Feature guide
Use this page to plan your work. Each guide explains the steps you can follow in the current app.
Manage your program
| Feature | What you can do | Limit |
|---|---|---|
| Programs | Create and switch company programs; pause and resume. | Your plan sets the program allowance. Currency is chosen at creation. |
| Billing | Choose monthly or annual plans and manage invoices in the billing portal. | Checkout must be enabled; billing is separate from affiliate payouts. |
| Team | Invite managers, cancel invites, and remove access. | No custom roles or owner transfer. |
| Accounts | Use email or Google sign-in and password recovery. | An affiliate must join or accept an invitation for each program. |
| Affiliates | Add, approve, invite, edit profiles, suspend, and tag. | Invitation links are not emailed by the app. |
| Groups | Set public or private signup and a default group. | Shared Stripe codes are set in Coupon codes. |
| Questions | Ask text and choice questions, with group rules. | Changes do not rewrite old answers. |
| Coupons | Create or link Stripe codes for affiliates and groups. | Coupon and link conflicts stop for review. |
| Links | Set codes and destinations; let affiliates choose codes. | Shared coupons still need a referral link. |
| Referrals | Add, edit, suspend, and restore customer records. | No full customer deletion workflow. |
Track money
| Feature | What you can do | Limit |
|---|---|---|
| Tracking | Record clicks and link signed-in customers through server calls. | Not a drop-in replacement for old tracking cookies. |
| Stripe | Connect an account, register a webhook, and process supported events. | Check event status after connecting. |
| Paddle Billing | Connect an account, track referred payments and trials, and apply approved refunds. | Credits, chargebacks, reversed adjustments and incomplete history require review. |
| Flows | Set rewards, group moves, date windows, link rules, quantities, and all-or-any groups. | No product caps or affiliate earnings rules. |
| Commissions | Review unpaid commissions and add manual entries. | Approved commissions become eligible for payout. |
| Transactions | Read Stripe and Paddle payments and record offline payments. | Do not enter a payment already tracked by a provider. |
| Refunds | Process Stripe refunds, approved Paddle refunds, and eligible offline refunds. | Offline refunds apply to eligible unpaid records. |
| Payouts | Set terms and minimums, prepare manual payouts, export and record external payments. | No automatic transfers, funding, tax setup, or refund debt recovery. |
| Fraud rules | Block same-email, tagged ad, social-source, and keyword referrals. Restrict countries at signup. | No device or linked-account detection. |
Help affiliates
| Feature | What you can do | Limit |
|---|---|---|
| Affiliate portal | See personal links, referrals, earnings, files, and notices. | No payout transfer service. |
| Resources | Share, move, and delete files, folders and links for chosen audiences. | Up to 25 MB per file; no malware scan. Deleted files cannot be restored. |
| Notifications | Show group-based notices with dates and dismissal. | These are portal messages, not emails. |
| Campaigns | Save a title and content as a draft. | No email sending, scheduling, or sender-domain setup. |
| Settings | Set name privacy, link permissions, terms, portal colors, images and a custom domain. | Custom domains require DNS ownership proof and an active HTTPS certificate. |
| Imports | Import supported JSON or a Stripe customer’s payment history. | No automatic move of all provider data, rules, or balances. |
| Exports | Download full record lists as CSV. | Not a full backup or payout instruction. |
Other connections
Use the API to work with program records from your server. Outgoing webhooks send program updates to your server. Affiliates can set up their own postbacks.
Suggested review order
- Create a separate program for your review.
- Add and approve an affiliate, then open their invitation.
- Create a link and a 20% flow.
- Add a referred customer and record a $100 offline payment.
- Check for one $20 commission. Approval should not create a payout.
- Record a partial offline refund and check the commission reversal.
- Check the affiliate portal’s privacy, files, and notices.
- Read the tracking and Stripe guides before connecting your own website.
Use only records you are comfortable keeping in that review program. An offline entry changes its saved payment and commission totals.