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Before a first affiliate test, I’d put the review plan on one page with the partner.

Start with one offer and a defined audience. Agree the traffic source, market, test period, spending cap where relevant and the customer action you want to measure.

Then decide how both sides will read the results: which report you’ll use, how pending and approved actions are shown, and when the numbers are ready to review. Name someone on each side who can resolve a mismatch.

At the review, follow the customer journey. If people click but few sign up, look at the offer and landing page together. If signups arrive but few become approved customers, work through the reasons with the partner. Agree one change for the next test and keep a note of it.

For people managing these partnerships, which detail has made your first test easier to judge?

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