OSI Affiliate Software provides you with three unique ways in which you can sign up affiliate users to your account. You may select any of the three ways to add affiliates as shown below.


I. Interface Sign Up

OSI offers a customizable signup interface option that you can link from your web site and have affiliates sign up. This interface has a main page where you can add all the content describing your program. You can add your own logo and customize some of the colors to this interface shown below. To customize and launch this page, follow the steps below:

Step 1. Click on Configure Sign Up Page on your admin dashboard.


Step 2. Click on Customize to modify the Sign Up page and View Sign Up Page to launch another tab and view your changes reflected real-time.


Step 3. After clicking Customize, you will now have access to change the following:

Add My Logo

Upload Logo and link for the logo

Change Text On Left Side of Sign Up Form

Edit texts and format


Change Text On Right Side of Sign Up Form

Edit texts and format


Step 4. Click on the Update button to reflect all the changes.

Step 5. Click on Configure Form Fields to modify the information you want to obtain from your affiliates.


Here, you'll be able to do the following:

Add New Field

Create a new field for your affiliates to fill out by clicking on Add New Field button.

Rearrange the fields

Rearrange the position of the fields by clicking anywhere on the row and drag them to your desired order. Click on Update Positions button once done.

Form Fields

The blue pencil icon lets you modify a field while the red icon deletes it.

The check marks represent the attribute for each field.

Display on user Registration - this information will be asked from an affiliate during sign-up.

Required - this information is mandatory for the registration to go through.

Allow User to Modify - this information can be modified by the affiliate.

The type determines the type of information that can be placed for the field.

Text box - Free text. No restrictions.

Text Area - Same as text box but bigger in size.

Dropdown Menu - Restricted to set of information determined by you.

Radio Buttons - Restricted to set of information determined by you.

Checkbox (Single) - A single checkbox for confirmation/acknowledgement purposes.

Checkboxes (Multiple Selection) - Multiple checkboxes to confirm/acknowledge set of information determined by you.

State - A drop-down list of US States.

Country - A drop-down list of all countries.


II. Integrated Sign Up


To get your affiliates to sign up, you can simply integrate a signup page into your site.  In order to have this, all you have to do is add a snippet of code, we can also help you with this. Here is an example from a client that has done that with their sign up page.


Embedded sign up page example:


  

Embedded login page example:


Follow the steps below to integrate sign-up page to your websites.

Step 1. Click on Set Up Software on your dashboard.

Step 2. Click on Settings.


Step 3. Click on Show Advanced Settings.


Step 4. Click on Learn More next to Integrate a registration form into your existing website.


Step 5. Click on Integrate Affiliate Sign Up Page with My Web Site button.


Step 6. Click on Create New Form button.


Step 7. Under Add Sign Up Page, fill-out all information.

Note: FoWhen user signs up give them access to the following referral program/s, you can pre-determine which referral programs they will have access to. You can select individual programs using Ctrl key.


Step 8. Click Add button once done.


III. Manually Add Users

You can manually add users without going through the sign-up page by following the steps below:


Step 1. On your admin dashboard click Users.


Step 2. Click on Add User button.


Step 3. Fill out all mandatory information marked with asterisk (*).

Note: FoReferral Program, you can pre-determine which referral program/s they will have access to. You can select individual programs using Ctrl key.


Step 4. Click on Save button once done.