How to customize a welcoming affiliate dashboard
January 22, 2025
A well-designed dashboard is important for effective affiliate program management. The right affiliate tracking software can make customization seamless.
In this article, we’ll walk you through everything you need to know about customizing your affiliate dashboard, including configuring its appearance, the signup page, assets and more.
Key Takeaways
- 1Strengthen brand identity: Add your logo, brand colors and fonts to create a cohesive experience that aligns with your company’s image.
- 2Streamline navigation: Configure the dashboard menu to include essential sections like referrals, commissions, payouts, and FAQs for an intuitive experience.
- 3Personalize the signup page: Add custom fields, relevant information and an affiliate agreement to make sure you get the important information while maintaining your brand image image.
- 4Organize marketing assets: Upload banners, logos, email swipes and other promotional materials. Categorize them by offers, products or languages for easy affiliate access.
- 5Improve communication with emails: Use broadcast emails for announcements and trigger emails for automated updates, keeping your affiliates informed and engaged.
Why customize your affiliate dashboard?
An affiliate dashboard is the first interaction your partners have with your affiliate program. A well-designed and branded dashboard not only improves usability but also creates trust from the first moment.
If you use a personalized dashboard, you’ll be getting:
Stronger brand recognition: Affiliates will associate your program with your company.
Improved retention: A positive user experience can encourage affiliates to stay active in your program.
Higher engagement: A clear, intuitive interface helps affiliates focus on promoting your product without unnecessary friction.
Customize the theme and branding of the affiliate portal
Your affiliate portal’s look and feel impact how affiliates see your program. Here’s how you can customize it:
Add your logo
Make sure that your logo is shown on the affiliate portal. This reinforces brand identity and makes the portal feel like an extension of your main platform.
Go to the Settings section of your FirstPromoter account. Upload your brand logo under the Brand tab. Ensure the logo is high-resolution and displays correctly across devices.
Apply brand colors
Customize the color scheme to match your brand’s identity. Select the primary color that matches your website or app. Apply colors to the header, buttons and links. Preview the changes to ensure readability and consistency.
Customize fonts
Choose a font that matches your brand’s typography. Ensure the selected font is easy to read, especially on mobile devices.
Choose layout
FirstPromoter offers you four layout options to choose from.
Light or dark mode?
Choose the one that represents the look and feel of your brand. Keep in mind that this is the base of your UI branding. Every color value can be overwritten.
Configure the affiliate dashboard
You can decide what the affiliate sees in the top menu by choosing between Logo, Reports page, Referrals page, Sub-affiliates page, Commissions page, Payouts page, Assets page, User menu and more.
With FirstPromoter, you have the option to allow your affiliates to:
Add referrals manually
Customize the affiliate link
You can also add an FAQ section or a section with extra details you want to share with your affiliates.
Configure the "Signup Page"
In the "Configure Signup Page" section, you can ask potential promoters to provide important information for your affiliate program.
Within this section, you can add or remove specific signup fields and even create custom fields with additional questions that you may want to ask them before they are accepted into your affiliate program.
After adding the title and description, tick the fields you want to be shown on the page. You can ask for details such as first name, last name, website, address, company number, phone number, company name, VAT ID and more. This is where you can also add an affiliate agreement.
We thought of the SEO aspect of your affiliate program, too. In the Page meta content, you can add the relevant title and description to make sure your sign up page ranks well.
Assets & Emails
FirstPromoter allows you to add and organize various marketing assets such as banners, logos, email swipes and other promotional materials.
By organizing your assets, you make it easy for your affiliates to access and use them to promote your products or services.
These are the assets types you can upload:
Image
The "Image" section allows you to upload visual content that promoters can use in their promotional efforts.
You can use high-quality images that represent your brand and products effectively.
Document
Share files with your promoters, such as PDFs or guides.
Provide comprehensive and informative documents that help promoters understand your products.
External links
This feature allows you to share links to relevant external resources to your promotion.
Share links to landing pages, websites, or additional resources that complement your promotional efforts.
Text content
"Text Content" allows you to share promotional text, such as social media posts, email swipes, text links suggestions, blog post ideas, etc.
You can use this to craft engaging and persuasive promotional content that promoters can easily use in their marketing efforts.
Organizing assets with categories
Categories in the Assets section serve as a powerful tool to differentiate and organize your promotional materials based on various criteria, including offers, products and even languages.
By using categories, you can create a better experience for affiliates, making it easier for them to find the most relevant assets.
Emails
FirstPromoter comes with built-in email features that help you communicate effectively with your promoters. With a rich text email editor and merge tags support, our email tool should provide everything you need to send personalized and engaging emails to your affiliates.
Broadcast emails
You can send instant emails directly from the FirstPromoter, keeping your promoters up to date with any news or announcement your company might have.
Trigger emails
Trigger emails help you automate the communication with your promoters by setting up emails that are triggered by specific actions. These automated emails help you keep your promoters informed, engaged, and motivated throughout their journey with your referral program.
You can send emails based on various events such as Promoter Accepted, Promoter Rejected, Lead Signup, Reward Created, Payout Completed, Count Reached, Inactivity and more.
By taking the time to personalize your affiliate dashboard, you can create a professional, user-friendly space that leaves a lasting impression on your affiliates.
From branding and navigation to organizing marketing assets and automating communication, every detail contributes to a seamless experience that creates trust, engagement and loyalty.
