Forms - Strategies for Affiliate Registration and Management

At SprintHub, forms go far beyond simple data collection. They are the entry point to automating processes, qualifying contacts, and structuring affiliate programs in a scalable and organized way.

A well-configured form allows you to attract affiliates aligned with your business, integrate that data into the CRM, and automatically start communication and onboarding flows.

In this article, you will find the best strategies for creating affiliate registration forms using SprintHub.


1. Define the form's objective in the funnel

Before creating the form, it is essential to understand what the role of this affiliate will be in your funnel.

In SprintHub, you can automatically direct the affiliate to:

  • A specific Affiliates funnel

  • An initial stage such as “Pending Registration” or “Awaiting Approval”

  • A responsible person or team

This definition ensures organization from the first contact.


2. Create forms with essential fields

Simple forms convert more. Use custom fields to collect only what is necessary:

  • Full name

  • Email

  • Phone or WhatsApp

  • Country or region

  • Type of affiliate (Individual, Company, Influencer, Agency, etc.)

Additional fields can be included according to the strategy, without compromising the user experience.


3. Use custom fields for qualification

SprintHub allows you to create Custom Fields, ideal for qualifying affiliates already at registration.

Examples of strategic questions:

  • How do you intend to promote our products?

  • Do you have your own audience? On which channels?

  • Do you already work with other affiliate programs?

This information helps your team prioritize affiliates with higher potential for results.


4. Automate actions after form submission

One of SprintHub's great differentials is automation.

After form submission, you can configure:

  • Automatic sending of confirmation message

  • Notification to the responsible team

  • Automatic movement in the funnel

  • Application of tags or custom statuses

This reduces manual work and speeds up the approval process.


5. Be clear about rules and commissions

The form also serves as an alignment point.

You can include informative texts or links explaining:

  • Commission model

  • Promotion rules

  • Payment deadlines and methods

  • Affiliate program policies

This transparency prevents doubts and rework in support.


6. Start onboarding automatically

With the data already in SprintHub's CRM, it is possible to start the affiliate's onboarding automatically:

  • Sending promotional materials

  • Access to trainings

  • Welcome messages

  • Initial guidelines

All of this can be done via automations, ensuring a professional experience from the first contact.


7. Centralize affiliate management in the CRM

By integrating the form directly into the CRM, your company gains:

  • Full control of each affiliate's status

  • History of interactions and communications

  • Segmentation by profile or performance

  • An organized base for future campaigns

This makes the affiliate program more scalable and easier to manage.


Conclusion

Affiliate registration forms in SprintHub are strategic tools to structure, automate, and scale partnership programs.

With well-defined fields, funnel integration, and smart automations, your company gains agility, organization, and more qualified affiliates from the first contact.

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