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How Convertly Works

The whole creator program, connected.

Connect Shopify, bring creators onboard and organize campaigns in one workspace. Give creators storefronts and sharing tools, then follow attributed orders, commissions and payment status.

Install on Shopify · Configure your program · Invite your creators

Built for both sides of the loop

Convertly works for the brand running the program and the creators driving the sales. See exactly what happens on each side.

01

Connect your Shopify store

Connect Shopify and configure your creator program. Review store data, commission terms, and the setup needed for your existing creators.

  • Connect products and customers
  • Configure program terms
  • Plan your creator onboarding

Your program workspace

  1. 1Connect products and customers
  2. 2Configure program terms
  3. 3Plan your creator onboarding
02

Find your creators four ways

Recruit through customers, social search, applications, and the opt-in Convertly Network. Review available profile information before deciding whom to invite.

  • Customers, social, applications & Network
  • Review creator fit
  • Choose whom to invite

Your program workspace

  1. 1Customers, social, applications & Network
  2. 2Review creator fit
  3. 3Choose whom to invite
03

Give creators their sharing tools

Help approved creators set up their storefront, discount code, and share kit. Organize campaigns, gifting, and content as your relationships develop.

  • Customizable creator storefronts
  • Sharing links and codes
  • Brand review controls

Your program workspace

  1. 1Customizable creator storefronts
  2. 2Sharing links and codes
  3. 3Brand review controls
04

Manage tasks with AI assistance

Use Ask Convertly to explore program data and request supported actions. Review agent suggestions while your team manages campaigns and creator relationships.

  • Review suggested next steps
  • Choose available automation settings
  • Review recorded actions

Your program workspace

  1. 1Review suggested next steps
  2. 2Choose available automation settings
  3. 3Review recorded actions
05

Review attributed sales

Connect eligible Shopify orders to creators using available code and link signals. Review commission calculations and campaign performance under your tracking settings.

  • Code and link tracking
  • Configurable attribution window
  • Order and commission records

Your program workspace

  1. 1Code and link tracking
  2. 2Configurable attribution window
  3. 3Order and commission records
06

Manage commissions and payouts

Review commission holds, approvals, and payout details. Payment timing, methods, and supported currencies depend on your settings and payment providers.

  • Review eligible commissions
  • Configure supported payment methods
  • Export records for reconciliation

Your program workspace

  1. 1Review eligible commissions
  2. 2Configure supported payment methods
  3. 3Export records for reconciliation

Explore Convertly

Creator relationships, campaigns, storefronts, sales reporting, and commissions for Shopify brands.

Setup that fits your program

Connect Shopify, configure your terms, and plan creator onboarding with your existing workflow in mind.

Sales and commission records together

Review attributed Shopify orders alongside creator relationships and commission calculations.

A connected creator workflow

Recruit creators, manage campaigns and content, share products, review sales, and manage payouts in one workspace.

AI assistance for supported tasks

Ask questions about program data and review suggested actions. Your team stays involved in running the program.

A workspace for creators

Give creators a profile, media kit, storefront, campaign tasks, and a place to review earnings.

Understand the costs

Review plan features, subscription charges, and applicable usage fees before choosing your setup.

What to check in a walkthrough

Use your current program to evaluate the workflow, controls, and costs that matter to your team.

CapabilityConvertlyWorkflowQuestions to askDetailsBefore you get started
Creator recruitingCustomers, social, applications, NetworkWhich sources fit your program?How are candidates reviewed?
Creator storefrontsCustomizable pagesWhat can creators publish?What does the brand approve?
Campaigns and contentConnected workspaceHow are tasks organized?How is content reviewed?
AI assistanceSupported tasks and suggestionsWhich actions are supported?When is approval required?
Sales trackingCode and link signalsWhich orders are attributed?What are the tracking limits?
Commissions and payoutsEarnings and payment recordsWhat hold and approval rules apply?Which payment methods are available?
PricingPlan and usage termsWhich features are included?What is the total expected cost?

Confirm feature availability, configuration, and plan terms for your program.

Questions, answered

The things merchants ask before installing. Still unsure? Book a walkthrough and we will walk you through your exact use case.

Setup includes connecting Shopify, configuring program terms, and onboarding creators. The time needed depends on your existing program and any migration work. A walkthrough can help you plan those steps.

Bring your creator program together.

Explore Convertly on Shopify or book a walkthrough. Bring your current workflow, creator roster, and questions about getting started.

Start 14-day trial on Shopify