Recurring Referrals - Setup

Note: This article relates to the Recurring Referrals pro add-on.

General configuration

Once the Recurring Referrals add-on is installed, you will have a new Recurring Referrals tab added to the AffiliateWP settings screen:

Settings for Recurring Referrals

To enable recurring referral tracking for the supported platforms, simply check the box and click Save Changes. Once enabled, referrals will be automatically recorded anytime a renewal payment is made for a subscription that was referred by an active affiliate.

You can also, optionally, set the recurring rate and recurring rate type. This is the rate and rate type that will be used to calculate the amount an affiliate earns on subscription payments.

For example, if you wish to award affiliates 25% on the initial signup and then a flat $10 referral on every payment thereafter, you would set it up as such:

  • In Affiliates → Settings → General, set the default rate to 25
  • In Affiliates → Settings → Recurring Referrals, set the Recurring Rate to 10 and the Recurring Rate Type to Flat 

And finally, as of version 1.7, you can limit the number of recurring referrals created for recurring, subscription or membership payments. To enable, click the Enable Recurring Referral Limits checkbox and enter a number for the Recurring Referral Limit.

Tiered Affiliate Rates

Also included in the 1.7 update is the option to apply Tiered Affiliate Rates to referrals from recurring payments. If you have the add-on installed and active, you will see this additional setting:

Settings - Recurring Referrals - enable Tiered Rates

Affiliate configuration

When the Recurring Referrals add-on is installed and activated, it will add additional settings to the affiliate's edit screen:

Affiliate Recurring Referrals Settings

Here you can set the recurring referral rate, recurring referral rate type and recurring referral limit, which will override the corresponding values in  Affiliates → Settings → Recurring Referrals. In addition, you have the option to disable recurring referrals per affiliate as well.

WooCommerce and Easy Digital Downloads configuration

If you are integrating with WooCommerce or Easy Digital Downloads, you will see an additional setting labeled Recurring Product Rates which allows you to set recurring referral values per-product, per-affiliate similar to the Affiliate Product Rates add-on:

WooCommerce Recurring Product Rates per affiliate

Easy Digital Downloads Recurring Product Rates per affiliate

Simply begin typing the product name for a subscription, select it from the list then set a recurring rate and type, then click Update Affiliate. These recurring referral settings will override the values in every other location for referrals created on recurring payments.

Additional Recurring Referrals settings

As of the version 1.7 update, you have additional recurring referral settings within the products themselves (subscriptions or memberships) with these integrations:

Manually creating a recurring referral

This document will assist with manually creating recurring referrals.