Affiliate Program Terms and Conditions (+ Free Template)

Elmeri Palokangas

September 25, 2025

Affiliate Program Terms and Conditions (+ Free Template)

Quick answer: Clear, plain-language affiliate program terms reduce disputes, speed approvals, and help you launch faster. You can get a Shopify affiliate program live in under an hour when your rules are ready.

Table of Contents

  1. Why affiliate program terms matter
  2. What to include in your affiliate agreement
    Affiliate compliance: disclosures, coupons, and traffic rules
  3. Free affiliate T&C template
    How to publish and roll out your T&C
  4. Launch / Optimise Checklist
  5. FAQ
  6. Takeaways

Why affiliate program terms matter

Your affiliate agreement is the rulebook for partners. It sets expectations on payouts, attribution, and allowed tactics so you can grow without margin surprises. When your rules are clear, onboarding is faster and your team spends less time resolving edge cases. If you are still setting up, this step sits right before hitting “launch.”

What to include in your affiliate agreement

1) Program overview and eligibility

State who can join, any country or age limits, and what data you collect during sign-up. If you run both referrals and affiliates, clarify that this document governs affiliates. ReferralCandy lets brands run both in one dashboard, so your terms can reference a single portal.

2) Commission structure

Define base rate and any tiers. Note whether commissions apply to first orders only, new-customer orders only, or all orders. If you cap payouts on subscriptions or bundles, write it here.

3) Attribution window

Set your cookie or click-through window, for example 7, 14, or 30 days. Explain the tie-breaker if multiple partners touch the same order, such as last click or first click. If you use data-driven or multi-touch internally, state which click gets paid.

4) Exclusions and adjustments

List excluded SKUs, gift cards, shipping, taxes, and returns. Explain how partial refunds or cancellations affect commissions. Many Shopify apps tag orders so refunds do not skew reports.

5) Payout schedule and thresholds

Detail payout cadence, minimum balance, payment methods, and currency. If you pay store credit, describe expiry and redemption. ReferralCandy supports cash and store credit, which makes this section simple to operate.

6) Content and brand guidelines

Give usage rules for logos, trademarks, and product claims. Provide a short media kit link. Ask partners to avoid health or financial guarantees you cannot support.

7) Traffic sources and bidding rules

Clarify what is allowed: blogs, YouTube, TikTok, email, and paid social. List what is prohibited: trademark bidding, direct-to-checkout links, toolbars, forced clicks, and cookie stuffing. If you allow coupon sites, note any lower rate.

8) Coupon and code policy

Explain when codes are allowed, how often they rotate, and whether codes are “new-customer only.” Include a policy on leaked codes and your right to claw back commissions triggered by leaked or expired codes. Fraud filters in modern apps can flag leaked codes early.

9) Anti-fraud and quality controls

Describe checks such as IP overlap, self-referrals, velocity alerts, and multiple accounts. State that you may pause payouts while reviewing suspicious activity. Tools with device fingerprinting and IP blocking help here.

10) Taxes and paperwork

Tell partners what forms you require based on location. Keep this high-level and non-advisory.

11) Data protection and privacy

Explain what tracking you use for attribution and performance, plus a link to your privacy policy. If you operate in regions covered by GDPR or CCPA, state how partners can request data access or deletion.

12) Term, termination, and changes

Give both parties a right to end the relationship. Reserve the right to update terms, with notice via email or your portal.

Affiliate compliance: disclosures, coupons, and traffic rules

Disclosures. Require clear, near-link disclosures on blogs and social posts. Give a one-line example partners can paste.

Coupon use. If you allow public coupon placement, consider a lower default rate for coupon and deal sites, and a higher rate for creators who drive new customers or higher AOV. Track by affiliate type and adjust rates with tiers.

Traffic quality. Segment results by creator type and watch EPC, AOV, and refund rates. High volume with high returns hurts margin, so write a right-to-reprice clause for partners with poor quality traffic.

If you are comparing software options, read the best Shopify affiliate tracking apps guide to understand how payouts, links, and fraud rules work across tools, and why many DTC brands keep referrals and affiliates together with ReferralCandy.

Free affiliate T&C template

Disclaimer: This template is for general informational purposes and is not legal advice. Have counsel review before publishing.

[Your Brand] Affiliate Program Terms

Last updated: [Date]

1. Program Overview
The [Your Brand] Affiliate Program (“Program”) lets approved partners (“Affiliates”) earn commissions for promoting [Your Brand] products at [yourdomain.com] (“Site”). By applying or participating, you agree to these Terms.

2. Eligibility
Applicants must be 18+ and operate compliant websites or social accounts. We may approve or reject any application at our discretion.

3. Enrollment and Account
Upon approval, you will receive access to our affiliate portal to generate links and codes, view stats, and request payouts. Keep credentials confidential.

4. Commissions
Base commission: [X%] of net sale or [$X] per qualifying order. A qualifying order excludes taxes, shipping, discounts, returns, chargebacks, and gift cards. Unless stated otherwise, commissions apply to [new customers only / all customers].

5. Attribution Window
The default attribution window is [30] days from the first click on your link or use of your code. If multiple affiliates are involved, we credit [last click / first click]. Offline orders are not eligible unless pre-approved.

6. Exclusions
Commissions do not apply to: [SKUs], subscription renewals unless stated, wholesale orders, and orders with heavy discount stacking beyond [X%].

7. Payouts
Payouts occur [monthly] when your approved balance is at least [$X]. Payment methods: [PayPal / bank transfer / store credit]. Balances below the threshold roll over. Currency: [USD].

8. Promotional Rules
Allowed: editorial content, product reviews, listicles, YouTube, TikTok, social posts, email to opted-in lists.
Prohibited: spam, forced clicks, toolbars, adware, cookie stuffing, misleading claims, adult or illegal content.

9. Paid Media and Bidding
Do not bid on our trademarks or misspellings on search or shopping ads. No direct-to-checkout ads. Link cloaking that hides the destination is not allowed.

10. Coupon and Code Policy
Use of unique codes is allowed. Publishing leaked, expired, or unauthorized codes is prohibited. We may void or reverse commissions tied to leaked or misused codes.

11. Anti-Fraud
We may review traffic quality and hold or reverse commissions for suspected fraud, self-referrals, IP overlap, unusual velocity, or returns above benchmarks.

12. Content and Brand
Use our trademarks and assets only as provided in our media kit. Do not alter logos. Do not make medical, legal, or income claims.

13. Disclosures
Affiliates must disclose the relationship clearly and conspicuously near the affiliate link or code in all posts.

14. Privacy and Data
We process data to track referrals and manage payouts. See our Privacy Policy at [link]. Affiliates must comply with applicable privacy laws.

15. Taxes
Affiliates are responsible for taxes due on commissions. We may request tax forms where required.

16. Term and Termination
Either party may terminate at any time. We may withhold unpaid commissions resulting from breach or fraud.

17. Changes
We may update these Terms at any time by posting a new date. Continued participation after changes constitutes acceptance.

18. Contact
Questions: [email@yourbrand.com]

How to publish and roll out your T&C

  1. Create a public page in your site footer called “Affiliate Terms.”
  2. Link it inside your portal and in your onboarding email. You can use a branded portal and custom signup form with ReferralCandy’s Affiliate Plus, so partners always see your latest rules.
  3. Enforce with settings: set cookie window, code rules, and new-customer-only rates inside your dashboard.
  4. Audit quarterly: pull a report by affiliate type and review EPC, AOV, refund rate, and new-customer share. Adjust tiers if needed.

If you are still at the setup stage, here is a fast path to launch with app choices, onboarding emails, and QA steps: how to launch your first affiliate program.

Launch / Optimise Checklist

  • Draft your affiliate program terms using the template above
  • Add the T&C link to your signup page and portal
  • Set commission rules, cookie window, and code policy in your dashboard
    Enable fraud checks and review top partners weekly for quality signals like EPC and refund rate
    Send an onboarding email with links, codes, and your disclosure example
  • Add affiliate widgets or post-purchase activation to convert customers into partners with ReferralCandy
  • Re-publish terms after any commission or coupon policy change and notify partners

FAQ

Do I need a lawyer to write affiliate program terms?

You can start with a solid template and adapt it to how you pay, attribute, and promote. Many DTC brands launch with simple, plain-language rules and then have counsel review before scale. If you operate across regions, a lawyer helps with privacy, consumer claims, and tax language. The template above gives you a practical base to edit.

How long should my attribution window be for affiliates?

Most stores start with 7 to 30 days. Shorter windows reduce disputes when customers browse across channels, while longer windows reward top-funnel content partners. Pick a default that matches your buying cycle, write it clearly, and state how you handle overlap between links and coupon codes. Your app settings should match the written rule.

What is the best way to handle coupon and deal sites?

Set expectations in the T&C and segment rates by partner type. Many brands pay a lower base rate for coupon sites and a higher rate for creators who drive new customers or higher AOV. Use fraud and leaked-code detection, rotate codes, and cap stacking. Review EPC and refunds by segment each month and adjust tiers accordingly.

Which tool should I use to run affiliates and keep terms enforced?

If you want referrals and affiliates in one place, ReferralCandy is a good fit. You get tracked links and codes, cash or store-credit payouts, post-purchase activation, and fraud checks like leaked-code flags and IP overlap monitoring. This makes it easier to apply your T&C rules in practice and scale with less manual review.

Takeaways

  • Write simple rules that match what your dashboard can actually enforce
  • Cover commissions, attribution, coupons, bidding, and fraud in plain language
    Publish the T&C, link it in your portal, and review results by partner type each month
  • Use ReferralCandy to run affiliates and referrals together, with fraud checks and fast setup that fits this playbook.

Helpful internal reads while you set this up

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Elmeri Palokangas

September 25, 2025

Hey, I'm Elmeri Palokangas. I'm an e-commerce and online marketing specialist with over five years of experience. My expertise extends to various publications and companies, including WordStream, QuickMail, Scribe, Marketcircle, and Digital.com. When I'm not enjoying a cup of coffee and writing awesome articles, you can find me running in the nearby mountains.

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