While Dovetale is more than just an affiliate solution, we have seen a lot of companies move their affiliate marketing management to Dovetale. Below is a step-by-step guide with best practices to get fully set up on Dovetale as a Shopify merchant.

  1. First, you'll need to create your Community Page. Our design team can also help you get this set up if you need a hand or want feedback.
    • PRO Tip: Embed your community page via step 2 when setting up your page.
  2. Payout any affiliates that are owed any commissions on your existing platform.
  3. Export your affiliates and their emails from your existing platform. You can also take this opportunity to remove anyone that hasn't performed in the past.
  4. Send your affiliates a message that you are moving to a new platform and that they need to apply + create a new account on Dovetale. See below for sample email sequences.
  5. For any active coupon codes on Shopify, you will be able to associate them after a member is accepted. For a tutorial on associating existing coupon codes and creating new offers visit this tutorial video.

Sample migration email

First email

Hey <first name>,

My name is <your first name>, we're making some really exciting changes to our affiliate program and wanted to welcome you into the new program we've created. Affiliates are a core part of our business, but as we continue to grow our brand we think of you more as a member of our community and we wanted our new system to reflect that. Our new system is designed to help not only track affiliates, earnings, and commissions but also send you periodic gifts and get paid for upcoming opportunities.

To join our new program just fill out the application form here <link your Community page URL>. We'll welcome you in shortly after.

If you have any questions please don’t hesitate to ask!

<your first name>

Second email

You could add another step to your sequence if you want. For example, if they don’t respond to this message you can send a follow-up.

Hey <first name>,

Was just following up one last time to make sure you fill out an application here: <link your Community page URL>. If you already have please disregard this message :)

<your first name>