Configuration settings
Settings that allow you to tune-up your Affiliate policy are located at Marketing -> Affiliates -> Settings.
General settings
- Enable affiliate program: enable or disable the entire affiliate system..
- Show referred customers: displays referred customers list on the affiliate account edit page. Select "No" if you are having performance issues..
Affiliate account management
- Auto Sign Up after creating account: if the option is enabled, the affiliate will automatically be signed to the Affiliate program after creating their account.
- Require manual approval: if the option is disabled, the affiliate account will automatically be approved after registration.
Otherwise, you need to manually approve the account at the Marketing > Affiliates > Account. - Manage account fields: a button that leads to the Account Additional Fields page. On this page, custom fields could be added to affiliate account settings (Read more about this here)
Referral link & tracking
- Referral parameter name: an additional parameter which should be added to the referral links for inclusion to the affiliate policy.
- Show affiliate link only for registered affiliates: if the option is enabled, all customers will see a link to the affiliate section in their personal account.
- Display zero-commission events: show or hide events where no commission was earned.
Promotional materials
- Widget bestseller lookback period: number of days used to determine bestseller products for the “Show Bestsellers” filter.
Commission rules & calculation
- Include tax in commission calculation: whether commission should be based on order totals including tax.
- Commission earned on order status: commission will be applied when order receives the selected status.
- Commission deducted on order status: commission will be subtracted when order receives the selected status(es). Additional statuses for this and above option can be added at Stores -> Settings -> Order Status.
- Subtract commission on credit memo: if the option is enabled, the commission will be subtracted after creating a credit memo.
- Commission holding period (days): allows you to hold the commission transactions within the defined period.
- Commission lifetime (days): affiliate will receive commissions from referred customers during this period. By default, commissions expire after 365 days (1 year).
Commission limits
- Max commissions per referred customer: set a limit on how many commissions can be earned from a single referred customer. Leave empty for no limit.
- Affiliate assignment priority: assignment priority for commissions.
There are two available options: Assign to first referred affiliate and Assign to last referred affiliate.
Withdrawal & payout settings
- Minimum withdrawal amount: sets the affiliate minimum withdrawal amount.
- Automatic withdrawal requests: if enabled, withdrawal requests are created automatically.
- Available payment methods: allows you to turn on/off different services of money transfer to withdraw commissions. Currently supported services: PayPal. Skrill, Other (e. q. customer-defined).
Coupon referral system
- Enable affiliate coupons: enables the possibility for affiliates to receive coupons for referring friends. This coupon will be displayed at Promotional Materials of Customer Account, and it's unique for each customer.
- Coupon code pattern: if the option above is enabled, this option defines regular expression, how these coupons look like. By default, it is AFL-[A-Z]4 (AFL-UYTR, for example). Read more about regular expressions here.
Email notifications
This section is broken into two subsections, each of which contains notification settings for Affiliates and Admin Staff. Each option corresponds with an action, on which email notification can be sent, and defines a template that will be used for that email.
If you do not need notification to be sent, set Disable these emails as an appropriate option.
For Affiliates
- New Account notification: template for notification on creating an affiliate account.
- Account approval notification: template for notification on affiliate account approval.
- New transaction notification: template for notification on new affiliate transaction completion.
- Balance update notification: template for notification on affiliate balance update.
For Admin
- New affiliate account notification: template for admin notification on creating a new affiliate account.
- New withdrawal request notification: template for admin notification on the new withdrawal request
Note
Read more on email notification templates at How to customize email notification section.