Ambassador Relationship Management
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      How to Set Up an ARM Portal for Affiliate Tools in Quivers

      Introduction

      Quivers' Ambassador Relationship Management (ARM) Portal allows brands to incentivize and manage ambassadors, including affiliates, through sales tracking, rewards, and engagement tools. In this guide, we focus on setting up an ARM workflow for affiliates, enabling them to generate unique affiliate links and redeem free products, access discounts, or withdraw cash earnings for referred sales.

      This setup is ideal for brands working with social media influencers, content creators, or brand advocates who receive products in exchange for promotion but want to earn rewards or cash commissions for their referrals.

      Step 1: Creating the ARM Portal

      The ARM Portal in Quivers serves as the foundation for managing and rewarding affiliates. By creating an ARM Portal, brands establish a centralized hub where affiliates can track sales, earn rewards, and access promotional tools. 


      This streamlined setup ensures a seamless experience for both brands and affiliates, making it easy to manage partnerships and drive sales growth.

      1. Log in to your Quivers Panel at admin.quivers.com.
      2. Navigate to "Ambassador" in the left-side menu and select “Programs”.
      3. Click "Create a New Program" to set up a dedicated affiliate program.
      4. Decide on the Name, Sub-domain, and select a Consumer Group.
        1. You can use an existing or create a new Consumer Group.
      5. Click “Create”.

      Step 2: General Program Set Up

      Once you've created your program, it's time to fine-tune the settings to align with your goals. You can add a program description that will be visible on the portal dashboard, providing Ambassadors with a clear overview of what to expect.


      Customize engagement settings to fit your program’s strategy—enable sales uploads, activate leaderboards for competition, and set performance goals. For a more interactive experience, consider adding a HoverCart storefront, allowing Ambassadors to shop directly within the portal.

      1. Click into the program you have just created.
      2. Confirm that your program name and subdomain are correct. You can add a program description that will appear on the dashboard of your portal.
      3. By default, your Registration settings can stay as is. Please see Section 7: Inviting Affiliates & Launching the Program for more information about inviting Ambassadors.
      4. In the Sales & Competition section there are two defaulted settings that you can choose to toggle on or off:
        1. Enable Sales Upload: This feature allows your Ambassador to also have the ability to upload sales manually. We see most people turn this off with traditional Affiliate Link use cases.
        2. Enable Leaderboard: This feature showcases a leaderboard based on referred sales and allows the Ambassador to see how they compare to peers in their consumer group. Feel free to toggle this option on or off depending on if you will have this be a competitive program.
      5. In the Program Goals section, you can set up goal tracking on your Ambassadors' dashboard by toggling the Enable Program Goals setting on or off.
        1. Referred Sales Goal ($): This is the dollar amount goal that you’ve give Ambassador to hit through their referred sales.
        2. New Customers Goal: This tracks the amount of unique customers that purchase from an Ambassador’s link.
      6. The Storefront section is not necessary to enable an Affiliate Program. However, if you want to offer your Ambassadors an in-portal shopping experience, feel free to use an existing HoverCart storefront or create a new one to engage your Ambassadors in shopping your products directly.

      Step 3: Enabling Affiliate Tools

      The Affiliate Tools section in Quivers' ARM Portal allows brands to set up custom tracking links and discount codes for affiliates. This feature helps track referrals, drive sales, and provide a seamless shopping experience for end customers.


      Affiliates can receive unique affiliate links that direct customers to a brand’s site or specific product pages. They also get affiliate codes tied to exclusive discounts, making it easier to incentivize purchases. Each link and code comes with a QR code for easy sharing, ensuring affiliates can promote the brand effortlessly across digital and in-person interactions.

      1. Navigate to "Affiliate Tools" under your ARM settings.
      2. Under the Affiliate Links section, you can generate a unique link for each of your ambassadors:
        1. Click “Add” to Create an Affiliate Link.
        2. Name the Affiliate Link.
        3. Add the base URL that takes the end-customer to the correct shopping experience. This could be your general site or to a specific product details page.
        4. Click “Create” - A unique link will be generated within each Ambassador’s portal which they will have access to copy or embed. 
          1. Ambassadors will also have access to a unique QR code where they can share their affiliate link directly with end-customers.
      3. Under the Affiliate Codes section, you can generate a unique code for each enabled discount. Affiliate codes are mapped to a specific discount:
        1. Click “Add” to Create an Affiliate Code.
        2. Name the Affiliate Code.
        3. Select an existing discount or create a new one.
          1. Name your discount if it’s new.
        4. Click “Create” - A unique code will be generated within each Ambassador’s portal which they will have access to copy or embed. 
          1. Ambassadors will also have access to a unique QR code where they can share their affiliate code directly with end-customers.

      Step 4: Setting Up the Affiliate Earnings (Points)

      The Affiliate Earnings (Points) in Quivers' ARM Portal allows brands to reward affiliates. Affiliates earn points for every referred sale, which can be redeemed for products, discounts, or converted into cash.


      This system engages affiliates, boosts sales, and gives brands more control over rewarding their participants. Affiliates can track their points in real-time and redeem them through the portal, making it a flexible and scalable incentive program.

      1. Under "Points", there are a few different settings to determine:
        1. Point Spend Limit (Per User): This sets the maximum amount of points a participant can spend on rewards, preventing them from exceeding the limit even if they’ve accumulated more.
        2. Point Balance Limit (Per User): This sets the maximum amount of points a participant is able to earn, ensuring no additional points are awarded beyond the set limit, even with more referred sales.
        3. Default Preloaded Points: Set an initial point balance that participants receive automatically upon joining the program.
        4. Points Name: Determine what name your points will have (e.g. Quivers Qoins)
        5. Points Earned from Referred Sales: This is the dollar to point conversion rate that will be earned from referred sales
          1. Typically we see either 1 point = $1 OR 100 points = $1
      2. “Product Rules” can be created or imported. By setting point values for specific items, you can effectively encourage your affiliates to prioritize and focus their sales efforts on those products. 
        1. To manually create a Product Rule, click “Create”.
          1. Under “Product”, start typing to select a specific Product. This is looking at the parent product, not a variant.
          2. Determine the points associated with the product then click “Create”
        2. Importing allows you to create multiple product rules for multiple products, click “Import” to begin.
          1. You can download a sample file to add your data to then import it. Click “Import” to begin importing your file.

      Step 5: Setting Up the Affiliate Cash Payouts & Rewards

      The Affiliate Cash Payouts & Rewards section in Quivers' ARM Portal allows brands to configure how affiliates earn and redeem rewards. Brands can set cash redemption limits, track total payouts, and create various incentives, including cash, products, discounts, consumer group access, and promo codes.


      Affiliates can redeem points for cash payouts (processed via PayPal) or other rewards based on program settings. The system ensures automated point tracking, limits on redemptions (if needed), and seamless bulk reward imports. This feature helps brands manage budgets while keeping affiliates engaged and motivated.

      1. Under “Rewards", you can set up Cash Redemption settings
        1. Program Limit: This is the total amount of cash that can be redeemed by all users in the program.
        2. Per User Limit: This is the total amount of cash that can be redeemed by each user in the program.
        3. Total Cash Redeemed: This shows the total amount that has been redeemed for your program.

      In this section you can also build out “Rewards” that affiliates can earn, this can be products, discounts, consumer group access, codes, or cash.

      1. Manually create rewards by clicking “Create”
      1. Name your reward and determine what type of reward it will be. Depending on the “type” of reward you create, additional settings will be generated for you to fill out.
        1. Discounts - These need to be set up before setting up your Program Reward as a voucher credit. For more on this see How to Create a Discount
        2. Free Products - You must have a storefront linked to the Portal for this feature to be enabled.
        3. Consumer Group Access - Gives the ambassador access to an exclusive consumer group where they may get discounts/special offers. 
        4. Code - This option provides a code for this specific product at checkout. This reward option may be useful when having consumers checkout on a separate e-commerce website. Additionally, you can add a redirect URL which will take them to the site to utilize the code after they redeem the reward.
        5. Cash - Allow your portal users to redeem cash as a reward. For more information see Cash Rewards.
      2. Enter in the point cost and add a Redeem Limit if you’d like to limit how many times this reward can be redeemed. You can leave the Redeem Limit blank if there is no limit.
      3. The Depletes Points When Redeemed setting is automatically toggled on and is recommended to remain on. 
      4. If you’ve chosen the Cash type for a reward, you can add the dollar amount and how many points it cost to redeem. 
        1. NOTE: For each cash reward redemption, your available cash reward balance will be decreased by the cash amount of the reward, plus $0.25 for PayPal processing fees to transfer the funds to the redeemer.
      5. Add a description and upload an image for your reward.
      6. When finished, click “Create” and you should see the reward populate in the Re
      1. Importing allows you to create multiple product rewards at a time, click “Import” to begin.
        1. You can download a sample file to add your data to then import it. Click “Import” to begin importing your file.

      If you run into issues with importing, please contact support@quivers.com.

      Step 6: Setting up Portal Appearance

      Now that your program is set up and your earning and spending strategies are in place, it’s time for the fun part—designing your Ambassador portal! Customize the look and feel with your brand’s colors and logo to create a seamless, engaging experience that truly reflects your brand.

      1. Navigate to the Appearance tab in your program. You’ll be able to see a real-time preview of your program portal as you make adjustments to your settings.
      2. Upload Your Logo: Your brand’s logo will appear on the login screen and in the top left corner of the portal.
      3. Personalize the Login Experience
        1. Login Title: Name your program or add a quick call to action.
        2. Login Message: Provide a short tagline or subheading for extra branding.
      4. Custom CSS: Apply any custom changes to elements in the portal in this section. If you need any additional customization assistance, please contact Quivers Support
      5. Add a Background Image: Choose from our image library or upload your own for a unique, branded touch.
      6. Select Your Theme Colors
        1. Theme Color: The main accent color for buttons, links, and key elements.
        2. Alternate Color: A secondary accent color, used for button hovers and highlights.
        3. Font Color: Define the color of all text for a cohesive look.
      7. Preview & Save: You can refresh the preview section anytime to see updates in action. Click "Save" in the top right corner once you're happy with your design.

      Step 7: Load in your Cash Balance

      The Cash Reward Balances section in Quivers’ ARM Portal allows brands to track, add, and manage funds available for affiliate cash redemptions. Brands can top up their balance in USD, CAD, or EUR via PayPal invoices, ensuring that affiliates always have access to their earned rewards.


      Admins can set up warning notification thresholds to receive alerts when funds drop below a specified amount, preventing payout disruptions. Additionally, brands can view balance history per currency, keeping financial tracking transparent and efficient. This feature ensures smooth cash reward management for ongoing affiliate engagement.

      1. Navigate to Ambassadors → Programs. In the top left corner you’ll see the “Cash Reward Balances” section. Here you can keep track of the cash balance by currency and add additional funds if needed.
      2. To add funds to your Cash Balance, click “Add Money”. 
        1. You will be prompted to specify how much money you want to add to make available for cash redemptions in Quivers (USD, CAD, and EUR).
        2. NOTE: The amount for the top-up must be at least “5” of any currency, and cannot exceed “10,000”.
        3. Clicking “Submit” will create a “PayPal Invoice” for the amount and open a new tab to allow you to immediately pay the invoice. 
        4. There will be two items shown, one for the amount you want to add (e.g. $100), and a second item for the payment processing fee associated with this top-up.
        5. Once the invoice is paid (either immediately or later) you can return to the Ambassador Programs section of the Quivers Panel. 
        6. By either refreshing the page or clicking the refresh icon next to “Add Money”, your balance should update to reflect the newly added amount. 
      3. You can click the “Settings” gear beside “Add Money” to open the Cash Rewards Balance Settings.
        1. Here you can set “Warning Notification Thresholds”. These are the thresholds at which you would like to be notified when your cash balance falls below a specific amount.
      4. You can click on a specific currency amount to open a dialog and see the balance history for that currency for your business.

      For more information and screenshots on Cash Rewards, navigate to the Cash Rewards article.

      Step 8: Inviting Affiliates & Launching the Program

      To enable affiliates to participate in your program, they must be added to the associated Consumer Group. This can be done by manually adding users, connecting existing consumers, or importing a CSV file with affiliate details.


      Once affiliates are added, brands can send invitations by copying the Affiliate Registration Link from the Ambassadors > Programs section. This link can be shared directly with affiliates, allowing them to easily join and start earning rewards. This streamlined process ensures quick onboarding and seamless participation in your affiliate program.

      To add Affiliates to the consumer group you either created or connected your program to in Step 1:

      1. Navigate to Consumers > Consumer Groups and choose the associated consumer group.
      2. You can add new consumers, connect with existing consumers, or import a CSV with consumer information.

      To invite Affiliates to your program:

      1. After you’ve added your consumers, go back to Ambassadors > Programs > *Click into your program*. 
      2. Under the “Registration” section, you can click on the “Copy Invite Link” to then send that link directly to your affiliates.

       

      Need Help? Contact support@quivers.com for additional guidance.