General Settings

This article provides a detailed explanation of each setting found in  Affiliates → Settings → General


License Settings

License Key

Enter the license key you received when you purchased AffiliateWP, and click Save Changes. This will ensure you receive automatic plugin updates and allow us to provide support for you more swiftly should you need it.

Pages

Affiliate Area

When AffiliateWP is installed and activated, it will automatically create a page on your site called Affiliate Area. This is the page where affiliates will manage their affiliate account. The default URL for this page is yoursite.com/affiliate-area/.
On this page in the WordPress editor, you’ll see the [affiliate_area] shortcode. This shortcode does several things out of the box:
  1. Shows the default affiliate login form provided by AffiliateWP
  2. Shows the Affiliate Area to logged-in affiliates
  3. Shows the default affiliate registration form provided by AffiliateWP only if Allow Affiliate Registration is enabled in Affiliates → Settings → Misc.
If you wish to change the page where your Affiliate Area and registration/login forms appear, you simply need to create a new page, place the [affiliate_area] shortcode on that page, and then select that page from the drop-down menu in this setting. The drop-down menu will show a list of pages on your site. Click Save Changes, and your Affiliate Area will now appear on your newly defined Affiliate Area page.

Terms of Use

Most affiliate programs have a Terms of Use, Terms & Conditions or Code of Conduct which provide guidelines and often legal boundaries of expected and allowed behavior from affiliates when they register. By default, AffiliateWP does not create a Terms of Use page on your site, as every site and affiliate program is different. 
To set up a Terms of Use page for your affiliate program, follow the below steps:
  1. Create a new WordPress page, and enter or copy and paste your affiliate program or affiliate registration terms on that page
  2. In the drop-down menu next to the Terms of Use setting, select the page which has your affiliate program terms. 

Setting a Terms of Use page will add a required checkbox to your affiliate registration form that reads “Agree to our Terms of Use” with a link to your Terms of Use page.


Referral Settings

Referral Variable

The referral variable is part of the affiliate referral link. It is used to identify that the link is an affiliate referral link, and that it should be tracked by AffiliateWP. For example: yoursite.com/? ref=123. The default the referral variable is “ ref” but can be changed to whatever you like. We recommend making the referral variable 3 or more characters to avoid any potential conflicts with WordPress variables. 
Here are some examples of potential referral variables you could use:
  • ref
  • aff
  • partner
  • refer
  • friend
  • hello
You may leave the referral variable as "ref" or enter your own referral variable. Make sure to click the Save Changes button if you update this setting.

Default Referral Format

By default, when a user becomes an affiliate on your site, they will be assigned an affiliate ID. When they are creating and using affiliate links for your site, they can use either their account username on your site, or their affiliate ID (for example, yoursite.com/?ref=jane or yoursite.com/?ref=123).

This setting allows you to choose whether the affiliate's  ID or the affiliate username will be shown to affiliates in their referral links when they are logged into the Affiliate Area.

The affiliate can still use either their affiliate ID or their username in their referral links at all times; this setting simply allows you to determine which is format is shown by default in the Affiliate Area.

Pretty Affiliate URLs

A “Pretty URL” is a URL format that does not require query strings (i.e. ?ref=), so a URL looks neat and tidy when customers visit your site. It removes the characters in the query string and replaces them with slashes (for example, yoursite.com/ref/123 or yoursite.com/ref/jane). By enabling this setting, Pretty URLs will be shown to affiliates when they are logged into their Affiliate Area. 

Affiliates will still be able to use affiliate links with the regular query string (i.e. yoursite.com/?ref=123 or yoursite.com/?ref=jane) if they wish, but by showing Pretty URLs in the Affiliate Area you can help encourage your affiliates to use Pretty URLs.

Enable this setting and click the Save Changes button to show Pretty URLs to affiliates.

Credit Last Referrer

When a visitor lands on your site using an affiliate link from Affiliate A, the ID of Affiliate A who referred them is stored in their browser. They might look around your site, and consider purchasing, but not purchase right away.

In a few days, a week, a month, or even longer, that visitor might return to your site, but they have returned to your site by clicking on Affiliate B’s link. They then decide to make a purchase, but which affiliate should get the referral?

Credit Last Referrer allows you to reward the last affiliate who actually referred a purchasing customer with the referral. In the example above, the last referrer would be Affiliate B. Because the visitor did not make a purchase when Affiliate A referred them, Affiliate B may have put more effort into promoting your products, which actually convinced the visitor to buy. Therefore Affiliate B will be rewarded with the referral, and not Affiliate A.

Enable this setting if you would like the last affiliate who referred a purchasing customer to be awarded the referral.

Referral Rate Type

In AffiliateWP, you can choose between either a Percentage, or a Flat Amount Referral Rate Type. The referral rate type you select as your default here will apply to all purchases/conversions that take place on your site.

A Percentage referral rate type will calculate a percentage of the product price or total cart value, and award that percentage to affiliates as a commission for each conversion or sale (i.e. 10% on all sales, 20% on a specific product, etc.).

A Flat Amount referral rate type is the exact dollar value that affiliates will receive as commission for each conversion or sale, no matter the cost of the product (for example, a flat rate commission could be $0.50, or $5.00, or $10.00, etc.). Flat rate commission can be useful for websites which use opt-ins, sign-ups or lead generation methods of conversion, so the affiliate can receive an instant referral on a successful conversion.

Choose your preferred referral rate type from the select menu, and click the Save Changes button. 

Referral Rate

The Referral Rate is the default commission rate or amount you offer to your affiliates, in return for them bringing you a sale, a form submission, or other conversion. This commission may be a Percentage or a Flat Amount based on the Referral Rate Type you have set (see above).

For example:

  • If you would like to offer your affiliates 20% commission on all sales, you would set your Referral Rate Type to Percentage, and you would enter the number “20” as your Referral Rate. This will generate all referrals at 20% of the final order total by default.
  • If you wish to offer your affiliates $10.00 commission on all sales, you would set your Referral Rate Type to Flat amount (based on your currency), and you would enter the number “10” as your Referral Rate. This will generate all referrals at $10.00 by default.

(You can also set special referral rates on a per-affiliate basis from the Edit Affiliate screen for each affiliate.)

Enter the default Referral Rate you wish to offer your affiliates, and click the Save Changes button.

Exclude Shipping

Depending on your integration/business, you may be shipping physical products to customers and charging them a shipping fee, which is a hard/net cost. This setting allows you to exclude shipping costs from referral calculations, so the order total that AffiliateWP calculates the referral amount from does not include the shipping cost that is charged to customers.

Enable this setting to exclude shipping costs from referral calculations.

Exclude Tax

Depending on your integration/business, you may charge your customers tax, which is a hard/net cost. This setting allows you to exclude tax from referral calculations, so the order total that AffiliateWP calculates the referral amount from does not include the tax that is charged to customers.

Enable this setting to exclude tax costs from referral calculations.

Cookie Expiration

AffiliateWP tracks affiliates using cookies which are stored in the visitor’s/customer’s browser. 

AffiliateWP stores three cookies:

  • affwp_ref_visit_id - This cookie stores the visit ID (the visit ID increments by 1 each time any referral link is used until the cookie expires or is deleted).
  • affwp_ref - This cookie stores the affiliate ID.
  • affwp_campaign - This cookie stores the campaign name if/when an affiliate creates a campaign to track referrals from specific sources of traffic (i.e. email, social media, their website, etc.).

These cookies can be set to expire from a customer’s browser after a number of days. You can set the cookie expiration to be as long or as short as you want. This means that if a customer visits your site but does not purchase, then returns to your site using that same browser at a later date (with the browser cookie still intact), and does complete a purchase at that point, a referral can still be generated for the referring affiliate.

Enter the number of days you would like the tracking cookies to be valid for, and click the Save Changes button.

Learn more about how AffiliateWP tracks affiliates using cookies.


Currency Settings

Currency

With this setting you can choose which currency will be shown (to all affiliates) in the Affiliate Area. It is only possible to choose one currency out of the box (it is not possible to show currency based on the affiliate’s location).

Please note that some payment gateways in supported integrations may have currency restrictions.

Currency Symbol Position

This setting allows you to show the currency symbol before or after the affiliate’s earnings in the Affiliate Area in relation to your chosen currency.

Thousands Separator

This setting allows you to choose which thousands separator you would like your affiliates to see in the Affiliate Area in relation to your chosen currency.

Decimal Separator

This setting allows you to choose which decimal separator you would like your affiliates to see in the Affiliate Area in relation to your chosen currency.


Affiliate Form Settings

Affiliate Area Forms

This setting allows you to choose which forms you would like visible or hidden on the Affiliate Area page. This is especially useful in numerous instances. For example:

  1. If you have created a custom affiliate registration form and wish to hide the default AffiliateWP affiliate registration form
  2. If you have a different login page or different registration page for affiliates
  3. If you have a closed affiliate program, and only want to show an affiliate login form
  4. If you would like to show no forms on the Affiliate Area page, because you have placed them elsewhere on your site using the [affiliate_login] and/or [affiliate_registration] shortcodes.

Note: The default affiliate registration form will only be visible if Allow Affiliate Registration is enabled in Affiliates -> Settings -> Misc.

Select which forms you would like visible on the Affiliate Area page and click the Save Changes button.

Required Registration Fields

By default, certain fields on the AffiliateWP default affiliate registration form are required when a user is submitting an affiliate application. The required fields are:

  • Your Name
  • Username
  • Account Email
  • Website URL
  • Password (and Confirm Password)

The following fields are optional by default:

  • Payment Email
  • How will you promote us?

In this setting, you can choose which (if any) of the four following fields you wish to make required, or optional:

  • Your Name
  • Payment Email
  • Website URL
  • How will you promote us?

For example, you could make just the Website URL optional if you do not require affiliates to provide this information. Uncheck the boxes next to the field you wish to make optional, and click Save Changes. Similarly, check the box next to any field you wish to make required, and click Save Changes.

Note: When a user registers to become an affiliate on your website, AffiliateWP automatically creates a WordPress account with the Subscriber role for them (this is the lowest WordPress user role). In order to create a WordPress user account, the Username, Account Email and Password fields will always be required.