Quickstart
Follow these five steps to launch your first creator campaign on Convertly.Sign up
Head to app.convertlyhq.com/register and create your brand account. You will need your email, a password, and your brand name.After signing up, verify your email address by clicking the link sent to your inbox.
Complete onboarding
Once logged in, the onboarding wizard asks you to pick your primary goal:
- Grow sales — focus on affiliate tracking and discount codes
- Build awareness — focus on campaigns and content creation
- Both — get the full platform configured
Create your first campaign
Navigate to Campaigns in the sidebar and click New Campaign. The campaign wizard walks you through four modules:
Save and publish when ready.
| Module | What It Does |
|---|---|
| Products | Select which products creators will promote or receive as gifts |
| Content | Define deliverables (e.g., 1 Instagram Reel, 2 Stories) |
| Incentive | Set commission rates (percentage or flat) and bonus tiers |
| Timing | Set start and end dates, application deadlines |
Invite creators
There are three ways to bring creators into your program:
- Email invite — enter their email and they receive a magic link
- Invite link — share a URL that anyone can use to apply
- Public application page — embed on your website for inbound applications
Share tracking links
Once creators are approved, they can log into the Creator Portal to find their:
- Tracking link —
yourstore.com?ref=CODE(cookie-based attribution) - Discount code — auto-generated or custom (e.g.,
SARAH15)
That is it. Orders placed with a creator’s discount code or tracking link are automatically attributed, commissions are calculated, and you can pay creators from the Payouts page.
What’s Next?
- Connect your Shopify store for automatic order syncing
- Set up discount codes for your creators
- Configure payouts via PayPal or Stripe Connect