How Convertly Works

Turn every happy customer into a revenue channel.

Convertly plugs into your Shopify store and turns your customers and creators into paid ambassadors. Discount codes, branded storefronts, automatic attribution, and hands-off commission payouts — all in one app.

14-day free trial on Growth plan · No credit card required · Live in under 2 minutes

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.

STEP 01

Install on Shopify in under 2 minutes

One-click install from the Shopify App Store. Convertly securely syncs your products, customers, and past orders. No code, no engineers, no migrations.

  • Products auto-imported from your catalog
  • Existing customers synced for targeting
  • 14-day Growth plan trial starts free
STEP 02

Recruit ambassadors on autopilot

Convertly surfaces your best-performing buyers with an AI-powered discovery engine. Invite them post-checkout, via email automation, or through a branded application page — bulk import creators you already work with.

  • Post-purchase widget converts happy buyers
  • AI ranks customers by ambassador potential
  • Application page lets creators opt-in
STEP 03

Launch campaigns with one click

Run always-on ambassador programs, seasonal drops, gifting campaigns, or content campaigns. Set commission rates per campaign (default 15%), choose discount code formats, and Convertly generates everything — including a real Shopify price rule for each code.

  • Per-campaign commission rates
  • Auto-generated discount codes (4 format presets)
  • Campaign intelligence engine suggests next actions
STEP 04

Send gifts, collect content, stay in control

Pick products from your Shopify catalog, let creators claim gifts with shipping addresses, and auto-generate 100%-off Shopify draft orders. Review creator content submissions with an inline approve / reject queue before anything goes live.

  • Shopify product picker in campaign setup
  • Auto-fulfillment: claim → draft order → ship
  • Content approval workflow with diff view
STEP 05

Attribute every sale automatically

The moment a customer uses a creator discount code, Shopify fires a webhook and Convertly attributes the order, calculates commission, and links it to the right campaign. No UTMs, no pixel drift, no manual spreadsheets.

  • High-confidence attribution via discount codes
  • 7 Shopify webhooks wired end-to-end
  • Refunds auto-reverse matching commissions
STEP 06

Pay out creators without lifting a finger

Commissions enter a configurable 14-day hold, auto-approve, and roll into payout batches. Pay creators via PayPal or Stripe Connect. Every order, commission, and payout lives in one searchable earnings page with CSV export.

  • 14-day hold period (configurable per brand)
  • PayPal + Stripe Connect batch payouts
  • W-9 / PAN tax collection built in

Why brands pick Convertly

Purpose-built for Shopify. Not a generic affiliate plugin with Shopify listed as an integration.

Live in under 2 minutes

One-click Shopify install. No code, no migrations, no engineers. Most merchants run their first campaign the same day.

Attribution you can actually trust

Discount codes ride Shopify webhooks. No pixel drift, no ad-blockers breaking tracking, no spreadsheets.

End-to-end, not half-baked

Recruit → Launch → Gift → Track → Attribute → Pay out. One app, no Zapier duct tape, no 6-tool stack.

Campaign intelligence built in

Health scores, velocity tracking, and contextual recommendations tell you which creators to nudge — and when.

Creators actually like it

Live storefront editor, real-time earnings, transparent hold periods, and PayPal + Stripe payouts. No portal hell.

Grows with you

From Starter ($99) to Enterprise. 2% GMV revenue share aligns our success with yours. Unlimited ambassadors on Scale+.

How Convertly compares

Most affiliate tools were built before Shopify and bolted on. Convertly was built Shopify-native from day one.

CapabilityConvertlyLegacy Affiliate AppsDIY + Spreadsheets
Native Shopify install (2-min)Varies
Personalized creator storefronts
Post-purchase recruit widget
AI customer scoring
Discount code attribution (no pixels)
Gifting + Shopify draft orders
Content approval workflow
Campaign intelligence + recommendations
PayPal + Stripe payoutsPayPal only
Tax collection (W-9 / PAN)
Revenue share pricing2% after thresholdFlat monthly

Questions, answered

The things merchants ask before installing. Still unsure? Book a 30-min demo and we will walk you through your exact use case.

Most merchants are live in under 2 minutes. You install from the Shopify App Store, Convertly syncs your products and customers automatically, and an ambassador program is auto-created for you. You can invite your first creator immediately.

Ready to turn customers into a revenue channel?

Start free for 14 days, or book a 30-minute walkthrough with our team. We will map Convertly to your exact Shopify setup.