One Server URLEvery AI Client

Affiliates filtered by status, source, plan, tier, group, country, revenue or clicks.

One affiliate: links, promo codes, plan, tier, onboarding answers, masked payout method.

Referrals brought by one affiliate.

Payouts made to one affiliate.

Approve, decline, deactivate, reactivate or ban. Previews, then runs on explicit ids.

Deletes affiliates and their records. Two-step.

Name, company, website and social fields of an affiliate.

Moves affiliates to another commission plan, optionally updating existing referrals.

A custom rate for one affiliate, or back to the plan rate.

A one-off bonus with amount, currency and reason. Previews first.

Moves affiliates into an affiliate group.

Sets who an affiliate was referred by. Multi-level programs.

Removes an affiliate's upline.

CSV import jobs and their progress.

Asks an affiliate to submit a W-9 or W-8. Business and up.

Tax forms on file per affiliate, status only, never the tax id.

Affiliate groups with member counts and sign-up links.

Creates or renames a group. Creating groups is Business and up.

Deletes a group; its members stay, ungrouped.

The sign-up link that places new affiliates in a group.

Referrals with filters: status, affiliate, plan, date and customer.

One referral with its timeline of clicks, sign-up and sales.

Records a referral by hand for an affiliate.

Changes a referral's name, email or status.

Internal notes on a referral.

Moves referrals to another commission plan. Previews first.

Approves, holds or declines referrals in bulk. Previews first.

Deletes referrals and their sales. Two-step.

Exempts a referral from fraud rules.

Sales and commissions with status, paid-out, type, group and amount filters.

One sale or commission with its manual payment proof, if any.

Records a sale for a referral with amount, currency and rate. Previews first.

Changes a sale's revenue or commission. Previews first.

Deletes sales. Two-step.

Tracking links by affiliate with click counts.

Creates a tracking link for an affiliate.

Changes a link's destination or label.

Deletes a tracking link.

The destinations affiliates can link to, and whether they may add their own.

Automated and Shopify short-link settings.

Changes short-link settings.

Domains available for short links.

Coupons with their discount, duration and promo codes.

One coupon and its promo codes.

Creates a coupon and its codes in Stripe, Shopify or Polar too. Previews first.

Changes a coupon. Previews first.

Deletes coupons. Two-step.

Pulls coupons from Stripe, Shopify, WooCommerce, Polar, Creem or Ecwid.

Promo codes and which affiliate each belongs to.

Adds a promo code to a coupon for an affiliate.

Changes a promo code's affiliate or state.

Archives a promo code.

Deletes a promo code.

Rules that generate a code for every new affiliate.

Accept, hold or decline commissions in bulk. Previews, then runs on explicit ids.

Marks commissions refunded so they leave the next payout.

Marks commissions paid outside Referly.

Commission plans with type, rate, trigger and affiliate counts.

One plan with its rules, tiers and overrides.

Creates or edits a plan. Re-submits existing rules so none are dropped.

Makes a plan the default for new affiliates.

Deletes a plan and moves its affiliates to another.

The sign-up link that places new affiliates on a plan.

Performance tiers and their thresholds.

Creates or edits a tier.

Deletes a tier.

Multi-level settings: levels and rates.

Changes multi-level levels and rates.

Performance bonuses with status. Gamify add-on.

One bonus with its rule and awards.

Creates or edits a bonus as a draft, disabled until you enable it.

Turns a bonus on or off. Enabling notifies eligible affiliates.

Deletes a bonus.

Who would earn a bonus if it applied to past results.

Schedules those past awards. Previews first.

Queues the bonus announcement email to eligible affiliates. Shows the count first.

Contests with state and dates.

One contest with rankings and winners.

Creates or edits a contest as a draft.

Publishes, toggles or finalises a contest.

Deletes a contest.

Leaderboard visibility and ranking settings.

Changes leaderboard settings.

The current leaderboard.

Content reward campaigns and submissions at a glance.

Content reward campaigns with state.

One content reward campaign: schedule, rules, reward formula, budget and audience.

Creates or edits a content reward campaign as a draft.

Starts, pauses or ends a content reward campaign.

Deletes a content reward campaign.

Affiliate content submissions awaiting review.

Approves or rejects submissions in bulk. Previews first.

Queues a content campaign's announcement email. Shows the recipient count first.

Payout batches with totals, method and paid state.

One batch and the payouts in it.

One payout with its transfer status.

What is due at the next payout date, per affiliate.

Counts and totals a batch would contain for a date range and minimum. Nothing is created.

Prepares payout batches. Nothing is sent; you pay from the dashboard.

Prepares a batch from chosen commissions. Nothing is sent.

Wise, PayPal or Referly Payouts fees for a batch.

Marks a batch or payout paid outside Referly. With proof, use the dashboard.

Reverts a payout to unpaid.

Bank payout rows as CSV-ready data.

Deletes an unpaid batch.

Returns the dashboard link to pay a batch. Money never moves from the assistant.

Methods, eligibility days, minimum and frequency.

Methods, eligibility days, minimum and frequency. Auto-pay switches stay in the dashboard.

Invites one affiliate by email, with names, group and plan.

Creates an affiliate account directly, without an invitation.

Resends a pending invitation.

Program announcements with status and audience.

One announcement with its content and results.

Creates or edits an announcement as a draft. Publishing is a separate step.

Publish, pause, resume, archive or unschedule. Publishing sends.

Deletes an announcement.

Copies an announcement as a new draft.

Who an announcement would reach, as a count and a list.

Responses to a poll announcement.

Portal popups and banners with status.

One popup or banner.

Creates or edits a portal popup or banner.

Turns a popup or banner on or off. Business and up.

Copies a pop-up or banner into a new draft with the same settings.

Deletes a popup or banner.

Marketing asset folders and who can see them.

Logos, banners, links and videos shared with affiliates.

Creates an asset folder.

Adds or edits text, link and YouTube assets. File uploads stay in the dashboard.

Deletes a folder and its assets.

Files in the content library.

Conversations with affiliates. Business and up.

Messages in one conversation.

Sends a text message to an affiliate or a group room.

Starts a group conversation. Engage add-on.

Adds or removes affiliates from a group room.

Archives a conversation.

Deletes a conversation.

Creators by niche, platform, audience and engagement. Discovery add-on.

One creator's profile and match breakdown. Never their email.

Saves a creator to your shortlist.

Removes a creator from your shortlist.

Your shortlisted creators.

How many creator invitations you have left this period.

Sends a program invitation to a creator. Counts against your quota.

Your listing on the Referly marketplace and its score breakdown.

Edits your marketplace listing.

Every program you can see: id, name, currency, plan and your role. Resolves names to ids.

Every setting in one read: tracking, approvals, fraud, invoices, payouts, portal URL.

Every program email with its type, whether it is customised, on or off, and open stats.

Subject and body of one program email.

Replaces an email's subject and body.

Turns a customised email on or off.

Sends one email to yourself to check it.

Who at your company is notified about sign-ups, sales and payouts.

DNS and verification state of your sending domain.

Branding, copy, login options, languages, widget and onboarding settings of the portal.

Logo, colours and favicon of the affiliate portal.

Headline, description and sign-up copy shown to affiliates.

Which sign-in methods the portal offers. Social-login secrets stay in the dashboard.

Terms, cookie duration, hide-branding, minimum payout and manual referral submission.

Default locale and the languages affiliates can switch to.

The contact details and widget shown inside the portal.

Which customer fields affiliates can see on their referrals.

The onboarding steps a new affiliate completes in the portal.

Custom portal domains and their verification state.

Adds a custom domain for the portal and returns the DNS records to set.

Re-checks DNS and certificate status for a custom domain.

Removes a custom domain. The portal falls back to its Referly subdomain.

Returns the links for custom CSS and JS, Google sign-in and reCAPTCHA keys.

Name, currency, tracking, cookie window, fraud rules, landing pages and invoice settings.

Name, currency, URL parameter and auto-approve. Previews first; currency is relabelled.

Adds a landing page affiliates can link to, optionally for chosen groups only.

Removes a landing page. Previews first; the last page always stays.

Whether new affiliates, referrals and sales are approved automatically.

Deduct taxes, fees or discounts from the amount a commission is calculated on.

Self-referral blocks, duplicate-customer rules and hold periods.

Switch the tracking method and the cookie window.

Domains sharing one tracking session across your sites.

Adds a domain to cross-domain tracking.

Removes a domain from cross-domain tracking.

Self-billing invoice details issued to affiliates on payout. Business and up.

The extra questions on your affiliate sign-up form.

Whether a portal subdomain is free. Changing it is a dashboard action.

Returns the link for deleting a program or changing its subdomain. Never done here.

Team members and the programs each can access.

Pending team invitations.

Invites teammates as members with explicit program access. Owner only.

Changes a member's role.

Changes which programs a member can access.

Removes a teammate's access.

Cancels a pending team invitation.

Resends a pending team invitation.

Plan, limits, usage, add-ons and trial state. Nothing here changes billing.

Returns the link to your billing portal. Plan changes stay in the dashboard.

Returns the upgrade link for the plan that unlocks a gated feature.

Client programs, their status and subscriptions. Agency accounts.

Every client program under the agency with its subscription state.

Creates a client program, optionally from a website.

Which features a client program can use.

Affiliate, revenue and seat limits for a client program.

Who pays for a client program and whether it is current.

Returns the link for agency plan changes, exemptions and white-label settings.

Your dashboard notifications, newest first.

Marks notifications as read.

Which setup steps are done and what is left.

KPIs, top affiliates and breakdowns for a period. Defaults to the last 30 days.

Your top five affiliates for a period by revenue, referrals or clicks, with the change.

Overview, chart, funnel and breakdown by affiliate, link, coupon, country or device.

Where new affiliates came from, by channel and period. Engage add-on.

Recent partner activity: sign-ups, first clicks, first sales and who has gone quiet.

Text search across affiliates, referrals, sales, links and coupons in one program.

One record by kind and id as title, text and dashboard URL. Pairs with search.

Which integration is connected, which setup steps are done and what is missing.

The exact script tag or install snippet for this program.

Fetches your site and reports whether the tracking script is live and on which pages.

Every integration for tracking, sales or coupons, and which are connected.

Marks a setup step complete in the integration wizard.

Webhook endpoints with their URL, events and enabled state.

Creates or updates an endpoint and the events it subscribes to.

Pauses or resumes an endpoint.

Deletes a webhook endpoint.

Fires a sample of one event type at an endpoint.

Delivery attempts with status codes and responses, newest first.

Replays one past message to its endpoint.

Every event type an endpoint can subscribe to.

Settings of the customer-facing referral widget.

Changes the referral widget's copy, colours and placement.

Views, shares and sign-ups through the referral widget.

Returns the link to connect Stripe, Shopify and the rest, or rotate secrets.

Workspaces and stores with status, platform and ids.

Store settings and setup status. Never the API token.

Wizard state, destinations and a dry connection test. Drives the setup help.

Pauses event delivery for a store.

Resumes event delivery for a store.

Name, timezone, currency, attribution window, consent mode, test mode and domains.

Marks a setup wizard step done.

KPIs and the orders Atlas recovered for a period.

Orders with search and status, fifty a page.

Conversions and the conversions report.

Report table grouped by UTM, campaign or ad set, with filters and sort.

The values you can filter a report by.

A report as markdown for an agent to read. Five a minute.

The last events and deliveries, as they arrive.

Ad platforms receiving events, with enabled events and last test. Credentials masked.

Label, enabled events and settings of a destination. Credentials stay in the dashboard.

Sends a real test event to an ad platform.

Event filter groups.

Replaces an event filter group. Previews first.

Spend, ROAS and the period comparison across ad accounts.

Campaigns, ad sets or ads with spend, revenue and ROAS.

Finds campaigns, ad sets and ads by name.

Creative performance, series and details.

Ad center data as markdown for an agent to read.

Connected ad accounts, sync state and mapping health.

Lookback, thresholds and weekly report settings.

Refreshes ad data. Once every five minutes per workspace.

Sets a store's niche for Ad center benchmarks and the weekly report.

Changes an ad account's sync settings.

Re-syncs an ad account.

Lookback, thresholds and weekly report recipients.

Sends the weekly report to yourself.

Entitlement and plan. No invoices.

Team members and their store access.

Invites a teammate with a role and store access.

Time zone, display currency, weekly report and alert preferences.

Your Atlas preferences.