Note: We use "Program" and "Member" as label-agnostic terms to refer to any marketing you are using Buzzbassador to facilitate, whether you refer to it as an affiliate program, influencer marketing, ambassador program, referral program, creator partnerships, brand reps, partner program, etc.

If you're just now starting out on Buzzbassador, you may be wondering how the process of onboarding your members into your program works. That's what I'm here to explain!

While there is a setup checklist you can review that will walk you through specific steps of how to set this process up in your Buzzbassador account, I'm going to explain the general basics of the process and what you need to know.

There are four main functions of the Buzzbassador onboarding process: Program Setup, Landing Page, Application Form, and Emails. Below I'll explain what each of these are (or direct you to other articles that will), and I'll explain how they each work together.

Program Setup

The Program Setup are where you set up the structure of your program(s), including your members' discount and referral codes, their reward settings, and more. You can access this page by navigating to your Main Menu > Program Setup located on the left side menu of the app. For further details on your Program Setup and how to set them up, please see this collection of articles.

Landing Page

The Landing Page Editor feature is where you can customize the web page that you can use to direct traffic to your application form, and inform potential members about how your program works. You can also add this landing page directly to your Shopify site! This landing page should include information about your program, the perks, requirements/qualifications, and what is expected. To learn more about the landing page feature, please see this collection of articles.

Application Form

The Application Form is a customizable form that you can set up to collect applicants for your program. Once you create your application form, you can share it publicly or to specific interested parties, either via email or by giving them the link to it. All of these features related to the application form are accessed through the "Application Form" page of the Buzzbassador app (Left side menu > Recruit Tab > Application Form) To learn more about how to set up and test your application form, please see this collection of articles.

Emails

Our automated Emails feature is what allows you to customize the emails that are automatically sent to your members when certain triggers occur, such as the member being approved to join your program (which triggers the send of the "Your application was accepted" email). There are currently several email templates within the app. These emails are an essential part of the onboarding process as they help provide your members with crucial information, such as access to their member account, their referral & discount code, and whatever other details about your program that you choose to include in the emails. To learn more about our Emails feature, please see this collection of articles.

Again, all of these unique features work together to help you easily intake members into your program. To explain it even further, let's discuss an example.

Buzzbassador Onboarding Example

Let's say you have a new member who joins your program - let's call her Tasha.

Tasha sees an ad you ran on Instagram announcing that you are looking for influencers. She clicks the link on the ad, and the button leads her to the landing page you have created and integrated with your site.

She checks out the landing page, and all of your perks and program aspects sound awesome! So, she clicks the button at the bottom to apply, and she is taken to the application form you created.

She fills out your application form, including the question that asks she wants her unique referral code to be. She decides she wants her code to be "Tasha10", so she enters that code title into the field. Once she's done filling out the rest of your questions, she clicks "submit" - quickly after, she sees a success page that instructs her to await an update about her application status, which should come to her in an email soon.

Then, you check your applicants list in Buzzbassador and see that Tasha has submitted a new application. You review the information she provided via the form and, she seems to be very qualified, so you click "approve" to accept her into your program.

As soon as you click approve, Buzzbassador generates her referral code, "Tasha10" as a new discount code in Shopify, based on the discount and referral rules that you set up in your Program Settings. Buzzbassador then sends Tasha the "Your application was accepted" email that you customized. Tasha also receives a separate email from us (Buzzbassador) with steps to set her password for her new Buzzbassador member account, which she can log in to any time to check her codes, perks, sales, and payouts at buzzbassadorapp.com/member-login.

Now Tasha has everything she needs to get started making you and herself money! 💰

It's Your Turn To Test The Onboarding!

Don't forget, you can test the entire process above yourself by creating a test member account and going through the onboarding process from the member perspective.


If you need any further help with onboarding your members, don't hesitate to reach out to our support team at [email protected], or via the chat bubble at the bottom right corner of your app window; we'd be happy to help you!

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