For more details see how the Affiliate for Magento 2 extension works.
Magento 2 Affiliate extension lets store admins run full featured affiliate programs to effectively drive sales from additional channels. Due to the module, administrators will be able to provide affiliates with ready-to-use promo materials and detailed stats reports. Clear settings ensure easy affiliate accounts management, let store admins regulate commissions and track withdrawals.
Add Affiliate Link to Footer - enable this option to add a link to the Affiliate landing page to your store footer.
Cookie Expiration (Days) - Specify a custom cookie expiration period. By default, it's set to 365 days. It means that once a customer comes to a publisher's website using an affiliate link, the store page creates a cookie. If a referred visitor comes to your site using an affiliate link and completes any order within 365 days, he (she) will receive a discount and the affiliate will get a commission. After this period the affiliate won't earn any commission, a referred customer won't get a discount.
Checked “Email Notifications” by Default - If the option is enabled, the “Email notifications” subscription will be automatically checked in the affiliate account.
Affiliate General URL - Specify the custom text that will replace amasty_affiliate in the URL of the customer account.
Customer Parameter - Specify the code that will be used in URLs such as: ?c=123
Affiliate code length - The code should contain from 4 to 31 symbols. '10' is set by default.
Add Commission When Order Obtained Status - Choose the order status that will trigger adding an affiliate commission.
Subtract Commission When Order Obtained Status - Choose the order status that will trigger commission subtraction.
Subtract Commission When Creditmemo is Created - enable this option for Pay Per Sale programs only when a Creditmemo is created.
Commission Holding Period (Days) - Specify the commission 'on hold' period after which the commission will be added to the affiliate's balance. While the commission in on hold it can't be used for withdrawal requests.
Include Shipping - Enable this setting if you’d like the system to take into account shipping price during commission calculation.
Include Tax - Enable this setting if you’d like the system to take into account tax amount during commission calculation.
Minimum Withdrawal Amount - Set the minimum amount that can be specified by an affiliate within one request. E.g. if the amount equals to 50, affiliates can't request withdrawals lower than the specified amount.
The Minimum “Available” Balance to Request Withdrawal - If an affiliate balance is lower than the specified amount, he/she won't be able to request any withdrawals.
Use this section to specify where to send emails to and the source for the email sender.
Use this section to choose what kind of emails will be sent to affiliates and pick up relevant templates for them.
Use this section to choose what kind of emails will be sent to admin users and pick up relevant templates for them.
Refer Friends Page Content - Specify a custom text that will be displayed on the affiliate account page in the corresponding tab.
Traffic sources page content - specify a custom text that will be displayed in the customer account page for the 'Traffic Sources' tab.
Enable on Product Listing Page, Enable on Product Details Page, Enable on My Account / Affiliate menu - all these settings are used to display the social buttons for registered affiliates on store pages.
Checkbox Text - the Terms and Conditions checkbox is displayed in the affiliate account registration page. Here you can specify a custom text that will be placed with the checkbox.
Checkbox is Checked by Default - Choose whether the Terms and Conditions checkbox will be checked by default.
Affiliate Programs - on the affiliate programs grid store admins will see all already created programs. It's also possible to view the details of each particular program. To add a new program please click the Add New Program button.
Program Name - Specify a program name that will be used in the admin panel as well as shown in an affiliate account.
Status - enable/disable the program.
Shopping Cart Price Rule - The module uses the standard Magento shopping cart price rules to let you set discounts for referral customers. It's possible to use a different rule for each new affiliate program. You can use and edit either the default rule or create a new one. Pay attention that only those rules will be available, where the option Coupon is set to Specific Coupon and the Use Auto Generation option is enabled.
Pay Commission- The module offers two commission variants:
Commission Type - Use either Percent or Fixed commission type.
Commission Value - Specify the commission value.
Restrict Transactions to N Orders - Specify the number of orders the affiliate will earn the commission for with one shared coupon code or referral link. Enter the value more than 0 to use this feature.
Use different commission from 2nd order of a Customer - The module lets specifying a different commission starting from the 2nd order made by a referral. This option is available for the Pay Per Sale type only.
Keep paying commissions to the first affiliate - If the option is enabled, when a customer first buys products using the affiliate A's link but later makes purchases using the affiliate B's links, the transaction will still be counted for the affiliate A.
Set the setting 'Use different commission from 2nd order of a Customer' to 'Yes' to adjust commission details from 2nd order of a Customer. Select “No” to apply the above commission to all orders.
Calculate Commission for Specific Products - Select 'Yes' if you'd like to calculate commission for specific products.
Action - Include or exclude commission for the specific products (selected by SKU) or product categories. To specify them, please use the two more settings below.
SKU - Specify a comma-separated list of SKUs affiliates can earn the commission for.
Category - Specify categories of products affiliates can earn the commission for.
In the Customers and Customer Group tab store owners can adjust the program more precisely by adding certain customers of choice. It is highly helpful in cases when you want to promote top-performing affiliates and give them the perks of a more advanced tier of the affiliate program.
Customer Group - choose the main customer group, to which the newly created affiliated program will be applied.
Customer IDs - enter the IDs of specific customers that you want to allow using this program. In this field, you need to enter the IDs manually. Of, use the List Your Customers button Add Customers to open a pop-up window with a list of all customers.
This is an example of how the pop-up with a list of all customer looks like:
Select the customers whom you want to grant permission to use this affiliate program.
For example, you have User A in the general group with ID=352. User A brings lots of value to your store, as his referral links are popular and generate many purchases. You agreed to move User A to a more advanced affiliate program for wholesalers, named 'Special Plan'. To do that, simply go to the 'Special Plan' settings and enter the number '352' (User A's ID) in the Customer IDs setting of the Customers and Customer Group tab. Then, the affiliate program 'Special Plan' will appear in User A's customer account. But User A still will be a General group customer.
All the existing customers have the opportunity to create affiliate accounts. Let's see what the process is.
At first, a customer in his customer account should go to the Affiliate Settings tab and agree with Terms and Conditions.
To add a new account click the Add Account button and fill in affiliate information like you usually do when creating a customer from the admin panel.
To see the details of a specific affiliate, please click the Edit link for the corresponding affiliate on the grid.
On each affiliate account page you'll find the following info:
You may assign to affiliates as auto-generated coupon codes so custom ones.
You can also enable or disable a customer's affiliate account: please, go to Customers → All Customers and click to edit the necessary customer's account. Then go to the Affiliate Account tab.
Disable the affiliate account if you want to remove the customer from affiliates. In this case, the customer receives a letter with a suggestion to contact the administrator.
Set Receive Notifications to Yes if you want the customer to receive notifications about the affiliate program.
Allow Setting Custom Affiliate Code - Select ‘Yes’ if you’d like to set a custom affiliate code that will be used in the referral links. Important! Referral links with the old affiliate code will become invalid.
Custom Affiliate Code - Use this field to update the default affiliate code with the custom value.
There are 2 banner types:
On the Manage Banners Page, you can edit already created banners or click the Add Banner button to upload a new one.
On the Manage Transactions grid, an admin user can see all affiliate transactions. To view the details of any particular transaction simply click the View link on the grid.
To get subscribed to the affiliate program a user should fill in the form and click the Save button. The request doesn't require any confirmation. Once the form is saved, the user automatically becomes an affiliate and additional setting tabs appear in the account.
Here an affiliate can view the list of all available affiliate programs. An affiliate automatically takes part in all active programs.
In this tab, an affiliate will be able to copy coupon codes and banners to run an affiliate program on his/her website.
An affiliate can use any of the banners from his/her account.
Affiliates can see a detailed report on traffic sources. The statistics show the number of successful purchases made, grouped by methods of affiliate link/coupon sharing.
Let affiliates share your store pages on social networks. All registered affiliates will be able to share any product and category pages as well as the store home page.
In the Withdrawals tab affiliates can see their withdrawals history and send new withdrawal requests.