Affiliate Pro Plugin - Usage Guide
This guide provides detailed instructions on how to configure and use the Affiliate Pro plugin for your e-commerce store.
Table of Contents
- Admin Configuration
- Managing Affiliates
- Commission Management
- Withdrawal Management
- Marketing Tools
- Reports and Analytics
- Affiliate Dashboard Usage
Admin Configuration
Accessing Plugin Settings
- Log in to your admin dashboard
- Navigate to Settings > Affiliate Settings
- Configure the following settings:
General Settings
- Default Commission Percentage: Set the default commission rate (e.g., 10%) that affiliates will earn on referred sales
- Cookie Lifetime (days): Define how long the affiliate tracking cookie remains active (e.g., 30 days)
- Minimum Withdrawal Amount: Set the minimum amount required for withdrawal requests (e.g., $50)
- Enable Affiliate Registration: Toggle to allow customers to register as affiliates
- Auto Approve Affiliates: Toggle to automatically approve new affiliate registrations
- Auto Approve Commissions: Toggle to automatically approve commissions when orders are completed
Category-Based Commission Settings
- Enable Commission for Each Category to set different commission rates based on product categories
- Click Add New to create a category group
- Set the Commission Percentage for the group
- Select the Categories that belong to this group
- Add additional category groups as needed
- Click Save to apply your settings
Managing Affiliates
Viewing Affiliates
- Navigate to Affiliate Pro > Affiliates
- View the list of all affiliate accounts with their status, balance, and performance metrics
Approving Affiliate Applications
- Navigate to Affiliate Pro > Pending Requests
- Review pending affiliate applications
- Click Approve to accept an application or Reject to decline
- Approved affiliates will receive an email notification and can begin promoting your products
Editing Affiliate Details
- Navigate to Affiliate Pro > Affiliates
- Click on an affiliate's name to view their details
- Edit their information as needed
- Click Save to update the affiliate's record
Commission Management
Viewing Commissions
- Navigate to Affiliate Pro > Commissions
- View all commission transactions with details on amount, order, and status
Approving Commissions
- Navigate to Affiliate Pro > Commissions
- Filter for commissions with "Pending" status
- Click on a commission to view details
- Click Approve to approve the commission
- This will add the commission amount to the affiliate's balance
- A transaction record will be created
- The affiliate will be notified
Rejecting Commissions
- Navigate to Affiliate Pro > Commissions
- Click on a pending commission
- Click Reject if the commission doesn't meet your criteria
- Provide a reason for rejection
- The affiliate will be notified of the rejection
Withdrawal Management
Viewing Withdrawal Requests
- Navigate to Affiliate Pro > Withdrawals
- View all withdrawal requests with their status and details
Processing Withdrawals
- Click on a pending withdrawal request
- Review the payment details provided by the affiliate
- Click Approve to approve the withdrawal
- This will deduct the amount from the affiliate's balance
- The affiliate's total withdrawn amount will be updated
- A transaction record will be created
- The affiliate will be notified
Rejecting Withdrawals
- Click on a pending withdrawal request
- Click Reject if you need to decline the request
- Provide a reason for rejection
- The affiliate will be notified and the amount will remain in their balance
Marketing Tools
Managing Affiliate Coupons
- Navigate to Affiliate Pro > Coupons
- View all affiliate discount coupons
- Click Create to generate a new coupon:
- Select an affiliate
- Set the discount amount and type (percentage or fixed)
- Set an expiration date (optional)
- Add a description
- Click Save to create the coupon
- The coupon will be available in the affiliate's dashboard
Promotional Materials
- Navigate to Affiliate Pro > Materials
- Add promotional banners and materials for affiliates to use
- Upload banner images and set destination URLs
- These materials will be available in the affiliate's dashboard
Reports and Analytics
Viewing Performance Reports
- Navigate to Affiliate Pro > Reports
- View comprehensive reports on:
- Top performing affiliates
- Commission trends
- Conversion rates
- Traffic sources
- Product performance
- Referral paths
- Geographic distribution
Traffic Source Analysis
- Navigate to Affiliate Pro > Reports > Traffic Sources
- View detailed breakdowns of:
- Referring websites
- Social media platforms
- Search engines
- Direct traffic
- Email campaigns
- Filter data by date range, affiliate, or campaign
- Export reports for further analysis
Dashboard Widgets
- The admin dashboard includes widgets showing:
- Recent affiliate registrations
- Recent commissions
- Recent withdrawals
- Top performing affiliates
Affiliate Dashboard Usage
For Affiliates: Getting Started
- Log in to your customer account
- Navigate to Affiliate Dashboard
- If not already an affiliate, click Register as Affiliate
- Complete the registration form
- Wait for approval (if auto-approval is not enabled)
Generating Affiliate Links
- From the affiliate dashboard, locate the Your Affiliate Link section
- Copy your main affiliate link to share on websites, social media, or emails
- Use your affiliate code in offline promotions
Creating Short Links
- Navigate to Short Links in your affiliate dashboard
- Click Create Short Link
- Choose a link type:
- Product link: Select a specific product to promote
- Homepage link: Create a link to the store homepage
- Custom URL: Enter any URL on the store
- Add a title for your reference
- Click Create to generate the short link
- Copy and share the generated link
Creating and Managing Coupons
- Navigate to Coupons in your affiliate dashboard
- View your existing coupons
- Share coupon codes with potential customers
- Track coupon usage and performance
Tracking Performance
- The dashboard homepage shows key metrics:
- Current balance
- Total commission earned
- Total withdrawn
- This month's commission
- Click statistics
- Conversion rate
Requesting Withdrawals
- Navigate to Withdrawals in your affiliate dashboard
- Click Request Withdrawal
- Enter the amount you wish to withdraw
- Must meet the minimum withdrawal amount
- Select your preferred payment method
- Enter your payment details
- Submit your request
- Track the status of your withdrawal requests
Viewing Commission History
- Navigate to Commissions in your affiliate dashboard
- View all your commission transactions
- Check the status of each commission
- See details about the associated orders
Using Promotional Materials
- Navigate to Promotional Materials in your affiliate dashboard
- Browse available banners and marketing materials
- Copy the HTML code for banners
- Implement these materials on your website or marketing channels
Email Notifications
Managing Email Templates
- Navigate to Affiliate Pro > Settings > Email Templates
- View and edit available email templates:
- Affiliate registration notification
- Affiliate approval notification
- Commission earned notification
- Withdrawal status notification
- Performance digest
- Customize the content, subject, and formatting of each template
- Use available variables to personalize emails
Configuring Notification Settings
- Navigate to Settings > Affiliate Settings > Notifications
- Enable/disable different types of notifications:
- Admin notifications
- Affiliate notifications
- Set frequency for digest emails
- Configure email sender information
API Integration
Accessing API Documentation
- Navigate to Affiliate Pro > API > Documentation
- View available API endpoints and methods
- Read documentation on request/response formats
- Test API calls directly from the documentation interface
Managing API Keys
- Navigate to Affiliate Pro > API > Keys
- Generate new API keys for third-party integrations
- View existing API keys and their permissions
- Revoke API keys that are no longer needed
Configuring Webhooks
- Navigate to Affiliate Pro > API > Webhooks
- Create new webhook endpoints for real-time notifications
- Select events that trigger webhook calls:
- New affiliate registration
- Commission earned
- Withdrawal requested/processed
- Test webhook delivery to ensure proper integration
Advanced Features
QR Code Generation
- Navigate to Short Links in your affiliate dashboard
- Create a short link for any product or page
- Click on the QR Code icon next to your short link
- Download the QR code image
- Use QR codes for:
- Print advertisements
- Business cards
- Flyers and brochures
- In-store displays
- Social media posts
UTM Parameter Tracking
Add UTM parameters to your affiliate links for better tracking:
utm_source
: Identify the traffic source (e.g., facebook, newsletter)utm_medium
: Identify the medium (e.g., social, email, banner)utm_campaign
: Identify the campaign nameutm_content
: Identify specific content or ad variation
Example:
https://store.com/product?ref=AFFILIATE123&utm_source=facebook&utm_medium=social&utm_campaign=summer_sale
View UTM tracking data in your affiliate reports
Bulk Link Generation
- Navigate to Affiliate Pro > Tools > Bulk Link Generator (Admin)
- Upload a CSV file with product URLs
- Generate affiliate links for multiple products at once
- Export the generated links for distribution to affiliates
Integration with Third-Party Tools
Google Analytics Integration
- Set up Google Analytics tracking for affiliate links
- Configure goal tracking for affiliate conversions
- Create custom reports for affiliate performance
- Use Google Analytics data to optimize affiliate campaigns
Social Media Integration
- Facebook Pixel: Track affiliate conversions from Facebook ads
- Instagram Shopping: Use affiliate links in Instagram posts
- YouTube: Include affiliate links in video descriptions
- Pinterest: Create affiliate pins with tracking links
Email Marketing Integration
- Mailchimp: Include affiliate links in email campaigns
- Constant Contact: Track affiliate performance from email marketing
- AWeber: Automate affiliate link distribution via email
Troubleshooting Common Issues
Affiliate Links Not Working
Problem: Clicks not being tracked or commissions not credited
Solutions:
- Check if cookies are enabled in the browser
- Verify the affiliate code is correct in the URL
- Ensure the tracking middleware is properly installed
- Test links in incognito/private browsing mode
- Check if JavaScript is enabled
- Verify the affiliate account is active and approved
Commission Calculation Issues
Problem: Incorrect commission amounts or missing commissions
Solutions:
- Verify commission rates are set correctly in settings
- Check if the product is eligible for affiliate commissions
- Ensure the order status is "completed"
- Verify the customer completed the purchase within the cookie lifetime
- Check for any commission exclusions or restrictions
Withdrawal Processing Delays
Problem: Withdrawal requests taking too long to process
Solutions:
- Check if the withdrawal amount meets the minimum threshold
- Verify payment method details are correct and complete
- Ensure sufficient balance is available
- Contact admin if requests are stuck in pending status
- Check for any account restrictions or holds
Dashboard Access Issues
Problem: Cannot access affiliate dashboard or features
Solutions:
- Verify affiliate account is approved and active
- Check user permissions and role assignments
- Clear browser cache and cookies
- Try accessing from a different browser or device
- Contact administrator for account status verification
Email Notification Problems
Problem: Not receiving affiliate-related emails
Solutions:
- Check spam/junk folders
- Verify email address is correct in account settings
- Check email notification preferences
- Test email functionality with administrator
- Add sender email to safe senders list
Best Practices
For Store Owners
Program Setup and Management
Competitive Commission Structure:
- Research industry standards (typically 5-20%)
- Consider profit margins when setting rates
- Offer performance-based bonuses for top affiliates
- Create tiered commission structures
Quality Control:
- Review affiliate applications carefully
- Monitor affiliate marketing practices
- Set clear guidelines and terms of service
- Remove affiliates who violate policies
Marketing Support:
- Provide high-quality promotional materials
- Create product-specific banners and graphics
- Offer exclusive coupon codes for affiliates
- Update materials regularly with new products
Communication and Training:
- Send regular newsletters to affiliates
- Provide product training and knowledge base
- Announce new products and promotions
- Offer marketing tips and best practices
Performance Monitoring:
- Track affiliate performance metrics
- Identify and reward top performers
- Analyze conversion rates and optimize
- Monitor for fraudulent activity
Payment and Financial Management
Timely Payments:
- Process withdrawals within 7-14 days
- Maintain transparent payment schedules
- Communicate any delays immediately
- Offer multiple payment methods
Financial Tracking:
- Monitor commission expenses
- Track ROI from affiliate program
- Budget for affiliate payments
- Maintain accurate financial records
For Affiliates
Building a Successful Affiliate Business
Audience Development:
- Understand your target audience
- Build trust through valuable content
- Focus on quality over quantity
- Engage with your community regularly
Content Strategy:
- Create honest, detailed product reviews
- Develop tutorials and how-to guides
- Share personal experiences with products
- Use multiple content formats (text, video, images)
Marketing Channels:
- Blog posts and articles
- Social media platforms
- Email newsletters
- YouTube videos
- Podcast mentions
- Webinars and live streams
Performance Optimization:
- Track which strategies work best
- Test different promotional approaches
- Monitor conversion rates by channel
- Optimize based on performance data
- Focus on high-converting products
Professional Practices:
- Always disclose affiliate relationships
- Follow FTC guidelines and regulations
- Maintain ethical marketing practices
- Provide honest opinions and reviews
- Respect audience trust
Technical Best Practices
Link Management:
- Use short links for cleaner URLs
- Create product-specific links
- Implement proper link tracking
- Test links regularly for functionality
SEO Optimization:
- Optimize content for search engines
- Use relevant keywords naturally
- Create valuable, original content
- Build quality backlinks
Analytics and Tracking:
- Monitor traffic sources and conversions
- Use UTM parameters for campaign tracking
- Analyze performance data regularly
- Adjust strategies based on insights
Security and Compliance
Data Protection
GDPR Compliance:
- Obtain consent for tracking cookies
- Provide clear privacy policies
- Allow users to opt-out of tracking
- Maintain data processing records
Security Measures:
- Use secure HTTPS connections
- Implement proper authentication
- Regular security audits and updates
- Protect affiliate and customer data
Legal Compliance
FTC Guidelines:
- Require clear affiliate disclosures
- Monitor affiliate marketing practices
- Provide disclosure guidelines to affiliates
- Ensure compliance with advertising laws
Terms and Conditions:
- Create clear affiliate agreements
- Define commission structures and payment terms
- Specify prohibited marketing practices
- Include termination clauses
Performance Optimization
Database Optimization
Regular Maintenance:
- Clean up old click data periodically
- Optimize database indexes
- Archive old commission records
- Monitor database performance
Caching Strategies:
- Implement Redis or Memcached
- Cache affiliate link redirects
- Use CDN for promotional materials
- Optimize page load times
Scalability Considerations
High-Volume Handling:
- Implement queue systems for processing
- Use background jobs for heavy operations
- Monitor server resources and scaling
- Optimize tracking middleware performance
Load Balancing:
- Distribute traffic across multiple servers
- Implement database read replicas
- Use CDN for static assets
- Monitor and scale infrastructure as needed
This comprehensive guide covers all aspects of using the Affiliate Pro plugin effectively, from basic setup to advanced optimization strategies. Regular review and implementation of these practices will help ensure a successful affiliate marketing program.