Affiliates for WooCommerce Plugin Documentation

Affiliates for WooCommerce is a powerful plugin that allows businesses to create and manage their own affiliate marketing programs. With this plugin, businesses can incentivize third-party websites and individuals to promote their products or services and earn a commission on every sale made through their referral.

The Affiliates for WooCommerce plugin is easy to install and set up, and it integrates seamlessly with the WooCommerce platform. Once installed, businesses can create and manage their own affiliate program using a simple and intuitive dashboard. This dashboard allows businesses to create affiliate links, set commission rates, track sales and earnings, and manage their affiliates.

The plugin also includes advanced tracking and reporting tools that allow businesses to monitor the performance of their affiliates in real-time. This includes tracking clicks, conversions, and commissions, as well as providing detailed reports on affiliate performance.

Affiliates for WooCommerce also make it easy to manage payments to affiliates. The plugin supports multiple payment methods, including PayPal and bank transfers, and allows businesses to set custom commission rates and payment thresholds for each affiliate.

In addition to these core features, Affiliates for WooCommerce also includes a range of additional tools and integrations that make it easy to customize and extend the functionality of the plugin. This includes integration with popular email marketing tools, such as Mailchimp and AWeber, as well as support for custom referral tracking codes and affiliate links.

Overall, Affiliates for WooCommerce is a powerful and flexible plugin that offers businesses a simple and effective way to build and manage their own affiliate marketing programs. Whether you’re looking to increase sales, drive traffic, or simply expand your reach, this plugin provides all the tools and features you need to succeed.

Why choose our plugin?

Since joining Envato Market in May 2020, our items got featured, received a 5 Star Review Average, and we have worked with 1000+ businesses and developers. We are humbled by the amazing support from the Envato community.

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All our products are meeting the WordPress quality standards including security, quality, performance, and modern coding standards. For this, We are also awarded with WP Requirements Compliant Badge by Envato for our CodeCanyon Profile.

Installation

The customer has to log in at the admin end in WordPress and in the menu section, he has to hover his mouse over the Plugins menu which brings out a submenu, and then click on the Add New submenu.

Then he needs to click on the Upload Plugin button to upload the plugin zip file.

After clicking the Upload Plugin button, you will be able to see the below image. Then click on the Choose File button to browse the plugin.

Then, when you select the Affiliates for WooCommerce plugin zip, your selected zip appears here. Then finally click on the Install Now button to install the Affiliates for WooCommerce plugin.

After installing the plugin, click on Activate Plugin to activate the Affiliates for WooCommerce plugin.

Admin End

Now click on Configuration to visit the configuration page of the plugin or you can also hover on the Affiliates admin menu, he/she is able to see several submenus. Click on the Configuration submenu to visit the configuration page.

General Configuration

Activate License

Here, You need to enter the purchase code to activate your license in order to use this plugin.

Enable WooCommerce Affiliates

Admin can enable/disable the module functionalities for the front end.

Default Affiliate Status

This affiliate status will be assigned to both newly registered affiliates and converted affiliates.

User Roles

Here, Admin can select user roles that will be able to become an affiliate. Leave empty if you don’t want to provide functionalities to any other user roles to convert them into affiliates.

Enable Affiliate Registration Fields on the WooCommerce Registration Form

Here, Admin can enable/disable the affiliate registration fields to appear on the WooCommerce registration form. You can disable this option if you want the affiliate registration to be done only from the affiliate dashboard page.

Affiliate Dashboard Page

This is used for the default affiliate dashboard page where you must have placed the affiliate dashboard shortcode manually. An affiliate dashboard page is already created via a plugin and is pre-selected here.

Primary Color

This is the color used for the styling of the affiliate dashboard page.

Enable Sidebar Widgets

Admin can enable/disable sidebar widgets to be displayed on the affiliate dashboard page.

Default Affiliate Dashboard

Admin can select the default affiliate dashboard page either as any custom page having the affiliate dashboard shortcode or the My Account page menu.

My Account Menu – Enable Affiliates Menu on the My Account Page

Admin can enable/disable the affiliates menu on the My Account page for the allowed users so they can use the affiliate functionality. Disable this if you want the affiliate dashboard functionality to be used via the Affiliate Dashboard page only.

My Account Menu – Endpoint

Here, the Admin can set the endpoint of the affiliate dashboard menu on the My Account page by which users can create events.

My Account Menu – Endpoint Title

Here, the Admin can set the title of the endpoint of the affiliate dashboard menu on my accounts page.

My Account Menu – Enable Sidebar Widgets

Here, the Admin can enable/disable the sidebar widgets on the affiliate dashboard menu on the My Accounts page.

Referrals Configuration

Query Variable Name

This query variable name is used to store referral tokens in the URL.

Default Referral Token

This is the default referral token used in the query variable for affiliates to earn commissions.

Allow Affiliates to Change their Referral Token

Admin can enable/disable the referral token change functionality from the affiliate dashboard. This allows “friendly” looking links – because affiliates can use their brand names.

Referral Cookie Name

This is the cookie name used to store referral tokens. This name should be as unique as possible to avoid conflict with other plugins. If you change this setting, all cookies created previously will no longer be valid.

Referral Cookie Expires After (in days)

Admin can set the cookie expiration time so that after the entered time, the referral cookie expires. Leave the field empty for no expiration.

Change referral cookie if another referral link is visited

Admin can enable/disable the referral token change functionality in the referral cookie if another referral link gets visited. This allows to override of the new referral token in the cookie if the user accesses the site using another referral link.

Delete the Cookies after Checkout

Admin can enable/disable the functionality to delete the referral cookie from the browser once the user places the order. This allows to deletion of the referral cookie once the customer places the order. Disable this option to allow the same affiliate to earn a commission for all future orders as well if there aren’t any new affiliate referrals.

Assign Coupons to Affiliates

Admin can enable or disable the functionality to assign the coupons to affiliates on creating or modifying it. This allows affiliates to promote your site via coupons so each order that contains the coupon will generate a commission for the affiliate.

Display Coupon Section on Affiliate Dashboard

Admin can select the appropriate option to whom you want to show the coupon section. Select whether to display the “Coupons” section to all affiliates or only to those affiliates that have any coupon assigned to them.

Send an email to the affiliate when a coupon gets assigned

Admin can enable or disable the send email functionality to affiliates when a coupon gets assigned. Enable to notify affiliates when any coupon gets assigned to their account.

Register Visits

This allows registering the visits of the affiliate referred URLs by users with their IP addresses in your database.

Re-register the same visit after (in seconds)

After the above entered time, if the same user visits the same referred url, re-register the visit. Leave empty to disable re-register.

Social Share – Allowed Options

Select which social media share options you want to enable in the “Link Generator” section on the affiliate dashboard. Leave empty for no social shares.

Social Share – Title

This is the title to be used in the Twitter and Pinterest social share.

Social Share – Text

Enter the text to be used in the Twitter, Pinterest, and WhatsApp social share. Use {referral_url} placeholder to display the affiliate URL.

Social Share – Pinterest Image URL

This is the URL of the image to use in Pinterest social sharing.

Commissions Configuration – Affiliates for WooCommerce

Affiliate Self Refer

This allows affiliates to earn commissions on their own orders. Disabling this option will not record a commission if an affiliate uses their own referral link/coupon during orders.

Default/Global Commission Rate (%)

This is the default commission rate for all affiliates. You can override this value in each Affiliates’ detail page.

Excluded Products

For these selected products, affiliates will not get any commissions. Leave empty if you want to give commissions for all products to affiliates.

Excluded Categories

For these selected categories, affiliates will not get any commissions. Leave empty if you want to give commissions for all products to affiliates.

Exclude Taxes from Commission Calculations

Enable this option if you want to calculate commissions for the affiliate without taxes.

Exclude Discounts from Commission Calculations

Enable this option if you want to calculate commissions for the affiliate without discounts.

Withdrawal/Payout Payment Methods

These are the available payment methods for the withdrawal or payout of the earned commissions for affiliates. You can select the payment methods which you want to provide to affiliates. All payments will be handled manually or externally by the system by Admin. You can also use our WooCommerce Wallet Management plugin for automatic payouts to the affiliates’ wallets.

Withdrawal Type

Choose how you want to manage the affiliate commission earnings withdrawal from the available options such as “Manually by admin”, “Manually requested by the affiliate” and “Automatically create a payout on a specific day of the month”.

Withdrawal Day

Choose any day of the month to pay commissions to all affiliates when the withdrawal type is selected as “Automatically create a payout on a specific day of the month”. Select any day between (1-28) for the monthly payment.

Payment Threshold

Enter any minimum threshold amount for the affiliate to earn in order to allow the withdrawal for these withdrawal types: “Manually requested by the affiliate” and “Automatically create a payout on a specific day of the month”.

Commissions’ days old

Enter the minimum number of days that should pass since the commission’s creation to allow it to be automatically paid. Leave empty to consider all commissions.

Shortcodes Configuration

Affiliate Registration Form

This is the shortcode used to display the affiliate registration form.

Affiliate Registration Form Content

Select the content to be displayed on the affiliate registration shortcode either “Login + Registration Form” or “Only Registration Form”.

Affiliate Dashboard

This is the shortcode used to display the affiliate dashboard.

Emails Configuration

Here, you can customize all the emails with the provided email content editor. This will allow you to change the text, colors, and images in the email template, as well as add custom headers and footers. Additionally, you can use HTML or CSS to customize the look and feel of the emails, or you can create your own custom email templates from scratch. Various placeholders are provided to use the dynamic data in the email and you can leave the mail content empty in order to disable that respective email.

Endpoints Configuration

Here, you can customize all the endpoints of the affiliate dashboard sections. This will allow you to add custom endpoints with titles and create custom URLs that can be used to access the specific section.

Analytics

This page provides detailed reporting and analytics to help website owners track affiliate performance and sales. This data can then be used to optimize your affiliate campaigns and identify the most effective strategies. Additionally, you can use analytics to track the effectiveness of individual affiliates, as well as the performance for any specific date or period. By tracking this data, you can ensure that you are making the most of your affiliate program and maximizing your profits.

Affiliates

This page allows website owners to recruit, approve, and manage affiliates. You can track affiliates’ earnings, paid and unpaid commissions, referral visits, commission, and conversion rates from this page. Affiliate statuses are also managed from here.

Affiliate Details

On clicking “View” for any affiliate, the website owner can view various details of the affiliate from here such as their earnings, commissions, and visits details. You can set up commission rates for each affiliate and manage affiliates’ accounts and withdrawal details.

Commissions

This page shows the commission details generated on the order after the successful referral by the affiliate. Once the order status gets changed to “processing” or “completed”, their respective commission’s statuses get changed to “pending” and once its payout gets completed, the commission’s status gets changed to “paid”. All status transitions are done automatically with the order and payout status transitions and also website owner can change the status of the commission manually as well. Admin can create the payouts for multiple commissions from here which can be for any withdrawal method of the affiliates. Various filters are provided to filter the commission results.

Payouts

Website owners can check the payouts from this page which gets generated manually by the owner, affiliate, or automatically on any specific day of the month. The owner can view various details of the payout from here, change the status, and filter the results as well.

Payout Details

On clicking “View” for any payout, the website owner can view various details of the payout from here such as created date, completed date, amount, withdrawal method, affiliate, and commission details. Admin can change the status of the payout from here and also can save the respective transaction ID from here. If the WooCommerce Wallet Management plugin is used for the withdrawal then the transaction ID will get generated automatically.

Create Payout

From this page, the admin can create payouts manually for all or selected affiliates with any reference and for any specific time period.

Top Products

Website owners can use this page to identify the best products of your affiliate program and can check their respective sales, earnings, and commissions. Additionally, you can filter the results to track the effectiveness of individual affiliates.

Visits

On this page, the website owner can view the details of the referral visits registered via referral URLs shared by the affiliates. Also, the admin can check which visit is successfully converted with an order and various filters are given to view the results.

Rules

On this page, the website owner can configure different commission rules that override the global or individual commission rate of affiliates. Priority is given to the product rules first then product category rules and then to the user role rules.

Registration Fields

This page allows website owners to customize the affiliate registration form to fit their branding and requirements. To show this form anywhere on the front end, use this shortcode ddwcaf_affiliate_registration_form_shortcode. Also, the registration form will be displayed on the affiliate dashboard page as well.

Add Field

On clicking the “Add New” button, website owners will see the below form by which they can add new fields to the affiliate registration form. By making the field “editable”, affiliates can edit the respective field from their dashboard.

Coupons

On the Marketing->Coupons submenu of the WooCommerce plugin, the admin can create coupons for affiliates so they can promote your site by giving discounts to other users and earning commissions.

Assign Coupon

Admin can assign coupon to affiliate from the General tab of the add new coupon page as shown below. Also, mail gets sent to affiliates if enabled for new promotion coupons.

Notification Email

WooCommerce Email Template

An email template is provided for the plugin which can be modified as per the requirements.

Affiliate End

Registration

On the affiliate dashboard page, users can log in into the site as well as register themselves as an affiliate by providing the necessary details configured by the admin.

Registered Users

If the user is already registered and visits the affiliate dashboard if the user role is allowed to become an affiliate then the same registration form fields will be displayed here and by filling it, any registered user can become the affiliate.

Pending Affiliate

After the successful registration for the affiliate program, the affiliate profile will be approved by the admin manually if the default affiliate status is changed to “pending” otherwise the dashboard section will be displayed.

Approved Affiliate Email Notification

When the admin manually approves the affiliate status from the backend, the affiliate will get notified via email and be able to earn commissions now.

Dashboard Section – Affiliates for WooCommerce

On this page, affiliates can view the details of their earnings, visits, and conversions. Additionally, affiliates can track their performance metrics with the provided graphs and also can filter the graph results for different months. Styling color can be changed from the General Configuration at the backend.

Commissions Section

Here, affiliates can view their earned commissions, filter the results, and also can request the withdrawal or payout if the withdrawal type is selected as “Manually requested by the affiliate”, the threshold is met and the commissions are older than the configured “Commissions’ days old”.

New Commission Email Notification

When any user purchases products using the referral link then the respective affiliate will get a commission and get notified via email.

Payouts Section

When the affiliate requests for the withdrawal or payout for the earned commissions then a new payout gets created and the affiliate will get notified via mail once it is acknowledged by the admin. Also, affiliates can check their all payout details in this section and can filter those results as well.

Payout Created Email Notification

When any new payout gets created, an affiliate will get notified via email.

Payout Completed Email Notification

When any new payout gets completed, an affiliate will get notified via email.

Payout via Wallet Email Notification

When any new payout gets completed via Wallet, an affiliate will get notified via email for the payout as well as get the Wallet email notification.

Visits Section

Affiliates can view the registered visits of their referred URLs from this section if the visits are enabled from the “Referrals Configuration”. Affiliates can check which visit gets successfully converted into an order and he/she received a commission. Various filters are given to view any specific data.

Top Products Section

Affiliates can view their top referred products from here with their earned commissions.

Coupons Section

Here, affiliates can view their assigned coupons which they can use to promote the site so if any of the assigned coupons get applied by the user while placing an order, the respective affiliate will earn a commission. Affiliates can also share the coupon referral URL which automatically applies the coupon to the cart for the user.

Link Generator Section

From here, affiliates can get their referral URL and also can generate any custom or specific referral URL like for a direct product, etc., and also can share them socially.

Settings Section

From this page, affiliates can manage their referral token, account info, withdrawal details, and email notifications for commissions.

My Account Menu

If my accounts page menu is enabled then affiliate can view their dashboard from here as well.

Customers

Both registered and unregistered customers can place the order through the referral and affiliates will earn commissions based on that.

Multilingual

Admin can use the .pot file which is provided within the plugin in the i18n folder from which they can translate the plugin.

Support

Dear Customers, if you have any questions or queries or need assistance with our WooCommerce extensions or services, kindly connect with us from our contact page. We will do our best to answer as quickly as possible. If you have a moment, please rate our plugins, We’ll appreciate it very much!…. Thank you.