docs
Getting started

Quickstart

The eight steps on Getting started, in the app's order, from an empty account to a test sale.

This page follows Getting started in the app, one step at a time. By the end you'll have:

  • Stripe connected in test mode.
  • Your own partner link.
  • The tag on your site, with a real click seen.
  • One test sale credited to your link.
  • Your first real partner invited.

Bill with Paddle? Follow the Paddle setup for step 2. Everything else stays the same.

Build with an AI agent? Let it set this up for you.

Before you start: create your program

Sign up at app.affiliaterail.com/signup.

  1. Confirm your email. Type the code we send you, then set a password.
  2. Name your business. Add your website, portal address and currency.
  3. Wait for Available beside the portal address, then create the program.

Pick the currency you charge customers in. It's fixed once money is recorded.

Your program arrives ready to use. It has a 20% commission rule, a partner group and sample data. Sample rows are marked. Turn them off with the Sample data switch on Home. Your first live sale or real click turns them off for you. A test sale doesn't.

Your commission rule

This one is ticked when you arrive. A commission rule decides what a partner earns on a sale.

  1. Change it opens the rule, if 20% isn't right.
  2. The card shows the rate your rule pays today.

Connect Stripe in test mode

Stripe has two modes. Test mode uses fake cards and fake money.

  1. Connect Stripe on the card sends you to Stripe.
  2. Check the mode at the top of Stripe's screen. Pick your test account.
  3. Install on Stripe's screen. It lists eight read permissions. There is no write permission on it.
  4. You land back on Getting started with step 2 ticked.

The button installs the AffiliateRail app on your Stripe account. Reading is all it can do, so there is nothing in your Stripe we could change.

Test mode works the same as live. What you prove now holds when you go live.

Open your own partner portal

This makes you a partner in your own program. You'll see what partners see.

  1. Send me my link on the card.
  2. Open the email and sign in. The link works once, for one hour.
  3. Copy your link from the card. It looks like yoursite.com/?ref=your-handle.

Steps 4 and 5 both use this link.

Email didn't arrive? Press Retry email, or open portal sign-in and ask for a code.

Put the tag on your site

The tag is one line of code. It notes which partner sent each visitor.

  1. Copy the tag with the copy symbol in its box.
  2. Paste it before </head> on every page. In Webflow, Framer or WordPress, use the site-wide custom code box.
  3. Publish your site.
  4. Click your own link from step 3. The card listens for two minutes.

Done when the card says Click received.

Someone else runs your site? Type their email under the tag and press Email it. They get the tag and where it goes.

One tag covers your domain, www and every subdomain. Is your app on a different domain, like getacme.io beside acme.com? Add it to the tag's data-domains.

The card also has Check my install. It reads your page and tells you what's missing. Verifying your install explains each answer.

Make a test sale

This proves a sale reaches your commission rule.

  1. Open your link from step 3.
  2. Buy your own product with Stripe's test card: 4242 4242 4242 4242.
  3. Use any future date and any three digits for the CVC.
  4. Wait on the card. It listens for two minutes.

Done when the card says Test sale attributed.

Not there? Open Reports, then the Attribution tab. The row says what was missing.

You'll also find the commission under Commissions, with a Test chip. Open it to see which rule priced it. Test sales never count toward revenue, balances or payouts.

Checkout, Payment Links, Pricing Tables and Buy Buttons need nothing more. Does your own code create subscriptions with Stripe Elements? Add three lines of code.

Invite your first partner

This is the step that brings in sales.

  1. Copy the signup link on the card.
  2. Send it to one person who'd recommend you.
  3. They sign up and get their own link in a minute.

Want to add someone yourself? Open Partners and add them by email.

Moving a program that has partners already? Bring an existing program opens Import.

Make the portal yours

  1. Add your logo on the card.
  2. Pick your colours. The preview shows what partners will see.

Put the portal on your own domain

This step is optional. Partners can sign in at your affiliaterail.io address.

  1. Open Domains.
  2. Type a subdomain, like affiliates.yourdomain.com.
  3. Add the DNS record it shows, where you bought the domain.

Pick a name nothing uses. If app.yourdomain.com is your product, don't use it.

If you install through a tag manager

Google Tag Manager, Segment and Tealium add the tag after the page loads. So the check can't see it in your page. It checks your traffic instead.

  1. Publish the container. Our tag goes in as a custom HTML tag on every page.
  2. Open your site through your own link from step 3.
  3. Run the check again. The tag line reads yes, from your traffic.

The same works for a site whose bot protection blocks us. One case never passes: a tag carrying another program's id. Fix the id and check again.

Where to go next

  • Commission rules: turn the 20% into your real commission plan.
  • Payouts: connect PayPal or Wise before you owe real money.
  • Concepts: what each thing you made is.