How to Create an Affiliate Application Form

An application form is a public page where interested people can apply to join your affiliate program. You review who applies and approve who gets in. Here's how to set one up.


Step 1 — Create a new form

Go to Applications in the left sidebar and click + Create New in the top right.

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A pop-up asking for application form details will open.

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Fill in:

  • Form name: internal, just for you

  • Campaign: select which campaign approved ambassadors will be added to

  • Approve applications with: choose what gets generated when you approve someone:

    • Affiliate Link & Discount Code: both are created automatically

    • Only Affiliate Link: no discount code

    • Only Free Product: a product from your Shopify is sent to the ambassador on approval

Click Create Form.


Step 2 — Build your Landing Page

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This is the first page applicants see. You can customise everything here — a live preview updates on the right as you edit.

Program Description

  • Add a headline and description to tell people what your program is about

  • Customise the CTA button text (e.g. "Sign me up!", "Apply Now")

  • Add extra sections if needed

Brand Images

  • Upload your brand logo

  • Add a highlight picture (JPEG or PNG)

  • Add a favicon (optional)

Page Layout

  • Choose how the form sits on desktop — Left, Right, Top, or Center

  • Choose mobile layout — Top or Center

Brand Info

  • Enter your brand name and website

Form Colours & Typography

  • Customise background, headline, description, and button colours

  • Select header and body fonts

Subdomain

  • Set a custom suffix for your form URL

Terms and Conditions

  • Toggle on if you want applicants to agree to your T&Cs before submitting

Once you're happy with the landing page, click Next.


Step 3 — Set up your Form

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This is where you decide what information you collect from applicants.

Personal Information

  • Toggle on First Name (on by default)

Social Media Links

  • Toggle on the platforms you want to collect — Instagram, TikTok, YouTube

  • Add more platforms with + Add Platform

General Questions

  • Add custom questions (short answer or long answer)

  • Mark questions as required or optional

  • Reorder, edit, or delete questions anytime

Shipping Gift Options (optional)

  • Toggle on if you want ambassadors to select a product during application

  • Choose whether they can select multiple products

  • Select which products are available

  • Shipping address is collected automatically when this is enabled

Once done, click Next.


Step 4 — Customise the Thank You Message

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This is what applicants see after they submit their application.

  • Edit the success headline and description

  • Customise button colours

  • Add a background image

  • Set up a thank-you email if needed

Once you're done, click Save & Publish in the top right.


Step 5 — Share your form

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After publishing, SATHI shows you a Sharing Options modal with three ways to add the form:

Shopify Full Page (Recommended) Makes the form a full page on your Shopify store. Click Enable Shopify Form Hosting, then set a short URL suffix for your form. Once enabled, publish directly to your store with one click.

Embed via iFrame Copy the iFrame code and paste it into any page on your website. Best for embedding the form within an existing page.

External Link Copy the direct link to your form and share it anywhere — your email list, Instagram bio, TikTok bio, website footer, or navbar.

What happens after someone applies?

Applications land in your Applications tab under Pending. You can review, approve, or reject from there. Approved ambassadors are automatically added to the campaign you selected in Step 1.


What's next?

  • 👉 How to Set Up Milestone Rewards and Gamification

  • 👉 Getting Started with SATHI

Need help? Reach out to us at [email protected] — we're here.