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The portal is a “My Account” page for your program members — referrers and affiliates alike. It answers the question you’d otherwise get by email every day: “Where do I see my rewards?” Your portal URL is shown under Settings → Referral & Affiliate Dashboard (it ends in /my-account) — link it from your store’s footer or navigation. (Essential plan)

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What members see

  • Login — password-free, via email OTP: the member enters their email, receives a one-time code, and is in. Enable this under Allow Email OTP for Guest Login. Only approved members receive codes.
  • Referral tab — their referral link with share buttons, Total Sales and Total Rewards stats, and a reward history table.
  • Affiliate tab — their affiliate link and coupons, stats (Commission Balance, Total Earnings, Total Paid), a transactions table, plus self-service actions:
    • Convert as coupon / Convert as storeCredit — claim part or all of their balance instantly (when you’ve enabled these payout options)
    • PayPal email capture — affiliates enter and update the email you’ll pay them at

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Customizing the portal

Settings → Referral & Affiliate Dashboard → Customize Referrer / Affiliate dashboard page opens a full editor with Edit/Preview and Desktop/Mobile views. Every text on the page is editable — headings, tab names, stat labels, table headers, empty-state messages, the claim popups, and Custom CSS. The OTP login page and OTP email have their own customizers (Customize OTP Page, Customize OTP Email). For multi-language stores, Manage Account Translations (Settings → General → Translations) translates the portal per locale.

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Headless & custom pages

Running headless, or want the portal inside an existing page? Affiliate → Settings → Embedded Pages provides copyable embed URLs for the affiliate portal and signup form.

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Use cases & examples

Most reward questions are self-served the moment members can log in. Add the portal link to your footer and the referral welcome email.
With OTP login on, affiliates add their PayPal address themselves — and your bulk payouts stop skipping members with missing details.

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Troubleshooting

The OTP email only goes to approved members — pending or rejected applicants see “you are not part of our referral / affiliate program”. Check their status, and that OTP guest login is enabled.
“Your Account has been Blocked” means exactly that — unblock them from the member profile if it was a mistake. “Your referral/affiliate program is disabled” appears when the program toggle is off in Settings → General.

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Need help?

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