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Getting Started with SATHI

A step-by-step walkthrough for setting up SATHI — creating your first campaign, adding ambassadors, connecting Klaviyo, and turning on fraud protection and payouts.

Gold ·August 19, 2026

Welcome to SATHI, your affiliate marketing companion. This guide walks you through the setup steps to get your program running end to end — ambassadors onboarded, integrations connected, and fraud protection on.

Step 1: Set Up Your First Campaign

A campaign is where everything lives — your commission structure, discount codes, referral links, gamification, and the ambassadors tied to them. You need at least one campaign before anything else in SATHI will work.

See our guide on setting up your affiliate program below:

Set Up Your Affiliate Program

Affiliate Program Setup Guide

Step 2: Add Your Ambassadors

There are three ways to bring ambassadors into a campaign:

  1. Invite them directly. Open the campaign and click the pink Invite button.

  1. Import existing ambassadors via CSV if you're switching from another tool. See our guide on importing existing ambassadors into SATHI below.

How to Import Existing Affiliates into SATHI

Bring existing affiliate information into SATHI

  1. Let them apply. Use an application form — covered in Step 3 below.

Step 3: Create an Application Form

An application form can go on your website, in an email, or in your link in bio. Interested people fill it out; once you review and approve an application, SATHI automatically creates their links and codes and sends a gift if one is set up.

See our guide on creating an application form below.

How to Create an Affiliate Application Form

Creating an Affiliate Application Form

Step 4: Connect Klaviyo

Once Klaviyo is connected, every ambassador's links, codes, and activity sync in automatically, so you can trigger flows based on how they're performing.

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Connecting Klaviyo takes about 5 minutes.

How to Connect Klaviyo

How to Connect Klaviyo

Step 5: Turn Customers Into Ambassadors With Inner Circle

Inner Circle gives your best customers a personal referral link and discount code right after checkout. There are no extra steps for the customer and no manual work on your end.

How to Set Up Inner Circle

How Inner Circle Works

Step 6: Keep Ambassadors Motivated With Gamification

Set milestones — like $500 in sales — and attach rewards such as cash bonuses, free products, or a tier upgrade. SATHI tracks progress and applies rewards automatically.

How to Set Up Milestone Rewards and Gamification

Milestone Rewards & Gamification: Setup Guide

Step 7: Capture Dark Funnel Sales With the Post-Purchase Survey

The post-purchase survey asks customers "how did you hear about us?" on the thank you page, capturing sales that links and codes don't get credit for. Setup takes one click, and the questions are pre-written.

How to Set Up a Post-Purchase Survey in SATHI

Learn how to set up a post-purchase survey in SATHI to collect customer feedback after checkout.

Step 8: Protect Your Revenue With Fraud Center

SATHI’s Fraud Center scans for leaked codes, self-referrals, geo traffic mismatches, paid ads, and browser extension injections in the background.

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Check Fraud Center inside SATHI to see what it's already caught.

How Fraud Protection Works in SATHI

A guide to how SATHI’s fraud protection works in the background to prevent unnecessary commission payouts.

Step 9: Pay Your Ambassadors

Pay ambassadors by bank transfer, PayPal, gift card, or any other supported method — all through SATHI Wallet.

How to Set Up Affiliate Payments

A simple guide to setting up affiliate payments and managing payout settings.

Still need help?

Reach out anytime to our Support team using the button at the bottom-right corner of your dashboard, or email us at [email protected].

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