Creating an Affiliate
Learn how to create an affiliate and Explore the different methods by which a user can become an affiliate while using WPRelay from this simple documentation.
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Learn how to create an affiliate and Explore the different methods by which a user can become an affiliate while using WPRelay from this simple documentation.
Last updated
Was this helpful?
There are two methods for a user to become an affiliate on your site:
Affiliate Registration Form
Manual creation by an admin through the backend
Method 1: Affiliate Registration Form
For details on the Affiliate Registration Form and instructions on how to create this page,
Once a user completes the registration form, their application will appear as a pending request in the Affiliate Dashboard. To approve this request, follow these steps:
Go to Wordpress back end -> WPRelay -> Affiliates
Choose Pending tab -> Select the specific Affiliate -> Approve
Screenshot showing the pending requests:
Upon approval and selection of a specific program by the admin, the user will officially become an affiliate.
Method 2: Creating an Affiliate via Backend as Admin
To manually create an affiliate:
Go to Wordpress back end -> WPRelay -> Affiliates
Click on "Create Affiliate" button.
Details of configurations are:
Program: In this section, associate an affiliate with a specific program by typing a few characters of the program title to select it.
Referral Code: Here, you have the option to provide a coupon/referral code to the affiliate. You can either auto-generate the code or enter a code of your choice manually.
Personal Info: Under this section, you can enter the first name, last name, and email ID of the affiliate.
Finally, click on "Save Affiliate" to complete the process.
Approving Affiliates - Ensure to "Approve" the affiliate from the pending tab, as affiliates are initially set to pending status by default.
Managing WooCommerce Accounts - During the "Approval" process, if the affiliate does not already have a WooCommerce customer account, you'll have the opportunity to create one. Upon creating a WooCommerce account for the affiliate, a password reset email will be sent to them via WooCommerce.
Screenshot showing Approving the affiliate:
Both methods involve a straightforward approval process, detailed in the respective sections of your admin panel.
NOTE:
If affiliates register through the Affiliate Registration Form, they will appear in the "Pending" status under the Affiliates Tab. When approving these affiliates, you will also have the option to assign a Program to them.
Additionally, you can change the Program associated with an affiliate at any time from the Affiliates tab.
Next Steps:
You may also want to check out these helpful guides:
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