Automate Affiliate Onboarding & Asset Delivery with The Creator Economy Stack
Struggling with a manual, time-consuming affiliate onboarding process? Juggling spreadsheets, chasing down payment and tax info, and manually approving applications is a major bottleneck. Worse, without a central hub for marketing materials, your affiliates end up using outdated or off-brand creatives, hurting your brand consistency and campaign performance.
This playbook provides a step-by-step guide to building a streamlined, automated affiliate management system. Using The Creator Economy Stack, you'll create a beautiful application form with Typeform, use Make.com to automatically process submissions and add approved affiliates to ConvertKit, and provide instant access to a centralized Dropbox folder containing all your latest marketing assets. It's a low-effort, high-impact solution to eliminate admin work and empower your partners.
Expected Outcomes
- Reduce affiliate onboarding time from days to minutes.
- Ensure 100% brand consistency with a single source of truth for marketing assets.
- Eliminate manual data entry and administrative overhead.
- Improve the affiliate experience with a fast and professional process.
- Get new partners promoting your products faster.
Core Tools in This Stack
Typeform
Visit websiteA versatile online tool for creating conversational and engaging forms, surveys, and quizzes. It focuses on a user-friendly, one-question-at-a-time experience to improve response rates and data collection.
Key Features
- Conversational form interface
- Conditional Logic (Logic Jumps)
- Wide range of templates
- AI-powered form creation
- Extensive integrations (Slack, Google Sheets, HubSpot, etc.)
- Customizable design and branding
- Advanced reporting and analytics
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Freemium, Subscription
Tier: Paid
Ease of Use
Beginner-Friendly
ConvertKit
Visit websiteThe creator marketing platform that helps you grow your audience, foster community, and earn a living online by managing email lists, automations, and selling digital products.
Key Features
- Visual Automation Builder
- Landing Pages & Forms
- Audience Segmentation and Tagging
- Sell Digital Products & Paid Newsletters
- Customizable Email Templates
- Creator Network for Audience Growth
Ideal For
Company Size: Micro, Small
Industries: Creative & Media, Education & Non-Profit, Health & Wellness
Pricing
Model: Freemium, Subscription
Tier: Medium
Ease of Use
High
Dropbox
Visit websiteDropbox is a secure cloud storage and file-sharing service that centralizes files and team content. It enables users to store, sync, and access their documents, photos, and videos from any device, and facilitates collaboration through features like shared folders, comments, and e-signatures.
Key Features
- Cloud Storage
- File Sync Across Devices
- Secure File Sharing with Link Permissions
- Automatic Backup and Recovery
- Team Collaboration Tools
- E-Signatures (Dropbox Sign)
- Advanced Security Features (256-bit AES encryption)
- Third-Party App Integrations (Slack, Zoom, Microsoft 365)
- Offline File Access
Ideal For
Company Size: Large
Industries: Technology & Software, Business & Professional Services, Creative & Media, Education & Non-Profit, Retail & E-commerce, Other
Pricing
Model: Freemium, Subscription
Tier: Mid-range
Ease of Use
Very High
The Workflow
Integration Logic
-
Make
This automation triggers when a new project record is added to an Airtable base. Make captures this data and first creates a new 'Third Party' (client) in Dolibarr ERP & CRM. It then uses the new client ID to create an associated 'Project' in Dolibarr. Finally, Make creates a comprehensive project page in a Notion database, populating it with details from Airtable and including direct links to the newly created Dolibarr client and project records. This creates a single source of truth for new projects, from initial data entry to ERP record creation and collaborative project documentation.
Automate Your Affiliate Program
Download the playbook to fix your manual onboarding and ensure every affiliate has on-brand assets.