
Affiliate platforms: questions to ask before you migrate (SaaS)
A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
Read articleCopy/paste answers that stop the same 10 emails every payout cycle

If your affiliate program is even mildly successful, you’ll get the same questions on repeat: ‘Where’s my payout?’, ‘Why did this signup not track?’, ‘Can I run ads?’, ‘Can I use coupons?’.
A good affiliate portal FAQ does two things: it sets expectations (rules + timing) and it explains edge cases (refunds, trial conversions, attribution). This page is a practical, copy/paste FAQ you can ship today.
Commissions usually appear quickly, but some conversions stay in a ‘pending’ state until the payment clears and the refund window passes. If you’re promoting a trial, commissions may only lock after the trial converts.
We review conversions to prevent fraud and to make sure refunds/chargebacks are handled fairly. Pending conversions typically become approved after (1) payment capture and (2) the refund window.
We use a simple last-touch attribution rule for affiliate links. If a user clicks multiple partner links, the most recent eligible click gets credit. If you believe a conversion should be credited to you, use the tracking issue checklist below.
The tracking window is the time between a click and a purchase where the referral can be credited. If a user purchases after the window expires, the conversion may not be attributed.
Yes — deep links are allowed as long as the destination is brand-safe and not misleading. If a deep link breaks, use the ‘tracking issue’ checklist so we can reproduce it.
Only approved coupons are allowed. Unapproved coupons (especially scraped codes) create payout disputes because they ‘steal’ attribution from content partners. If you want a coupon, request approval first.
By default, brand bidding is not allowed unless explicitly approved. Paid ads can be allowed for non-brand keywords depending on your channel and landing page. Ask before launching campaigns so we can confirm what’s permitted.
No. Self-referrals (earning commission on your own account or your company’s accounts) are not eligible and may be reversed.
If a customer refunds or a chargeback occurs, the associated commission may be reversed (clawed back). This keeps the program fair because we only pay commission on retained revenue.
Payouts are processed monthly. If your balance is below the payout threshold, it rolls over to the next payout cycle.
Put the support route in the portal and stick to it. Partners should know where to ask (and what info to include). If you answer ad-hoc DMs, you’ll train people to bypass the process.
Put the short version in the portal (where affiliates look first). If you have longer policies (refunds, brand bidding, self-referrals), link to public pages so you can reference them consistently.
Define conversion (what earns commission), define refunds/chargebacks (cancel + clawback), and define payout timing (monthly/Net-30 + threshold). Publish them in plain English.
Destination URL, timestamp + timezone, referral/click id (if available), and whether an ad blocker was used. Without that, you can’t reproduce or explain attribution.
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A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
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