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How to Create an Affiliate Form (Templates & Best Practices)

The potential of an affiliate form for signup doesn’t stop at collecting basic details from potential partners.

It contributes towards a good first impression, building trust, and setting expectations for future collaborations.

Hence, you are not simply creating applications for your partners, but a unique onboarding experience in your affiliate network.

Following clear affiliate program guidelines from the start ensures that you only associate with the right people.

Hence, the chances for your affiliate marketing campaign to become successful increase.

We’ve put together this complete guide on how to create an affiliate form, including easy-to-use templates, smart strategies, and best practices for your affiliate sign-up process.

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What is an Affiliate Form?

An affiliate form collects information from affiliates, influencers, and brand advocates who are interested in promoting your brand through an affiliate marketing campaign.

Essentially, the first step of the affiliate program registration process is filling out the application.

It sets the tone for your entire relationship. Hence, your affiliate agreement form should be able to create a positive, trustworthy impression of your brand from the very beginning.

Benefits of Having a Form for Affiliate Registration

The benefits of having a form for affiliate registration in place of simple email collection are:

  1. Filter Affiliates: Firstly, a well-designed form for affiliate application can help filter out casual inquiries and streamline affiliate recruitment. Thus, it saves you time spent on the vetting process.
  2. Boost Brand Credibility: Secondly, your affiliate program registration process also strengthens brand credibility. Moreover, a professional form indicates that you take your partnerships seriously.
  3. Save Time and Legal Risks: Most importantly, you can automate affiliate compliance with an affiliate tracking system and compliance guidelines.

Key Elements of a High-Converting Form for Affiliate Signup

The key elements of a high-converting form for affiliate signup that you must include are:

  1. Welcome Message and Program Introduction
  2. Clear Commission Structure
  3. Program Details and Benefits
  4. Affiliate Terms and Conditions
  5. FAQs Section and Contact Information
  6. Strong Call-to-Action (CTA)

Welcome Message and Program Introduction

The first impression of any interaction is set based on how you welcome them. Hence, for influencer partnerships, your registration form for affiliates should hold a warm welcome message. As a result, your potential partners will feel valued.

In addition to collecting information, a compelling sign-up form should sell your program. Thus, mentioning in your introduction why someone should join the program will help.

Your partner form should immediately connect with the applicants by showcasing what they will earn. In addition, you can also provide the affiliate promotional materials they need to succeed.

The best affiliate network relationships begin with clarity about expectations and opportunities.

Clear Commission Structure

Honestly, all affiliates care about earnings. Hence, you should prominently display your commission structure.

In fact, you can benefit from making it your hookline by putting it front and center of your affiliate registration form.

Clearly explain your affiliate commission model, including:

  • Base commission percentage
  • Bonuses for top performers
  • Special promotions or seasonal increases

Furthermore, details about your affiliate payout and affiliate performance metrics upfront showcase transparency and professionalism.

Program Details and Benefits

Your affiliate registration form should emphasize why your program is special.

This, essentially, means mentioning what’s in it for your affiliate partners rather than what’s in it for you.

Therefore, your affiliate marketing agreement should fully present the win-win-win situation, like,

  • Your brand wins
  • The affiliate wins
  • Their audience wins

Tip: Use bullet points and icons to make benefits visually stand out from the rest of the form.

Affiliate Terms and Conditions

Even though no one loves legal text, your form needs to include key terms early to build trust. Consequently, it can help the protection for both parties.

Hence, include these three critical elements:

  1. Promotional guidelines
  2. Restrictions
  3. Disclosure requirements

Clear affiliate compliance guidelines show you’re professional and help partners understand your affiliate program requirements.

Furthermore, legal considerations for affiliate disclosure forms in e-commerce have become increasingly important. Some of the best affiliate disclosure examples are here.

FAQs Section and Contact Information

Your affiliate recruitment form must address common queries in the form of FAQs. In addition, you can also provide them your support email address or chat link to address more doubts.

Following that, if the scale of your affiliate program is larger, consider adding a short 60-second “Why Join Us” video. Here, you can explain how your affiliate referral link program works.

Furthermore, include affiliate performance metrics examples. Thus, showing what successful partners achieve. This can motivate them to join.

Strong Call-to-Action (CTA)

Your form needs more than just a boring “Submit” button.

The CTA for affiliate sign-up should inspire action and excitement so that your affiliate enrollment form completion rates increase.

Therefore, instead of generic buttons, try:

  • “Become Our Partner Today”
  • “Start Earning With Us”
  • “Join Our Affiliate Team”
  • “Create your affiliate link.”

What Information to Collect from Your Affiliates

The information to collect from your affiliates for the onboarding process is:

  1. Personal and Business Details
  2. Website and Social Media Profiles
  3. Marketing Experience and Promotional Methods
  4. Preferred Payment Information

1. Personal and Business Details

Firstly, collect basic affiliate details in the form for affiliate signup, like

  • Full legal name (important for contracts)
  • Email (For contact)
  • Physical location (for affiliate tax form)

2. Website and Social Media Profiles

If you concentrate more on influencer marketing using social media, then collect their social media handles.

Don’t waste space on your registration form asking for every social profile they own. Focus on 1 or 2 best-performing social accounts.

Moreover, they can add other links once they get their affiliate dashboard access.

3. Marketing Experience and Promotional Methods

To proceed with only quality affiliates, your affiliate marketing form can use dropdowns for experience level (beginner, intermediate, expert).

Furthermore, for high-value B2B referral programs, you can add additional questions in your partnership form to get more information.

4. Preferred Payment Information

Your affiliate sign-up form should collect PayPal ID, bank details, or even crypto wallet addresses to understand different partner preferences.

Including these options in your affiliate marketing agreement shows you’re forward-thinking.

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How to Create Your Affiliate Form (Step-by-Step)

To create an affiliate form, follow these steps

  1. Choose the Right Affiliate Marketing Tool
  2. Customize Form Fields and Layout
  3. Optimize the Post-Registration Thank You Page
  4. Publish and Promote Your Affiliate Application Form

1. Choose the Right Affiliate Marketing Tool

By choosing the right affiliate tool, you can easily create your affiliate form for registration using built-in editors and templates.

In this blog, we will use a popular affiliate marketing software, Afflr, to create our registration form in simple steps.

By using Afflr, you can easily integrate your Shopify store with other tech stacks like Klaviyo, Zapier, etc. Thus, you can streamline your whole affiliate marketing strategy.

Here’s a quick guide on how to install Afflr.

Related Reading: Explore other popular affiliate marketing apps

2. Customize Form Fields and Layout

Before we proceed, learn how to create an affiliate program using Afflr. This is an easy process with their one-click program launch with pre-existing templates.

To create an affiliate form,

  1. Go to Afflr dashboard -> Programs
  2. Then, click on the program you want to create a form for
  3. Navigate to the signup form tab

Following this, you will find three pre-built templates of affiliate recruitment forms as shown here. Then, you can choose the one you prefer and start customizing it.

Templates of affiliate signup forms

Once you have selected the template, you will be led to the built-in editor where you can customize the fields and labels using a drop-down format.

Customize Affiliate Form

Tips: Smart registration forms use conditional fields, showing more questions to experienced affiliates while keeping it simple for beginners.

3. Optimizing the Post-Registration Thank You Page

The confirmation page after the signup form is submitted is an important place to communicate that you cannot overlook.

The journey doesn’t end with the signup form submission. The confirmation page that appears after the submission is an important opportunity that you cannot overlook.

Subsequently, the thank you page should set expectations and provide immediate value.

Include links to:

In addition, you can also use this page to reinforce affiliate program requirements and affiliate compliance guidelines.

Here is an example of the confirmation page made using Afflr.

Example of Confirmation Page

4. Publishing and Promoting Your Affiliate Application Form

Once your enrollment form for affiliates is created, you must place it on your affiliate landing page. Thus, it will be easy for anyone interested to access it.

Your affiliate program application should be easily found.. Hence, you can place your form strategically on,

Related Reading: Best Ways to Promote Your Affiliate Links

Best Practices to Maximize Affiliate Signups

Here are the best practices to maximize affiliate signups :

  1. Mobile-first design – Since many prefer browsing on phones, create a form that works flawlessly on smartphones.
  2. Progress indicators – Show how far applicants are in your affiliate application process to reduce abandonment rates.
  3. Minimal fields – Additionally, your form must have under 8 fields to increase completion rates.
  4. Brand consistency – Then, use your brand colors in registration forms and keep important fields visible without scrolling.
  5. Instant acknowledgment – You can send immediate affiliate communication when someone submits your registration form.
  6. Resource delivery – You can provide affiliate training materials with an affiliate link automatically to help partners understand the affiliate onboarding process.
  7. Dashboard guidance – Then, you can send instructions for affiliate dashboard access so partners can start promoting quickly.
  8. Compliance education – Additionally, use automation to explain your affiliate program requirements clearly to all new partners.

Common Mistakes to Avoid on Affiliate Signup Pages

  1. Avoid creating an affiliate enrollment form with unnecessary fields.
  2. Don’t create a marketing form without clearly explaining what’s in it for partners.
  3. Always notify applicants who don’t qualify instead of letting them wonder about their status.
  4. Simplify your agreement form language so partners understand easily.
  5. Provide clear affiliate compliance guidelines so partners know exactly what they can and cannot do.
  6. Share examples of successful affiliate case studies so applicants understand realistic expectations.

Affiliate Signup Form Templates for Inspiration

Some affiliate signup form templates for inspiration are:

1. Zappos

Their simple signup form for affiliates proves that less is enough. They collect only essential information and require a password setup during registration. Thus, they can save time and increase security.

Additionally, they showcase their brand story right on the form. Thus, motivating affiliates to join their community.

Zappos Form

2. Trinet

Their multi-step partner forms work in sequence. Firstly, they collect basic information. Then, there are subsequent pages to collect referral partner info associated with the brand, etc.

Thus, you can get detailed promotion plans instead of one-line answers. Therefore, you can identify partners who truly understand your affiliate marketing agreement.

Trinet Form

3. Tempo Meals

Their segmented application provides different forms for different partnership types. Thus, clearly outlining specific affiliate program guidelines for each.

As a result, you can eliminate confusion and set clear expectations.

TempoMeals Form

4. Primal Meats

Their form collects payment links upfront. Thus, eliminating the main reason for delayed commissions or payment conflicts.

Additionally, they have a “How will you promote?” question, which helps you identify passionate partners who understand your terms before they start.

Primal Meats Form

5. Primal Kitchen

They follow transparency with their form, which displays exact commission rates and guidelines right on the application.

Moreover, they let affiliates choose their custom promotion code. Hence, easy to create a stronger brand connection.

Primal Kitchen Form

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Conclusion

Your affiliate form for signup is not simply administrative work. It is a step towards successful partnerships that support growth.

Thus, take time to audit your current partnership form and make changes with the help of a strong affiliate app like Afflr.

Then, keep experimenting with the designs using best practices until you find the one that brings higher conversion.

Further Reading

Frequenty Asked Questions:

How to add an affiliate?

To add an affiliate, create a dedicated registration form on your website. Once they sign up, review applications carefully and then add them as partners. Following that, give access to your affiliate dashboard and generate a unique affiliate link.

How do I create an affiliate application?

To create an affiliate application, choose an affiliate platform like Afflr or ShareASale. Then, create a referral program, customize the signup form with required fields, and promote it to reach your right brand advocates.

What is the affiliate onboarding process for new partners?

The affiliate onboarding process includes sending a welcome email with an affiliate link, providing marketing resources and guidelines, and optionally scheduling a call to answer questions and build a relationship.

How to automate affiliate sign-up forms?

To automate affiliate sign-up forms, use an affiliate marketing automation tool like Afflr. Thus, you can streamline affiliate approval and create email communication with notifications for both you and the applicant.

What is an affiliate document?

An affiliate document is a legal agreement outlining commission structures, payment terms, promotional guidelines, and other compliance requirements. Hence, you can protect both your business and affiliate partners.

How to create your own affiliate links?

To create your own affiliate links, set up an affiliate tracking system that generates unique codes for each partner on signup. Thus, you can easily create and track affiliate traffic and conversion accurately.

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