Refersion - Companies work to sell more

Demo Summary

Learn how to get started with Refersion, a tool to run a partner program. In this video you’ll see: - Dashboard: your home page for sales numbers and quick links. - Manage: see partner sales, work with partners, set pay rates, share products, and upload promo images. - Channels: list offers in the Refersion Marketplace, edit emails, make a signup form, and add a popup to ask buyers to join. - Payments & Reports: pay partners and schedule report emails. - Settings: connect your store, add users, and brand your program. Refersion makes it easy to track and grow your partner team.

AI-Detected Features

Introduction to RefersionOverview of the Refersion platform and what you’ll learn: account setup, main tabs, and key features.

Dashboard OverviewYour account homepage: view pending items, program performance, filter data, and use quick actions like signup links, test orders, referral links, and conversion triggers.

Managing ConversionsSee all approved affiliate sales: order ID, date, affiliate info, commission, status, plus search, filter, change views, and export data.

Managing AffiliatesList and filter affiliates, view performance metrics, add affiliates manually, and log in as any affiliate to see their dashboard which shows performance, links, coupons, messages, and settings.

Offers & Commission SettingsGroup affiliates into offers with custom commission structures (flat rate, percent, tiered), set advanced options like cookie window and auto-approval, and configure bonus tiers for enterprise accounts.

Managing ProductsIf your store is connected, view and filter products by SKU, price, and promotion status. Promote products to affiliates so they can grab links from their dashboard.

Uploading CreativesUpload images, GIFs, or text assets for affiliates to use in promotions. Creatives appear in their dashboard for easy access.

Listing on the MarketplacePublish your offer on Reversion’s affiliate network: customize the registration form, upload program terms and a description, then enable your listing for passive affiliate recruitment.

Email TemplatesCustomize notification emails, especially the welcome email sent upon affiliate approval. Optionally integrate with Klaviyo or MailChimp for branded, dynamic emails and bulk mailings.

Customizing Registration FormsEdit the affiliate signup form per offer: adjust colors, include terms and privacy, and add custom fields to collect extra information from applicants.

Refersion

Refersion is an all-in-one affiliate marketing platform that helps brands manage, track, and grow their affiliate, influencer, and ambassador marketing programs.Learn more about Refersion

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