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# Shopify Affiliate Portal Setup in Shortly: Influencer Signup, Dashboard & Tracking Guide


# 🧭**Shopify Affiliate Portal Setup in Shortly: Influencer Signup, Dashboard & Tracking Guide**
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This guide covers how to activate and integrate the Shortly branded affiliate portal with Shopify, invite influencers, and share signup links.

### 🚀 Activating and Linking the Shortly  Affiliate Portal with Shopify

## Step 1: Activate the Affiliate Portal

1. **Log in** to your Shopify admin panel.
2. Open the **Shortly app**.
3. Go to the **Affiliate Programs** section.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_70pe0g.png)
### If you're setting up for the first time:

4. Click the **Activate** button.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1mt0it5.png)
5. On the prompt, click **Enable App Block** – you’ll be redirected to the Shopify theme editor.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1o1knbk.png)
### If you've already created an affiliate program:

4. Click the **Already Created** button.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_11rafjs.png)
5. A pop-up will appear – Choose the page and click **Verify** to confirm and link the affiliate portal to your store page.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_9y8hbh.png)
## Step 2: Add the Affiliate Dashboard to Your Store

*Open the Shopify Theme Editor** from your admin panel.
* Click **Pages > Create Template** (top right of the editor).
* By default, a new page template will be created.
* Select the **Affiliate Portal** template.
* If the template doesn't exist, create a new one.

 ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_8feuci.png)

* Enter the template name as: `affiliate-dashboard`
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1623g4b.png)
1. In the theme editor, click **Add Section** in **template**
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1xatzua.png)
2. Select **Apps**, then choose **Affiliate Dashboard**.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1so8oxt.png)
    
3. Click **Save**.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1mezql8.png)

## Step 3: Add the Dashboard to the Store Menu

1. In your Shopify admin, go to **Content  > Menus**.

3. Click on **Main Menu**.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1byz7w8.png)
4. Click **Add Menu Item**.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_9u3z3c.png)
    
5. Enter a name (e.g., **Affiliate Dashboard**).
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1lr1nxy.png)
    
6. Click **Search or Paste Link** > Select **Pages** > Choose **Affiliate Dashboard**.
    
7. Click **Add** and **Save Menu**.

## 👁️ What Influencers See

Once setup is complete:

1. Visit your storefront and click the **Affiliate Dashboard** menu link.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1fe9ovy.png)
    
2. Influencers will land on the branded signup page.
3. After entering their details, they’ll see their own affiliate dashboard.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_dr6o2s.png)

**Inside the dashboard, influencers can:**

* 📊 Track clicks, orders, and commissions
    
* 🔗 Access and share affiliate links
    
* 🛒 View their order history

### 📣 Invite Influencers
## 🔗 Invite via 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 (via Invite)

1. Influencers receive an email.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1n9zktc.png)
    
2. They click **Accept Invitation** and complete the signup.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1bd9mw7.png)
    
3. Once registered, they access the affiliate dashboard.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_1iy5rka.png)

## 🔄 Branded vs. Default Signup Page

* **If the Branded Affiliate Portal is Activated:**
    Influencers will see a fully branded, embedded signup form and dashboard experience directly on your storefront.
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_15d2i1r.png)
    
* **If the Branded Portal is NOT Activated:**
    The same signup link will still work, but influencers will be taken to a **standard Shortly-hosted signup page** outside of your store’s branding. 
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_16atvl9.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/5/5/a9552c769f21a000/image_ugzux3.png)