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Referral program setup

How to set up your affiliate program: invite link, "Become an affiliate" page, signup URL, and the full flow from signup to payout.

1. Get your invite link

In the dashboard, go to Integrations. After connecting Stripe, you'll see a Become an affiliate link section with your unique invite URL:

http://localhost:3000/portal/join?account=YOUR_ACCOUNT_ID

Share this link so people can join your affiliate program. Use the copy button to copy the link or the embed snippet.

2. Add a "Become an affiliate" page

Add a page on your site (e.g. /affiliates or /partners) that links to your invite URL. You can use the embed snippet from the Integrations page:

<a href="http://localhost:3000/portal/join?account=YOUR_ACCOUNT_ID" target="_blank" rel="noopener">
  Become an affiliate
</a>

Replace YOUR_ACCOUNT_ID with your actual account ID from the dashboard. The link opens in a new tab so users can complete signup without leaving your site context.

3. Configure signup URL (optional)

In Settings, you can set a custom signup URL. This is the page where customers land when they click an affiliate link. For example, if your pricing page is https://yoursaas.com/pricing, set that as the signup URL. Affiliates will share links like:

https://yoursaas.com/pricing?ref=AFFILIATE_CODE

The ref parameter is the affiliate's referral code. Capture it and pass it to Stripe metadata at checkout—see the Attribution integration guide for details.

4. Affiliate flow overview

  1. Join: User clicks your invite link → lands on join page → signs up (email) → gets a unique referral code.
  2. Promote: Affiliate shares their link (e.g. yoursaas.com/pricing?ref=CODE) with potential customers.
  3. Attribution: Customer signs up and pays → you pass ref in Stripe metadata → Referish creates a commission.
  4. Payout: Affiliate connects Stripe in the portal → requests payout (after hold period and minimum) → you approve → funds transfer via Stripe Connect.

5. Commission settings

In Settings, configure:

  • Commission % — percentage of each sale paid to the affiliate
  • Payout hold days — how long to hold commissions before payout (default 30)
  • Minimum payout — minimum balance required to request a payout (e.g. $10)

Summary

Copy full guide for AI →
  1. Get your invite link from Integrations and add a "Become an affiliate" page on your site
  2. Set the signup URL in Settings so affiliates know where to send customers
  3. Capture ?ref=CODE and pass it to Stripe metadata (see integration guide)
  4. Affiliates join, promote, earn commissions, and request payouts via the portal

Next: Attribution integration →