
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 articleOne page you publish now so you don’t argue about Google Ads later

If you don’t publish a brand bidding policy, you will still have a brand bidding policy — it will just be ‘whatever we decide in the moment’. That’s how payout disputes start.
This page gives you a plain-English template you can copy/paste into your affiliate terms, plus a lightweight enforcement checklist that doesn’t require an ads team.
Brand bidding is when an affiliate runs paid ads triggered by your brand name (or close variants) — e.g. ‘TinyAffiliate’, ‘Tiny Affiliate’, ‘tinyaffiliate pricing’, ‘tinyaffiliate coupon’.
It can be harmless (defensive coverage) or harmful (stealing last-click conversions you would get directly). The real issue is not morality — it’s attribution: who deserves commission when the customer was already looking for you?
Copy/paste this section into your affiliate terms. Edit bracketed parts if needed:
If you want a softer version: allow brand bidding only for a small set of trusted affiliates and require they use a pre-approved landing page + negative keywords (e.g., exclude ‘login’, ‘support’, ‘refund’).
| Scenario | Default |
|---|---|
| Affiliate bids on ‘TinyAffiliate’ | Prohibited |
| Affiliate bids on ‘TinyAffiliate coupon’ | Prohibited |
| Affiliate bids on ‘affiliate tracking software’ (non-brand) | Allowed |
| Affiliate runs a comparison landing page and bids on competitor keywords | Usually allowed (depends on your rules) |
| Affiliate uses your brand name in ad headline | Prohibited unless approved |
You don’t need to catch everything. You need a repeatable process that discourages abuse and makes decisions consistent:
No. It’s just usually misaligned for early-stage SaaS because it converts ‘already-intent’ customers and creates commission disputes. If you allow it, do it intentionally with explicit constraints.
Default: no brand bidding, no brand+coupon bidding, no trademark in ad copy. Approve exceptions in writing.
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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.
Read articleA founder-friendly guide to affiliate tracking for SaaS subscriptions: which event earns commission, how to handle trials and plan changes, how recurring commissions work, and the tests that catch broken attribution.
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