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  1. Documentation /
  2. Affiliate For WooCommerce

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 from your Woo account.
  2. Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded.
  3. Activate the extension.

More information at: Installing and Managing Plugins.

Enable plugin updates

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Please follow the steps listed here to enable plugin updates for Affiliate For WooCommerce.

Setup and Configuration

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Upon activating Affiliate for WooCommerce, you will see a welcome page. It explains how to use the plugin.

Settings for Affiliate For WooCommerce

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Find in detail here.

Make a user as an affiliate

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There are three ways in which you can make a user as an affiliate:

By individual user

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You can make a user as an affiliate from All users > edit user. Check ‘Is Affiliate?’ and click on ‘update user’.

By user role

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You can make users from a particular user role as affiliates. Go to WooCommerce > Settings > Affiliate > Affiliate Users Roles. Select the user role and save settings to make them as an affiliate.

By registration form

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You can use a shortcode [afwc_registration_form] on any page or post on your site. This will show the registration form to visitors on your site and they can request to join your affiliate program.
Read more: Create an affiliate registration form to let users sign up for your affiliate program

Affiliate’s dashboard and tracking

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Affiliate’s dashboard

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By default, each affiliate user will see a new Affiliate tab under their My Account. Read FAQ 1 for more information on how it works.

How to show the affiliate dashboard on a custom page?

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

Afterward, navigate to WordPress admin > WooCommerce > Settings > Affiliate page, and choose the custom page under the “Custom page for affiliate dashboard” setting, learn more.

The custom page will have all the data and functionalities of the affiliate dashboard.

Now we will learn more about the different tabs available in the affiliate’s dashboard:

a. Reports

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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
  • Total Commissions: It will show how much amount is paid and unpaid to an affiliate.
  • Gross Commission: Total revenue earned by affiliates along with the number of orders.
  • Refunds: Total amount refunded from the affiliate’s referrals along with a number of orders.
  • Net Commission: Total revenue affiliate is eligible for payout along with the number of orders less any amounts for discounts, refunds, reversals, and Taxes.
  • Sales: Total revenue earned by the store from affiliate referrals.
  • Clicks: Number of hits affiliate’s referrals have sent.
  • Conversion: Conversion rate for the affiliate.
  • Products: This will show the top products purchased with quantity and how much was earned for that product purchased via an affiliate’s referral link.
  • Referrals: This will show how much commission an affiliate has earned on each successful referral. It will show the date of a referral order, the referral customer’s name, referral commission, and payout status i.e. if the payout is accepted, rejected, or unpaid.
  • Payout History: This will show the payout done against your referrals.

Remove customer information

By default, ‘Referrals‘ show the name of the customer using which affiliate got a sale. The same information goes in the ‘New Conversion Received’ email to an affiliate. If you want to remove this information due to privacy concerns, then firstly, make sure you are using the latest version of the plugin. Then add the following custom code on your site (in either functions.php or a custom code plugin on your site. Read this to know more):

add_filter( 'afwc_account_show_customer_column', 'is_show_customer_name' );
function is_show_customer_name() {
    return false;
}

b. Profile

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Here affiliate users will find all information about their affiliate i.e. affiliate id, affiliate link, coupons (Read FAQ 3 for more information), and enter their PayPal email address for payouts.

Profile of affiliate user
Profile of affiliate user

Referral URL generator

Affiliate users can also generate a custom affiliate link using the ‘Referral URL Generator’.

The affiliate just needs to enter the path of the page to generate a custom referral link and share it with their audience.

c. 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 marketing material – images, banners, swipe files, etc. added within the campaign.

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

Learn more on setup and usage from here – How to create affiliate marketing campaigns

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 affiliate commission is calculated for an order?

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Affiliate for WooCommerce plugin automatically marks 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 later review them and mark them as ‘Paid’ after paying to 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
  2. How to set different affiliate commission rates for affiliates
  3. How to set different affiliate commission rates for product or product category
  4. How to set different affiliate commission rates for affiliate tags
  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 multilevel referral/multi-tier affiliate program

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 and check all the processed payouts
  2. How to update commission status as paid/unpaid/rejected
  3. How to pay store credit as an affiliate commission
  4. How to manually payout commission via bank transfer
  5. How to pay reward points as affiliate commission

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

Customizing Affiliate For WooCommerce

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How to override the templates

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?

Developer Documentation

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How to calculate commission for custom order statuses

FAQ

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View frequently asked questions from here.

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

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.