Getting Started with Affiliate and Referral Program

This guide takes you from activating Affiliate and Referral Program for WooCommerce to your first paid commission: create the affiliate pages, decide how affiliates join, set a commission rule, and follow one referral all the way to a payout. Every other guide in the documentation builds on these steps.

What activation sets up for you

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On activation the plugin creates an Affiliate Dashboard page containing the [rtwapwcm_affiliate_page] shortcode — the page your affiliates will log in to — and adds an Affiliate & Referral item under WooCommerce in your admin menu. All configuration happens there, in one screen with its own left-hand menu.

The Affiliate & Referral admin screen with its left-hand menu: Dashboard, Affiliates, Manage Referrals, Commission, Advanced Features, Multi-tier (MLM), Payouts and more.
The plugin’s admin menu

Step 1: Confirm your affiliate pages

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  1. Go to: WooCommerce > Affiliate & Referral > Advanced Features > General.
  2. Select Affiliate Page: choose the page that carries the [rtwapwcm_affiliate_page] shortcode — usually the auto-created Affiliate Dashboard page.
  3. Affiliate Signup page: optionally choose a separate page carrying the [rtwapwcm_aff_reg_page] shortcode if you want registration on its own URL. Leave it unset to show the registration form on the affiliate page itself.
  4. Save Changes.

Step 2: Decide how affiliates join

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Anyone can apply from the registration form, and logged-in customers see a Become an Affiliate button on the affiliate page. You control what happens next:

  • Affiliate Verification (on Advanced Features > General) – turn this on to review every application yourself. New affiliates wait until you approve them on the Affiliates screen. Leave it off and affiliates are active immediately.
  • Automatically register user as affiliate on purchase – turns every new buyer into an affiliate. Useful for stores that want every customer promoting from day one.
The affiliate registration form on the storefront with username, email, phone and password fields and a Register button.
The affiliate registration form

Step 3: Set your first commission rule

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  1. Go to: WooCommerce > Affiliate & Referral > Commission.
  2. Under Commission for All Products, set Commission Type to Percentage or Fixed and enter a Commission Amount.
  3. Save Changes.

That single rule pays every affiliate the same rate on every product. When you are ready for per-product rates, per-affiliate deals, or time-limited promotions, the How to Set Up Referral Commission Rules guide explains every rule type and which one wins when they overlap.

The Commission Settings screen with Commission for All Products set to Percentage and an amount entered.
A store-wide commission rate

Step 4: Follow the first referral

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  1. An approved affiliate logs in to the affiliate page and copies their referral link.
  2. A customer opens that link and places an order. The visit and the sale are recorded automatically.
  3. Go to: WooCommerce > Affiliate & Referral > Manage Referrals — the commission appears as a pending row.
  4. Approve the row. Approval is the moment the commission is credited to the affiliate’s wallet.

You can skip manual approval: on the Commission screen, set Affiliate Referral Automation to Completed or Processing and commissions approve themselves when the order reaches that status.

Step 5: Pay your affiliates

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Approved commissions accumulate in each affiliate’s wallet. Affiliates request withdrawals from their dashboard, and you send the money from WooCommerce > Affiliate & Referral > Payouts — in bulk via PayPal, through the free Stripe add-on, or as recorded bank transfers. The Pay Affiliates via PayPal, Stripe and Bank guide covers each method, and Pay Affiliates with Store Credit and Wallets explains the wallet itself.

The Payouts screen listing withdrawal requests with affiliate name, amount, status and the Approve selected PayPal payout button.
Withdrawal requests ready to pay

Where to go next

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FAQ

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Do my affiliates need a special user role?

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No. Affiliates are ordinary WordPress customer accounts with affiliate status attached, so an existing customer can become an affiliate without a new account.

When exactly does an affiliate get their money?

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In two moments: the commission is credited to the wallet when you (or the automation) approve the referral, and it leaves the store when you send a payout. Nothing is paid out automatically.

Can I test the flow myself?

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Yes — register a test affiliate, open its referral link in a private browser window, and place a small order. The pending row in Manage Referrals confirms tracking end to end. Note that by default an affiliate ordering through their own link also earns commission; turn on Restrict commission on own referral on the Commission screen to prevent that in production.

Referral tracking runs in the visitor’s browser with JavaScript. Aggressive script blockers or cache configurations that strip query strings can prevent a visit from being recorded — worth knowing before you promise affiliates every click will count.

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