HeldSway

Business Settings

Navigate to Sidebar → Business Settings to access all configuration options.

General Settings (/settings)

Setting Description
Commission Rate Default commission rate (% or fixed $). Per-affiliate overrides take priority
Cookie Duration How long the affiliate tracking cookie lasts (default: 30 days)
Affiliate Registration Toggle public self-registration at /affiliate/join
Auto-Approval Rules Automatically approve conversions matching set criteria

Branding (/settings/branding)

Setting Details
Business Logo Upload JPG, PNG, SVG, or WebP. Recommended: 200×200px, max 2MB
Primary Color Hex color code (e.g., #0052CC) used across UI elements
Custom Domain Available on Basic plan+ (e.g., affiliates.yourbrand.com)

Commission Tiers (/settings/commission-tiers)

Set up tiered commission structures to reward top-performing affiliates.

Priority order:

Per-affiliate rate > Business flat rate > Business tiers > Platform tiers > Platform base rate

Supports: flat, percentage, recurring, multi-tier, and per-product models.

Email Templates (/settings/email-templates)

Template Trigger
Affiliate Invitation When a new affiliate is invited
Conversion Approved When a conversion is approved
Conversion Rejected When a conversion is rejected
Payout Processed When an affiliate payout is processed

Join Page (/settings/join-page)

Configure the public affiliate application page (/affiliate/join). Customise the welcome message (max 1,000 characters), fields, and approval process.

Payout Settings (/settings/payouts)

Setting Description
Frequency Weekly or Monthly
Day of Month/Week Specific execution date
Minimum Payout Threshold Minimum balance before payout is created (default: $50)
Auto-create Payouts Automatically generate payouts on schedule
Allow Early Payout Requests Let affiliates request payouts outside the regular schedule

API Keys (/settings/api-keys)

Generate API keys with fine-grained scopes for external integrations. See Section 3.2 for available scopes.

Activity Log (/settings/activity-log)

Complete audit trail of all account actions: logins, settings changes, affiliate approvals, payout triggers, etc.