Documentation

Affiliate Program For WooCommerce

Affiliate Program for WooCommerce helps you run an affiliate program inside your WooCommerce store. Affiliates can share referral links, promote selected products, use assigned creatives, track visits and commissions, and request withdrawals when they are ready to be paid.

Store owners can manage affiliate applications, set commission rules, view reports, review withdrawals, and pay affiliates through PayPal or manual bank transfer depending on the payout settings.

Who is this plugin for?

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Use this plugin if you want customers, partners, influencers, bloggers, creators, or sales representatives to promote your WooCommerce products and earn commission for qualifying referred orders.

You do not need coding knowledge to use the plugin. Most setup is handled from the WordPress admin area.

What Affiliates can do?

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Approved affiliates can:

View their affiliate dashboard from **My Account > Affiliate Center**
Copy their referral link
Share their link on enabled social channels
View clicks, visits, conversions, and referred orders
Use assigned creatives and promotional links
View coupons assigned to them
Save PayPal or bank payout details
Request withdrawals when withdrawals are enabled
Review past withdrawal requests

What Store Owners/Site Admins can do?

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Store owners and administrators can:

Enable or pause the affiliate program
Set global commission rules
Set product-specific and category-specific commission rules
Enable affiliate registration
Approve or reject affiliate applications
Add existing WordPress users as affiliates
Create new affiliates from the admin area
Create and assign creatives
Track clicks, visits, referred orders, and conversions
Review pending withdrawals
Pay affiliates through PayPal payouts or manual bank transfer
Customize affiliate emails
Enable reCAPTCHA on the registration form

Requirements

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It requires an active WooCommerce store, WordPress administrator access, properly working My Account and Checkout pages, products to promote and working WordPress email delivery.

PayPal payouts are for the one who has appropriate PayPal credentials as well as an eligible payout account. Any manual bank transfers are done outside of WordPress.

Install and activate

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Download the installable extension file (ZIP) from your WooCommerce.com account.
Login to WordPress Admin, click Add New Plugin, and then Upload Plugin. Other versions have an Add New option.
Choose the installable ZIP and click Install Now.
If you have WooCommerce installed, click Activate Plugin.
Click on Open Affiliate Program and then click start the setup wizard when prompted.
Verify Pages for the published Affiliate Registration page with [apf_affiliate_registration].
Check WooCommerce ‘My account’ page to see if it’s set up and appears normally.
Before sharing actual referral links, go through the launch walkthrough.

Navigation and access

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After activation, the plugin adds an Affiliate Program menu in WordPress admin.

There are FAQ, Settings, Reports and Dashboard in the top level Affiliate Program menu.

Affiliate Program > Dashboard: Track program performance, progress in setting up the program, attention items, income, funnel, affiliates, payouts, and traffic.

Reports > Requests: Review applications; add an existing user or create an affiliate

Reports > Affiliates: Search affiliates, review balances and links, open affiliate details

Reports > Creatives: Create, assign, edit, delete and view promotional links

Reports > Clicks: Analyze click summaries and detailed technical logs

Reports > Visits: Find all visits by date, conversion status and affiliate identifier

Reports > Payouts: Review requests, invoices, approval states, and payment actions

In Settings, you can navigate to General, Registration, Sharing, Payouts, Emails, Coupons, Shortcode, Security, and MCP Integration.You can click on General, Registration, Sharing, Payouts, Emails, Coupons, Shortcode, Security and MCP Integration in the Settings section.

FAQ Built-in help, topic filters and documentation link

Additional awarded-order list with order and affiliate information: WooCommerce > Affiliate Orders

WooCommerce > Reports > Affiliate reports: affiliate activity/direct commission-payment surface

My Account > Affiliate Center: is an affiliate-focused dashboard and tools.

First-time setup wizard

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The wizard includes a Welcome screen, four configuration steps and a Finish/review screen. A legacy modal presentation might display the stages in different numbers.

Select Start setup, then click on Next and Back, and weigh all options before selecting Complete Setup. The draft for the current administrator is saved between steps and program options are committed at the end of setup. Any unfinished configuration will not be applied to the plugin options if you close or exit the program before completion. The dashboard helps identify Incomplete, Skipped, and Complete setup and offers to continue or revisit setup.

Program Rules

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Select Enable affiliate program, Commission type ( Percentage or Fixed), Default commission and Referral cookie duration (days). These are used to establish the base program and the base reward. Product and category rules are set up later in General settings.

The wizard has the ability to suggest alternate initial values from a blank settings screen. Be sure to explicitly enter and review your intended values, rather than take any value for granted.

Affiliate Registration

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Set the permissions for applications, and decide to either manually review applications or automatically approve applications. If you plan to use CAPTCHA, then check the box and fill in the site key, secret key and version under Settings > Security. If you just use the wizard without enabling CAPTCHA, it won’t provide Google login details.

The registration-mode portion of the wizard makes the selected affiliate roles Affiliate roles in the plugin. If the store chooses to use other roles, check out Select User Roles for Auto-Conversion after.

Referral Settings

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Enter the Referral parameter and set Affiliate key length (7 to 10) and add all the sharing channels like Facebook, Twitter/X, Email and WhatsApp. The preview shows you the structure, share a link from a real affiliate record.

Payout Setup

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Choose PayPal and/or Bank Transfer, set the minimum payout level and choose Pending or Approved as the starting payout status. Still to be reviewed in Settings are PayPal credentials, environment, invoice settings and detailed automation controls.

Complete set up and completion

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Check Program settings, Registration, Referral links and Payouts.
Click on edit link for any step that requires editing.
Clicking on Complete Setup will wait for the process to finish.
With the actions created, you can open the dashboard, add the first affiliate, share the registration page, view your settings, or read your documentation.
Click tracking is an explicit setting in Settings > General. The normal commission-award flow requires a unique visit in order for the claim to be accepted.
Check all advanced settings prior to launching.

General settings

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Go to the Open Affiliate Program > Settings > General. Make the necessary changes, click Save changes and leave when the saved notice appears! The following controls are grouped in the Settings screen.

Enable/Disable: Enable Affiliate Program Main program switch, General is off by default
Commission Type: Percentage or Fixed (default is Percentage)
Commission Amount: Commission rate or fixed amount (field default); 1
Max Number of Commissionable Orders: Limits the number of commissionable orders for a referred registered customer, field default: 1
Enable Category Based Commission On/Off: initially On, turns on category rule rows
You should use category rule rows to establish categories, percentage or fixed type, amount rules and to remove rows.
Enable Product Based Commission: Activates product rule rows; off initially
Product rule rows: Product, Percentage/Fixed type, amount removal, and row removal

Registration and user settings

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Enable Affiliate Registration: Shows the application form; General field is set to off.
Select User Roles for Auto-Approval: Specifies roles that the plugin uses for its affiliate-role workflow and frontend access checks.
Landing page for a general referral link: the field suggests the valid Shop page you can refer to.
Enable Auto-Approval: Automatically approve front-end applications as approved.

Use Reports > Requests > Add affiliate when adding a specific person.

Affiliate link and tracking settings

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Affiliate Key Length: 7-10 characters, defaulted to 7, and existing keys are not changed unless they are modified/regenerated.
Affiliate Key Cookie (days): Field default is 30 to reflect the intended duration of the referral period; see the option mismatch below.
Affiliate Key Name: URL query parameter; General field default affiliate_code; the wizard can use ref
Text Above Affiliate Link: Instruction displayed above the affiliate link
Enable Affiliate Click Tracking: Provides you with a log of clicks/visits – field default is off, enable for normal commission tracking
Unique Visit Timeout: Numeric value or add Seconds, Minutes, Hours, Days, Weeks, or Months; default 60 seconds
Delete Visits Log Older Than (days):
Retention value: field default 30; supplied runtime doesn’t implement a matching scheduled purge; Delete Visits Log Older Than (days)

Select User Roles for Auto-Conversion Specifies roles that the plugin uses for its affiliate-role workflow and frontend access checks

Leaderboard settings

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Enable from Engagement Settings: Allows the leaderboard to be shown

Scoreboard Standards: Top referrals, earnings or clicks

Leaderboard Reset Period: You can reset the leaderboard every week, month or quarter.

Leaderboard Display Limit: Leaderboard Display Limit (field default 10)

Affiliate Registration Fields

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Go to Affiliate Program > Settings > Registration.

The section enables the administrators to add and manage custom fields in the affiliate registration form.

The fields that are already present are shown in a table, with the following information:

Label: The name of the field to be shown on the registration form.
Field Name: The name of the field.
Type: Type of input.
Required: M Mandatory – the field is required to be entered.
Enabled: Controls the visibility of the field on the Registration form.
Hint: Provides a hint for the field when it is empty.
Sort Order: The order in which the field will appear.
Actions: Provides options for editing/deleting fields from the list.

Sharing Settings

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Store administrator can turn on social sharing features for affiliates in the Sharing tab. After activation, affiliates can promote their affiliates’ links on various social media from their own My Account page.

Social Sharing Options

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The following sharing buttons can be enabled/disabled:

Facebook: Connects with Facebook to enable affiliates to share their referral links directly on Facebook.

Twitter: Provides an option to post your referral link on the social media network, Twitter.
Email: Enables affiliates to share their affiliate link via email.
WhatsApp: Gives affiliates a means of sharing their referral links via WhatsApp.

How to Configure

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First, you need to head to Affiliate Program → Settings → Sharing.
3. Check the boxes to include social sharing options you would like to provide.
3. Press the Save changes button to save the settings.

Affiliate Frontend Experience

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After you enabled it, the respective social sharing buttons will be visible in the affiliate’s My Account page.

Affiliates can then:

Login in their affiliate account.
2. Click on affiliates in their My Account page.
3. Find their referral link and choose a sharing option.
4. Promote their referral link by the chosen platform.

Note: Sharing options will be limited to options enabled by the store administrator, and will not be available to affiliates if the store administrator disables them.

Payout Settings

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The Payouts tab allows the store administrator to configure how affiliates receive their commissions. You can offer PayPal payouts, manual bank transfers, or both. You can also configure automatic payout approval and processing.

1. Payment Environment

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Configure PayPal payment settings.

Enable PayPal Payouts: Allow affiliates to request and receive payments through PayPal.
Environment: Choose between the available payment environment (Live or Staging).
Live Client ID & Live Secret Key: Enter your PayPal API credentials to process real payouts.
Import Credential from WooCommerce: Import existing PayPal credentials from WooCommerce.

2. Bank Transfer

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– Enable Manual Bank Transfer: Allow the administrator to process affiliate payouts manually through bank transfers.

3. Default & Automation

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Configure the default payout method and automate payout processing.

Allow Affiliate to Choose Method: Let affiliates select PayPal or Bank Transfer when submitting a payout request.
Default Payout Method: Select the default payment method if affiliates are not allowed to choose.
Auto-process via PayPal: Automatically attempt PayPal payouts when a request is approved and eligible.
Auto-advance Status on Submit: Choose the status to which payout requests should automatically move after submission.
Auto-approve up to Amount: Automatically approve payout requests at or below the specified amount. Set to 0 to disable this feature.
Auto-mark Paid on Success: Automatically mark a payout request as Paid when the PayPal transaction succeeds and save its transaction ID.

How to Configure

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Go to Affiliate Program → Settings → Payouts.
Enable your preferred payout methods.
Add PayPal credentials if you want to process PayPal payouts.
Configure the default payout method and automation rules.
Click Save changes.

Affiliate Frontend Experience

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Affiliates log in and navigate to the Payouts section under My Account.
They submit a withdrawal request for their available commission balance.
If enabled, they can select their preferred payout method (PayPal or Bank Transfer).
The request is processed according to the administrator’s payout settings.
Affiliates can check the status of their payout requests.

Note: PayPal payouts require valid API credentials and a supported store currency. Manual bank transfers must be processed by the administrator.

Email Settings

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Using the Emails tab, the store administrator can tailor the look and messaging of his e-mails to affiliates. Customize the email message body, subject, and style with an email template and utilize dynamic tags to fill in relevant information.

Email Template Style

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Select the graphic style of affiliate e-mails:

Plain: Simple email format is used.
Aicoso: Provides email header and framed layout for emails, as per their Aicoso brand.

The selected style is used for emails sent to affiliate when activated, rejected, referred and paid out.

Affiliate Account Activation

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Edit email notification when affiliate account is activated.

Email Subject: Specify the activation e-mail subject line.
Edit the email message to be sent to the affiliate.

Dynamic tags like {user_login} can be used to automatically add affiliate account details, like {password}, {coupon} and {status}.

Payout Confirmation

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Make sure the email that affiliates are sent when their payout is successfully processed.

Email Subject: You can configure the subject line for the payout confirmation email.

Edit the payout confirmation message (in email content):

Dynamic tags that can be used are: {affiliate_name}, {payment_amount}, {currency}, {payment_method}, {transaction_id} and {payment_date}.

Referral Notification

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Adjust the message text in the email to affiliates when they get a new referral commission.

Email Subject – Set the notification subject that comes in the email.

Email Content: Make edits to the message that you will be sending to affiliates to inform them of their new referral and earned commission.

There are dynamic tags such as {affiliate_name}, {payment_amount} and {referral_name} available.

How to Configure

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In the Affiliate program, under Settings, select Emails.
Choose your preferred style of email template.
Tailor the subject and content to each type of email.
Place the tags you have available, wherever you wish to show automatic information.
Click Save changes.

Affiliate Frontend Experience

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These e-mails are automatically sent to affiliates when the related events occur:

Account Activation: At the time of activation of their affiliate account.

When their payout is completed successfully, they will receive Payout Confirmation.
Referral Notification: If they make a new referral commission.

Note: The dynamic tag names listed below the respective email editor should be used. The tags are automatically updated with the information when the email is sent.

Affiliate Coupons

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The Coupons tab allows the store administrator to automatically generate unique discount coupons for affiliates when they register. Affiliates can give these coupons to customers and promote sales.

Connect to the automatic coupon creation feature.Activated automatic coupon creation.

Enable Automatic Coupon Creation

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If this setting is checked, then a new affiliate will automatically receive a unique coupon upon registering.

Coupon Configuration

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Set up conditions for automatically created coupons and their restrictions.

Discount Type: Selects the type of discount (Fixed Amount or Percentage).
Discount Value: The amount and/or percentage offered off the original price.
Expiry (in days): specifies how many days the coupon is valid after it’s created. Leave blank if you don’t want the coupon to expire.

Usage Limit (Total): Maximum usages allowed for the coupon.
Usage Limit Per User: Set a number of times (excluding bulk sales) a single customer can utilize the coupon.
Coupon Name Format: Specify the format of automatically generated coupon names. Placeholders like {user_id} and {username} can be utilized.

How to Configure

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Go to Affiliate Program → Settings → Coupons.
Set up Automatic Coupon Creation.
Choose the type of discount and the amount of the discount.
Set expiry date for coupon and the number of uses.
Specify the name format for the coupons.
Click Save changes.

Affiliate Frontend Experience

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Step 1: User registers for the affiliate program.
Once created, the plugin creates a unique coupon (if you have the function activated) for the affiliate account.
3. The created coupon is linked to the affiliate.
4. The affiliate is able to get access to the coupon and share it with potential customers.
The discount will be applied during the checkout process, and customers can use the coupon by entering it at the checkout.

Note: Coupon generation will be automatic when signing up as an affiliate. The price discount, expiration and usage rules are based on the store administrator settings.

Shortcodes

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The Shortcodes tab contains shortcodes that you can use to display various features of the affiliate program on your WordPress pages, posts or compatible page builders.

Any shortcode can be copied and pasted anywhere it is desired that the corresponding feature be displayed.

Available Shortcodes

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Feature	Shortcode	Description
Displays the affiliate registration form.
Affiliate Orders	`[apf_affiliate_orders]`	Displays affiliate orders and referral history.
Affiliate Leaderboard	`[apf_affiliate_leaderboard]`	Shows an affiliate leaderboard of the performance of affiliates.
Referral Coupons	`[apf_referral_coupons]`	Displays referral coupon codes for affiliates.
Referral Orders	`[apf_referral_orders]`	Shows orders for affiliates’ referrals.
Click Tracking Report	`[apf_click_tracking]`	Displays affiliate click tracking data.
Affiliate Account Settings – `[apf_affiliate_setting]` – Shows affiliate account and payment settings.
This is a listing of the tools, banners and affiliate links that are provided for affiliates. `[apf_affiliate_tools]`
Conversion Tracking Report	`[apf_conversion_tracking]`	Shows conversion tracking information for affiliate referrals.

How to Use Shortcodes

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To get to Affiliate Program → Settings → Shortcodes, click here.
2. Locate the desired feature to display.
3. Click on Copy by its shortcode.
On WordPress, open the WordPress page/post to where you will post the feature.
Copy the shortcode and paste it into a Shortcode block or any other element that works with the page builders.
6. Publish/Update the page.

Frontend Experience

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When the page is published, visitors or logged in affiliates have access to the corresponding feature on that page depending on who the shortcode was designed to give access to and what the access requirements were.

Example: Copy and paste the code for the affiliate registration area, [apf_affiliate_registration] into a new WordPress page to create an affiliate registration area page. Then, the affiliate registration form will appear to the visitors on that page.

Security Settings

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You can use Google reCAPTCHA to prevent automated bot forms from submitting the Affiliate Registration Form and stop spam, by using the Security tab.

reCAPTCHA Settings

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Set up the reCAPTCHA to give another security measure for the affiliate sign up procedure.

Enable: Enable reCAPTCHA on Affiliate Registration Form: Enable this option to enable reCAPTCHA on the Affiliate Registration Form.
reCAPTCHA Version: Choose which version of reCAPTCHA you would like to use (such as reCAPTCHA v2).
reCAPTCHA Site Key: Please enter the Site Key given by Google reCAPTCHA.
reCAPTCHA Secret Key: Enter the Secret Key provided by Google reCAPTCHA that corresponds to the one entered above.

How to Configure

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First, log into Affiliate Program and then go to Settings → Security.
3. Add the text to the Affiliate Registration Form.
3. Choose the version of the reCAPTCHA you want to use.
4. Fill in Google reCAPTCHA Site Key and Secret Key.
5. Click Save changes.

Please create Site Key / Secret Key in Google reCAPTCHA Admin Console before configuring the settings.

MCP Integration

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After installing the plugin, you need to go to MCP Integration under the Settings tab of the plugin.Once installed, visit MCP Integration in the plugin Settings tab.
Link to an MCP compatible AI tool to search for affiliates, referral links, and commission and/or withdrawals. You may also let it approve applications, do other changes.
MCP is an acronym for Model Context Protocol. The WordPress MCP Adapter is used for linking your AI tool with the action you register to your plugin via the WP Abilities API.

Settings

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Enable MCP Integration: Turns on the plugin’s MCP integration. Read access and write access are independent of each other.

Enable Read Abilities: Lets the connected tool fetch affiliate information and reports.

Enable Write Abilities: Gives affiliates approval, editing and setting, and affiliate self-service writes.

Require Write Confirmation: Specifies that it wants to send confirm=true with a write request. Refer to “Confirming a change” below.

Allow Affiliate Self Read: Allow affiliates to view their profile, links, reports, withdrawals and assigned creatives.

Maximum Rows Per Page: Limits the amount of records returned on a page. Accepts 1–100.

Allow the creation of an Activity Log in MCP: Saves up to 100 write-action summaries into WordPress options.

Allow Payment Processing for MCP: Allows payments and PayPal payout-status recheck. This is not to mention if you don’t need those actions.

Use read access first, to test the connection and then give read / write access:

Click the Enable MCP Integration option.
Click on Enable Read Abilities.
Uncheck Leave Enable Write Abilities and Allow MCP Payout Processing.
Make sure to check Leave Require Write Confirmation.

Click Save changes. Return to this screen later to allow writing.

Connect your AI tool

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Step 1: Activate the MCP Adapter

First, you must turn on the MCP Adapter.The first step is to turn on MCP Adapter. If you want to install & activate the WordPress MCP Adapter, follow the instructions below.

WordPress MCP Adapter

Step 2: Create an Application Password

Move to Application Passwords.
Scroll down to Application Passwords.
Give the connection a name to identify it later, such as “Affiliate MCP”.
Click on Add New Application Password.
Copy the password that is generated and save it in a secure location.

On the connection settings use the password generated, not your WordPress login password. This is the tool that will serve as the account to be connected.

WordPress REST API authentication

Step 3: Copy the connection URL

Back in Affiliate Program > Settings > MCP Integration, find AI Client Connection Guide. Click and copy the address that is listed under MCP Adapter Endpoint. Typically, it’s something like this:

https://your-store.com/wp-json/mcp/mcp-adapter-default-server

Use your own address not the example domain or the address of the admin page.

Step 4: Add the connection to your AI tool

Open the MCP setting of your AI. Follow the directions on how to connect to the adapter and how to log in with WordPress. There is an example of a Node.js bridge in the settings page. If you have the bridge script, use this set up:

{
  "mcpServers": {
    "affiliate-program-for-woocommerce": {
      "command": "node",
      "args": [
        "/absolute/path/to/wordpress-mcp-basic-auth-bridge.mjs"
      ],
      "env": {
        "WP_MCP_URL": "https://your-store.com/wp-json/mcp/mcp-adapter-default-server",
        "WP_MCP_USERNAME": "YOUR_WORDPRESS_USERNAME",
        "WP_MCP_APP_PASSWORD": "YOUR_APPLICATION_PASSWORD"
      }
    }
  }
}

Fill in your own values:

command: Use node, or the full path to your Node.js executable.
args: The full path to the bridge script on the computer running it.
WP_MCP_URL: Paste the endpoint from your store’s MCP settings.
WP_MCP_USERNAME: Your connected WordPress account’s username.
WP_MCP_APP_PASSWORD: The Application Password for that account.

This example requires the wordpress-mcp-basic-auth-bridge.mjs file, which is not included with the affiliate plugin. Contact your developer or plugin support and request some script and setup information. It should be able to accept the above environment variables. Save the configuration, then restart the AI tool or reconnect the AI tool’s MCP server.

Check that the connection works

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Ask your AI tool: Run the “Check the MCP status for Affiliate Program for WooCommerce” check.

This request uses:

affiliate-program/get-plugin-status

Verify the answers for your plugin version, enabled settings and available abilities. Then say “show me the first 10 affiliates” or “show me my affiliate commission rules”, and see how that compares with WordPress.

Check the tool result for your store’s information. Directions for locating a report are no proof of a working connection.

For some versions of the adapter, discovery and execution tools are displayed instead of individual affiliate actions. Use the AI tool to find out the skills in the affiliate-program namespace.

Documentation for connecting to WordPress via MCP Adapter.

Available actions

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The following table shows the set of possible tasks. For more information on account permissions see section “Who can access the data?“.

Program information: See the connection status, program settings and commission rules, or search the plugin’s shortcodes.

Affiliates: Locate an affiliate, check their profile or balance and check their application.

Referral links: Obtain an affiliate’s primary referral link, or a link to a specific product or category.

Reports: View Clicks, Conversions, Commissions, Referred Orders, Top affiliates, and Daily clicks.

Withdrawals: View withdrawal requests, individual request details and payout logs.

Creatives and registration: Take a look at the creatives, campaigns and fields displayed on your affiliate sign-up page.

Administrative changes: Accept/deny applications, set up affiliate accounts, modify creatives & registration fields, and adjust settings associated with the integration.

Assignments: Connect an affiliate to a Coupon or Order.

Affiliate self-service: Ask for withdrawals or save bank information, PayPal e-mail, billing details and notification preferences.

Payout processing: Start a payout or recheck its PayPal status when Allow MCP Payout Processing is enabled.

Use matching dates, filters, and accounts when comparing reports. Each ability reads its own data source, so its results may differ from other dashboard totals.

Requests to try

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Replace the sample IDs and dates below with records from your store.

Review new applications: “List pending affiliate applications and show me each applicant’s details.”
Get a product referral link: “Get the referral link for affiliate user ID 123 and product ID 456.”
Review an affiliate’s commissions: “Show commission records for affiliate user ID 123 from October 1 through October 27, 2026.”
Check withdrawal requests: “List pending withdrawals with their amounts and payment methods.”
Approve an application: “Show me affiliate user ID 123’s application, then ask for my confirmation before approving it.”
Approvals need write access. If a lookup returns several affiliates, choose the right account before continuing.

Confirming a change

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When ready to allow changes, click the Enable Write Abilities button and save.

Leave Require Write Confirmation on. If a write is not yet confirmed, it returns a question without modifying the record. After you approve, the tool must resend the request with confirm=true.

Ask the tool to show the record it will change.
Verify the account, ID and proposed values.
Double check the action in the AI tool.
Allow the tool to raise the confirmed request. Review and (if necessary) open the record in WordPress.

The plugin checks the confirm value. You must ask your AI tool before you send it – the plugin does not also open a separate approval window in the chat.

Affiliate Dashboard

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The Affiliate Dashboard gives you a general view of the performance of your affiliate program, such as referrals, traffic activity, affiliate revenue, commissions, payouts, and more.

Setup Wizard

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If the setup is incomplete, the affiliate registration form, affiliate tracking, rules for commissions and payment options can be configured with the help of the Launch Setup Wizard. The Help Center button includes documentation for the plugins.

Date Range & Comparison

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To report on the period, use the Duration element and to compare it to performance in a previous period, use the Compare element.

Needs Attention

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Identifies key points that could need the attention of the administrator, including:

Pending affiliate applications.
Suspicious click activity.
Incomplete payout settings.

Examine and address these with the action buttons at your disposal.

Program Performance

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Shows important performance indicators such as:

Affiliate Revenue
Commission Owed
Referred Orders
Affiliate Conversion Rate
Pending Payout Requests
Pending Affiliate Applications
Active Affiliates
Needs Attention

Revenue Trend & Referral Funnel

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Revenue Trend: Shows the affiliate revenue for the chosen timeframe in daily or other time-oriented views.

Referral Funnel: Deals with the affiliate tracking journey such as clicks, unique clicks, conversions and revenue.

Affiliate Snapshot

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Introduces the overview of the activity of the affiliates, such as active affiliates, earning affiliates, top affiliate revenue, and other categories related to the performance of affiliates. Individual affiliate detail can be viewed by using View Affiliate.

Payout Snapshot

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Shows amounts of commissions owed, pending payout requests, approved unpaid amounts, processing amounts and paid or rejected payouts. Payout settings and payout history can be viewed.

Traffic Health Snapshot

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Offers analytics on tracking, such as total clicks, unique clicks, converted visits, non-converted visits, and conversion rate.

Click on the buttons provided to View Visits, View Clicks or Manage Creatives.

Affiliate Requests

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Administrator can view the data of the affiliate that has applied for to the site and approve or reject them via the Affiliate Requests section.

Request Overview

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Shows a summary of a list of affiliate applications:

Total Requests: Total number of applications from affiliates.
Pending: Applications under consideration.
Approved: You can apply for the affiliate program and it will be accepted.
Rejected: If an application has been refused.

Adding an Affiliate

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Administrators can use the Add Affiliate option to add an existing WordPress user to the affiliate program, or create a new WordPress user account that has affiliate access.

On the Affiliate Requests Page, click Add Affiliate to be taken to the form.

1. Existing User

If you already have a WordPress user, you can select them to be an affiliate here.

Click on the tab for Existing User.
2. Look a user up by name, username or email address.
In the search results, click on the corresponding user.
4. Click on Add as Affiliate to give the affiliate access.

2. New User

If you want to register a new WordPress account, you can do so with this option.

Please complete the following information:

Username: Type in a username for the new account.
Email: Enter the user’s email address.
Role: Choose the WordPress user role you would like to assign to the user. Other than this, Subscriber is recommended.
Password: Type of your password or enter none to automatically create one.
Send Account Email to User – This will send login instructions and a link to reset the password to the user.

Click Create Affiliate to make the account and assign the access to affiliates.

3. Cancel

If you do not want to add an affiliate, you can click on the Cancel button or the close icon.

Managing Affiliate Requests

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Requests table: the following information will be displayed:

ID: Unique ID of the affiliate request.

Name: Affiliate’s name.
Registered email address: – Email:
Status: The current progress of the application (Pending, Approved or Rejected).
Contact: Affiliate’s contact number.
PayPal Email: A registered PayPal email address.
(Click) Action: displays affiliate information and offers more action options.

Affiliate Details

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The Affiliate Details page lets administrators see and control one affiliate’s profile, account settings, payment information, referral links, commissions and promotional resources.

You’ll find this page under Affiliate Program → Reports → Requests, on the ‘three dots’ menu that appears when you hover over an affiliate.

1. Affiliate Overview

Displays key affiliate information:

An ID number given to the affiliate.
Registered: Affiliate’s registration date.
Current Balance: What balance is available now for your affiliates to use.

Total Earned: Total number of commissions earned.
Total Paid: Total amount paid to the affiliate.

In the top section, there’s a choice to do a Back to Affiliate Requests, Edit the profile, and also generate another affiliate key and reject the affiliate.

2. Profile Info

Displays the affiliate’s basic account information:

Username: WordPress username.
Contact: Affiliate’s contact number.
About: There’s more information from the affiliate.

3. Affiliate Options

Gives administrators control over each individual affiliate:

Status: View or change the affiliate’s status.
Affiliate Key: View/Change the referral ID.
Redirect Page: choose the page for which you want to redirect your affiliate referrals.
Default Rate: This is used to set the affiliate’s commission rate if they do not specify otherwise.
Turn On/Off Commission Emails: Enable or disable commission notifications.
Payout Emails – Enable/Disable Payout Emails.

To apply changes, click Save Affiliate Options.

4. Payment Methods

Shows the affiliate’s set payment details such as:

PayPal Email
Stripe Payouts
Bank Name
Account Number
IFSC Code

5. Referral Links

Shows the affiliate’s special link to share. Click on the Open Link to go to the referral link.

6. Latest Commissions

Shows the affiliate’s current commission history, comprising of Order ID, Commission Payout, Order Status and Date.

7. Latest Payments

Shows recent winnings and their value, payment status and payment method.

8. Assigned Creatives

Shows any promotional creatives the affiliate have been assigned, creative type and any corresponding coupon (if available).

9. Assigned Coupons

Shows the affiliate’s coupons which include:

A special code that is assigned by the school.

Discount: Type and amount of the discount.
Usage: Number of times the coupon has been used vs. the usage limit.

Search & Bulk Actions

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Search: Look for affiliate inquiries by name and/or email address.
Bulk Actions: Bulk application of available actions to be used for selecting multiple affiliate requests.

Bulk Processing: To select individual or all requests for bulk processing.

Sorting & Pagination

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To sort the records, click on the column headings.
Navigate between pages with the paging controls.
The number of records and page number is shown on the bottom of the table.

Affiliate Frontend Experience

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Visitor clicks on Affiliate Registration Form.
Appears the reCAPTCHA verification based on the selected version.
The visitor has to do the necessary verification.
The visitor fills in the registration form.

This will prevent automated spam registrations and make sure that registration requests are followed by an extra security check.

Affiliate Users

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The Affiliate Users section offers a general idea about registered affiliates, their referral links, activity, balances and statuses.

Filtering Affiliates

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Use the All Statuses drop down to filter affiliates by their status. To apply the selection click Filter.

Search Affiliates

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You can search for a particular affiliate in the search field. Type in the search word and press Search.

Affiliate Users Table

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The table shows the following information:

Affiliate: Show name of the Affiliate and username.
Registered email: Registered email address of the affiliate.
Referral Link: Link provided for an affiliate that is unique to him or her. You can copy or click on a link icon to access the referral link.
Affiliate ID: ID given to affiliate.
Total Referred: Total number of referrals to the affiliate.
Total Balance: The total available balance for all your affiliates.
Status: Affiliate’s account status (Pending or Approved).

Sorting & Navigation

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Click on the column headings to sort affiliate records, which have sorting indicators.
If there are page breaks in the affiliate list, use them to browse through.

Creatives

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The Creatives section enables the admin to make and manage promotional assets for affiliates such as product or category creatives with commission rules, coupons and links specific to affiliates.

Creative Overview

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Displays an overview of all the creative assets available:

Total Creatives: Number of creatives that have been created.

Images: Count of creatives based on images.
Text Ads: The number of text creatives.
Videos: Number of creatives working in video format.
Expiring Soon: Number of creatives that soon are about to expire and require review.

Adding a Creative

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Click Add Creative to add a new promo product for affiliates.

Creatives Table

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The table has the following information:

Name: What is the name of the creative?Name: What is the creative’s name?
Status: Current status (Draft, Active)
Type: Creative format (Text, Image or Video).
Applies To: If the creative is for products or categories.
Products / Categories: Shows the related products or categories.
of Affiliates: The number of affiliates that can view the creative.

Commission: Commission rule number given to the creative.

Expiry: Date or status of expiration.
Coupon (Configured): Associated coupon, if one exists.
Actions: Displays the available actions for viewing affiliate links, editing or removing the creative.

Click Tracking

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The Click Tracking section provides administrators with insights into how many affiliate clicks have been recorded, who the best affiliates are and what’s performing the best on the website, and a detailed click log to track and troubleshoot.

Click Overview

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Shows important click tracking statistics:

Total Clicks: The total number of affiliate clicks that are tracked.
Unique Clicks: The number of different clicks.

Unique Rate: Percentage of Clicks which are Unique.
Top Affiliate: Affiliate that has the most clicks.
Top Product: Highest Click-through product.

Filters & Export

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Narrow down click records by using the filters available:

Date Filter: Clicking it will filter the clicks for a chosen date range.
Affiliate: See how many times customers click on a certain affiliate or all affiliates.
Source = traffic source filter clicks.

Now click on Export CSV to download the data containing the filtered clicks.

Click Summary Overview

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Shows a summary of clicks and includes the following information:

The unique ID of the affiliate.
Product Name: Product name that is associated with the click.

Category: Product category.
Shop: References the source e.g. Store Link or Other.
Total Clicks: Number of clicks that have been recorded.
Unique Clicks: Unique number of clicks.
Last Clicked: Date and time that the most recent click occurred.

Detailed Click Logs

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Supplies individual click-tracking record for troubleshooting and analyzing.

The table includes:

Affiliate ID: ID of the affiliate that was clicked.
If there is, the product name will be given.
A product category that is associated with the product.Associated product category.
Shop: Traffic source.
Referring Page: URL of the page that the visitor came from.
UTM Source: Traffic source on the campaign.
UTM Medium: Marketing medium.
UTM Campaign: Name of the campaign.
Other: Gives a choice to display more click information.

Pagination

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Click summary records and detailed click logs are available on each table; use the pagination controls at the bottom of each table to navigate.

Visits

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The Visits section will enable administrators to see the affiliate visits to the site, to understand conversions and to view the links that have brought customers to the store.

Visits Overview

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Shows some of the important metrics of referral traffic:

Total Visits: Total number of visitors referred to this page.
Converted: Number of visits that led to a conversion.
Not Converted: Number of visits without a conversion.
Conversion Rate: The percentage of visitors that converted.

Filters & Export

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Apply the filters available to search for particular visit records:

Status: Filter visits according to their conversion status.
Select a date range From / To:
Affiliate ID: The traffic, which is generated by a particular affiliate.

Apply to apply selected filters; Clear to remove filters.

To download the visit records, click on Export.

Visits Table

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The table shows the following information:

Date: The date of the visit that is referred to.
Affiliate ID – ID of the individual who is affiliated to the site that is referring a user.
The URL of the store page that provides a link to get to the store.

Origin: Source the visit has come from.
Order ID: Associated order ID (if converted).
Amount: Order amount of the conversion.
Status: Shows whether the visit was converted or not.

Pagination

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To view the available visit records, use the paging controls at the bottom.

Click Add Field to add a new custom registration field.

Frontend Area

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Affiliates use the **Affiliate Center** inside WooCommerce **My Account**.

This area includes:

Dashboard
Visits
CTR Analysis
Affiliate Tools
Reports
Settings

Affiliate Dashboard (Frontend)

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Registered affiliates can use the Affiliate Dashboard to view their referral performance, get a look at earnings, create referral links, use promotional resources, and request withdrawals.

Affiliate Profile

Shows the affiliate’s name, registration date and unique affiliate URL. In the navigation menu, you have the option to access various sections of your affiliate account, such as Dashboard, CTR, Referred Orders, Creative, Report, Setting, Visit, and Withdrawal Log.

Performance Overview

Shows the affiliate’s important metrics:

Available Balance – Balance of available earnings.

Total Clicks: Total number of clicks that were received via referral links.
Conversion Rate: Percentage of clicks that convert.
Top Clicked Product: Product with the most clicks.
Most clicked category: The category with the most clicks.

There is a Request Withdrawal link for affiliates to submit a withdrawal request.

Affiliate Link

Displays the affiliate unique URL, can be copied and shared.

Social sharing options: Facebook, Twitter and Email.

Product Affiliate Links

Displays product-specific referral links along with their commission rates. Individual product links may be copied or shared to promote specific products by the affiliates.

Category Affiliate Links

Shows affiliate links for each category and commission rates. Affiliates may copy or share these links to market whole product lines.

Daily Sales Activity

Shows a chart of earnings that includes sales and commission information for a chosen time period. You can see different reporting periods in the dropdown by your affiliates.

Referral Coupon Codes

Shows offers that the affiliates can share with their audience. Each coupon has a coupon code, discount, and copy or share functionality.

Affiliate Leaderboard

Shows Affiliate Rankings by the number of clicks, so affiliates can see their referral activity compared with other participants in the program.
CTR (Click-Through Rate)

In the CTR section, affiliates can see the click, conversion, and CTRs of each link they are utilizing.

CTR Report Table

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The following information is shown on the table:

Link: The website address from which they come.
Sent Clicks: Number of clicks on the link.

Conversions: Number of clicks that resulted in conversions.
CTR (Conversion Percentage): Percentage of clicks that successfully convert, based on clicks and conversions.

Total Summary

All referral links including clicks, conversions and overall CTR are at the bottom row.

This report is useful to affiliates to determine which referrals are converting best and assess their promotional efforts.
Affiliate Report

Under the Report section affiliates are able to view their commission earnings, order activity, and account balance for a period of time chosen.

Date Filters

Select a reporting period in the From and To date sections.

Reset: Removes the selected date filters.
Export CSV: Exports the report in the CSV Format.

Report Table

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This report shows the following information:

Name: Name of the customer who is associated with the activity.

Order Total: Total amount of the referred order.
Activity: Details of the affiliate activity (e.g. commission on an affiliate order).
Date: Date of the activity.
Earnings: Commission received for the activity.
Total Balance: Affiliate balance before and after the activity.

Table Controls

Show Entries: How many records to show per page.
Search: To locate particular records in the report.
Sorting: Order records by column headings provided.

Pagination: Move between the pages of report records.

This area allows the affiliates to see their earnings history and watch their available balance decline and increase.

Referred Orders

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Referred Orders section is the place where affiliates can see the orders that were created because of their tracking link and keep an eye on the commission they get from these orders.

Order Status Filter

You can use the All Statuses dropdown to display orders by status. To view matching records, click on Apply Filters.

Referred Orders Table

As seen in the table below, the following information is provided:

Order ID: Unique identifier for customer order referred.

Status: Current status of the order, such as Completed or Processing.
Amount: Total amount ordered.
Commission: Commission achieved on the purchase.
Date: Date of the order made for referral.

Totals

The total order value and total commission from the orders listed in the table is displayed in the bottom row.

This section allows affiliates to track their sales and earnings from sending traffic.
Affiliate Settings

Settings

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In the Setting section, affiliates can adjust their payment data and bill particulars, and configure their e-mail notification choices.

Payment Settings

The affiliates can enter their PayPal e-mail address so that they can get the commission payouts.

To save the payment email address, click Submit.

Billing Information

The affiliates can enter their billing information for payment and/or invoicing.

Available fields include:

Invoice Date: Enter the date of the invoice.
Account Type: Personal or Business.
First Name & Last Name: Specify the account holder’s name.
Country / Region: Choose country / region.
City / Town: City or town where the user is located.
ZIP Code: Type in the zip code.
Street Address: Type in the billing address.

Click on Save to update the billing information.

Email Notifications

You can select the type of e-mail notifications you want to receive:

Commission Earned: Get an email when a commission is earned.

Withdrawal Paid: Get notified by email if there is a paid withdrawal.

To set the notification preferences, click Save Preferences.

How Referral Works

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A typical referral works like this:

1. An affiliate copies their referral link.

2. The affiliate shares the link with their audience.

3. A visitor clicks the link.

4. The plugin stores referral information in a browser cookie and logs the visit if click tracking is enabled.

5. The visitor places a qualifying WooCommerce order.

6. The plugin records the referred order and calculates commission.

7. The affiliate sees the commission in their dashboard.

8. When eligible, the affiliate requests a withdrawal.

Example:

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A skincare store wants beauty creators to promote a new product line. The store owner enables the affiliate program, sets a 10% commission rate, creates a registration page, approves selected creators, and gives them banners from the Creatives screen.

When a creator shares a referral link and a shopper buys through that link, the creator earns commission based on the order and the store’s configured rules.

Commonly asked questions (FAQs)

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Q1. What is an Affiliate?

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Go to the Affiliate Registration page and fill out the necessary information, then submit the application. After the administrator has approved your request you can log in to the affiliate dashboard.

Q2. How do I get my affiliate link?

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The individual link for each person is available in the Affiliate Dashboard. Make multiple copies of it and distribute to your followers to encourage referrals.

Q3. What are the ways I can measure clicks and conversions?

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Check for referral clicks, conversions and conversion rates in the CTR section and in the Visit section of your affiliate dashboard.

Q4. How do I know what orders I’ve been referred for and earned commissions?

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Click on Referred Order to see referred orders, their statuses, order amounts, and commissions earned. You will also see your earnings history at Report.

Q5. What would the withdrawal of a commission entail?

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After you have an eligible available balance, click on Request Withdrawal on your affiliate dashboard. Please ensure that your payment information is set up in the “Setting”.

Q6. What are the ways to change my payment information and email settings?

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Click on the Setting tab to change your PayPal email address, billing details and email notification settings. Click the Save or Submit button as appropriate to save your changes.

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