diff --git a/content/docs/brand/quickstart/commission-approval-cash-flow.mdx b/content/docs/brand/quickstart/commission-approval-cash-flow.mdx index 164abfb2..0e112a71 100644 --- a/content/docs/brand/quickstart/commission-approval-cash-flow.mdx +++ b/content/docs/brand/quickstart/commission-approval-cash-flow.mdx @@ -85,6 +85,8 @@ Every commission moves through the same lifecycle: **Approved** is when the commission is added to the partner's balance. **Invoiced** and **Collected** track your side of the bill: the partner can withdraw the commission once it is **Collected**, which happens when you pay the invoice. +The **Commissions** page shows a count for **All** and for each status that has commissions; select a count to filter the list, or use **All statuses** in the filter. Each row names the customer by a masked email, or by **Customer #** and its number when there is no email, or says **Customer not recorded**. **Customers** is no longer a separate page: old Customers links open **Commissions**. + The program's hold period, set under **Commission** in [program settings](/docs/brand/settings), controls when commissions are approved. A commission approves automatically when the hold period ends (later, if you extend the hold), unless you approve or reject it first from the **Commissions** page. A test commission, a $0 commission on a payment after the commission term has ended, and one earned by someone on your own team (the brand owner or a workspace member) are not approved on their own. ### Common uses diff --git a/content/docs/brand/quickstart/create-account.mdx b/content/docs/brand/quickstart/create-account.mdx index 1d871628..17137b9e 100644 --- a/content/docs/brand/quickstart/create-account.mdx +++ b/content/docs/brand/quickstart/create-account.mdx @@ -2,7 +2,7 @@ title: "Create your advertiser account" description: "Sign up on Affitor, verify your email, choose Run a program, and start the five-step program setup." kind: quickstart -last_updated: 2026-10-15 +last_updated: 2026-10-18 --- Create your Affitor brand account in about five minutes: sign up, verify your email, choose **Run a program** and name your program. Setup then walks you through the five steps to [set up your program](/docs/brand/quickstart/setup-program) and go live. @@ -25,8 +25,8 @@ Creating an account is free, and you don't need Stripe or payment details yet. T ## The flow at a glance - **Sign up** at affitor.com/signup with your company email or Google, and verify the email. - **Choose Run a program** when Affitor asks how you will use it. + **Sign up** at affitor.com/signup: choose **I'm a brand**, then use your company email or Google, and verify the email. + **Continue with Run a program** when Affitor asks how you will use it. **Name your program**, then follow the five setup steps up to Go live. @@ -34,7 +34,7 @@ Creating an account is free, and you don't need Stripe or payment details yet. T Your email is your sign-in and where Affitor sends account notifications. -1. Go to [affitor.com/signup](https://affitor.com/signup). +1. Go to [affitor.com/signup](https://affitor.com/signup) and choose **I'm a brand**. The form then reads **Create your brand account**; **Change** goes back to the choice. 2. Sign up with your company email address and a password, or continue with Google. 3. With email sign-up, open the verification email and confirm your address. @@ -46,7 +46,7 @@ A shared address like `partnerships@yourcompany.com` keeps team access manageabl ## Step 2: Choose Run a program -Affitor has two sides: brands that run programs and partners who promote them. The welcome screen asks **How will you use Affitor?** Choose **Run a program**, then **Continue**. **Join programs** is the partner side. +Affitor has two sides: brands that run programs and partners who promote them. The welcome screen asks **How will you use Affitor?** It already has **Run a program** selected from your choice on the sign-up page; select **Continue**. **Join programs** is the partner side. ## Step 3: Name your program and finish setup @@ -54,17 +54,17 @@ Affitor asks for your **program name**, a **program handle** (your public page a ## Verify it worked -Setup opens right after you name your program. **Save and exit** on a step opens the matching **Settings** page, so you can leave and come back. Until the program is live, **Quick start** in the top bar shows the steps left; after **Go live**, setup shows "**your program** is live" with **Open dashboard**. +Setup opens right after you name your program. **Save and exit** on a step opens the matching **Settings** page, so you can leave and come back. Until the program is live, **Get started** in the left rail shows how many setup steps are done (for example **2 of 5**); after **Go live**, setup shows "**your program** is live" with **Open dashboard**. diff --git a/content/docs/brand/quickstart/setup-program.mdx b/content/docs/brand/quickstart/setup-program.mdx index e65e48d9..026edb59 100644 --- a/content/docs/brand/quickstart/setup-program.mdx +++ b/content/docs/brand/quickstart/setup-program.mdx @@ -211,7 +211,7 @@ In the program menu, choose **Program settings** and check that each page kept w "Business shows your business name, website, program URL and logo", "Commission shows your type, rate and, for Recurring, the months, plus Approve all or Review each, whichever you picked", "Payments shows Stripe Connected, or Received for the Server API", - "Until the program is live, Quick start in the top bar shows how many setup steps are left; once it is live, Go live in Program settings reads Status", + "Until the program is live, Get started in the left rail shows how many setup steps are done; once it is live, Go live in Program settings reads Status", ]} ifNotWorking={[ "A page shows old values? Business and Commission save only when you select Continue, Save or Save and exit: reopen the page, re-enter, and save again", diff --git a/content/docs/brand/tracking/connect-stripe-account.mdx b/content/docs/brand/tracking/connect-stripe-account.mdx index 5d3edaab..1a2402d2 100644 --- a/content/docs/brand/tracking/connect-stripe-account.mdx +++ b/content/docs/brand/tracking/connect-stripe-account.mdx @@ -35,12 +35,21 @@ Complete Stripe's activation for the new account: your business details and the 1. In Affitor, open the program menu, choose **Program settings**, then **Payments**. 2. On the **Stripe** card, select **Connect Stripe**. Stripe opens in a new tab. 3. At Stripe, sign in, choose the new account from your accounts, and allow the connection. -4. Come back to the Affitor tab. The page reads the status again on its own; there is no confirmation message, the card itself changes. +4. Come back to the Affitor tab. The page reads the status again on its own. When it worked there is no confirmation message, the card itself changes; when it did not, the Stripe card says why. ![Program settings, Payments, before anything is set up: the Stripe card says Not connected, with a Connect Stripe button that opens Stripe in a new tab. The Server API card beside it has no sale yet.](/docs/brand/stripe/payments-not-connected.png) Only the program owner can connect Stripe. Other members see "Only the program owner can connect Stripe." Finish the Stripe steps within 10 minutes; if the card still shows **Not connected** after that, select **Connect Stripe** again. If the program is already connected to another Stripe account, there is no **Connect Stripe** button: [switch the program to the new account](#switch-a-program-to-the-new-account) first. +If Stripe sends you back without connecting, the Stripe card shows one of these lines: + +| Message | What to do | +|---|---| +| "The Stripe connection was cancelled." | You did not allow the connection on Stripe. Select **Connect Stripe** again | +| "Only the program owner can connect Stripe. Ask the owner to connect it." | Ask the program owner to connect | +| "The Stripe connection changed while you were on Stripe. Refresh to see it." | Refresh the page | +| "Stripe did not finish connecting. Try again, or contact support@affitor.com." | Select **Connect Stripe** again; if it keeps failing, write to support | + One Stripe account can be connected to several programs, and each program connects to one Stripe account. ## Step 4: Test with Stripe test mode @@ -93,7 +102,7 @@ If Stripe is connected and your server also sends sales through the Server API, ]} ifNotWorking={[ "Not finished: Stripe still needs details for that account. Finish its activation in that account's Stripe Dashboard; the card changes once Stripe reports the account ready", - "Not connected after you came back: the connection was canceled or took longer than 10 minutes. Select Connect Stripe again", + "Not connected after you came back: read the line in the Stripe card (table above). If there is none, the steps took longer than 10 minutes: select Connect Stripe again", "No test commission: check that you opened a partner link first, in the same browser; that the tracker is on the page with the checkout, or that your server passed affitor_click_id in the Checkout Session metadata; and that the purchase was a one-time price made in the test mode of the connected account", "Run check under Check Affitor's tracking sends a test click, signup and sale through your program. It tests Affitor's side only and does not touch Stripe", ]} diff --git a/content/docs/partners/dashboard.mdx b/content/docs/partners/dashboard.mdx index fe17f5c6..3fd55907 100644 --- a/content/docs/partners/dashboard.mdx +++ b/content/docs/partners/dashboard.mdx @@ -22,7 +22,7 @@ The partner dashboard has five items in the left rail: **Marketplace**, **Progra **Search programs** and the **All** / **Active** / **Pending** filter narrow the list; the table footer shows how many programs you have. **Find programs** opens the Marketplace. On a pending application, **⋯** → **Withdraw application** removes it; you can apply again later from the Marketplace. -Until your partner setup is done, a **Finish setup** card above the list shows how many of its three steps are done and a **Continue:** button naming the next one. +Until your partner setup is done, a **Finish setup** card above the list shows how many of its three steps are done and a **Continue:** button naming the next one. Once setup is done, a **Start earning** card tracks three results, each with its date: **Someone clicked your link**, **You earned your first commission** and **You got paid**. While you have earned a commission and have no payout method, **You can get paid** sits on top of the card. **Hide this list** removes the card; it goes away by itself once all three are reached. ## A program's page diff --git a/content/docs/partners/quickstart/create-account.mdx b/content/docs/partners/quickstart/create-account.mdx index 1bd08569..46108df3 100644 --- a/content/docs/partners/quickstart/create-account.mdx +++ b/content/docs/partners/quickstart/create-account.mdx @@ -2,14 +2,14 @@ title: "Create Your Partner Account" description: "Sign up, verify your email, choose Join programs, and finish the three-step partner setup." kind: quickstart -last_updated: 2026-10-17 +last_updated: 2026-10-18 --- Your partner account is free and takes a few minutes to create. Two steps are easy to miss: **verifying your email** and **choosing Join programs**. ## 1. Sign up -Go to **[affitor.com/signup](https://affitor.com/signup)** and create an account with Google or your email. +Go to **[affitor.com/signup](https://affitor.com/signup)** and choose **I'm a partner**. The form then reads **Create your partner account**. Create it with Google or your email. ## 2. Verify your email @@ -23,7 +23,7 @@ You must verify your email before continuing. If the message isn't in your inbox ## 3. Choose Join programs -The welcome screen asks **How will you use Affitor?** Choose **Join programs**, then **Continue**. +The welcome screen asks **How will you use Affitor?** It already has **Join programs** selected from your choice on the sign-up page; select **Continue**. If you open the verification link on another device, **Run a program** is selected instead, so pick **Join programs** yourself. :::warning @@ -35,7 +35,7 @@ If you started by applying to a program, signing in takes you back to that progr ## 4. Finish partner setup -Setup has three steps and opens right after you choose Join programs. You can leave with **Save and exit** at any point. Setup opens by itself once. After that, partner home shows a **Finish setup** card with how many steps are done and a **Continue:** button naming the next one. +Setup has three steps and opens right after you choose Join programs. You can leave with **Save and exit** at any point. Setup opens by itself once. After that, partner home shows a **Finish setup** card with how many steps are done and a **Continue:** button naming the next one. Once setup is done, a **Start earning** card follows your first click, first commission and first payout. 1. **Your profile**: your name, prefilled from sign-up, and an optional photo (an existing account photo shows when there is one). Your partner code is shown here; programs see it on your links and it does not change. 2. **Get paid**: add a payout method available for your country and currency: Wise or a bank account (ACH or SWIFT). **Skip for now** is fine: before your first withdrawal you also add your legal name and a tax form under **Your account** → **Payouts** (see [Getting paid](/docs/partners/payouts)).