Auto-Enrolment Programs

How auto-enrolment automatically creates affiliates from marketplace users.

Written By Tyler

Last updated 40 minutes ago

Auto-Enrolment Programs

An auto-enrolment program automatically creates affiliate records when users interact with your marketplace β€” no manual signup or application required.

What Is Auto-Enrolment?

Unlike custom affiliate programs where users apply through a signup page, auto-enrolment turns marketplace users into affiliates automatically based on a trigger event. This lets you build an affiliate network passively from your existing user base.

How It Differs from Custom Programs

Auto-Enrolment

Custom Programs

Signup required

No β€” affiliates are created automatically

Yes β€” users apply via the affiliate signup page

Programs per workspace

One

Up to 3 (Pro)

Counts toward program limit

No

Yes

What it creates

Affiliate records

Affiliate records with referred user tracking and payouts

Minimum plan

Lite

Pro

Each workspace has exactly one auto-enrolment program. It is created during workspace onboarding and does not count toward your custom program limit.

Trigger Options

Auto-enrolment supports two triggers that determine when a user becomes an affiliate:

Sign Up Trigger

New users automatically become affiliates when they create an account on your Sharetribe marketplace.

  • Every new signup results in an affiliate record.

  • The affiliate receives a referral link immediately.

Transaction Trigger

Users automatically become affiliates when they complete their first confirmed transaction on your marketplace.

  • Only users who transact become affiliates.

  • The affiliate record is created after the first transaction is confirmed in Sharetribe.

Setup

The auto-enrolment program is created as a Draft during workspace onboarding. To configure and activate it:

  1. Navigate to Admin > Programs.

  2. Locate the program labeled "Auto Enrolment".

  3. Click to open the program configuration.

  4. Set the qualification trigger (Sign Up or Transaction).

  5. Configure the payout type and payout value for the affiliates this program will create.

  6. Change the status to Active to begin automatic enrolment.

Once active, any user who meets the trigger condition will automatically become an affiliate.

Welcome Email

When a user is auto-enrolled as an affiliate, they receive an auto-enrolment welcome email. This email informs them of their new affiliate status and provides their referral link.

To customise this email:

  1. Navigate to Admin > Customise > Emails.

  2. Locate the auto-enrolment welcome email template.

  3. Edit the subject line, body content, and branding as needed.

How Auto-Enrolled Affiliates Work

Affiliates created through auto-enrolment behave the same as any other affiliate in the system:

  • They receive a unique referral link.

  • They can refer new users to your marketplace.

  • Payouts are generated based on the program's trigger and payout configuration.

  • They are recorded with createdVia: "automatic" to distinguish them from manually created or application-based affiliates.

Plan Requirements

Plan

Auto-Enrolment Available

Lite

Yes

Standard

Yes

Pro

Yes

The Lite plan includes auto-enrolment but does not include custom programs. This makes it suitable for marketplace owners who want a simple, passive affiliate setup without managing multiple program configurations.