When you first get OSI Affiliate Software, one of the things that we recommend that you do is email all your customers and let them know that you just launched a referral program.


To make this easy for you to do we have provided an email template that you can use with your email newsletter provider. So if you have Mailchimp, constant contact, or active campaign, or any email mailing list system you can use this template.


Follow the steps below to set it up.


Step 1. Login to your OSI Affiliate Software admin dashboard and click on Promote.


Step 2. Click on the Learn More button under Easily Enroll All Your Customer.


Step 3. Download the CSV file containing your customer email address and their first and last name from your email mailing list system. Upload it in the field provided and click Upload.


Step 4. You may customize the pop-up window with your logo and preferred text.



After you do these steps, your customers you may use the CSV file from OSI with an added column with auto sign up link. You may create an email like the one shown below wherein they can just click on Start Earning Commissions Today button.

Please contact customer support to enable this feature.


After clicking the button, they'll be taken to a special sign-up page to provide a password for their user dashboard before they start promoting your business.