Getting Started with SATHI

SATHI is built for Shopify brands that want to recruit ambassadors, track what's actually working, stop paying commissions they don't owe, and pay their partners without the back-and-forth.

By the end of this guide, you'll have everything set up and ready to go — 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 before anything else.

👉 Set Up Your Affiliate Program on SATHI

Step 2 — Add your Ambassadors

You've got three ways to bring people in:

• Invite them from inside the campaign. Do this by clicking on the pink Invite button.

• Import your existing ambassadors via CSV if you're coming from another tool.

👉 How to Import Existing Affiliates into SATHI

• Let them apply via an Application form (see Step 3👇)

Step 3 — Create an Application Form

This is a form you can put on your website, share with your email list, or add to the link in bio. Interested people fill it out, you review and approve and SATHI creates their links, codes, sends them a gift if needed -- automatically.

👉 How to Create an Affiliate Application Form

Step 4 — Connect Klaviyo

Takes about 5 minutes. Once connected, every ambassador's links, codes, and activity sync into Klaviyo so you can trigger flows based on how they're performing.

👉 How to Connect Klaviyo to SATHI

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 — when they're most excited about your brand. No extra steps for them, no manual work for you.

👉 How to Set Up Inner Circle

Step 6 — Keep ambassadors motivated with Gamification

Set milestones, like hitting $500 in sales, and attach rewards like cash bonuses, free products, or a tier upgrade. SATHI handles the tracking and management automatically.

👉 How to Set Up Milestone Rewards and Gamification

Step 7 — Capture dark funnel sales with our Post-Purchase Survey

Ask customers "how did you hear about us?" right on the thank you page. It catches the sales your links and codes never get credit for. You can set this up with one click inside SATHI, all questions are expert-written for you!

👉 How to Set Up a Post-Purchase Survey

Step 8 — Protect your revenue with Fraud Center

SATHI scans for leaked codes, self-referrals, geo traffic, paid ads, and browser extension injections. It's always working in the background, check it out inside SATHI today and you'd be surprised what's going on.

👉 How to Set Up Fraud Detection

Step 9 — Pay your Ambassadors

Pay out via bank transfer, Paypal, Gift cards, or any method that works for your ambassadors— all through SATHI Wallet.

👉 How to Set Up Affiliate Payments

Still need help?

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