
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 articleWhat to allow, what to ban, and how to stop affiliate trademark bidding disputes early

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 brand bidding policy you can copy/paste into your affiliate terms, plus a lightweight enforcement checklist that doesn’t require an ads team.
If your real question is ‘should affiliates be allowed to bid on our trademark, brand name, or brand + coupon keywords?’, the safest default for most SaaS programs is simple: no brand bidding by default, and written exceptions only for specific partners.
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?
If you need a default brand bidding policy for affiliates, use this: no trademark bidding by default, no brand + coupon bidding, no trademark use in ad copy, and no direct-linking paid search traffic unless you approve it in writing.
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 |
Most payout disputes happen because programs mix two different behaviors into one bucket. Trademark bidding means bidding on your brand terms, close variants, or brand + coupon queries. Non-brand PPC means bidding on generic category terms such as 'affiliate tracking software' or 'best affiliate software for SaaS'.
For most SaaS affiliate programs, the clean default is: prohibit trademark bidding, allow carefully reviewed non-brand PPC only if the partner is not impersonating your brand and is sending traffic to an honest landing page.
| Traffic type | Typical default | Why |
|---|---|---|
| Brand name / trademark keywords | Prohibited | These clicks often come from users already looking for you and create attribution disputes. |
| Brand + coupon / discount / promo | Prohibited | These searches are especially likely to steal last-click credit near checkout. |
| Generic category keywords | Case by case | Can be incremental, but needs clear landing-page and ad-copy rules. |
| Competitor keywords | Case by case | Sometimes useful, but only if your program allows it and the ad experience is compliant. |
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.
Affiliate trademark bidding means an affiliate uses your brand name, misspellings, or close variants as paid-search keywords. In practice, most teams treat 'brand bidding' and 'trademark bidding' as the same policy area.
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.
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