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How do I assign customers as affiliates and configure affiliate settings? EDIT

Visit Admin > Customers. On the left columnclick on List, and then select an existing customer and choose Edit from the list of options that appear below the customer's name.

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From here, click on the Affiliate (tab), and then check the Affiliate box to display the affiliate settings for the selected customer.

Owner (drop down menu) - here you can configure a master affiliate for this customer, (i.e., an affiliate who recruited the selected customer). This can also give them commission on this affiliate's sales, which can be configured in the "Level 2" commission fields for the master affiliate.

Affiliate (checkbox): Checkmark here to enable the affiliate settings

Affiliate ID / Promo Code - Please create a Promotion code and insert it here. ( Make sure this Promo Code exists). Use #promocode# on Layout to see the Promo Code on front end

Category ID – Please create a category and insert the ID here. 

Domain Name - here you can enter the domain name of the affiliate's website here

Source Codes - 

Commission - here you can configure the commission earned by the affiliate, as well as his/her affiliates.

Product Level 1 - relates to sales placed by customers that the affiliate directly referred 

Product Level 2 - relates to sales placed by customers referred by affiliates that the selected affiliate referred.

Invoice Level 1 and Invoice Level 2 - here you can configure an additional commission to be given to the affiliate upon shipment of the order.

  • In the text field, you can input a numerical value. From the drop-down list to the left of the field, you can select this commission to be in terms of either a fixed price (FIXED $) or percentage (%).
  • For example, if you enter "5" with the "FIXED $" option selected, then the affiliate will receive a five-dollar commission when a customer referred by him places an order, regardless of the order size (e.g., $5 commission on a $50, $200, or $500 order).If you are using the FIXED $ option, you may want to configure a minimum order on your site, to ensure that the order is not very small, (e.g., you may not want to give a five-dollar commission on a three-dollar order).
  • If you enter "5" with the "%" option selected, then the affiliate will receive a five percent commission when a customer referred by him places an order (e.g., $5 commission on a $100 order, $25 commission on a $500 order).

To save and finish, click Update Customer

Tip!
For more information, refer to the Knowledge Base article - How do I create and customize a Promotion?.

Tip2!
For more information, refer to the Knowledge Base article - How do I configure the minimum amount of an order required for checkout?.

 





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