HeldSway

All features

Every capability, in one place.

The complete catalogue of HeldSway features — sourced from the Affiliate Feature Guide our agency uses internally to evaluate every affiliate platform on the market. 40 capabilities across nine categories. Use the deep-dive links to go further on any of them.

  • 40capabilities
  • 9categories
  • 4plan tiers

01 / Tracking

Tracking & Attribution

How HeldSway captures every click, code redemption, and cross-device journey — and ties them to the right partner.

Open the Affiliate Tracking deep-dive
  • 01

    Click & Conversion Tracking

    Every click gets a stamp; every sale is matched back to it.

    • Nano
    • Basic
    • Standard
    • Custom
  • 02

    Coupon / Promo Code Tracking

    Personal codes per affiliate — perfect for podcasts, YouTube, and influencer drops.

    • Nano
    • Basic
    • Standard
    • Custom
  • 03

    Cross-Device Tracking

    Click on mobile, convert on desktop — the affiliate still gets credit.

    • Nano
    • Basic
    • Standard
    • Custom
  • 04

    First-Party / Cookieless

    Tracking that survives Safari ITP, ad blockers, and the death of third-party cookies.

    • Nano
    • Basic
    • Standard
    • Custom
  • 05

    Multi-Touch Attribution

    Share credit across every affiliate that helped move the customer toward the sale.

    • Nano
    • Basic
    • Standard
    • Custom

02 / Commissions

Commission Management

Mix-and-match commission rules — flat, percentage, recurring, multi-tier, performance-based — without forcing you onto a custom plan.

Open the Commission Management deep-dive
  • 06

    Flat / Percentage Commissions

    Same payout every time, or scaled with the order — your call, per product if you need.

    • Nano
    • Basic
    • Standard
    • Custom
  • 07

    Recurring / Subscription

    Pay every month a customer renews — or for life, or capped after N cycles.

    • Nano
    • Basic
    • Standard
    • Custom
  • 08

    Multi-Tier / MLM Commissions

    Affiliates earn a smaller cut on the affiliates they recruit — 2 levels on Standard, 3 on Custom.

    • Nano
    • Basic
    • Standard
    • Custom
  • 09

    Performance-Based Tiers

    Auto-bump commission rates as affiliates hit volume milestones — built-in motivation engine.

    • Nano
    • Basic
    • Standard
    • Custom
  • 10

    Lifetime Commissions

    The affiliate keeps earning on every future purchase by the customer they originally referred.

    • Nano
    • Basic
    • Standard
    • Custom

03 / Payouts

Payouts

How the money actually leaves your account and reaches your affiliates — across rails, regions, and tax regimes.

Open the Payouts & Automation deep-dive
  • 11

    PayPal Mass Pay

    "Pay All" sends to hundreds of affiliates worldwide in seconds via PayPal's Payouts API.

    • Nano
    • Basic
    • Standard
    • Custom
  • 12

    Bank / ACH Transfer

    Direct bank-to-bank for the US; SWIFT for international. No PayPal caps or per-transfer fees.

    • Nano
    • Basic
    • Standard
    • Custom
  • 13

    Automated Payout Scheduling

    Pick a cadence and a minimum threshold; HeldSway runs the queue. Skip-with-one-click logged.

    • Nano
    • Basic
    • Standard
    • Custom
  • 14

    Tax / W9 / W8 Collection

    Forms collected during signup, encrypted at rest, validated automatically. 1099 e-filing on Custom.

    • Nano
    • Basic
    • Standard
    • Custom
  • 15

    Crypto Payouts

    BTC, USDT, and similar — useful for international affiliates with poor banking infrastructure.

    • Nano
    • Basic
    • Standard
    • Custom

04 / Portal

Affiliate Portal & Recruitment

A self-serve home for your affiliates — branded as you, not us, with the recruitment funnels you actually need.

Open the Affiliate Portal deep-dive
  • 16

    Custom Branded Portal

    Affiliates land on partners.yourbrand.com — never see "HeldSway" anywhere.

    • Nano
    • Basic
    • Standard
    • Custom
  • 17

    Affiliate Marketplace Listing

    Get listed in our public marketplace so motivated affiliates discover your program.

    • Nano
    • Basic
    • Standard
    • Custom
  • 18

    Self-Service Signup

    A public application page; affiliates initiate themselves, you stop sending welcome emails.

    • Nano
    • Basic
    • Standard
    • Custom
  • 19

    Approval Workflow

    Manual, auto-approve, or rule-based — protect your brand from fraudulent or low-quality affiliates.

    • Nano
    • Basic
    • Standard
    • Custom
  • 20

    Influencer / Partner Management

    High-touch deals: bespoke commissions, dedicated AM, communication hub — for VIP partners.

    • Nano
    • Basic
    • Standard
    • Custom

05 / Marketing

Marketing Materials

The assets and link-building tools that make affiliates productive in their first session.

How creative materials live in the portal
  • 21

    Banner & Creative Library

    Upload banners, copy, product photos once; affiliates download what they need.

    • Nano
    • Basic
    • Standard
    • Custom
  • 22

    Deep Link / Custom URL Builder

    Link to any specific product or landing page — including a bookmarklet for on-the-fly creation.

    • Nano
    • Basic
    • Standard
    • Custom
  • 23

    Social Sharing Tools

    One-click share to X, LinkedIn, Pinterest with the affiliate's tracking link pre-populated.

    • Nano
    • Basic
    • Standard
    • Custom
  • 24

    Product Datafeed Support

    CSV/XML feed for comparison sites, coupon aggregators, and high-volume automated affiliates.

    • Nano
    • Basic
    • Standard
    • Custom

06 / Analytics

Analytics & Reporting

A live dashboard, per-affiliate P&L, retention cohorts, and CSV exports the finance team can actually use.

Open the Analytics & Reporting deep-dive
  • 25

    Real-Time Dashboard

    Clicks, conversions, EPC, AOV, refund-adjusted revenue — updated within seconds of each event.

    • Nano
    • Basic
    • Standard
    • Custom
  • 26

    Revenue / LTV per Affiliate

    See which affiliates bring high-LTV customers vs. one-time tourists.

    • Nano
    • Basic
    • Standard
    • Custom
  • 27

    Churn / MRR Tracking (SaaS)

    Per-affiliate retention cohorts: who delivers customers that stay vs. customers that churn.

    • Nano
    • Basic
    • Standard
    • Custom
  • 28

    Custom Report Builder

    Drag-and-drop dimensions and metrics for the question your CFO is actually asking.

    • Nano
    • Basic
    • Standard
    • Custom
  • 29

    CSV / PDF Export

    Any report, one click — CSV for finance, PDF for the board pack.

    • Nano
    • Basic
    • Standard
    • Custom

07 / Fraud

Fraud Prevention

Catch the silent line item nobody catches: self-referrals, click farms, coupon stuffing, and refund-rate anomalies.

Open the Fraud Protection deep-dive
  • 30

    Fraud / Click Protection

    Click farms, bots, conversions in 5 seconds, cookie stuffing — flagged or blocked automatically.

    • Nano
    • Basic
    • Standard
    • Custom
  • 31

    IP / Duplicate Detection

    Repeat clicks, duplicate signups, and self-referrals from the same IP — caught at the door.

    • Nano
    • Basic
    • Standard
    • Custom

08 / Integrations

Integrations

Plug into the tools you already use — and the API or webhook surface for everything that is not native.

See every native integration
  • 32

    Shopify

    One-click app, refund-aware, draft-orders excluded. Live in minutes.

    • Nano
    • Basic
    • Standard
    • Custom
  • 33

    WooCommerce

    Free WordPress plugin, native discount codes, WooSubscriptions support.

    • Nano
    • Basic
    • Standard
    • Custom
  • 34

    Stripe / Paddle / Braintree

    Subscription event stream drives every recurring commission — OAuth-connected, read-only.

    • Nano
    • Basic
    • Standard
    • Custom
  • 35

    REST API

    JSON over HTTPS, bearer auth, idempotent writes, OpenAPI 3.1 spec. Build whatever the natives don't cover.

    • Nano
    • Basic
    • Standard
    • Custom
  • 36

    Zapier / Webhooks

    Triggers + actions across 6,000+ apps; signed, retried, replayable HTTP webhooks.

    • Nano
    • Basic
    • Standard
    • Custom
  • 37

    White-Label / Agency Mode

    Per-client portals on subdomains; one agency login manages many programs.

    • Nano
    • Basic
    • Standard
    • Custom

09 / Pricing model

Pricing Options

How HeldSway prices itself — three different shapes for three stages of program maturity.

Compare every plan
  • 38

    30-Day Free Trial

    Every plan, no credit card required. Cancel anytime — your data travels with you.

    • Nano
    • Basic
    • Standard
    • Custom
  • 39

    Pay-As-You-Go (Nano)

    $0/month + 3% of payouts. Perfect for sub-$650/mo affiliate volumes; Basic becomes cheaper above.

    • Nano
    • Basic
    • Standard
    • Custom
  • 40

    Flat Monthly Fees

    $19 / $49 / from $199 — predictable budgeting, 40–60% below the market average for the same depth.

    • Nano
    • Basic
    • Standard
    • Custom

Try it on a real program.

30-day free trial. No credit card. Every feature in the table above is in your account from the moment you sign up — limited only by the plan tier.