MerchantGuide

Merchant first-time setup

Complete the merchant onboarding flow and prepare the program for partner recruiting, payouts, and daily operations.

Last reviewed: Apr 13, 2026UI path: Shopify admin → Apps → Affilyn → Setup wizard

When to use this page

You just installed Affilyn or reopened an unfinished merchant onboarding flow.
You want the minimum merchant setup complete before inviting partners or reviewing payouts.

Before you start

Install Affilyn in your Shopify store.
Sign in with a merchant account that can manage the app.

Success looks like

The setup wizard is completed or intentionally skipped with remaining settings reviewed afterward.
Business details, commission, payout readiness, and email settings are understood before daily operations begin.
You know whether public applications and Theme Editor placement still need to be published.

Where to find it

Shopify admin → Apps → Affilyn → Setup wizard

Steps

Step 1

Open Affilyn from your Shopify apps list.

Step 2

On the first launch, the setup wizard can open automatically.

Setup wizard welcome screenThe welcome screen confirms you are in the merchant onboarding wizard and shows the step-by-step setup flow before daily partner management begins.

Step 3

If you skipped it earlier, return from the dashboard and select Continue setup.

Continue setup banner on the dashboardIf onboarding was left unfinished, use the Continue setup banner on the dashboard to jump back into the wizard.

Step 4

Move through each step in order, starting with your business details.

Business details formEnter the company name, website, and industry details that identify the merchant program inside Affilyn.

Step 5

Set your default commission.

Default commission rate stepSet the default commission percentage used when a partner does not have a custom commission rate.

Step 6

Review your payout method setup.

Payout method stepReview the payout method setting here so merchant payout operations are ready before partners begin requesting payouts.

Step 7

Add your email settings.

Email settings stepAdd the reply-to email and logo URL used in partner-facing emails before daily communication begins.

Step 8

Move past the Subscription Plan placeholder step, then complete the wizard.

Step 9

Review the main settings pages before inviting partners.

Settings overview after onboardingAfter finishing the wizard, review the main settings pages to configure tiers, partner applications, gifting, brand assets, and other long-term program rules.

Step 10

If you want public recruiting, open Settings → Partner Program to enable applications, then publish Partner Apply Button and Partner Application Modal from Shopify Theme Editor.

Partner Program application settingsEnable partner applications here, then configure notification and application form behavior before publishing the storefront application elements in Shopify Theme Editor.

Settings explained

Business details store your company name, website, industry, and reply information.
Default commission sets the base rate used when a partner does not have a custom rate.
Payout method helps you prepare merchant payout operations before partners request payouts.
Email settings control reply details and brand presentation for messages sent from the program.
Subscription Plan is currently a placeholder step that does not replace the live pricing and payout settings pages.
Continue setup returns merchants to the unfinished onboarding flow when it was dismissed earlier.

Example

A merchant finishes the setup wizard, opens Settings → Partner Program to enable applications, publishes the storefront application button in Theme Editor, and then reviews Pending Requests the next day to confirm public recruiting is live.

Tips and limits

The setup wizard is the fastest way to get moving, but it does not replace the full settings review.
You can leave the wizard and return later from the dashboard if setup is not finished in one session.
Check Settings → Payout Settings before approving any payout requests later.
Public applications are a two-step setup: enable them in Partner Program, then place the storefront CTA in Theme Editor.

Current behavior

The onboarding flow still includes a Subscription Plan step, but live billing and payout readiness are managed through the current product pages.
Merchants can return to unfinished onboarding through Continue setup from the dashboard.

Limitations

Completing the wizard does not publish the storefront application button for you.
The wizard does not replace the full settings review for payouts, partner program rules, or long-term configuration.