Creating a New Affiliate

This guide will help you, as the admin of a company, enable affiliates to self-register with your company.

You can choose between two deep linking methods:

1. Branch.io – Automatically generate deep links using the Branch.io bulk link creation process.
2. Other Deep Linking Platforms – Manually enter a comma-separated list of deep links.

If you wish to manually create a single affiliate instead, see Creating an Affiliate (Admin Creation).

1. Choosing a Deep Linking Platform

When creating bulk affiliate links, first select whether you are using:

• Branch.io – If your deep links are generated via Branch.io.
• Other Platforms – If you already have deep links and want to upload them directly.

After selecting a platform, follow the relevant steps below.

2. Creating Multiple Deep Links for Affiliate Signup

Method 1: Using Branch.io

If you are using Branch.io for deep linking, follow these steps:

1. Download the CSV Template

   • Visit the Create a New Affiliate page.
   • Select Enable Affiliate Self-Signup and download the "personal Deep Link CSV template" with the download button.

2. Generate Links in Branch.io

   • Go to the Branch Bulk Links Manager.
   • Upload the CSV file and press Create Links.

3. Export the Generated Deep Links

   • Go to the Branch Export Deep Links.
   • Export the deep links you just created (select today’s date for easiest filtering).

4. Upload to Insert Affiliate

   • Return to the Insert Affiliate platform and upload the exported deep links CSV.

Once uploaded, these deep links will automatically be assigned to affiliates when they sign up.

Method 2: Using Any Other Deep Linking Platform

If you are using another deep linking platform, follow these steps:

1. Enter Your Deep Links

• On the Create a New Affiliate page, select Enable Affiliate Self-Signup.
• Instead of downloading a template, enter a comma-separated list of deep links.
• Example format:

  https://your-deeplink.com/abc123, https://your-deeplink.com/xyz789
  

  CopyCopied!

2. Submit Your Deep Links

• Click Submit to upload the deep links.
• These will be stored and automatically assigned to affiliates when they register.

3. Affiliate Signup Requirements

To sign up as an affiliate, users need to know your company name within the Insert Affiliate platform.

To find your company name:

• Go to the Settings Page.
• Share your company name with affiliates so they can register.

4. Affiliate Signup Process

Affiliates can sign up by following these steps:

1. Visit the Signup Page

• Direct affiliates to Insert Affiliate Signup.

2. Enter Your Company Name

• They must enter your company name exactly as it appears in Insert Affiliate.

3. Deep Link Assignment

• Upon signup, the affiliate will automatically receive one of the pre-generated deep links.
• They can start sharing this link to earn commissions for your company.

4.5. Embedding the Affiliate Signup Form on Your Website (Optional)

You can allow affiliates to register directly from your own website by embedding the Insert Affiliate sign-up form as an iFrame.

How to Use the iFrame Embed Widget:

1. Go to the Create a New Affiliate page and choose Enable Affiliate Self-Signup.
2. Scroll to the Embed Widget Preview section.
3. Customize the background and text colors using the color pickers.
4. Copy the generated <iframe> code.
5. Paste it into your website's HTML where you want the sign-up form to appear.

Example Embed Code:

<iframe
  src="https://app.insertaffiliate.com/signup/affiliate-iframe?companyName=YOUR_COMPANY_NAME&backgroundColor=%23ffffff&textColor=%23000000"
  style="width:100%; height:600px; border:none;"
></iframe>

5. Requiring Affiliate Approval

By default, affiliates are approved instantly when they sign up. If you want to review and manually approve each affiliate before they gain access, you can enable Require Affiliate Approval.

Enabling Approval

1. Go to the Settings Page.
2. Toggle Require Affiliate Approval to on.

When enabled, new affiliate signups will be held in a Pending state instead of being granted immediate access.

What Happens When an Affiliate Signs Up (Approval Enabled)

1. The affiliate fills out the signup form as normal.
2. Instead of being logged in, they see a confirmation message: "Application Submitted - Pending Approval".
3. No account or deep link is assigned yet — these are created only once you approve them.
4. A pending application is stored for your review.
5. You will receive an email notification with the applicant's details and a link to review their application.

Reviewing Pending Affiliates

1. Go to Manage Affiliates in your dashboard.
2. You will see a Pending Affiliates tab showing all applications awaiting review.
3. For each pending affiliate you can:
   • Approve — Creates their account, assigns a deep link, and sends them a welcome email with login details.
   • Reject — Removes the application. The applicant is not notified automatically.

What Happens on Approval

When you approve a pending affiliate:

• A Firebase Auth account is created for them.
• A deep link is assigned from your available pool.
• They receive a welcome email with their login details. You can customise this email from Settings.
• They can then sign in and start promoting your app.

What Happens on Rejection

When you reject a pending affiliate:

• Their pending application is deleted.
• No account or deep link is created.
• The applicant's email is not stored, so they can re-apply in the future if needed.

Final Notes

• The Branch.io method is best for automating deep link generation.
• The comma-separated list method is simpler if you already have deep links.
• Make sure deep links are unique and not already assigned to an existing affiliate.
• Enable Require Affiliate Approval in Settings if you want to manually vet affiliates before they gain access.