Affiliate for WooCommerce Onboarding Guide

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.

The plugin simplifies your onboarding by guiding you through the initial setup. This ensures your affiliate program is ready to go in just a few easy steps.

This documentation will guide you through the onboarding steps.

Once the plugin is activated, you will be taken to the start page of the onboarding process with the following two options:

• Get Started (Recommended): Begin the step-by-step onboarding process.
• Skip Setup and Go to Dashboard: Bypass the setup process and go directly to the plugin’s dashboard (WordPress admin > WooCommerce > Affiliates > Dashboard).

We recommend following the step-by-step onboarding process, as it helps to ensure that the elementary setup is done for your affiliate program.

The onboarding process consists of 4 simple steps:

1. Affiliate Setup.
2. Basic Settings.
3. Commissions.
4. Emails.

Note – 

1. You can skip any step during the setup by clicking on the ‘Skip’ option at the bottom, which will take you to the next step.
2. Once you are done with making changes in any step, click on ‘Save & Next’, so it saves your changes in the current step and goes to the next step.
3. The final step will have the option to ‘Finish and Go to Dashboard’.

In this step, you’ll configure how affiliates will be created using the following options:

• Affiliate Registration Form: Enable an affiliate registration form that allows users to sign up directly for your affiliate program. This form can be displayed on your website. Visit here to learn more about setting up an affiliate registration form.
• Individual Users: You can make yourself (the store admin) an affiliate to test the setup (learn more).
• User Roles: Choose specific user roles (such as “Customer” or “Subscriber”) that will automatically become affiliates. This allows you to make affiliates based on user role (learn more).

In this section, you’ll set up the foundational settings for your affiliate program:

• Enable Use of Referral Coupons: Enable this so you can assign coupons to your affiliates, that they can share with their customers for referral purposes.
• Enable Affiliate Self-Refer: You can keep it enabled to allow your affiliates to earn commissions on self-purchases.
• Enable Personalized Affiliate Identifier: Enable this to allow your affiliates to personalize their referral links.
• Cookie Duration: Set the expiration (in days) of the cookies, for how long they will stay inside the visitor’s browser, ensuring affiliates get credit for sales within that time frame.
• Change Tracking Param Name: By default, the tracking parameter in the affiliate link is ‘ref’. You can change it to anything.

This step allows you to define the default commission rate for your affiliates. Visit here to learn more about the Storewide Default Commission.

Additional customization options for commissions can be done using different commission plans.

You can enable or disable email notifications related to your affiliate program (learn more) in this step.

By the end of the above 4 steps, the onboarding process is completed!

For further adjustments or refinements, you may access the settings page to adjust or refine the setup as needed.

Also, you may visit the plugin documentation, for detailed information on features and advanced options.

To finish the setup, click on ‘Finish and Go to Dashboard’, which will take you to the plugin’s main dashboard where you can start managing your affiliate program.

Although there isn’t a direct option, you can revisit/retake the onboarding process by modifying your WordPress admin URL by following these steps:

1. Go to your WordPress admin area.
2. Take your admin URL (e.g., https://example.com/wp-admin).
3. Add the following segment to the URL: admin.php?page=affiliate-for-woocommerce#!/onboarding.
4. Your final URL should look like this: https://example.com/wp-admin/admin.php?page=affiliate-for-woocommerce#!/onboarding.
5. Press Enter, and you will be redirected to the onboarding process.

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