Onboarding checklist

This is every step from approval to a working first week, in one place. Copy it into your own notes or work down it in order. Each group links to the full step.

1. Tracking links

Confirm your link works before a dollar of traffic touches it. Full step: Tracking links

• Logged in to Everflow with the credentials set at approval
• Located the assigned Secrets offer (PPS T1, PPS WW or Revshare) and copied the default tracking URL
• Decided the tagging convention:
  • Source ID = traffic source
  • sub1 = Click ID
  • sub2 to sub5 = optional reporting values
• Generated the first link with Source ID populated
• Tested the link in an incognito window and confirmed it lands correctly
• Confirmed the test click appears in Everflow with sub-parameters intact
• Saved the working link somewhere it will actually be found again

2. Postbacks

Skip this block for organic-only traffic; it can be wired later. Full step: Postbacks

• Identified the ad platform and its Click ID parameter (gclid, fbclid, ttclid, rdt_cid), if running paid
• Confirmed sub1 captures the Click ID on every link generated
• Decided how conversions route back: own server, third-party tracker, or a platform Conversions API
• Configured the postback URL in Everflow with the correct macros
• Fired a test conversion with the affiliate manager and confirmed the destination accepted it

3. Payment setup

Get this on file before the first payout cycle runs. Full step: Payment setup

• Shared payment details with the affiliate manager: wire, PayPal or BTC
• For PayPal: confirmed the account can receive USD
• For BTC: copy-pasted the wallet address directly from the wallet, and sent it from the email on the affiliate account
• Understood the cadence: monthly payouts, minimums confirmed for the selected method

4. Creative library

Know what is available, and how to ask for more. Full step: Creative library

• Checked the Creatives tab on the assigned offer in Everflow
• Reviewed the shared asset library (link from the affiliate manager) for banners, brand assets and copy
• Picked two or three creatives to test in week one
• Know how to brief a custom landing page or creative request

5. First week

A working setup is not the goal; real signal is. Full step: Your first week

• Day 0: link generated, tested, saved
• Day 1: first real traffic sent, one platform, one creative, one audience
• Day 2: tracking verified, click counts roughly match the traffic source
• Day 3: first stats check of clicks, EPC and sub-parameter breakdown
• Days 4 and 5: one informed change made, based on the data
• Day 6: scaled the winner, or reset with a new angle
• Day 7: week-one review written down, with one thing to test in week two

6. Reporting and optimization

Turn week one's data into a decision. Full step: Reporting

• Ran a first Offer Report for the last 7 days
• Ran a Flex Report grouped by Country and identified the 3 to 5 GEOs doing most of the work
• Audited the Conversion Report: sub1 is populated on recent conversions
• Saved at least one report configuration for repeat use
• Scheduled a weekly email for the geo split or Source ID breakdown

7. Best practices and compliance

Keep the account healthy as you scale. Full rules: Policies

• Understood what the program looks at: traffic source and quality, brand and trademark usage, tracking hygiene, and conversion quality (refund rate, chargeback rate, engagement)
• Know that a review flag is a standard quality check, and that you may be asked for source, placement or sub-ID detail
• Know who to contact if traffic is ever flagged: the affiliate manager

When something breaks

Look at tracking links and postbacks first; they resolve the large majority of issues. Your affiliate manager is the first stop for everything else. The affiliate Telegram channel is @secretsaffiliates.

Next steps

• Browse the Help center for quick answers.
• Read the Guides for channel-specific playbooks.
• Review Commissions before you scale.
• Not approved yet? Apply to the Secrets AI affiliate program.