Where Are Files Uploaded via the Affiliate Signup Form Stored in Post Affiliate Pro?

Problem definition

Affiliate programs often require additional documentation or verification from affiliates during registration. Post Affiliate Pro allows program managers to add a ‘File uploader’ field to the affiliate signup form, enabling affiliates to upload necessary files, such as ID scans or contracts. However, understanding where these files are stored and how to configure the upload field is essential for effective management and compliance.

File Upload Storage and Access in Post Affiliate Pro

When an affiliate uploads a file during signup using the ‘File uploader’ field, the file is not sent by email or stored externally. Instead, it becomes part of the affiliate’s profile within Post Affiliate Pro. Merchants can access these uploaded files by navigating to Affiliates > Affiliates manager, locating the affiliate in question, and clicking ‘Edit’ to view their profile. The uploaded file(s) will be displayed in the relevant field section, allowing the merchant to view or download them as needed.

Configuring the ‘File Uploader’ Field in Post Affiliate Pro

To enable file uploads on the signup form or affiliate profile, go to Configuration > Affiliate Signup > Fields in the merchant dashboard. Add a new field (or edit an existing one) and select ‘File uploader’ as the field type. Configure the field’s status according to your workflow:

• Mandatory: Affiliate must upload a file to complete registration.
• Optional: Uploading a file is not required.
• Optional not in signup: Field is hidden during signup but available in the profile later.
• Read only: Only the merchant/administrator can upload or change the file.
• Writable only in signup: Affiliate can upload a file only once during signup.
• Hidden: The field is not visible to the affiliate at all. However, the merchant can upload a file to this field in the affiliate’s profile, and the file is visible only to the merchant (not to the affiliate or anyone else).
• Disabled: The field is not used at all.

This flexibility allows you to control when and how affiliates can upload files, and who can access or edit these uploads.

File Uploader Field Limitations and Security

• Maximum File Size: 1MB per upload.
• Allowed Extensions: jpeg, jpg, gif, png, bmp, txt, pdf, doc, docx, csv.
• No Malware Scanning: Uploaded files are not automatically scanned for viruses or malware. Always review and scan files before opening or using them.
• One File per Field: Each ‘File uploader’ field allows only a single file.
• Field Configuration: You can add multiple ‘File uploader’ fields if you require more than one document from affiliates.

Best Practices for Managing Uploaded Affiliate Files in Post Affiliate Pro

• Regularly review uploaded documents for compliance and data security.
• Limit access to affiliate files to authorized personnel only.
• Inform affiliates about file size and type restrictions to reduce upload errors.
• Periodically clean up old or unnecessary files to maintain system performance and data hygiene.
• Always scan downloaded files for malware before opening.

How to Guide: Setting Up the File Uploader Field

1. Log in to the Post Affiliate Pro merchant dashboard.
2. Go to Configuration > Affiliate Signup > Fields.
3. Click ‘Add Field’ or edit an existing field.
4. Set the field type to ‘File uploader’.
5. Configure the field status (mandatory, optional, hidden, etc.) and save changes.
6. The field will now appear on the signup form or affiliate profile as configured.
7. To view uploaded files, go to Affiliates > Affiliates manager, select an affiliate, and click ‘Edit’.

Understanding Field Status Options in Post Affiliate Pro

• Mandatory: Required input for signup/profile.
• Optional: Can be left blank.
• Optional not in signup: Editable in profile, not on signup.
• Read only: Only merchant/administrator editable.
• Writable only in signup: Only editable during signup.
• Hidden: Not visible to affiliate; merchant can upload a file, which is only visible to merchant.
• Disabled: Not used at all.

Using these options, you can tailor the affiliate registration process and ongoing profile management to your program’s specific needs.

Summary

Files uploaded via the affiliate sign-up form using the ‘File uploader’ field in Post Affiliate Pro are stored within the affiliate’s profile and accessible only to merchants/managers through the Affiliates manager section. The ‘File uploader’ field is configured under Configuration > Affiliate Signup > Fields, where you can control its visibility, requirement status, and limitations. When set to Hidden, the merchant can upload a file which is only visible to the merchant, ensuring privacy and administrative control. Always adhere to best practices for data security and inform affiliates about upload restrictions.