Step 1: Install The App 📲

Click here 👉 Private App Listing

There will be no changes made to your site & no charge for installing or building out experiences. We’re offering a cobranded landing page template and branded portal as a free service for the first 1000 customers of Superfiliate 😊

Step 2: Setup Integrations and Select Pricing 🤝

Integrations

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Subscription Apps

Apps we integrate with

https://www.loom.com/share/bdd9dc9c4af94af583023485b0d34510

SMS

Postscript - find your private API key here

Klaviyo - make a private API key (details here)

Attentive - create a custom app integration here

Email

Klaviyo - make a private API key here

Sendlane - enter your API key after going to integrations > Sendlane

Payments

If you’re going to be doing payouts for creators or customers, you’ll need to integrate with Tremendous (done via the Superfiliate app).

Within the Campaign, you’ll be able to customize the design and copy for your Creator-facing payment emails.

https://www.loom.com/share/2fab518e7b91407d925d0ea212e867d2

Verifying Integrations

Add [email protected] to your SMS & Email provider(s) so that we can verify setup.

Pricing

Though you’ll select a pricing plan during installation, we default to a 21-day free trial to ensure we have plenty of time to deliver the experiences to you, make revisions, and align on plans for launch prior to your first payment.

There is no feature gating or limits on the number of programs you can build. This is the price you pay for unlimited programs and unlimited number of customers/creators.

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Step 3: Develop Program Incentives ✍️

*this is where our team will jump in and start designing the custom experiences for you - we’ll just need to align on & finalize the incentive structure prior to launch

Referral & Loyalty Program (Your Current Customers)

| | New Customer Discount ($ or % off) | Referral Incentive ($ per sale or % of sale) | Cashback (%) | Gifting | | --- | --- | --- | --- | --- | | Description | The discount a new customer receives when they purchase via a Superfiliate link. | The incentive a Superfiliate receives when a new customer purchases through their link - either store credit or cash payout. | The % of store credit your loyalty participants receive on future purchases. | Gifts that Superfiliates unlock with a certain number of referrals or purchases made. | | Recommendation | More than your email popup & evaluated along with the referral incentive in comparison to paid CAC.

(typically 20-30% off first purchase; have seen as high as 50% for brands with high retention) | Enough to excite customers to share with friends & family. Evaluate along with referral incentive in comparison to paid CAC

(typically 20-30% of purchase value; have seen as high as 50% for brands with high retention) | 5-10% with a 90-180 day expiration. | Focus on new products or merch (soft goods).

Typically start at intervals of 3, 5-6, and 10. |

Creator Programs (Creator / Influencer / Affiliate / Ambassador)

| | New Customer Discount ($ or % off) | Referral Incentive ($ per sale or % of sale) | Cashback (%) | Gifting | | --- | --- | --- | --- | --- | | Description | The discount a new customer receives when they purchase via a Superfiliate link. | The incentive a Superfiliate receives when a new customer purchases through their link. | The % of store credit your loyalty participants receive on future purchases. | Gifts that Superfiliates unlock with a certain number of referrals or purchases made. | | Recommendation | More than your email popup.

(typically 20-30% off first purchase) | Depends on agreements & current program structure with the parties involved.

If it’s purely a commission structure, we recommend doing cash payouts via our https://www.tremendous.com/ integration. | 5-10% with a 90-180 day expiration.

This is an option but will likely not drive as much impact here as it will with Referral & Loyalty programs. | Focus on new products or merch (soft goods).

Typically start at intervals of 3, 5-6, and 10. |

Step 4: Set Up Communications Prior to Launch

Referral & Loyalty Program

If you’ve added us to your Klaviyo, we’ll share email creatives for you to review.

These are yours to markup, edit, and approve. Once approved, we’ll build these out following our best practices in preparation for launch and parallelize a similar strategy for sms. Here, we will also align on any migration needs and will be hands on during that migration.

Creator Program

If you’re migrating a program over from another platform, you’ll want to let existing creators know about the shift and direct them to their new Superfiliate portal for login going forward.

The migration itself is super simple, with just a CSV upload via the template below:

Superfiliate Creator Program CSV Template

If you do want to automate any communications to creators upon sign up, successful conversions, etc we can help you set up those flows as well!

Step 5: Align on Launch Date 🚀

We pick a date and everything goes live. The campaign launch email is sent, email flows start up, and users join the program.

Post-Launch 🧑‍🚀

Week 1 - Slack check-in

Week 2 - Loom video with preliminary thoughts on performance

Week 4 - Loom video or call with thorough recommendations on performance, optimization, and expansion. We’ll also decide on an ongoing cadence here!

Launching is just the first step in running a successful word of mouth program — the real value comes in consistent activation strategies, multi channel touch points and engaging with your top performers. We have best practices, playbooks and many more useful tidbits on an evergreen strategy that we’ll run you through!!

Additional Resources

Superfiliate Onboarding Checklist [TEMPLATE]

Referral Program Activation Checklist [TEMPLATE]