Connect Superfiliate to OuterSignal, and the creators among your customers are enrolled in the Superfiliate program you pick. Each customer who enters your segment is added to Superfiliate by email and enrolled in that program, and new customers who match are enrolled as they match. An org admin or owner connects it.
Without the integration, a customer gets into a Superfiliate program through a CSV import or a sign-up form you approve in Superfiliate.
Before you start
A Superfiliate account with at least one active program.
A Superfiliate API key with a Client ID and Client Secret. You'll create this in Step 1.
The admin or owner role in your OuterSignal organization.
Room under your plan's integration limit, since Superfiliate counts toward it.
Step 1: Create an API key in Superfiliate
Do this first, in Superfiliate. OuterSignal can't connect until you have a Client ID and Client Secret from Superfiliate. If you go to Settings > Integrations in OuterSignal without them, you'll have nothing to paste in.
Log in to your Superfiliate account (not OuterSignal).
Go to Settings > Developers > API Keys.
Click Generate API key and name it OuterSignal.
Turn on all six permissions:
campaigns.read,customers.read,customers.write,conversions.read,gifting_campaigns.read, andgifting_campaigns.write.Click Generate key, then copy the Client ID and Client Secret somewhere safe. Superfiliate only shows the Client Secret once, so if you lose it, you'll need to generate a new key.
For more details and information on what each permission does, follow Superfiliate's guide: How to connect OuterSignal to Superfiliate.
Step 2: Connect Superfiliate in OuterSignal
Once you have your Client ID and Client Secret from Step 1, switch over to OuterSignal.
In OuterSignal, go to Settings > Integrations.
On the Superfiliate card, click Connect.
Paste your Client ID and Client Secret into the fields of the same names.
OuterSignal checks the key with Superfiliate when you connect. If a check fails, OuterSignal saves nothing.
Recommended: set up a separate outreach program
A main Superfiliate program usually greets new members as though they signed up themselves. They get a welcome email with their link and code, they're added to a gifting campaign, and they get reminders about posting. Creators you enroll from OuterSignal haven't signed up for anything or agreed to your terms yet. To them, that welcome can read as spam.
We recommend creating a separate program in Superfiliate just for reaching out to your OuterSignal customers, and enrolling them there instead of your main program.
In Superfiliate, create a new program and give it a clear name, like Outreach Program.
Set its discount and commission to zero. Superfiliate still creates a link and code for each creator, so this keeps anyone from getting a discount or earning commission before they join your real program.
Set the program's automation to send an invitation to join your main program. Don't mention a link, code, or gift.
Add two or three follow-ups. For example: wait four days, check whether the creator is still in the outreach program, and if they are, send a reminder.
When a creator accepts, they sign up for your main program through its normal form, where they answer your questions and agree to your terms. They get their real link, code, and access to gifting from there.
Step 3: Enroll creators from the Influencers board
Open the Influencers board. To learn how it finds the creators among your customers, see How do I find the influencers among my customers and track outreach to them?
Use the filters to narrow the board to the creators you want in the program.
Open the Send to dropdown and choose Superfiliate program.
In Program, pick your outreach program.
Click Create playbook.
Create playbook saves your segmented list as a segment and creates an active playbook. Creators in the list are enrolled right away, and new customers who match are enrolled as they match. Check the list before you click, since you can't undo an enrollment from OuterSignal.
You can also build the same playbook in the Playbooks section with the Superfiliate action. There, running it for customers already in the segment is a separate choice.
To stop enrolling new creators, pause the playbook in the Playbooks section. Creators already enrolled stay in the program.
Send creators a gift with Superfiliate Gifting
Superfiliate Gifting adds each customer who enters your segment to a Superfiliate gifting campaign instead of a program. You can start it from the Send to dropdown on the Influencers board or set it up in the Playbooks section.
From the Influencers board
Narrow the board to the creators you want to gift.
Open the Send to dropdown, choose Superfiliate gifting, and pick an active gifting campaign.
Click Create playbook. OuterSignal saves the segment first and counts the creators in it. No playbook is created yet, so no gift sends.
Type the number of creators to gift, then click Send gifts. OuterSignal turns the playbook on and gifts the creators already in the segment. After that, it gifts each new creator who matches.
If you click Not now instead, the segment stays saved and no playbook is created.
In the Playbooks section
Build a playbook on your segment and choose the Superfiliate Gifting action.
Pick an active gifting campaign. Each one shows its redeem method, who ships it, and its products.
To send gifts to customers already in the segment, use Run Actions on Members and type the member count to confirm.
The gifting campaign's settings in Superfiliate decide when each gift ships, and a shipped gift cannot be taken back. The campaign's quantity cap in Superfiliate is the only limit on how many gifts send. Pausing the playbook does not stop gifts already queued, so to stop them, archive the campaign in Superfiliate.
What happens after you enroll
Program. Each creator joins the program you picked, by email. If the customer is already in Superfiliate, OuterSignal updates their name, and their code and link stay the same.
Invite. Superfiliate sends no message on enroll by default. Your program's settings and automations in Superfiliate decide how creators are invited.
Results. The Influencers board shows who is enrolled and the sales each creator drives.
FAQ
Can I remove a creator from a program in OuterSignal?
No. You can't remove a creator from OuterSignal; do it manually in Superfiliate.
What happens if a creator is already in another program?
A creator can be in one program at a time, so a customer already in another program stays there.
Why is the Program list empty?
Your Superfiliate store has no active programs. Create or reopen a program in Superfiliate, then refresh.
What does "The Superfiliate connection is missing a permission" mean?
Your API key lacks a permission OuterSignal needs. OuterSignal checks customers.write at the first enroll, so a key without it connects and then shows this message. Generate a new key with all six permissions and connect with it.
What about customers with no email?
OuterSignal enrolls by email, so a customer with no email is not sent to Superfiliate.
Does the integration cost extra?
No. It is included in every plan at no extra cost.