Refersion Affiliate Program Setup for Shopify

Refersion is the affiliate platform Shopify brands move to when a simpler tool can no longer handle the program's scale. It tracks affiliate and influencer sales via first-party discount codes and links, manages SKU-level commission rules, handles 1099 tax form generation, and lets affiliates check their own performance dashboards. Shero configures the Shopify connection, commission structure, affiliate onboarding flow, and Klaviyo integration.

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16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

60,000+

eCommerce brands using Refersion

Refersion is used by 60,000+ eCommerce brands including Amika, Osea, ColorPop, and Skinny Mixes. It is built for Shopify, BigCommerce, and WooCommerce, with first-party tracking via discount codes that works regardless of browser privacy restrictions or ad blockers.

$99

Starting monthly price with a 14-day free trial

Refersion's Professional plan starts at $99 per month and tracks 130 affiliate conversions monthly. The Business plan at $249 per month tracks 200 conversions. The Scale plan for high-volume programs is $599 per month plus 1% of affiliate-driven sales, or $479 per month annually with no transaction fee for stores up to $1M in GMV.

98%

Client Retention

98% of Shero's clients stay on retainer after their project closes. Refersion programs need ongoing management as affiliate rosters grow, commission structures are updated, and new product lines are added to the program.

Shopify

Premier Partner

Shero holds Shopify Premier Partner status, one of fewer than 150 agencies globally. Refersion implementations involving SKU-level commission rules, multi-store tracking, and Klaviyo affiliate lifecycle flows require both platform and affiliate marketing depth.

Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their support and solutions have been game changers for our business.

James McKenna, Senior Commerce and CX Manager, STX

What Refersion does and when it is the right choice

Refersion is right for brands with 50+ active affiliates generating consistent revenue, where simpler tools like UpPromote or GoAffPro no longer cover the commission complexity, reporting depth, or 1099 requirements. Brands validating a new affiliate program should start with a cheaper tool and move to Refersion when the program justifies the monthly cost.

  • Refersion installation and Shopify order data connection
  • Affiliate and influencer onboarding flow setup with public signup page
  • Commission structure configuration: flat rate, percentage, tiered, and SKU-level rules
  • First-party discount code and affiliate link tracking setup
  • Payout automation and 1099 tax form generation configuration
  • Klaviyo integration for affiliate lifecycle and performance emails

Why brands work with Shero on Refersion setup

Refersion installs quickly. Commission rules, SKU-level overrides, and Klaviyo lifecycle flows are where programs either retain affiliates or lose them to disorganization. Shero builds the structure before any affiliate is onboarded.

01

Commission rules built before the first affiliate is onboarded

Refersion supports flat-rate, percentage, tiered, and SKU-level commission rules. Getting the structure right before affiliates join the program avoids disputes and retroactive corrections. Shero documents and builds the commission logic before any affiliate receives their dashboard access.

02

First-party discount code tracking that works without pixels

Refersion tracks affiliate sales via first-party discount codes and affiliate links rather than browser pixels. Discount code tracking is not affected by iOS privacy restrictions or ad blockers, making it more reliable for programs with affiliates whose audiences use privacy tools.

03

Affiliate onboarding flow built so new partners activate quickly

A public signup page, automated approval workflow, and onboarding email with commission terms and dashboard access reduce the time between affiliate application and first sale. Shero builds the onboarding flow as part of the Refersion setup so the program is ready to receive affiliates from launch.

04

Klaviyo connected for affiliate performance and lifecycle emails

Refersion passes affiliate events to Klaviyo including application approved, first sale, and payment processed. Shero connects these as Klaviyo flow triggers so affiliate communications are automated and consistent, which connects to the email marketing practice Shero runs for Shopify brands.

05

Payout automation and 1099 generation configured for compliance

Refersion handles affiliate payouts via PayPal and automates 1099 tax form generation for affiliates who cross IRS reporting thresholds. Shero configures the payout schedule, payment thresholds, and 1099 settings as part of the setup so payouts run automatically rather than requiring manual processing each cycle.

06

Refersion Scale plan for high-volume programs with multi-store tracking

The Scale plan adds multi-store tracking, white labeling, API access, and dedicated account management for programs with complex structures or multiple Shopify stores. Shero assesses whether the Professional, Business, or Scale plan is right based on conversion volume, GMV, and commission structure complexity, as part of the broader Shopify integrations work Shero runs for growth brands.

Our Work

View All
Body jewelry and tattoo supplies

Painful Pleasures

Painful Pleasures is a long-standing supplier of body jewelry and tattoo supplies with a catalog of 40,000+ products. The brand partnered with Shero to complete a stalled Magento to Shopify migration and deliver the complex custom features their business depends on. They reduced ongoing maintenance costs and eliminated urgent site issues that had previously caused headaches by 40%.

Painful Pleasures
Towing equipment and aftermarket accessories

GEN-Y Hitch

Looking to scale beyond a WooCommerce setup that no longer aligned with their goals, the American manufacturer of heavy-duty towing hitches and accessories partnered with Shero to migrate to Shopify, delivering a unified B2B and D2C experience, NetSuite ERP integration, and use-case-driven navigation.

GEN-Y Hitch
Finland's leading music instrument retailer

F-Musiikki

F-Musiikki is one of Finland's leading music instrument retailers, serving both consumers and businesses with over 15,000 products. Looking to reduce costs and modernize their platform, the brand partnered with Shero to migrate from Magento to Shopify Plus and launch a hybrid B2C/B2B store in just two months.

F-Musiikki
Premium Chocolates

Sarris Candies

Looking to scale beyond a custom .NET platform that had become a ceiling rather than a foundation, the family-owned Pennsylvania institution partnered with Shero to migrate to Shopify Plus, delivering a mobile-first storefront, custom personalization features, and advanced ordering capabilities for both gift buyers and bulk purchasers.

Sarris Candies

Refersion is the platform brands move to when their affiliate program outgrows simpler tools. Shero sets it up so affiliates activate fast and stay active.

The setup session is free. It maps your affiliate roster, commission structure, and Klaviyo setup before any Refersion configuration begins.

Book a Setup Session

How a Refersion setup engagement runs

01

Installation and Shopify Connection

Refersion connected to Shopify. Order data synced. Plan tier confirmed based on conversion volume.

02

Commission Structure

Flat-rate, percentage, tiered, and SKU-level commission rules built and documented before any affiliate is onboarded.

03

Affiliate Onboarding Flow

Public signup page configured. Approval workflow set up. Onboarding email with dashboard access and commission terms built.

04

Klaviyo Integration

Refersion events connected to Klaviyo. Affiliate lifecycle flows built.

05

Ongoing Support

New commission rules added as catalog evolves. Payout schedule maintained. 1099 generation reviewed annually.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Swag Golf

"We partnered with Shero for the SWAG site development. The dev was highly nuanced, specialized and complex. The Shero team went above and beyond. They were collaborative, organized and professional, consistently setting expectations clearly and usually exceeding them."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf

Painful Pleasures

"Our journey from Magento to Shopify was riddled with complexities and challenges. With a vast catalog and intricate B2B logic, we needed expertise that could navigate through these intricacies. Shero Commerce was our beacon. They not only provided innovative solutions but also utilized their vast Magento knowledge to bridge gaps in Shopify’s native features. Now, our platform is seamless, our costs are reduced, and the headaches are a thing of the past. A heartfelt thank you to the Shero team!"

Patrick Rice

CEO / Painful Pleasures

Cloré Beauty Supply

"Working with Shero Commerce on our Shopify project was an absolute pleasure. Their team demonstrated exceptional expertise and professionalism throughout the entire process. They seamlessly transformed our vision into a stunning and user-friendly online store. Since the launch, our website has been stable, and we couldn’t be happier with the results. We highly recommend Shero Commerce for any Shopify project!"

Clemens Kim

COO / Cloré Beauty Supply

Invisible Bead Extensions®

Working with Shero Commerce on our migration from WordPress to Shopify was honestly such a pleasant experience. We’d been on WordPress for five years with tons of content and very specific styling, and moving all of it into one cohesive Shopify site was no small feat — this was a genuinely complex, highly technical migration. But they pulled it off on deadline with zero errors and zero issues. Their team showed up with everything we needed: a project manager, multiple developers, marketing leads, email specialists, and CRO experts, all coordinated through dedicated meetings and a real task management system. They also designed several high impact conversion pages so our digital presence didn’t just function better — it looked beautiful too. Since migrating, we’ve seen an increase in revenue thanks to having one simplified, cohesive platform. I’m so grateful for how seamlessly they executed this, and I’d recommend Shero Commerce to anyone facing a migration like ours.​​​​​​​​​​​​​​​​“

Jasmine Hadjis

CEO, IBE / Invisible Bead Extensions®

And you?

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