
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 articleA clear policy now saves you painful payout disputes later

If you don’t publish trademark rules, you’ll still end up making trademark decisions — you’ll just make them one angry email at a time.
This page gives you a plain-English trademark policy for affiliates (copy/paste), plus examples and a simple enforcement workflow that doesn’t require a legal team.
In affiliate programs, ‘trademark use’ usually means an affiliate using your brand name (or close variants) in ways that can confuse customers — most commonly in paid ads, domains, social handles, and landing pages.
The goal is not to ‘punish’ affiliates. The goal is to prevent two predictable outcomes: (1) customers thinking the affiliate is the official brand, and (2) affiliates capturing last-click conversions you would get anyway (then arguing about commission).
Copy/paste this into your affiliate terms. Edit bracketed parts if needed:
If you want exceptions (e.g., a strategic partner running co-branded ads), write the approval in one paragraph: which keywords, which ad copy, which landing page, and for how long.
| Scenario | Default |
|---|---|
| Affiliate writes a review titled ‘TinyAffiliate vs Rewardful’ | Allowed |
| Affiliate registers tiny-affiliate-coupons.com | Prohibited |
| Affiliate uses your logo in a blog post with clear attribution | Usually allowed (with brand guidelines) |
| Affiliate runs Google Ads bidding on your brand name | Prohibited by default |
| Affiliate uses your trademark in ad headline (‘Official TinyAffiliate Deal’) | Prohibited |
| Affiliate uses ‘[Your Brand]’ in a landing page URL slug (non-domain) | Usually allowed if not misleading |
You don’t need perfect detection. You need a repeatable workflow so enforcement is consistent:
Yes — in honest editorial use (reviews, comparisons, tutorials). The risky areas are impersonation and paid ads. Publish rules for those first.
Not always, but it’s usually misaligned early: it captures customers already looking for you, then creates payout disputes. If you allow it, allow it explicitly for specific partners with constraints.
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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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