Join and Manage the Affiliate Program
Enroll from Settings, share your referral link, and monitor referral activity
This guide shows you how to join the Y2 Affiliate Program and manage your referral link from Settings → Referrals.
Open referral settings
Review your current eligibility, accept the program terms, and manage your referral activity.
Review plans and limits
Compare the Y2 plans that can qualify an account for the program.
Referral settings is the source of truth
The program terms, commission rate, eligibility status, and referral activity shown in Settings → Referrals are authoritative. If this guide and the app differ, follow the app.
Before you start
Sign in with the account that owns the paid billing workspace you want to use. Referral settings will show any requirement that still needs attention, including:
- A verified account email.
- Ownership of a qualifying paid workspace.
- A current subscription payment for that workspace.
Admin or member access to another customer's paid workspace does not qualify the account. Use Account settings to resolve email requirements and Billing settings to resolve plan or payment requirements.
Join the program
Open referral settings
Go to Settings → Referrals. The program card shows whether your account is ready to enroll or which requirement needs attention.
Review the current terms
Expand Review the affiliate program terms. Review the version, commission rules, payout requirements, and responsible-promotion rules shown in the app.
Accept and join
Select the agreement checkbox, then choose Join and create my referral link. Y2 records the terms version you accepted before starting link creation.
Copy the activated link
Wait for your complete referral URL to appear, then choose Copy link. If activation is still pending, wait briefly and use Refresh referral activity.
Manage your referral activity
Return to Settings → Referrals whenever you need to:
- Copy your current referral link.
- Refresh activity from the referral provider.
- Review clicks, referrals, sales, and active customers.
- Check payout eligibility requirements.
- Review recent referral and commission statuses.
Always share the complete link displayed in the app. Do not reconstruct or shorten its referral token.
Keep your account eligible
Use the Payout eligibility card in referral settings as your checklist. Keep every displayed requirement satisfied while participating and when commissions are reviewed or paid. If the card shows an action is required, resolve that item before relying on new referral activity.