🧭 Overview

Before you pay affiliates, you need their agreement to your commission terms, the right tax form and a way to pay them. Affiliate Manager now collects all three in one guided setup flow inside the Affiliate Portal. Each affiliate completes it once, and it applies to every campaign they promote.

🚀 What's New?

✅ Commission terms consent

Upload your affiliate terms as a PDF. Once you enable it, every affiliate must accept them in the Affiliate Portal, and each acceptance is recorded with a timestamp and IP address.

✅ Choose which tax form you need

Require a W-8 only, a W-9 only, or both. Existing accounts default to both.

✅ Payout method in the same flow

Affiliates add their PayPal or bank details as the final step, so they're ready to be paid as soon as they finish.

✅ Set once, applies everywhere

Consent, tax forms and payout details are stored once per affiliate and apply across every campaign they're part of.

✅ Compliance status at a glance

Each affiliate shows as Active (all steps complete) or Pending in the Affiliates list and the Payouts table.

✅ One persistent setup banner

Affiliates see a single banner in their portal that takes them straight to whichever step is still outstanding.

🧩 How to Use It

1. Go to Marketing → Affiliate Manager → Settings → Affiliate Portal Settings.
2. Turn on the consent form and upload your commission terms PDF.
3. Choose the tax forms affiliates must submit: W-8, W-9 or both.
4. Make sure at least one payout method is enabled under Configure Payout Methods, then click Save.
5. Track each affiliate's status in the Affiliates list and the Payouts table.

🎯 Why This Matters

• Get a legally recorded acceptance of your terms from every affiliate.
• Collect the right tax documentation without emails, PDFs or third-party forms.
• Stop chasing affiliates for missing details; the portal banner guides them.
• Know who is ready to be paid before you approve a payout.

💡 Good to Know

• Payouts are not blocked automatically. You can still approve and pay an affiliate whose status is Pending, so check their status first.
• Consent is mandatory once enabled; affiliates can't skip it.
• Terms are uploaded as a PDF.