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Set up your Creator program with the self-serve checklist

If your impact.com subscription includes Creator tools, you can launch an influencer marketing program yourself — at no additional cost — by following a short, guided setup checklist. No separate onboarding is required: the self-serve flow reuses the account you already have.

This article walks you through each step of the checklist, from opening it to publishing your program. For a high-level overview of everything included with Creator, see Get Started with Included Creator & Advocate Features.

You can leave and return to the checklist at any time — your progress is saved automatically.

Before you begin

  • You need an existing impact.com Performance account. The Creator setup checklist is launched from inside your account.

  • Your Creator program is a separate program — changes you make here won't affect any of your existing programs.

Open the setup checklist

  1. On your dashboard, find the Grow your partner ecosystem with new included capabilities widget.

  2. On the Drive incremental affiliate revenue with influencer marketing program card, select Start with Creator. The Creator program landing page opens.

  3. On the landing page, select Get Started to launch the setup checklist.

Complete the checklist

1

Welcome to Creator program

On the Overview screen, impact.com creates your creator-facing Marketplace profile from your Performance program:

  • If you have one Performance program, your profile is copied across automatically.

  • If you have more than one, select the Performance program you'd like to copy your profile from.

Select Get Started to continue.

2

Set up your program

This step captures the details creators see and defines how you track and reward them.

Program Information

Review the creator-facing profile details carried over from your Performance program, and edit them if needed.

Field reference
Field
Description

Program Name

The name creators will see for your program.

Tell us about your brand

A short description of your brand, using 250 characters or less.

Logo

Select Choose File or drag and drop an image to upload your logo.

Service areas

Select [Drop-down menu] to choose the region(s) your program operates in.

Activate Recruitment Agent

The Recruitment Agent grows your program by automatically approving verified creators who match your brand — those in a curated creator collection, with a creator business model, and whose country matches one of your service areas. Choose the recruitment strategy that suits your program: for the most control over who joins, select the Curated strategy, which auto-approves the fewest, highest-quality creators. You can adjust these settings after you finish the checklist. To learn more, see Recruitment Agent Explained.

Set up Website Tracking

If your account has more than one Performance program, choose a Default landing page from the [Drop-down menu]. Your landing page selection determines which events are set up and tracked for your program.

Define compensation types

Choose how you want to reward creators for delivering user-generated content (UGC) or social posts. You can combine options — e.g., pair a flat fee with product gifting or performance-based rewards to attract top creators.

Compensation types
Type
Description

Flat Fee

Creators receive a set amount when they deliver UGC or a social post.

Product Gifting

Creators receive free products or services in exchange for UGC or social posts.

Performance-based

Creators earn a commission on the sales their posts generate. This option requires an integration.

To learn more about compensation options and event types, see Event Types Explained.

3

Set up your integration

Partner Crediting

This screen explains how partner crediting works: every partner who influences a conversion receives fair recognition — not just the partner responsible for the last click. Crediting all contributors keeps creators motivated to keep driving revenue, similar to how you allocate spend across pay-per-click (PPC) or other campaigns. No action is needed on this screen.

To learn more about how creators and performance partners share credit for a conversion, see Understand Shared Credit Across Creator & Performance Programs.

Configure default payout

  1. Under Select an event, choose the event you want to track, e.g., Online Sale. This tells impact.com when to pay your creators. If your Performance program has a single event, it's applied automatically; if it has more than one Online Sale or Online Lead event, select the event you want to use.

  2. Under Set default payout, choose how much to pay when a conversion happens: select a percentage or flat payout, enter the amount, and choose the unit, e.g., per item.

Recommended: Offer a higher cost-per-action (CPA) of 15–30% to creators. A higher CPA helps you attract top-tier talent, get stronger content and partnerships, and drive more conversions. You can fine-tune payout and contract settings later in the platform.

To learn more about payout rules, see Set Up Campaign-Specific Payouts.

Shopify Integration

If you already use Shopify with your Performance program, connect it to your Creator program here. Select Continue to Shopify app store to add the impact.com app to your Shopify account and enable automated tracking, then return to the checklist.

4

Select a billing group

If your account has more than one billing group, select the billing group for your Creator program, then select Next to continue. To learn more, see Billing Groups Overview.

5

You're all set

When the checklist reaches 100%, your Creator program is live. From the final screen you can:

  • Recruit new creators to join your program — select Discover Marketplace to find and invite creators.

  • Create your first campaign — select Create Campaign to start building partnerships right away.

You can adjust event rules, payout amounts, crediting, and contract settings at any time from within the platform.

Next step

Your program is set up. To create your first campaign, invite creators, and start tracking performance, continue with Introduction: Welcome to Creator!

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