Create and Manage Affiliates by Membership Level Using AffiliateWP

This code recipe creates affiliates or updates the status of existing affiliates based on their membership level when using AffiliateWP.

The affiliate is created after their membership level is changed to the appropriate level (in the recipe, this is level ID 1). When membership is cancelled or expires, the affiliate’s status is changed to “inactive”.

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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
 

Using AffiliateWP with Paid Memberships Pro

logoWe recently helped a client set up AffiliateWP – a fully featured Affiliate Marketing Plugin for WordPress that tracks sales and offers ways to automatically send payments. This plugin has built-in Paid Memberships Pro integration. If you’re looking to offer an affiliate program for your membership sales, this plugin should be at the top of your list.

Learn more about AffiliateWP


Integration Guide for Paid Memberships Pro

Paid Memberships Pro is natively supported by AffiliateWP. To activate the Paid Memberships Pro integration, in the WordPress admin go to Affiliates > Settings > Integrations and check the box that says Paid Memberships Pro

Screen-Shot-2014-04-07-at-3.13.28-PM

Once enabled, AffiliateWP will automatically generate referral records when a member successfully registers for your site after clicking on a referral link.


Viewing Membership Checkout Referrals

In the WordPress admin go to Affiliates > Referrals. The Reference column refers to the Order ID in Paid Memberships Pro.

Clicking on the Reference column will take you directly to the order record in Paid memberships Pro.


Referrals will only be credited on the membership initial payment, and will not be created when subscription payments are recorded. If you’d like referrals to be created on subscription payments, you will need the Recurring Referrals add-on.