Skip to main content
A milestone links a goal to a reward: when an affiliate reaches the referral or revenue target you set, Referly moves them onto the commission plan you choose. This page walks through adding one. For the bigger picture, see the milestones overview.

​
Before you start

A milestone always upgrades affiliates onto a commission plan, so the plan you want to reward them with needs to exist first. If you haven’t built it yet, set it up under commissions — or create one on the spot while adding the milestone, using the + Create new plan link in the dialog.

​
Add a milestone

1

Open Affiliate Milestones

Select Affiliate Milestones in the left sidebar. You’ll see your existing milestones as cards, starting with Milestone 1 (your default).
2

Pick a group (optional)

If you want this milestone to apply only to a specific affiliate group rather than your whole program, choose it from the group selector at the top right. Otherwise leave it on Default Group.
3

Choose Add New Milestone

Select the Add New Milestone tile at the end of the grid.
4

Give it an emoji and a name

Click the circle at the top to pick an emoji, then type a Milestone Name — something your affiliates will recognise, like Bronze, Silver, or Gold. Both are required.
5

Choose the commission plan

Under Commission Plan, search for and select the plan affiliates should be upgraded to when they reach this milestone. This is the reward — it can pay a higher rate, run longer, or be a non-cash plan like a coupon or credits.
6

Set the upgrade conditions

Under Upgrade Conditions, tick Number of Referrals, Revenue Generated, or both, and enter the target for each. See below for how the two combine.
7

Create the milestone

Select Create Milestone. It’s added to the ladder right away.
As soon as you save, any existing affiliate who already meets the conditions is upgraded to this milestone and its commission plan automatically — unless they’re exempt from milestone changes.

​
Setting the upgrade conditions

You can require a number of referrals, an amount of revenue, or both:
  • Number of Referrals — the minimum number of referred customers the affiliate needs.
  • Revenue Generated — the minimum revenue the affiliate needs to have driven, in your program’s currency.
When you turn on both, you choose how they combine:
  • Any — the affiliate reaches the milestone as soon as they meet either target.
  • All — the affiliate must meet both targets to reach the milestone.
Set your milestones so each one is harder to reach than the last. Referly always places an affiliate on the highest milestone they qualify for, so the ladder should climb from your standard terms up to your most generous.

​
The default milestone is different

Milestone 1 is your default — the starting point for every affiliate. You can rename it and change its emoji, but its conditions (zero referrals and zero revenue) and its commission plan are fixed, because it’s the baseline everyone begins from. Every milestone you add sits above it.

​
Edit or remove a milestone

Hover over any milestone card to reveal its edit (pencil) and delete (trash) icons. Editing opens the same dialog so you can adjust the name, plan, or conditions. Deleting a milestone renumbers the ones above it and re-checks where each affiliate belongs. The default milestone can be renamed but not deleted.

Milestones overview

How milestones work and what affiliates see as they climb.

Setting up commissions

Build the commission plans a milestone upgrades affiliates onto.

Non-cash rewards

Reward a milestone with a coupon or account credits instead of cash.

Affiliate groups

Give a specific group its own set of milestones.
Last modified on July 21, 2026