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Program policy

Affiliate program agreement template and checklist

Use this educational checklist to draft program terms, then obtain advice for your business and jurisdiction. It is not legal advice.

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Educational template

Identify the merchant, affiliate, effective date, eligible channels, approval process, and right to update or end participation. Define exactly which conversion earns commission and which events are excluded.

  • Permitted claims, brand use, email, paid search, coupon, and self-referral rules.
  • Commission base, rate, currency, hold, threshold, and payout method.
  • Refund, cancellation, chargeback, fraud, and clawback treatment.
  • Clear affiliate disclosure and content approval duties.
  • Tax responsibility, records, termination, dispute process, and version notice.

Suggested fill-ins

Replace every bracketed policy choice with an operational answer: [eligible products], [commission basis], [hold length], [prohibited channels], [disclosure wording], [payment threshold], [change notice], and [governing law]. Do not leave a clause that your actual tracking or payout workflow cannot follow.

Not legal advice

This page is educational and is not a contract for your business. Ask qualified counsel to review consumer, advertising, privacy, tax, employment, and platform obligations that apply to your jurisdiction and promotion channels.

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Frequently asked

Does this template replace a lawyer?

No. It is an educational issue checklist, not legal advice or a jurisdiction-specific agreement.

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