Referral rate hierarchy
The below article outlines the hierarchy of referral rates, in order, with 1 being the lowest and 8 being the highest, depending on your configuration of AffiliateWP's core features and add-ons.
1. Global referral rate
When a referral rate is defined in Affiliates → Settings → General, this is known as the global referral rate. This is the base referral rate and will apply to all referrals, unless the below settings/add-ons are active and have been configured.
2. Per-category referral rates
Version 2.2 of AffiliateWP introduced per-category rates for the
Easy Digital Downloads
integrations. When a
per-category referral rate
has been defined, this referral rate will override only the global referral rate described above.
3. Per-product referral rates
per-product referral rate has been defined (by editing the product), this referral rate will override the global and per-category referral rates. Setting a per-product referral rate is only possible with full integrations that support per-product referral rates.
4. Tiered Affiliate Rates
Tiered Affiliate Rates
is installed and
have been defined, and an affiliate reaches the referrals or earnings threshold, all future referrals will be recorded at the next tiered rate (and so on, depending on the number of tiers defined). Tiered referral rates will override the other referral rates mentioned above, for
all future referrals
— this includes the global referral rate, and per-product referral rates.
5. Per-affiliate referral rate
per-affiliate rate is set in the
Edit Affiliate screen,
this rate will override all other referral rates
for that specific affiliate — this includes the global referral rate, per-category and per-product referral rates, and tiered rates. Rate settings that the per-affiliate rate will
not override are: Lifetime Commissions, Affiliate Product Rates and Recurring Referral rates on renewal payments.
6. Lifetime Commissions
is installed, and an affiliate has been linked to a customer through an initial purchase, the global
Lifetime Referral Rate
will be used for all future referrals when the linked customer makes a new purchase. The global Lifetime Referral Rate is defined in
Affiliates → Settings → Integrations
→ Lifetime Commissions.
per-affiliate Lifetime Referral Rate
is defined on the
screen, this rate will override the global Lifetime Referral Rate. The Lifetime Referral Rate will override all other rates, with the exception of those generated by the Affiliate Product Rates add-on mentioned below.
7. Affiliate Product Rates
Affiliate Product Rates
is installed and a product rate has been set in the
Edit Affiliate → Product Rates
screen, these referral rates will override any other referral rates for that specific affiliate and product with the exception of the Recurring Referral renewal rate mentioned in the next paragraph.
8. Recurring Referrals
is installed, the first referral is generated by the AffiliateWP core plugin in the order above. All subsequent referrals for subscription payments are generated by the Recurring Referrals add-on using the referral settings in one of the numerous locations (as of version 1.7+) these can be defined.
The hierarchy of recurring referral rates from low to high is as follows:
- Global recurring referral rate found in Affiliates → Settings → Recurring Referrals
- Product recurring referral rates (These are integration-specific)
- Tiered Affiliate Rates when this is installed and is enabled in Affiliates → Settings → Recurring Referrals
- Affiliate recurring referral rate defined on the Edit Affiliate screen
- Affiliate recurring referral rate defined per-product on the Edit Affiliate screen → Recurring Product Rates section. This works exactly like the Affiliate Product Rates add-on, and supports the WooCommerce and Easy Digital Downloads integrations.