go back here then click on manage okay and  

00:38:05.160 --> 00:38:11.760
make sure this is activated so this is the widget 
uh that you see on the bottom here right and then  

00:38:11.760 --> 00:38:16.960
from here you can customize the design so you can 
change the colors of the links you can change the  

00:38:16.960 --> 00:38:23.040
position so on desktop or mobile for example 
on the right hand side bottom page you can  

00:38:23.040 --> 00:38:28.160
also change it to the right center perhaps left 
bottom if you want that uh as well and then you  

00:38:28.160 --> 00:38:34.000
can change the color over here so again uh to 
get the color from our website I normally use a  

00:38:34.000 --> 00:38:40.760
Color Picker tool like colorzilla then pick color 
from page select the color here come back here and  

00:38:40.760 --> 00:38:45.920
just enter in the color code or you can select 
the color from here so try to match it with the  

00:38:45.920 --> 00:38:50.040
color scheme of your website so it just looks 
really professional you can also click on the  

00:38:50.040 --> 00:38:56.560
content and you can edit the message over here but 
generally it should be okay um but you can tweak  

00:38:56.560 --> 00:39:03.680
it if you want to and we can save changes and 
then that is set up so it literally takes like  

00:39:03.680 --> 00:39:10.120
a few minutes but I think it's one of the most 
effective ways of promoting your store so the  

00:39:10.120 --> 00:39:17.280
next feature that I really like is going to be the 
feature where it actually shows the message bar  

00:39:17.280 --> 00:39:23.960
where uh it shows that the discount has actually 
been applied um so we're going to go to settings  

00:39:23.960 --> 00:39:30.840
so for that you want to navigate to the settings 
system settings then click on advance and here  

00:39:30.840 --> 00:39:37.200
we want to enable the message bar then you also 
want to check the app embeds and make sure that  

00:39:37.200 --> 00:39:45.920
has been enabled as well so that it actually shows 
up on our pages so over here okay make sure that  

00:39:45.920 --> 00:39:53.920
is checked off and then we can save it then let's 
go back over here and here we can edit the design  

00:39:53.920 --> 00:39:59.960
of the message so you can click on edit and you 
can do your shopping with affiliate name so for  

00:39:59.960 --> 00:40:09.200
example I've got your shopping with Hogan cha and 
then perhaps you could do something like discounts

00:40:09.200 --> 00:40:19.280
applied like this or it could be like 10% discount 
applied right so you can change how you want to  

00:40:19.280 --> 00:40:25.640
change the message you can also customize the font 
font size text color as well as the background  

00:40:25.640 --> 00:40:31.000
color I'm just going to keep it as that and then 
click on Save let's go ahead go to here let's  

00:40:31.000 --> 00:40:37.520
copy that again close that and let's paste that 
in again hopefully that's going to show up now  

00:40:37.520 --> 00:40:42.720
okay so it's going to show up something like this 
you're shopping with Hogan CH discount applied so  

00:40:42.720 --> 00:40:48.200
that is going to increase your conversions for 
your Affiliates and in turn getting you guys  

00:40:48.200 --> 00:40:54.160
more sales as well so that's my second favorite 
uh feature and that feature is actually on the  

00:40:54.160 --> 00:40:59.640
professional plan so another really cool feature 
is is going to be the incentive feature which  

00:40:59.640 --> 00:41:06.080
is available both on the professional plan so 
you're basically able to send products or gifts  

00:41:06.080 --> 00:41:12.400
to Affiliates or you're also able to uh enable 
bonuses if they hit certain targets so I'm going  

00:41:12.400 --> 00:41:17.640
to go through the first one which is gifts so we 
can click on set up here here we can create a new  

00:41:17.640 --> 00:41:26.120
gift and here we can do a welcome gift so for 
example welcome gift and you can set it to send  

00:41:26.120 --> 00:41:31.520
automatically or or you can send it manually as 
well I'm going to set it automatically and here  

00:41:31.520 --> 00:41:37.040
we're going to set a program is going to be the 
standard program then here for the gift type it  

00:41:37.040 --> 00:41:42.640
can be a free gift or a discounted product as a 
gift so in this case I'm going to do a free one  

00:41:42.640 --> 00:41:47.560
so here for the shipping fee normally I probably 
wouldn't charge that one and scrolling down over  

00:41:47.560 --> 00:41:54.520
here so they can choose uh perhaps uh one product 
here and then you can search a product for example  

00:41:54.520 --> 00:42:01.000
this one here or you can sort of create a spe 
specific maybe like a uh maybe like a t-shirt or  

00:42:01.000 --> 00:42:06.760
like a uh jumper with your brand logo on it that 
they can have uh sort of like an Affiliates uh  

00:42:06.760 --> 00:42:13.000
pack and that can be a free gift but in this case 
I'm just going to select these shark sliders add  

00:42:13.000 --> 00:42:19.720
that in and here obviously you can choose how many 
they're able to select I've just selected this one  

00:42:19.720 --> 00:42:25.200
okay and I'm going to allow them to choose the 
color and size and then I'm going to click on  

00:42:25.200 --> 00:42:31.000
save so once they've actually been approved as an 
affiliate they'll be able to redeem this free gift  

00:42:31.000 --> 00:42:36.640
here so let's head back over here and you can also 
edit the email template uh that it actually sends  

00:42:36.640 --> 00:42:42.000
as well so we're going to click on back and you've 
also got the bonuses so let's click on set up for  

00:42:42.000 --> 00:42:50.040
the bonuses and we're going to create a new bonus 
and here we can do a bonus title let's just say  

00:42:50.040 --> 00:42:59.840
for example you may give them a bonus of $1,000 so 
just do bonus $1,000 select the program that you  

00:42:59.840 --> 00:43:07.960
want it to appear for select that one and target 
number of referrals so this could be let's say if  

00:43:07.960 --> 00:43:14.760
they refer maybe 100 people then they're able to 
receive a bonus of $1,000 so this is going to be  

00:43:14.760 --> 00:43:21.640
a one-time bonus so it can be a fixed amount here 
okay and let's just say for example $11,000 like  

00:43:21.640 --> 00:43:27.960
that so if they get 100 referrals they're eligible 
for $1,000 and it's going going to be a just a  

00:43:27.960 --> 00:43:33.600
onetime thing and then here we're going to click 
on I'm aware so make sure you check this properly  

00:43:33.600 --> 00:43:39.080
so basically after they've actually received 
100 referrals then the system will automatically  

00:43:39.080 --> 00:43:46.160
add $1,000 to that affiliate okay so you can set 
that in and click on save so you can also create  

00:43:46.160 --> 00:43:51.880
multiple bonuses for example you can create one 
where let's say for example they hit 20 referrals  

00:43:51.880 --> 00:43:57.880
then they get $200 bonus or if they hit 50 
referrals they might get a $500 bonus and you can  

00:43:57.880 --> 00:44:04.400
set that up so these two features are also really 
good to basically incentivize your Affiliates to  

00:44:04.400 --> 00:44:10.280
promote your store and your products even more 
so another really cool feature is the auto tier  

00:44:10.280 --> 00:44:15.920
commission feature which basically allows you to 
sort of create multiple tiers on your affiliate  

00:44:15.920 --> 00:44:21.320
program for example you can have your standard 
tier which is 10% commission to your Affiliates  

00:44:21.320 --> 00:44:27.200
then you can have another level which is like 
for example 12% and 15% and so on so you can add  

00:44:27.200 --> 00:44:31.720
additional uh affiliate programs once you've 
actually done that you can set the amount of  

00:44:31.720 --> 00:44:35.880
commission that you want to pay for that specific 
tier and then what you can do is you can click  

00:44:35.880 --> 00:44:41.280
on auto tier commission so this is part of the 
professional plan I believe so let's click on that  

00:44:41.280 --> 00:44:48.000
and it's very easy to activate just activate here 
here we can set the total sales of all referrals  

00:44:48.000 --> 00:44:53.280
or generally I like to use the total referral 
quantity um you can use that or you can also use  

00:44:53.280 --> 00:44:57.480
the total earned commissions as well so it really 
depends on what you want to do um it might be the  

00:44:57.480 --> 00:45:02.400
sales or it might be the referral quantity or 
the commissions uh so I might set that one for  

00:45:02.400 --> 00:45:08.920
example and the level one is basically just the 
standard one and this is all Affiliates they'll  

00:45:08.920 --> 00:45:16.280
start off here and then they can click on add on 
new level so here we can set the total number of  

00:45:16.280 --> 00:45:23.560
referrals to let's say 100 and that's level two 
so once they pass the threshold of 100 referrals  

00:45:23.560 --> 00:45:30.040
then they will be automatically enrolled into the 
affiliate program um that you set here so we can  

00:45:30.040 --> 00:45:36.720
add another level so for example tier 3 this might 
be your final level and you might pay 15% to your  

00:45:36.720 --> 00:45:43.840
top uh Affiliates so from here we can click on 
Save and basically that's all automated and set in  

00:45:43.840 --> 00:45:48.840
so it's a really cool feature on the professional 
plan the next feature that I'm going to show you  

00:45:48.840 --> 00:45:55.920
is going to help your Affiliates get more clicks 
on their affiliate links so what I mean by that is  

00:45:55.920 --> 00:46:02.360
on the professional plan it will also allow you 
to generate custom links for your Affiliates so  

00:46:02.360 --> 00:46:08.480
what I mean by that is if we go to our affiliate 
dashboard here we have the default affiliate link  

00:46:08.480 --> 00:46:13.400
so this is the default affiliate link and it does 
have a bunch of numbers here uh which Affiliates  

00:46:13.400 --> 00:46:18.280
can actually use and that's working fine but 
this feature is going to allow you to create  

00:46:18.280 --> 00:46:23.080
a custom affiliate link for them so for example 
the affiliate link is going to look something  

00:46:23.080 --> 00:46:26.720
like this and it's just a lot cleaner and that is 
probably going to increase the clickthrough rate  

00:46:26.720 --> 00:46:34.160
of of the affiliate links driving more sales for 
your business so here we're going to go back and  

00:46:34.160 --> 00:46:39.280
this is on the professional plan so here we can 
actually enable the feature affiliate link and  

00:46:39.280 --> 00:46:46.160
custom link just enable that so here we have the 
link format so what I recommend over here is also  

00:46:46.160 --> 00:46:53.320
generating for your existing affiliate so they 
also get that feature then next we can uh grab a  

00:46:53.320 --> 00:46:59.520
few variables here and paste it on our URL so for 
example I like to use full name because sometimes  

00:46:59.520 --> 00:47:04.680
if you have a lot of Affiliates then the first 
name might be taken or something like that or you  

00:47:04.680 --> 00:47:09.760
can also combine it as well so you can just paste 
that in like full name you can also combine it  

00:47:09.760 --> 00:47:16.200
so for example with the affiliate ID as well you 
can do something like that if you want to uh but  

00:47:16.200 --> 00:47:21.920
generally full name is just nice clean and easy so 
I'm going to leave it as that you can also allow  

00:47:21.920 --> 00:47:26.960
your Affiliates to edit the custom link as well 
uh that really depends on what you want to do um  

00:47:26.960 --> 00:47:32.920
I'm just going to leave it as defaults and we're 
going to click on save so once you've saved that  

00:47:32.920 --> 00:47:39.800
then you may want to resync your affiliate links 
here and confirm so once that is resynced then  

00:47:39.800 --> 00:47:46.440
you can navigate over here refresh the page so you 
can log into your test affiliate account and it's  

00:47:46.440 --> 00:47:51.600
going to look something like this so over here 
below the default affiliate link they will also  

00:47:51.600 --> 00:47:57.680
get a custom affiliate link which they can use so 
something that I do have have to mention is that  

00:47:57.680 --> 00:48:03.080
let's say for example you do want to get a product 
link so let's just say for example a product link  

00:48:03.080 --> 00:48:09.560
then we can select a product and let's just select 
a random product here for example this one here  

00:48:09.560 --> 00:48:18.600
and then click on generate copy and save and if we 
actually paste that over here this one still does  

00:48:18.600 --> 00:48:26.120
include a sort of all the numbers at the back over 
here um so it may be a bit long um but I think  

00:48:26.120 --> 00:48:32.440
it's okay my opinion uh but if you do want to uh 
make it a little bit shorter for your Affiliates  

00:48:32.440 --> 00:48:40.320
you can go back over here scroll down and on the 
shorten link you can enable this so to enable this  

00:48:40.320 --> 00:48:46.040
you do have to have a professional account with 
bitly so you can go to bitly over here and you  

00:48:46.040 --> 00:48:51.640
can sign up get a professional account and then 
what you'll need to do is basically come back over  

00:48:51.640 --> 00:48:59.440
here and paste in the access token and the custom 
domain so basically in instead of this affiliate  

00:48:59.440 --> 00:49:04.920
uh URL it's going to be a shorten version which 
going to look something like this so I'm sure  

00:49:04.920 --> 00:49:11.880
you guys have probably seen a bitly link before um 
it's just a shorter version I think it is probably  

00:49:11.880 --> 00:49:17.280
not too necessary um because at the same time 
you know it's shortened but then it does still  

00:49:17.280 --> 00:49:22.800
have a lot of you know numbers and things like 
that anyway um but yeah it really depends on you  

00:49:22.800 --> 00:49:28.240
and uh I think if you think it might may help 
then you can actually set set that up as well  

00:49:28.240 --> 00:49:33.840
so those two features are going to be really 
useful in improving your click-through rates  

00:49:33.840 --> 00:49:39.840
uh for your Affiliates so a really cool benefit 
is actually the chat with Affiliates feature so  

00:49:39.840 --> 00:49:45.160
this is actually on the growth plan and above it 
basically allows you to chat with your Affiliates  

00:49:45.160 --> 00:49:50.680
directly from the dashboard area so you can 
navigate to outreach and scroll down over here to  

00:49:50.680 --> 00:49:55.880
chat with Affiliates click on open chat and from 
here we can actually enable it so you can click  

00:49:55.880 --> 00:50:02.120
on the chat setting and enable it here and save 
changes so from here we can select the affiliate  

00:50:02.120 --> 00:50:06.960
that we want to chat with so for example if you 
have a lot then you can actually do a search but  

00:50:06.960 --> 00:50:13.360
for example let's click into here so this is the 
test affiliate account and uh if you talk over  

00:50:13.360 --> 00:50:18.600
here it's actually going to appear inside their 
affiliate dashboard area so this is really helpful  

00:50:18.600 --> 00:50:24.440
if your affiliate runs into any issues then they 
can contact you directly in their dashboard area  

00:50:24.440 --> 00:50:29.920
so it's on the bottom right hand side here they 
can click into it and they can talk to you they  

00:50:29.920 --> 00:50:35.720
can also attach stuff and add upload images as 
well so this is a really cool feature and it just  

00:50:35.720 --> 00:50:41.160
makes it really easy for them to get in touch 
with you without actually using any email so  

00:50:41.160 --> 00:50:47.040
another feature on the paid plan which is on the 
growth plan is going to be the contact email white  

00:50:47.040 --> 00:50:52.840
label feature so over here you want to navigate 
to the system settings General Tab and scroll  

00:50:52.840 --> 00:50:58.640
down to the contact email and you can enable this 
feature here so basically what this does is it's  

00:50:58.640 --> 00:51:03.800
going to use your email address that you put in 
here as the senders email address so essentially  

00:51:03.800 --> 00:51:10.120
what that means is basically when you send out 
notification emails to your Affiliates right now  

00:51:10.120 --> 00:51:17.240
they'll actually be sent from the ccom app domain 
name which is up promotes sort of uh email address  

00:51:17.240 --> 00:51:22.160
um and it will be a no reply so your customers 
won't be able to reply to these emails and if  

00:51:22.160 --> 00:51:26.840
you have your own domain name uh that you can 
send from it just looks a lot more professional  

00:51:26.840 --> 00:51:31.760
so we can navigate back over here and enable 
this feature so right now I'm just using a Gmail  

00:51:31.760 --> 00:51:38.720
address uh if you do have your own sort of domain 
email for example hello sharks slippers.com then  

00:51:38.720 --> 00:51:45.760
you'll need to follow these steps over here to set 
up the DNS settings over here so right now because  

00:51:45.760 --> 00:51:50.960
we're using Gmail we don't need that and you can 
just enable that feature and once you've enabled  

00:51:50.960 --> 00:51:57.280
it then you'll need to verify that email address 
so over here this is the verification email then  

00:51:57.280 --> 00:52:02.840
we can just click on that to verify okay so once 
that is done it may take a few minutes for that to  

00:52:02.840 --> 00:52:08.040
actually apply those changes and then basically 
when you send out notification emails it'll be  

00:52:08.040 --> 00:52:14.320
sent from this email over here so again if you do 
have a domain name email you do have to configure  

00:52:14.320 --> 00:52:21.120
the DNS records and you can basically follow the 
steps uh by clicking on read our documents and  

00:52:21.120 --> 00:52:26.840
then uh set that up really easily the next feature 
that I want to show you guys is the custom main  

00:52:26.840 --> 00:52:31.680
feature which is on the professional plan so you 
can actually click on the up promote affiliate  

00:52:31.680 --> 00:52:37.520
which is going to take you to the home section and 
you can scroll down to promote your affiliate uh  

00:52:37.520 --> 00:52:42.840
registration form so over here we can click on 
custom domain so what this is going to allow you  

00:52:42.840 --> 00:52:48.240
to do is essentially it's going to let you have 
a custom domain for example Affiliates doyou  

00:52:48.240 --> 00:52:55.440
website.com so right now it is currently this one 
over here for your registration form so by having  

00:52:55.440 --> 00:53:00.520
the custom domain it's is going to look a lot more 
professional so to set it up it's quite simple  

00:53:00.520 --> 00:53:07.600
click on custom domain and then here you want to 
enter in your custom domain so basically what we  

00:53:07.600 --> 00:53:21.560
can do is for example let's just do Affiliates Dot 
and then my website is called Shark slippers v2.  

00:53:21.560 --> 00:53:27.880
store and then here we can click on submit so 
before we actually do that we need to create a  

00:53:27.880 --> 00:53:33.480
cname record so we can click on this documentation 
as well and it's going to basically walk you  

00:53:33.480 --> 00:53:39.400
through the steps that I'm going to show you right 
now so what you basically want to do is you want  

00:53:39.400 --> 00:53:47.720
to navigate to where you purchase your domain name 
so for example if I purchased it from uh name CH  

00:53:47.720 --> 00:53:54.040
then what I want to do is I want to select the 
website and then from there click on Advanced DNS  

00:53:54.040 --> 00:53:59.240
okay so I'm navigated to Advanced DNS and here is 
where I need to add the details so let's head back  

00:53:59.240 --> 00:54:04.920
over here and here we need to create a c name with 
the subdomain that you want to use and direct it  

00:54:04.920 --> 00:54:11.000
to the host name uh affiliate partners. ipromote 
so basically we're going to select cname and then  

00:54:11.000 --> 00:54:18.520
we can enter in the domain that we want to use so 
here let's go over here and then add a new record  

00:54:18.520 --> 00:54:26.360
so it's going to be a cname record so for the host 
the domain that we want to use so it's going to be

00:54:27.200 --> 00:54:32.040
Affiliates and then the target 
is we're going to go over

00:54:32.040 --> 00:54:42.840
here and then head back over here let's just 
copy the target so here we're going to set it  

00:54:42.840 --> 00:54:48.800
as automatic and we're going to save it so once 
that is done it's going to take a little bit of  

00:54:48.800 --> 00:54:55.360
time for it to sort of uh deploy so here we're 
going to insert the custom domain in the field  

00:54:55.360 --> 00:55:02.320
and then press submit so just like we we have what 
we've actually done here and then click on submit  

00:55:02.320 --> 00:55:09.760
so basically we have inputed the Affiliates so 
this is the main keyword and then dot our domain  

00:55:09.760 --> 00:55:17.720
name do store right so it's just submitting now 
and here it's basically the Affiliates right so  

00:55:17.720 --> 00:55:23.400
if you head back over here and then that one 
has been submitted so now the domain name is  

00:55:23.400 --> 00:55:30.600
going to look something like this so affiliate 
i. sharks slippers v2. store and then /re so  

00:55:30.600 --> 00:55:38.600
you can copy that link paste it in here and 
then that's going to link to your affiliate  

00:55:38.600 --> 00:55:44.480
registration form and that's just going to appear 
a lot more professional so what you also want to  

00:55:44.480 --> 00:55:51.000
do after you've actually set that in then you 
also want to make sure that you have changed  

00:55:51.000 --> 00:55:57.400
it for your navigation so if you add it into your 
navigation uh earlier then you want to make sure  

00:55:57.400 --> 00:56:04.640
that for example that URL it has been changed 
so for example here this is using the old one  

00:56:04.640 --> 00:56:13.320
you want to replace it with the new one so just 
paste it in there just like that and then apply  

00:56:13.320 --> 00:56:22.760
changes save menu and then same thing for your 
homepage so home page so we also edited that on  

00:56:22.760 --> 00:56:28.200
the bottom as well on the I think the footer 
section here so this is still I think using  

00:56:28.200 --> 00:56:38.160
the old link so we do want to uh customize that so 
let's go to here and then click on customize let's  

00:56:38.160 --> 00:56:45.880
scroll down to the footer section so let's just 
click in that module so here is the link edit the

00:56:45.880 --> 00:56:55.480
link paste in the new one the link title paste 
in the new one okay so in short both of the  

00:56:55.480 --> 00:57:01.080
links have been changed changed once it has been 
done click on done here and then we can click on  

00:57:01.080 --> 00:57:09.440
save so when you hover over that on the bottom 
left you'll see the link and also on the top  

00:57:09.440 --> 00:57:15.720
uh okay let's just close this first perhaps exit 
this first view your store again and then that's  

00:57:15.720 --> 00:57:21.800
hopefully going to um also link there okay that's 
going to link fine and then on the bottom just  

00:57:21.800 --> 00:57:27.000
make sure um you know both the links are working 
okay so I think that looks good to go so basically  

00:57:27.000 --> 00:57:33.080
now you have a custom sort of Affiliates uh page 
it looks a lot more professional so a really  

00:57:33.080 --> 00:57:38.000
awesome feature which is on the professional 
plan is the multi-level marketing feature which  

00:57:38.000 --> 00:57:43.080
is under Outreach so I'll show you guys how it 
actually works because I think it's probably  

00:57:43.080 --> 00:57:48.520
very underutilized in a lot of people's affiliate 
programs but you definitely should check it out  

00:57:48.520 --> 00:57:54.080
so we're going to click on setup here and here 
we're going to activate the MLM so we're going  

00:57:54.080 --> 00:58:00.280
to click on Save first so what we're going to do 
is add a few new levels so the first one here is  

00:58:00.280 --> 00:58:08.400
10% let's just add a new level so add a new level 
at 5% and then add another level at 2.5% so I just  

00:58:08.400 --> 00:58:14.160
want to show you an example of how it actually 
works for example we are selling watches and  

00:58:14.160 --> 00:58:20.400
the average value order is maybe like $1,000 so 
David actually brings that referral so a customer  

00:58:20.400 --> 00:58:26.120
actually clicks on David's affiliate link so he 
gets 10% of that $1,000 which equates to $100  

00:58:26.720 --> 00:58:31.760
because Victor actually referred David into 
the affiliate program he also gets a cut of  

00:58:31.760 --> 00:58:36.800
that commission as well so in this case he 
gets 10% of the $100 commission which is  

00:58:36.800 --> 00:58:44.600
$10 Michelle who referred Victor she gets $5 and 
then John gets $250 cuz he referred Michelle in  

00:58:44.600 --> 00:58:50.520
the program so it really incentivizes people to 
sort of hire other or refer other Affiliates to  

00:58:50.520 --> 00:58:56.520
join and you can also set in even more incentives 
for example you can set in a recruitment bonus of  

00:58:56.520 --> 00:59:03.160
like $100 and then basically it gives them more 
incentive to sort of find other people to join as  

00:59:03.160 --> 00:59:09.680
well so basically it also allows people to earn 
more in the affiliate programs because they can  

00:59:09.680 --> 00:59:14.760
um get commission from their downline in turn it 
probably makes you more money as well it does make  

00:59:14.760 --> 00:59:19.040
the feeles more money but it makes you more money 
in the long run so this is definitely something  

00:59:19.040 --> 00:59:26.320
that you can check out uh for your e-commerce 
store and let's just click on save so let's  

00:59:26.320 --> 00:59:31.040
to the affiliate dashboard so in the affiliate 
dashboard it will look something like this so  

00:59:31.040 --> 00:59:37.800
here we've got the network link and people can 
share this link so you can copy that share this  

00:59:37.800 --> 00:59:43.440
link with their friends and they can sign up 
and then basically that person will be under  

00:59:43.440 --> 00:59:48.480
their sort of downline and then on the dashboard 
area they can click on the network and they can  

00:59:48.480 --> 00:59:53.400
track their sales over here as well so it's a 
really cool feature that you should definitely  

00:59:53.400 --> 00:59:58.960
check out on the professional plan so lastly 
we're going to talk about a feature which is  

00:59:58.960 --> 01:00:04.240
called the autogenerate coupon feature and 
you can navigate to your settings area and  

01:00:04.240 --> 01:00:09.400
then click on affiliate link and coupon so what 
this feature basically does is it autog generates  

01:00:09.400 --> 01:00:14.800
coupons for your Affiliates when they join your 
program so this is on the professional plan and  

01:00:14.800 --> 01:00:18.720
above basically what we're going to do is show you 
guys how to set it up so we're going to click on  

01:00:18.720 --> 01:00:24.720
set up so when your Affiliates actually join then 
once this is activated it automatically creates  

01:00:24.720 --> 01:00:29.400
the coupon for them that they can actually share 
with their audience so we're going to activate  

01:00:29.400 --> 01:00:35.360
that and then click on Save and then what we 
need to do is to generate a sample coupon so  

01:00:35.360 --> 01:00:42.200
it basically is going to use the preset rules for 
the coupons which will be automatically generated  

01:00:42.200 --> 01:00:47.160
so let's create a sample coupon first here we're 
going to select a program so we're going to select  

01:00:47.160 --> 01:00:51.680
the standard affiliate program but you can create 
multiple for different affiliate programs or you  

01:00:51.680 --> 01:00:56.360
can select other ones as well like this both of 
them um but I'm just going to keep it as this  

01:00:56.360 --> 01:01:01.320
for the coupon names format I'm going to select 
first name but you can select name or you can  

01:01:01.320 --> 01:01:06.200
select random letters as well so I'm going 
to select that one and then for the suffix or  

01:01:06.200 --> 01:01:13.000
prefix I'm going to select the suffix so basically 
it's going to appear after the Affiliates name so  

01:01:13.000 --> 01:01:18.960
let's just say for example you want to offer your 
affiliate 10% off to share with your audience then  

01:01:18.960 --> 01:01:24.400
maybe I might call it like one Z 10 uh if you 
offer 20% off you might call it 20 or it could  

01:01:24.400 --> 01:01:31.800
be any random number or even any random alphabet 
right so I'm just going to call it 10 like this  

01:01:31.800 --> 01:01:37.080
and for the sample coupon here what we have to 
do is basically create a discount code in the  

01:01:37.080 --> 01:01:43.320
Shopify admin first and it's basically going 
to apply the same rules that you set so click  

01:01:43.320 --> 01:01:48.120
on create a discount code and then here we're 
going to create a discount so we're going to  

01:01:48.120 --> 01:01:55.960
do a amount off order and then we're going 
to create a discount code so this could be  

01:01:55.960 --> 01:02:03.920
sample discount and then for the percentage I'm 
going to offer 10% off so when your Affiliates  

01:02:03.920 --> 01:02:10.080
share with their audience Their audience gets 10% 
off the entire uh cart value so you can set up  

01:02:10.080 --> 01:02:16.040
minimum purchase requirements or other sort of uh 
limitations of how it can be actually used you can  

01:02:16.040 --> 01:02:21.840
also set in the dates as well but I'm just going 
to leave it as defaults and just click on save so  

01:02:21.840 --> 01:02:28.240
once you have created that sample discount coupon 
it's going to basically apply these rules for the  

01:02:28.240 --> 01:02:33.200
other autogenerated coupons that are created for 
your Affiliates so I'm just going to paste that in  

01:02:33.200 --> 01:02:41.360
here save it and that's done so you can also click 
on the autogenerate coupon for existing Affiliates  

01:02:41.360 --> 01:02:47.440
in the selected affiliate programs as well if you 
have Affiliates which have actually joined before  

01:02:47.440 --> 01:02:53.520
you activated this autogenerate coupon feature so 
you can click on that and auto generated for them  

01:02:53.520 --> 01:02:58.280
so what we're going to do is actually do that and 
I'll show you guys uh what it actually looks like  

01:02:58.280 --> 01:03:05.640
in the affiliate dashboard area so let's go to the 
dashboard area here let's refresh it and then here  

01:03:05.640 --> 01:03:12.520
with the coupon code it is Hogan 10 so this is the 
autogenerated coupon code that your Affiliates can  

01:03:12.520 --> 01:03:17.600
use and share with their audience so this is 
a really cool feature because then you don't  

01:03:17.600 --> 01:03:23.120
have to create a specific coupon code for them 
it can be automatically generated uh once they  

01:03:23.120 --> 01:03:29.360
actually sign up to your affiliate program so this 
concludes the tutorial for up promote and how you  

01:03:29.360 --> 01:03:34.640
can easily create an affiliate program for your 
Shopify online store from here you can definitely  

01:03:34.640 --> 01:03:40.360
check out the paid plans for example the growth 
plan I really like the customer referral if you're  

01:03:40.360 --> 01:03:43.960
a little bit more serious then you can check 
out the professional plan it's got a lot of the  

01:03:43.960 --> 01:03:48.200
features that I talked about towards the end of 
the video if your Affiliates are driving more than  

01:03:48.200 --> 01:03:53.760
600 referrals every single month then you may need 
to check out the Enterprise plan it also allows  

01:03:53.760 --> 01:03:58.760
you to have multiple stores and other Advanced 
features as well if you have any questions you  

01:03:58.760 --> 01:04:04.080
can drop it in the comment section down below my 
name's Hogan and see you guys in the next tutorial