How to create affiliate commission plans

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

How to set up a storewide commission rate? How to assign a higher or lower commission rate than the storewide commission rate to some affiliates? How to assign commissions based on product categories?…

Affiliate for WooCommerce plugin allows you to create all the above and other use cases by creating a commission ‘Plan’.

Whether you want to assign different commissions for different products, assign commissions based on product categories, assign commission only on the first product and not other products in a sales order, and many other scenarios…create an affiliate commission plan, set rules and you are good to go.

How to create commission plans

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  1. Go to WordPress admin > WooCommerce > Affiliates > Plans.
  2. Click on the “Add a Plan” button at the top right.
  3. Enter a name for the plan inside the box on the top next to “Name”.
  4. Set up commission rates.
  5. Set up commission rules.
  6. Set up actions.
  7. Select “Active” from the drop-down next to the name to make it in use.
  8. Click on the ‘Save’ button at the top right to save any changes.

How to set up commission rates?

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The commission rate is what an affiliate will earn when they refer a sale to your website.

You can set it up under the “Commission” section.

  1. Enter commission rate
  2. Select type of commission – Percentage (%) or Flat (store currency)

How do percentage and flat rate commissions work?

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Percentage commission calculation works on the order’s subtotal. It excludes any taxes, shipping costs, and discounts from coupons.

A flat rate commission is to pay a fixed price without depending upon the order value.

Affiliates get a fixed rate even if the order amount is lesser. You can set up actions to give a flat rate per matched item or for a single matched item.

In the Storewide Default Commission plan, a flat rate works per order.

How to set up a commission for a multi-tier program?

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If you have a multi-tier affiliate program, you can set up commission rates for multiple tiers under “Multi-level commission? How many tiers?”, by entering the number of tiers, and rates for different tiers.

By default, the number of tiers is set to 1 as the main commission rate works for tier 1, who referred the sale.

How to set up commission rules?

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Commission rules are the conditions based on which the commission plan validates affiliate commission for any order.

All rules stay inside rule groups.

What is a rule group?

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A rule group holds different rules that can validate your commission plan, present under the “Rules” section.

You can have as many rule groups as you want, and there should be at least one rule group present in the plan.

How to add or remove rule groups?

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You can add multiple rule groups by clicking on the “Add another group” option, present at the bottom right of each rule group.

When you have more than 1 rule group, you can remove one by clicking on the “Remove this group” option.

How to validate a commission plan based on multiple rule groups and rules inside them?

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At the top of all rule groups,

  • Select “When > all > rule groups pass” to validate the commission plan only when all rule groups are satisfied. This is essentially an “AND” rule.
  • On the other hand, select “When > at least one > rule group passes” to validate the commission plan only when a minimum of one rule group is satisfied. This is essentially an “OR” rule.

Similarly, each rule group can be validated based on the rules inside them.

  • Select “This group is a ‘pass’ when > all > of the following rules are true” to validate the commission plan only when all rules inside a rule group are satisfied.
  • Alternatively, select “This group is a ‘pass’ when > at least one > of the following rules are true” to validate the commission plan when at least one rule inside the rule group is satisfied.

How to add or remove rules inside a rule group?

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There should be at least one rule present in each rule group and you can add multiple rules by clicking on the “Add a rule” option, present at the left bottom of each rule group.

When you have multiple rules, you can remove one by clicking on the minus sign, present next to any rule.

How to set up different conditions for validating a commission plan using rules?

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You can add the following conditions using rules to validate a commission plan for an order:

How to set up rules for affiliates?

  1. Select “Affiliate” from the dropdown of the rule.
  2. Choose “any of” to give a commission to selected affiliates. Use ‘none of’ to prevent commission for specific affiliates.
  3. Search affiliates by their name/username/email in the box that says “Search for an affiliate”, and select them.

Please visit this documentation to learn more.

How to set up rules for a group of affiliates using affiliate tags?

You can set rules for a group of affiliates using affiliate tags. Please visit the following documentation to learn more: How to create commission plans for different affiliate tags?

How to set up rules for products and product categories?

  1. Select “Product” / “Product Category” from the dropdown of the rule.
  2. Choose “any of” to give a commission on selected products or product categories. Use ‘none of’ to prevent commission on them.
  3. Search in the box that says “Search for a product” or “Search for a product category”, and select them.

Please visit this documentation to learn more.

  1. Select “Referral Medium” from the dropdown of the rules.
  2. Choose “any of” to give a commission for any specific referral medium. Use ‘none of’ to prevent commission on it.
  3. Click in the box that says “Select a medium”, and choose from the two options Link/Coupon.

How to set up rules based on the first order of a customer?

You can set rules based on whether the referral order is the first order of a customer.

  1. Select “First Order” from the dropdown of the rule.
  2. By default, it’s selected “Yes”, which means it’s the first order of the customer. You can change it to “No” by clicking and selecting the option which means it’s not the first order from the customer.

How to set up rules based on the user role of a customer?

You can set rules based on the user role of a customer.

  1. Select “Role” from the dropdown of the rule.
  2. Choose “any of” to give a commission for any specific user role. Use ‘none of’ to prevent commission on it.
  3. Click in the box that says “Select a user role”, and choose from the dropdown of user roles.

How to set up rules for Subscription parent and renewal orders?

The Affiliate for WooCommerce plugin is compatible with the WooCommerce Subscriptions plugin.

You can set rules based on Subscription Parent orders, and Renewal orders.

Please visit the following documentation to learn more: How to set different affiliate commission rates for subscription parent or renewal orders.

How to set up commission plan actions?

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The commission plan actions determine how the commission will be calculated on different items of a referral order.

You can set them up under the “Actions” section.

How does the “Apply to” action work?

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When you have a referral order with multiple products, there could be different products that are validated by one commission plan, and you can choose to apply commission either on all the products or on the very first product.

  • “all matching products in the order” – select this option to calculate the commission on all the products of the order that are validated by this commission plan.
  • “only the first matching product” – select this option to calculate commission only for the first product that is validated by this commission plan.

Please note, that in the flat rate commission, selecting the first option will calculate the commission on a per-item basis. It will multiply the number of items by the commission rate you’ve set. Alternatively, opting for the second option will calculate the commission on a single item.

How does the “And then, for remaining products in the order…” action work?

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This action determines how the commission calculation will work for the products that are not validated by the commission plan.

For example, If there are four products in an order and the current commission plan matches with one product, then this action will determine how the commission will be calculated for the remaining three unmatched products using the following options:

  • “continue matching commission plans” – this option will continue matching other commission plans and their rules based on which it will calculate the commission.
  • “use default commission” – this option will give storewide default commission value
  • “apply zero commission” – this option will give 0 commission

Storewide Default Commission

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By default, a plan named “Storewide Default Commission” will be created to manage the storewide commission rate, and its default value is 0.

 This plan is validated when no other commission plan is applicable for an order.

You can click on it to change its value or set a percentage or flat rate commission under “Commission”.

The default commission plan doesn’t have the option to add rules.

If you have a multi-tier affiliate program, set up commission rates for multiple tiers under “Multi-level commission? How many tiers?”, by entering the number of tiers, and rates for different tiers.

By default, the number of tiers is set to 1 as the main commission rate works for tier 1, who referred the sale.

Note: Storewide Default Commission plan is a mandatory plan and can’t be deleted.

Edit / Pause / Delete commission plans

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  1. Go to WordPress Admin > WooCommerce > Affiliates. Click on Plans at the top. Select any plan to edit it.
  2. To pause a plan, use the ‘Draft’ option from the drop-down at the top and click on the Save button.
  3. Use the delete icon just left to the ‘Save’ button to delete a plan.

Sorting commission plans

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While calculating affiliate commission, plans are validated one after the other, starting from top to bottom, present on the Affiliates dashboard under the Plans.

Consider a case where there are two commission plans applicable – a $50 commission and a 25% commission. Both the plans are arranged one below the other under the Plans section, with the $50 commission plan at the top.

Now, if you want to apply the 20% commission plan first and then apply the $50 commission plan, arrange the plans accordingly by simply moving the plans above/below one another.

Here’s how to sort commission plans:

  1. Go to WordPress Admin > WooCommerce > Affiliates. Click on Plans at the top.
  2. Use the drag-and-drop functionality to arrange the commission plans as you wish.
  3. Click on ‘Save Order’ once done.

Note: The storewide default commission plan will always be at the bottom and won’t be sortable.

Commission plans examples

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Consider we have chosen a Plan like this:

  1. Commission – 30%
  2. When > all > rule groups pass
  3. This group is a “pass” when > all > of the following rules are true.
  4. Affiliate – John or Chris
  5. Product – Red Hoodie
  6. Multi-level commission? How many tiers? – 1
  7. Apply to – only the first matching product
  8. And then, for remaining products in the order… – apply zero commission

This means when a customer purchases a red-colored hoodie and glares in a single order using John’s affiliate link, John will get a 30% commission on the hoodie but zero commission for the glares.

Consider the same example above with a slight change. We have chosen a Plan like this:

  1. Commission – 30%
  2. When > all > rule groups pass
  3. This group is a “pass” when > all > of the following rules are true.
  4. Affiliate – John and Chris
  5. Product – Red Hoodie
  6. Multi-level commission? How many tiers? – 1
  7. Apply to – all matching products in the order
  8. And then, for remaining products in the order… – use default commission

This means when a customer purchases a red-colored hoodie and glares in a single order using Chris’ affiliate link, Chris will get a 30% commission on the hoodie and a storewide commission (say you have set it at 20%) for the glares.

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.