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All CollectionsUpfluence Learning Academy 🆕 Real Use-Cases Video Series
✨ E-Commerce Use Case: Running An Affiliate Program
✨ E-Commerce Use Case: Running An Affiliate Program

In Upfluence's new learning series, Sarah will walk you through setting up a campaign from start to finish, reviewing multiple scenarios.

Updated over 2 months ago

What to expect in this video-series

💡 This short 7-video series will help you clearly understand Upfluence’s full affiliate and e-commerce capabilities from your brand's perspective.

We recommend watching the full series, but feel free to skip to the tutorial you need! Keep in mind that some videos may reference others in the series.

Cherry& Pumpkin, is our sample e-commerce store, selling on Shopify and Amazon. Through our brand,

  1. You'll discover effective strategies for managing influencer communications and running a variety of campaigns.

  2. We’ll walk you through each step—from setting up your first campaign and customizing email flows to managing a long-term affiliate program with flexible commission options.

  3. We'll show you how to leverage affiliate links effectively with your e-commerce store and Amazon capabilities.

  4. Finally, we’ll guide you through the seamless process of compensating your influencers, whether through commission or flat payment, all made simple with Upfluence Pay.

1- Find Your Organic Influencers Through Live Capture

Description:

We start the Upfluence journey with Live Capture. The ideal tool to gather influencers organically through an engaging ambassador Landing Page or to find influential customers for your brand through a Live Capture- Matching.

Find Your Place (Time Stamps to Skip)

  • 00:00 Intro

  • 00:12 Why Use Live Capture?

  • 00:28 Make a Landing Page

  • 2:34 Run a Live Capture- Matching

  • 4:18 Outro

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2- Make an Exciting Campaign

Description:

This video explores the 6 steps of setting up a campaign plus how to import your influencers. Make sure you watch the follow-up video "Running a Campaign With Email Flows" to see how to edit your emails + how to handle various influencer scenarios before you launch!

Find Your Place (Time Stamps to Skip)

  • 0:04 - Intro

  • 0:22 - Campaign Outline (everything to decide before getting started)

  • 1:03 - Choose Your Campaign Type (Set up your campaign based on your goals and how you will compensate creators)

  • 2:01 - Set Your Influencers Compensation (Sync product catalogue, set up plans for payment)

  • 2:38 - Add Creator Brief

  • 3:01 - Check Your Email Settings

  • 3:07 - Edit Publication Instructions

  • 3:22 - Import Creators (add influencers from a list into your campaign)

  • 3:40 - Set payment offers for everyone (set up view by follower size, check estimated price range and set offers

  • 4:10 - Set Up Email Flows and Follow Up Emails (edit and save each email ready to send)

  • 4:32 - Outro

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3- Run A Successful Campaign With Email Flows

Description:

This video details the last steps to complete before you launch your campaign and how to manage email communication with an influencer through our Email Flows.

➡️ Make sure you review our Set Up An Exciting Campaign to review the 6 steps to setting up a campaign prior to this video!

Find Your Place! (Timestamps to Skip)

  • 0:00 - Intro

  • 0:27- Customize Your Email Flows + The Automated Follow Up Sequences

  • 2:02- Invite Influencers to a Campaign

  • 2:58- Update Merge Field Fallback Values + Resend An Email

  • 3:50- One Click Ship. Send Your Influencer Product

  • 4:14- How to Counter Offer With Influencers

  • 4:48- Change An Influencers Product Selection (When An Influencer Wants to Change Their Product Selection)

  • 5:52- Request a Draft From Creators

  • 6:27- Deny an Influencers Draft

  • 6:52- Approve an Influencer's Draft

  • 7:11- Send Publication Instructions

  • 7:49- Review Influencers Impact In The Content Tab

  • 8:35- Authorize Creators For Payment

  • 9:27- Outro

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4- Maintain A Long Term Affiliate Partnership

Description:

This video explores how to set up a Tracking Plan (discount codes + affiliate link) and how to maintain an affiliate partnership over multiple campaigns.

Find Your Place! (Timestamps to Skip)

  • 0:00 - Intro

  • 1:21- Create of Duplicate A Campaign

  • 2:29- Create A Tracking Plan

  • 4:05- Set Multiple Commission Structures

  • 4:42- Send a New Mailing To Pre Existing Affiliates

  • 6:25- Create a New Extra Order (Repeat Product Gifting)

  • 6:55- Review Affiliates In The Performance Tab

  • 7:17- Create Affiliate Payments

  • 7:45- Outro

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5- AST: Setting Up An Affiliate Partnership Without A Discount Code

Description:

This video explores launching an affiliate campaign with AST (agnostic sales tracking). AST is the best option if:

  • you want to create affiliate links without needing to offer a discount.

  • your e-commerce store is not hosted by one of our integrations.

Find Your Place! (Timestamps to Skip)

  • 0:00 - Intro

  • 1:13- Generate Tracking Script

  • 1:53- Duplicate Campaign

  • 2:07- Tracking Plan + Commission Set Up

  • 3:20- Update a Brief & Emails

  • 4:40- Review Commissions in the Performance Tab

  • 5:02- Outro

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6- Creating An Amazon Affiliate Campaign

Description:

This video dives into setting up an Amazon Affiliate Campaign with our Amazon integration. By integrating both your e-commerce (Shopify in our example) and Amazon you are able to utilize features such as product synch, one-click shipping, and seamless affiliate code generation.

Did you know when you make your affiliate links through our Amazon integration you get a "Brand Referral Bonus" directly from Amazon?

The Brand Referral Bonus (only applies to US based companies) is a bonus directly from Amazon that you can receive when you direct customers to Amazon instead of your own store.

Find Your Place! (Timestamps to Skip)

  • 0:00 - Intro

  • 1:16- Duplicate Campaign

  • 2:03- Create New Tracking Plan

  • 2:57- Review Affiliate Performance

  • 3:52- Outro

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7- How To Pay Influencers Using Upfluence Pay

Description:

This video explores how you will pay influencers after they have successfully posted all their content for your campaign using Upfluence Pay powered by Stripe.

Upfluence Pay enables you to easily gather tax compliance documents, manage your budget and seamlessly pay influencers out their commission structures or flat payments. Upfluence Pay also has facilitated foreign exchange payments.

Find Your Place! (Timestamps to Skip)

  • 0:00 - Intro

  • 0:33- Set Up Upfluence Pay Account

  • 0:50 Authorize Payments + Send Last Email

  • 1:10 How to Add Funds to Upfluence Pay

  • 2:05- Outro

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Liked this series? 💙 Submit your brand use-case through the chat and we will make learning content about it!

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What are Campaign-specific merge fields and how do I use them
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