For Merchants
Program Setup
- Set competitive commission rates – research what similar products offer. 20-30% recurring is standard for SaaS.
- Use reasonable cookie durations – 60-90 days is typical. Too short means lost attributions; too long rarely adds value.
- Write clear program descriptions – affiliates (and their AI agents) need to understand your product and terms quickly.
Tracking
- Install tracking on all pages – not just the landing page. Visitors may enter from blog posts, docs, or pricing pages.
- Test before launch – use debug mode (
?agentref_debug=1) to verify cookies are set and clicks are recorded. - Use Stripe Checkout integration – it’s the most reliable way to attribute conversions. Manual conversion creation is error-prone.
Fraud Prevention
- Review flags promptly – unresolved flags can lead to disputed payouts.
- Start with manual approval for new affiliates – auto-approve only after they’ve built a track record.
- Monitor click-to-conversion ratios – very high or very low ratios can indicate problems.
Affiliate Relations
- Respond to applications quickly – affiliates will move on to competing programs if they wait too long.
- Provide marketing materials – make it easy for affiliates to promote your product correctly.
- Pay on time – nothing kills an affiliate relationship faster than delayed or missed payouts.
For Affiliates
Getting Started
- Choose programs you genuinely use – authentic recommendations convert better than generic promotions.
- Use sub-IDs to track placements – know which blog posts, videos, or channels drive the most conversions.
- Disclose affiliate relationships – it’s legally required in most jurisdictions and builds trust with your audience.
Optimization
- Link from contextually relevant content – a referral in a product review converts better than a sidebar banner.
- Use deep links when possible – link directly to pricing or signup pages, not just the homepage.
- Track your metrics – use the dashboard or API to monitor clicks, conversions, and earnings regularly.
For AI Agents
Integration
- Use the MCP Server – it provides the richest interface for agent interaction across merchant setup, growth, payouts, and affiliate workflows.
- Read
llms.txtfirst – it gives you a concise overview of all available endpoints and capabilities. - Use idempotency keys – when creating conversions or managing data, always include idempotency keys to prevent duplicates.
Automation
- Check affiliate status before promoting – verify your affiliate account is approved and active before generating referral links.
- Monitor earnings programmatically – use the stats endpoints to track performance and adjust strategies.
- Handle errors gracefully – the API uses standard HTTP codes. Implement retry logic for transient failures (429, 500, 503).
The Agent Setup Guide has detailed examples for configuring AI agents with AgentRef.