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. If you have SendPulse, you may use it to send your customers an invite to join your referral program.
Follow the steps below to set it up.
Step 1. Notify firstname.lastname@example.org to enable this free feature to your account.
Step 2. Once activated, log in to your OSI Admin account and click on Promote.
Step 3. Click Learn More under Easily Enroll All Your Customers.
Step 4. Prepare your CSV file of your customers or potential affiliates with the required information such as First Name, Last Name, and Email address.
Step 5. Upload your email list CSV file and the system will download an exact file with an added column for their auto-sign up link. Rename the first column to 'Sign up link' for easy reference.
Step 6. Log in to your SendPulse account. Click Mailing List, then click New mailing list of your invite recipients.
Step 7. Upload the CSV file you downloaded from Step 5.
Step 8. Map the columns accordingly and create a variable for the signup link.
Step 9. Create your campaign as usual. Click the My Campaigns and then New campaign.
Step 10. When adding the signup link, get the variable code by clicking Variables and select the variable you created for the signup link. Copy the code and paste it in the Link field of the button.
Step 11. Send your email invite. Once they click on the Signup button, they'll be taken directly to their affiliate dashboard wherein they just need to enter their password.