๐ฒReferly Campaign Setup Guide
Introduction
This guide walks you through the complete process of setting up and launching an affiliate campaign on Referly (also known as Push Lap Growth). By the end of this guide, you will have a fully configured, active affiliate campaign with tracking, commission rules and a live affiliate portal.
Before you begin, ensure:
A Referly account has been created at referly.so
Email verification is complete
Step 1: Access the Campaign Dashboard
After signing in, you will land on the main Referly dashboard. The central hub for managing affiliate programs, affiliates, referrals and payouts.
To navigate to the Campaign Dashboard:
Log in at referly.so/sign-in
From the left-hand navigation menu, locate the Campaigns section
Click on the campaign name or select "Campaign Settings" to open the configuration panel
The dashboard displays an overview of key metrics including active affiliates, total clicks, referrals and conversions, and revenue generated.
Step 2: Open Campaign Settings
The Campaign Settings panel is where all core configuration lives - including commission rules, affiliate portal settings, tracking options and branding.
To access Campaign Settings:
From the dashboard, click the campaign name in the left sidebar
Select "Campaign Settings" from the dropdown or submenu
The Campaign Settings panel opens, displaying multiple configuration tabs:
General - Campaign name, description, and basic settings
Commission Plans - How affiliates are rewarded
Integrations - Payment and platform connections
Affiliate Portal - Branding and portal customization
Tracking - Link and cookie settings
Step 3: Configure General Campaign Details
The General tab contains the foundational details of the affiliate program.
Required fields to complete:
Campaign Name - Enter a clear, descriptive name (e.g., "Proxies Affiliate Program")
Campaign Description - Write a short description affiliates will see when they join
Landing Page URL - Enter the business website URL where affiliates will send traffic
Recommended settings:
Affiliate Approval: Manual approval (recommended for program quality control)
Click Save to confirm the general settings
Step 4: Set Up a Commission Plan
The Commission Plans tab determines how affiliates earn money for successful referrals.
To configure the commission plan:
Navigate to Campaign Settings โ Commission Plans
The Base Commission Plan is displayed at the top - this is the default plan all new affiliates are assigned to automatically
Click "Edit" next to the Base Commission Plan
Configure the following fields:
Commission Type - Select Percentage-Based (recommended): Affiliates earn a percentage of each sale they refer (e.g., 15% per sale)
Commission Trigger - Select When a customer makes a purchase
Products - Select All Products to apply commissions to everything
Payment Duration:
For one-time purchases: select "One-time payout."
For subscriptions: select Recurring and specify the number of months (e.g., 12 months)
Click "Save Commission Plan."
Note: The Base Commission Plan cannot be deleted - it is the default for all new affiliates. Additional custom plans can be created for specific affiliates later.
Step 5: Connect Integration [Stripe]
To fetch your products automatically and set up referral tracking, please connect your product integration. Click the โConnect Integrationโ button on the right. Once connected, your products/plans will appear here and you can select which ones this referral program applies to.
Click "Connect Integration."
In the orange warning banner that reads "No product integration connected," click the Connect Integration button on the right side.
Select Stripe as the integration
From the list of available integrations, choose Stripe. You may be prompted to log in to your Stripe account or enter an API key to authorize the connection.
Authorise the Stripe connection
Complete the OAuth flow or paste your Stripe Restricted API key (with read access to Products and Prices). Confirm the connection - the orange banner should disappear once successful.
Search and assign products/plans
Use the "Customer buys any of these products/plans" search field to find your Stripe products. Leave it blank to apply the commission to all products, or select specific ones to target.
Confirm commission settings and save
Verify your Commission Frequency (Recurring Basis is selected) and Commission Type (Percentage is selected) match your program requirements, then save the plan.
Step 6: Customize the Affiliate Portal
The Affiliate Portal is the branded interface where affiliates log in to view referral links, track earnings, and monitor performance.
To configure the Affiliate Portal:
Navigate to Campaign Settings โ Affiliate Portal
Complete the following fields:
Logo - Upload the company logo (recommended: 200ร60px, PNG format)
Brand Color - Set the primary color using a hex code (e.g.,
#4F46E5)
Click Save to apply the customization
Tip: A well-branded affiliate portal improves affiliate trust and signup conversion rates.
Complete the following fields:
Custom Title - This title should briefly summarize the purpose so users can quickly recognize what the configuration is for.
Custom Description - A detailed explanation that provides more context about the title.
Click Save to apply the changes.
Step 7: Configure Tracking Settings
Proper tracking setup ensures referral clicks and conversions are accurately attributed to the correct affiliates. This must be completed before launching the campaign.
To configure tracking:
Set the Affiliate URL Tracking Method to:
aff
This is extremely important. Using any other keyword may prevent referral tracking from functioning correctly on your dashboard.
Important: You must select โaffโ from the available keyword options.
Choosing any other keyword may prevent the Affiliate Program from functioning correctly on your dashboard, as referral tracking depends on this exact setting.
Step 8: Set Up Cash Payout Methods
Navigate to Program Settings
From the dashboard, click "Programs" in the left-hand sidebar.
Select the referral program you want to configure payouts for.
Click the "Settings" tab within the program.
Open the Payout Methods Section
Within Settings, locate and click the "Payouts" or "Rewards" section.
Look for a sub-section labeled "Payout Methods" or "Cash Payouts."
Click "Add Payout Method" or "Manage Methods" to begin setup.
Select 'Cash' as the Payout Type
From the list of reward types (Gift Cards, Discounts, Cash, etc.), select "Cash".
Choose your preferred delivery method โ options typically include Bank Transfer, PayPal or Stripe.
Click "Next" or "Configure" to proceed.
Enter Payout Configuration Details
Set the minimum payout threshold (e.g., minimum $10 before withdrawal).
Configure the payout currency to match your program's region.
If required, enter your organization's payment processor credentials (API keys or account ID).
Set any payout frequency rules (e.g., instant, weekly, monthly).
Save and Activate the Payout Method
Review all entered details carefully before saving.
Click "Save" or "Activate" to enable the cash payout method.
A confirmation message should appear indicating the method is now active.
Test the Payout Setup
Use a test referral account (if available) to simulate a payout request.
Confirm the payout appears correctly in the "Pending Payouts" or "Transactions" section.
Verify the referrer receives a notification or confirmation of their payout.
๐ก Note: If payout options appear greyed out or unavailable, verify that your payment processor integration is connected under Settings > Integrations. Contact Referly support if issues persist.
Step 9: Invite Affiliates to the Program
With tracking live and the campaign configured, the next step is bringing affiliates into the program.
To invite affiliates:
From the main dashboard, navigate to the Affiliates section in the left sidebar
Click Invite Affiliates or Add Affiliate
Choose one of the following methods: Option A - Share the Signup Link:
Share it via email, social media or the business website
Affiliates click the link, complete the signup form, and await approval
Option B - Manually Add an Affiliate:
Click "Add Affiliate."
Enter the affiliate's name and email address
Click Send Invitation - the affiliate receives an email with login instructions
Affiliates appear in the Affiliates list with Pending status
Review each application and click "Approve" to activate their account
After approval, the affiliate automatically receives:
Their unique referral tracking link
Access to the branded affiliate portal
A personal dashboard showing clicks, referrals, and earnings
Step 10: Verify the Campaign is Active
Before promoting the program publicly, verify that all components are working correctly.
Verification checklist:
Go to Campaign Settings โ General and confirm the campaign status shows Active
Open the Affiliate Signup Link in a new browser tab and confirm the signup form loads correctly
Log in to the affiliate portal as a test affiliate and confirm:
The referral link is visible and copyable
The dashboard loads without errors
Click the test referral link and complete a test purchase on the business website
Return to the Referly dashboard and check Tracking & Sales โ confirm the test referral was recorded
Expected results:
A referral entry appears in the Referrals section
A commission is calculated and shown in the Commissions section
The test affiliate's dashboard shows the click and referral
If tracking is not recording: Return to Campaign Settings โ Tracking and use the Test Tracking tool to diagnose the issue. Confirm the tracking script is installed correctly on the website.
Summary: Campaign Setup Checklist
1
Accessed the Campaign Dashboard
2
Opened Campaign Settings
3
Configured General campaign details
4
Established a Commission Plan
5
Connected Integration [Stripe]
6
Customized the Affiliate Portal
7
Configured Tracking Settings
8
Established Cash Payout Methods
9
Invited Affiliates to the Program
10
Verified the Campaign is Active
Next Steps
Once the campaign is live and verified:
Share the Signup Link across email lists, social media, and the business website
Monitor performance weekly from the main dashboard
Review and approve incoming affiliate applications promptly
Process payouts when affiliate commissions reach the minimum payout threshold
For additional help, visit the Referly Help Center at referly.so/guides or reach out via Discord Ticket.
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