Start with the role, not the title
A proposed “agent” role may mean publishing recommendations, helping a community or carrying out specific administrative tasks. Ask the appointing party to name the product, the audience, the work and the person responsible for account or support questions. If the role is described only through a title or screenshot, you do not yet have a reliable scope.
The referral-role guide separates publishers, appointing businesses and product operators. That distinction matters before you agree to represent anyone publicly.
Read the written scope before accepting
- Identify the parties. Record the legal or business names, covered product and the party that can change or end the role.
- Define the permitted work. Separate introductions, content publishing, member help and any account task. Do not infer one from another.
- Read the commercial terms. If there is a benefit, find the exact eligible event, exclusions, unit, timing, correction process and responsible payer. Do not copy another person's arrangement.
- Check publication rules. A private agreement may describe a role without permitting every claim or channel. Check the product, advertising and brand rules for the actual message.
Keep the version you read and the date it applied. The referral formula worksheet explains why a tracked event and an approved payment require different evidence.
Prepare one message a reader can verify
State what the product is, what you actually know, and who handles the next step. Check every objective claim against a current primary source. If the recommendation may benefit you, state the actual connection alongside it. If commission for an eligible sign-up is the actual arrangement, an example is “I receive a commission when an eligible user signs up through this link.” A paid sponsorship or gift needs a description of that different arrangement.
Open the destination before publication. Read its headline, sign-up steps, conditions and next available actions. A harmless link label can lead to a page with a different offer, and the reader will judge the combined journey. Do not promise approval, safe participation or results you cannot substantiate.
Match the disclosure to the channel
On a narrow screen, swipe within the table. With a keyboard, focus the table and use the left and right arrow keys.
| Channel | Make the relationship visible | Check before sending |
|---|---|---|
| Article or post | Put the actual connection near the recommendation and link, where a reader will see both. | Source, destination and the site or community's promotion rules. |
| Video or stream | Disclose inside the content, not only in its description. Use audio and visual disclosure so more viewers notice; repeat periodically in a live stream. | Whether a viewer joining late or watching without the description will still understand the connection. |
| Direct message | Explain the relationship in the message itself before the link. | Permission to contact, the channel's rules and a way to stop further outreach. |
The placement guidance comes from the US FTC's Disclosures 101 and Endorsement Guides FAQ. It is a useful example of readable disclosure, not a single global legal standard. Seeking consent before direct outreach is a recommended practice; the legal requirements vary.
Keep a correction trail
Save the exact message, its disclosure, the destination and the sources used for factual claims. Record where and when it appeared. If a product page, role or agreement changes, revisit the published message and update or remove claims that no longer fit. A click report or screenshot is not a substitute for the approved terms or a payment record.
Frequently Asked Questions
Where do I apply to become a poker agent?
There is no universal application. First identify the business and product behind a particular role, then use that party's verified process. This guide does not provide an application or promise that any role is available.
What should a written role description include?
It should identify the parties, covered product, permitted tasks and claims, benefit or compensation basis if any, record owner, duration, change rules and dispute contact. A missing term should be resolved with the responsible party rather than guessed.
Is a disclosure in a video description enough?
No. For a US-directed endorsement, FTC guidance says the disclosure should be in the video, not only its description. Viewers are more likely to notice it in both audio and video. A live-stream disclosure should be repeated periodically. Check rules for the actual audience and channel.
Can I send a referral link to everyone in my contacts?
Use channels that permit the material and contact people who expect or have chosen to receive it. Respect opt-outs. Consent-first outreach is a sound practice; specific legal obligations depend on the place and channel.
What if the destination changes after publication?
Recheck the new destination and any old message pointing to it. Correct or remove a claim that no longer matches what readers see, and preserve the change record.
Sources and limits
Primary examples: the FTC's Disclosures 101 and Endorsement Guides FAQ, reviewed 27 September 2026. They address US endorsement disclosure, including affiliate links, video and live media. This article supplies a general role-review workflow; it does not verify an available role, approve a campaign or determine requirements for every jurisdiction.