School Affiliates Overview

PLAN AVAILABILITY FREE BASIC PROFESSIONAL BUSINESS

This article gives an overview of your school's affiliate feature and how to set up affiliates in your school.

Overview

On the Pro plan and up, you can allow users to promote your product(s) as affiliates. Affiliates receive a percentage of revenue generated from any sale that is a result of their promotion. Affiliate marketing is a great way to use your existing audience to help expand your reach and increase your revenue.

You can access your affiliate program details from the Users > Affiliates tab of your school admin. If it’s your first time setting up affiliates, you’ll be guided through a setup wizard to set details like affiliate payout options and affiliate link settings. These details can be edited at any time.

affiliate_onboarding.jpg

In this article, we’ll review:

  • Creating a new affiliate in your school
  • Designating existing students in your school as affiliates
  • Limiting affiliates to specific products
  • Removing and deleting affiliates

For more information on things like affiliate payouts, affiliate links, creating affiliate application forms, and the affiliate experience, check out the Additional resources section at the bottom of this article.

Create a new affiliate

To add a new user as an affiliate in your school:

  1. Navigate to the Users > Affiliates page.
  2. Click the Add Affiliates button in the top right corner.
    1. If you are on the Business plan, you can use the Import CSV tab to add new affiliates in bulk.
    2. Alternatively, all users can use the Manually option to add up to 5 new affiliates at a time.
  3. You’ll be prompted to fill out the Name, Email, Password, and Commission of the affiliate you are adding. The email address and password entered here will be the credentials used to log into the affiliate account. You can change commission percentage details at any time.

    NOTE: If you create a password for your affiliate, let them know what password you set, or else they won’t be able to login.

  4. If you would like to limit the affiliate to a specific product, you can check off the Limit affiliate(s) to a specific course, bundle, or coaching product box and select a specific product from the drop down menu.

add_new_affiliate_gif.gif

New affiliates will receive an email titled You’ve been added as an affiliate. This email notifies them that they are now an affiliate in your school, and contains a Get Started link that will confirm their account and direct them to their affiliate dashboard. School admin can customize the content of this email via the email template editor.

Learn more about adding users to your school. 

TIP: If you want to automate affiliate creation by having users sign up to be an affiliate in your school, create an affiliate application form.

Designate students as affiliates

You can designate any existing student account in your school as an affiliate by following these steps:

  1. Navigate to Users and then Students.
  2. Select the account of the user you’d like to make an affiliate.
  3. Click the Affiliate tab of their user profile.
  4. Toggle on the Affiliate Program.

designate_student_as_affiliate_toggle.jpg

You can also designate students as affiliates in bulk. This allows you to save time by designating multiple students as affiliates in one action. To do so, learn more about user bulk actions.

designate_students_in_bulk.jpg

When you designate a student as an affiliate, they will receive an email titled You’ve been added as an affiliate. This email notifies them that they are now an affiliate in your school, and contains a Get Started link that will confirm their account and direct them to their affiliate dashboard. School admin can customize the content of this email via the email template editor.

TIP: If you want to automate affiliate creation by having users sign up to be an affiliate in your school, create an affiliate application form.

Product-specific affiliates

You might want certain affiliates to only receive commission for specific products in your school.

To restrict the commission of an affiliate to a specific product:

  1. Click the Users tab on the left sidebar of your admin and navigate to the Affiliates tab.
  2. Click on the user profile of the affiliate you would like to restrict. Click the Affiliate tab in their profile.
  3. Under Product Restrictions, toggle Restrict commission to specific course, bundle, or coaching product on.
  4. Once enabled, you can choose which product(s) the affiliate can receive a commission for.

product_restrictions.jpg

Remove or delete affiliates

To remove an affiliate:

  1. Navigate to your Users > Affiliates tab.
  2. Click into the user profile of the affiliate you want to remove.
  3. From the Affiliate tab of their user profile, toggle off their affiliate status from the Affiliate Program section.

This will remove the user’s affiliate status, but they will still have a student account in your school.

designate_student_as_affiliate_toggle.jpg

If you would like to delete the user profile from your school, you can do so from the Information tab of that user.

If you delete an affiliate user or toggle off their affiliate status, they will no longer receive attribution for any future transactions—including future transactions for subscriptions in which they were attributed the original sale. However, if you have BackOffice enabled, Teachable will still issue a payout to the user for any transactions made prior to deletion or removal of affiliate status. Learn more about affiliate payouts.

Additional resources

  • Affiliate Application Forms - Learn how to create an affiliate application form to accept new affiliates into your school with or without approval
  • Affiliate Links and Resources - Learn how to create and use affiliate links, set affiliate link settings, and create and share promotional resources with affiliates.
  • Affiliate Sales, Commission, and Payouts - Learn how to set affiliate commission rates, understand how your affiliates are reporting, and review affiliate payout options.
  • Affiliate Dashboard - Learn about the affiliate experience and what is available on the affiliate dashboard.

Was this article helpful?

485 out of 546 found this helpful