Track Affiliates, Referrals, or Invitations with the Lightweight Affiliates Add On

Previously, I’ve posted about all of the ways to manage Affiliates with Paid Memberships Pro. This post focuses on a few recent improvements to our Affiliates Add On.

If you aren’t ready to commit to a third-party affiliate program and have basic affiliate program requirements, give this add on a try.

View the Add On

New Features in the Affiliates Add On for Paid Memberships Pro

  • Globally Rename the term “Affiliates” for Your Unique Program

    You can globally replace the term “Affiliates” throughout the tracking system to any term (singular and plural) of your choice. This is useful if you would like to repurpose the Affiliates Add On for a “Referral” program or “Invitation” program.
    Rename the Term Affiliates

  • Automatically Generate the Affiliate After Membership Checkout

    You no longer need to manually create the affiliate. We’ve added a setting on the Membership Level to generate the affiliate for you.
    Generate the Affiliate After Checkout

  • Generate the Frontend Page for Member Affiliate Reports

    Navigate to Memberships > Page Settings. Here you will see a new setting for the “Affiliate Report” page. Click the link to generate the page (or create it manually and add the shortcode [pmpro_affiliates_report]. A link to this report page is automatically added to the “Member Links” section of the Membership Account page.
    Generate the Frontend Page for Member Affiliate Reports

  • Improved Appearance of the Member’s Frontend Report

    We’ve made some enhancements to the appearance and “guidance” for the report output your members will see within their Membership Account. We hope this makes things a little bit easier to manage for you and your members.
    Improved Appearance of the Member's Frontend Report

We understand that this Affiliates Add On isn’t a complete system – it doesn’t handle any payouts to your affiliates nor does it deduct the “sale” from the affiliate when a member cancels. However, it is still a useful add on if you’d like to allow members to refer one another and see the growth they are generating under their account.

You can then develop your own offline or manual affiliate payout system to extend this lightweight add on for your unique needs.

View the Add On

Membership Signup Popover Using OptinMonster with Exit Intent

We’re conducting a month-long experiment using OptinMonster and will soon be posting the real stats. Here’s how to implement your own Optin with Exit Intent linking to a membership checkout (including “PMPro Affiliate” tracking, too).

This tutorial uses the OptinMonster WordPress Plugin. OptinMonster is now a hosted platform – so I’ll post a new tutorial on using the hosted method after our experiment ends.

But first… a screenshot of my popover:


1. Install and Activate OptinMonster WordPress Plugin

You can install the plugin directly in your WordPress Admin under Plugins > Add New > OptinMonster or download the plugin here: OptinMonster WordPress Plugin

2. Set your OptinMonster API Key

Select a package at OptinMonster to create your account and generate an API key.

Enter your API key in your site’s WordPress Admin > OptinMonster > Settings tab.

3. Install the “Exit Intent” Addon

Click the “Install Addon” button for the Exit Intent Addon in your site’s WordPress Admin > OptinMonster > Addons tab.

4. (optional) Install the Affiliates Add On for Paid Memberships Pro

If you want to track the membership checkouts generated by your new Optin, you can do so using the Lightweight Affiliate Add On for Paid Memberships Pro. Just follow the instructions on the add on documentation to install, activate, and set up an affiliate ID for your OptinMonster campaign.

5. Create Your Optin

  1. Click “Add New” under the OptinMonster > Optins tab.
  2. Choose the Theme and set up the custom Design (colors, custom CSS) for your Optin.
  3. Live edit the text of your Optin in the “preview” window. Don’t worry about adding any buttons or links in the space.
  4. Under Configuration, check the “Hide for Logged-in Users?” and “Enable Enable Exit Intent?” boxes. I kept our “Exit Intent Sensitivity” at 20 (the recommended default).
  5. Under Integration, select “Custom HTML Optin Form” for “Email provider”.
  6. Under Integration, set up your “button” link in the “Custom HTML Form Code”. Here’s the code I placed in my box:
    <a id="om-lightbox-target-optin-submit" href="">Download for Free Now</a>

    The id=”om-lightbox-target-optin-submit” tells my button to inherit the selected “Design” submit button appearance/styling.

    The href=”” tells my button to link to my membership checkout page for level ID 7 with the Affiliate ID “OIM” (this is the unique affiliate I set up for my Optin in step 4 above.

    Modify the code above for your unique membership checkout page URL (https protocol if the checkout is for a paid level), level ID, and affiliate ID.

  7. Under Output, make sure you check “Enable optin on site?” to turn on your new Optin. I load our Optin “globally” but you can configure additional settings for your Optin as desired.

And you’re off!

The Optin campaign is now active on your site. You’ll be able to track membership checkouts generated by your affiliate ID under the Memberships > Affiliates admin page. If you are not using the Affiliates add on, just use your Memberships > Reports page and filter by the level your Optin is driving traffic to. You’ll be able to track the membership checkouts and see what effect the new Optin is having on signups. Good luck!