PocketSmith
PocketSmith’s program lets publishers promote its personal-finance and budgeting software using a unique referral link or supplied marketing assets. Affiliates earn a percentage of the subscription fee when a referred user signs up for a paid PocketSmith plan, with commissions continuing on future payments from that customer. PocketSmith describes the program as free to join and promotes it to bloggers, web marketers, social-media publishers, and others who help audiences improve their financial futures. PocketSmith supports more than 12,000 financial institutions across 49 countries, according to its official affiliate page.
Overview
Commission & Conversion Tracking
How PocketSmith calculates commissions and tracks conversions.
- Commission plans
- Multiple commission options available: 30.0% recurring (Monthly Subscription), 25.0% recurring (Quarterly Subscription) and others. Select the plan that aligns with your promotional strategy.
Tracking
Attribution model | Likely last-click referral-link attribution through Tapfiliate; PocketSmith’s official documentation confirms unique-link and marketing-asset tracking but does not explicitly label the attribution model |
Tracking method | Tapfiliate affiliate-tracking software using unique referral links and referral links embedded in banners or other marketing assets; the public documentation does not confirm pixels, postbacks, or server-to-server tracking |
Cookie duration | 30 days |
Promotional Tools and Resources
Materials and resources provided to support your promotion efforts
BANNERS | Yes |
TEXT LINKS | Yes |
SUPPORTS DEEP LINKING | Yes |
- More info about marketing materials
- Unique referral link, Affiliate dashboard and tracking through Tapfiliate, PocketSmith-provided banners, Text links, Other provided marketing assets referenced in the official affiliate documentation
Program Rules, Approval and Restrictions
Guidelines and limitations you need to follow when promoting PocketSmith
SOCIAL MEDIA ALLOWED | Yes |
EMAIL MARKETING ALLOWED | |
PPC ALLOWED | |
Trademark Bidding | |
GEOGRAPHIC RESTRICTIONS | No specific affiliate-promotion country exclusions were identified. PocketSmith states that its product supports more than 12,000 financial institutions in 49 countries. Product availability, financial-institution support, privacy requirements, and tax/payment eligibility may vary by country. |
COUPON SITE ALLOWED | |
TRAFFIC MINIMUMS | None publicly stated |
- Approval process
- Unknown approval. Complete the affiliate signup form., Provide account details requested by the affiliate platform., Use the unique referral link or approved marketing assets when promoting PocketSmith., Promote PocketSmith through an owned or controlled platform such as a blog, website, newsletter, social profile, or educational channel., Maintain compliance with the affiliate agreement and applicable advertising-disclosure laws., No public traffic minimum, minimum audience size, or six-month publishing-history requirement was identified.
- Other restrictions
- Affiliates must use their unique referral link or PocketSmith-provided marketing assets to receive credit. The public documentation does not provide a complete prohibited-practices list. Confirm rules covering trademark use, PPC, couponing, incentivized traffic, brand bidding, misleading claims, unsolicited email, paid social, and promotion to existing PocketSmith customers.
Payouts and Payment Methods
How earnings are paid out and which methods are supported
Payment frequency | OnDemand |
Payout currency | USD |
Minimum threshold | $100 |
- More payout info
- PocketSmith credits commissions when a referred user subscribes to a paid PocketSmith plan through the affiliate’s unique referral link or an approved marketing asset. Commissions continue on future subscription payments from that referred customer. The official documentation reviewed does not publish a complete payment-clearing timetable, reversal policy, payment threshold, or payment-method schedule.; Schedule: Monthly, reportedly subject to a $100 minimum; exact issue date and clearing period are not published in the official documentation reviewed
Payout methods
PocketSmith overview
- Company
- Pricing model
- Subscription / Freemium
- App types
SUPPORTED PLATFORMS
Affiliate Platform Overview
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