🛡️ Affiliate Consent, Tax Form & Payout Setup in Affiliate Manager

🧭 Overview

Affiliate Manager now introduces Affiliate Consent, Tax Form & Payout Setup: a single affiliate-level compliance flow where affiliates accept your commission terms, submit the tax form you require and add a payout method, all in one place, before they get paid.

🚀 What's New?

✅ Consent form

Upload your commission terms as a PDF (max 5 MB). Affiliates must accept them before they become payout eligible.

✅ Compliance tracking

A new Compliance column in the Affiliates list and the Payouts table shows who's Pending, and each affiliate's profile lists exactly what's missing, such as the W9/W8 form or payment method.

✅ Update compliance for all campaigns at once

Configure everything in Settings → Affiliate Portal Settings; it applies to every campaign.

🧩 How to Use It

Go to Marketing → Affiliate Manager → Settings → Affiliate Portal Settings.
Turn on the options you need: Ask Affiliates to upload W9/W8 Form, Require Affiliates to set up a payout method, Configure Payout methods and Consent form.
If you turn on the consent form, upload your commission terms PDF.
Click Save.
Before you approve or pay a payout, check the Compliance column in Affiliates or Payouts, or open an affiliate's profile to see what's pending.

🎯 Why This Matters

Get every affiliate's acceptance of your terms before they're paid.
See at a glance who still needs to finish setup before you pay.

💡 Good to Know

Payouts are not blocked automatically in this release. Admins can see each affiliate's compliance status before approving and paying a payout, and decide whether to proceed.
Available only in the new Client Portal interface.