VMS 2026 Kickoff
Start with an overview of Valued Merchant Services, available business solutions, and how the organization supports merchants and its independent team.
Watch VMS Kickoff 2026 →
Affiliate training at Valued Merchant
Services begins with the essential onboarding
resources. First, learn the affiliate referral
process and complete your foundational training.
Next, use this hub for product education,
approved marketing materials, CRM assistance,
and practical referral strategies. You can return
whenever you need a guide or a quick answer.
Affiliate Training & Resources
Affiliate Training Hub
Start here if you're new. Come back whenever you need marketing materials, referral training, product information, or CRM help. This page brings the most useful affiliate resources together so you can find what you need faster.
Affiliate partner training · Self-paced
learning and referral resources
New affiliate
Start with the foundational sessions.
Learn the referral process first.
Actively referring
Use Most Used Tools and product guides
to identify merchant opportunities.
Need a resource
Search the training library or browse
the approved marketing tools.
Required First Step
New Affiliate Training: Start Here First
Follow this learning path before beginning your referral activity. Learn the company, understand the affiliate role, and review the program's current qualification rules. Then use the resources below to develop your knowledge at your own pace.
Understand the Affiliate Program
Learn how affiliate introductions differ from selling merchant services. Review the current opportunity, compensation structure, and qualification requirements.
Review Affiliate Program →Credit Card Processing 101
Learn payment-processing fundamentals, common merchant needs, and what makes a business worth referring to the VMS team.
Open Processing 101 →Learn How Referrals Work
Understand how to introduce a merchant, submit an opportunity through the approved process, and allow VMS to handle consultations and closing.
Review Referral Process →Get Your Marketing Resources
Find approved images, brand assets, brochures, and other materials for communicating about VMS professionally.
Open Affiliate Resources →Review Your Agreement and Get Started
Before making referrals, understand your signed Affiliate Agreement, applicable commission rules, and approved procedures. Contact onboarding if you need assistance.
Contact Onboarding →
Affiliate role clarification:
Affiliates introduce potential customers
to VMS. They are not required to deliver
merchant sales presentations, manage
accounts, or provide technical support.
Actual compensation and referral
qualification are determined by the
current signed Affiliate Agreement.
Quick Access
Most Used Affiliate Tools
Return here for your most frequently needed links. These tools support referrals, business conversations, marketing, and CRM access.
Daily Affiliate Workflow
How to Make a Qualified Merchant Referral
Your role is to recognize a potential business need and create an introduction. VMS takes responsibility for consultations, product explanations, closing, and ongoing merchant support.
01
Recognize a Need
Listen for problems involving payment costs, equipment, POS systems, business financing, or operations.
02
Make the Introduction
Use the approved referral process. Share accurate merchant information and make sure the business is interested in being contacted.
03
Let VMS Take It Forward
The VMS team reviews merchant needs and recommends appropriate solutions. Qualifying business activity may create compensation under the current Affiliate Agreement.
Important:
A name, click, or casual expression of
interest is not automatically a
qualified referral. Follow the current
agreement and approved procedures.
If you need referral submission
instructions, contact onboarding.
Find the Training You Need
Affiliate Training By Need
Find training guides for payment processing, merchant needs, business solutions, networking, and referrals. Use the search bar above or select a topic to narrow the library.
Browse all training guides.
Introduction to Affiliate Partnerships With VMS
Understand the basic affiliate model, the services you may introduce, and the relationship between referrals and merchant activity. Older compensation examples may differ from current program terms.
Credit Card Processing 101
Learn the basics of credit and debit card acceptance, common merchant challenges, and reasons business owners explore payment solutions.
Creating a Passive Income Stream
Learn about recurring merchant revenue and how eligible referrals may provide residual income. Historical payout examples are not substitutes for the current Affiliate Agreement.
The Power of Storytelling in Affiliate Marketing
Learn to communicate real business problems and relevant services through natural, informative conversations.
Selling EMV/NFC Terminals Without Selling
Recognize merchants who may benefit from chip-card and contactless payment equipment.
Positioning iPad and Tablet POS Systems
Explore industries that may benefit from tablet-based point-of-sale solutions and how to identify a referral fit.
Mobile Payment Solutions
Learn to recognize merchants who need to accept payments away from a fixed checkout counter.
ATM Machines: Opportunities for Affiliates
Identify business locations that may be suitable for ATM services.
Gift and Loyalty Card Programs
Recognize opportunities to help businesses encourage repeat visits and gift card sales.
Check and ACH Processing for B2B Businesses
Learn when bank payments and electronic checks may suit business-to-business transactions.
Ecommerce Payment Solutions
Identify businesses that need online checkout, virtual terminals, and other ecommerce payment options.
Identifying Working Capital Needs
Learn how expansion, inventory, equipment, and cash flow needs may indicate a business financing opportunity.
Websites and Mobile App Development
Recognize merchants who may need improved websites, mobile apps, or digital commerce solutions.
Content Marketing Referrals for Creators
Explore ways authors, bloggers, publishers, and online creators can recognize business-service opportunities.
Payroll and HR Solutions
Understand how to identify businesses that may benefit from payroll and HR services.
Social Media Marketing Services
Recognize common marketing challenges and when a business may need professional digital support.
LinkedIn Networking for Affiliate Growth
Learn professional networking techniques to develop business referral relationships.
Objection Handling for Non-Sales Affiliates
Answer common merchant questions and understand when a specialist should continue the conversation.
Building Your Personal Brand
Develop a trusted professional reputation and communicate your value to business owners.
Hosting Webinars and Workshops
Explore educational sessions as a way to connect with business owners and introduce relevant VMS services.
No affiliate training resources match your search.
Try another term or select All Training.
Some training topics were listed
on the original Affiliate Training
page without a working resource link.
These remain identified in the library
so their URLs can be added when available.
Your Working System
CRM Access and Training
Use your assigned VMS CRM access to manage applicable contacts and referral-related follow-up. The CRM Training page includes lessons on contacts, calling, tasks, and other system features.
If you have completed the required onboarding and need credentials, text CRM to 208-243-0818 .
Scripts & Tools
Affiliate Marketing and Business Resources
Find the approved materials available to affiliate partners when making business introductions and sharing information about VMS.
Affiliate Images, Logos, and Tools
Access the VMS affiliate Google Drive folder with available branding and promotional materials.
Open Affiliate Assets →Digital Business Card
Review the existing VMS digital business card template.
Open Business Card Template →Business Card Requests
Use the existing form for business card requests, changes, or reorders.
Open Card Request Form →VMS Business Services Brochure
Review the existing brochure explaining payment and business solutions.
Open Digital Brochure →
Affiliate income calculator:
The original training page listed this as
coming soon. It has not been presented
as an active tool here.
Affiliate training materials are educational. Referral qualifications, commissions, residual rights, profit-share calculations, and payouts are determined by the current signed Affiliate Agreement and applicable compensation terms. Older training guides may contain historical examples that no longer reflect current program terms.