OSI Affiliate software now gives you the capability to easily register all of your customers and contacts for your affiliate program through email using the Mailchimp email marketing automation software.

To take advantage of this great feature follow the steps below.

Step 1. Create a spread sheet file of your customers containing their first name, last name and email address as shown below.

Step 2. Email the file you created above in Step 1 to support@osiaffiliate.com and request that we generate special sign up links for each person in your list.

Step 3. Receive the newly generated CSV file from our support team which should now look something like this:

Step 4. Login to your Mailchimp account here:


Step 5.  Click on the "lists" link on the top navigation and click the "Create List" buttons shown below.

Step 6.  Fill in all the fields to create your list shown below and click "Save".

Step 7. Click on "Add Contacts" and then drop down to "Import Contacts"

Step 8. Select the "CSV or tab-delimited text file" option and click "Next".

Step 9. "Browse" in the CSV file which was sent back to you from our support team and click "Next".

Step 10. Map the "first name", "last name" and "email address" fields by clicking the "Save" button below each.

Step 11. Select "Edit" under the sign up link field and select to create a new field of type "Website", then click "Next".

Step 12. On final confirmation screen, select your subscription options and then click "Import".

Step 13.  Now that you have the contacts imported, you can setup your email campaign to email these customers. Click "Campaigns" and then "Create Campaign"

Step 14. Click the "Create an Email" option.

Step 15. Enter Campaign Name and click "Begin"

Step 16. Click "Add Recipients" and then select the list you previously imported.

Step 17. Click buttons to "Add From" address and "Add Subject"

Step 18. Click the "Design Email" button.

Step 19. Select your email template option and then click "Next"


Step 20. Add your desired text for the email and then select the "Merge Tag" then select the "sign up link" to have the sign up link appear wherever you want in the email.

Step 21. Now that the sign up link merge tag appears in the email, just review and click "Save & Close"

Step 22. You are now ready to send out the email to promote your referral program to all your customers. Click "Schedule" or "Send" to send out message or you can click the "Finish Later" link to finish the campaign later.

Step 23. Once you send out the email and it is received by your customers, if they click the special link in the email, it will take them to the special page shown below where all they have to do is set a password and it will immediately log them in so they can start referring people to you. There is no long registration process for them. You may also customize the page below with your own logo and text.