How to use affi

For Admins: Setting Up and Managing the Affiliate Program

Step 1: Install and Activate AFFI Plugin

  • Install the AFFI plugin via the WooCommerce Plugins page.
  • Activate the plugin and access the settings through the WordPress admin panel.

Step 2: Configure General Settings

  • Affiliate link structure (Base link, Prefix, Format).
  • Enable affiliate registration.
  • Set auto-approval for affiliate requests (optional).
  • Define the email notifications to send.
  • Enable “Affiliates Dashboard inside My Account” for affiliates.
  • Activate affiliate rank updates and other features as needed.

Step 3: Define Commission Rules

  • Set the default commission type (Fixed or Percentage).
  • Define the default commission value.
  • Exclude affiliates from earning commissions on their own purchases or taxes (if applicable).

Step 4: Set Up Affiliate Ranks

Access the Ranks page. Create rank levels with specific details:

  • Name, Position, Type (Fixed/Percentage).
  • Commission values and thresholds for promotion.
  • Add badges and descriptions for better visualization.

Step 5: Add Affiliates

  • Open the Affiliates page to review registered affiliates.
  • Approve or reject pending requests, or manually add affiliates

Step 6: Enable Sharing Tools

  • Enable share buttons on product pages, or product list
  • Configure sharing text and social sharing options for affiliates.

 

After you’re happy with the setup and things start working, monitor and analyze reports

  • Review affiliate performance (top earners, referrals, clicks).
  • Evaluate payout summaries and other key metrics.

And manage payouts

  • Approve or reject payout requests based on affiliate balance and payment details.
  • Process payments using available methods configured in the Payment Settings page.