Onboarding Checklist

Onboarding Checklist

When you first log in to Toppal, the dashboard displays an onboarding checklist that guides you through initial setup.

1. Choose a Plan

Select a subscription plan. Navigate to Admin > Profile.

2. Set Your Marketplace URL

Configure your Sharetribe marketplace base URL. Navigate to Admin > Settings > Marketplace Settings. Enter the full URL (e.g. https://yourmarketplace.com).

3. Set Your Marketplace Currency

Choose the currency for reporting and payouts. Navigate to Admin > Settings > Marketplace Settings.

4. Connect Sharetribe

Complete the four-step Sharetribe integration setup. Navigate to Admin > Integrations > Sharetribe. This is the most critical step — without it, Toppal cannot detect new signups or transactions.

5. Set Up Default Branding

Upload your logo and define brand colours. Navigate to Admin > Customise > Default Branding.

6. Create Your First Program

Set up a program with trigger type, payout type, and value. Navigate to Admin > Programs > Create.

7. Configure Affiliate Signup

Customize the public application page. Navigate to Admin > Customise > Affiliate Signup.

8. Customise Email Templates

Set up welcome emails for affiliates. Navigate to Admin > Customise > Emails.

9. Configure Third-Party Integrations

Connect optional services. Navigate to Admin > Integrations.

• Custom Email Domain — Send emails from your own domain.

• Tremendous — Automate affiliate payouts.

What Happens Next

Once every item is complete, share your affiliate signup link to start recruiting affiliates, monitor referral activity from the dashboard, and review payouts as they accrue.