Small farm affiliate onboarding guide
Use this process for every approved sales rep or affiliate. The goal is simple: a farm scans or taps a tracked link, requests information or starts onboarding, captures evidence in the PWA, and moves to human review without losing attribution.
Salesperson Start
Every rep needs a login, affiliate code, PWA link, dashboard access, and a clear boundary on claims.
- Login Use the assigned email and reset password if needed.
- Dashboard Open `/my/affiliate/` to build links and check scoped activity.
- PWA Use `/pwa` in the field for scan, capture, and farm onboarding.
Farm Experience
The farmer should not need to understand internal systems. They need a clear next step and a mobile path.
- Scan QR or tap tracked link.
- Choose more information or get started.
- Enter farm/company contact data.
- Capture labels, farm profile, invoices, photos, and origin evidence.
Manager Control
Managers validate the setup, approve compensation rules, and check that only scoped data is visible.
- Verify user, roles, sales partner, vanity code, and affiliate node.
- Confirm email packet was sent and reply-to is routed.
- Check dashboard scope before releasing live traffic.
Standard Flow
Set up user, contact, address, sales partner, affiliate code, and affiliate node.
Include login, dashboard, PWA, link-building, lead-import, reply/CC, and claim-boundary instructions.
Use campaign, source, product, affiliate code, and optional downline values.
Collect farm name, contact, email, phone, address, product/category, and source notes.
Use the phone for farm profile, producer identity, product labels, origin records, invoices, photos, and prior audits.
No certification, public badge, registry listing, map listing, token, or override payout is final without approval.
Another agent or manager checks the records, email, links, dashboard scope, and evidence trail.
Manager Email Controls
Use this when an approved affiliate needs the onboarding packet resent. Login and role checks happen before any email is sent.
Salesperson Checklist
- Can log in and open the control panel.
- Can open affiliate dashboard and see own code.
- Can copy a tracked link.
- Can open PWA from mobile.
- Can scan or capture a document/photo.
- Can explain that human review controls certification.
- Can send lead-import rows with affiliate code included.
Manager Checklist
- User is enabled with scoped roles only.
- Sales partner referral code matches vanity code.
- Affiliate node is under the approved network root.
- Dashboard shows own/downline data only.
- Welcome email is sent and tied to the user record.
- Reply-to routes into the support or onboarding queue.
- Compensation and overrides remain held until approved.
Tracked Link Format
Use the affiliate dashboard to build these. The direct format is:
Email Rules
Use the VRP thread when possible. If replying outside the portal, copy the queue address provided by operations so the message can attach to the correct record.
Do Not Promise
Do not promise certification, public badge, registry listing, map listing, refunds, token issuance, commission terms, or override percentages without approval.