Affiliate For WooCommerce

Affiliate For WooCommerce helps add and manage affiliates and track performance from a single place – commissions, sales, payout, leaderboard, etc. Earn money without hard work. Increase your brand outreach, and get potential customers.

Installation

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  1. Download the .zip file of the Affiliate for WooCommerce plugin from your Woo account.
  2. Go to WordPress Admin > Plugins > Add New and upload the file you downloaded.
  3. Activate the plugin.

More information at: Installing and Managing Plugins.

Enable plugin updates

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Follow this doc to manage and enable plugin updates for Affiliate For WooCommerce.

You can also install/update manually by following the steps mentioned here. No plugin data will be lost during this.

View our changelog.

Onboarding: Setup and Configuration

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Upon activating the plugin for the first time, the onboarding process will guide you through the initial setup of the plugin. Please refer to the Onboarding Guide.

Affiliate for WooCommerce Settings

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You can configure various settings of the plugin from WordPress admin > WooCommerce > Settings > Affiliate.

Visit here to learn more about all the settings.

How to make a user an affiliate?

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There are three ways to make users as affiliates:

By individual user

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  1. Go to WordPress admin > Users > All users (learn more).
  2. Search for the user you want to make an affiliate.
  3. Click on the Edit link for the user.
  4. Under the Affiliate For WooCommerce settings section, check the box next to Is affiliate?.
  5. Click Update user to save the changes.

By user role

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You can make users of any user role as affiliates by following these steps:

  1. Go to WooCommerce > Settings > Affiliate > General.
  2. In the Affiliate user roles setting, select the user roles.
  3. Click Save Changes.

By registration form

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You can allow users to sign up as affiliates via the affiliate registration form. Simply add the [afwc_registration_form] shortcode to any page or post, and the affiliate registration form will appear.

You can also build a custom affiliate registration form with Elementor Form Builder or Contact Form 7.

Learn more: Create an affiliate registration form to let users sign up for your affiliate program.

Affiliate dashboard

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By default, affiliates can log in from the My Account page on your site, and access their dashboard from the Affiliate tab. Read FAQ 1 for more information on how it works.

If you are using a custom affiliate dashboard page, it will show a login form where affiliates can log in and access their dashboard.

How to show the affiliate dashboard on a custom page?

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To show this affiliate dashboard on a custom page, simply add the shortcode [afwc_dashboard] to the page, and publish it.

Then, go to WordPress admin > WooCommerce > Settings > Affiliate’s Account and select the page in the Custom page for affiliate dashboard setting.

Different tabs of the affiliate dashboard

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Reports

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Affiliates can view different records, and various performance metrics on their dashboard.

It will show data on how much traffic and referrals an affiliate has sent along with a few KPIs (Read FAQ 2 for more information).

Reports for affiliate in their account
Affiliate Reports

KPIs

  • Visitors: Number of people who visited through the affiliate’s referrals.
  • Customers: The number of customers who purchased via affiliate’s referral. 
  • Conversion: Conversion rate for the affiliate based on visitors turned customers.
  • Revenue: Total revenue earned by the store from affiliate’s referrals.
  • Gross Commission: Total revenue earned by the affiliate along with the number of orders.
  • Net Commission: Total revenue the affiliate is eligible for payout along with the number of orders less any amounts for discounts, refunds, reversals, and Taxes.
  • Paid Commissions: The amount of commission paid to the affiliate.
  • Unpaid Commissions: The amount of commission is not yet paid to the affiliate.

Recent Referrals

This shows a list of 5 recent referral records. To view all the referral records, click on View all.

The shows the Date, Order ID, Commission amount, Payout status (i.e., Paid/Unpaid/Rejected), and the Campaign ID through which the order was received (if applicable).

Add customer information

By default, referrals don’t show the name of the customer who placed the order via referral.

If you want to add this information, add the following custom code on your site (Read this to know how to safely add custom code to your site):

Note – make sure you are using the latest version of the plugin.

add_filter( 'afwc_account_show_customer_column', 'sa_show_customer_name' );
function sa_show_customer_name() {
return true;
}

Upon using the above code, the customer name will be included in the Affiliate – New Conversion Received email too, which goes to an affiliate when an order is placed using their referral link/coupon.

Top Products

This shows a list of the top 5 products sold via the affiliate’s referral. To view all the products sold, click on View all.

The includes the product name, quantity, and the amount earned from that product.

Recent Payouts

This shows a list of 5 recent payouts sent. To view the payout history, click on View all.

By default, the includes the date, paid amount, payment method used to send the payout, and notes if any.

If the payout invoice for affiliates is enabled as explained in this doc, it will show the option to print the payout invoice too.

Profile

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Here affiliates will find all their information, like referral details (i.e., affiliate identifier, referral link, referral coupons), referral link generator, payout settings (select payout method, enter PayPal email address, connect Stripe, and more), etc.

Read FAQ 3 for more information.

Profile of affiliate user
Profile of affiliate user

Referral link generator

Affiliate users can generate custom affiliate links using the Referral link generator.

The affiliate just needs to enter the path of any link present on your site like pages, products, etc to generate a custom referral link and share it with their audience.

Network

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This tab is visible when the multi-tier affiliate program is enabled and the affiliate has child affiliates.

Your affiliates can view the tree of their child affiliates from here.

Campaigns

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Once your marketing campaigns are created and active, your affiliates will find the generated campaigns here.

Clicking on a campaign will show all the details of the campaign along with the promotional materials – images, banners, swipe files, etc. added within the campaign.

Affiliates can use these materials and promote your brand/products.

Learn more: How to set up affiliate campaigns with marketing assets and other resources.

You can learn more about customizing the dashboard area for affiliates from here: How to customize an affiliate’s account.

Tracking for store admin

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Store admin can see a detailed overview of each affiliate’s activity.

Admin Dashboard to view all Affiliate activity
Admin Affiliate Dashboard

How is affiliate commission calculated for an order?

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Affiliate for WooCommerce plugin automatically marks the commission status for various orders based on the order status. Here’s how the commission statuses are calculated/marked for orders:

  • For paid WooCommerce order statuses (Processing, Completed), the commission status will be marked as Unpaid. The store admin needs to review these later and mark them as Paid after paying the affiliates.
  • For rejected WooCommerce order statuses (Refunded, Cancelled, Failed), the commission status will be marked as Rejected.
  • But for those orders wherein the order is placed but payment is not received yet (Pending, On Hold), the commission status will be marked as Draft.

Orders with commission status as Draft will not be considered while calculating KPIs.

Locate, customize, and share an affiliate referral link

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How to find, customize and share an affiliate referral link

Create and assign coupons to affiliates

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  1. How to create and assign coupons to affiliates
  2. How to bulk assign coupons to affiliates

Create and assign tags to affiliates

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How to create and assign affiliate tags

Commission plans

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  1. How to create affiliate commission plans (commission types)
  2. How to set affiliate specific commission rates
  3. How to set product or product category specific commission rates
  4. How to set affiliate tag/affiliate group based commission rates
  5. How to set different affiliate commission rates for subscription parent orders or renewal orders

Set up a multilevel/multi-tier affiliate program

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How to set up a multi-tier affiliate program/multi-level marketing (MLM)

Lifetime commissions

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How to set up lifetime commissions

Assign/unassign an order to an affiliate

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How to assign/unassign an order to an affiliate

Commission payout

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  1. How to payout commissions to affiliates (PayPal or Manual) and check all the processed payouts
  2. How to update commission status as paid/unpaid/rejected
  3. How to manually payout commission via bank transfer
  4. How to pay reward points as affiliate commission

Pay commissions via Stripe

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How to pay affiliate commissions via Stripe

Pay commissions as a Coupon

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  1. How to pay affiliate commission as a coupon
  2. How to pay store credit as an affiliate commission

Pay commission automatically

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How to set up and process automated commission payouts for affiliates

Payout invoice

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How to generate and print commission payout invoices

Export affiliate data to CSV

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How to export affiliate data to CSV

Search affiliates by filters

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How to search affiliates based on affiliate’s status, commission status, and tags

Affiliate landing pages

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How to create and assign affiliate landing pages

Affiliate performance summary email

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How to send monthly performance summary emails to affiliates

Troubleshooting

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How does Affiliate for WooCommerce plugin work with caching

Customizing Affiliate for WooCommerce

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How to override the templates

Developer Documentation

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  1. How to calculate commission for custom order statuses
  2. How to assign a custom user role to an affiliate

How to guides

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How to customize (show/hide content) the affiliate’s account?

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You may want to add some information or remove some existing information from an affiliate’s account.

The plugin enables the customization of the Reports and Profile tabs for the My Account > Affiliate page. Both tab’s content can be customized through template overriding.

Visit here to learn more about template overriding.

Restrict affiliate commission for products on sale

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How to restrict affiliate commission for products on sale

How to generate terms and conditions for affiliates and share them with affiliates?

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Affiliate Program Terms and Conditions

Compatibility with Smart Coupons

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Affiliate for WooCommerce is compatible with the Smart Coupons plugin. Learn more:

  1. How to automatically apply a discount to the user when they visit with an affiliate referral URL?
  2. How to bulk assign coupons to affiliates?
  3. How to pay store credit as an affiliate commission?

FAQ

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View frequently asked questions from here.

Demo

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Want to try/test the plugin before purchasing? Test it on our live demo:

Pre-sale questions

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Have a question before you buy it? Please fill out this pre-sales form.

Support

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Already purchased and need some assistance? Get in touch with the developer.

Feature request

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Have a feature request or enhancement suggestion for Affiliate For WooCommerce? Submit it from here: Submit a feature request.