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# How to Set Up a Shopify Affiliate Marketing Program in Shortly with Custom Commission Rules & Discounts


# 🚀 **How to Set Up a Shopify Affiliate Marketing Program in Shortly with Custom Commission Rules & Discounts**

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Welcome to the **Shortly App**! This guide will walk you through setting up your affiliate program inside your Shopify store — step-by-step.

## ✅ Step-by-Step: Create an Affiliate Program

### 1. Open the Shortly App

From your **Shopify Admin**, go to:

|| Apps → Shortly – Affiliate Marketing

### 2. Go to “Affiliate Programs”

Click on the **Affiliate Programs** tab in the sidebar.

### 3. Click “Create Program”

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1mu9vjl.png)
## 🔧 Program Settings

Customize your affiliate program to suit your brand and goals:

* **Manual Approval** (optional): Require approval before influencers join.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_pt80x6.png)
    
* **Program Name & Description**: Add a title and optional description.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1e0p8e3.png)
### Commission Rules

* **Commission Type**: Choose between:
* Percentage of order total
* Fixed dollar amount

* ** Influencer Commission**

* **Commission Based On**
This setting controls **what part of the order total** is used to calculate the influencer’s commission.
Here are the available options:

#### 1. **Order Price (Product Price + Shipping Cost + Tax)**

* Commission is calculated on the **entire order amount**.
* Includes:
* Product subtotal
* Shipping fees
* Taxes (e.g. VAT, sales tax)

**Example:**
* Product: $100
* Shipping: $10
* Tax: $5
* Commission Base = $115
* If 15% commission → influencer earns **$17.25**

✅ Use this if you want to reward influencers for driving full-order value, not just product sales.

#### 2. **Product Price Only**

* Commission is based **only on the product subtotal** (no shipping or tax).
    
* **Example:**
* Product: $100
* Shipping: $10
* Tax: $5
 
* Commission Base = $100

* 15% → influencer earns **$15**

✅ This is the **most common** and safest option, especially if shipping and taxes vary widely.

#### 3. **Product Price With Shipping Cost**

* Includes product subtotal **+ shipping**, but excludes tax.
    
* **Example:**
* Product: $100
* Shipping: $10
* Tax: $5

* Commission Base = $110

* 15% → influencer earns **$16.50**

✅ Use this if you want to give influencers credit for handling fees but not taxes.

#### 4. **Product Price With Tax**

* Includes product subtotal **+ tax**, but excludes shipping.
    
* **Example:**
* Product: $100
* Shipping: $10
* Tax: $5
* Commission Base = $105
* 15% → influencer earns **$15.75**

✅ Useful if your product prices vary by region due to tax.

    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1fxgzfp.png)
### Permissions

| Note: Traffic Insight and View Referral Orders are mandatory. Influencers will always see them in their dashboard — these cannot be disabled.

* **Traffic Insight**: Shows number of clicks and visitors from the influencer's links.
* **View Referral Orders**: Lets influencers see all the orders they referred.
* **Create Links / Edit Links**: Allows influencers to create and manage their own referral links.
* **Gross Revenue**: Total value of referred sales (before refunds or deductions).
* **Net Revenue**: Final revenue after refunds, discounts, etc.
* **Refund Report**: Shows which referred orders were refunded.
* **Commission Report**: Displays total commission earned and payout status.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_2mb6ea.png)
    
### Affiliate Program Discount
This setting determines **how the discount is applied** to a customer’s order when they use an affiliate’s link or code.

You can choose between:
### 1. Percentage Discount
* **Applies a percentage off** the total product price (before or after tax, depending on your store setup).

#### 🎯 Best for:

* Flexible campaigns
* Stores with variable pricing
* Encouraging larger orders (scales with cart size)

### 2. **Fixed Discount (Dollar Amount)**

* Gives a **flat amount off** the order total, regardless of how much is purchased.

|| 🔁 Even if the cart total is $50 or $500 — the discount is always $10.

#### 🎯 Best for:

* Single-product offers
* Small ticket items
* Budget-friendly, fixed promotions

| Use percentage for larger or flexible order sizes.

| Use fixed amount for smaller, focused promos (like "Get $5 off your first order").

| Affiliate Discount: Assign custom coupons or discounts.
    
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_t76dle.png)
Click **Create** to finalize your program.  

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_10e65z3.png)
## 🔗 Share Your Signup Link

After creating your program:

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_b6aglq.png)

* Copy and share your **signup link** with influencers.
* Add it to your **website footer**, landing page, or email campaigns.

## ✉️ Invite Influencers Manually

1. Go to the **Influencers** section.
2. Click **Invite Influencer**.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1o65zvj.png)
    
3. Enter their info → Click **Save** → An invite email will be sent automatically.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1m9phr6.png)
## 👤 Influencer Experience

Here’s what influencers see when you invite them:

1. Receive an email → Click **Accept Invitation**
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1n9zktc.png)
2. Complete the signup process
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1bd9mw7.png)
    
3. Access their **Affiliate Dashboard**
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1iy5rka.png)

From here, they can:

* 📈 Track **clicks, orders, and commissions**
* 🔗 Manage or export **affiliate links**
* 🛒 View **order history**

## 🏁 That’s it!

Your affiliate program is now ready to grow your sales — powered by influencers, creators, or your best customers.