Partnersify
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5-Minute Quickstart

Walk through the Partnersify setup wizard, portal, Stripe, tracking, and your first test referral.

Follow this path the first time you configure a company in Partnersify. The setup wizard lives under Setup in your merchant sidebar.

Before you start

You will need:

  • A Stripe account (Test/Sandbox or Live. See Test vs Live mode)
  • A website where customers land before checkout (for the tracking pixel)

Step 1: Configure your affiliate portal

Enter your company name and website to be brought to Setup → Affiliate portal.

By default your affiliate portal is already set up. You can configure options in the split screen view, including:

  • Company name and subdomain
  • Commission rules for your portal
  • Payout delay, payout day, and minimum threshold
  • Affiliate agreement text

Use the right-hand preview to see what affiliates will see before you publish.

Step 2: Connect Stripe

Go to Setup → Install tracking and click Connect Stripe. This installs the Partnersify Stripe Marketplace app, which lets Partnersify receive checkout, invoice, and refund webhooks from your Stripe account.

You can choose between your live Stripe account or a test account during installation. If you choose a test account, make sure it is a Sandbox type account (as opposed to Stripe's legacy Test toggle mode) so it has its own account ID.

Since you can create unlimited merchant accounts inside Partnersify, you can create one company and connect your Stripe Sandbox account, then later go to Settings and click + New Company to create a new company for your live Stripe account.

Step 3: Install tracking

On the same tracking page:

  1. Pick your website platform (WordPress, Next.js, Webflow, etc.), or see the Integrations section for a full guide
  2. Copy the pixel snippet into your site <head> on every page you want to track
  3. If you use Stripe Checkout Sessions on your server, also follow the checkout metadata steps. See Stripe Checkout Sessions

Payment Links and Pricing Tables work automatically once the pixel is installed.

Step 4: Run a test referral

  1. Sign up as an affiliate on your own portal for testing
  2. Visit your site via the affiliate referral link
  3. Back on Setup → Install tracking, click the Test Pixel button to confirm it tracked
  4. Complete a checkout on your site to confirm checkout is tracking

See Verify your setup for a detailed checklist.

Step 5: Link the portal on your site

Add your affiliate portal URL to your website header or footer so customers and partners can find it. After setup, your completion screen shows the exact URL to copy.

Updated

Introduction

What Partnersify is, what you still handle yourself, and how the merchant dashboard and affiliate portal work together.

Verify Your Setup

Use in-app tests and a Stripe test purchase to confirm tracking and commission calculation work before inviting affiliates.