How to Get Affiliates to Plan Their Promotions in Advance

by | Jun 29, 2026 | Podcast

Affiliates promote more when you stop asking them to “just send something” and start giving them a clear plan. In this episode, I’m showing you how to create promotion plans for affiliates so they know exactly when to promote, what to say, who to send it to, and how to pace it without burning out their list. I’ll share the two types of affiliate mailing plans we use, plus how to use them to move affiliates from two emails to five, from five to twelve, and in some cases up to 15 or 16 emails, without feeling spammy or chaotic.

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Previous Episodes of The Affiliate Guy

How to Make Your Affiliate Program Stand Out to Affiliates

How to Expand Your Affiliate Program Internationally

The 6 C’s of Elite Affiliate Programs (Part 4)

The 6 C’s of Elite Affiliate Programs (Part 3)

The 6 C’s of Elite Affiliate Programs (Part 2)

The 6 C’s of Elite Affiliate Programs (Part 1)

How to Get Affiliates to Plan Their Promotions in Advance

One of the best ways to get affiliates to promote more is to give them a clear plan for how to do so. In other words, tell them when, how and what to promote, as well as who to promote to. Now, we do this with two types of affiliate mailing plans that I share in this episode. These are guaranteed to get your affiliates to promote more often, send more emails, and go all in promoting you.So the idea of this episode is how do we take our affiliates like they’re ready to promote our launch, to promote, you know, our evergreen promotion? And how do we take them from sending two emails to five?

How do we take them from five to 12, from maybe seven or eight up to 15 or 16? How do we get them to actually do that? And the idea is to get them to commit to anything. It’s just to get them to dip their toe in the water. And that’ll be the theme throughout is like, if we can commit them to do just a little bit, they’ll do a lot.And there’s two ways that we’re going to do this. So we basically got, you know, let’s just say for argument’s sake, you’ve got 200 affiliates. What are we gonna do for our top 20 to 25 and what are we gonna do for everybody else? Because what I’m gonna share, the first thing I’m gonna share, you cannot do for 200 people within reasonable timeframe. All right, so for our top affiliates, we’re gonna do specific one on one promo plans, actually.

Well, we don’t call them promo plans anymore. And I’ll talk about that in a moment. But, we used to call them promo plans and that when I say that, it immediately makes sense, right? It’s a plan for the promotion. One of the best things that you can do to get an affiliate to mail more often is create a personal promotion plan with them.And if I had to pick a secret sauce, I mean, there’s a lot of things we do and there’s. To be clear, in any affiliate program, there’s nothing that we do that I would suggest is this is the thing that makes up 50% of our, our success. It’s just a lot of 2% and 4% here and 1% here and a half percent there. That adds up to massively successful affiliate programs that we run. But if I had to pick the one thing that was like the secret sauce, this is it.

It’s these personalized promotion plans. And so what you do is with as many affiliates as you reasonably can. Typically for us, it’s going to be between 20 and 30. There have been some smaller ones where it might have been only 15, or maybe on the high end, 20, but typically for a big launch, it’s going to be about 20 to 30 in that range. And you meet with them one on one.Now, I try to target roughly about 30 days out from the beginning of the promotion because that tends to be the area where it’s far enough ahead where they can take what we plan and actually execute it. They can also. They have that flexibility. It’s far enough out where there’s some flexibility to know what’s going on with their schedule, but not know too much. So we can get things in early enough but not be so early that it’s like, oh, wow, we ended up having something come up and we need to go completely back to the drawing board.

So somewhere in the neighborhood of two weeks out to 45 days out is kind of the sweet spot. And we meet one on one with them for about a half hour and we craft a custom promotion plan that works with their calendar. And what this means is if I’m looking at a launch and the first day, and we’ll go through an example of this, but the first day of the promotion is January 10th, right? And you can’t mail on January 10th, but you can mail on January 11th. Then we’ll work that into the calendar and you’ll promote on January 11th.If, let’s say, you don’t typically mail on Mondays for whatever reason, or, you have something else you’re mailing about on a Monday, then we’ll work something in maybe on Sunday or Tuesday, and we’ll work together to create a custom promotion plan. And this ultimately comes down to the principles of commitment and consistency. If you’ve ever read Influence by Robert Cialdini, highly recommend that book. I’ll put a link in the show notes there. I mean, I recommend this book so much.

It’s mattmcwilliams. com influence. It’s how often I recommend this book that I created a specific URL for it. But if you’ve ever read that book, you know that what people commit to, they stick to and they want to remain consistent with their commitments. It’s one of the dangers, so to speak, of any type of public commitment is, you know, by Gosh, you’re probably gonna stick to it.It’s why, if you look at politics, for example, if the handlers of a politician, the, people who run their campaigns, recommend that if they don’t have to make a commitment to an issue, if there’s no reason to, then don’t, because they’ll want to stick with it, and so the voters will expect them to stick to it. So what we do is we tap into those principles of commitment and consistency and we create this plan with them. So we jump on Zoom or Skype or Google Meet, whatever it’s called these days. We go through the promo plan spreadsheet. Now you can get a copy of this.

You can download it for free. Mattmcwilliams. com promoplan if you go there, we’ll put a link in the show notes as well. If you go there, you can download a copy of this to use for yourself, and then you work through the ideal situations for them. So ideally, you would start promotion on June 1, but that doesn’t work for you.So do we back up a day or do we go forward a day? Can you start on May 31? We’ll open things up on May 28. For those of you who need to get in early. What fits your needs?What fits your needs? And so if you look at this spreadsheet, basically what this spreadsheet will allow you to do, this promo plan template, is go through and put in what’s generally happening in the launch. What’s the thing that’s going on today? Well, today’s the webinar. So, okay, now we back up to, okay, what should they be doing on this day?

They should send two emails, one in the morning, one in the afternoon, you know, blah, blah, blah. And then we have kind of a generic template that we give them that’s like, here’s what you could do. And then we just move the pieces around. All right, you can’t mail on the 15th. Well, how about we’ll do it on the 16th?Or we back it up to the 14th and we tell them who that email should go to. This one should go to your entire list. This one should go to the people who didn’t click. This one should go to your entire list. This one should go to the people who, who did click.And the idea is once they have their plan set, have them commit to it. So you’re co creating the plan with them. They’re involved in the creation. This is not you just saying, here’s your plan, go do it. It’s like, no, they’re involved in this so that when you email them a copy of the spreadsheet, you thank them for their commitment.

More often than not, they’re going to stick to that plan. If anything, what we found is they’ll add to it during the promotion, but very rarely will they ever, almost never take away from that. So whatever they commit to, they commit to nine emails. Here’s the list of things they committed to. They’ll probably send 10 or 11.Very rarely will they send 8 or less because they made a commitment and we want to remain consistent to our commitments. Now, I’ve personally done these plans. This is why they work. I have done these plans with people who I’m promoting them and they’ve used this on me. And I realized, oh, shoot, we didn’t schedule that email.Oh, man, I gotta make up for that. I’ve added extra emails to make up for it. Because I’m going to remain consistent to my commitment. If I promise someone and I’m going to mail 10 times, then, by gosh, I’m going to mail 10 times. At least.

I might add an 11th or 12th, but I’m definitely going to mail the 10 that I said. That’s the power of creating these personalized promotion plans with your affiliates. Now, a couple of years ago, I used to call them promo plans. A couple of years ago we changed this. We did, a big affiliate, a launch for a client, and I just randomly started calling them commitment plans.And I found that we got an average of 1. 7 more emails from the affiliates that we call them commitment plans than when we call them promotion plans. Because we had called them promo plans for about 10 affiliates and then about 10 more we did commitment plans. And what I mean by 1. 7 is I got 1.

7 more emails and than they committed to the number of emails that the average affiliate committed to out of the first 10 and the last 10 was almost identical. That wasn’t where the difference was. It was just that when I followed up with them and I said, here’s your commitment plan versus here’s your promo plan, I got 1. 7 more emails above what they said they were going to do. On average, the promo plan folks sent, basically, I think it was like one more than they had said they were going to send.Total among the 10, the other group had sent 18 more emails than they had said they were going to send. That’s a, huge gain. 18 additional emails from basically 10 of our top 20 affiliates. If I had done that across the board, I would have gained probably 36 emails over what we normally would have done. 34 to 36 emails over what we normally would have done.

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Among our top 20 affiliates, that is tens if not hundreds of thousands of dollars. So that’s what we do for the big ones. We meet with them. We just go through the calendar and talk about what might work for them. This doesn’t work.Okay, so do this. Does this work better? Here’s this. And then I send them an email that says, here’s your commitment plan. That’s got the spreadsheet attached to it and says, you know, if you have any questions, let me know.If there’s anything else you need to talk about, let me know. So that’s our big dogs, right? Our top 20 to 30 affiliates. For everyone else, we use what we call our, ABC plans. This is a mass email and I’m gonna walk you through how to actually do that in a second.

And it’s got the suggested promo plan, but it’s got A, B and C plans. And the ABC stands for all in or aggressive, balanced and conservative. So on the two polls is the all in and the conservative. So the all in plan, this is for people who are in it to win it. They want to go all in, all out, they want to be aggressive.This is typically going to be like 15 to 20 emails. And I’ll walk you through an example from our own stuff here in a second. On the flip side, the conservative side, this is the plan for those who just want to dip their toe in the waters, right? They’re not 100% committed to a full promotion yet. And that’s the key.

This one is like five to nine emails and then the balance plan is right in the middle, as you would imagine. This is, we call it the Goldilocks plan sometimes. Cause it’s not too hard, not too soft, it’s just right. So this is between the all in and the conservative. Typically you’ll find this at 10 to 13 emails.Now here’s the great thing about these plans. If you get someone to commit to the conservative plan, they almost always bump up to more of a balanced plan. If you get them to commit to a balanced plan, they almost always bump up to the all in plan. Especially when you announce prizes is what we found. And so they might bump up to the balance plan from conservative five days into the launch.

So it’s not a full balance plan. Maybe if the conservative is seven emails and the balanced is 11, all in’s 15, they don’t go all the way to 11, but they send 10. And if they go from balanced to conservative, maybe they send 13 or 14. But still at some point they shift. We find probably 70, 80% of them shift at some point.The key though is to get them to commit to something. I don’t care if it’s the C or the B or the A. I’d love them to commit to the all in from the get go. That’s great. But if I can get them to commit even to the conservative plan, getting them to commit to something will bump them up to the next level.

The reality is you just cannot meet with every single affiliate one on one. Okay? There’s just no possible way. And so our objectives with these ABC plans is just to get them to commit to some level of participation, just to commit to a minimum number of emails. So we want to make it very easy to commit to the conservative plan if that’s where they’re at.Make it so easy. It’s like three emails to your entire list. Maybe three to unopened and three to engaged contacts. That’ll account for the nine emails. Very easy to get them to commit.So here’s an example from our stuff here. In our last launch, we did not do ABCs, we just did ACs. And there’s a reason we had three focuses. This is another way you can do these. All right?

And again, the idea is to get them to commit to something. So we had three different focuses. We had an ebook focus, so we had an ebook opt in, we had a video opt in. So we had a video focus and we had a, webinar focus. So depending upon who their audience is, it’s like, choose your own adventure, right?They can say, well, my audience is really into webinars, so, so great, you’re gonna go down to webinar focus and you’re gonna choose the all in or conservative. We just felt like if we had nine plans, that was overkill. So we had all in and conservative. So that’s another way where you can kind of separate these plans is based on, oh my gosh, you know, like, my audience is really into videos, my audience is really into workshops, My audience is really into quizzes or assessments, you know, whatever your audience is into. And so in this example, if you click on, we’re going to go down to ebook, focus, for example, 20 total emails.

And we went heavy on the ebook free reports. So these are written materials they still promoted. We still recommended sending a few emails to the videos and a few emails to the Webinars, but it’s very different from the webinar focused one, which only sent to two emails to the ebooks or to the free reports. But it had 1, 2, 3, 4, 5, 6 emails going to the webinar and only two to the videos on the video, all in one we had only one about the ebook or the PDFs and two about the webinars, but six about the videos. So just different focuses.

Now in that example, if I go back to the conservative one for the webinar, that one had one about the ebooks, none about the videos, five about the webinars, still more conservative though on the ebook conservative one, it was like three about the ebooks or four about the ebook or free report, one about the video, one about the webinar. So you get the idea. If I were to do balance, if I were to not have the differentiation between ebook focus, webinar focus and, and video focus, then I would just take the. Basically I always start with the most aggressive, like, here’s the ideal plan. And then I say, okay, what would I do if I stripped away basically 33% of that?

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That’s a really good way of thinking of, is like, okay, you got 18 for all in. Great, 12 and 6. And then the other thing that I do is I typically will add back a little bit. So Instead of going 18, 12 and 6, the total number of emails would probably be about 18, 12 would probably still be pretty accurate and it’d probably be eight, but to the entire list. So this is one I’m going to look at the ebook one, for example, the all in ebook one.I’ve got eight to the entire list, three to unopens, nine to engage contacts. Okay, so on, the conservative one, there’s only five to the entire list, two to unopened, six to engage contacts. So not many less to the engaged contacts and unopeneds. That’s a big deal, right? If I look at on the video focus one, there’s only four to your entire list on the conservative one versus seven to the entire list for the all in.

And so the idea here is just to create your ideal plan and then strip away roughly 2/3 to maybe might be like 18, 13. And then I go all the way down as far as I can, usually about a third. And then I add a couple of unopened or engaged contact emails back to the conservative ones. So we provide these ABC plans to everyone, but then we do the individual plans with the top people. Now, as far as delivering the ABC Plans to everybody.It’s usually in the partner center or in the partner guide. But then we go one step further with the smaller affiliates and we actually send out a specific email. And what I do is I record about a 15 minute video that’s like I was doing a commitment plan with an affiliate and I record it in such a way that I go through this calendar and I say stuff like, hey, if this date doesn’t work, then you need to, you know, you can move it here, you can move it there. And I don’t create the plan on the video. I just leave the video as it is.

But I show them how I would change it. So I would move stuff around and just show them what it would look like if I moved it. But I always come back to the way that it was. So I record this video again. It’s typically about, 15 minutes or so.And I walk them through the whole calendar, walk them through how to create the plan, show them how to download the template so they can use the template. And I encourage them to create the template and then send it to me. So we can just keep track of, you know, where they, you know, when they’re going to be promoting so we can keep track of things for them. So we encourage them to send their commitment plan to us. We usually out of, you know, 200 affiliates, usually we’ll get like 60 to 80 that’ll actually do that.

That’s fine. We got 20, 25 that we co created plans with. We got another 75 that sent them to us. Great. Half of our affiliates have made some level of commitment that’s about as good as you’re ever going to get.All right, so we send this email and one of the things that we do, this is some secret sauce here. We send this email out and we basically say, hey, your promo plan. And we say, hey, you know, it’s a mail merge. Hey, first name, wanted to send this to you. I shot a video for you where I walk you through how to create a promotion plan.Blah, blah, blah, blah, blah. Right now, just like we do with the big affiliates, we send this spreadsheet out and it’s a specific Google Doc for them, a Google sheet for them. So the Google sheet is already named. Let’s just say your name is, you know, Todd Smith. It says Todd Smith Commitment plan for such and such.

Your name is in the title of the spreadsheet. Your name is in the spreadsheet itself. It says Todd’s commitment Plan, blah, blah, blah, blah, blah. Right in the video. We Put a screenshot of the video that shows the spreadsheet.And we use a program called Nifty Images. I’ll put a link to that. It’s just niftyimages. com we use a program called Nifty Images. And on that video it says like promo plan for Todd, I think, or just says like Todd Smith’s promo plan or commitment plan or something like that.So it says their name on the image. So this video feels like it’s a personal video, even though of course it’s not. And they know it’s not, but it feels like it is. And then we give them a specific Google sheet that they can use to do this. We do the legwork on that.

It’s something that takes a while. You gotta keep creating this, clone the spreadsheet, clone the spreadsheet, rename it, rename it, rename it, rename it. And we create these for them as we’re going along. So they get a personalized sheet with a somewhat personalized video. But it’s pretty generic, right?And that program is called Nifty Images and it basically uses mail merge fields to slap onto the image. So it’s pretty cool. Pretty cool. Deal. And so we create those plans on that.I walk them through, okay, here’s what it would look like if you were all in. And then here’s what I would remove if you were going to go, you know, havesies. And here’s what I would do if I were going to go conservative or if certain things don’t work for you. So we walk them through that and essentially give them the template for them there. So that’s how we get these mailing plans to our affiliates to get them to commit to something.

It’s the reason why we typically don’t have more than a couple out of hundreds. Some of the biggest problems I hear with affiliate managers only like 22% of my affiliates are doing anything. we get like 80. Most of our affiliates are active. Why are a few not active?Because life got in the way. Makes sense, right? I get it. There’s a reason why I have such a high activation percentage because we give them these plans. That’s it.That’s the secret sauce. It’s how you go from having tons of affiliates and doing a half million dollar launch to having the same affiliates and doing a million and a half dollars. You can triple your results with this. That’s why I say if we have a secret sauce, it’s this one. So hope this helped you put it into use.

And report back to me. Please let me know how this is working for you. I would love to hear from you. Please text me anytime. All right, Just let me know how this is working for you.You can text me anytime at 260-217-4619. I would absolutely love to hear how this is working for you. And then make sure you hit subscribe. Hit subscribe so you don’t miss next week’s episode. Guys, we’re going to share some powerful lessons.Powerful, powerful lessons from a multimillion dollar affiliate launch that we just ran as you do not want to miss this episode. So if you haven’t hit subscribe yet, make sure you do wherever you listen to podcasts. All right? Apple Podcasts, Google podcasts. Wherever hit subscribe.

Don’t miss a thing. I’ll see you then. Thank you so much for listening today. Remember to check out all of our deep dives into affiliate marketing at TheAffiliateGuide TV. And if you have a question, ask it at AskTheAffiliateGuide.com who knows, maybe you even be featured on an upcoming episode. And lastly, if you haven’t yet, make sure to leave a rating and review wherever you’re listening to this episode.