Initial setup for WPForms
To enable support for WPForms, go to Affiliates → Settings → Integrations, check the box next to WPForms, and click Save Changes. This step is required whether you are using the free version of WPForms or have a paid license for WPForms.
Generate referrals for regular form submissions
- In the Edit screen of your regular form, click the Settings tab in the side menu and go to the General tab.
- At the bottom of the General settings page, you will see an option for Allow referrals and a selection for Referral Type. Check the box next to Allow Referrals, select a Referral Type (Sale, Opt-In, or Lead), then click Save at the top of the page.
AffiliateWP will now generate a referral when a customer submits this form on your site after clicking on a referral link.
Generate referrals for paid form submissions
With a WPForms Pro or WPForms Ultimate license, you can access WPForms' payment gateway add-ons. These add-ons allow you to take payments via WPForms on your site. AffiliateWP can also generate referrals for affiliates via these forms. The process for enabling referrals for forms that take payment is exactly the same as a regular form:
- In the Edit screen of your form, click the Settings tab in the side menu and go to the General tab.
- At the bottom of the General settings page, you will see an option for Allow referrals. Check the box next to Allow Referrals and click Save at the top of the page.
To generate a referral based on a form's total, you will need to add a payment field with a price to your form. You can do this in the WPForms form builder by adding a Single Item field or a Multiple Items field, and specifying what price your products and/or services are. You may also like to add a Total field. Below is an example of a Single Item form which accepts payment.
AffiliateWP will calculate the referral amount based on the total amount of the form when the form is submitted, and your default Referral Rate as set in Affiliates → Settings → General. Below is an example of a referral generated through this type of form, where the default Referral Rate is 20%, and the total amount of the form is $100.00. The Reference column value is a link, that when clicked, will direct you to the WPForm entry:
And that's it, you're done!