Welcome to the Inflektion family! This guide is an overview of the setup process for the Inflektion Partnership Automation Platform.
Initial Platform Setup by Brand:
Step 1
Add additional users for your team:
Click here for information on how to add users to dashboard
Step 2
Set up contract text for affiliate commission tiers:
Contract text is what will appear in the Affiliates portal Dashboard and when using the variable {CONTRACTTABLE} in Affiliate correspondence. For example, an affiliate will see this contract text (for their relevant tier) in their dashboard:
To update the contract text per Commission Tier, follow these steps:
1. Go to Admin Section -> Contracts
2. Click on the Edit icon next to the contract you'd like to edit:
3. Either edit existing or Add New Offer Details:
4. If you'd like this contract text to be displayed on the partner sign up page, check the Display on Signup Page checkbox (only 1 can be displayed on the sign up page, and is usually the default tier)
Note: If you'd like to add new contracts, please refer to this article
Step 3
Configure automated notification email copy:
To edit the default copy which is sent to affiliates upon application, approval, rejection or removal, follow these steps:
1. Go to Admin Section -> Notifications
2. Choose the language you would like to edit the templates for (English, Japanese, etc..)
3. Choose which notification template you would like to edit (Signup, Approval, Rejection, Removal)
4. Add any email addresses you would like to send a copy of these notifications to in the CC box
5. Edit the Subject line and Message body, and click Save
Step 4
Create custom FAQs for your affiliates:
Follow this article to add your own custom FAQ's to be displayed in the Affiliate Portal.
Step 5
Upload marketing resources like images, email swipe copy, and approved social content:
Follow this article to upload your own marketing resources for Affiliates (these will be available in their Affiliate portal)
Step 6
Update or add links to your new partner signup page:
We recommend adding a link to your new Affiliate Sign up Page on your existing brand website.
We have found that adding this link in the footer of your website and top menu nav bar an effective way to recruit new affiliates to your program. Your onboarding specialist will provide the link (and it will be included in the custom Setup Guide)
Step 7
Transition Existing Affiliates:
Follow this article on transitioning affiliates to Inflektion.
Step 8
Check-in Call:
A follow-up call with Inflektion to review any questions about the setup process.
Our support team and onboarding specialist are here to assist you through these steps. For further assistance, please contact our support team.