After activating Affiliate Marketing for WooCommerce, you can see the “Affiliate” under the WooCommerce menu. Click to open the settings page.
View Detailed Dashboard
From this section, admins can view:
- Unpaid Commission: Total commission that is earned but not yet paid to the affiliates.
- Total Earnings: The overall revenue generated through affiliate programs
- Total Commission: Total amount earned by all affiliates combined
- Paid Commission: Total commission that has already been paid to affiliates
- Refunded Commission: Total commission that has been reversed
- Total Refunds: Total amount of orders that have been refunded
- Total Clicks: Total number of clicks generated through affiliate referral links.
You can analyze all of the above metrics through an interactive graph and track performance trends over time.
- Top Products: View a list of top products and total commission for each item
- Top Affiliates: View a list of top affiliates along with the total commission earned
How To Create a New Affiliate Campaign?
From the main menu, click on “Campaigns”. Here, you can:
- Create multiple affiliate programs
- View a detailed list of rules with the following information:
- Title
- Commission rate
- Expiry date
- Edit the rule by clicking on it
To create a new campaign, go to “Add Campaigns” and fill in the following details:
- Add a custom title for the new campaign.
- Apply to all products and categories: Enable the option to allow affiliates to promote all products and categories. Disable it to select specific products or categories for affiliate program.
- Apply on Specific Products: Search and select desired products for the affiliate program
- Apply on Specific Categories: Search and add desired categories for affiliate program
- Apply on Specific Brands: Enable affiliate campaign for specific brands
- Set Price Range for Affiliate Products: This feature allows you to enable affiliate program only for the products that fall within a selected price range. For that, you need to add:
- Maximum Price Range: Set the highest product price limit for the campaign
- Minimum Price Range: Set the lowest product price limit for the campaign
- Inform Existing Affiliates About New Campaigns: Once enabled, affiliates will automatically receive an email about any changes made to the campaign.
- Affiliate Commission: From the dropdown, select whether to set the affiliate commission as a:
- Fixed Amount
- Percentage Value
- Commission Rate: Set the desired commission for the campaign
NOTE: This rate will apply if no commission is defined at the product-level. You can also leave this field empty if you are using tiered commission from the general settings or an affiliate-specific commission from the affiliate’s profile.
- Expiry Date: Set an expiry date for the rule
Manage Affiliate User Details from a Separate Log
Go to the main menu and click on “Affiliate”. Here you can manage details for each affiliate user and view their:
- Total earnings
- Paid Earnings
- Unpaid Earnings
- Comissions
- Status
- Date
You can also select any user and click on “Edit” to update their account details, payment information, and commission settings.
How to Add a New Affiliate Customer Manually?
From the Affiliate settings, click on “Add User” and fill in the following details:
- Add a custom title for the new user
- Affiliate Details: From this section, you can track:
- Total, Paid, and Unpaid earnings
- Commission Earned
- Total Clicks
- Refunds
1. Details
- Commission Rate Type: select commission rate type as:
- Fixed
- Percentage
- Commission Rate: add a desired commission for this user
- Affiliate Status: from the dropdown, select affiliate status as:
- Approved
- Suspended
- Automatic Payment Method: select payment method as:
- Credit/Debit Card
- Notify On: enable the option if you want to notify customers whenever:
- The Commission is paid
- A new commission is added
2. Account Info
Add user and their:
- First Name
- Last Name
- Contact
3. Payment Info
Add payment information for this user and specify:
- PayPal Email
- Minimum Earning
- Maximum Earning
- Withdrawal Limit
4. Affiliate Payout Log: From this log, you can track users:
- Affiliate Name
- Transaction ID
- Payment Method
- Custom Payout
- Payout Amount
View Payout Transaction Log
From the main menu, go to “Payouts” to view the complete list of payout transactions, including:
- User ID: Unique identification number of the affiliate
- Username: Name of the affiliate receiving the payout
- To Be Paid: The pending commission that is yet to be paid
- Padi Amount: the commission that has already been paid
- Date: The date on which the payout was processed
How To Set Automatic Payout Rules?
Go to WP Admin Panel > WooCommerce > Affiliate > Payouts and click on “Automatic Payout Rules”. Now fill in the following details:
- Automatic Payout Payment Method: From the dropdown, select the payment method for the affiliate payouts. Note that only PayPal, Stripe, and Credit/Debit Cards are allowed.
- Automatic Payout Rules: From the table, click on “Add New” and configure the following details:
- Name: Add the name for the rule
- Priority: Set its priority
- Payout Amount: Enter the commission required to trigger an automatic payout
- Payout Type: From the available options, you can configure automatic payouts based on:
- Threshold: Select this if you want to set a specific amount that affiliates must reach before they can withdraw their earnings.
- Date: Select this option to release payouts on specific dates
- Day: Choose the specific day on which payouts will be processed automatically
- Payout Condition: Based on the selected payout type, define the required condition.
- Status: add the status for the rule as:
- Active
- Inactive
- Action: click “Remove” to delete the selected rule
View Commissions Log
Go to WP Admin Panel > WooCommerce > Affiliate and from the main menu click “Commissions”. Here you can view and manage the following details:
- User ID: Unique identification number of the affiliate
- Username: Name of the affiliate
- Order ID: identification number assigned to the order
- Type: the type of the order
- Products: products included in the order
- Total: total order amount
- Commission Rate: the commission rate set for that specific item
- Commission Earned: the total commission earned by the affiliate
- Refunded Status: whether the commission has been refunded or not
- Date: the date on which the commission was generated
General Settings
Go to the main menu and select “General Settings”. Here you can:
- Enable/Disable the Plugin: Choose to enable or disable the plugin anytime you want
- Enable Affiliate Registration Form: enable the option to add affiliate registration form on My Account Page
- Restrict Own Referral Earnings: Choose to prevent affiliates from getting a commission on self-purchases or purchases from the same IP address
- Enable New Affiliate Email: activate this option to automatically notify admins whenever a new affiliate registers
- Approve Affiliate Automatically: enable this option to automatically approve affiliate registration requests. Disable it to set a default status for each application
- Affiliate Default Status: From the dropdown, select the default affiliate status on new registration as:
- Pending
- Rejected
- Payment Method Restriction: Choose to restrict specific payment methods for affiliates and admins both
NOTE: For affiliate campaigns only, PayPal, Stripe, and Direct Bank Transfer are allowed
- Exclude User Roles from Affiliate Program: Restrict specific user roles from affiliate campaigns. Leave the field empty to apply it to all.
- Restrict Specific Affiliates: Select specific affiliates and restrict them from promoting your products.
- Restriction Message: Write a custom restriction message, such as “your account has been restricted.”
- Endpoint Title: Write a custom label for a new tab displayed on My Account Page
- Affiliate Registration Title: Enter a custom header title to be displayed on my account page
How to Add Tiered Pricing Rules for Affiliates?
Go to WP Admin Panel > WooCommerce > Affiliate and click on General Settings. Scroll down and configure the following options:
- Apply to all affiliates: Enable the option to apply tiered pricing rule for all affiliates. Disable it if you want to add specific users.
- Include/Exclude Specific Affiliate: From the dropdown, choose:
- Include: if you want to add desired affiliates for the tiered pricing rule
- Exclude: if you want to prevent selected affiliates from the tiered pricing rule
- Specific Affiliate Selection: Search and add specific affiliates to include/exclude from the rule. This feature helps merchants control which affiliates are eligible for certain commissions or tiered pricing rules. You can simply encourage affiliates to reach a defined target and reward them with higher commission.
Now, under the tiered pricing table, click on “Add New” and specify the following details:
- Name: Enter the name for the affiliate
- Earning From: Set the minimum earning range for this tier
- Earning To: Set the maximum earning limit for this tier
- Commission Rate: define the commission amount
- (If the affiliate’s earning falls within the defined range, the specific commission will apply)
- Commission Rate Type: select commission rate as
- Fixed
- Percentage
- Status: select status as:
- Active
- inactive
- Action: click on Remove to delete the selected affiliate or tier from the list.
Note that this commission is applied if no commission has been set at the product or campaign level. If a product-specifc or campaign-specific commission exists, the tiered commission will be ignored. Commissions for affiliate coupons are calculated according to the rate specified here.
Add Multiple Affiliate Registration Fields
Go to WooCommerce > Affiliate and click on Registration Fields. Here, you can view the complete log of all affiliate registration form fields. To add a new field, click on Add Field and fill in the following details:
- Field Label: Add a custom label for the field
- Field Type: select its type as:
- Text
- Number
- Textarea
- Checkbox
- Radio
- Select
- Tell
( Add details according to each selected field
- Field Placeholder: enter a placeholder for the registration field
- Field Status: select its status as:
- Active
- Inactive
- Field Required: Choose to make the field required or optional.
How to Add Product-Specific Commissions?
Install the plugin, go to WP Admin Panel and click on Products. From the list, select the product for which you want to add a commission. Select Edit, scroll down to Product Data, go to Affiliate Marketing, and fill in the following details:
- Select User Roles: Add specific user roles eligible for affiliate commission on this product.
- Select Commission Rate Type: set commission rate as:
- Fixed
- Percentage
- Add commission: set the commission for this product. This feature can help merchants add a desired commission for premium or high-priced items.
NOTE: If a commission is set here and a campaign is also created for a similar product, then the product-level commission will always be used.
How Customers Can Apply for Affiliate?
In order to become an affiliate, customers must first register as a user, and then they can submit the affiliate registration form from their account.
To do so, visit “Register as Affiliate” and from the Login section, add:
- Username
- Password
Then select “Login.”
Now, you can view an affiliate registration form. Fill in the following details:
- First Name
- Last Name
- Tell
Then click on “Register” and wait for the approval. You can also get automatically approved if the admin has enabled “Approve Affiliate Automatically” from the general settings.
