Setup Guide – How to get started! (Free)

Need help getting started with the plugin? Here is a quick setup guide for the free version:

More guides (PRO): Affiliate Registration System / Commission Payouts / Multi-Level Affiliates


Or view a detailed step-by-step written guide below:

(1) Installing the Plugin #

First, you need to install the plugin. If you’ve not done this yet, see this guide.


(2) Create the Dashboard Page #

Once you’ve installed the plugin, the first thing you should do is create the main dashboard page.

This is done by adding the [couponaffiliates] shortcode to a page.

There should be a small setup wizard displayed at the top of the settings page. Here you should see a button to automatically generate the page for you, and it will also auto-assign this page in the settings.


(3) Assign the Dashboard Page in Settings #

Next up, if you created the dashboard page manually by adding the shortcode to a page, you will need to go into settings under “General” and make sure you’ve assigned this page, so the plugin knows which page to use.


(4) Customise the Settings #

Once you’ve got the basic setup done, now you can go ahead and customise the settings!

Simply navigate around the settings page (select the tabs) and customise everything to meet your requirements.

General: The general tab contains some of the “general” settings that don’t have any particular category.

Commission: You can set your flexible commission rates under the “Commission” tab.

Referral URLs: The referral URLs tab lets you enable referral URLs, set the URL variable, and cookie duration.

Emails: The emails tab lets you enable and customise the different emails sent by the plugin.

Currencies: If you’ve enabled multi-currency support, then a new “currencies” tab will appear for you to set the conversion rates.

Design: Under the design tab you can customise some of the design for the plugin, including colors and layout.

Debug: The debug page includes a few options to enable/disable certain features, mainly things that may be affecting performance or having conflicts with your theme / other plugins.


(5) Enable the use of coupon codes #

Make sure the “Enable the use of coupon codes” checkbox is enabled in WooCommerce > Settings > General. This should have been enabled for you automatically by our plugin.


(6) View the Coupons List & Dashboard URLs #

Next up, you can now go to the WooCommerce coupons list, and you’ll see a new column for the “Affiliate Dashboard”.

In this column you’ll see a direct link to go to the affiliate dashboard for that coupon, and a button to copy the dashboard URL to share with your affiliates (or view it yourself).

However, if you assign the user to the coupon, they won’t need the unique URL (see the next step).


(7) Assign Users to Coupons #

You can go one step further and assign your affiliate users to a coupon directly, so they can simply visit the base dashboard page (where you added the [couponaffiliates] shortcode) and it will show the affiliate dashboard for their coupon codes directly, without them needing the custom unique URL. It will also then make the dashboard page private/visible to their user account only.

To do this, simply edit a coupon code, go to the “Coupon Affiliates” tab, and assign the user:

If you are using the PRO version, affiliate users and coupons will be created for you automatically via the affiliate registration system, along with automated welcome emails.


(8) Direct Users to the Affiliate Dashboard #

Now that the coupons have been created, and you assigned users to them, you can link/direct your users directly to the affiliate dashboard page.

They’ll then see the dashboard for the coupon(s) that they are assigned to directly on this page.

On the dashboard, they will then be able to view their affiliate statistics, commissions, referral links generator, and more.

If you are using the PRO version, they’ll also see the monthly summary, creatives, and payouts tabs.


(9) Share your Affiliate Program & Setup Signup Forms #

Once you’ve got everything setup, now it’s time to start promoting your affiliate program, and get users to signup.

When you’re ready to add an affiliate, simply create a coupon code for them, and assign the user to it.

Then simply give them the link to the affiliate dashboard page (maybe add this to your menu/site somewhere), where they can login and instantly view their dashboard.

The affiliate can then share this coupon code with others, or share the referral URL (generated on their dashboard) to automatically add the coupon code to the customers cart.

Whenever someone uses their coupon code, the affiliate gains commission!

Signup Form (Free Version)

With the free version of the plugin, to start collecting affiliate registrations, you’ll want to setup your own form on your site, via a contact form plugin of your choice. Add this form to a page, then link users to this page to apply as an affiliate.

When you get an application email (via the form), simply create a new coupon code for them in WooCommerce, and assign their user account to it!

Signup Form (PRO Version)

With the PRO version of the plugin, a built in affiliate registration form is available, which will automatically create the coupon code for them, and more. Click here to learn more.


(10) Using the PRO version? #

If you are using the PRO version, here are some more simple guides on setting up some of the main features:


(11) Need help? Contact us. #

If you need help with anything at all, please contact us.

Using the free version? Please check out previous support posts on WordPress forums or submit a new ticket!


(12) Upgrade to PRO #

If you want more advanced features, including affiliate registration forms, unpaid commission tracking, commission payout requests, one-click Stripe/PayPal payouts, store credit payouts, affiliate email reports, invoices, PDF statements, and much more, feel free to check out the PRO version of the plugin.

Try PRO now with a 7 day trial!

If you are already using the PRO version, then you can get started by enabling PRO features in the plugin settings, under the “PRO Modules” tab.


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