GeneralStart Course
Affiliate Partner Onboarding and Activation
How to onboard, activate, and retain new affiliate partners across iGaming, Forex, and prop trading. 6 lessons on workflows, compliance, portal setup, and activation metrics.
6 lessons
45 min total
FreeWhat you will learn
- Build a structured onboarding workflow that moves partners from sign-up to first referral
- Screen and verify new affiliates with compliance checks and KYC processes
- Configure partner portals with the right tools, links, and creatives for day-one readiness
- Design activation sequences that drive first conversions within 30 days
- Track onboarding KPIs including activation rate, time-to-first-referral, and drop-off points
- Adapt onboarding processes for iGaming, Forex IB, and prop trading partner models
Course syllabus
017 min028 min037 min048 min057 min068 min
Why Onboarding Determines Program Success
How the first 30 days after sign-up shape long-term partner performance and program revenue.
Designing Your Partner Onboarding Workflow
How to build a repeatable onboarding workflow with clear stages, owners, and timelines.
Compliance Screening and KYC for Partners
How to verify new affiliates with KYC checks, document collection, and risk-based screening.
Portal Setup and First-Week Activation
How to configure partner portals and drive first conversions within the first week.
Measuring Onboarding with Activation Metrics
KPIs and dashboards for tracking onboarding effectiveness and partner activation rates.
Vertical Onboarding: iGaming, Forex, Prop
How onboarding workflows differ for iGaming affiliates, Forex IBs, and prop trading partners.